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Two Resilient Canadian Stocks in a Tough Trade Environment
Episode 504

Two Resilient Canadian Stocks in a Tough Trade Environment

The Canadian Investor · Braden Dennis & Simon Belanger

July 17, 202546m 33s

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Show Notes

In this episode of the Canadian Investor Podcast, we break down Canada’s latest CPI report, which shows inflation ticking up slightly to 1.9% and core inflation remaining sticky at 3%. We talk about how this may impact the Bank of Canada’s upcoming interest rate decision.Then, we dive into a strong quarter from Aritzia, where U.S. sales are booming and margins are improving despite tariff risks. On the flip side, MTY Food Group continues to struggle with soft same-store sales and a shrinking store count—raising the question of whether this is a cheap stock or a value trap.We also look at Richelieu Hardware’s steady performance, Delta Airlines’ financial spin zone, and the impact of tariff talk on both businesses and investor sentiment. 

Tickers of stocks discussed: ATZ.TO, RCH.TO, DAL, MTY.TO 

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