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
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
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
Recent Updates
BMO U.S. Dividend ETF (TSX: ZDY.U)
This ETF utilizes a rules-based methodology that considers the three-year dividend growth rate, yield, and payout ratio to choose securities. Although the fund trades on the Toronto Stock Exchange, it is priced in US dollars. Top holdings include Oracle, Broadcom, Apple, Johnson & Johnson, and AbbVie. The portfolio leans towards the tech sector, with 27.24% of the assets invested in information technology, and 18.38% in healthcare.
Sell
Canadian Utilities (TSX: CU, OTC: CDUAF)
Its operations include electricity generation, transmission, and distribution, and natural gas transmission, distribution, and infrastructure development. It also provides energy storage and industrial water solutions and has been heavily investing in green energy projects for over 20 years.
Hold
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
Exchange Income Corporation (TSX: EIF, OTC: EIFZF)
Exchange Income Corporation (EIC) is a diversified, acquisition-oriented Canadian company that invests in the aerospace and aviation and manufacturing sectors. Its aircraft operations provide services throughout the Canadian north.