Newsletter: The Income Investor
tii1207
Posted April 2, 2012Something new…Brookfield Renewable Energy Partners…Brookfield Infrastructure Limited Partnership…Inter Pipeline Fund…iShares 1-5 Year Laddered Government Bond Index Fund
TII High Yield
Posted March 21, 2012Higher risk in exchange for above-average cash flow.
tii1206
Posted March 21, 2012A new portfolio…Balanced Portfolio update…Demise of national regulator is good news…Drummond Report creates buying opportunity…March’s top pick: Ontario bonds due September 2017 …Updates: Enbridge, Just Energy, Keyera Facilities…Your Questions: Firm Capital’s “dividends”
tii1205
Posted March 7, 2012Something new… PHN High Yield Bond Fund… PHN Total Return Bond Fund… BMO Monthly Income Fund… CIBC Monthly Income Fund… BMO Guardian Monthly Dividend Fund
iwb1205
Posted March 7, 2012Something new…PHN High Yield Bond Fund…PHN Total Return Bond Fund…BMO Monthly Income Fund…CIBC Monthly Income Fund…BMO Guardian Monthly Dividend Fund
tii1204
Posted February 22, 2012Cash flow from cyclicals…Beware of a rate surge…The underachievers…February’s Top Pick: BCE Series S preferreds…February updates: Callaway REIT, National Bank, Yellow Media debentures…Notice to members
tii1203
Posted February 8, 2012Two good energy stocks…Medical Facilities…Morneau Shepell…Emera Inc. …Firm Capital Mortgage
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Posted January 25, 2012Beating the trust tax… A look at retractable preferreds… Gavin Graham revisits past picks… January’s Top Picks: Canadian General Investments preferreds, Pure Industrial REIT… H&R REIT convertible debentures… Correction: Fund code
tii1201
Posted January 4, 2012Two income funds for 2012… TransCanada Inc. … Canadian Utilities … Student Transportation Inc. … Aston Hill Advantaged VIP Income Fund
TII Balanced
Posted September 21, 2011Return 2% more than the highest-paying GIC.
tii1118
Posted September 9, 2011A portfolio for the times… Oil, booze, money, and more… September’s top pick: Claymore Preferred Share ETF … September updates: Shaw notes, Emera, Van Kempen Trust, RioCan REIT, Northern Property REIT
tii1113
Posted July 6, 2011The Armtec debacle…Brookfield Renewable Power Fund…Firm Capital Mortgage Investment Corp.
tii1111
Posted June 1, 2011Canadian banks raising dividends…Primaris Retail REIT …Yellow Media…Brookfield Infrastructure LP…
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Posted May 21, 2011Cash from ETFs…Time to reassess your preferred share portfolio…May’s Top Pick: Genworth MI Canada…May updates: Enbridge, Enbridge preferreds, Canadian Utilities preferreds, Yellow Media…Your Questions: Asset allocation dilemma…
tii1102
Posted January 26, 2011The post-trust world…The deflating bond bubble…A year of changes…January’s top pick: K-Bro Linen Systems…January updates: Bank of Montreal, TD preferreds, BCE preferreds, Daylight Energy
tii1101
Posted January 4, 2011A new era…Yellow Media…Capital Power Income LP…Citadel Income Fund…RioCan REIT
tii22/9/10
Posted September 22, 2010Beware of the bond bubble…Dividends for the long run…October’s top picks: Claymore 1-5 Year Laddered Bond ETF, Johnson & Johnson…Updates: Atlantic Power debentures and common stock, Emera, BCE Series AC preferreds, Colabor Group…Your Questions: IPS, Brookfield LP
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Posted September 16, 2010Buy Brookfield Infrastructure LP…Calloway REIT…Canadian Utilities preferreds…Penn West Energy Trust…Diversified Preferred Share Trust
tii25/8/10
Posted August 25, 2010A new survivor trust…Bond credit ratings: A guide, not a crutch…Gavin Graham picks Leon’s Furniture…Updates: Enbridge common and preferreds…Your Questions: What to buy?
tii21/7
Posted July 21, 2010Survivor trust update…Five-year corporates look attractive…July’s top picks: Shaw Communications Notes, Capital Power Income L.P….July updates: Canada 2012 Strips, GTAA 6.25% Notes, Atlantic Power, Canadian Utilities, Student Transportation, Brookfield Soundvest Equity Fund…Your Questions: Bond funds…Correction: Firm Capital
tii7/7/10
Posted July 7, 2010New survivor trust pick…Firm Capital…North West Company Fund…PH&N Short Term Bond and Mortgage Fund…TD Bond Fund
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Posted June 23, 2010Time to add bank stocks…Beware Greeks bearing debt…June’s top pick: ARC Energy Trust…June updates: Bank of Montreal, National Bank, BMO preferreds, TD preferreds, Pembina Pipelines…Your Questions: Comparing REITs
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Posted June 8, 2010Trusts hang in…Armtec Infrastructure Fund…Reitmans (Canada)…H&R REIT…Firm Capital
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Posted May 19, 2010Income trusts: the home stretch…Shaw grabs Global TV assets…30-year bond bull market ending…May’s top pick: Telus 5.95% series CE notes …Updates: Emera, Liquor Stores, Penn West…Your Questions: Registered vs. non-registered, another flip-flop?
tii1008
Posted April 28, 2010Canadian Oil Sands still looks good…Don’t sit on your cash…April’s top income pick: Reitmans Ltd….Updates: BCE floating rate preferreds, National Bank. Colabor Group…Your Questions: Target prices, new trust tax, and more
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Posted April 6, 2010Our priorities…Atlantic Power Corp….North West Company Fund…Northern Property REIT…PH&N Total Return Bond Fund
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Posted March 24, 2010REITs are the answer to the yield dilemma…The importance of rising dividends…March?s top picks: Crombie REIT, Crombie convertible debentures…March updates: First Capital Realty, TD Series P preferreds, Navina Income and Growth Fund, Baytex Energy Trust…Your questions: U.S. REITS