Newsletter: The Income Investor

Setback for Balanced Portfolio… Is it wrong to worry about falling stocks?… This month’s Top Pick: Fairfax Financial… Gavin Graham’s September Updates: Boardwalk REIT, Cineplex… Gordon Pape’s September Updates: Algonquin Power, Fortis

In this issue: Higher rates hit dividend stocks Gordon Pape updates Intertape Polymer, Evertz Technologies Next regular issue: Sept. 28 View this newsletter on our website to download the PDF HIGHER RATES HIT DIVIDEND STOCKS By Gordon Pape, Editor and …

Small gain for RRIF Portfolio… Option income strategies that hedge risk… This month’s Top Picks: iShares Core Total USD Bond Market ETF, iShares Core International Aggregate Bond ETF… Gordon Pape’s Updates: Inter Pipeline, Pembina Pipeline, TransAlta Renewables, Brookfield Infrastructure LP… Members’ Corner: REIT distributions, World Money Show

Harvesting more income… Gordon Pape’s updates: PrairieSky Royalty, Norbord Inc., Brookfield Renewable Partners… Your Questions: The right funds?… Toronto Money Show

Investing in REITs… Do CEOs matter?… Top Pick: Calian Group… Gavin Graham’s Updates: Cogeco, Medical Facilities, Slate Retail REIT… Gordon Pape’s updates: Principal Financial Group, B&G Foods… Your questions: Preferred share ladder

Good value from these RBC funds… Gordon Pape’s updates: Keyera Corp., Exchange Income Corp., Enbridge Income Fund Holdings… Your questions: Worried about the market

Mr. Croft has written extensively on utilizing individual stocks, mutual funds and exchange traded funds within a portfolio model. His work includes nine books and thousands of articles and commentaries for Canada’s largest media channels.

Emerging markets offer better yields… Option strategies to generate income… Top Pick option strategies: Advanced Micro Devices, Square Inc., BMO U.S. Put Write ETF… Gordon Pape’s stock updates: Emera, Fortis, Algonquin Gordon Pape’s ETF updates: First Asset Tech Giants Covered Call ETF, Horizons Active Preferred Share ETF, BMO Equal Weight Utilities Index ETF, BMO International Dividend ETF, BMO U.S. Dividend ETF, iShares Core Canadian Short Term Bond Index ETF, iShares Core Canadian Universe Bond Index ETF

Value in the oil patch… Gordon Pape’s updates: Freehold Royalties, Enbridge, TransCanada Corp., BMO Financial Group, Information Services… Your Questions: Tax-effective investments, Oaken Financial, investing in Enbridge

In this issue: Nice gain for income portfolio Attention investors: U.S. retail opportunity Top Pick: Slate Retail REIT Misconceptions about Home Capital Gavin Graham’s updates: Genworth MIC, Canadian Western Bank Gordon Pape’s updates: Chartwell REIT N …

Pembina buys Veresen… Gordon Pape’s updates: Firm Capital, Exchange Income Corp…. Members’ Corner: U.S. dividends… Ryan Irvine workshop

Balanced portfolio holds its ground… The big comeback… Covered call options explained… Top Pick: CNR covered call… Gordon Pape’s REIT updates: True North Commercial, Chartwell Retirement Residences, Crombie, Pure Industrial… Your Questions: U.S. dollar account, Managing a LIRA

The value of good advice… Gordon Pape’s updates: Premium Brands, Pembina Pipeline… Your Questions: Enhanced Income Portfolio… Corrections: Intertape Polymer, H&R Convertible Debentures

High-yield portfolio gains again… Convertibles bonds: a lower-risk investment… This month’s Top Picks: iShares Convertible Bond Index ETF, Ag Growth 5% Convertible 2020 Debenture… Gavin Graham’s convertible updates: Chemtrade DB.A, H&R REIT DB.D, Rogers Sugar DB.D, Firm Capital DB.A, Premium Brands DB.C… Gordon Pape’s March updates: Enercare, Intertape Polymer Group… Your questions: Spending it all before you go

The bond dilemma… Gavin Graham’s updates: CN Rail, Cogeco Inc… Gordon Pape’s updates: Norbord Inc., Algonquin Power & Utilities

Good gain for RRIF Portfolio… Richard Croft new Associate Publisher… Enhanced Income Portfolio… Top Pick: First Asset Tech Giants Covered Call ETF… Gavin Graham’s updates: Ag Growth International, Cineplex, Unilever

RRSPs – think long-term… Gavin Graham’s updates: Diageo, Unilever, Johnson and Johnson… Gordon Pape updates Brookfield Energy Partners

What’s the catch?… Milestone taken out… Who’s the boss?… Top Pick: AirBoss of America… January updates: Pason Systems, Canadian Western Bank, Algonquin Power, Northview Apartment REIT, CIBC Global Bond Fund, Fidelity Global Bond Fund, PH&N Total Return Bond Fund, PH&N High Yield Bond Fund, PH&N Short Term Bond and Mortgage Fund, TD Short Term Bond Fund

Dogs offer good yield… January updates: Horizons Active Preferred Share ETF, BMO Equal Weight Utilities Index ETF, BMO International Dividend ETF, BMO U.S. Dividend ETF, iShares S&P/TSX Composite High Dividend Index ETF, SPDR S&P Dividend ETF, iShares S&P/TSX Dividend Aristocrats Index ETF… Your Questions: Bond funds

Income Portfolio posts solid gain… Achieving liftoff… Top Pick: Savaria Corp…. Gavin Graham’s Updates: Capital Power… Gordon Pape’s Updates: Evertz Technologies, Norbord Corp…. Your questions: Preferred share ETFs, floating rate preferreds, TFSA question

The best of 2016… Gordon Pape?s updates: Chorus Aviation, Milestone Apartments REIT… Gavin Graham updates AGT Food and Ingredients… Your Questions: Green energy stocks… Membership fees

Trump and inflation… Top Pick: Principal Financial Group… Gavin Graham’s updates: Capital Power, Corus Entertainment, Medical Facilities, Uni-Select… Gordon Pape’s updates: B&G Foods, Canadian Utilities Second Preferred shares, Bombardier Series 4 Preferred Share, Enbridge Income Fund Holdings

Stick to your investment plan, collect your dividends, and keep your cool.

Trump’s win creates a new dynamic… Gordon Pape’s updates: Pattern Energy, Exchange Income… Your Questions: Credit-rated tenants, buying mutual funds, GIC rates

Balanced Portfolio still strong… Pipeline to growth… This month’s Top Pick: Veresen Inc… Gavin Graham’s updates: Genworth MIC, Corby Spirit and Wine… Gordon Pape’s REIT updates: Chartwell Retirement Residences, Crombie, H&R, Pure Industrial, SmartREIT

A new REIT for our list… Gordon Pape’s updates: Alaris Royalty, Northwest Company, Enbridge… Gavin Graham’s updates: Brookfield Asset Management, Ag Growth International

Two top monthly income funds… Another gain for High-Yield Portfolio… Money in the tank… This month’s top pick: ZCL Composites… September updates: Diageo, Unilever, AltaGas, DH Corp.

A preferred ETF to consider … Gordon Pape’s updates: BMO Financial Group, Enercare, Firm Capital MIC, Information Services, Inter Pipeline

REITs are losing steam RRIF Portfolio rebounds Where to find income This month’s top pick: Pattern Energy Gavin Graham’s updates: Bank of Nova Scotia, Potash Corp.

A rough year for preferreds… Preferred share updates: Canadian Utilities Cumulative Redeemable Second Preferred Shares BB, Enbridge Series A Preferred Shares, Enbridge Series R Preferred Shares, Fortis Inc. Cumulative Redeemable 4.75% First Preference Series J Shares, Fortis Inc. Preferred Shares Series F… More updates: Norbord Inc., Brookfield Infrastructure LP

Best of times, worst of times… Bond yields plunge after Brexit… This month’s top pick: Algonquin Power & Utilities… Gavin Graham’s updates: iShares S&P Global Water Index ETF, Intact Financial, Sun Life Financial… Gordon Pape’s updates: Emera Inc., Bank of Nova Scotia 5.6% Series 17 Preferreds, BCE Inc. Cumulative Redeemable First Preferred Shares, Series 5, BCE First Preferred Shares Series AC, Bombardier Series 4 Preferred Shares

Rates continue to slide… Top Pick: Innergex Renewable Energy… Gordon Pape’s updates: B&G Foods, RioCan REIT