Newsletter: The Income Investor
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Posted June 24, 2021Pipeline battles… A case for preferred shares… Finding the right preferred… This month’s Top Pick: Westcoast Energy preferred W.PR.M… Paul Bamford’s updates: Canadian Utilities preferred CU.PR.I… Gordon Pape’s updates: NorthWest Healthcare Properties REIT, Dream Industrial REIT… Members’ Corner: Convertible Bond ETFs… Ryan Irvine’s summer webinars
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Posted June 10, 2021Return to normality… Gavin Graham updates Scotiabank, Canadian Western Bank… Gordon Pape updates BMO Covered Call Dow Jones ETF… Correction: Pizza Pizza
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Posted May 27, 2021Green energy hits bear market… There’s value in streaming… This month’s Top Pick: Anglo Pacific Group… Gavin Graham’s updates: AirBoss of America, Boralex, Corby Spirits and Wines, Fiera Capital, Pizza Pizza Royalty Corp…. Gordon Pape’s ETF updates: Horizons HEP, CI First Asset CGXF, Vanguard VBU, Horizons HALRoyalty Corp…. Members’ Corner: Foreign dividends
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Posted May 13, 2021Limiting risk… Top Pick: Canadian Utilities… Gordon Pape updates BCE, Pembina Pipeline, Enbridge… Members’ Corner: Thanks to Paul Bamford
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Posted April 29, 2021Balanced 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
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Posted April 9, 2021Brookfield 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
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Posted March 26, 2021In this issue: Big gain for High-Yield Portfolio Minimum rate reset prefs still a good deal Top Pick: Enbridge minimum rate reset preferred Series 19 Gordon Pape’s ETF updates: iShares Core Balanced (XBAL), Brompton, Flaherty & Crumrine Preferred ( …
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Posted March 11, 2021Rising 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
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Posted February 25, 2021In this issue: RRIF portfolio bounces back Investing through bubbles, booms, and busts This month’s Top Pick: CT REIT Gavin Graham’s updates: Diageo, Unilever, Calian Group, Fairfax Financial Gordon Pape’s updates: iShares U.S. Treasury Bond ETF Next u …
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Posted February 11, 2021Brookfield twins pay off… Dividend hikes… Gordon Pape updates BCE… Your Questions: Withdrawing RRIF assets; Solving a mystery; Taxing bond ETFs; Wife’s RRSP
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Posted January 28, 2021Firm 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
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Posted January 14, 2021In this issue: Industrial REITs are hot Brookfield to the rescue Gordon Pape updates Morneau Shepell, B&G Foods, Enbridge Your Questions: Loss on GOVT Next regular issue: January 28 Download the PDF INDUSTRIAL REITS ARE HOT By Gordon Pape, Editor a …
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Posted December 17, 2020Overlooked 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
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Posted December 3, 2020REITs in recovery… Gordon Pape updates Fortis, Emera, Innergex… Your Questions: Dividend payments; What about SRET?… Price increase
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Posted November 26, 2020Big 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, 2020A good choice is the Brompton Flaherty and Crumrine Investment Grade Preferred ETF
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Posted November 12, 2020Focus on quality… This month’s Top Pick: U.S. Preferred ETF… Updates: Brookfield Renewable Partners… Your Questions: Wants opinion on VRIF… Correction: BMO yield
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Posted October 29, 2020Second 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
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Posted October 15, 2020Low rates are here to stay… Choose yield over price… Top Pick: NorthWest Healthcare Properties REIT… Gordon Pape’s updates: Enbridge, Fortis, Information Services
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Posted September 24, 2020High-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.
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Posted September 10, 2020ETFs 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
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Posted August 27, 2020The 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
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Posted August 13, 2020A 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
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Posted July 30, 2020It’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
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Posted July 16, 2020Don’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
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Posted June 25, 2020Crisis 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
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Posted June 11, 2020Own gold, get paid… Gordon Pape’s updates: Brookfield Renewable Partners, TransAlta Renewables… Your Questions: Confused by dividends… Correction: SmartCentres REIT
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Posted May 28, 2020The 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, 2020The portfolio was down a little over 4%. Time for some changes.
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Posted May 14, 2020Shake-up for High-Yield Portfolio… Gordon Pape updates Algonquin Power & Utilities, Pembina Pipeline, PIMCO Monthly Income Fund… Gavin Graham updates AltaGas Canada