The Canadian Investor

In this episode, we start by discussing signs that we may be nearing a market peak, using examples like the catastrophic launch of the Hawk Tuah token and its striking resemblance to the speculative frenzy of 2021.  Simon and Dan also break down the latest earnings reports from Canada’s Big 6 banks, highlighting the impressive performances of National Bank, Royal Bank, and CIBC, while examining the challenges faced by TD Bank. With insights into provisions for credit losses, loan impairments, and valuation metrics, this episode provides a comprehensive overview of the current state of Canada’s big banks. Tickers of stock discussed: NA.TO, CM.TO, RY.TO, TD.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_ca Want 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  Web player - 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.

In this episode, Simon and Braden explore the nuanced debate between growth, value, and quality investing. Braden shares his perspective on how these styles overlap and differ, emphasizing the importance of understanding your own "order of operations" when analyzing investment opportunities. Whether you're starting with business quality or valuation first, this discussion will help you refine your approach. They also dive into a fascinating research piece by Lyn Alden and Sam Callahan, examining Bitcoin's strong correlation with global liquidity. The piece also looks at how global M2 influences equities, and other assets, and why liquidity matters more than you might think for long-term investors. Finally, Braden walks through recent moves in his portfolio, including trimming winners like TFI International and reallocating capital to Canadian growth stories like Terravest and WSP Global. Simon explains recent adjustments he has made to his strategy, including increasing cash allocation with US treasury bills to balance risk and take advantage of future opportunities. Tickers of stock discussed: TFII.TO Bitcoin: A Global Liquidity Barometer 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_ca Want 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 Web player - 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.

In this episode, we start by discussing the Bank of Canada’s final rate announcement of the year. Will it be another 50bps cut, or will they ease up with just 25bps? We break down the economic data driving each case, including GDP contractions, inflation surprises, and the impact on the Canadian dollar. We also discuss Scotiabank’s fourth-quarter results—what went wrong with their targets, where they’re showing stability, and why provisions and write-offs are key metrics to watch. Plus, we analyze Intel’s CEO “retirement,” its struggle to regain dominance in chip manufacturing. Finally, we touch on Goeasy and Affirm Holdings' latest results, exploring what their growth and delinquency data reveal about the health of Canadian and global consumers. Tickers of stock discussed: GSY.TO, BNS.TO, AFRM, INTC 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_ca Want 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 Web player - 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.

The podcast covers three main topics: the benefits of opening a First Home Savings Account (FHSA), reasons for retail investor underperformance in 2024, and highlights from Warren Buffett’s latest shareholder letter, focusing on his philanthropic vision and legacy. 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_ca Want 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 Web player - 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.

It's a TSX stock roundup as Braden and Dan discuss results from Canadian companies. Tickers of stock discussed: ATD, WSP, L, TVK, SHOP 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_ca Want 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 Web player - 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.

Braden Dennis and Ryan Henderson hop on the mic to discuss some interesting trends and key earnings reports from Q3. Tickers of stock discussed: NKE, SBUX, NFLX 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_ca Want 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 Web player - 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.

In this packed episode of The Canadian Investor Podcast, we start by discussing Bitcoin's impressive rally following the U.S. presidential election. We explore how a less hostile regulatory environment could impact the crypto industry and debate why some portfolio exposure to Bitcoin might make sense in today’s macroeconomic environment. Switching gears, we tackle the ongoing debate about whether the stock market is overvalued, comparing the top 20 U.S. companies today to 20 years ago. We unpack how today’s high-margin, high-growth companies differ from the commodity-heavy, low-growth businesses of the past and why a blanket “stocks are overvalued” statement might overlook crucial nuances like revenue growth and operating margins. Finally, we analyze Berkshire Hathaway’s ballooning cash reserves, Warren Buffett’s aggressive selling of equities, and the implications of the Buffett Indicator hitting historically high levels. Tickers of stock discussed: BRK-B, AAPL, NVDA, MSFT, GOOGL, AMZN, 2222, META, 2330, LLY, AVGO, TSLA, WMT, JPM, V, XOM, UNH, NOVO.B, 700, ORCL Beam Radiology Website Beam Radiology - Consultation Request 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_ca Want 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 Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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: Part 1 - Apple Podcast Part 1- Spotify Part 1 - Web Player 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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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_ca Want 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 Web player - 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.

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_ca Want 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 Web player - 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.

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_ca Want 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 Web player - 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.

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_ca Want 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 Web player - 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.

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 NY Fed BNPL Survey 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_ca Want 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 Web player - 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.

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_ca Want 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 Web player - 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.

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_ca Want 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 Web player - 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.

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 Our Website 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! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - 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.

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 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_ca Want 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 Web player - 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.

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.See omnystudio.com/listener for privacy information.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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: 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.

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 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_ca Want 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 Web player - 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.