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The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.
- 537 - Trump's Win and What It Means for Canadian Investors
In this episode of The Canadian Investor Podcast, Simon and Dan dive into the potential impacts of a Trump presidency on Canadian investors.
From the threat of tariffs on softwood lumber and dairy to the potential benefits for certain industries, they discuss the uncertainty ahead. Will capital flow to the U.S. due to deregulation, or could it benefit Canadian investors in specific sectors like oil, gas, and crypto? They also cover the latest earnings reports, including Stella Jones’ struggles in a slower economy, BCE's acquisition of Ziply Fiber and its financial challenges, and Telus' positive performance despite sector-wide telecom pressures.
Tickers of stock discussed: BCE.TO, SJ.TO, T.TO
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 14 Nov 2024 - 536 - Selling Gold, Understanding Warrants, and Investing in a Rate-Cutting Environment
In this episode of The Canadian Investor Podcast, we dive into practical strategies for selling physical gold, including how to avoid excessive fees and scams. We then break down the basics of stock warrants, explaining how they differ from options and the factors to consider before expiration.
We also discuss the impact of a rate-cutting environment on different sectors, spotlighting opportunities in areas like utilities and REITs.
Tickers of stock discussed: ZUT.TO, ZRE.TO, AQN.TO, AAPL, CVE.TO
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 11 Nov 2024 - 535 - Saving For A Down Payment In An Expensive Real Estate Market - Part 2
This is the Part 2 of Saving For A Down Payment In An Expensive Real Estate Market.
You can listen to Part 1 with the links below:
In this episode Simon is joined by Dan Foch from the Canadian Real Estate Investor Podcast. We dive into strategies for building a down payment to purchase property. We explore scenarios that highlight the impact of different savings and investment strategies.
For those falling short, we discuss ways to increase your savings, such as increasing income or cutting costs. Additionally, we break down more complex strategies, from traditional balanced portfolios to higher risk asset allocations involving Stocks, bonds, gold and Bitcoin highlighting the risks and potential benefits of each strategy.
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 07 Nov 2024 - 534 - Why Tech Giants Are Betting Big on Nuclear Power
In this episode of the Canadian Investor Podcast we explore EY’s resignation as the Super Micro’s auditor. Why explain why this raises major concerns, especially when combined with a DOJ investigation and Hindenburg’s short report alleging accounting irregularities. Simon gives a breakdown of Super Micro’s impressive AI-fueled stock performance, followed by a stark analysis of the serious red flags that emerged. We’ll discuss why this situation should make investors very cautious and the broader implications of such red flags.
Next, Braden taps into his chemical engineering background to demystify nuclear power and explain why the technology is key for human kind’s ever growing energy needs. With tech giants like Amazon, Microsoft, and Google betting on nuclear to meet massive AI-driven energy demands, we break down how nuclear reactors work, Canada’s leading role in nuclear innovation, and the emerging potential of Small Modular Reactors (SMRs). Are SMRs the future of clean energy, or are they still too costly and slow to deploy?
Tickers of stocks discussed: SMCI
Hindenburg Research SMCI report
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 04 Nov 2024 - 533 - Bank of Canada Cuts and the Case for Gold Miners
In this episode of the Canadian Investor Podcast, we start by discussing the 50 bps rate cut by the Bank of Canada last week. We go over our key takeaways from the press conference. Simon and Dan also discuss the implications of the BoC rate cut, rising bond yields and pressures on the Canadian dollar.
In the earnings roundup, we examine Rogers Communications, where flat revenues and shrinking ARPUs reflect mounting competition, despite modest wireless growth. With high debt levels from recent acquisitions, Rogers faces challenges managing capital, but solid free cash flow keeps its dividend payout sustainable. We then turn to Newmont and go over why the stock went down 15% after its most recent earnings release. We finish with Canadian National Railway’s quarter, with revenue growth driven by long-haul grain exports, though struggles in petroleum, auto shipments, and lumber reflect broader economic headwinds.
Tickers of stocks discussed: UBIL-U.TO, CBIL.TO, CNR.TO, NGT.TO, RCI-B.TO
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 31 Oct 2024 - 532 - The Biggest Financial Mistake I Ever Made
In this episode of the Canadian Investor Podcast, Simon takes a personal approach, reflecting on the biggest financial mistake he made over the years and the invaluable lessons it has taught him.
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 28 Oct 2024 - 531 - Will Couche-Tard’s $65B Bid for 7-Eleven Succeed?
In this episode of The Canadian Investor Podcast, we begin with ASML’s Q3 earnings, breaking down their net sales growth, concerning 50% drop in bookings, and how China’s shifting demand could impact future performance. Next, we explore Couche-Tard’s increased bid to acquire Seven & i.
We also cover Amex’s latest earnings with rising revenues and increased card fees. We contrast that with Goeasy’s debt offering and discuss TFI International’s struggles with a weakening economy.
Tickers of Stocks & ETF discussed:ASML, ATD.TO, 3382, AXP, GSY.TO, TFII.TO
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 24 Oct 2024 - 530 - How Small Regular Investments Create Big Gains Over Time
In this episode of The Canadian Investor Podcast, Simon breaks down the importance of consistency when building wealth over time. He explores how regularly adding new money to your investments can have as much of an impact as the returns an investor achieves.
Additionally, Braden goes over quality investing and why focusing on great businesses with sustainable growth is essential. Learn how some of the best investors stay patient, avoid unnecessary turnover, and let compounding work its magic through market volatility.
Tickers of Stocks & ETF discussed:ASML, FICO, V, MOAT
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 21 Oct 2024 - 529 - What Does TD's AML Settlement Mean for Investors?
In this episode of The Canadian Investor podcast, Simon and Dan dive into the September 2024 CPI numbers and what the slowing inflation means for the Bank of Canada’s rate policies.
Next, we explore the massive fallout from TD Bank’s Anti Money Laundering (AML) scandal—how it stifles their U.S. growth strategy, what the asset cap means moving forward, and the leadership shake-up at the top.
We also cover Aritzia's impressive earnings and U.S. expansion, along with BlackRock’s staggering $360 billion YTD inflows and the growing dominance of ETFs.
Tickers of Stocks & ETF discussed:BLK, TD.TO, ATZ.TO, WFC, BAC, JPM, C
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 17 Oct 2024 - 528 - 5 Reasons To Be Bullish on Stocks and Assets
In this episode, Braden dives into the 2022 “COVID hangover" that continues to haunt high-growth software companies. Simon and Braden discuss why these stocks, despite massive revenue growth, have struggled since 2022. Braden discusses how some of these companies that are still hitting the rule of 40 might offer intriguing opportunities for investors today.
Simon then makes the case for being bullish on stocks and other assets, despite the many reasons that might lead to a more bearish outlook. With global liquidity on the rise and central banks grappling with ballooning deficits, he questions whether these liquidity dynamics could provide a strong tailwind for asset prices moving forward. Could this set the stage for stocks, real estate, and alternative assets like Bitcoin and gold to perform well, even in a challenging macro environment?
Finally, we finish this episode by talking about 3 stocks that are on our radar.
Tickers of Stocks & ETF discussed:FNV.TO, ONON, DECK
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 14 Oct 2024 - 527 - Will Canadian ETF Inflows Hit an All-Time High in 2024?
In this episode of The Canadian Investor podcast, we examine whether 2024 is on track to break the record for Canadian ETF inflows. We discuss the trends driving September's strong inflows and the potential for a new all-time high by year-end.
In addition, we cover rising 5 and 10-year Canadian government bond yields and their implications for fixed income investors, the broader economy and on fixed-rate mortgages. We also dive into the dramatic fallout from Payfare losing its largest client, DoorDash, and how that could reshape the company's future. Rounding out the episode are discussions on Couche-Tard’s bid for 7&i and Canadian Natural Resources' major acquisition.
September 2024 Canadian ETF Fund Flows
Tickers of Stocks & ETF discussed:CNQ.TO, PAY.TO, ATD.TO, VFV.TO, CASH.TO, ZMMK.TO, CBIL.TO, XEQT.TO, VEQT.TO, ZGLD.TO
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 10 Oct 2024 - 526 - The Case for Only Investing in Canadian Dividend-Paying Stocks
In this episode, we tackle a listener question from Bob in Ottawa about building a strategy around Canadian dividend-paying companies. We breakdown some of the advantages and disadvantages of having a strategy solely focused on investing in Canadian Dividend paying stocks.
Braden also goes over insights from the late great Charlie Munger on the ultimate no-brainer investments. Braden elaborates on the subject by looking at companies that may have some untapped pricing power.
Tickers of Stocks & ETF discussed:RACE, COST, ABNB, UBER
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 07 Oct 2024 - 525 - Visa's Antitrust Showdown & Lightspeed Looking for Buyers
In this episode of The Canadian Investor Podcast, we dive into the U.S. Department of Justice’s antitrust lawsuit against Visa, alleging monopolistic practices in the debit network markets. We discuss how Visa’s dominance could be at risk and the potential outcomes for competition in the payments space.
Next, we explore the latest rumors surrounding Lightspeed Commerce, as the company hires JP Morgan to seek potential buyers, driving speculation about its future.
We also cover the ongoing dockworker strikes affecting ports across the U.S. and Canada, with massive economic impacts. Finally, we break down Costco’s latest earnings, analyzing its continued growth despite softening discretionary spending, and take a look at the performance of Bitcoin ETFs year-to-date.
Tickers of Stocks & ETF discussed:V, LSPD.TO, COST, TDOC, IBIT
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 03 Oct 2024 - 524 - The Business of OnlyFans & the Contrarian Case for Chinese Stocks
In this episode, Braden dives into the company behind OnlyFans. Despite being a controversial name, OnlyFans is an economic powerhouse, boasting $1.3 billion in revenue and an impressive 37% net margin. We break down its unique subscription-based business model and the staggering amount of dividends paid last year.
Then, we shift gears to explore the case for investing in Chinese stocks. Despite a volatile regulatory environment, Simon discusses why bearish sentiment and low valuations could present a contrarian opportunity for savvy investors.
Tickers of Stocks & ETF discussed:KWEB, BABA, AAPL, TSLA, MSFT, NVDA, META, GOOG, AMZN
Check out our portfolio by going to Jointci.com
Canadian Investor Podcast Network Twitter:@cdn_investing
Simon’s twitter:@Fiat_Iceberg
Braden’s twitter:@BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 30 Sep 2024 - 523 - BCE Sells a Prime Asset and FedEx’s Bearish Guidance
In this episode, we dive into BCE's surprising decision to sell its 37.5% stake in MLSE to Rogers, giving Rogers a dominant position in sports ownership.
We break down why Simon thinks this is a missed opportunity for BCE and how they could have avoided it by cutting their dividend to manage debt and overall leverage.
We also discuss the U.S. Federal Reserve's 50 bps rate cut, what it might mean for the markets and the future of interest rates in the US. We then analyze FedEx's most recent earnings and what it’s potentially telling us about the current state of the global economy. Finally, we touch on the upcoming vote in A&W's merger, a deal that could unlock significant growth for the fast-food chain.
Tickers of Stocks & ETF discussed:BCE.TO, FDX, AW-UN.TO
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 26 Sep 2024 - 522 - Hot Stock Tips & 2024’s Best Performing Sectors
In this episode, we answer a listener’s question about what to do when you get a hot stock tip. We discuss our approach when hearing about hot stock opportunities and the key financial metrics we use to decide whether a company is worth researching further.
Plus, we revisit the concept of "luck" in investing, explore how to position yourself for good fortune, and break down the importance of conviction and fishing where your fish are.
Lastly, we analyze S&P 500 sector performance in 2024, highlighting unexpected leaders like utilities and financials.
Tickers of Stocks & ETF discussed:SPY, XLU, XLC, XLK
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 23 Sep 2024 - 521 - Gold ETF Inflows Increase and Canada Makes Major Mortgage Changes
In this episode of The Canadian Investor Podcast, we dive into the latest Canadian CPI data as inflation finally hits the Bank of Canada’s 2% target for the first time in a while.
Plus, we discuss the federal government’s recent changes to mortgage policies, including raising the CMHC insured mortgage cap and extending amortization periods, and how these moves will likely negatively impact affordability for Canadian home buyers. We also take a closer look at Dollarama’s impressive Q2 2025 earnings, and finish off with a recap of August’s ETF fund flows, highlighting a record month for precious metal ETFs.
Tickers of Stocks & ETF discussed:DOL.TO, ZGLD.TO, XUS.TO, VFV.TO, ZSP.TO, XEQT.TO, ZEQT.TO, XIC.TO, ZCN.TO, HXT.TO, HSAV.TO, CSAV.TO
Canadian Real Estate Investor - How 30-Year Amortizations Will Impact Canadians (Apple Podcast)
Canadian Real Estate Investor - How 30-Year Amortizations Will Impact Canadians (Spotify)
Canadian Real Estate Investor - How 30-Year Amortizations Will Impact Canadians (Web player)
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 19 Sep 2024 - 520 - Corporate Venture Bets and an All-Weather Retirement Portfolio
In this episode, we dive into the world of big company moonshots, like Google’s Waymo, and how corporate venture capital (CVC) strategies are evolving in a post-free money environment. We discuss Waymo’s autonomous taxi service and its partnership with Uber, exploring how major companies are making strategic bets on the future.
Additionally, Simon shares recent changes he’s made to his parents' retirement portfolio, including rebalancing their equities and cash as well as adding gold, and Bitcoin allocations. Finally, we wrap up with a discussion on the power of compounding returns, referencing insights from Brookfield’s Bruce Flatt.
Tickers of Stocks & ETF discussed:CNQ.TO, TOU.TO XAW.TO, BN.TO
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 16 Sep 2024 - 519 - Subprime Lending Skyrockets as Cyclical Stocks Face Challenges
In this episode, we dive into the Bank of Canada's recent 25bps rate cut and its implications for the Canadian economy. With inflationary pressures persisting in shelter costs, we discuss whether the central bank’s decision could reignite the housing market while balancing economic slowdown. We also analyze Couche-Tard's ambitious bid to acquire 7/11, their Q1 earnings, and the potential risks of such a massive acquisition. Finally, we cover BRP's disappointing earnings and the rise of subprime lending, examining how companies like Affirm Holdings and Propel Holdings are faring in an economy where more consumers are struggling to make ends meet.
Tickers of Stocks & ETF discussed:PRL.TO, AFRM, BRP.TO, GSY.TO, ATD.TO
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 12 Sep 2024 - 518 - Where to Park Your Cash and Why Canadian Savings Rates Are Surging
In this episode, Simon answers a listener’s question about cash allocation strategies in today’s unpredictable market environment. We explore key questions you should ask when deciding how to allocate cash, such as your liquidity needs and time horizons.
But that’s not all. We shift focus to what's been working in 2024 so far, with a rundown of companies and sectors that have delivered incredible returns, including mega-cap companies with an average YTD performance of 36%. Braden also reflects on his 2023 market outlook, reinforcing the importance of staying invested through volatility. Lastly, we dive into rising savings rates and the increase in consumer debt in Canada, exploring what it means for Canadians’ financial health as they face higher interest rates, mortgage pressures, and increasing delinquencies.
Tickers of Stocks & ETF discussed:CMR.TO, ZMMK.TO, CBIL.TO, UBIL-U.TO, XGB.TO, SHY, TLT, TLH
Equifax Canadian consumer report
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 09 Sep 2024 - 517 - Betting on Canada is Working for These Canadian Banks
In this episode, we go over the recent development surrounding BCE as Moody's downgrades its credit rating to the brink of junk status. We explore what this means for shareholders, especially in light of the company's rising debt costs and questionable financial strategies.
We also dissect Lululemon's latest earnings, highlighting the contrast between their strong international performance and struggles in the U.S. market. Lastly, we analyze the latest earnings reports from Canada's big banks, with a particular focus on how differing strategies and regional exposures are driving their performances. Whether it's Royal Bank's steady rise or National Bank's standout quarter, we cover what you need to know as an investor.
Tickers of Stocks & ETF discussed:CM.TO, RY.TO, NA.TO, LULU, BCE.TO
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 05 Sep 2024 - 516 - Two Stocks on Our Watchlist and Tracking the Right Metrics
In this episode of the Canadian Investor Podcast, we dive deep into portfolio management and how to achieve a state of zen when it comes to tracking your investments. Braden shares his personal approach to monitoring the key metrics that matter most for the companies in his portfolio, including how I simplify the process to keep things stress-free.
We also explore the pitfalls of investing in companies with high valuations, using Nvidia as a case study to illustrate the risks. Finally, we put the spotlight on two stocks currently on our radar: WSP Global, with its robust growth prospects, and Schneider Electric, a global leader in energy management and automation.
Tickers of Stocks & ETF discussed:MA, ASML, ISRG, WSP.TO, SU.PA, NVDA
Check out our portfolio by going to Jointci.com
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Mon, 02 Sep 2024 - 515 - Canadian Banks Set More Aside for Bad loans
In this episode of The Canadian Investor, we look at the latest Canadian CPI data and discuss the Fed's recent shift in focus from inflation to labor market concerns, shedding light on what this could mean for future policy.
We also discuss Algonquin Power's decision to sell its renewable power business, and we dissect the lackluster earnings reports from BMO, TD, and Scotiabank.
Tickers of Stocks & ETF discussed:AQN.TO, BMO.TO, TD.TO, BNS.TO
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Thu, 29 Aug 2024 - 514 - The Best 30 Canadian Compounders Ranked
Braden hops on the mic for a solo episode discussing 30 Canadian Compounders that have had great returns over the last 10 years.
From garbage collection to real estate services, there have been some TSX listed stocks that have been favourable to shareholders. Braden goes through some stats and a hot take on each one moving forward.
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Mon, 26 Aug 2024 - 513 - 3 Under the Radar Canadian ETFs
In this episode, we explain the Japanese Yen carry trade and why it had such an impact on markets earlier this month.
We then talk about the new Ethereum ETFs that have been launched and what type of inflows they have had so far. Dan then goes over 3 lesser known ETFs that are worth a closer look for investors.
Tickers of Stocks & ETF discussed:HXS.TO, FEQT.TO, ZLB.TO, CETH, ETHW, FETH, EZET, ETH, ETHE, QETH, ETHA, ETHV
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Thu, 22 Aug 2024 - 512 - Berkshire’s Record Cash Pile and Retirement Income Accounts
In this episode, we start by talking about Berkshire Hathaway's record cash holdings which have now reached 277B.
Simon then goes over the mechanics of RRIFs and LIFs, offering a detailed breakdown of how these retirement income funds work. He also shares learnings following the conversion of his parent’s investments to RIFs and LIFs.
We also revisit a Canadian small-cap company, MDA, which Braden had previously flagged as one to watch and why it's still on his radar.
Finally, we'll discuss Bitcoin’s recent volatility, examining how the unwinding of the Yen Carry Trade has impacted the market..
Tickers of Stocks & ETF discussed:GM, F, SPOT, DIS, BMW, VOW, PARA, WBD, RY.TO, TD.TO
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Mon, 19 Aug 2024 - 511 - Consumers are Cutting Back and Companies are Feeling the Pinch
In this episode of The Canadian Investor we start with Tourmaline’s $1.3B acquisition of Crew Energy, an all-stock deal that skyrocketed Crew Energy's shares by 76%. We discuss what impact the acquisition will have on Tourmaline’s business going forward.
Next, we turn to Starbucks’ surprising CEO shakeup, bringing in Chipotle’s Brian Niccol to lead the coffee giant. We break down Niccol’s impressive track record at Chipotle and what his leadership could mean for Starbucks’ future, especially as it faces consumer cutbacks in a tightening economy.
We also touch on Canadian Tire’s struggle with declining revenues, Home Depot’s insights on the US consumer slowdown, and Goeasy’s continued growth in the subprime market, despite rising charge-offs. Plus, we look at Air Canada’s latest earnings showing that air travel is declining in Canada.
Tickers of Stocks & ETF discussed:CR.TO, SBUX, CTC-A.TO, AC.TO, TOU.TO, HD.TO
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Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 15 Aug 2024 - 510 - Should You Buy, Hold or Sell during Market Sell-offs?
In this episode of The Canadian Investor Podcast, we dive into the mindset of buying during market sell-off and why it can be a smart move for long-term investors. Braden discusses a purchase he made during the holiday Monday sell-off. We discuss how market corrections can offer a good opportunity for investors to re-evaluate their plans based on their emotional reactions during volatile times.
We also explore the differences between hard and soft sell rules, helping investors decide when to keep, trim or sell a position. Finally, we examine the DTC consumer brands that are struggling and the better way to play the space by investing in the ecosystems and platforms that power them.
Tickers of Stocks & ETF discussed:ASML, PTON, HIMS, WRBY, CHWY, BIRD, NKE, SHOP.TO, ETSY, META, MELI, AMZN, W, EBAY
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Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 12 Aug 2024 - 509 - Volatile Markets and Trouble at BCE and Starbucks
In this episode of The Canadian Investor Podcast, we start by talking about the recent volatility. We look at the recent downturn of US stocks led by the large tech companies and how the TSX is now inching closer to matching the returns of those indices in 2024.
We also discuss the recent Fed rate decision. We also look at the recently released job numbers out of the US and how it could push the Fed to cut rates in September despite the upcoming US elections in November.
Additionally, we break down Amazon's mixed quarterly results and what they mean for the stock, Starbucks' earnings and review BCE's Q2 2024 earnings which contained some positives and negatives for the large Canadian telecom.
Tickers of Stocks & ETF discussed:SBUX, BCE.TO, AMZN
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Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 08 Aug 2024 - 508 - Buying Back Shares for the Wrong Reasons and Private Credit
In this episode of The Canadian Investor Podcast, we explore how companies issue substantial Stock based compensation (SBC) to their employees while simultaneously reducing the overall share count through buybacks. We discuss whether tying SBC to buybacks makes strategic sense and discuss how shareholders should view buybacks.
Additionally, we give an overview of private credit, which is a type of non-bank lending that is marketed as offering higher returns and tailored loan solutions but comes with a slew of risks and challenges for investors. We cover everything from lock-up periods and redemption limitations to the high fees and credit risks involved.
Lastly, we take a closer look at public fintech companies and how they’ve fared since 2021 and if some of the names are worth a closer look.
Tickers of Stocks & ETF discussed:WISE, ADYEN, SQ, AFRM, TOST, LSPD, V, MA
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Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 05 Aug 2024 - 507 - The Current and Future State of Canada's Economy with Rich Dias
In this episode of The Canadian Investor Podcast, Simon is joined by Rich Dias from The Loonie Hour podcast to delve into the current state and future prospects of the Canadian economy. Rich sheds light on pressing economic issues, including the troubling decline in GDP per capita, the rising provisions for credit losses by Canadian banks, and the persistent inflationary pressures. Despite these challenges, Rich concludes on an optimistic note, offering three compelling reasons to be hopeful about the long-term outlook of the Canadian economy.
Tickers of Stocks & ETF discussed:
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Thu, 01 Aug 2024 - 506 - Our Biggest Opportunity Ever?
Braden sits down with Ryan Henderson, growth & content lead @ FinChat to talk about some of our biggest opportunities in the market through the years and some timely news as well.
Tickers discussed:
Tickers of Stocks & ETF discussed: GOOG, CRWD, CMG, LVMH, AXP, PM, META, AMZN
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Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 29 Jul 2024 - 505 - Canadian ETFs Hit Record Inflows in June
In this episode of The Canadian Investor Podcast, we look at the Canadian and US ETF flows for June 2024. We look at some of the trends on both side of the border and what led to the record breaking month for Canadian ETFs.
Simon also discussed the new notice savings account from EQ Bank, with Mahima Poddar, Senior VP and Group Head of Personal Bank at EQ Bank.
Tickers of Stocks & ETF discussed:IVV, TLT, QQQ, IVW, EFG, SPY, EFV, IXC, SPYD, RSP, ZAG.TO, ZMMK.TO, ZCS.TO, ZCM.TO, ZSP.TO, ESGY.TO, ZJPN.TO, ZEM.TO, HULC.TO, NSCE.TO
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Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 25 Jul 2024 - 504 - Stocks to Watch for the 2nd half of 2024
In this episode of the Canadian Investor Podcast, we dive into the intriguing story of the stock market in 2024, highlighting the performance disparity between US mega caps and the broader market.
We explore how different weightings of the same companies can lead to varied outcomes and parlay this discussion into a mini-segment of stocks on our watchlist, presented by EQ Bank. From luxury European giants like LVMH and Christian Dior to innovative tech firms like Fortinet and Adyen, we cover a range of companies that are growing their revenues by over 10%, maintaining positive operating margins, and are currently down more than 10% over the past year.
Simon goes over 10 stocks he sold in early 2020 and comparing their performance to his overall portfolio returns. Hear insights on why certain stocks were sold, the outcomes of those decisions, and how our investing approach has evolved over time.
Tickers of Stocks & ETF discussed:MNST, FTNT, CSGP, ULTA, ALGN, PYPL, DE, SBUX, ADYEY, EVVTY, DSTY, CHDRY, LVMH
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Mon, 22 Jul 2024 - 503 - Inflation Stays Below 3% and Aritzia Rebounds
In this episode of The Canadian Investor, we analyze the Canadian Consumer Price Index (CPI) for June 2024, which saw a headline CPI drop to 2.7% year-over-year, with notable changes in food, shelter, services, and energy prices. We also discuss the acquisition of Heroux Devtek by a private equity firm for $1.35 billion, reflecting a 28% premium.
Next, we review MTY Food Group's earnings, which revealed slight declines in revenue and system sales, alongside efforts to reduce debt and interest expenses. Aritzia reported a strong first quarter with 7.8% revenue growth, driven by U.S. operations and improved margins.
We preview BlackRock's anticipated 8% revenue increase, driven by higher assets under management, and cover Goodfood's ongoing struggles with declining revenue and a shrinking customer base despite improved profitability.
Tickers of Stocks & ETF discussed:MTY.TO, ATZ.TO, BLK, FOOD.TO
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Thu, 18 Jul 2024 - 502 - The Most Bought Stocks by Canadian Investors
In this episode of the Canadian Investor Podcast, we dive into the latest trends and insights shaping the market. First, have a look at the TD Direct Investing Index which shows that investor sentiment is slightly bearish despite markets hitting all time highs. We look at the stocks that have been the most bought and sold by TD’s self-directed investors with some surprise names on the list.
Switching gears, we share the results of a Twitter poll on the best personal finance hacks. We then talk about a listener’s question on when to trim a core position due to high valuation multiples, using Intuitive Surgical as a case study.
Lastly, we explore the concept of battleground stocks—those highly volatile and polarizing stocks that attract both passionate bulls and bears. Using examples like Tesla, Palantir, and Disney, we discuss the risks and rewards of investing in these contentious equities and share lessons learned from their market behavior.
Tickers of Stocks & ETF discussed:TSLA, PLTR, DIS, NVDA, GME, TD, BCE.TO, SHOP.TO, AAPL, T.TO, SMCI, AMD
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Mon, 15 Jul 2024 - 501 - Beer Sales Up and Bitcoin Takes a Dive
In this episode of The Canadian Investor Podcast, we compare the earnings of Molson-Coors and Constellation Brands. We look at how their earnings have been trending and what type of beverages have been driving sales.
Shifting gears, we address the recent layoffs at OpenText, a mid-cap Canadian software company. Despite laying off 1,200 workers, OpenText is adding 800 positions to bolster its cloud, security, and AI segments.
Lastly, we discuss the recent sharp decline in Bitcoin prices. We explore the key factors contributing to the drop, including global financial market liquidity, the impact of Mt. Gox and government Bitcoin sales, and the role of leverage in amplifying price movements.
Tickers of Stocks & ETF discussed:TPX-B.TO, OTEX.TO, STZ, GSY.TO
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Thu, 11 Jul 2024 - 500 - Are we in an AI bubble?
In this episode of the Canadian Investor Podcast, we tackle a few listeners' questions including one about analyzing 10-K and annual reports. We break down the key sections that we focus on when reviewing annual reports.
We then discuss a recent tweet from Chris Bloomstran about the rich valuation of AI mega cap stocks and how the current market concentration poses risks for the overall market.
We finish the episode by talking about high yielding dividend stocks and how it might not be the most optimal strategy.
Tickers of Stocks & ETF discussed:VFV.TO, VEQT.TO, GOOG, META, AMZN, TSLA, VDY.TO
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Mon, 08 Jul 2024 - 499 - The Best Ways to Convert CAD to USD and Investing at All-Time Highs
In this episode of the Canadian Investor Podcast, we go over General Mills' Q4 results. Despite being a consumer staple company with brands like Cheerios, Betty Crocker, and Häagen-Dazs, the company is facing some challenges due to consumers opting for cheaper alternatives.
Next, we turn our attention to Alimentation Couche-Tard. Reporting its second consecutive quarter of soft earnings, Couche-Tard saw revenue beat expectations but profits were below what bay street was expecting. We'll explore the factors contributing to their 32% year-over-year decline in earnings, including challenges in fuel margins and consumer behavior shifts in Canada.
We also answer some listeners' questions about investing when markets are at all time highs, the best methods for currency conversion, and alternative fixed income investments.
Tickers of Stocks & ETF discussed:ATD.TO, GIS, XAW.TO, ITOT, DLR.TO, DLR-U.TO, HSAV.TO, CASH.TO, ZMMK.TO
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Thu, 04 Jul 2024 - 498 - Are Buybacks Distorting Stock Prices?
In this special Canada Day episode of The Canadian Investor Podcast, we dive into the dangers of speaking in absolutes when it comes to investing. From misconceptions about invincible companies like Visa, Mastercard, and Nvidia, to the importance of framing investment theses around probabilities rather than certainties, we discuss how rigid thinking can blindside investors to potential risks.
We also explore the concept of blackout periods for stock buybacks and their impact on market demand. With companies potentially repurchasing up to $1 trillion worth of shares by 2025, we consider how this practice might artificially boost stock prices and the potential repercussions if buybacks decrease.
We finish this episode by discussing stocks that we added to our watchlist.
Tickers of Stocks & ETF discussed:CMG.TO
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Mon, 01 Jul 2024 - 497 - CPI Accelerates and More Losses for Cannabis Stocks
On this episode of the Canadian Investor Podcast we break down the latest Consumer Price Index (CPI) data and its ramifications for the Bank of Canada's (BOC) upcoming monetary policy decisions. With the annual inflation rate now at 2.9% and core inflation seeing its first rise in months, we examine the challenges the BOC faces in balancing rate adjustments against a backdrop of a weak economy and high consumer debt.
We'll also explore the varying performance of major Canadian grocery chains, contrasting Empire's cautious outlook with Loblaw's robust growth, and discuss strategic moves in the retail sector. Additionally, we go over the recent earnings release of two of the major Canadian cannabis producers in Canopy and Aurora. We finish the episode by talking about Winnebago’s decline in sales and what it means for the RV industry.
Tickers of Stocks & ETF discussed:ACB.TO, WEED.TO, EMP-A.TO, WGO
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Thu, 27 Jun 2024 - 496 - Top 5 Canadian ETF by Inflows and Dealing with Questionable Management
In this episode, we dive into the latest ETF flow data for May 2024. We explore the strong net inflows in Canada, the notable trends in equities and the significant outflows of Canadian listed spot Bitcoin ETFs.
We also tackle the issue of dealing with questionable management. Using Autodesk as a case study, we discuss the challenges faced by shareholders when facing questionable management decisions. We review the company's transition to SaaS, its recent controversies, and the involvement of activist investor Starboard Value.
Tickers of Stocks & ETF discussed:XIC.TO, CIAI.TO, VFV.TO, DMEU.TO, ZAG.TO, XIU.TO, CSAV.TO, HULC.TO, XSP.TO, HXT.TO
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Mon, 24 Jun 2024 - 495 - Will Regulators Approve National Bank’s CWB Acquisition?
In this episode of the Canadian Investor Podcast, we go over the US May CPI data and the US Federal Reserve's rate hike announcement. We break down the latest CPI figures, highlighting the trends in energy, services, and food prices, and discuss what these mean for the inflation outlook. Following this, we delve into the Federal Reserve's decision to keep rates unchanged, examining the nuances of their quantitative tightening and economic activity assessments.
Additionally, we discuss Nvidia's significant impact on the S&P 500, Adobe's impressive earnings report, and Dollarama's resilient performance amidst economic challenges. We also cover National Bank's ambitious bid to acquire Canadian Western Bank and its implications for the Canadian banking sector.
The episode finishes with Simon going over the recent downgrade of Allied Property REIT's debt and what it means for the office REIT going forward.
Ticker of stocks:ADBE, DOL.TO, AP-UN.TO, NA.TO, CWB.TO, NVDA
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Thu, 20 Jun 2024 - 494 - Top 10 Performing TSX Stocks This Year
In this episode of The Canadian Investor Podcast, we start by talking about the best performing stocks on the TSX and look at some common themes.
We also explore why trying to beat the S&P 500 might not be the best strategy for every investor. We also discuss some comments from Bruce Flatt, CEO of Brookfield, that adopting a long-term perspective is crucial. Businesses should be valued over decades, not in the short term. This mindset helps investors stay focused on their goals rather than reacting to market fluctuations.
We finish the episode by answering a listener question from jointci about what valuation ratios we use when valuing stocks.
Ticker of stocks:CEU.TO, EDV.TO, CLS.TO, HBM.TO, TVK.TO, BBD-B.TO, ARTG.V, BDT.TO, IMG.TO, HRX.TO, SFTC.TO, SII.TO, NVEI.TO, ATZ.TO, DOL.TO
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Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 17 Jun 2024 - 493 - The Long Awaited BoC Rate Cut is Here. Now What?
In this episode of The Canadian Investor Podcast, we start the episode by going over the recent Bank of Canada rate cut, our key takeaways from the press conference and what it means for Canada going forward.
We then shift our focus to the earnings of Lululemon which had a quarter that had both some good and some bad and what it means for future growth. We talk about BRP’s massive drop in revenues and what it means for the company in the near to medium term. We also cover the earnings from Dollar Tree and discuss why it is not performing as well as Dollarama in Canada. Finally, we round out the episode by discussing the earnings from Saputo.
Ticker of stocks:SAP.TO, LULU, DOL.TO, DLTR, DOO.TO
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Thu, 13 Jun 2024 - 492 - How Many Stocks is Too Many?
In this episode of The Canadian Investor Podcast, we tackle a common challenge faced by many investors: how to effectively reduce the number of holdings in your portfolio if your portfolio has too many individual stock holdings.
Additionally, we dive into the fascinating growth story of LinkedIn, from its early days to its acquisition by Microsoft, and its evolution into a critical tool for professionals worldwide. Finally, we explore the stock-to-flow ratio, its relevance to commodities like gold and Bitcoin, and its limitations.
Ticker of stocks:MSFT
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Mon, 10 Jun 2024 - 491 - Mixed Results for Canada’s Big Banks
In this episode of The Canadian Investor Podcast, we go over the recent earnings of 4 of Canada’s big 6 banks. The results from the big banks have been uneven with some performing better than others. We talk about CIBC, ScotiaBank, TD Bank and Bank of Montreal.
We also take touch on the news that Park Lawn Corporation will be taken private and more troubles for the owner of Ticketmaster, Live Nation
Ticker of stocks:BMO.TO, PLC.TO, BNS.TO, TD.TO, CM.TO
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Thu, 06 Jun 2024 - 490 - Two Stocks We Added to Our Watchlist
In this episode of The Canadian Investor Podcast, we finish the list of sector-specific ETFs with 14 more ETFs for exposure in industrials, consumer staples, energy, materials, utilities and real estate.
We then talk about two stocks that are on our watchlist. Braden goes over why Live Nation is currently on his watchlist amidst the lawsuit brought by the US Department of Justice. Simon then goes over why Savaria Corporation, a small cap Canadian company is currently on his watchlist
Stats Canada - Age of Disability Study
Stats Canada - Canadian population by age
Ticker of stocks & ETF discussed:SIS.TO, LYV, ZIN.TO, EXI, VDC, STPL.TO, ST.TO, HXE.TO, ZEO.TO, VDE, XMA.TO, VAW, ZUT.TO, VPU, VRE.TO, USRT
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Mon, 03 Jun 2024 - 489 - Nvidia is Unstoppable and Trouble at Lululemon
In this episode of The Canadian Investor Podcast, we cover a range of earnings reports and investing news. We start by discussing Nvidia's phenomenal earnings, driven by surging AI and data center demand, and its surprising dividend increase.
We then shift to the world of crypto with the approval of the Ethereum Spot ETF and its potential impact on the crypto market. Additionally, we delve into the recent controversy at Gildan Activewear, the restructuring at Lululemon, and the US Department of Justice's antitrust lawsuit against Live Nation.
Finally, we review Target's latest earnings, highlighting consumer spending trends and the retailer's response to a challenging economic environment. Join us for an insightful discussion on these key market movers and industry shifts.
Ticker of stocks/ETF discussed: LYV, LULU, NVDA, TGT, GIL.TO
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Thu, 30 May 2024 - 488 - 5 Small Canadian Stocks & 10 Sector-Specific ETFs
In this episode of The Canadian Investor Podcast, we shift our focus from broad-based index funds to explore the world of sector-specific ETFs. While index funds provide a great foundation, they often concentrate on certain sectors more than others, potentially leaving gaps in your portfolio.
Join us as we break down the S&P 500 and S&P TSX sector weightings, highlighting areas where investors might be underexposed, such as real estate, utilities, materials, energy, and consumer staples. Drawing inspiration from John Templeton's timeless wisdom on diversification, we'll provide you with Canadian and US listed ETF ideas for each of these sectors.
Additionally, we'll delve into Warren Buffett's insights on achieving impressive returns with a smaller investment pool and share five intriguing Canadian small-cap stocks that have recently caught our eye.
Ticker of stocks/ETF discussed: MDA, PSI, BDT, CVO, KITS, VGT, TEC, ZNQ, IYF, ZEB, VCR, XCD, VOX, COMM, IXJ, ZUH
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Mon, 27 May 2024 - 487 - Will Slowing Inflation Lead to Interest Rate Cuts?
In this episode of the Canadian Investor Podcast, we delve into the latest inflation data from Canada and the U.S and what it means for investors.
Additionally, we provide a detailed look at the earnings outcomes for major companies including Lightspeed Commerce, Canada Goose, and Walmart, and discuss the implications of these reports on market expectations and consumer behavior. We also touch on Shopify's financial performance and the evolving odds of the SEC approving a spot Ethereum ETF. Join us as we unpack these developments and their potential effects on investors and the broader economic environment.
Ticker of stocks discussed: GOOS.TO, WMT, LSPD.TO
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Thu, 23 May 2024 - 486 - Why Gold and Bitcoin Provide Money Printing Insurance
In this episode, we look at the legacy of Jim Simons who recently passed away. Known for both his mathematical genius and philanthropic endeavors, Simons left an indelible mark on the investment landscape with his revolutionary approaches at Renaissance Technologies. We unpack the astounding performance of the Medallion Fund, which achieved phenomenal returns over more than 3 decades.
We also answer a listener's question which asks about the merits of investing in both Gold and Bitcoin. With central banks' actions under scrutiny, especially during crises like the COVID-19 pandemic, we discuss the evolution of money supplies, the enduring value propositions of gold and bitcoin, and the strategic diversification of assets to safeguard against potential financial instability.
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Mon, 20 May 2024 - 485 - The Return of Meme Stocks and Canadians Spending Less
In this episode of The Canadian Investor, we dive into the resurgence of meme stocks led by the rise of GME. We discuss the mysterious return of Roaring Kitty (Keith Gill), whose recent posts have sparked excitement and speculation. We analyze the massive trading volumes of GME and what it might mean for the market and regulators.
We also cover the latest Canadian job report, which showed a stronger-than-expected increase in employment, and discuss its potential impact on the Bank of Canada's upcoming decisions.
We also cover the earnings from Goeasy Ltd, Stella-Jones, Canadian Tire, and Home Depot. Goeasy continues to thrive despite regulatory changes, Stella-Jones benefits from infrastructure demand, Canadian Tire faces mixed results, and Home Depot navigates a challenging market.
Tickers of stock discussed: GME, AMC, BB.TO, SJ.TO, CTC-A.TO, HD.TO
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Thu, 16 May 2024 - 484 - Dealing with Investing Biases and Will Open Banking Increase Competition?
In this episode, we examine the complex relationship between personal biases and investment decisions. We begin by contemplating the potential pitfalls of being overly familiar with and emotionally invested in certain companies. Inspired by Peter Lynch's insights from "One Up on Wall Street," we discuss the dual-edged sword of using personal experiences and observations to gauge a company's market potential.
We then answer a listener question on the use of stop limits to protect portfolio investments during times of high market valuations. We provide a comprehensive overview of different sell limit orders, including stop limit and trailing stop limits, and share insights into their effectiveness and potential drawbacks in real-life scenarios.
The episode finishes with Simon talking to Mahima Poddar, Senior Vice-President and Group Head of Personal Banking with EQ Bank. They discuss Canada’s Consumer-Driven Banking Framework that was announced in the Federal government 2024 budget and when Canadians could expect to benefit from open banking.
Canada’s Consumer-Drive Banking Framework
Tickers of stock discussed: QSR.TO, ASML
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Mon, 13 May 2024 - 483 - Higher Profits for Loblaws and Slowing Growth for Air Canada
In this episode of The Canadian Investor Podcast, we tackle recent news and earnings.
We start the episode by going over Brookfield Renewable Partners recent groundbreaking agreement with Microsoft to deliver over 10.5 gigawatts of renewable energy, crucial for powering Microsoft’s AI-driven cloud services.
We also cover a slew of earnings reports including the TMX Group’s solid results despite market challenges, Air Canada’s slowing growth, and Loblaw’s steady growth despite a challenging inflationary and political environment .
We finish the episode by looking at Allied Property REIT to better understand where office real estate is trending and look to see how Telus is doing compared to its peers.
Tickers of stock discussed: AP-UN.TO, X.TO, T.TO, BEP-UN.TO, MSFT, L.TO
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Fri, 10 May 2024 - 482 - More Trouble for TD and Apple’s Slowing Sales
In this episode of The Canadian Investor Podcast, we tackle recent news and earnings.
We start by looking at BCE’s most recent quarter and if BCE is on track to meet its guidance and continue increasing its dividend for years to come.
Then we turn to TD Bank which is currently entangled in a U.S.-led anti-money laundering investigation linked to alleged illicit activities by Chinese drug traffickers. With potential fines looming and a significant underperformance compared to peers, TD faces a precarious future.
RBI on the other hand reported solid sales growth driven primarily by Tim Hortons, despite mixed results across the rest of its brand portfolio.
We finish the episode by going over Apple’s recent quarter in which it saw its sales drop more than 4% and talking about Starbucks which also saw a sales decline.
Tickers of stock discussed: AAPL, QSR.TO, BCE.TO, TD.TO, SBUX
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Thu, 09 May 2024 - 481 - The investor who made 325x their money
In this episode of the Canadian Investor Podcast, Braden shares his observations from his recent travels across Europe, focusing on the evolving landscape of investment opportunities and the significant shift in credit card adoption in Spain compared to his last visit. He highlights the dramatic increase in credit card acceptance, noting the ease of transactions even with the smallest vendors.
Simon dives into the mechanics of how Buy Now Pay Later (BNPL) companies generate revenue and discusses the intriguing findings from a recent New York Federal Reserve study. The study outlines how the adoption of BNPL services varies significantly between financially fragile and financially stable households, shedding light on consumer behavior and financial health.
Wrapping up the episode, they explore the investment philosophy of renowned investor Norbert Lou. They also discuss the breaking news announcement by the US government to potentially reclassify marijuana from a Schedule 1 to a Schedule 3 drug, examining the potential ripple effects this major shift could have on Canadian cannabis stocks.
Tickers of stock discussed: WEED.TO, ACB.TO, V, MA, AFRM, PYPL, SQ
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Mon, 06 May 2024 - 480 - Alphabet Impresses while Meta and Tesla Disappoint
Simon and Dan start with a look at the GDP growth in Canada and the US and what it means for interest rates and investors going forward.
They then go over recent earnings from Alphabet, Meta, Tesla, and Canadian Pacific. Alphabet's surprising dividend announcement and strong revenue growth across its various segments contrast with the challenges posed by current search engine dynamics. Meta's robust revenue growth faces the headwinds of future investment expectations, while Tesla navigates production costs and market demands amidst falling sales prices. Canadian Pacific reports a steady quarter. They finish by touching on 3M's strategic decisions, including a dividend "reset" following a major spinoff and legal settlements, providing a broader perspective on the implications for long-term dividend strategies.
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Thu, 02 May 2024 - 479 - Should you Invest in Stocks or Real Estate ? Part 1
In this special episode, Dan Foch from the Canadian Real Estate Investor Podcast joins Simon to give the pros and cons between investing in the stock markets and investing in real estate.
You can access part 2 of the episode on the Canadian Real Estate Investor Podcast by using the links below.
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Mon, 29 Apr 2024 - 478 - Tax Changes, Bitcoin Halving, and Netflix's Metrics Shift
Join Dan and Simon as they dissect the recent changes to the capital gains inclusion tax revealed in the 2024 federal budget and the implications for Canadian investors and businesses. The duo explores the implications of the adjusted tax rate for investments, with a special focus on the impact for small business owners and self-employed professionals who hold substantial corporate assets.
They also delve into the latest Bitcoin halving, analyzing its potential effects on the Bitcoin network. The conversation then shifts to the decline of Goodfood following its pandemic peak and examines Netflix's decision to stop reporting certain subscriber metrics. Wrapping up the episode, Dan and Simon discuss American Express's latest earnings, highlighting how its business model differs from other payment processors like Visa and Mastercard.
Q4 2023 Fed Household Debt Survey
Stocks discussed in this episode: MA, FOOD.TO, AXP, V, NFLX
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Thu, 25 Apr 2024 - 477 - Is BCE’s Dividend at Risk of Being Cut?
In this episode, Simon and Braden explore Canada's job market post-Covid, examining how public, private, and self-employed sectors have diverged in their recovery trajectories.
In the next segment, they discuss BCE's recent earnings and guidance. They look at BCE’s dividend and why it may not be sustainable for the long term.
Simon and Braden finish the episode by discussing allocation and how it can be a great tool for diversification and minimizing risk across different asset classes.
Stocks discussed in this episode: BCE.TO, ABNB, UBER, DASH, CVNA, NFLX,
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Mon, 22 Apr 2024 - 476 - Tesla Layoffs, Canadian CPI and Jamie Dimon’s Warning
In this episode, Simon and Dan start by discussing the recent CPI data from both Canada and the US and explain why the Bank of Canada will have a tough decision to make at its next June meeting.
They then discuss the announcement that Tesla will be laying off at least 10% of its global workforce and why New York Community Bank might still be in trouble despite getting a 1B cash infusion a month ago.
Simon and Dan also discuss the earnings of MTY Food Group and JP Morgan.
Stocks discussed in this episode: MTY.TO, JPM, TSLA, NYCB
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Thu, 18 Apr 2024 - 475 - Simon’s 20 year investing learnings & Reddit SEO Juice
In this installment of the Canadian Investor Podcast, Simon reflects on the valuable insights he's gathered over two decades of investing. Additionally, Simon and Braden explore the significant impact of Constellation Software's spinoffs on the TSX Venture Exchange and discuss Reddit's advantages from recent updates to Google’s search engine optimization strategies.
Stocks discussed in this episode: GOOG, RDDT, CSU.TO, TOI.V, LMN.V
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Mon, 15 Apr 2024 - 474 - Dollarama Keeps Rolling and Another Canadian Company Goes Private
In this episode of the Canadian Investor Podcast, Simon and Dan start by comparing the latest jobs report in Canada and the US and what it means for the Bank of Canada going forward when it comes to interest rates.
They discuss Indigo's transition to a private entity under Trilogy Investment and what it means for existing shareholders. Dan breaks down the short report by Spruce Point Management's on WSP Global.
Simon and Dan also discuss Lightspeed job cut and share buyback announcement, Dollarama's impressive year and the recent departure of Teladoc’s CEO.
Join Simon and Dan for the latest news and earnings episode of the Canadian Investor Podcast
Stocks discussed in this episode: LSPD.TO, WSP.TO, TDOC, DOL.TO
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Thu, 11 Apr 2024 - 473 - 10 lessons over 10 years & Two stocks we like
In this episode, Braden dives into his investment journey over the past decade starting when he turned 18. He shares his transition from indexing to selecting individual stocks and reflects on the lessons learned, emphasizing the intellectual joy of managing a portfolio despite the challenges.He discusses what he’s learned over the past 10 years, including the importance of quality over quantity in portfolio decisions, the influence of entrepreneurship on his investment approach, and the evolving understanding of what constitutes a sustainable business moat.
Simon and Braden also discuss two stocks on their radar. Simon goes over why streaming mining giant Franco-Nevada is on his radar while Braden goes over the small cap roll-up Terravest.
Stocks discussed in this episode: FNV.TO, TVK
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Mon, 08 Apr 2024 - 472 - 2024 Has a New Meme Stock and Nuvei Goes Private
Join us on The Canadian Investor Podcast as we dive into the latest market trends and financial news.
This week, we cover the announcement that Nuvei is going private and the implications for shareholders. We also cover the sentence handed down to Sam Bankman-Fried (SBF) as a result of the fraud he committed while at the head of FTX, the former crypto exchange.
We also explore the recent merger of Trump Media and Technology Group with DWAC and why it could be the latest meme stock. We also cover the recent earnings results from BRP and a look back at Cineplex earnings and why it's still struggling to get back to pre-pandemic levels.
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Thu, 04 Apr 2024 - 471 - The Chocolate Crisis and Should we sell this Data Centre REIT?
Join Simon and Braden this episode of the Canadian Investor Podcast. We start off the episode on a fun note looking at recent returns from different stocks and assets.
The rest of the episode is dedicated to the recent short report on Equinix by Hindenburg Research. Equinix is the largest data center REIT in the world and has benefited from the AI excitement that has been driving the stock market for the last 18 months. Simon and Braden share their strategies on how they approach such short reports, emphasizing the importance of not dismissing them outright but rather considering their merits critically.
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Mon, 01 Apr 2024 - 470 - Reddit’s Post IPO Surge and Headwinds for Fashion Stocks
In this episode, Dan and Simon dissect the US Federal Reserve's recent decision to keep rates unchanged. They then delve into Alimentation Couche-Tard's earnings and explain why the stock sold off after the earnings release.
Dan and Simon then discuss the recent Reddit IPO and why investors should do their homework before deciding to invest in the latest social media IPO. They also touch on Lightspeed's potential shift to private ownership, Canada Goose's layoffs aimed at operational efficiency, and discuss the recent earnings of fashion giants, Nike and Lulelmon.
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Thu, 28 Mar 2024 - 469 - How Important is Luck when Picking Stocks?
In this insightful episode of the Canadian Investor Podcast, your hosts, Simon and Braden, delve deep into the intriguing role of luck in the stock market and its potential effects on your investment outcomes. The duo explores the critical question of how much luck versus skill contributes to selecting winning stocks.
Further, they shed light on the often misleading nature of historical returns, particularly focusing on the total returns of stocks that have shown exceptional performance over long periods. Join Simon and Braden as they provide a fresh perspective on evaluating past performance and the unpredictable element of luck in investing.
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Mon, 25 Mar 2024 - 468 - Big 5 Banks Deceiving Customers and Nuvei’s Potential Buyout
Dive into an expanded episode of the Canadian Investor Podcast, where Dan and Simon dissect the recent Canadian CPI data for February 2024 and why it could make the Bank of Canada’s rate decisions ever more difficult.
They also explore the unexpected partnership discussions between Apple and Google which could have big impacts on the apple ecosystem. They then discuss CBC Marketplace's investigation into the Big 5 Canadian Banks sales practices.
In this episode, they also discuss the recent news of a private equity buyout offer for Nuvei as well as Empire’s latest results and what it means for the grocery market in Canada.
CBC 2017 Go Public investigation
CBC 2024 marketplace investigation
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Thu, 21 Mar 2024 - 467 - What Financial Planning Should Look Like with Mark McGrath
In this special episode, join Simon alongside Mark McGrath, a certified financial planner from PWL, as they dive deep into the intricacies of financial planning and investment strategies. They begin by discussing the benefits of index investing as a cornerstone of sound financial planning including the pros and cons of home country bias. The conversation then pivots to debunking the myths surrounding dividend investing, providing a critical examination of the pursuit for high yields and the necessity for thorough research to avoid common traps.
As the dialogue progresses, Simon and Mark explore the dynamic realm of cryptocurrency investments. With the advent of new Spot Bitcoin ETFs in the US, Mark provides insight if he has seen increased interest from clients as a result of the launch.
The episode rounds off with a crucial conversation on pension plans, specifically the distinctions and misunderstandings between Defined Benefit (DB) and Defined Contribution (DC) plans. They underscore the essential need for investors to grasp the subtleties of their retirement savings options, challenging the prevailing notion that all DB plans are inherently superior.
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Mon, 18 Mar 2024 - 466 - Canadians Love Costco & CPP’s Fire Sale
Simon and Dan dive into a concise exploration of the latest economic developments affecting investors in Canada and the US. The Bank of Canada stands pat with its policy rate at 5%, amidst mixed growth signals and persistent inflation, particularly in housing. We also dissect the surprising US CPI data for February 2024, which shows a slight uptick in inflation, influencing the Federal Reserve's interest rate strategy and its implications for the Canadian economy.
Highlighting company earnings, we delve into Pollard Banknote's resilience in the face of economic challenges and explore strategic financial movements within New York Community Bancorp. Additionally, insights from Park Lawn Corporation and Costco reveal how businesses are adapting to changing monetary policies and consumer trends.
Join us for a succinct analysis on The Canadian Investor Podcast, where we break down complex economic indicators and their impact on investment strategies, providing listeners with actionable insights in a rapidly changing financial landscape.
Symbols of stocks discussed: PLC.TO, NYCB, PBL.TO, COST
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Thu, 14 Mar 2024 - 465 - The Best Businesses in the World A to Z (List) - TCI Rewind
In this episode of the Canadian Investor, Simon and Braden provide the best businesses in the world for every letter of the Alphabet
Symbols of stocks discussed: AAPL, BRK-B, DE, META, HD, JNJ, LMT, MA, PEP, INTU, ROP, SPGI, TSM, UH, UNH, V, WMT, GOOG, ASML, ETSY, DIS, CNR.TO, RACE, GPC, JPM, KR, LULU, NKE, MCD, OXY, UBER, YUM, TXN, SBUX, SPG, QBR-B.TO
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Mon, 11 Mar 2024 - 464 - Canadian Banks Set Aside More Money for Bad Loans
In this episode of the Canadian Investor Podcast, hosts Simon and Dan delve into the latest financial headlines, starting with the meteoric rise of Bitcoin against various fiat currencies.
They then analyze the challenges facing New York Community Bank amidst its exposure to commercial real estate, questioning its survival prospects.
Finally, the duo provides a comprehensive review of the recent earnings reports from major Canadian banks including RBC, TD, CIBC, and National Bank, offering insights into their performance and implications for investors.
Tickers of stocks discussed: NYCB, TD.TO, RY.TO, CM.TO, NA.TO
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Thu, 07 Mar 2024 - 463 - Modern Portfolio Theory and US Spot Bitcoin ETFs Beat Expectations
Welcome back to another insightful episode of the Canadian Investor Podcast with Simon and Braden. In this week's episode, our hosts delve into the intricacies of Modern Portfolio Theory (MPT), exploring its relevance in today's dynamic investment landscape. They unravel the complexities of businesses navigating competing incentives among stakeholders, shedding light on key strategies for sustainable growth and profitability.
As the conversation evolves, Simon and Braden shift their focus to a hot topic in the investment world: Spot Bitcoin ETFs. With seven weeks since their launch, they analyze the performance of these ETFs, dissecting fund flows and assets under management to determine whether they've lived up to the hype or fallen short of expectations.
Randy Cohen Blog on 60/40 performance
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Mon, 04 Mar 2024 - 462 - Nvidia’s Market Cap hits 2T and the Start of Canadian Bank Earnings
Join Dan and Simon for the weekly news and earnings episode.
In this episode, Simon and Dan start by talking about Nvidia’s blowout quarter and what the future might hold for Nvidia, AI and the semiconductor space.
They then discuss the earnings of Lightspeed Commerce and Teladoc, two pandemic darlings that have seen their share price crater since 2021.
The episode concludes with Simon and Dan discussing Loblaw’s earnings and the start of Canadian Bank earnings.
Tickers of stocks discussed: NVDA, BMO.TO, BNS.TO, L.TO, TDOC, LSPD.TO
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Thu, 29 Feb 2024 - 461 - 4 Stocks on Our Watchlist for 2024
Join us for this special episode where Simon and Braden talk about two stocks that they have on their radar for 2024.
Simon explains why Canadian Pacific Kansas City Southern (CP.TO) and Blackrock are on his radar for 2024.
Braden goes over why Porsche and Snap are the two stocks on his watchlist for 2024.
Tickers of stocks discussed: CP.TO, BLK, P911, SNAP
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Mon, 26 Feb 2024 - 460 - Slowing Inflation and Canadian Tire's Terrible Quarter
In this episode, we start by discussing the latest Canadian inflation data. We also go over challenges facing Canadian Tire, explore Intact Financial's surprising performance, and analyze Air Canada's strategic moves amid economic shifts.
We then talk about the operational turnaround at Restaurant Brands International, with Tim Hortons leading the growth charge. Finally, we navigate the dynamic world of buy now pay later with Affirm Holdings, exploring revenue spikes, customer metrics, and potential risks.
Join us as we dissect these financial landscapes, providing you with quick insights into the Canadian market's latest developments.
Tickers of stocks discussed: AFRM, CTC-A.TO, AC.TO, IFC.TO
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Thu, 22 Feb 2024 - 459 - 8 Red Flags When Analyzing a Stock
In today's episode, we explore 8 red flags when analyzing a stock and why each of them can be a warning sign for investors. From declining revenues to unsustainable payout ratios, we break down key indicators that may signal potential risks in your investment.
We then look at why less can be more in terms of the number of holdings but also from a trading perspective.
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Mon, 19 Feb 2024 - 458 - More Trouble for US Regional Banks and BCE Struggles
Join us in this episode as we delve into the latest economic developments, starting with a closer look at the unexpected rise in the US Consumer Price Index (CPI) and its potential impact on future Federal Reserve decisions. We explore the intricate details of New York Community Bank's challenges, especially concerning its exposure to rent-controlled real estate. We look at 2 of the Big 3 telecoms by starting with BCE's lackluster earnings report, shedding light on its dividend concerns and regulatory challenges. We then look at Telus’ performance and how it compares to BCE. Lastly, we examine TFI’s fourth-quarter results, navigating through the ups and downs of the logistics industry amid a slowing Canadian economy.
Tickers of stock discussed: BCE.TO, TFII.TO, T.TO, NYCB,
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Thu, 15 Feb 2024 - 457 - China’s Economic Challenges and Investing at All Time Highs
Join us for a new episode as we explore China’s growing economic challenges. From a struggling stock market to concerns over real estate and a declining population, we dissect key factors impacting China's global standing.
We then discuss the topic of investing at all time highs and why it shouldn’t be a reason to invest or not invest in a company or the stock market.
We finish by talking about the new Loud Budgeting trend on Tiktok. We go over what it is and why it is not a good thing to be able to spend within your means.
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Mon, 12 Feb 2024 - 456 - Meta’s Historic Jump and Metro Increases its Dividend
In this episode of the Canadian Investor Podcast, we delve into the recent US Fed rate announcement and its impact on the Canadian bond market, particularly the 5-year bond.
We also go over the earnings of Meta, Amazon, Canadian Pacific, Google, ,Allied REIT and Metro. Meta's impressive financial performance and market cap gain take the spotlight, while Amazon's consistent earnings beat and operational growth showcase its resilience. We look at Google's strong earnings come under scrutiny, with a small miss on expected ad revenue affecting its stock.
Tickers of stock discussed: CP.TO, AMZN, GOOG, META, AP-UN.TO, MRU.TO
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Thu, 08 Feb 2024 - 455 - These 4 Quebec Rollups have Crushed the TSX
Welcome back to the Canadian Investor podcast with your hosts, Simon and Braden! In this episode, they dive headfirst into the captivating universe of Quebec-based rollups, exploring why some of these companies have emerged as the best-performing stocks on the TSX over the last few decades.
Simon and Braden tackle a burning listener question about covered call ETFs, unraveling the complexities and shedding light on whether this strategy aligns with various investment goals. As the episode unfolds, stay tuned for a thought-provoking discussion on the potential traps of "starter positions" in your portfolio.
Tickers of stock discussed: ATD.TO, QQQ, QYLD, GIB-A.TO, TFII.TO, WSP.TO
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Mon, 05 Feb 2024 - 454 - Tesla Slumps, Shipping Woes, and Leon's Real Estate Leap
In this episode, we dive into the Bank of Canada's decision to maintain its policy rate at 5%, Tesla's challenging earnings report, the impact of shipping issues on the global economy, Leon's Furniture's surprising move into real estate development, the performance of Canadian National Railway, and the unfolding accounting issues at Archer Daniels Midland. Additionally, we provide a comprehensive review of ASML's Q4 and full-year earnings, shedding light on their pivotal role in the semiconductor industry.
Tickers of stock discussed: TSLA, LNF.TO, CNR.TO, ADM, ASML
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Thu, 01 Feb 2024 - 453 - 20 Important Metrics When Analyzing a Stock
In this episode of the Canadian Investor Podcast, Simon and Braden look at 20 important metrics used to analyze public companies. Join us as we break down concepts like earnings per share and debt-to-equity ratios, making them easy to understand and apply in your investment decisions. Whether you're a newbie or a seasoned investor, this episode serves as a practical guide to help you confidently navigate the world of stock analysis. Tune in to gain valuable insights and take your first steps towards smart investing!
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Mon, 29 Jan 2024 - 452 - Shareholder Drama and TSMC Gets a Boost from AI
Welcome to the latest episode of the Canadian Investor podcast with your hosts, Dan and Simon. Tune in as they delve into the latest financial updates and earnings reports. In this episode, they analyze Birchcliff's significant dividend cut, break down TSMC's earnings, unpack the shareholder feud at Parkland Fuel, dissect Goldman Sachs' financial performance, and share insights from a recent interview with CIBC's Deputy Chief Economist, Benjamin Tal, featured in The Globe and Mail. Stay informed and engaged with the Canadian Investor podcast as Dan and Simon navigate through the dynamic landscape of financial news and discussions.
Ticker of Stocks discussed: TSMC, GS, PKI.TO, BIR.TO
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Thu, 25 Jan 2024 - 451 - Why This is a Stock Picker’s Market and a TFSA Mistake to Avoid
Join Braden and Simon in this insightful episode of the Canadian Investor Podcast as they demystify treasury bill ETFs, uncovering the mechanics behind this investment strategy. Discover why substantial returns are within reach without the need to meticulously pick the market's 'magnificent 7.' The hosts delve into the driving forces behind stock market returns, shedding light on key factors that shape investment outcomes.
Simon shares valuable insights into common TFSA mistakes, providing listeners with the knowledge to optimize their tax-free savings. Additionally, Simon unveils a new position he recently initiated.
Ticker of Stocks discussed: TOU.TO
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Mon, 22 Jan 2024 - 450 - What Canadian Banks CEOs are Saying About 2024
In this episode, Dan and Simon start by going over the December CPI data. They then go over the drama surrounding the Spot Bitcoin ETF approval and go over earnings from Artizia, Good Foods. They finish the episode by discussing the recent comments made by the Big 5 Canadian Bank CEOs at the RBC Capital Markets conference.
Ticker of Stocks discussed: FOOD.TO, ATZ.TO, RY.TO, TD.TO, CM.TO, BNS.TO, BMO.TO
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Thu, 18 Jan 2024 - 449 - Why 2023 Was a Bad Year for Canadian IPOs
In this episode, we talk about the stock market returns from developed countries over the last 14 years. We then look at EY’s Global IPO Trends of 2023. We finish the episode by talking about stock on our radar presented by our sponsor EQ Bank.
Ticker of Stocks discussed: FICO, URA, HURA.TO, U-UN.TO
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Mon, 15 Jan 2024 - 448 - US Approves Spot Bitcoin ETFs and a Surprise Dividend Cut
Dan Kent is back for his first recording of 2024! Simon and Dan talk about the U.S. Spot Bitcoin ETF, Walgreens cutting its dividend, Brookfield’s cell tower acquisitions in India, Lululemon increasing its guidance and more!
Ticker of Stocks discussed: LULU, BN.TO, WBA, AMT, AP-UN.TO
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Thu, 11 Jan 2024 - 447 - 15 ETFs and Investing Goals for 2024
Join us for our first episode recorded in 2024!
In this episode, Simon and Braden discuss GLP-1 weight loss drugs and more specifically Ozempic. Then they go over 15 ETFs that offer low fees and broad exposure to the markets. They finish the episode by going over their investing lessons from 2023 and 2024 investing goals.
Ticker of Stocks/ETFs discussed: XAW.TO, VXC.TO, XEQT.TO, VEQT.TO, VFV.TO, VOO, XUU.TO, ITOT, EMXC, XEMC.TO, XIC.TO, VCN.TO, CBIL.TO, UBIL-U.TO, EBIT.O, FGRO,TO
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Mon, 08 Jan 2024 - 446 - Will Canadian Real Estate Rebound in 2024?
In this special episode of the Canadian Investor Podcast, Simon and Dan Foch look back at what happened with Canadian Real Estate in 2023 and what’s in store for 2024. We discuss mortgage rates, indebtedness for Canadians, potential Bank of Canada interest rate cuts and more!
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapitalWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 04 Jan 2024 - 445 - Our 2024 Bold Predictions
In this episode, Simon Dan and Braden look at their 2023 bold predictions and which one came through. Then they give their fresh bold prediction for the upcoming year!
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Mon, 01 Jan 2024 - 444 - 2023 Year in Review
In this episode, Simon Dan and Braden go over the 2023 investing year in review. They talk about the biggest stories of the year and what did not go as they expected. They look back at the failure of Silicon Valley Bank, the AI race, the impact of interest rates on stocks and more storylines from 2023!
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Thu, 28 Dec 2023 - 443 - List of 100 Quality Stocks
Braden interviews the newest employee at FinChat, Ryan Henderson, to discuss quality investing and opportunities in some 'unloved' names and sectors.
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapitalWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast- The Canadian Real Estate Investor
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See omnystudio.com/listener for privacy information.
Mon, 25 Dec 2023 - 442 - Mailbag Episode: Emerging Markets & Fixed Income Allocation, DCA vs. Lump Sum and more!
In this episode, Simon and Dan answer investing questions from listeners. Thank you to all of those who submitted their questions!
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast- The Canadian Real Estate Investor
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Thu, 21 Dec 2023 - 441 - Is Private Equity Really Outperforming Index Funds?
In this episode, Simon explains how private equity (PE) works and why the returns are often not beating stock market indices like the S&P 500, despite what is broadly claimed by PE fund managers. Braden goes over the two main types of stock positions that Akre Capital Management focuses on. We finish the episode by talking about what does not qualify as a moat.
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapitalWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast- The Canadian Real Estate Investor
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Mon, 18 Dec 2023 - 440 - Have We Seen the Last Rate Hike from the BoC?
In this episode, Simon and Dan discuss the Bank of Canada deciding to keep interest rates at 5%, spotify layoffs, Google’s AI mishap and earnings from smaller Canadian banks.
Symbols of stocks discussed: EQB.TO, CWB.TO, SPOT, LB.TO, LULU
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast- The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
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Thu, 14 Dec 2023 - 439 - Tier Ranking 25 of the Largest Canadian Stocks
In this episode, Simon and Braden rank by tier the 25 of the largest Canadian public companies by market cap. The top tier is Tier S and then goes on a declining scale from A, B, C and D.
Tickers of stocks discussed: SHOP.TO, CNR.TO, CP.TO, TRI.TO, BN.TO, ATD.TO, CSU.TO, BCE.TO, WCN.TO, MFC.TO, IFC.TO, NTR.TO, L.TO, T.TO, GIB-A.TO, RCI-B.TO, QSR.TO, FFU.TO, DOL.TO, FTS.TO, POW.TO, WSP.TO, H.TO, MG.TO, TFII.TO
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapitalWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast- The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools.
Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.
See omnystudio.com/listener for privacy information.
Mon, 11 Dec 2023 - 438 - Canadian Bank Earnings Takeaways and Remembering Charlie Munger
In this episode, Simon and Dan talk about 6 quotes from Charlie Munger that have special meaning for them. Then they talk go over the earnings of the rest of the large Canadian banks and share their main takeaways.
Symbols of stocks discussed: CM.TO, RY.TO, TD.TO, BMO.TO
Check out our portfolio by going to Jointci.com
Our Website Canadian Investor Podcast Network Twitter:@cdn_investing Simon’s twitter:@Fiat_Iceberg Braden’s twitter:@BradoCapital Dan’s Twitter: @stocktrades_caWant to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast- The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research.
Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.
See omnystudio.com/listener for privacy information.
Thu, 07 Dec 2023
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