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The Income Investor - 8. page


Posted January 29, 2015

Game changer… Shawn Allen on bonds vs. stocks… This month’s Top Pick: AGT Food and Ingredients… January updates: AltaGas, Bank of Nova Scotia


Posted January 15, 2015

Watch the Fed in 2015… The best of 2014… January updates: TransAlta Renewables, Milestone Apartments REIT, The Northwest Company, Norbord Inc.


Posted December 18, 2014

Oil plunge hits dividends… Canadian interest rates in 2015… December’s Top Pick: Canadian Pacific 6.25% Guaranteed Notes… >Gavin Graham’s updates: Canadian Oil Sands, Talisman Energy… December updates: National Bank Financial, Freehold Royalties, Keyera Corp., Inter Pipeline, Pembina Pipeline… Tom Slee, Deanne Gage move on


Posted December 4, 2014

Finding U.S. cash flow… Top Pick: Canaccord Series A preferreds… December updates: Baytex Energy, H&R REIT… Your Questions: Oaken Financial… Housekeeping


Posted November 27, 2014

High Yield Portfolio averages 14%… Pitfalls of preferred shares… Inflation protection… November’s Top Pick: Brookfield Asset Management… November updates: Brookfield Renewable Energy Partners, Alaris Royalty, B&G Foods… Housekeeping

Get used to low rates

Posted November 22, 2014

Anyone hoping for a return to higher interest rates in the near future is going to be disappointed. That day has been postponed again, perhaps until 2016.


Posted November 13, 2014

Blow wind, blow!… November updates: Genworth MIC, Intact Financial, Sun Life Financial, PHN High Yield Bond Fund… Housekeeping


Posted October 30, 2014

Get used to low rates… Balanced portfolio update… After the sell-off… October’s Top Pick: Fortis Inc. Cumulative Redeemable 4.75% First Preference Series J Shares… October updates: Bombardier’s 6.25% Series 4 Preferred Shares, Firm Capital Mortgage Investment Corp., Information Services Corp.


Posted October 9, 2014

Why buy bonds?… October updates: FLY Leasing, RioCan REIT, Pure Industrial REIT, Northern Property REIT


Posted September 25, 2014

Investing in expensive markets… September’s Top Pick: Milestone Apartments REIT… Gavin Graham’s Updates: Diageo, Unilever, Johnson & Johnson, Ag Growth International, Capital Power Corp., DH Corporation… September updates: Premium Brands Holding Corporation 5.5% Convertible Unsecured, Brookfield Energy Partners, B&G Foods, TransCanada Corp.


Posted September 11, 2014

Outside the box… September updates: Leisureworld, Ensco PLC, Brookfield Infrastructure LP, Brookfield Energy Partners… Your Questions Answered: RRIF transfer


Posted August 28, 2014

RRIF portfolio on track… Stay away from the bond market… Dividend growth as important as yield… August’s Top Pick: Canadian Utilities Cumulative Redeemable Second Preferred Shares BB… August updates: Tim Hortons, Premium Brands Holding Corp., TransCanada Corp.


Posted August 14, 2014

Rising dividends… August updates: Baytex Energy, Alaris Royalty, Norbord Inc.


Posted July 31, 2014

The new normal… REITS are a special breed… Go West… July Top Picks: iShares J.P. Morgan Emerging Markets Bond ETF, Amica Mature Lifestyles, Talisman Energy… July updates: Canexus Corp., Freehold Royalties, Just Energy Group… Housekeeping


Posted July 10, 2014

A new income pick… July updates: FLY Leasing, Morneau Shepell, Pure Industrial REIT, Student Transportation Inc.


Posted June 26, 2014

Income stocks rally… 2014: The year of redemptions… June’s Top Picks: Fortis Inc. Preferred Shares Series F, iShares S&P/TSX Equity Income ETF… Gavin Graham’s Updates: AltaGas Ltd., Canadian Oil Sands, Potash Corp. of Saskatchewan… Gordon Pape’s Updates: Keyera Corp… Housekeeping


Posted June 12, 2014

Bonds surprise… June updates: Province of Ontario 1.9% Bonds, Corus Entertainment 7.25% Notes, The Northwest Company, The Keg Royalties Income Fund, Leon’s Furniture, Firm Capital MIC, Information Services Corp…. Housekeeping


Posted May 29, 2014

Strong returns from High-Yield Portfolio… Steer clear of 50-year bonds… Gavin Graham’s Updates: Boston Pizza Royalties Income Fund, Pizza Pizza Royalty Trust, Cineplex Inc., Corus Entertainment… More May updates: BCE Inc., Leisureworld Senior Care Corp., Pembina Pipeline Corp.


Posted May 15, 2014

Managing risk… May updates: Pure Industrial REIT, Inter Pipeline, Norbord Inc., Brookfield Infrastructure LP


Posted April 30, 2014

Tim Hortons issue undermines bond lobby… April’s Top Pick: B&G Foods… Gavin Graham’s Updates: Allied Properties REIT, Broadwalk REIT, Canadian REIT, Dundee International REIT, Intact Financial, Cargojet… More April Updates: TransCanada Corp., TAL International Group, Just Energy Group, National Bank


Posted April 17, 2014

Betting on demographics… April updates: Peel Region Municipal Debentures, Baytex Energy… Your Questions: RRIF portfolio, Confused about CBO… Members’ Corner: Tax-filing problems… RRSP Book


Posted March 27, 2014

Balanced portfolio beats target… Convertible debentures and market risk… Gavin Graham’s Updates: Bank of Nova Scotia, Sun Life Financial, Power Financial, Genworth MIC, Davis + Henderson, AG Growth International… Tom Slee’s Updates: Chemtrade Logistics Income Fund 5.75% Convertible Unsecured Subordinated Debentures, H&R REIT 5.9% Convertible Debentures


Posted March 13, 2014

It’s the bumps that count… March updates: First Capital Realty, Johnson & Johnson, Information Services Corp, Morneau Shepell, Freehold Royalties


Posted February 27, 2014

RRIF rebound… Third World money capping our interest rates… February’s Top Pick: Enbridge Inc… February Updates: Enerplus Corp, RioCan REIT, Keyera Corp., Bombardier 6.25% Series 4 Preferreds, Diageo plc, Unilever, Canadian National Railway


Posted February 13, 2014

Bonds to the rescue… February updates: Firm Capital, Brookfield Renewable Energy Partners, Brookfield Infrastructure LP, Baytex Energy… New RRSP book


Posted January 30, 2014

Searching for greenbacks… Interest rates likely to inch up in 2014… Time to buy interest-sensitive stocks?… January’s Top Pick: Capital Power Corporation… January Updates: FLY Leasing, TAL International, Canexus Corp., Bank of Nova Scotia 5.6% Series 17 Preferreds, Canadian General Investments 4.65% Class A Series 2 Preferreds… Your Questions: Convertible debentures and interest rates


Posted January 16, 2014

An income strategy for 2014… January updates: Rogers 5.75% convertible debentures, iShares 1-5 Years Laddered Corporate Bond Index Fund, iShares DEX All Corporate Bond Index Fund, iShares DEX Short Term Bond Index Fund, iShares DEX Universe Bond Index Fund, iShares S&P/TSX Capped REIT Index Fund, RioCan REIT, H&R REIT… Emerging and Frontier Markets newsletter


Posted December 19, 2013

The best of 2013…REITs losing their lustre…December’s Top Pick: Tim Horton’s…December Updates: Brookfield Renewable Energy Partners, Morneau Shepell, Calloway REIT, Crombie REIT, Cineplex Galaxy, Corus Entertainment…Your Questions: What about ZPR?, Convertibles as bonds


Posted December 5, 2013

The impact of tapering… Tax alert… December Updates: RBC Canadian Equity Fund, Inter Pipeline, Brookfield Infrastructure LP, Cambridge High Income Fund… 2014 prices


Posted November 28, 2013

Profits in Saskatchewan… Global interest rate pressures… November’s Top Pick: Premium Brands Holding Convertible Unsecured Subordinated Debentures… Gavin Graham’s Updates: Diageo plc, Johnson & Johnson, Sherritt, Liquor Stores, The Keg Royalties Income Fund… November Updates: Manitoba Telecom Services, CI Signature High Income Fund, Franklin Bissett Canadian High Income Fund, Templeton Global Balanced Fund


Posted November 7, 2013

Back to Baytex… November Updates: iShares Dividend Aristocrats Fund, Peel Region 6.65% debentures, North West Company, Norbord Inc… Your Questions: Tax implications of Dundee REIT


Posted October 24, 2013

High yield portfolio does well…The Fed’s credibility is in tatters… October’s Top Pick: Ensco plc… October Updates: Dundee International REIT, Canadian Pacific Railway Notes, iShares Diversified Monthly Income Fund, City of Hamilton 4.95% Debentures… Your Questions: Confused about rates


Posted October 10, 2013

A new growth stock… October updates: Blue Ribbon Income Fund, Student Transportation Inc., TransCanada Corp., Sentry Global Balanced Income Fund Series X… Your Questions: Thoughts on Innergest Series C… Your Comments: For U.S. readers… Money Show reminder


Posted September 26, 2013

Balanced portfolio slips… Preferred shares take a beating… World Money Show… Septembers Top Picks: Cargojet, Bombardier Series 4 Preferred Shares… September Updates: Sherritt International, Fortis Inc. Preferred Shares Series F, Pembina Pipeline Corp., Freehold Royalties Ltd.


Posted September 12, 2013

The changing face of risk… September updates: Keyera Corp., iShares S&P/TSX Canadian Preferred Fund, iShares S&P/TSX Capped REIT Index Fund, iShares Mortgage Real Estate Capped ETF, Canexus Corp.


Posted August 29, 2013

RRIF Portfolio update…Addressing investment complexities…The Fed?s mixed signals cause doubt…August?s Top Pick: Potash Corp. of Saskatchewan…August Updates: Northern Property REIT, Brookfield Renewable Energy, Firm Capital, Diageo


Posted August 15, 2013

The REIT dilemma…Gordon Pape’s REIT updates: H&R, RioCan, Pure Industrial…Gavin Graham’s updates: Unilever, Canadian Oil Sands…Your Questions: Annuity or REIT?


Posted July 25, 2013

Adapting to interest rates …The deal with corporate REITs…July?s Top Pick: iShares S&P Global Water Index Fund…July Updates: Enerplus Corp., Bissett Canadian High Dividend Fund, BMO Monthly Dividend Fund, CI Signature Dividend Fund, Phillips, Hager & North High Yield Bond Fund, Phillips, Hager & North Short Term Bond and Mortgage Fund, Phillips, Hager & North Total Return Bond Fund, RBC Canadian Equity Income Fund, Chemtrade Logistics Income Fund…Your Questions Answered: PIMCO Monthly Income Fund, Enervest Diversified Income Trust