Skip to content

The Income Investor


Posted September 12, 2019

In this issue: High-Yield Port …


Posted August 29, 2019

RRIF Portfolio posts gain… Perspectives on risk… Richard Croft’s Updates: Covered call writes on Apple Inc. and Netflix… This month’s Top Pick: Global X Super Dividend REIT… Gavin Graham’s updates: AirBoss of America, Medical Facilities, Plaza Retail REIT, Slate Retail REIT, Intact Financial


Posted August 15, 2019

Rumour sparks price jump… Gordon Pape’s updates: TransAlta Renewables, Keyera Corp., PrairieSky Royalties, Freehold Royalties, Algonquin Power & Utilities, Brookfield Renewable Partners… Your Questions: Back to work?


Posted July 25, 2019

Interest rates are heading down… Searching for income… Top Pick: Fiera Capital Corp…. Gavin Graham’s Updates: iShares S&P Global Water ETF, iShares Convertible Bond ETF, Supremex… Gordon Pape’s updates: Brookfield Infrastructure LP, Canoe EIT Income Fund, Emera Inc., BMO Financial Group… Your Questions: Investing inheritance… Housekeeping


Posted July 11, 2019

New cash option… Gordon Pape’s ETF updates… Your Questions: Buying U.S. stocks, Selling U.S. stocks… Housekeeping


Posted June 28, 2019

Fed move a game-changer… Top Pick: CI First Asset Canadian Buyback Index ETF… Grab these new preferreds while you can… Gavin Graham’s updates: Calian Group, Capital Power, Pason Systems… Gordon Pape’s updates: North West Company, Extendicare, Information Services


Posted June 13, 2019

In this issue: Big gains for b …


Posted May 30, 2019

Income Portfolio gains 10%… Trade war angst… Top Pick: Canadian Imperial Bank of Commerce… Richard Croft’s updates: BMO US Put Write ETF… Gordon Pape’s updates: Premium Brands, B&G Foods, Principal Financial Group… Your Questions: Tax efficiencies… Housekeeping


Posted May 17, 2019

Brookfield partnerships pay off… Gordon Pape updates Pembina Pipeline… Your Questions: Sentry fund, U.S. term deposits


Posted April 25, 2019

REITs rock… The Fed’s dovish game changer… Top Pick: AltaGas Canada… Gordon Pape’s ETF updates: BMO Low Volatility Canadian Equity ETF, Harvest Healthcare Leaders Income ETF, First Asset U.S. & Canada Lifeco Income ETF, First Asset Energy Giants Covered Call ETF, First Asset Tech Giants Covered Call ETF, Horizons Active Preferred Share ETF, Harvest Brand Leaders Plus Income ETF, BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF… Gavin Graham’s Updates: Power Financial, Sun Life Financial, Vodafone


Posted April 10, 2019

Balanced Portfolio moves higher… Your Questions: Future of markets, Motive Financial… Members’ Corner: Model portfolios… Ryan Irvine’s workshops… Housekeeping


Posted March 28, 2019

Setback for High-Yield Portfolio… Which bond index ETF to buy?… Top Pick: iShares Core Canadian Universe Bond Index ETF… Gordon Pape’s updates: Chartwell Retirement Residences REIT, Innergex Renewable Energy, Chemtrade Logistics Income Fund… Paul Bamford’s Updates: Canadian Utilities I Preferreds, Morguard REIT Convertible Debentures, Intact Financial Floating D Preferreds


Posted March 14, 2019

Dividend stocks are not bonds… Gordon Pape updates Northview REIT, Algonquin Power… Gavin Graham updates AltaGas Ltd…. Members’ Corner: Model Portfolios


Posted February 28, 2019

Small gain for RRIF portfolio… Past performance challenges… Top Pick: BMO Low Volatility Canadian Equity ETF… Gordon Pape’s Updates: True North Commercial REIT, BCE… Housekeeping


Posted February 14, 2019

Why preferred shares tanked… Gavin Graham updates AGT Food and Ingredients… Your Questions: Buying bonds… Housekeeping


Posted January 31, 2019

And the winners are… Comfort in Canadian banks’ strong capital ratios… Top Pick: Canoe EIT Income Fund… Gavin Graham’s updates: Bank of Nova Scotia, Canadian Western Bank, ZCL Composites… Gordon Pape’s updates: Inter Pipeline, Pembina Pipeline… Members’ Corner: Your views on options, model portfolios


Posted January 17, 2019

Play defense… Analyzing REIT ETFs… Michael Corcoran updates Macquarrie Infrastructure… Gordon Pape updates Chemtrade


Posted December 20, 2018

Utilities make a comeback… Navigating a rising rate environment… Top Pick: Granite REIT…Gordon Pape’s updates: Northview Apartment REIT, Summit Industrial Income REIT, Chorus Aviation… What’s your view?… Your Questions: Too much in RRSP?… Renew now


Posted December 14, 2018

Earn almost 7% with this REIT… Gordon Pape updates BMO, CanWel Building Materials, Premium Brands… Your Questions: Convertible debentures, RRIF strategies

Paul Bamford

Posted December 8, 2018

Mr. Bamford is an independent investment analyst with almost 20 years of experience in the industry.


Posted November 29, 2018

Income Portfolio maintains 5% yield… Income strategies during market corrections… Richard Croft’s option strategies: Covered call writes on Pembina Pipelines, Scotiabank, CIBC… Richard Croft’s updates: Covered call writes on Facebook, Netflix, and BCE… This month’s Top Pick: iShares Floating Rate Index ETF… November updates: Pembina Pipeline, Keyera Corp., AltaGas… Beat the price increase


Posted November 16, 2018

GIC rates edge higher… Gavin Graham updates ZCL Composites, Savaria Corp…. Gordon Pape’s updates: Enbridge, TransCanada Corp…. Your Questions: Purpose funds


Posted October 26, 2018

Brookfield partnership offers high yield… Dividend stocks provide shelter in downturn… Gavin Graham’s updates: Allied Properties REIT, Boardwalk REIT, Dream Global REIT… Gordon Pape’s updates: BMO Financial Group, PrairieSky Royalty, Morneau Shepell, Norbord


Posted October 11, 2018

LNG Canada boosts energy sector… Gordon Pape’s updates: BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF, First Asset U.S. & Canada Lifeco Income ETF, CanWel Building Materials, Harvest Healthcare Leaders Income ETF… Your Questions: Balanced portfolio


Posted September 28, 2018

Overhaul for Balanced Portfolio… REITs look good despite rising rates… Top Pick: Choice Properties REIT… Gavin Graham’s Updates: Canadian Western Bank… Gordon Pape’s Updates: Enbridge Income Fund Holdings… Ryan Irvine’s workshops


Posted September 14, 2018

High-Yield Portfolio edges up… Gavin Graham updates Vodafone… Gordon Pape updates TransAlta Renewables… Your Questions: Capital gains tax


Posted August 31, 2018

RRIF portfolio moves higher… The little-known risk in bond ETFs… Alternatives to ETFs… Sequence risk: The stealth challenge for retirees… Top Pick: Extendicare… Richard Croft’s updates: Covered call strategies on Agnico-Eagle Mines, Goldcorp, Advanced Micro Devices


Posted August 16, 2018

Brookfield buys Enercare… Gordon Pape updates North West Company, Brookfield Infrastructure, Norbord, Pembina Pipeline… Your Questions: Cash dilemma and high-yield bond funds… Toronto Money Show


Posted July 26, 2018

ETFs that deliver… Politics drives markets to over-react… This month’s Top Pick: Boralex Inc… Gavin Graham’s updates: Unilever, Diageo, Boston Pizza Royalties Income Fund, Pizza Pizza Royalty Corp… Gordon Pape’s updates: Enercare, Information Services, Principal Financial Group, Student Transportation


Posted July 12, 2018

REITs continue comeback… This month’s Top Pick: Summit Industrial Income REIT… Gordon Pape’s updates: Enbridge, Brookfield Infrastructure, Chorus Aviation… Your Questions: Yield curve


Posted June 29, 2018

A healthcare income ETF… Investing in convertibles… Buy Morguard convertible… Paul Bamford’s preferred share updates: Bombardier, Canadian Utilities… Gavin Graham’s updates: Supremex, iShares J.P. Morgan Emerging Markets Bond ETF… Correction


Posted June 15, 2018

Turning oil into income… Gordon Pape’s updates: TransCanada Corp., Inter Pipeline, Pembina Pipeline, Keyera Corp…. Your Questions: Inter vs. Pembina, PMIF a deadweight