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

tii2514 (July 24, 2025)

A remarkable recovery… Gavin Graham’s energy updates: AltaGas, Canadian Natural Resources, Suncor Energy, Peyto Exploration & Development, Pason Systems… Preferreds are still profitable… Shawn Allen’s preferred share updates… Gordon Pape updates Exchange Income Corp.

tii2513 (July 10, 2025)

Why you should own utility stocks Hydro One hits new highs… Adam Mayers updates Western Union… Gordon Pape updates Canadian Utilities, Emera

tii2512 (June 26, 2025)

Spinoffs provide extra value… This month’s Top Pick: Haleon plc… Gavin Graham updates Watts Water Systems, Johnson & Johnson, Boardwalk REIT, Slate Grocery REIT, iShares MSCI UK ETF… Balanced Portfolio holds steady… Gordon Pape updates Algonquin Power & Utilities

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

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Recent Updates

The Southern Company (NYSE: SO)

Southern Company supplies power to customers in Georgia, Alabama, Mississippi, and north Florida. Its facilities range from fossil fuel plants (mainly coal and natural gas), to clean energy and nuclear. Its four Vogtie reactors, the last of which recently came on-line, comprise the largest generator of clean energy in the US, and are expected to produce more than 30 million megawatt hours of electricity each year. Southern was recently named by Newsweek’s World’s Most Trusted Companies list as the highest ranked US energy company.


Buy


Duke Energy Corporation (NYSE: DUK)

Duke Energy is based in Charlotte, North Carolina. Its electric utilities serve 8.2 million customers in the south and Midwest, from Florida to Ohio. It also provides natural gas services to 1.6 million clients. The company employs 28,000 people.


Hold


The Coca-Cola Company (NYSE: KO)

Everyone knows about Coca-Cola. What you may not know is that Coke is just one of more than 500 drink brands offered by this company. If you sip on Sprite, Fanta, or Minute Maid orange juice, you’re drinking a Coca-Cola product. Ditto for Dasani water, Powerade, Costa coffee, and more.


Hold


Evolve Global Healthcare Enhanced Yield Fund (TSX: LIFE)

This passively managed ETF holds 20 global healthcare companies that are the constituents of the Solactive Global Healthcare 20 Index. It has hedged and unhedged options and uses a covered call strategy for up to a third of the holdings to enhance yield.


Hold


BMO International Dividend ETF

This ETF invests in a yield-weighted portfolio of dividend-paying stocks issued by companies in developed nations outside North America. Stocks are screened using such metrics as dividend growth rate, payout ratio, and yield. The MER is 0.44%.

The portfolio consists of 102 positions in major companies. It’s more or less evenly balanced, with no stock representing more than 3% of total assets. The largest holding is luxury goods company LVMH (Louis Vuitton Moet Hennessy).


Hold