Newsletter: The Income Investor

  • Power Corporation of Canada (TSX: POW, OTC: PWCDF)

    July 29, 2021
    Power Corp. of Canada is a diversified holding company with interests in financial services, communications, and other business sectors through…
  • tii2113

    July 8, 2021
    Reaching for yield... Gordon Pape updates Keyera Corp., TC Energy, Innergex Renewable Energy... Your Questions: Bank ETFs
  • Westcoast Energy Inc. Cumulative 5-Year Minimum Rate Reset Redeemable First Preferred Share Series 12 (TSX: W.PR.M)

    June 26, 2021
    This is a minimum rate reset preferred with 12 million shares outstanding, which is more than any other preferred from…
  • tii2112

    June 24, 2021
    Pipeline battles... A case for preferred shares... Finding the right preferred... This month's Top Pick: Westcoast Energy preferred W.PR.M... Paul…
  • tii2111

    June 10, 2021
    Return to normality... Gavin Graham updates Scotiabank, Canadian Western Bank... Gordon Pape updates BMO Covered Call Dow Jones ETF... Correction:…
  • Ecora Resources PLC (TSX: ECOR)

    May 29, 2021
    Ecora Resources was formerly known as Anglo Pacific Group. It renamed itself last October to reflect the change in the…
  • tii2110

    May 27, 2021
    Green energy hits bear market... There's value in streaming... This month's Top Pick: Anglo Pacific Group... Gavin Graham's updates: AirBoss…
  • Canadian Utilities (TSX: CU, OTC: CDUAF)

    May 15, 2021
    Canadian Utilities is based in Calgary. Its operations include electricity generation, transmission, and distribution and natural gas transmission, distribution, and…
  • tii2109

    May 13, 2021
    Limiting risk... Top Pick: Canadian Utilities... Gordon Pape updates BCE, Pembina Pipeline, Enbridge... Members' Corner: Thanks to Paul Bamford
  • The Coca-Cola Company (NYSE: KO)

    May 3, 2021
    Everyone knows about Coca-Cola.. What you may not know is that Coke is just one of more than 500 drink…
  • tii2108

    April 29, 2021
    Balanced Portfolio gains ground... A fixed-income proxy for conservative investors... Gordon Pape's updates: Procter & Gamble, CI U.S. & Canada…
  • tii2107

    April 9, 2021
    Brookfield ups the ante... Gordon Pape updates Algonquin Power & Utilities, Principal Financial Group, B&G Foods.... Digital tax credit... Your…
  • Enbridge Cumulative Redeemable Minimum Rate Reset Preference Shares, Series 19 (TSX: ENB.PF.K)

    March 27, 2021
    This is a cumulative redeemable minimum rate reset preferred share, which does not reset its dividend for another two years.…
  • tii2106

    March 26, 2021
    In this issue: Big gain for High-Yield Portfolio Minimum rate reset prefs still a good deal Top Pick: Enbridge minimum…
  • tii2105

    March 11, 2021
    Rising rates hit utilities... Gordon Pape updates TC Energy, BMO Group, Pembina Pipeline, TransAlta Renewables... Your Questions: Calculating yield; Too…
  • tii2104

    February 25, 2021
    In this issue: RRIF portfolio bounces back Investing through bubbles, booms, and busts This month's Top Pick: CT REIT Gavin…
  • tii2103

    February 11, 2021
    Brookfield twins pay off... Dividend hikes... Gordon Pape updates BCE... Your Questions: Withdrawing RRIF assets; Solving a mystery; Taxing bond…
  • Procter & Gamble (NYSE: PG)

    February 2, 2021
    Cincinnati-based P&G is a giant in the cleaning products business as well as personal health care and grooming. The odds…
  • tii2102

    January 28, 2021
    Firm Capital defies pessimists... This month's Top Pick: Procter & Gamble... Seeds of division... Richard Croft's covered call recommendations... Richard…
  • tii2101

    January 14, 2021
    In this issue: Industrial REITs are hot Brookfield to the rescue Gordon Pape updates Morneau Shepell, B&G Foods, Enbridge Your…
  • Stella-Jones Inc. (TSX: SJ, OTC: SJLIF)

    December 21, 2020
    Montreal based Stella-Jones (SJ) is one of the leading producers of pressure-treated wood products in North America, supplying electrical utilities…
  • tii2024

    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…
  • tii2023

    December 3, 2020
    REITs in recovery... Gordon Pape updates Fortis, Emera, Innergex... Your Questions: Dividend payments; What about SRET?... Price increase
  • iShares Core Balanced ETF Portfolio (TSX: XBAL)

    November 29, 2020
    : This is a balanced ETF that invests globally in a portfolio that is roughly divided 60 per cent stocks,…
  • tii2022

    November 26, 2020
    Big payouts - but for how long?... New traditions... This month’s Top Pick: iShares Core Balanced ETF Portfolio... Gordon Pape’s…
  • U.S. preferreds offer stability and good yields

    November 23, 2020
    A good choice is the Brompton Flaherty and Crumrine Investment Grade Preferred ETF
  • Brompton Flaherty and Crumrine Investment Grade Preferred ETF (TSX: BPRF, BPRF.U)

    November 14, 2020
    This ETF focuses on U.S. preferred shares. It is overseen by Flaherty & Crumrine, a highly respected specialty U.S. preferred…
  • tii2021

    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...…
  • tii2020

    October 29, 2020
    Second wave hits stocks... Balanced portfolio bounces back... Making sense of retail REITs... Gordon Pape's updates: TC Energy, Algonquin Power…
  • NorthWest Healthcare Properties REIT (TSX: NWH.UN, OTC: NWHUF)

    October 16, 2020
    This REIT offers a portfolio of high-quality healthcare real estate comprised of interests in a diversified portfolio of 183 income-producing…
  • tii2019

    October 15, 2020
    Low rates are here to stay... Choose yield over price... Top Pick: NorthWest Healthcare Properties REIT... Gordon Pape's updates: Enbridge,…
  • tii2018

    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…
  • tii2017

    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…
  • Horizons Enhanced Income Gold Producers ETF (TSX: HEP)

    August 31, 2020
    This ETF is similar to CGXF; however, it has a much more international flavour.
  • tii2016

    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…
  • Royal Bank Non-Cumulative, 5-Year Rate Reset Preferred Shares Series BO (TSX: RY.PR.S)

    August 15, 2020
    This is an NVCC rate reset preferred share issued by Canada's largest bank.
  • tii2015

    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:…
  • Minto Apartment REIT (TSX: MI.UN)

    August 2, 2020
    Minto is a REIT that owns and operates a portfolio of 29 high quality, multi-residential properties in Toronto, Ottawa, Montreal,…
  • tii2014

    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…
  • Manulife Financial Corporation Non-Cumulative Rate Reset Class 1 Shares, Series 21 (TSX: MFC.PR.O)

    July 17, 2020
    This is a rate reset preferred. It is not a minimum, but its spread (497 bps) is higher than the…
  • tii2013

    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…
  • Brookfield Asset Management Inc. Class A Preference Shares Series 44 (TSX: BAM.PF.H)

    June 30, 2020
    Brookfield Asset Management is an alternative asset manager with over $515 billion in assets under management It’s been around in…
  • tii2012

    June 25, 2020
    Crisis winners... The joy of minimums... Top pick: Brookfield Asset Management Class A Preference Shares Series 44... Gavin Graham's updates:…
  • CI First Asset Gold+ Giants Covered Call ETF (TSX: CGXF)

    June 14, 2020
    This ETF invests in an equal-weight portfolio of the 15 largest gold and precious metals companies by market cap listed…
  • tii2011

    June 11, 2020
    Own gold, get paid... Gordon Pape’s updates: Brookfield Renewable Partners, TransAlta Renewables... Your Questions: Confused by dividends... Correction: SmartCentres REIT
  • tii2010

    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:…
  • Shake-up for High-Yield Portfolio

    May 25, 2020
    The portfolio was down a little over 4%. Time for some changes.
  • tii2009

    May 14, 2020
    Shake-up for High-Yield Portfolio... Gordon Pape updates Algonquin Power & Utilities, Pembina Pipeline, PIMCO Monthly Income Fund... Gavin Graham updates…
  • IShares U.S. Treasury Bond ETF (BZX: GOVT)

    April 27, 2020
    This ETF invests exclusively in U.S. Treasury bonds, with maturities from one to 30 years.