Designed to help Canadians find investment solutions to the two big problems they’re facing: low interest rates and volatile stock markets, the Income Investor was chosen by The Globe and Mail as one of the top five investment newsletters in Canada. If you need income from investments with minimal risk, the Income Investor covers all types of income securities including income trusts, preferred shares, high-yielding common stocks, bonds, mutual funds, exchange-traded funds, and GICs. Any security that generates cash flow is fair game for our experts.
Edited and published by Gordon Pape. Editor: Mike Keerma.
With Gavin Graham, Shawn Allen, Adam Mayers, & Paul Bamford.
Recent Issues
tii2511 (June 12, 2025)
What’s safe?… Inflation defense… Adam Mayers updates Corby’s… New Harvest ETF worth a look
tii2510 (May 22, 2025)
Dividend cuts not always bad… This month’s Top Pick: Enghouse Systems… Gavin Graham updates The Keg Royalty Income Fund, Organon, Minto Apartment REIT… Gain for High-Yield Portfolio… Invest in Canada… Gordon Pape updates BMO, Russel Metals
tii2509 (May 7, 2025)
BIP worth a look… Grocery REITs offer dividends and safety… Adam Mayers updates Hydro One… Gavin Graham updates Allied Properties REIT… Your Questions: Taxing options
tii2508 (April 24, 2025)
Potomac fever… A primer on basis trading… Playing defense… Gavin Graham’s Top Pick: Cogeco Inc… Gavin Graham updates Artis REIT… Your Questions: Sold US house
tii2507 (April 10, 2025)
Pfizer’s woes create opportunity… A high-yield, high-risk stock… Adam Mayers updates Digital Realty Trust… Gordon Pape updates P …
tii2506 (March 27, 2025)
Investing in convenience… This month’s Top Pick: Fomentos Economico Mexicano… Gavin Graham updates CK Hutchison, Calian Group, Leon’s Furniture, Stella-Jones… Utilities, telecoms offer tariff protection… Adam Mayers updates BMO Equal Weight Utilities Index ETF… Three ETFs for uncertain times… Your Questions: RRIF withdrawals
tii2505 (March 13, 2025)
Three tariff-fighting stocks… Gordon Pape updates Freehold Royalties… Gavin Graham updates retail REITs… Your Questions: Capital Power
Recent Updates
Canadian Tire Corp. (TSX: CTC.A, OTC: CDNAF)
In addition to its 503 dealer-operated Canadian Tire stores, CTC also owns and directly operates Mark’s, with 383 stores, and 354 sports stores (SportChek, Sports Expert, Atmosphere, Athlete’s World, and others). As well, it has 279 gasoline bar locations, plus PartSource, Party City, and Pro Hockey Life, which total 169 stores.
Canadian Tire, through its bank subsidiary is also a large MasterCard issuer with 2.3 million active credit card holders with average account balances of $3,224 each. That’s $7.4 billion in credit card receivables.
Buy
Lundin Mining Corp. (TSX: LUN, OTC: LUNMF)
Lundin Mining is a Canadian/Swedish base-metals mining company. In the year ended Dec. 31, 2024, Lundin produced 369,000 tonnes of copper, 192,000 tonnes of zinc, and 158,000 oz. of gold, as well as 8,000 tonnes of nickel from the Eagle mine in Michigan. This generated revenues of $4.11 billion. Of that, $695 million was from its European zinc mining operations at Zinkgruvan in Sweden and Neves Corvo in Portugal. These were sold to Swedish mining group Boliden.
Buy
Corby Spirits and Wines (TSX: CSW.A)
Corby is the producer of the best-selling Canadian whisky J P Wiser’s as well as Lamb’s Navy Rum, Polar Ice vodka, and Ungava gin. Its purchase of 90% of Ace Beverage Group for $148.5 million in July 2023 gave it a strong position in the rapidly growing ready-to-drink (RTD) segment of hard sodas and premixed cocktails. Pernod Ricard, the international drinks group, which owns a majority stake in Corby, distributes its brands such as Absolut vodka, Ballantine and Chivas Regal whisky, Beefeater gin, and Malibu rum through Corby.
Buy
BMO Financial Group (TSX, NYSE: BMO)
Established in 1817, BMO Financial Group has more than 47,000 employees and provides a broad range of retail banking, wealth management, and investment banking products and services to more than 12 million customers. It conducts business through three operating groups: Personal and Commercial Banking, Wealth Management, and BMO Capital Markets. The company also has a strong presence in the US Midwest through BMO Harris Bank and BMO Private Bank.
Buy
LyondellBasell Industries NV Class A (NYSE: LYB)
LyondellBasell produces polypropylene, which is used to make plastic car parts, packaging, and consumer products. It also produces ethylene and polyethylene. These are used in a wide variety of things from PVC pipes and plastic siding to medical devices and prosthetics.