Newsletter: The Income Investor
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Posted September 15, 2016A preferred ETF to consider … Gordon Pape’s updates: BMO Financial Group, Enercare, Firm Capital MIC, Information Services, Inter Pipeline
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Posted August 25, 2016REITs 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.
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Posted August 11, 2016A 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
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Posted July 28, 2016Best 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
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Posted July 14, 2016Rates continue to slide… Top Pick: Innergex Renewable Energy… Gordon Pape’s updates: B&G Foods, RioCan REIT
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Posted June 23, 2016A good year so far… This month’s Top Pick: Medical Facilities Corp…. Gordon Pape’s updates: Alaris Royalties, Evertz Technologies, Exchange Income, Intertape Polymer, Morneau Shepell… Gavin Graham’s updates: Capital Power, Leon?s Furniture, Boston Pizza, Pizza Pizza, The Keg
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Posted June 8, 2016Take another look at funds… June updates: Cogeco Inc., Dorel Industries, BMO Financial Group
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Posted May 26, 2016Income portfolio rebounds… Green stocks for cash flow… Mid-cap stocks look attractive… This month’s Top Pick: Chorus Aviation… May Updates: Cineplex, Genworth MIC, Uni-Source, Talisman Energy, Enbridge Income Fund Holdings
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Posted May 13, 2016REIT recovery continues… May updates: Baytex Energy, Freehold Royalties, Talisman Energy
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Posted April 21, 2016Balanced Portfolio bounces back… Use options to add yield… “I Am Canadian,” 10 years on… This month’s Top Pick: Corby Spirit and Wine… Gavin Graham’s updates: Ag Growth International, AltaGas…
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Posted April 7, 2016What’s the worst thing?… A good first quarter… April updates: PHN High Yield Bond Fund, Bombardier Series 4 preferreds, TransCanada Corp., BCE Inc., Crombie REIT… Your Questions: Preferred shares
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Posted March 24, 2016Big gain for high yield portfolio… Are dividends under threat?… This month’s Top Pick: Enercare… March Updates: Corus Entertainment, Pembina Pipeline, Student Transportation, FLY Leasing, AGT Food & Ingredients
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Posted March 10, 2016Boring but profitable… March updates: Brookfield Infrastructure LP, Brookfield Energy Partners, TransAlta Renewables…Your Questions: U.S. bond funds
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Posted February 25, 2016RRIF portfolio update… Drilling for dividends… This month’s Top Pick: Pason Systems… February Updates: ConocoPhillips, Enlink Midstream, Valero Energy, Macquarie Infrastructure Fund, Potash Corp. of Saskatchewan… Your questions: preferred shares.
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Posted February 12, 2016In this issue: Searching for certainty February updates: Northview REIT, RBC Canadian Equity Income Fund, BMO Financial Group. Your Questions: New tax bracket, Diversiflex Plus Next regular issue: February 25 View this newsletter on our website to down …
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Posted January 28, 2016Not everything is down… This month’s Top Picks: Fortis Inc., BMO Equal Weight Utilities Index ETF… Gordon Pape’s January Updates: Keyera Corp. correction, Premium Brands common stock, Premium Brands convertible debentures, B&G Foods, Milestone Apartments REIT, Chemtrade Logistics Income Fund… Falling prices lead to deals… Gavin Graham’s January Updates: Suncor Energy, Canadian Oil Sands, Corus Entertainment
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Posted January 15, 2016A safe haven REIT… January updates: Firm Capital MIC, Information Services Corp., Keyera Corp… Your Questions: Model portfolios, RRSP growing pains, bond recommendations
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Posted December 17, 2015In this issue: TFSA roll back Pipeline pressure yields opportunity This month’s Top Pick: EnLink Midstream LLC Banks stay strong despite headwinds December Updates: Bank of Nova Scotia, Canadian Western Bank, Boardwalk REIT, Enbridge Income Fund Your c …
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Posted December 3, 2015TFSA portfolio shows small gain… December update: Morneau Shepell … Your Questions: Where do dividends go, investing strategy
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Posted November 19, 2015Setback for Balanced Portfolio…This month’s Top Pick: Exchange Income Corp… Are today’s low bond yields the worst in history?… Are short-sellers always correct?… Gavin Graham’s updates: DH Corp., Corus Entertainment… Gordon Pape’s updates: Alaris Royalty Corp.
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Posted November 6, 2015Fight looms over fund fees… November updates: Sienna Senior Living, Amica Mature Lifestyles, Evertz Technologies. The North West Company… Your Questions: Enbridge Income share issue
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Posted October 22, 2015High-yield bonds worth a look… Oilpatch merger momentum builds steam… Gavin Graham’s updates: Suncor, Canadian Oil Sands… This month’s Top Pick: Encana Corp… October updates: Valero Energy… Gordon Pape’s fund updates: PH&N High Yield Bond, CI Cambridge High Income, CI Signature High Income, CI Signature Dividend, TD Mortgage … Your questions: Adviser says sell Inter Pipeline
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Posted October 8, 2015In this issue: A stock for tough times October updates: RioCan REIT, Unilever, Inter Pipeline Next issue: October 22 A STOCK FOR TOUGH TIMES By Gordon Pape, Editor and Publisher These are not easy times for income investors. As of the close of trading …
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Posted September 24, 2015In this issue: High-Yield Portfolio loses ground Havens in the storm This month’s Top Pick: Bank of Montreal September updates: Bank of Nova Scotia, Canadian Western Bank, Johnson & Johnson, TransAlta Renewables, Freehold Royalties, Fortis J preferreds …
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Posted September 11, 2015In this issue: The investor’s dilemma RRIF withdrawals reduced September updates: iShares Canadian Short Term Bond Index ETF, BMO U.S. Dividend ETF, The Keg Royalties Income Fund, Pizza Pizza Royalty Trust, Leon’s Furniture Your Questions: iShares ETF …
The rigged bond market
Posted September 3, 2015It’s time to set a clear timetable for the full implementation of an open bond trading system in Canada.
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Posted August 27, 2015Coping with the plunge… RRIF setback… Commodity stock outlook… This month’s Top Pick: Valero Energy Corp…. Updates: Potash Corp. of Saskatchewan, Suncor Energy, Boston Pizza Royalties Income Fund, ConocoPhillips… News & Notes: Upcoming seminar, bond market update
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Posted August 14, 2015In this issue: The rigged bond market August updates: FLY Leasing, Alaris Royalty, TAL International Group, Phillips, Hager & North Total Return Bond Fund, Baytex Energy Next issue: August 27 THE RIGGED BOND MARKET By Gordon Pape, Editor and Publisher …
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Posted July 23, 2015Think global… Judging leverage… Interest rate worries hit REITs and financials… This month’s Top Pick: BMO International Dividend ETF… Updates: Allied Properties REIT, Boardwalk REIT, Canadian REIT, Dream Global REIT, Genworth MIC, Intact Financial, Power Financial, Sun Life Financial, Brookfield Renewable Energy Partners
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Posted July 10, 2015Dropdowns are working for investors… Top Pick: Enbridge Income Fund Holdings… July updates: Pure Industrial REIT, Northern Properties REIT, Milestone Apartments REIT, Calloway REIT
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Posted June 25, 2015We still don’t understand TFSAs… Motoring ahead… This month’s Top Picks: Uni-Select, Macquarie Infrastructure… Updates: AGT Food & Ingredients, Capital Power, ConocoPhillips
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Posted June 11, 2015In this issue: Interest-sensitive stocks under pressure June updates: RioCan REIT, Labrador Iron Ore, Sienna Senior Living, Freehold Royalties, Premium Brands Next issue: June 25 INTEREST-SENSITIVE STOCKS UNDER PRESSURE By Gordon Pape, Editor and Publi …
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Posted May 29, 2015Rate hikes coming – be ready… Judging dividends… Energy stocks offer good value… This month’s Top Pick: Suncor Energy… May updates: Brookfield Infrastructure LP, Brookfield Asset Management, Cineplex Inc.
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Posted May 15, 2015TFSAs for income… May updates: Corus Entertainment, TransAlta Renewables, Firm Capital, B&G Foods
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Posted April 30, 2015Balanced Portfolio gains 7%… Two REIT numbers you need to know… Top Pick: Cogeco Inc… April updates: Calloway REIT, Alaris Royalty Corp., iShares S&P Global Water Index ETF… Your Questions: Wants more REITs