Newsletter: The Income Investor

In 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 …

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

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

In 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 …

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

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

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!

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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