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
tii2501 (January 15, 2025)
The Trump defence… Hydro One is a portfolio anchor… A good year for dividends
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
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
Emera Inc. (TSX: EMA, OTC: EMRAF)
Emera is a geographically diverse energy and services company with operations in Nova Scotia, the US, and the Caribbean. It provides services to about 2.6 million customers. Emera has been one of the sector’s top performers this year, with the shares up about 27% so far in 2025.