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
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
tii2504 (February 27, 2025)
Innergex takeover… When will REITs recover?… This month’s Top Pick: CAP REIT… Gavin Graham updates grocery-anchored REITs… RRIF Portfolio inches higher
tii2503 (February 13, 2025)
BCE disappoints again… Quality stocks with 6%+ yields… Top Pick: LyondellBasell Industries… Adam Mayers updates Corby Spirit and Wine… Your Questions: Brookfield Infrastructure
tii2502 (January 30, 2025)
Hedged, unhedged, US dollars – an investor’s guide… The elephant in the room… Richard Croft updates Power Corp., CIBC… This month’s Top Pick: AT&T… A good time for pipeline stocks… Gordon Pape updates iShares 0-5 Years TIPS Bond Index ETF, Emera Inc…. Your Questions: Preferred shares
tii2501 (January 15, 2025)
The Trump defence… Hydro One is a portfolio anchor… A good year for dividends
Recent Updates
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
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.