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TII Issues

Newsletter Archives

Past issues of the The Income Investor (TII) in chronological order.


tii1823

December 14, 2018
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Earn almost 7% with this REIT… Gordon Pape updates BMO, CanWel Building Materials, Premium Brands… Your Questions: Convertible debentures, RRIF strategies

tii1822

November 29, 2018
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Income Portfolio maintains 5% yield… Income strategies during market corrections… Richard Croft’s option strategies: Covered call writes on Pembina Pipelines, Scotiabank, CIBC… Richard Croft’s updates: Covered call writes on Facebook, Netflix, and BCE… This month’s Top Pick: iShares Floating Rate Index ETF… November updates: Pembina Pipeline, Keyera Corp., AltaGas… Beat the price increase

tii1821

November 16, 2018
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GIC rates edge higher… Gavin Graham updates ZCL Composites, Savaria Corp…. Gordon Pape’s updates: Enbridge, TransCanada Corp…. Your Questions: Purpose funds

tii1820

October 26, 2018
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Brookfield partnership offers high yield… Dividend stocks provide shelter in downturn… Gavin Graham’s updates: Allied Properties REIT, Boardwalk REIT, Dream Global REIT… Gordon Pape’s updates: BMO Financial Group, PrairieSky Royalty, Morneau Shepell, Norbord

tii1819

October 11, 2018
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LNG Canada boosts energy sector… Gordon Pape’s updates: BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF, First Asset U.S. & Canada Lifeco Income ETF, CanWel Building Materials, Harvest Healthcare Leaders Income ETF… Your Questions: Balanced portfolio

tii1818

September 28, 2018
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Overhaul for Balanced Portfolio… REITs look good despite rising rates… Top Pick: Choice Properties REIT… Gavin Graham’s Updates: Canadian Western Bank… Gordon Pape’s Updates: Enbridge Income Fund Holdings… Ryan Irvine’s workshops

tii1817

September 14, 2018
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High-Yield Portfolio edges up… Gavin Graham updates Vodafone… Gordon Pape updates TransAlta Renewables… Your Questions: Capital gains tax

tii1816

August 31, 2018
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RRIF portfolio moves higher… The little-known risk in bond ETFs… Alternatives to ETFs… Sequence risk: The stealth challenge for retirees… Top Pick: Extendicare… Richard Croft’s updates: Covered call strategies on Agnico-Eagle Mines, Goldcorp, Advanced Micro Devices

tii1815

August 16, 2018
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Brookfield buys Enercare… Gordon Pape updates North West Company, Brookfield Infrastructure, Norbord, Pembina Pipeline… Your Questions: Cash dilemma and high-yield bond funds… Toronto Money Show

tii1814

July 26, 2018
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ETFs that deliver… Politics drives markets to over-react… This month’s Top Pick: Boralex Inc… Gavin Graham’s updates: Unilever, Diageo, Boston Pizza Royalties Income Fund, Pizza Pizza Royalty Corp… Gordon Pape’s updates: Enercare, Information Services, Principal Financial Group, Student Transportation

tii1813

July 12, 2018
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REITs continue comeback… This month’s Top Pick: Summit Industrial Income REIT… Gordon Pape’s updates: Enbridge, Brookfield Infrastructure, Chorus Aviation… Your Questions: Yield curve

tii1812

June 29, 2018
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A healthcare income ETF… Investing in convertibles… Buy Morguard convertible… Paul Bamford’s preferred share updates: Bombardier, Canadian Utilities… Gavin Graham’s updates: Supremex, iShares J.P. Morgan Emerging Markets Bond ETF… Correction

tii1811

June 15, 2018
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Turning oil into income… Gordon Pape’s updates: TransCanada Corp., Inter Pipeline, Pembina Pipeline, Keyera Corp…. Your Questions: Inter vs. Pembina, PMIF a deadweight

tii1810

June 1, 2018
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Small loss for Income Portfolio… The “Holy Grail” of the telecom industry… This month’s Top Pick: Vodafone Group… Gavin Graham’s updates: Dorel Industries, Corus Entertainment… Gordon Pape’s updates: Enbridge, Enbridge Income Fund Holdings

tii1809

May 15, 2018
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A bright spot in the energy sector… This security yields 9%. What’s the problem?… Gordon Pape updates Innergex Renewable Energy… Your Questions: Where to keep cash, withholding tax, ZWA or ZWH?… Member’s Corner

tii1808

April 20, 2018
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Stocks that buck the trend… The hunt for good bond funds… Applying Chaos Theory to financial markets… This month’s Top Pick: BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF… Gordon Pape’s updates: PrairieSky Royalty, Algonquin Power & Utilities, Brand Leaders Plus Income ETF, SPDR S&P Global Natural Resources ETF

tii1807

April 6, 2018
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Changes to Balanced Portfolio… Gavin Graham updates Uni-Select, The Keg

tii1806

March 30, 2018
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Seek safety… Small gain for High-Yield Portfolio… Plenty of choice in preferred share universe… This month’s Top Pick: Intact Financial Corp. Floating Rate Preferred IFC.PR.D… Paul Bamford’s updates: Canadian Utilities preferreds series FF… Gavin Graham’s updates: Canadian REIT… Gordon Pape’s updates: Student Transportation

tii1805

March 8, 2018
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Finally, a break for savers… Strong economy boosts results… Gavin Graham’s updates: Cineplex, Supremex, Slate Retail REIT… Michael Corcoran updates Macquarie Infrastructure

tii1804

February 23, 2018
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RRSP Portfolio holds its ground… Option strategies for the return of volatility… Top Picks: Covered call write strategies on Agnico-Eagle Mines and Goldcorp… Richard Croft’s updates: BMO US Put Write ETF, covered call write strategies on AMD, Square Inc…. Gavin Graham’s updates: Altagas… Gordon Pape’s updates: Firm Capital MIC, Firm Capital Mortgage 5.75% Convertible Debenture… Don’t let your membership lapse!… Ryan Irvine’s seminars…

tii1803

February 8, 2018
-available-

Fortis shares down. So what?… Gordon Pape updates Evertz Technologies, Alaris Royalty Corp., Morneau Shepell, The North West Company… Note to readers

tii1802

January 26, 2018
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GIC rates stuck in neutral… Insurance companies look good now… Rising interest rates signal trouble ahead… Retail is not dead yet… Top Pick: Plaza REIT… Gavin Graham’s January Update: Corus Entertainment… Gordon Pape’s January Updates: B&G Foods, Chemtrade Logistics… Your questions: RRIF conversions; Bought stock by accident

tii1801

January 12, 2018
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Dealing with rising rates… Gordon Pape updates Pure Industrial REIT… Michael Corcoran updates Valero Energy, Encana, ConocoPhillips, EnLink Midstream


tii1724

December 21, 2017
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The risk-return balance… Top Pick: CanWel Building Materials Group… Minimum rate reset preferreds offer dividend cushion… Michael Corcoran’s December Update: Macquarie Infrastructure… Gordon Pape’s December Updates: Chartwell REIT, BMO, Emera, Enercare… Your questions: Why buy mutual funds, U.S. REITs, Return of capital

tii1723

December 7, 2017
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Noise and the naked put… Gordon Pape updates Inter Pipeline, Pembina Pipeline… Price increase reminder

tii1722

November 24, 2017
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In this issue: PIMCO enters ET …

tii1721

November 9, 2017
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Clean energy is expanding… Gordon Pape’s stock updates: B&G Foods, Norbord… Gordon Pape’s ETF updates… Your Questions: Tax on distributions

tii1720

October 26, 2017
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Economic growth powers up a resource opportunity… Top Pick: SPDR S&P Global Natural Resources ETF… A time for gold… The changing preferred share market… Paul Bamford’s Preferred Share Updates: Fortis Inc. FTS.PR.F, Fortis Inc. FTS.PR.J, Canadian Utilities CU.PR.E, Enbridge ENB.PR.A… Gavin Graham’s October Updates: Dorel Industries… Your questions: Put options

tii1719

October 12, 2017
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In this issue: Tax confusion G …

tii1718

September 28, 2017
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Setback for Balanced Portfolio… Is it wrong to worry about falling stocks?… This month’s Top Pick: Fairfax Financial… Gavin Graham’s September Updates: Boardwalk REIT, Cineplex… Gordon Pape’s September Updates: Algonquin Power, Fortis

tii1717

September 15, 2017
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In this issue: Higher rates hi …

tii1716

September 1, 2017
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Small gain for RRIF Portfolio… Option income strategies that hedge risk… This month’s Top Picks: iShares Core Total USD Bond Market ETF, iShares Core International Aggregate Bond ETF… Gordon Pape’s Updates: Inter Pipeline, Pembina Pipeline, TransAlta Renewables, Brookfield Infrastructure LP… Members’ Corner: REIT distributions, World Money Show

tii1715

August 18, 2017
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Harvesting more income… Gordon Pape’s updates: PrairieSky Royalty, Norbord Inc., Brookfield Renewable Partners… Your Questions: The right funds?… Toronto Money Show

tii1714

July 27, 2017
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Investing in REITs… Do CEOs matter?… Top Pick: Calian Group… Gavin Graham’s Updates: Cogeco, Medical Facilities, Slate Retail REIT… Gordon Pape’s updates: Principal Financial Group, B&G Foods… Your questions: Preferred share ladder

tii1713

July 13, 2017
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Good value from these RBC funds… Gordon Pape’s updates: Keyera Corp., Exchange Income Corp., Enbridge Income Fund Holdings… Your questions: Worried about the market

tii1712

June 29, 2017
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Emerging markets offer better yields… Option strategies to generate income… Top Pick option strategies: Advanced Micro Devices, Square Inc., BMO U.S. Put Write ETF… Gordon Pape’s stock updates: Emera, Fortis, Algonquin Gordon Pape’s ETF updates: First Asset Tech Giants Covered Call ETF, Horizons Active Preferred Share ETF, BMO Equal Weight Utilities Index ETF, BMO International Dividend ETF, BMO U.S. Dividend ETF, iShares Core Canadian Short Term Bond Index ETF, iShares Core Canadian Universe Bond Index ETF

tii1711

June 15, 2017
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Value in the oil patch… Gordon Pape’s updates: Freehold Royalties, Enbridge, TransCanada Corp., BMO Financial Group, Information Services… Your Questions: Tax-effective investments, Oaken Financial, investing in Enbridge

tii1710

May 25, 2017
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In this issue: Nice gain for i …

tii1709

May 11, 2017
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Pembina buys Veresen… Gordon Pape’s updates: Firm Capital, Exchange Income Corp…. Members’ Corner: U.S. dividends… Ryan Irvine workshop

tii1708

April 20, 2017
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Balanced portfolio holds its ground… The big comeback… Covered call options explained… Top Pick: CNR covered call… Gordon Pape’s REIT updates: True North Commercial, Chartwell Retirement Residences, Crombie, Pure Industrial… Your Questions: U.S. dollar account, Managing a LIRA

tii1707

April 6, 2017
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The value of good advice… Gordon Pape’s updates: Premium Brands, Pembina Pipeline… Your Questions: Enhanced Income Portfolio… Corrections: Intertape Polymer, H&R Convertible Debentures

tii1705

March 18, 2017
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The bond dilemma… Gavin Graham’s updates: CN Rail, Cogeco Inc… Gordon Pape’s updates: Norbord Inc., Algonquin Power & Utilities

tii1704

February 23, 2017
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Good gain for RRIF Portfolio… Richard Croft new Associate Publisher… Enhanced Income Portfolio… Top Pick: First Asset Tech Giants Covered Call ETF… Gavin Graham’s updates: Ag Growth International, Cineplex, Unilever

tii1703

February 10, 2017
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RRSPs – think long-term… Gavin Graham’s updates: Diageo, Unilever, Johnson and Johnson… Gordon Pape updates Brookfield Energy Partners

tii1702

January 27, 2017
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What’s the catch?… Milestone taken out… Who’s the boss?… Top Pick: AirBoss of America… January updates: Pason Systems, Canadian Western Bank, Algonquin Power, Northview Apartment REIT, CIBC Global Bond Fund, Fidelity Global Bond Fund, PH&N Total Return Bond Fund, PH&N High Yield Bond Fund, PH&N Short Term Bond and Mortgage Fund, TD Short Term Bond Fund

tii1701

January 13, 2017
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Dogs offer good yield… January updates: Horizons Active Preferred Share ETF, BMO Equal Weight Utilities Index ETF, BMO International Dividend ETF, BMO U.S. Dividend ETF, iShares S&P/TSX Composite High Dividend Index ETF, SPDR S&P Dividend ETF, iShares S&P/TSX Dividend Aristocrats Index ETF… Your Questions: Bond funds


tii1624

December 16, 2016
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Income Portfolio posts solid gain… Achieving liftoff… Top Pick: Savaria Corp…. Gavin Graham’s Updates: Capital Power… Gordon Pape’s Updates: Evertz Technologies, Norbord Corp…. Your questions: Preferred share ETFs, floating rate preferreds, TFSA question

tii1623

December 2, 2016
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The best of 2016… Gordon Pape?s updates: Chorus Aviation, Milestone Apartments REIT… Gavin Graham updates AGT Food and Ingredients… Your Questions: Green energy stocks… Membership fees

tii1622

November 24, 2016
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Trump and inflation… Top Pick: Principal Financial Group… Gavin Graham’s updates: Capital Power, Corus Entertainment, Medical Facilities, Uni-Select… Gordon Pape’s updates: B&G Foods, Canadian Utilities Second Preferred shares, Bombardier Series 4 Preferred Share, Enbridge Income Fund Holdings

tii1621

November 17, 2016
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Trump’s win creates a new dynamic… Gordon Pape’s updates: Pattern Energy, Exchange Income… Your Questions: Credit-rated tenants, buying mutual funds, GIC rates

tii1620

October 28, 2016
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Balanced Portfolio still strong… Pipeline to growth… This month’s Top Pick: Veresen Inc… Gavin Graham’s updates: Genworth MIC, Corby Spirit and Wine… Gordon Pape’s REIT updates: Chartwell Retirement Residences, Crombie, H&R, Pure Industrial, SmartREIT

tii1619

October 13, 2016
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A new REIT for our list… Gordon Pape’s updates: Alaris Royalty, Northwest Company, Enbridge… Gavin Graham’s updates: Brookfield Asset Management, Ag Growth International

tii1618

September 29, 2016
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Two top monthly income funds… Another gain for High-Yield Portfolio… Money in the tank… This month’s top pick: ZCL Composites… September updates: Diageo, Unilever, AltaGas, DH Corp.

tii1617

September 15, 2016
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A preferred ETF to consider … Gordon Pape’s updates: BMO Financial Group, Enercare, Firm Capital MIC, Information Services, Inter Pipeline

tii1616

August 25, 2016
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REITs are losing steam RRIF Portfolio rebounds Where to find income This month’s top pick: Pattern Energy Gavin Graham’s updates: Bank of Nova Scotia, Potash Corp.

tii1615

August 11, 2016
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A rough year for preferreds… Preferred share updates: Canadian Utilities Cumulative Redeemable Second Preferred Shares BB, Enbridge Series A Preferred Shares, Enbridge Series R Preferred Shares, Fortis Inc. Cumulative Redeemable 4.75% First Preference Series J Shares, Fortis Inc. Preferred Shares Series F… More updates: Norbord Inc., Brookfield Infrastructure LP

tii1614

July 28, 2016
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Best of times, worst of times… Bond yields plunge after Brexit… This month’s top pick: Algonquin Power & Utilities… Gavin Graham’s updates: iShares S&P Global Water Index ETF, Intact Financial, Sun Life Financial… Gordon Pape’s updates: Emera Inc., Bank of Nova Scotia 5.6% Series 17 Preferreds, BCE Inc. Cumulative Redeemable First Preferred Shares, Series 5, BCE First Preferred Shares Series AC, Bombardier Series 4 Preferred Shares

tii1613

July 14, 2016
-available-

Rates continue to slide… Top Pick: Innergex Renewable Energy… Gordon Pape’s updates: B&G Foods, RioCan REIT

tii1620

June 23, 2016
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A good year so far… This month’s Top Pick: Medical Facilities Corp…. Gordon Pape’s updates: Alaris Royalties, Evertz Technologies, Exchange Income, Intertape Polymer, Morneau Shepell… Gavin Graham’s updates: Capital Power, Leon?s Furniture, Boston Pizza, Pizza Pizza, The Keg

tii1611

June 8, 2016
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Take another look at funds… June updates: Cogeco Inc., Dorel Industries, BMO Financial Group

tii1610

May 26, 2016
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Income portfolio rebounds… Green stocks for cash flow… Mid-cap stocks look attractive… This month’s Top Pick: Chorus Aviation… May Updates: Cineplex, Genworth MIC, Uni-Source, Talisman Energy, Enbridge Income Fund Holdings

tii1609

May 13, 2016
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REIT recovery continues… May updates: Baytex Energy, Freehold Royalties, Talisman Energy

tii1608

April 21, 2016
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Balanced Portfolio bounces back… Use options to add yield… “I Am Canadian,” 10 years on… This month’s Top Pick: Corby Spirit and Wine… Gavin Graham’s updates: Ag Growth International, AltaGas…

tii1607

April 7, 2016
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What’s the worst thing?… A good first quarter… April updates: PHN High Yield Bond Fund, Bombardier Series 4 preferreds, TransCanada Corp., BCE Inc., Crombie REIT… Your Questions: Preferred shares

tii1606

March 24, 2016
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Big gain for high yield portfolio… Are dividends under threat?… This month’s Top Pick: Enercare… March Updates: Corus Entertainment, Pembina Pipeline, Student Transportation, FLY Leasing, AGT Food & Ingredients

tii1605

March 10, 2016
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Boring but profitable… March updates: Brookfield Infrastructure LP, Brookfield Energy Partners, TransAlta Renewables…Your Questions: U.S. bond funds

tii1604

February 25, 2016
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RRIF portfolio update… Drilling for dividends… This month’s Top Pick: Pason Systems… February Updates: ConocoPhillips, Enlink Midstream, Valero Energy, Macquarie Infrastructure Fund, Potash Corp. of Saskatchewan… Your questions: preferred shares.

tii1603

February 12, 2016
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In this issue: Searching for c …

tii1602

January 28, 2016
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Not everything is down… This month’s Top Picks: Fortis Inc., BMO Equal Weight Utilities Index ETF… Gordon Pape’s January Updates: Keyera Corp. correction, Premium Brands common stock, Premium Brands convertible debentures, B&G Foods, Milestone Apartments REIT, Chemtrade Logistics Income Fund… Falling prices lead to deals… Gavin Graham’s January Updates: Suncor Energy, Canadian Oil Sands, Corus Entertainment

tii1601

January 15, 2016
-available-

A safe haven REIT… January updates: Firm Capital MIC, Information Services Corp., Keyera Corp… Your Questions: Model portfolios, RRSP growing pains, bond recommendations


tii1524

December 17, 2015
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In this issue: TFSA roll back …

tii1523

December 3, 2015
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TFSA portfolio shows small gain… December update: Morneau Shepell … Your Questions: Where do dividends go, investing strategy

tii1522

November 19, 2015
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Setback for Balanced Portfolio…This month’s Top Pick: Exchange Income Corp… Are today’s low bond yields the worst in history?… Are short-sellers always correct?… Gavin Graham’s updates: DH Corp., Corus Entertainment… Gordon Pape’s updates: Alaris Royalty Corp.

tii1521

November 6, 2015
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Fight looms over fund fees… November updates: Sienna Senior Living, Amica Mature Lifestyles, Evertz Technologies. The North West Company… Your Questions: Enbridge Income share issue

tii1520

October 22, 2015
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High-yield bonds worth a look… Oilpatch merger momentum builds steam… Gavin Graham’s updates: Suncor, Canadian Oil Sands… This month’s Top Pick: Encana Corp… October updates: Valero Energy… Gordon Pape’s fund updates: PH&N High Yield Bond, CI Cambridge High Income, CI Signature High Income, CI Signature Dividend, TD Mortgage … Your questions: Adviser says sell Inter Pipeline

tii1519

October 8, 2015
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In this issue: A stock for tou …

tii1518

September 24, 2015
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In this issue: High-Yield Port …

tii1517

September 11, 2015
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In this issue: The investor’s …

tii1516

August 27, 2015
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Coping with the plunge… RRIF setback… Commodity stock outlook… This month’s Top Pick: Valero Energy Corp…. Updates: Potash Corp. of Saskatchewan, Suncor Energy, Boston Pizza Royalties Income Fund, ConocoPhillips… News & Notes: Upcoming seminar, bond market update

tii1515

August 14, 2015
-available-

In this issue: The rigged bond …

tii1514

July 23, 2015
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Think global… Judging leverage… Interest rate worries hit REITs and financials… This month’s Top Pick: BMO International Dividend ETF… Updates: Allied Properties REIT, Boardwalk REIT, Canadian REIT, Dream Global REIT, Genworth MIC, Intact Financial, Power Financial, Sun Life Financial, Brookfield Renewable Energy Partners

tii1513

July 10, 2015
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Dropdowns are working for investors… Top Pick: Enbridge Income Fund Holdings… July updates: Pure Industrial REIT, Northern Properties REIT, Milestone Apartments REIT, Calloway REIT

tii1512

June 25, 2015
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We still don’t understand TFSAs… Motoring ahead… This month’s Top Picks: Uni-Select, Macquarie Infrastructure… Updates: AGT Food & Ingredients, Capital Power, ConocoPhillips

tii1511

June 11, 2015
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In this issue: Interest-sensit …

tii1510

May 29, 2015
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Rate hikes coming – be ready… Judging dividends… Energy stocks offer good value… This month’s Top Pick: Suncor Energy… May updates: Brookfield Infrastructure LP, Brookfield Asset Management, Cineplex Inc.

tii1509

May 15, 2015
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TFSAs for income… May updates: Corus Entertainment, TransAlta Renewables, Firm Capital, B&G Foods

tii1508

April 30, 2015
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Balanced Portfolio gains 7%… Two REIT numbers you need to know… Top Pick: Cogeco Inc… April updates: Calloway REIT, Alaris Royalty Corp., iShares S&P Global Water Index ETF… Your Questions: Wants more REITs

tii1507

April 9, 2015
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Keyera bucks the trend… April updates: Ag Growth International, BCE Series AC preferreds, DH Corporation, Sherritt Corporation… Members’ Corner: Congrats to Shawn Allen

tii1506

March 26, 2015
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Divergent courses… Oil shock hits High-Yield Portfolio… This month’s Top Picks: Canadian Western Bank, Labrador Iron Ore Royalty Corp…. Updates: Diageo, Unilever, iShares Canadian Short Term Bond Index ETF

tii1505

March 12, 2015
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Preferreds fizzle… March updates: Canadian Oil Sands, iShares Canadian Short-Term Bond Index ETF, Scotiabank Series 17 preferreds, BCE Series 5 preferreds, Canaccord reset preferreds, iShares S&P/TSX Dividend Aristocrats Index ETF

tii1504

February 26, 2015
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RRIF Portfolio continues strong… Cycling is good for you… Why energy companies are cutting dividends… This month’s Top Picks: Dorel Industries, ConocoPhillips… February updates: Ensco Plc

tii1503

February 12, 2015
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REITs shine… February updates: Freehold Royalties, RioCan REIT, iShares 1-5 Year Laddered Corporate Bond ETF, iShares Canadian Universe Bond Index ETF, iShares Canadian Corporate Bond Index ETF… Your Questions: Indexed GICs, Oaken Financial, New wesbite

tii1502

January 29, 2015
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Game changer… Shawn Allen on bonds vs. stocks… This month’s Top Pick: AGT Food and Ingredients… January updates: AltaGas, Bank of Nova Scotia

tii1501

January 15, 2015
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Watch the Fed in 2015… The best of 2014… January updates: TransAlta Renewables, Milestone Apartments REIT, The Northwest Company, Norbord Inc.

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