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
tii2424 (December 18, 2024)
Top income stocks of 2024… An eventful year for Canadian banks… Gavin Graham updates Scotiabank, National Bank, Definity Financial Group, Guardian Group, Capital Power… Gordon Pape updates Gibson Energy, Keyera, Pembina Pipeline… Correction… Price increase…Your Questions: Adding more fixed income, XSTP return
tii2423 (December 5, 2024)
Disney back on track… Top Pick: The Walt Disney Co…. Adam Mayers’s updates… Gavin Graham updates AltaGas, Boralex… Your Questions: Atlantica sale… Price increase
tii2422 (November 28, 2024)
Balanced Portfolio gains on rate cuts… Wall Street feels the Trump effect… Gavin Graham picks Finning International… Gavin Graham updates Canadian Natural Resources, Suncor Energy, Peyto Exploration and Development… Long US Treasury bonds may be timely… Shawn Allen’s bond recommendations
tii2421 (November 13, 2024)
Utilities trend higher, but…… Singles beat homers… This month’s Top Pick: Metro Inc…. Gordon Pape updates Enbridge… Your Questions: Preferred shares
tii2420 (October 24, 2024)
High Yield Portfolio gains 20%… The Bull is alive!… Gavin Graham updates Unilever, Diageo, Corby Spirit and Wine, Brookfield Corp.
tii2419 (October 10, 2024)
A REIT that captures AI growth… Top Pick: Digital Realty Trust… Adam Mayers updates TC Energy… Gavin Graham updates C.K. Hutchinson… Your Questions: Searching for safety and yield… Member’s Corner: Automotive Properties REIT
tii2418 (September 26, 2024)
Uneven recovery… Rate reversal rallies REITs… Top Pick: Killam Apartment REIT… Gavin Graham’s REIT updates: Allied Properties, Artis, Automotive Properties, Granite, Minto Apartment… Your Questions: Retirement asset allocation, Northwest Healthcare Properties
Recent Updates
Freehold Royalties Ltd. (TSX: FRU)
Freehold has assets predominately in western Canada, although it is expanding in the US. It has a portfolio of about 6 million gross acres in Canada and 1.2 million in the US, producing from over 21,000 wells. Freehold owns the mineral rights but does not operate the wells, incurring no capital costs for drilling or equipment, allowing it to pay monthly dividends.
Sell
Peyto Exploration and Development Corp. (TSX: PEY)
The company focuses on exploring and producing unconventional natural gas in Alberta’s Deep Basin. As one of Canada’s lowest-cost natural gas producers, Peyto is known for its efficient, high-margin operations.
The current monthly dividend is $0.11 a share, providing an attractive yield of 5.3%.
Hold
Pembina Pipeline Corp. (TSX: PPL, NYSE: PBA)
Pembina owns and operates an integrated system of pipelines that transport various products derived from natural gas and hydrocarbon liquids. The company also owns and operates gas gathering and processing facilities and an oil and natural gas liquids infrastructure and logistics business.
Buy
Gibson Energy Inc. (TSX: GEI, OTC: GBNXF)
Gibson’s principal businesses consist of the storage, optimization, processing, and gathering of crude oil and refined products. The company’s operations are focused around its core terminal assets located at Hardisty and Edmonton, and also include the Moose Jaw Facility and an infrastructure position in the US.
Hold
Keyera Corp. (TSX: KEY, OTC: KEYUF)
Keyera provides services such as gathering, processing, fractionation, storage, transportation, and marketing liquid natural gas (LNG). It does not do any exploration or production.