Newsletter: The Income Investor

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

The 5% solution… Gordon Pape updates BMO Equal Weight Utilities Index ETF, The Coca-Cola Company… Gavin Graham updates Boralex… Your Questions: Russel Metals, Algonquin dividends… Pro’s Posts: Strip bond ETFs

Bond angst… We’ll always need power (and much more)… Top Pick: AltaGas… Gordon Pape updates Brookfield Renewable Partners, Brookfield Infrastructure LP… Gavin Graham updates Diageo, Unilever, Fiera Capital, Boralex, Suncor… Members’ Corner: Interest rates

High rates may not be “transitory”… This month’s Top Pick: Exchange Income Corp…. Gordon Pape updates NorthWest Healthcare Properties REIT, Dream Industrial REIT

Energy sector pays off… The REIT stuff… Graham’s retail REIT updates: Choice Properties, CT, SmartCentres, Plaza Retail… Graham’s commercial/residential REIT updates: Allied Properties, Minto Apartment, Artis… Gordon Pape updates ConocoPhillips… Members’ Corner: Likes VRIF

Pipelines prosper… This month’s Top Pick: CI Health Care Giants Covered Call ETF… Your Questions: Seeks a retirement fund; Wants an investment course

Defensive positions… The correction blues… Richard Croft’s updates: CIBC, Manulife… Gordon Pape’s updates: Algonquin Power & Utilities, Summit Industrial Income REIT, Canoe EIT Income Fund, Valero Energy, Procter & Gamble… Your Questions: LIF dividend

Balancing act… Bond dilemma… Gordon Pape updates North West Company, Coca-Cola… Your Questions: Slate Grocery REIT

Storm clouds… A cheap play on global growth… Top Pick: CK Hutchison Holdings Ltd… Gavin Graham’s updates: Bank of Nova Scotia, CN Rail, Pason Systems, The Keg Royalty Income Fund… Gordon Pape’s updates: BMO Low Volatility Canadian Equity ETF… Your Questions: Brookfield partnerships, Short-term bond funds

Green energy comeback… This month’s Top Pick: Slate Grocery REIT… Gordon Pape updates Brookfield Asset Management… Gavin Graham updates Sun Life Financial… Your Questions: Saving for condo

Gain for Balanced Portfolio… Building back better… Top Pick: Watts Water Systems… Gavin Graham’s updates: Intact Financial, Stella Jones, Savaria Corp… Gordon Pape’s updates: Western Union, Russel Metals… Your Questions: Retirement investing… Keystone’s spring webinars

Gain for High-Yield Portfolio… Gordon Pape updates BMO Group… Gavin Graham updates Fairfax Financial… Your Questions: Real return bond funds

Small gain for RRIF portfolio… Russia-Ukraine means higher inflation… Gavin Graham’s updates: Canadian Western Bank, Leon’s Furniture, CT REIT, Granite REIT, Richards Packaging Income Fund… New Harvest ETF to yield 8.5%

Public Enemy #1… Gordon Pape updates BCE, Brookfield Renewables… Gavin Graham updates Anglo Pacific, Capital Power

Don’t like bonds? Here’s another approach… Did father know best?… Richard Croft’s updates: CIBC, Manulife, Power Corp… Top Pick: Medical Properties Trust… Gordon Pape’s updates: TransAlta Renewables, Canadian Utilities, Procter & Gamble, Emera

Dos and don’ts for 2022… Gordon Pape updates Brookfield Renewables… Your Questions: Dealing with an inheritance, BMO ETFs

Seven resolutions for 2022… Omicron and your money… REITs as an inflation hedge… Gordon Pape’s updates: Pembina Pipeline, Atlantica Sustainable Infrastructure, Principal Financial Group, B&G Foods… Gavin Graham’s updates: iShares MSCI UK ETF, iShares S&P Global Water Index ETF, Corby Spirit and Wines, Fiera Capital, Calian Group… Price increase: final reminder… Happy Holidays

An early Christmas present… This month’s Top Pick: Western Union… Your Questions: Firm Capital, Brookfield LPs… A holiday special… Beat the price increase

REIT ETFs show mixed returns… Diversified REITs make a comeback… Top Pick: Artis REIT… Richard Croft’s Update: Power Corp. of Canada… Gordon Pape’s Updates: BMO Low Volatility Canadian Equity ETF, CI U.S. & Canada Lifeco Income ETF… Gavin Graham’s Updates: Diageo, Unilver, Stella-Jones, Pizza Pizza Royalty Corp., The Keg Royalties Income Fund

Dividend ban lifted… This month’s Top Pick: Russel Metals… Gordon Pape’s updates: iShares Core Balanced ETF Portfolio, Horizons Enhanced Income Gold Producers ETF, CI First Asset Gold+ Giants Covered Call ETF, BCE

Where to find dividend growth The purpose of income portfolios is income… Top Pick: Freehold Royalties Ltd… Richard Croft’s Update: Power Corp. of Canada… Gordon Pape’s Updates: Procter & Gamble Co., Fortis Inc… Gavin Graham’s Updates: Fairfax Financial Holdings Ltd., Savaria Corp., Boralex Inc…. Ryan Irvine’s Fall Webinars: How to Position your Stock Portfolio for 2022 and Beyond

Balanced Portfolio continues to gain… This month’s Top Pick: Gibson Energy… Your Questions: Canadian General Investments

High Yield Portfolio posts gain… REITs for income and value… Top Pick: Automotive Properties REIT… Gordon Pape’s Updates: Harvest Healthcare Income Leaders ETF, Horizons Active Cdn Dividend ETF, BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF, Brompton Flaherty & Crumrine Investment Grade Preferred ETF… Gavin Graham’s Updates: Suncor Energy

Not all bond ETFs are losers… Gavin Graham updates Johnson & Johnson, Intact Financial, Cineplex… Correction: Slate REIT

RRIF Portfolio doing well… REIT Roundup… Gavin Graham’s REIT updates: Choice, Crombie, SmartCentres, Plaza, Slate, Allied, Minto… Gordon Pape’s update: Pembina Pipeline… Your questions: US investing