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The Income Investor


Posted January 17, 2020

The year ahead… Avoid money market funds… Gordon Pape updates Information Services, Innergex… Your Questions: REITs and utilities; RRSP to TFSA… Members’ Corner: Portfolios; High-interest accounts… Correction


Posted December 19, 2019

Cineplex sold at big profit… An overlooked REIT gem… This month’s Top Pick: Morguard REIT… Gordon Pape’s stock updates: Enbridge, Firm Capital MIC, Brookfield Asset Management… Gordon Pape’s fund updates: PH&N High Yield Bond Fund, PH&N Total Return Bond Fund, PH&N Short Term Bond and Mortgage Fund, Fidelity Global Bond Fund, iShares Core International Aggregate Bond ETF, Harvest Brand Leaders Plus Income ETF, First Asset Tech Giants Covered Call ETF… Tax Warning: Year-end fund purchases… Price Reminder

Income Investor Top Performers of 2019

Posted December 9, 2019

The focus is cash flow and safety. Capital gains like these are a nice bonus.


Posted December 5, 2019

Top performers of 2019… Gordon Pape’s ETF updates… Your Questions: Brookfield Renewable, Cash wedging… Price reminder


Posted November 28, 2019

Takeover boosts Income Portfolio… The sound of music and the madness of crowds… Richard Croft’s updates: BMO U.S. Put Write ETF… Top Pick: Horizons Active Cdn Dividend ETF… Gordon Pape’s updates: H&R REIT, North West Company, Brookfield Renewable Partners… Gavin Graham’s updates: Ag Growth Convertible Debenture… Your Questions: Losing stocks… Correction… Price Notice


Posted November 14, 2019

Canada’s Old Faithful… Gordon Pape’s updates: Extendicare, Encana, Pembina Pipeline… Your Questions: Canoe Fund, Split shares


Posted October 25, 2019

Big rewards from green energy… The U.K. on sale… Gavin Graham’s updates: Boralex, Fairfax Financial, Cogeco… Gordon Pape’s updates: PIMCO Monthly Income Fund, Summit Industrial Income REIT, Sienna Retirement Living… Your Questions: Replacing Dream Global REIT


Posted October 10, 2019

Emotions impact your returns… Richard Croft updates CIBC… Gordon Pape updates Dream Global REIT, Brookfield Infrastructure… Your Questions: RRIF allocation; WPT REIT; Sentry U.S. fund


Posted September 26, 2019

Balanced portfolio posts good gain… Choosing the best minimum floor rate reset preferreds… Top Picks: Canadian Utilities Corp. preferred CU.PR.I, TC Energy Corp. preferred TRP.PR.J, Capital Power Corp. preferred CPX.PR.G… Gordon Pape’s updates: Enbridge, TC Energy, Chartwell Retirement Residences REIT, Morneau Shepell… Your Questions: Recession-resistant stocks; Cambridge fund


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