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The Income Investor - 4. page

Protecting what you have

Posted April 23, 2020

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

tii2007

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

tii2006

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

tii2005

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

tii2004

Posted February 27, 2020

Northview REIT takeover… New bond ETF worth a look… Top Pick: Packing a punch… Gavin Graham’s updates: Unilever, Diageo, Corby Spirits and Wines, Uni-Select… Gordon Pape’s updates: Suncor, Enbridge, Brookfield Asset Management, Inter Pipeline… Members’ Corner: Enbridge reaction

tii2003

Posted February 14, 2020

Big gain for RRIF portfolio… Gordon Pape updates BCE, Brookfield Property Partners, Canoe EIT Income Fund… Your Questions: RRSPs after 71

Invest Like The Pros

Posted February 8, 2020

In the latest edition of our newsletter, The Income Investor, I offer my insights on how to grow this retirement must-have.

tii2002

Posted January 30, 2020

RRSPs – Invest like the pros… Fixed-income substitutes… This month’s Top Pick: BCE First Preferred Shares Series AC… Gordon Pape’s updates: Brookfield Renewable Partners, True North Commercial REIT, Crombie REIT… Your Questions: A safer investment; Why not use TFSAs?… Members’ Corner: Enbridge

tii2001

Posted January 17, 2020

The year ahead… Avoid money market funds… Gordon Pape updates Information Services, Innergex… Your Questions: REITs and utilities; RRSP to TFSA… Members’ Corner: Portfolios; High-interest accounts… Correction

tii1924

Posted December 19, 2019

Cineplex sold at big profit… An overlooked REIT gem… This month’s Top Pick: Morguard REIT… Gordon Pape’s stock updates: Enbridge, Firm Capital MIC, Brookfield Asset Management… Gordon Pape’s fund updates: PH&N High Yield Bond Fund, PH&N Total Return Bond Fund, PH&N Short Term Bond and Mortgage Fund, Fidelity Global Bond Fund, iShares Core International Aggregate Bond ETF, Harvest Brand Leaders Plus Income ETF, First Asset Tech Giants Covered Call ETF… Tax Warning: Year-end fund purchases… Price Reminder

Income Investor Top Performers of 2019

Posted December 9, 2019

The focus is cash flow and safety. Capital gains like these are a nice bonus.

tii1923

Posted December 5, 2019

Top performers of 2019… Gordon Pape’s ETF updates… Your Questions: Brookfield Renewable, Cash wedging… Price reminder

tii1922

Posted November 28, 2019

Takeover boosts Income Portfolio… The sound of music and the madness of crowds… Richard Croft’s updates: BMO U.S. Put Write ETF… Top Pick: Horizons Active Cdn Dividend ETF… Gordon Pape’s updates: H&R REIT, North West Company, Brookfield Renewable Partners… Gavin Graham’s updates: Ag Growth Convertible Debenture… Your Questions: Losing stocks… Correction… Price Notice

tii1921

Posted November 14, 2019

Canada’s Old Faithful… Gordon Pape’s updates: Extendicare, Encana, Pembina Pipeline… Your Questions: Canoe Fund, Split shares

tii1920

Posted October 25, 2019

Big rewards from green energy… The U.K. on sale… Gavin Graham’s updates: Boralex, Fairfax Financial, Cogeco… Gordon Pape’s updates: PIMCO Monthly Income Fund, Summit Industrial Income REIT, Sienna Retirement Living… Your Questions: Replacing Dream Global REIT

tii1919

Posted October 10, 2019

Emotions impact your returns… Richard Croft updates CIBC… Gordon Pape updates Dream Global REIT, Brookfield Infrastructure… Your Questions: RRIF allocation; WPT REIT; Sentry U.S. fund

tii1918

Posted September 26, 2019

Balanced portfolio posts good gain… Choosing the best minimum floor rate reset preferreds… Top Picks: Canadian Utilities Corp. preferred CU.PR.I, TC Energy Corp. preferred TRP.PR.J, Capital Power Corp. preferred CPX.PR.G… Gordon Pape’s updates: Enbridge, TC Energy, Chartwell Retirement Residences REIT, Morneau Shepell… Your Questions: Recession-resistant stocks; Cambridge fund

tii1917

Posted September 12, 2019

In this issue: High-Yield Port …

tii1916

Posted August 29, 2019

RRIF Portfolio posts gain… Perspectives on risk… Richard Croft’s Updates: Covered call writes on Apple Inc. and Netflix… This month’s Top Pick: Global X Super Dividend REIT… Gavin Graham’s updates: AirBoss of America, Medical Facilities, Plaza Retail REIT, Slate Retail REIT, Intact Financial

tii1915

Posted August 15, 2019

Rumour sparks price jump… Gordon Pape’s updates: TransAlta Renewables, Keyera Corp., PrairieSky Royalties, Freehold Royalties, Algonquin Power & Utilities, Brookfield Renewable Partners… Your Questions: Back to work?

tii1914

Posted July 25, 2019

Interest rates are heading down… Searching for income… Top Pick: Fiera Capital Corp…. Gavin Graham’s Updates: iShares S&P Global Water ETF, iShares Convertible Bond ETF, Supremex… Gordon Pape’s updates: Brookfield Infrastructure LP, Canoe EIT Income Fund, Emera Inc., BMO Financial Group… Your Questions: Investing inheritance… Housekeeping

tii1913

Posted July 11, 2019

New cash option… Gordon Pape’s ETF updates… Your Questions: Buying U.S. stocks, Selling U.S. stocks… Housekeeping

tii1912

Posted June 28, 2019

Fed move a game-changer… Top Pick: CI First Asset Canadian Buyback Index ETF… Grab these new preferreds while you can… Gavin Graham’s updates: Calian Group, Capital Power, Pason Systems… Gordon Pape’s updates: North West Company, Extendicare, Information Services

tii1911

Posted June 13, 2019

In this issue: Big gains for b …

tii1910

Posted May 30, 2019

Income Portfolio gains 10%… Trade war angst… Top Pick: Canadian Imperial Bank of Commerce… Richard Croft’s updates: BMO US Put Write ETF… Gordon Pape’s updates: Premium Brands, B&G Foods, Principal Financial Group… Your Questions: Tax efficiencies… Housekeeping

tii1909

Posted May 17, 2019

Brookfield partnerships pay off… Gordon Pape updates Pembina Pipeline… Your Questions: Sentry fund, U.S. term deposits

tii1908

Posted April 25, 2019

REITs rock… The Fed’s dovish game changer… Top Pick: AltaGas Canada… Gordon Pape’s ETF updates: BMO Low Volatility Canadian Equity ETF, Harvest Healthcare Leaders Income ETF, First Asset U.S. & Canada Lifeco Income ETF, First Asset Energy Giants Covered Call ETF, First Asset Tech Giants Covered Call ETF, Horizons Active Preferred Share ETF, Harvest Brand Leaders Plus Income ETF, BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF… Gavin Graham’s Updates: Power Financial, Sun Life Financial, Vodafone

tii1907

Posted April 10, 2019

Balanced Portfolio moves higher… Your Questions: Future of markets, Motive Financial… Members’ Corner: Model portfolios… Ryan Irvine’s workshops… Housekeeping

tii1906

Posted March 28, 2019

Setback for High-Yield Portfolio… Which bond index ETF to buy?… Top Pick: iShares Core Canadian Universe Bond Index ETF… Gordon Pape’s updates: Chartwell Retirement Residences REIT, Innergex Renewable Energy, Chemtrade Logistics Income Fund… Paul Bamford’s Updates: Canadian Utilities I Preferreds, Morguard REIT Convertible Debentures, Intact Financial Floating D Preferreds

tii1905

Posted March 14, 2019

Dividend stocks are not bonds… Gordon Pape updates Northview REIT, Algonquin Power… Gavin Graham updates AltaGas Ltd…. Members’ Corner: Model Portfolios