Newsletter: The Income Investor

Bond rally stalls… Low risk ways to build your TFSA… Top Pick: BMO Aggregate Bond Index ETF… Gordon Pape updates XBB… Gavin Graham updates Slate Grocery REIT

Two little words… Lower rates will benefit banks… Top Pick: National Bank… Gavin Graham updates Scotiabank, Canadian Western Bank… Perpetual preferred shares remain timely… Gordon Pape updates Brookfield Infrastructure Partners, Brookfield Renewable Partners… Your Questions: Advisor wants to change asset allocation… Price increase – final reminder

Return of the bond bull… This month’s Top Pick: iShares Core Canadian Long Term Bond Index ETF… Gordon Pape’s updates: Canadian Utilities, NorthWest Healthcare Properties REIT, Vanguard US Aggregate Bond Index ETF… Your Questions: What’s in store for this T-bill fund?

How safe are high interest ETFs?… Cue the music: The return/yield two-step… Richard Croft updates Power Corp., CIBC… Pipelines pay off… Gordon Pape’s ETF updates: iShares 0-5 Years TIPS Bond Index ETF, Harvest Brand Leaders Plus Income ETF… Price increase

Double threats… Gordon Pape updates Pembina Pipeline, Fortis Inc… Gavin Graham updates Brookfield Corp…. Your Questions: Investing in HISA ETFs

Dividend bargains… This month’s Top Pick: Organon & Co… Rough times for Balanced Portfolio… Gavin Graham updates Stella-Jones, Boralex, Corby… Gordon Pape updates Mullen Group

Covered call bonds… Gordon Pape updates Fortis, North West Company, Emera… Gavin Graham updates Unilever… Your Questions: Transferring funds; Rate resets

It’s the cash that counts… The end of rising rates, or just a pause?… Top Pick: Boardwalk REIT… Gavin Graham updates Diageo, Fiera Capital, Richards Packaging Income Fund… Gordon Pape updates NorthWest Healthcare Properties REIT… Your Questions: DXQ taxation

Enbridge’s big gamble… Gordon Pape update Russel Metals, B&G Foods, Atlantica Sustainable Infrastructure PLC… Your Questions: What to do with losing ETFs

Rate hikes hit RRIF portfolio… An options alternative to single mortgages… Richard Croft updates iShares Core Canadian Short-Term Bond Index ETF, BMO Short Corporate Bond Index ETF, Manulife Financial… Gordon Pape updates Keyera Corp., Gibson Energy, Pembina Pipeline, Proctor & Gamble

How safe are energy dividends?… Gordon Pape updates BCE, Freehold Royalties, Algonquin Power & Utilities, Macquarie Infrastructure… Members’ Corner: Registered plans

The worst place for your money… Buy perpetual preferred shares now… Good news for REITs: rate cycle ending… Gavin Graham updates Allied Properties, Primaris REIT… Gordon Pape updates Firm Capital, Mullen Group, The North West Company, Innergex… Your Questions: What about annuities?

NorthWest looks oversold… Gordon Pape updates TransAlta Renewables, Algonquin Power & Utilities, Canoe EIT Income Fund… Gavin Graham updates AltaGas… Your Questions: Variable income securities

Betting on interest rates… Rate resets look attractive… Recession coming – but green demand still growing… This month’s Top Pick: Lundin Mining… Gavin Graham updates Watts Water Systems, Sun Life Financial… Gordon Pape updates Brookfield Renewable Partners

Brookfield LPs recover… Gordon Pape’s stock updates: BMO Group, Exchange Income Corporation… Gordon Pape’s ETF updates: iShares 0-5 Years TIPS Bond Index ETF, CI Health Care Giants Covered Call ETF, BMO Global Consumer Staples Hedged to CAD Index ETF

Algonquin eyes a break-up… Hedging your portfolio… Richard Croft updates Power Corporation of Canada, Canadian Imperial Bank of Commerce, BMO Short Corporate Bond Index ETF… This month’s Top Pick: Mullen Group… Gordon Pape’s stock updates: Duke Energy, TC Energy, Enbridge, Pembina Pipeline… Your Questions: CI’s credit rating

What counts as income for guaranteed income supplement (GIS) calculations?

Earning income from gold… Energy stocks continue to pay off… Yours Questions: GIS puzzle

Balance bounce-back… The end of the rate hike cycle… Gavin Graham updates CK Hutchison Holdings, The Keg, Pason Systems, Savaria Corp., Bank of Nova Scotia… Gordon Pape updates Proctor & Gamble, Coca-Cola… Your Questions: Savings ETFs

TNT drops a bomb… Gavin Graham updates five retail REITs… Your Questions: Tax treatment of HHL.U

Rising rates hit High-Yield Portfolio… Interest rates and your money… Gavin Graham’s REIT updates: Allied, Artis, Minto, Granite… Gordon Pape updates BCE, Enbridge, TC Energy, Russel Metals, Algonquin Power & Utilities

Green energy woes continue… Gordon Pape updates Brookfield Renewables… Gavin Graham updates Fairfax Financial, Ecora Resources

Setback for RRIF portfolio… Shifting to value… Top Pick: Saputo Inc… Gavin Graham updates Boralex, Leon’s Furniture, Fiera Capital… Gordon Pape updates Suncor Energy, Coca-Cola, Duke Energy… Your Questions: A death in the family

RRSP crunch… Three stocks for your retirement plan… Gordon Pape updates P&G… Your Questions: RRIF withdrawals… Housekeeping

Is it better to use the younger spouse’s age when withdrawing from a RRIF?

A topsy-turvy GIC market… Bonds rebound – but for how long?… What are we missing?… Richard Croft updates Power Corp., Manulife Financial… Gordon Pape updates Algonquin Power & Utilities… Gavin Graham updates Canadian Western Bank, Calian Group, Intact Financial, Brookfield Corporation… Your Questions: RRIF withdrawals

RRIF trouble ahead… Gordon Pape updates Gibson Energy, Russel Metals, TransAlta Utilities, BCE… Your Questions: Worried about Firm Capital; Wants to invest a million in one stock… Members’ Corner: Dividends and yield

Top dividend stocks of 2022… Canada looks attractive in 2023… Top Pick: Peyto Exploration & Development Corp… Gavin Graham updates Johnson & Johnson, iShares MSCI United Kingdom ETF, Richards Packaging, Watts Water Technology Gordon Pape’s ETF updates… Your Questions: Inflation-linked bonds… Reminder: Beat the price increase

Yield illusion… Updates: Sun Life Financial, Enbridge, TC Energy, Exchange Income Corp… Your Questions: Purpose Longevity Fund, RBC preferred… Price increase

What ails the clean energy sector?… Time to revisit bonds… This month’s Top Picks: BMO Short Corporate Bond Index ETF, iShares Core Canadian Short-Term Bond ETF… Richard Croft updates CIBC… Gordon Pape updates BMO Global Consumer Staples Hedged to CAD Index ETF

Pipe dreams… Summit REIT taken over… Gordon Pape updates Coca-Cola, Proctor & Gamble… Your Questions: The right time to buy

Dividend yields hit multi-year highs… Top Pick: Definity Financial Corp…. Gavin Graham updates Fairfax Financial, Stella-Jones, CN Rail, Corby Spirits and Wines… Bear bites Balanced Portfolio… Gordon Pape updates Emera… Ryan Irvine’s fall events

Utilities pay off… This month’s Top Pick: Duke Energy… Gordon Pape updates Canadian Utilities… Your Questions: What sectors to choose?

High-Yield Portfolio setback… Retail REITs provide good opportunities… This month’s Top Pick: Primaris REIT… Gavin Graham’s REIT updates: Slate Grocery, Crombie, Automotive Properties, Granite… Gordon Pape’s ETF updates: Harvest Brands Leaders Plus, iShares 1-5 Year Laddered Corporate Bond

Inflation protection… This month’s Top Pick: iShares 0-5 Years TIPS Bond Index ETF… Gordon Pape updates BMO Group, Innergex Renewable Energy, The North West Company… Your Questions: Interest rates and the BoC

RRIF Portfolio posts gain… If it looks like a recession… Richard Croft updates Power Corporation, Manulife Financial… Gordon Pape updates Atlantica Sustainable Infrastructure PLC, Principal Financial Group, B&G Foods, Western Union, Procter & Gamble