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The Income Investor - 2. page


Posted May 13, 2021

Limiting risk… Top Pick: Canadian Utilities… Gordon Pape updates BCE, Pembina Pipeline, Enbridge… Members’ Corner: Thanks to Paul Bamford


Posted April 29, 2021

Balanced Portfolio gains ground… A fixed-income proxy for conservative investors… Gordon Pape’s updates: Procter & Gamble, CI U.S. & Canada Lifeco Income ETF, BMO Emerging Markets Bond Hedged to CAD Index ETF, Harvest Healthcare Leaders Income ETF… Your Questions: Tax-efficient retirement; Tax advantages of REITs; Closed-end funds


Posted April 9, 2021

Brookfield ups the ante… Gordon Pape updates Algonquin Power & Utilities, Principal Financial Group, B&G Foods…. Digital tax credit… Your Questions: The future of bond funds… Members’ Corner: Climate change… Ryan Irvine’s spring webinars


Posted March 26, 2021

In this issue: Big gain for Hi …


Posted March 11, 2021

Rising rates hit utilities… Gordon Pape updates TC Energy, BMO Group, Pembina Pipeline, TransAlta Renewables… Your Questions: Calculating yield; Too much in one fund?; Bond market crash


Posted February 25, 2021

In this issue: RRIF portfolio …


Posted February 11, 2021

Brookfield twins pay off… Dividend hikes… Gordon Pape updates BCE… Your Questions: Withdrawing RRIF assets; Solving a mystery; Taxing bond ETFs; Wife’s RRSP


Posted January 28, 2021

Firm Capital defies pessimists… This month’s Top Pick: Procter & Gamble… Seeds of division… Richard Croft’s covered call recommendations… Richard Croft’s updates: CIBC… Gordon Pape’s updates: Dream Industrial REIT… Paul Bamford’s updates: Granite REIT, Morguard REIT… Your Questions: Transferring funds to an RRSP


Posted January 14, 2021

In this issue: Industrial REIT …


Posted December 17, 2020

Overlooked high-yielders… Supporting structures… Top Pick: Stella-Jones… Gavin Graham’s updates: Pason Systems, Richards Packaging Income Fund… Gordon Pape’s updates: BMO Financial Group, Horizons Active Cdn Divided ETF, CI First Asset Canadian Buyback Index ETF, Canoe EIT Income Fund, BMO… Covered Call Dow Jones Industrial Average Hedged to CAD ETF… Your Questions: BEP split… Last chance to beat the price increase


Posted December 3, 2020

REITs in recovery… Gordon Pape updates Fortis, Emera, Innergex… Your Questions: Dividend payments; What about SRET?… Price increase


Posted November 26, 2020

Big payouts – but for how long?… New traditions… This month’s Top Pick: iShares Core Balanced ETF Portfolio… Gordon Pape’s updates: PrairieSky Royalty, Inter Pipeline, Energy Giants Covered Call ETF, Harvest Healthcare Leaders Income ETF, BMO U.S. Dividend ETF, iShares S&P/TSX Composite High Dividend Index ETF… Gavin Graham’s update: Boralex… Your Questions: RRIF with no money… Beat the price increase!

U.S. preferreds offer stability and good yields

Posted November 23, 2020

A good choice is the Brompton Flaherty and Crumrine Investment Grade Preferred ETF


Posted November 12, 2020

Focus on quality… This month’s Top Pick: U.S. Preferred ETF… Updates: Brookfield Renewable Partners… Your Questions: Wants opinion on VRIF… Correction: BMO yield


Posted October 29, 2020

Second wave hits stocks… Balanced portfolio bounces back… Making sense of retail REITs… Gordon Pape’s updates: TC Energy, Algonquin Power & Utilities… Gavin Graham’s update: Sagen MI Canada… Your Questions: U.S. bonds


Posted October 15, 2020

Low rates are here to stay… Choose yield over price… Top Pick: NorthWest Healthcare Properties REIT… Gordon Pape’s updates: Enbridge, Fortis, Information Services


Posted September 24, 2020

High-Yield Portfolio rebounds… Are negative rates coming?… Gavin Graham’s updates: Fiera Capital, Canadian Western Bank, Capital Power, Leon’s Furniture… Gordon Pape’s updates: The Northwest Company, Keyera Corp.


Posted September 10, 2020

ETFs for uncertain times… Gordon Pape updates Fidelity U.S. Monthly High Income Fund, Sentry U.S. Monthly Income Fund, Cambridge Global High Income Fund… Gavin Graham updates Cogeco


Posted August 27, 2020

The T.I.N.A. syndrome… Richard Croft’s updates: BMO US Put Write ETF… Pandemic hits RRIF Portfolio… Gordon Pape’s updates: Summit Industrial Income REIT, Firm Capital MIC, Emera, CI First Asset Gold+ Giants Covered Call ETF, Horizons Enhanced Income Gold Producers ETF… Your Questions: GIC rates


Posted August 13, 2020

A game-changer for preferreds… This month’s Top Pick: RY.PR.S… Gordon Pape’s updates: iShares S&P/TSX Capped REIT Index ETF… Members’ Corner: Brookfield Renewables


Posted July 30, 2020

It’s time to look at value stocks… Apartments provide a firm foundation… This month’s Top Pick: Minto Apartment REIT… Gavin Graham’s updates: iShares S&P Global Water Index Fund, iShares Convertible Bond ETF, iShares MSCI United Kingdom ETF… Gordon Pape’s updates: Morneau Shepell, Suncor Energy, Inter Pipeline, Pembina Pipeline… Paul Bamford’s update: Intact Financial Corp. Non-Cumulative Floating Rate Class A Shares Series 4… Your Questions: Brookfield Renewables


Posted July 16, 2020

Don’t miss this opportunity… This month’s Top Pick: Manulife Rate Reset Preferred… Gordon Pape’s Updates: True North Commercial REIT, Northview Apartment REIT, BMO Low Volatility Canadian Equity ETF, Brookfield Property Partners


Posted June 25, 2020

Crisis winners… The joy of minimums… Top pick: Brookfield Asset Management Class A Preference Shares Series 44… Gavin Graham’s updates: AirBoss, Ag Growth, Uni-Select, Supremex


Posted June 11, 2020

Own gold, get paid… Gordon Pape’s updates: Brookfield Renewable Partners, TransAlta Renewables… Your Questions: Confused by dividends… Correction: SmartCentres REIT


Posted May 28, 2020

The Brookfield conundrum… Income portfolio for troubled times… Gordon Pape’s REIT updates: H&R REIT, SmartCentres REIT… Gordon Pape’s ETF updates: Global X SuperDividend REIT ETF, iShares Global REIT ETF, SPDR S&P Dividend ETF, Harvest Healthcare Leaders Income ETF… Gordon Pape’s stock updates: Firm Capital MIC, Brookfield Infrastructure Partners… TFSA portfolio discontinued

Shake-up for High-Yield Portfolio

Posted May 25, 2020

The portfolio was down a little over 4%. Time for some changes.


Posted May 14, 2020

Shake-up for High-Yield Portfolio… Gordon Pape updates Algonquin Power & Utilities, Pembina Pipeline, PIMCO Monthly Income Fund… Gavin Graham updates AltaGas Canada


Posted April 23, 2020

Know when to hold ’em… Review & outlook for income trusts… Top Pick: iShares U.S. Treasury Bond ETF… Gavin Graham’s updates: Boralex, Cogeco, Calian Group, Fairfax Financial Holdings… Gordon Pape’s updates: Firm Capital MIC… Your questions: Emera Preferreds Series H, Brookfield split

Protecting what you have

Posted April 23, 2020

The stock market is beaten, there’s turmoil in bonds, where do investors turn?


Posted April 9, 2020

Keep your priorities straight… Paul Bamford updates Morguard REIT, Bombardier preferreds… Gordon Pape updates Firm Capital, Summit Industrial Income REIT… More on bond ETFs


Posted March 26, 2020

High yield bond funds at risk… Selloff hits balanced portfolio… It’s rate-reset bargain-hunting time!… Top Pick: Emera Inc. Cumulative Minimum Rate Reset First Preferred Shares Series H… Gordon Pape’s updates: Pembina Pipeline Corp…. Your Questions: Bond funds


Posted March 13, 2020

Not all stocks are losers… Gordon Pape updates Atlantica Yield, Brookfield Infrastructure… Your Questions: U.S. funds… Members’ Corner: Bell preferreds