The Canadian Investor

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Do Bonds Still Make Sense? Plus Canada’s New Factor ETFs

Mon, 06 Jul 2026 09:00:00 +0000

In this episode, we take a closer look at bonds and bond ETFs, including where they can fit in a portfolio, why duration matters, and why the traditional 60/40 portfolio may not behave the way many investors expect. We also break down the key differences between owning individual bonds and bond ETFs, using recent examples like long-term U.S. Treasuries versus short-term Treasury bills to show how interest rate risk can impact returns.

We then turn to the new Avantis ETFs launched in Canada through CIBC, including why factor-based investing has attracted so much attention, how these funds differ from traditional market-cap-weighted index funds, and why investors should be careful not to treat them as a guaranteed shortcut to market outperformance. The funds may be interesting, but patience, expectations, and understanding the trade-offs still matter.

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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

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The Wealthy Barber on Canadians’ New Financial Reality

Thu, 02 Jul 2026 09:00:00 +0000

In this episode, Simon sits down with Dave Chilton for a broad conversation about personal finance, investing, and the habits that help Canadians build long-term financial security. They discuss how the money landscape has changed since The Wealthy Barber, the challenges younger Canadians face today, the role of good financial advice, and why simple, consistent decisions still matter more than chasing the latest trend. Dave also shares lessons from his career, his time on Dragon’s Den, and the financial advice he believes will stand the test of time.

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

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The 10 Greatest Acquisitions in Canadian and U.S. Stock Market History

Mon, 29 Jun 2026 09:00:00 +0000

What separates a good acquisition from a truly company-defining one? In this episode, Simon and Dan look at some of the best acquisitions in Canadian and U.S. market history — the deals that changed business models, unlocked decades of growth, created massive shareholder value, or quietly reshaped entire industries. From convenience stores and railways to software, social media, insurance, and e-commerce infrastructure, they break down why some acquisitions become legendary while others fade into the background.

Tickers of Stocks Discussed:
ATD.TO, SJ.TO, CNR.TO, TRI.TO, AAPL, GOOGL, META, MSFT, BRK.B, DIS, AMZN, NVDA, AMD

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Canada’s Condo Bailout and Apple’s Memory Price Problem

Sat, 27 Jun 2026 12:00:00 +0000

In this episode, Simon and Dan Foch break down the latest Micron earnings and what they reveal about the massive demand for AI infrastructure. We look at why higher DRAM and NAND prices matter beyond semiconductor stocks, how rising memory costs could flow through to consumer products like iPhones, laptops, gaming consoles and data centers, and whether Apple price hikes are an early sign of broader tech inflation.

We also discuss the latest inflation pressures, including the impact of higher oil prices, and what these could mean for central banks and consumers. Plus, we dig into the BC and Government of Canada condo bailout, what it says about the state of the housing market, and whether policymakers are once again stepping in to soften the landing for real estate.

Tickers of Stocks Discussed: MU, AAPL, NVDA, AMD, MSFT, GOOGL, AMZN, META

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Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

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Inflation Hits 3.2%, Couche-Tard Rallies & Airline Troubles

Thu, 25 Jun 2026 09:00:00 +0000

In this episode, Simon and Dan break down Canada’s latest inflation print, with CPI hitting 3.2% in May as gasoline, airfare, and food prices continue to pressure consumers. They also cover earnings from Empire, Air Transat, Couche-Tard, and Stingray, including the competitive pressure in grocery, Air Transat’s fuel and Cuba-related headwinds, Couche-Tard’s rally after a stronger quarter, and Stingray’s surprising growth following its TuneIn acquisition. They finish with a quick look at OSFI lowering the domestic stability buffer for Canadian banks and what it could mean for lending, buybacks, dividends, and the broader economy.

Tickers of Stocks Discussed: EMP.A.TO, TRZ.TO, ATD.TO, RAY.A.TO

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Dan’s Twitter: @stocktrades_ca

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The Gildan Short Report and Lessons From 7 Other Canadian Short Reports

Mon, 22 Jun 2026 09:00:00 +0000

In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest short report targeting Gildan Activewear and the major allegations around channel stuffing, receivables factoring, and whether the company’s recent growth may be less durable than it appears.

They also look back at some of the most notable short reports in Canadian market history, including Shopify, Dollarama, Canadian Tire, Home Capital Group, Exchange Income Corp, FaceDrive, goeasy, and others. Some short sellers were completely wrong, some were early, and a few ended up being surprisingly accurate.

To wrap things up, Simon shares a stock on his radar: Intuitive Surgical. He explains why the company’s robotic surgery platform, recurring revenue model, large installed base, and potential AI advantage make it an interesting name to watch after a pullback.

Tickers discussed: GIL.TO, SHOP.TO, DOL.TO, CTC.A.TO, EIF.TO, GSY.TO, ISRG, FFH.TO, BIP.UN.TO, LSPD.TO

Questrade custom indexing contest:

This information is for educational purposes only. Not intended to be financial advice. Paid partnership with Questrade. Not financial/investment advice. The creator is not a registered adviser. Views and experience shown are the creator's own; results are not representative. Custom Indexing is a self-directed product; Questrade does not recommend securities or assess suitability. Investing involves risk, including loss of principal. FX and other fees may apply. Past performance is not indicative of future results.

No purchase necessary. Open to Canada (age of majority). Skill testing question required. One Prize: 3-night Nimmo Bay (BC) retreat for 2 + 10 annual payouts of $7,000 CAD to winner's non-registered or TFSA account. ARV: $100,000 CAD. Odds depend on entries. Terms apply. See full rules: https://www.questrade.com/disclosure/remix-your-life-contest---terms-and-condition

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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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New Fed Chair, Loonie Slides & Canada’s Population Keeps Falling

Sat, 20 Jun 2026 12:00:00 +0000

This week on Canadian Macro Investor, Simon and Dan break down a packed macro backdrop: global central banks turning more hawkish, Kevin Warsh’s push to rethink how the Fed communicates and uses data, and why markets may be too relaxed about inflation risks.

They also discuss the Canadian dollar, oil prices, the fragile Iran memorandum of understanding, and whether geopolitical risk is being ignored because investors are so focused on the AI trade. From there, they dig into OSFI lowering the Domestic Stability Buffer for Canadian banks, what it could mean for credit creation, and whether Ottawa is quietly trying to stimulate the economy through the banking system.

The episode wraps with Canada’s population decline, falling rents, purpose-built rental supply, and why the housing market could remain under pressure even if construction slows.

Topics discussed: central banks, Fed policy, Bank of Canada, Canadian dollar, oil prices, Iran, AI stocks, OSFI, Canadian banks, housing, rents, population growth.

Watch the full video on Our New Youtube Channel!

Apple Podcast - The Canadian Real Estate Investor

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!

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SpaceX IPO Mania, M&A Heats Up, Dollarama Rises While Dynamite and Adobe Drop

Thu, 18 Jun 2026 09:00:00 +0000

On today’s episode, we cover a packed week across private markets, U.S. dealmaking, and Canadian earnings.

We start with SpaceX and the growing anticipation around a potential IPO. We break down why the valuation, limited public float, and upcoming share unlocks could make this one of the most closely watched public listings whenever it eventually happens.

We also look at a busy start to the week for acquisitions, including Fox’s investment in Roku, Salesforce’s latest deal, and American Express making a move of its own.

Then we turn to earnings, with Dollarama posting a strong rebound quarter, Groupe Dynamite selling off sharply despite impressive growth numbers, and Adobe delivering solid results on the surface while investors focused on what may be ahead.

Plus, a quick preview of Monday’s episode, where we’ll be diving deeper into the recent short report on Gildan.

Tickers discussed: SPACE, FOXA, ROKU, CRM, AXP, DOL.TO, GRGD.TO, ADBE, GIL.TO

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Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

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TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

Mon, 15 Jun 2026 09:00:00 +0000

AI investing is often focused on the obvious names: Nvidia, Microsoft, Google, Meta, and the rest of the hyperscalers. But the AI buildout is creating massive demand across the entire infrastructure stack, from electricity and grid upgrades to cooling, data centers, semiconductors, uranium, industrial automation, and specialized software.

In this episode, we unveil the TCI Podcast Index: Hidden AI Winners, built in partnership with Questrade’s new custom indexing feature. We explain how custom indexing works, why we chose this AI infrastructure theme, and then break down the 21 companies selected for the index.

This episode also looks at why AI demand may benefit companies far beyond the usual tech giants, especially businesses tied to power generation, electrical equipment, liquid cooling, semiconductor manufacturing, data center construction, and nuclear energy.

Tickers of stocks discussed: PWR, GEV, STN, TT, NET, VRT, NEE, GLW, FIX, CCO.TO / CCJ, ASML, ROK, ECL, CLS.TO / CLS, HUBB, QXO, SNPS, GNRC, ETN, CEG

Questrade custom indexing contest:

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Dan’s Twitter: @stocktrades_ca

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Canadian Insider Trading Allegations & the IPO Mania Continues

Thu, 11 Jun 2026 09:00:00 +0000

In this episode, we break down a packed week of macro, market and stock-specific news. We start with the Bank of Canada holding rates at 2.25% as inflation pressures remain sticky, then look at the latest U.S. CPI print and why markets are still worried about inflation staying higher for longer.

We also discuss the insider tipping allegations surrounding TerraVest and why governance risk can matter, even when the underlying business remains strong. From there, we move to the IPO market, including OpenAI reportedly filing confidentially for an IPO, the latest on SpaceX’s expected public listing, and Wealthsimple’s new IPO access feature for retail investors.

Finally, we look at Lululemon’s tough quarter, weak Americas sales, margin pressure, lowered guidance, and whether the company is starting to look more like a turnaround story than a premium compounder.

Tickers of stocks discussed:
TIH.TO, LULU, ATZ.TO, META, GOOGL, AMZN, MSFT, NVDA, SPY, QQQ

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Apple Podcast - The Canadian Real Estate Investor

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!

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Are Canadian REITs Finally Cheap Enough to Buy?

Mon, 08 Jun 2026 09:00:00 +0000

In this episode of The Canadian Investor Podcast, Simon is joined by Daniel Foch to take a deep dive into Canadian REITs and the major forces reshaping the real estate market.

They discuss why residential REITs are facing pressure from falling rents, rising vacancies, and slowing population growth, while retail REITs have been surprisingly resilient thanks to strong occupancy, rent increases, and valuable land redevelopment opportunities. They also cover the office sector, where return-to-office trends are helping at the margin but vacancy rates remain well above pre-pandemic levels, especially outside top-tier buildings.

Simon and Daniel also look at industrial REITs, the impact of overbuilding, the role of higher interest rates, and whether areas like data centres could become an interesting opportunity for Canadian real estate investors. They wrap up with a discussion on office conversions, adaptive reuse, and what investors should watch before jumping into beaten-down REITs.

Tickers discussed: CAR-UN.TO, BEI-UN.TO, IIP-UN.TO, KMP-UN.TO, REI-UN.TO, SRU-UN.TO, CHP-UN.TO, PMZ-UN.TO, AP-UN.TO, D-UN.TO, RPR-UN.TO, GRT-UN.TO, DIR-UN.TO.

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Our Website
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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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Canada’s Economy: Better Than Expected or Worse Than It Looks?

Sat, 06 Jun 2026 12:00:00 +0000

In this episode of The Canadian Investor Podcast, Simon and Daniel Foch break down the increasingly confusing macro backdrop for Canadian investors.

They discuss why Canada’s latest jobs report looked stronger than expected, but may actually make life harder for the Bank of Canada. They also compare today’s economy to the early 1990s recession, including the parallels around population growth, real estate, interest rates, employment trends, and household debt.

Simon and Daniel also dig into bond yields, the risk of higher-for-longer rates, oil-driven inflation, consumer debt stress, rising delinquencies, and why Canadian households may be more vulnerable than the headline data suggests. They wrap up with a discussion on fiscal dominance, government spending, Canada’s trade challenges, and whether nation-building projects and AI infrastructure could provide a brighter long-term path for the economy.

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Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Berkshire Bets on AI and Housing as Canadian Banks Keep Delivering

Thu, 04 Jun 2026 09:00:00 +0000

In this episode, we cover several major stories across AI, tech, Berkshire Hathaway, housing, and Canadian banks. We start with Anthropic reportedly moving closer to a potential IPO and what that could mean for the broader AI IPO race. We also break down the latest SpaceX IPO update, including its massive expected valuation and why investors appear to be valuing the company as much more than just a rocket launch business.

We then look at Alphabet’s major equity raise and what it says about the rising cost of the AI infrastructure race. From there, we discuss Berkshire Hathaway’s planned acquisition of homebuilder Taylor Morrison and why the deal is notable under Greg Abel’s leadership. Finally, we wrap up with Canadian bank earnings, where results were better than feared, dividends were raised, capital markets helped, and credit remains the key risk to watch over the next few quarters.

Tickers of stocks discussed: GOOG, GOOGL, BRK.B, TMHC, LEN, RY.TO, TD.TO, BMO.TO, BNS.TO, CM.TO, NA.TO, TSLA, SPCX

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5 Canadian Stocks to Buy and Forget + Are CPP’s Returns Actually Bad?

Mon, 01 Jun 2026 09:00:00 +0000

In this episode, we break down the latest CPP Investments annual report and why comparing CPP’s returns directly to the S&P 500 or TSX misses the mark. We discuss CPP’s 7.8% fiscal-year return, its heavy exposure to private equity, real assets and credit, and whether the high fees and complexity are justified over the long run.

We also look at five Canadian stocks that could fit a “buy it, lock it away, and don’t touch it for 10 years” mindset. From railways and waste collection to royalty companies, grocers, and energy producers, we discuss which businesses may have the durability, moats, and cash flow profiles to survive and compound through different market environments.

Tickers of Stock discussed: WCN.TO, FNV.TO, WPM.TO, CP.TO, CNR.TO, L.TO, CNQ.TO, ENB.TO, DOL.TO, RY.TO, BNS.TO, BAM.TO, BN.TO, CSU.TO, TRI.TO, META, NVDA, GOOGL, AAPL, MSFT, AMZN, TSM, AVGO, TSLA

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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

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Braden Is Back to Talk AI, Jobs, Power Bottlenecks & Canada’s Future

Sat, 30 May 2026 12:00:00 +0000

In this episode, Simon, Braden, and Daniel break down the AI boom from multiple angles: whether today’s market resembles the dot-com bubble, why demand for compute, electricity, and data keeps accelerating, and where the biggest bottlenecks are starting to appear.

They also discuss how AI could reshape the job market, why companies may eventually need to “right-size” their AI usage, and whether cheaper models could become a major theme in the years ahead. The conversation then shifts to Canada’s economic challenges, including weak GDP growth, poor consumer sentiment, declining incentives for entrepreneurs, and why Canada risks losing more talent and high-growth companies to the U.S.

Tickers of stocks discussed: NVDA, TSM, MU, MSFT, META, GOOGL, AMZN, ORCL, PWR, RBNK, SHOP

Watch the full video on Our New Youtube Channel!

Apple Podcast - The Canadian Real Estate Investor

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!

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SpaceX’s $1.75T IPO & Canadian Banks Keep Rallying

Thu, 28 May 2026 09:00:00 +0000

In this episode, we break down a wide range of market stories, starting with SpaceX’s potential IPO and what its S-1 reveals about the business. We look at the company’s major segments, including Starlink, launch services, and xAI, while discussing the massive valuation being floated and why investors may want to be cautious around the hype.

We also cover Nvidia’s latest blockbuster earnings, the continued strength in AI infrastructure demand, and why the stock’s muted reaction says a lot about how much growth is already priced in. From there, we turn to Walmart, Lowe’s, and Home Depot to see what they are saying about the consumer, higher fuel costs, and the pressure still hitting DIY and housing-related spending.

Finally, we discuss the start of Canadian bank earnings season with Scotiabank, including its improving return on equity, lower provisions, and why Canadian banks continue to show resilience despite concerns around the broader economy.

Tickers of stocks discussed: NVDA, WMT, LOW, HD, BNS.TO

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Are Software Stocks Broken? Plus 3 Stocks on Our Radar

Mon, 25 May 2026 09:00:00 +0000

In this episode, Simon and Dan break down why software stocks continue to struggle despite many companies showing little evidence of major AI disruption so far. They discuss the ongoing valuation reset across SaaS, the shift away from seat-based pricing, and why companies like Salesforce, ServiceNow, Adobe, Constellation Software, and Topicus may need more than solid earnings to regain investor confidence.

They then turn to Bitcoin, looking at why it remains well below its roughly US$125,000 peak. Simon covers the role of ETF outflows, leverage, post-election crypto optimism fading, quantum computing fears, profit-taking, and higher bond yields as potential headwinds.

To wrap up, they highlight stocks on their radar, including Visa and Mastercard as high-quality payment networks facing stablecoin disruption risk, and Waste Connections as a real-economy compounder trading at a more attractive valuation while the market remains focused on AI-related names.

Tickers of stocks discussed: CRM, NOW, ADBE, CSU.TO, TOI.V, V, MA, WCN, WM, RSG, GFL.TO, BTC.

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Canadian Investor Podcast Network Twitter: @cdn_investing
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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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Bond Yields, Inflation Pressures and the Consumer Squeeze

Sat, 23 May 2026 12:00:00 +0000

In this episode, Simon and Daniel break down the sudden surge in bond yields and what it could be signaling about inflation, interest rates, and consumer stress.

They start by looking at the latest Canadian CPI data and why inflation may not be fully reflecting the impact of higher fuel prices yet. Simon highlights key takeaways from Walmart, Lowe’s, and Home Depot earnings, including rising transportation costs, weaker DIY demand, and signs that lower-income consumers are becoming increasingly stretched.

The discussion then shifts to the bond market, including the sharp rise in U.S. 2-year, 10-year, and 30-year yields, changing Fed rate expectations, and why markets may be pricing in more persistent inflation risk. Simon and Daniel also touch on Japanese government bond yields, the yen carry trade, and why a disorderly unwind could matter for global markets.

They wrap up by connecting higher bond yields to the Canadian housing market, mortgage renewals, variable-rate risk, and the growing financial pressure facing homeowners as higher mortgage payments collide with rising food and fuel costs.

Watch the full video on Our New Youtube Channel!

Apple Podcast - The Canadian Real Estate Investor

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Braden’s twitter: @BradoCapital
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Constellation Software, a Hidden Canadian AI Stock, and a Nuclear Energy Play

Thu, 21 May 2026 09:00:00 +0000

In this episode, Simon and Dan cover a wide mix of macro updates, Canadian corporate earnings, and AI-related investment themes.

They start by discussing the latest Canadian inflation data, where headline CPI surprisingly slowed despite a volatile energy environment. The hosts also weigh the broader macroeconomic impact of surging bond yields—highlighting the climb in both U.S. and Canadian yields—and explain how these moves directly pressure household disposable income via upcoming fixed-rate mortgage renewals.

The conversation then shifts to corporate earnings, starting with Constellation Software's strong quarter, record M&A spending, and whether AI poses a structural threat to the software sector. They also touch on Atkins Réalis (formerly SNC-Lavalin), reviewing its massive nuclear opportunities, unique Candu technology moat, and a new partnership with Nvidia to develop nuclear-powered AI factories.

They wrap up by analyzing Canadian Tire's sluggish retail top-line growth, exploring a large sequential decline in Sport Chek store locations and elevated credit card delinquencies that signal a stretched consumer. Finally, the hosts highlight key industrial earnings from Applied Materials and Finning International, which are both capitalizing on the massive infrastructure and data center build-outs fueling the global AI boom.

Tickers of stocks discussed: CSU.TO, ATRL.TO, WSP.TO, CTC-A.TO, DOL, AMAT, ASML, FTT, TIH

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Two Surprising Canadian Stocks and What Canada’s New Fund Could Buy

Mon, 18 May 2026 09:00:00 +0000

In this episode, Simon and Dan answer listener questions covering Canada’s new sovereign wealth fund, speculative space ETFs, real economy stocks, and how younger investors can get started.

They start by discussing where the new Canada Strong Fund could potentially invest, including critical minerals, uranium, energy infrastructure, pipelines, and companies tied to national sovereignty. They also look at why a West-to-East pipeline could become a much bigger political and economic issue as Canada thinks more seriously about energy security.

The conversation then shifts to the new Canadian-listed space ETF, the risks of niche thematic funds, and why space investing remains a high-risk, high-reward area. Simon and Dan also compare the recent strength in technology and semiconductor stocks with more traditional “real economy” companies like railways, waste collection, infrastructure, and industrial businesses.

They wrap up by discussing some of the most surprising Canadian stock performers of 2026, including Aritzia and Bombardier, before answering a listener question on how young Canadians can start investing using accounts like the FHSA and TFSA, as well as broad-based ETF options.

Tickers of stocks discussed: CCO, NMG, TECK, MDA, SOBO, ENB, TRP, ORBX, RKLB, PL, ASTS, TOY, CLS, CP, WCN, QQQ, SPY, DIA, RSP, L, BDGI, BRK.B, ATZ, LULU, NKE, BBD.B, ZEQT, XEQT, VEQT, FGRO, FEQT, XIU

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Alberta’s New Pipeline Deal, Inflation Returns & Chip Stocks Go Parabolic

Sat, 16 May 2026 12:00:00 +0000

In this episode, Simon and Daniel break down the growing macro risks facing Canada and the U.S., starting with the recent oil shock and what it could mean for inflation, consumer spending, and central bank policy. They discuss why Canada’s energy infrastructure is back in focus, including potential federal support for a new Alberta-to-West Coast pipeline, the bigger debate around a West-to-East pipeline, and why energy security could become a much larger political and economic issue.

They also look at the latest U.S. CPI and PPI data, the relationship between producer prices and future inflation, and how central banks may respond if higher energy prices start flowing through the economy. The conversation then shifts to the sharp rally in semiconductor stocks, massive AI-related capex from the mega-cap tech companies, and whether markets are starting to show signs of excess.

The episode wraps up with a discussion on privatizing Canadian infrastructure assets like airports and ports, rising U.S. Treasury yields, Canadian consumer debt, and why the current economy feels increasingly K-shaped.

Tickers of stocks discussed: NVDA, TSM, INTC, SMH, GOOGL, META, MSFT, AMZN, ORCL

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Franco-Nevada, TMX and Loblaws: Canada’s Quiet Compounders Deliver

Thu, 14 May 2026 09:00:00 +0000

In this episode of The Canadian Investor Podcast, we start with the latest U.S. inflation data and why higher energy prices could complicate the rate-cut narrative for markets. We also revisit GameStop’s rejected proposal for eBay and break down why Ryan Cohen’s compensation structure may help explain the push for a bold acquisition.

We then look at a strong quarter from TMX Group, including the rebound in Canadian capital markets activity and its planned acquisitions of Cboe Canada and Cboe Australia. We also discuss Thomson Reuters, where the company continues to post solid organic growth while investors debate whether AI will be a long-term tailwind or disruption risk.

We finish the episode with updates on Franco-Nevada’s record quarter, Loblaws’ continued strength in Canadian grocery, Exchange Income Corporation’s momentum in aviation and aerospace, and a brief look at GoEasy’s latest results following its recent credit issues.

Tickers of stocks discussed: GME, EBAY, X, TRI.TO, FNV.TO, L.TO, EQB.TO, EIF, GSY.TO

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Berkshire’s $400B Cash Pile + How to Buy Private AI Companies

Mon, 11 May 2026 09:00:00 +0000

In this episode of The Canadian Investor Podcast, Simon and Dan break down Greg Abel’s first Berkshire Hathaway annual meeting as CEO and what it says about the future of the company after Warren Buffett.

They discuss Berkshire’s nearly $400 billion cash pile, whether it is a sign of excessive caution or disciplined capital allocation, and why patience can look like a mistake when markets keep moving higher. They also look at Berkshire’s insurance business, BNSF Railway, energy exposure, AI-related power demand, stock buybacks, and why the conglomerate structure still matters.

In the second half of the episode, Simon and Dan shift to private markets and the growing interest in companies like OpenAI, Anthropic, Stripe, Perplexity, and other pre-IPO businesses. They explain how platforms like EquityZen and Forge Global work, the risks of buying private company shares, and why access alone does not necessarily mean a good investment opportunity.

They also discuss accredited investor rules in Canada and the U.S., whether those rules actually protect investors, and why wealth is a poor substitute for financial sophistication.

Tickers of stocks discussed: BRK.B, AAPL, MSFT, NVDA, GOOG, UNH, IFC.TO, AP.UN.TO

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Carney’s Big Pivot: Jobs, Energy, Housing & Major Projects

Sat, 09 May 2026 12:00:00 +0000

In this episode, Simon and Daniel Foch break down the latest Canadian employment numbers, including rising unemployment, pressure on youth employment, and the growing divide between full-time and part-time work.

They also discuss what Canada’s spring economic update could mean for housing, infrastructure, critical minerals, energy, and the federal government’s push to speed up major project approvals. Simon and Daniel look at whether Canada could be better positioned than many investors think in a world of geopolitical uncertainty, energy shocks, and shifting global supply chains.

They also touch on the Bank of Canada’s latest monetary policy outlook, the impact of higher oil prices, why railways could benefit from elevated fuel costs, and what Berkshire Hathaway’s massive cash position says about patience, liquidity, and investing in uncertain markets.

Tickers of stocks discussed: BRK.B, SHEL, ARX, CNR, CP, TSLA, NVDA

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GameStop’s Wild eBay Bid, Shopify’s AI Question, and Google’s Monster Quarter

Thu, 07 May 2026 09:00:00 +0000

In this episode, we break down one of the strangest acquisition stories in recent memory: GameStop’s proposed bid for eBay and the unanswered questions around how the deal would actually be financed.

We also look at Shopify’s earnings, where the headline numbers looked strong but the stock sold off sharply as investors focused on guidance, valuation, and whether AI will be a tailwind or a threat. From there, we discuss Alphabet’s monster quarter, including explosive growth in Google Cloud, soaring backlog, and why the company’s AI infrastructure spending is starting to show up in the numbers.

We then turn to Canadian markets with updates on Suncor, Canadian Pacific Kansas City, and Toromont. Suncor is benefiting from higher oil prices and record production, CPKC is showing operating improvements despite a softer macro backdrop, and Toromont delivered a standout quarter helped by unexpected AI-related demand through its AVL acquisition.

Tickers of stocks discussed: GME, EBAY, SHOP, GOOG, GOOGL, SU.TO, CP.TO, CNR.TO, TIH.TO

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10 Costly Mistakes Canadian Investors Make

Mon, 04 May 2026 09:00:00 +0000

In this episode, Simon and Dan break down 10 common mistakes Canadian investors make, from treating the TFSA like a basic savings account to overconcentrating in Canadian stocks and real estate. They discuss why home-country bias can quietly increase portfolio risk, when CDRs and Canadian-listed U.S. ETFs may or may not make sense, and how withholding taxes, currency conversion, and account type can affect returns.

They also dig into the psychology of chasing yield, the danger of focusing too much on dividends instead of total returns, and why high-fee funds should be judged on performance net of fees rather than fees alone. The episode wraps with a look at analyst price targets, investor pitch decks, and why relying too heavily on management presentations can lead investors to miss major red flags.

Tickers of Stocks Discussed: V, RY, AAPL, GOOGL, AMZN, SHOP, CLS, CSU, FTS, VFV, VOO, BCE, MSTR, MSTY, ZLB, XIC, GSY, LSPD, WEED, CM.

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Real Estate M&A, Sticky Inflation, and Canada’s $25B Gamble

Sat, 02 May 2026 12:00:00 +0000

In this episode, Simon Belanger joins Daniel Foch for a live macro discussion covering some of the biggest stories in Canada and the U.S. They start with Real Brokerage’s proposed acquisition of RE/MAX, breaking down the deal structure, why RE/MAX shares are trading below the headline offer price, and what the market may be signalling about dilution and the real estate industry.

They also discuss Canada’s new Canada Strong Fund, whether it really qualifies as a sovereign wealth fund, and the risks of governments trying to balance commercial returns with politically strategic investments. The conversation touches on government-backed investments in strategic industries, comparisons with U.S. policy under Trump, and the challenge of measuring success when national interest and market returns may eventually conflict.

The episode wraps up with a look at the latest Bank of Canada and Federal Reserve decisions, the risk of sticky inflation from higher energy prices, the possibility of stagflation, and why both central banks may be stuck in wait-and-see mode until the data gives them a clearer path forward.

Tickers of Stocks Discussed: RMAX, REAX, INTC, MP, LAC, TMQ, X, BAM, SPY, XIU

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Canada's New Sovereign Wealth Fund and Intel’s Stunning AI Quarter

Thu, 30 Apr 2026 09:00:00 +0000

In this week’s news and earnings episode, Simon and Dan break down the Bank of Canada’s latest rate decision and what it signals for inflation, oil prices, and the Canadian economy. They also dive into the newly announced Canada Strong Fund, Canada’s proposed sovereign wealth fund, and discuss whether it’s smart policy or political branding.

The guys also cover Shell’s blockbuster acquisition of ARC Resources, what it means for Canada’s natural gas sector, and why global capital may be starting to view Canada more favorably again. On the earnings side, they discuss Celestica’s AI-fueled growth, Intel’s surprising turnaround, and why demand for CPUs is rising again in the age of AI inference.

Finally, they touch on TD’s sudden reversal on Canadian telecom ratings and what it says about sell-side analyst targets.

Tickers of Stocks Discussed: CLS, INTC, SHEL, ARX, BCE, T, RCI.B, TU

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7 Stocks We Sold Too Early… And Still Regret

Mon, 27 Apr 2026 09:00:00 +0000

In this episode of The Canadian Investor Podcast, we share some of our biggest investing mistakes: stocks we owned, sold too early, and watched soar afterward. From Apple Inc. to Alphabet Inc., Shopify Inc., Brookfield Corporation and more, we break down why we sold, what we learned, and how those experiences shaped our investing philosophy today.

We also discuss the emotional side of investing, why patience matters, and how short-term thinking can destroy long-term returns. Plus, we react to Lululemon Athletica Inc. hiring a former Nike, Inc. executive as CEO and whether the selloff could create an opportunity for investors.

If you’ve ever sold a stock too soon, this episode is for you.

Tickers of stocks discussed: AAPL, GOOGL, SHOP, BN, BIP, BEP, FFH, PWR, LULU, NKE, ATZ, AAPL, OVV

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Apple’s New CEO + The Company Challenging Home Depot

Thu, 23 Apr 2026 09:00:00 +0000

In this news and earnings episode of The Canadian Investor Podcast, we break down Canada’s latest CPI report as inflation reaccelerates, with rising gasoline, food, rent, and insurance costs putting pressure on households. We also discuss what higher energy prices could mean for businesses and the broader economy.

We then cover Apple’s major leadership transition as Tim Cook steps down as CEO after delivering massive shareholder returns, and discuss what’s next for Apple’s product pipeline and AI strategy under new leadership.

Next, we analyze Adobe’s massive $25 billion buyback announcement. Is management signaling the stock is deeply undervalued, or trying to put a floor under shares as AI disruption fears intensify?

Finally, we discuss QXO’s $17 billion acquisition of TopBuild and why traditional industrial businesses may be attractive in the AI era, plus TSMC’s incredible growth as demand for chips and AI infrastructure keeps surging.

Tickers of stocks discussed: AAPL, ADBE, QXO, TSM, UNH, HD

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Do Canadians Really Need $1.7 Million to Retire? + The Gamification of Investing

Mon, 20 Apr 2026 09:00:00 +0000

In this episode of The Canadian Investor Podcast, we break down the latest data on Canadian household wealth and what it reveals about the growing divide between those benefiting from rising asset prices and those falling behind. We discuss household debt levels, savings rates, real estate stagnation, and why many Canadians may be feeling more financial pressure than headline numbers suggest.

We also dive into BMO’s annual retirement survey, where Canadians now believe they need $1.7 million to retire. We unpack why these figures can be misleading, how retirement needs vary dramatically across provinces, and the key factors that actually determine how much you’ll need to stop working.

Finally, we discuss Wealthsimple’s new partnership with X (formerly Twitter), allowing users to trade stocks directly through the platform. We explore what this means for retail investors, the gamification of investing, and whether making stock trading easier is ultimately helping—or hurting—long-term investors.

Tickers of stocks discussed: RY, NA, TSLA

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Why BRP Stock Just Crashed & GFL Makes a Huge Acquisition

Thu, 16 Apr 2026 09:00:00 +0000

In this episode of The Canadian Investor Podcast, we break down hotter-than-expected U.S. inflation data and why rising energy prices are becoming a growing concern for markets. We also discuss why BRP Inc. stock is down more than 35% and whether the selloff is justified.

We also cover strong earnings from BlackRock and ASML Holding, GFL Environmental’s acquisition of Secure Waste, and the sharp drop in Chemtrade Logistics Income Fund after a major setback in Vancouver.

Tickers of stocks discussed: DOO.TO, BLK, ASML, GFL.TO, SES, CHE.UN

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What the Oil Shock Means for Stocks, Gold & Rates with Bipan Rai

Wed, 15 Apr 2026 09:00:00 +0000

In this episode of The Canadian Investor Podcast, we welcome back Bipan Rai from BMO ETFs to break down one of the biggest macro stories of the year: the oil shock triggered by the Iran conflict and what it could mean for inflation, central banks, and investors.

We discuss why this environment may look very different from 2022, whether the Bank of Canada and Federal Reserve are likely to stay on hold, and why markets may be underestimating downside risks to economic growth. We also cover why gold has struggled despite geopolitical turmoil, rising bond yields, and the surge in the US dollar.

Finally, we dive into private credit stress, whether contagion risks are overblown, and where Bipin sees opportunities today—including commodities, diversification, and equal-weight strategies.

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The Largest IPOs in History and Young Canadians Are Stressed About Money

Mon, 13 Apr 2026 09:00:00 +0000

In this episode of The Canadian Investor Podcast, Simon and Dan discuss some of the largest IPOs in history and whether 2026 could become a record-breaking year for new listings. They break down Saudi Aramco, Alibaba, Facebook, Uber, and Rivian, before looking ahead to potential mega-IPOs from SpaceX, OpenAI, and Anthropic. They also explore whether investor demand can keep up with these massive valuations.

The discussion then shifts to the Financial Planning Canada Financial Stress Index, highlighting how Canadians are feeling about money, rising living costs, retirement savings, debt, and the growing financial divide between younger and older generations.

Finally, they examine a new TD report that downgraded Canada’s telecom sector. Simon and Dan discuss declining ARPU, increased competition from Freedom Mobile, dividend risks, and whether companies like BCE, Telus, and Rogers can adapt to a changing market.

Tickers of stocks discussed:
BCE, T, RCI.B, META, UBER, RIVN

EY 2025 IPO Summary

EY Q1 2026 IPO Summary

FP Canada Financial Stress Index

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Canadian Investors Now Have Over 1,500 ETFs to Choose From

Thu, 09 Apr 2026 09:00:00 +0000

In this episode, we break down the market’s reaction to the announced ceasefire between the U.S. and Iran and what it means for investors. With oil prices pulling back sharply and equities rallying, we discuss why this remains a highly headline-driven market—and why having a clear portfolio strategy matters more than ever.

We then shift to earnings, starting with a strong turnaround quarter from BRP, where inventory normalization and improved margins are driving a sharp recovery. We also revisit Boyd Group, a long-term compounder facing short-term pressure from insurance trends and used vehicle dynamics.

Finally, we dive into the latest Canadian ETF flows to understand where investors are allocating capital today, including the rise in Canadian equities, the decline in crypto exposure, and the continued growth of more complex ETF products.

Tickers discussed:
DOO.TO (BRP), BYD.TO (Boyd Group), VFV, XIC

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3 Stocks We're Watching for 2026 (Big Opportunities Ahead)

Mon, 06 Apr 2026 09:00:00 +0000

In this quarterly “stocks on our radar” episode, we’re joined by Braden Dennis as each of us brings one investment idea to the table. Before diving into the stocks, we discuss major breaking news in AI and private markets, including reports of a potential SpaceX IPO and OpenAI’s massive new funding round at an eye-popping valuation.

We then shift to our featured companies. Braden introduces QXO, a roll-up led by serial entrepreneur Brad Jacobs targeting the fragmented building products industry. Simon looks at Siemens Energy, a global player benefiting from rising demand for power infrastructure, while navigating challenges in its wind segment. Dan rounds things out with Dollarama, exploring whether recent weakness is a temporary blip or a longer-term shift in consumer behavior.

We also discuss broader themes including AI commoditization, capital allocation, energy demand, and how changing consumer habits could permanently impact retail.

Tickers of stocks discussed: QXO, Siemens Energy (SMERY / ENR), Dollarama (DOL.TO)

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Nike Crashes, Air Canada CEO Exit & GoEasy Finally Reports Earnings

Thu, 02 Apr 2026 09:00:00 +0000

In this episode, we break down a volatile week in the markets as the Nasdaq briefly entered correction territory before rebounding sharply, highlighting just how headline-driven markets have become amid geopolitical uncertainty.

We discuss the growing divergence beneath the surface of major indices, with equal-weighted strategies outperforming as mega-cap tech names experience significant drawdowns. We also revisit the AI investment debate and how rising energy costs could impact the long-term economics of data center buildouts.

On the earnings side, we dive into Nike’s disappointing results, including margin compression, declining sales in key regions like China, and a challenging turnaround strategy as the company pivots back toward wholesale.

We also examine Air Canada’s leadership change, with CEO Michael Rousseau announcing his retirement amid rising fuel costs and what looks to be a difficult operating environment for airlines going forward.

Finally, we close with a deep dive into GoEasy’s latest earnings release. While much of the damage was pre-announced, major concerns remain around LendCare, surging charge-offs, restated financials, and what this means for the company’s future. We break down what’s changed, what hasn’t, and whether this situation could worsen from here.

Tickers of stocks discussed:
Nike (NKE), Air Canada (AC.TO), GoEasy (GSY.TO), Shopify (SHOP.TO), Thomson Reuters (TRI.TO), Apple (AAPL), Microsoft (MSFT), Meta (META), Alphabet (GOOGL)

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12 ETFs to Consider as Market Volatility Surges

Mon, 30 Mar 2026 09:00:00 +0000

Markets remain highly volatile as the Iran conflict drives one of the largest oil supply disruptions in decades. We break down what’s happening in energy markets, why this shock could last longer than expected, and how it may impact global growth, inflation, and investor portfolios.

We then shift to actionable ideas, discussing ETFs and sectors that could help navigate this environment, including energy, utilities, consumer staples, and defense. We also explain why Canadian oil producers like Canadian Natural Resources, Suncor, and Cenovus may be particularly well positioned given the current backdrop.

Finally, we debate Wealthsimple’s new prediction markets feature and whether it crosses the line from investing into gambling. Is this just the evolution of retail investing—or a step too far?

Tickers discussed:
CNQ.TO, SU.TO, CVE.TO, IMO.TO, ZEO.TO, XEG.TO, VDE, XLE, ZUT.TO, XUT.TO, VPU, XST.TO, STPL.TO, ZXLP.TO, XAD.TO, SHLD.TO

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Dollarama & Lululemon Struggle as Market Volatility Continues

Thu, 26 Mar 2026 09:00:00 +0000

Markets remain highly volatile as tensions in the Middle East continue to drive sharp swings across equities, bonds, and commodities. We break down how rising oil prices and inflation expectations are impacting different sectors, why the S&P 500 and Nasdaq are down year-to-date, and how diversification is helping investors navigate the current environment.

We then turn to private credit, where issues continue to surface. A KKR fund gets downgraded to junk, more funds are limiting redemptions, and Blackstone’s BCRED reports a rare monthly loss. We discuss why these assets can appear stable on the surface and the risks tied to how they’re valued.

On the earnings side, Dollarama reports solid results but sells off on weaker guidance and high expectations. Lululemon continues to struggle in North America despite strong international growth, while trying to fix product and execution issues. We wrap with Oracle, which is aggressively investing in AI infrastructure, raising questions around heavy spending, debt, and potential dilution.

Tickers discussed:

KKR, BX, DOL.TO, LULU, ORCL

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Will Canadian Bank Earnings Take a Hit as the Economy Slows?

Mon, 23 Mar 2026 09:00:00 +0000

In this episode, we break down what goeasy’s collapse could signal for the broader Canadian economy and banking sector.

We revisit past Canadian bank failures, connect them to today’s rising job losses and economic weakness, and explain why subprime lenders tend to crack first in a downturn.

We also discuss whether Canadian banks could face headwinds after a strong run, and compare Goeasy to Propel to assess risks across alternative lenders.

Tickers: GSY.TO, PRL.TO, RY.TO, NA.TO, CM.TO

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The BoC Is Stuck and These Companies Are Feeling It

Thu, 19 Mar 2026 09:00:00 +0000

The Bank of Canada kept rates unchanged, but the bigger story may be just how stuck policymakers are becoming. We discuss weakening growth, stubborn pockets of inflation, higher energy prices, and what the latest CPI data says about the Canadian economy.

We also break down Alimentation Couche-Tard’s latest earnings and why the market was underwhelmed despite decent headline growth. Same-store sales, consumer pressure, and slowing organic momentum remain key issues.

We then turn to Adobe and The Trade Desk, looking at Adobe’s AI strategy and leadership transition, and why new concerns around Trade Desk are putting added pressure on investor confidence.

Tickers discussed: ATD, ADBE, TTD

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Constellation Software’s AI Outlook and More Trouble in Private Credit

Mon, 16 Mar 2026 09:00:00 +0000

In this episode of The Canadian Investor Podcast, we break down Constellation Software’s latest earnings and conference call, including what management had to say about AI, software pricing, acquisition strategy, and why the company may be looking more closely at public market opportunities.

We then shift to the growing stress in private credit. We discuss new data showing record default rates in 2025, redemption pressure hitting major private credit funds, and what recent moves by BlackRock and Blackstone may be signaling for the broader market. We also talk about the incentives behind private credit funds, liquidity risks, and why many investors may not fully understand what they own.

Finally, we wrap up with Canadian Natural Resources’ latest results, highlighting strong production growth, free cash flow, dividend growth, and why elevated oil prices continue to support the Canadian energy sector.

Tickers mentioned: CSU.TO, SABR, BLK, BX, CNQ.TO

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Unpacking Why Subprime Lender Goeasy Stock Crashed 60%

Thu, 12 Mar 2026 09:00:00 +0000

In this episode of The Canadian Investor Podcast, we break down the stunning collapse in Goeasy after the company shocked investors with a major financial update ahead of earnings. What was expected to be a gradual deterioration turned into a full-blown blow-up, with sharply higher charge-offs, a suspended dividend and buyback program, withdrawn guidance, potential restatements of past financials, and debt covenant issues that could become existential for the business.

We walk through the key details from the release, why the market reacted so violently, and why the company’s comments around LendCare, delinquent loans, and prior reporting practices raise even more questions. We also revisit the red flags we had been discussing for months, including ballooning interest receivables, aggressive loan book growth, and the growing disconnect between goeasy’s reported performance and the broader credit environment.

To finish on a more positive note, we also discuss strong results from Franco-Nevada and what higher gold prices could mean for the royalty giant going forward.

Tickers discussed: GSY.TO, FNV.TO

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8 Stocks That Could Benefit From Increased Global Uncertainty

Mon, 09 Mar 2026 09:00:00 +0000

In this episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent kick things off with a surprising ripple effect from the AI boom: a full-blown RAM/memory shortage that’s sending PC upgrade costs through the roof. They break down why high-bandwidth memory (HBM) is crowding out “normal” consumer RAM production, how Micron, Samsung, and SK Hynix are prioritizing the most profitable AI-driven demand, and what that could mean for pricing, upgrade cycles, and the broader tech supply chain.

From there, they shift into a pragmatic, investor-focused look at positioning during geopolitical uncertainty—without cheerleading conflict. Dan outlines key areas investors often look at in these environments: defense contractors (and why buying after the headlines can be “buying the umbrella in the rain”), Canadian energy as a cleaner way to express higher oil prices with less Middle East exposure, the growing (and expensive) opportunity set in cybersecurity, and gold as both a safe haven and an inflation hedge. They also touch on different ways to gain exposure—individual names vs. ETFs—and wrap up with updates on the podcast’s YouTube live plans and what’s coming next.

Tickers of Stocks discussed: LMT, NOC, GD, RTX, MU, AEM, FNV, WPM, ZJG.TO

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Canadian Banks Deliver Big Earnings as Uncertainty Rattles Markets

Thu, 05 Mar 2026 10:00:00 +0000

In our very first YouTube Live (also released on the podcast feed), we pivot from a planned “all-banks” episode after major U.S. and Israeli strikes on Iran pushed markets into risk-off mode. We break down the key market transmission mechanism—energy—through the Strait of Hormuz, rising shipping risk, and why yields can rise during conflict when inflation expectations jump.

From there, we shift into what Canadian investors actually own: the banks. We recap earnings and credit trends across Royal Bank (RBC), TD, National Bank (NA), and CIBC, including loan/deposit momentum, net interest margin commentary, and what provisions/allowances are signaling. We also discuss the “do nothing” historical playbook for geopolitical shocks—plus why oil-driven conflicts can be the exception—and wrap with how we’re thinking about positioning (cash, Canadian energy exposure, and watching for opportunities if volatility expands).

Tickers mentioned: RY.TO, TD.TO, NA.TO, CM.TO, LMT, RTX, NOC.

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The AI Boom That Could Crash Markets and the Economy: Fact or Fiction?

Mon, 02 Mar 2026 10:00:00 +0000

In this news-style episode, Simon and Dan break down Citrini Research’s The 2028 Global Intelligence Crisis—a “note from the future” dated June 30, 2028 that frames the most bullish AI adoption path as a surprisingly bearish outcome for the real economy. They walk through the core feedback loop: companies deploy AI to boost productivity and margins, layoffs rise (especially in white-collar roles), consumer spending weakens, and the cycle reinforces itself—creating what the piece calls “ghost GDP,” where productivity climbs but wages and demand don’t keep up.

From there, the duo digs into the sectors Citrini argues get hit first and hardest: SaaS (seat contraction + customers using AI as renewal leverage), the intermediation layer (agents shopping travel, subscriptions, insurance, delivery, and more), and even payment rails as AI agents chase lower-cost settlement via stablecoins. They also connect the dots to private credit and insurance flywheels—where mark-to-model portfolios can look stable until forced selling and capital needs expose stress—and what rising unemployment could mean for housing in once “prime” white-collar markets.

Tickers discussed: V, MA, AXP, DFS, PYPL, AMZN, WMT, EXPE, UBER, DASH, SHOP, GOOGL, PLTR, TRI, OWL, APO, BN, KKR, CRM, ADBE, AIG

Citrini research report

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Private Credit Cracks, Canadian Tire’s Turnaround & GoEasy Delays Earnings

Thu, 26 Feb 2026 10:00:00 +0000

Simon and Dan kick off with a quick update on the Canadian Investor Podcast’s first YouTube Live (March 3rd at noon ET).

Then it’s straight into the GoEasy saga: Q4 earnings get pushed right up near the regulatory deadline, adding to a growing list of red flags around leadership turnover and loan-book quality. Simon and Dan explain why, like poker, you can’t cherry-pick the information you like.

Next, Canadian Tire shows momentum: improving comps, margin expansion, and buybacks doing the heavy lifting—plus a look at rising credit-card write-offs and how the company is using AI to sharpen promos and inventory.

They also dig into Blue Owl as private credit stress goes mainstream—redemptions, asset sales, and “par value” optics in a mark-to-model world. Finally, Home Depot remains stuck in a slow renovation cycle, leaning harder into the pro/distribution channel through acquisitions as higher rates weigh on demand.

Tickers discussed: GSY, CTC.A, OWL, BAM, BN, HD, BRK.B

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4 Industries AI Can’t Replace and Stocks on Our Radar

Mon, 23 Feb 2026 10:00:00 +0000

Simon and Dan take a break from the usual AI doom talk to focus on the other side of the trade: industries AI is unlikely to disrupt—and may actually strengthen. They discuss why parts of the “real economy” (natural resources, waste collection, skilled trades, and critical infrastructure work) have durable moats tied to physical assets, regulation, and human accountability.

In Stocks on Our Radar, Dan revisits Shopify after a sharp drawdown and explains why AI could be a tailwind through payments and backend infrastructure, even if storefront tools get commoditized. Simon breaks down why he started a position in WSP Global, pointing to its backlog, acquisition strategy, and long runway from grid buildouts and electrification tied to AI-driven energy demand.

Tickers discussed: SHOP, WSP.TO, ACM, PWR, BDGI.TO, ARE.TO

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What Recent Earnings Reveal About These 4 Canadian Stocks

Fri, 20 Feb 2026 20:00:00 +0000

Simon and Dan are back with another earnings-driven episode — this time focused entirely on Canadian companies.

They dig into a fresh batch of results across insurance, commodities, transportation, and airlines, discussing what’s actually driving performance beneath the headlines, why some stocks are pulling back despite strong fundamentals, and how different business models are holding up in a slowing economy.

The conversation touches on operating leverage, cash flow trends, balance sheet strength, cyclical pressures, and how today’s environment is reshaping investor sentiment — including where AI could become a tailwind versus a real threat. They also explore why more “real-world” businesses may be starting to look attractive again after years of being overlooked.

Expect a mix of earnings analysis, macro context, capital allocation discussion, and a few candid rants along the way.

Tickers discussed: IFC.TO, AEM.TO, TFII.TO, AC.TO

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Can TELUS’ New CEO Save Investors From a Dividend Cut?

Thu, 19 Feb 2026 10:00:00 +0000

In this news and earnings episode, Simon and Dan break down Canada’s January CPI print and why food inflation still feels painfully high despite softer headline numbers. They dig into TELUS’ rough quarter, the surprise CEO change, and what it means for leverage, dividends, and long-term turnaround prospects.

The guys also cover Shopify’s strong Q4 results and growing AI integration—discussing whether AI is a real threat or a long-term tailwind for the platform—before wrapping up with Robinhood’s explosive growth in options and crypto trading, and why the business increasingly looks more like a casino than a traditional brokerage.

Along the way, they touch on grocery inflation, telecom price wars, valuation risks in high-multiple stocks, and what today’s speculative behavior could mean for markets going forward.

Tickers discussed: T.TO, SHOP, HOOD, DOL.TO, L.TO

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Braden Returns to Talk CSU and Whether the Market Is Wrong on Software Stocks

Mon, 16 Feb 2026 10:00:00 +0000

Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncertainty is crushing software multiples, how coding agents could reduce seat counts, and where value capture might shift next (subscriptions vs. usage-based and hybrid pricing). They also separate the real risks (in-house tools at large enterprises, margin pressure from AI features) from the overhyped ones (easy competition without distribution). The episode wraps with a candid check-in on Constellation Software’s selloff and what they’re watching going forward.

Tickers of stocks discussed: CSU.TO, ADSK, MSFT, CRM, ACN, DSG, LSPD.TO, SHOP.TO, MNDY

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AI Spending Accelerates While Office Real Estate Crumbles

Thu, 12 Feb 2026 10:00:00 +0000

In this jam-packed news and earnings episode, Simon and Dan dig into the hyperscaler AI spending arms race—and what it could mean for shareholders. They break down Alphabet’s blowout quarter (surging Cloud growth, stronger engagement from AI-powered search, and a push to “own the transaction layer” online), but also debate the market’s unease as buybacks take a back seat to massive capex plans.

They then unpack why S&P Global got punished despite only a slight miss, and discuss which parts of the business could be most exposed to AI-driven disruption (while also noting the durability of the ratings moat). Next, they touch on Allied Properties REIT after a brutal drop tied to equity issuance and weakening leasing trends.

The episode wraps with Amazon’s strong AWS momentum and accelerating infrastructure buildout, a candid look at Lightspeed’s worrying sequential slowdown and its growing merchant cash-advance/lending exposure, and Spotify’s margin and free-cash-flow surge—plus the competitive threat from YouTube Premium as pricing converges.

Tickers of Stocks Discussed: GOOG, AMZN, SPGI, AP-UN.TO, LSPD.TO, SPOT

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Palantir Keeps Rolling And the Case for Global Stocks

Mon, 09 Feb 2026 10:00:00 +0000

In this mixed earnings and macro episode, Simon and Dan break down Palantir’s explosive growth (and wild stock reaction), Microsoft’s cloud slowdown fears amid massive AI capex, and Starbucks’ underwhelming turnaround outlook. They also dig into what today’s volatility says about tech valuations, why hyperscalers are under pressure to prove returns on AI spending, and whether investors should start looking beyond U.S. equities altogether. Simon wraps up with a framework for international diversification, including emerging markets and ex-U.S. ETFs, and shares how he’s thinking about portfolio positioning going forward.

Tickers of stocks discussed: PLTR, MSFT, SBUX, ARCC, ZEM.TO, VEE, IXUS, VEU, XAW.TO

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Paypal Impodes, Iphone Sales Soar & What the Next Fed Chair Means for Your Portfolio

Fri, 06 Feb 2026 21:00:00 +0000

In this bonus episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent break down the market turbulence driving major moves in gold and silver, and discuss why the Fed is “trapped” regardless of who replaces Jerome Powell—using the Kevin Warsh chatter as a jumping-off point for fiscal dominance, bond demand, and what it all means for risk assets. They also run through earnings and capital allocation decisions from Canada’s rail giants, dig into PayPal’s latest stumble, and close with a surprisingly strong quarter from Apple.

Tickers of stocks discussed: CP.TO, CNR.TO, PYPL, AAPL

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AI Just Crashed SaaS Stocks — Can They Recover or Is This Permanent?

Thu, 05 Feb 2026 10:00:00 +0000

Markets have been chaotic over the past few sessions, so we pivot to a mostly-news episode to unpack what’s really driving the volatility.

We start with “SaaSmageddon” — the sharp selloff across software stocks following rapid advances in AI, including Claude’s new capabilities. We discuss why investors are suddenly questioning data-driven moats, seat-based subscription models, and whether traditional SaaS businesses can defend their margins in a world where AI agents can replace large portions of knowledge work.

From there, we connect the dots to private credit and private equity. With software making up a major portion of many private portfolios, we explore the growing risks around payment-in-kind lending, potential default cycles, and why business development companies (BDCs) could be the next pressure point if AI disruption accelerates.

We also cover the historic gold and silver flush — a classic leveraged shakeout driven by forced liquidations, stop-loss cascades, and thin liquidity — and why ETF volumes exploded during the move. Finally, we touch on broader market weakness, AMD’s earnings reaction, and how Bitcoin continues to trade like a high-beta risk asset.

Tickers of Stocks Discussed: TRI.TO, ADBE, CRM, SHOP.TO, SPGI, MCO, ARCC, OWL, OBDC, BXSL, MAIN, FSK, SLV, GLD, SPY, AMD

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6 Underrated Metrics Every Stock Investor Should Use

Mon, 02 Feb 2026 10:00:00 +0000

In this episode, Simon and Dan break down key investing metrics the financial media barely talks about—including free cash flow per share, free cash flow payout ratio, net interest margin, stock-based compensation, and leverage/interest coverage—and why these can matter more than the usual headline numbers.

Then in Stocks on Our Radar (presented by EQ Bank), Simon covers Pure Storage—an under-the-radar AI infrastructure name with a surprising subscription-heavy model and potential S&P 500 tailwinds.

Tickers of Stocks Discussed: PSTG, BCE, AQN, GOOGL, ADBE

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Silver Goes Parabolic, ASML Confirms the AI Boom, and UnitedHealth Gets Crushed

Thu, 29 Jan 2026 10:00:00 +0000

In this jam-packed news & earnings episode, Simon and Dan break down the Bank of Canada holding rates, the massive uncertainty around U.S. trade policy, and why macro headlines are driving markets more than usual. We also dig into silver’s parabolic run (and why Simon trimmed exposure), plus earnings and updates from ASML, RTX, and UnitedHealth—a perfect example of how political risk can overwhelm fundamentals.

We also tease an extra earnings + news episode next week, and we’re planning to do it live on YouTube for the first time—subscribe so you don’t miss it.

Tickers of Stocks Discussed: ASML, RTX, UNH, INTC, LMT, SLV, ZSL, PSLV

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SaaS Stocks Are Getting Crushed. Buy the Dip or Stay Away?

Mon, 26 Jan 2026 10:00:00 +0000

Tech has looked unstoppable thanks to AI winners—but a huge part of the market is telling a very different story. In this episode, Simon and Dan break down the brutal valuation reset hitting SaaS (Software-as-a-Service) stocks, with many major names down 30–50%+ despite still-solid underlying businesses.

They explain the classic “moats” that made SaaS so powerful—switching costs, ecosystems, and data—and why AI agents and LLM-driven automation are now challenging the seat-based pricing model that many software companies depend on. The discussion moves through a rapid-fire list of well-known SaaS names to unpack what’s driving the drawdowns, where the market may be overreacting, and where the risk of disruption is real.

Bottom line: some of these stocks may be turning into genuine value opportunities—but the old playbook may no longer apply, and investors need to underwrite what the business looks like 2–5 years from now, not what it used to be.

Tickers mentioned: CSU, CRM, ADBE, NOW, ADSK, INTU, TEAM, WDAY, TWLO, DOCU, ADP

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Netflix Wants HBO & TSMC Says AI Isn’t Slowing Down

Thu, 22 Jan 2026 10:00:00 +0000

This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Netflix’s earnings and its revised bid for Warner Bros/HBO, Taiwan Semiconductor’s explosive AI-driven growth, and what BlackRock’s latest results reveal about the future of private credit and alternative assets.

Tickers of stocks discussed: NFLX, TSM, BLK

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8 Stocks to Consider for Your TFSA in 2026

Mon, 19 Jan 2026 10:00:00 +0000

We’ve got fresh TFSA room for 2026, so we’re switching it up with a list of 8 stocks that we think are worth considering inside a TFSA.

This isn’t a deep dive, it’s a clear bull case + key risks for each idea. We hit everything from a data-and-subscription business getting punished by “AI disruption” fears, to a global infrastructure/engineering compounder riding grid and capex cycles, to a Canada-based gold producer with unusual valuation metrics, and a copper-heavy miner tied to electrification and AI-driven power demand. We also debate a quiet compounder in auto services, a steady dividend “bond proxy” (and why rates matter), a subprime lender where the upside is big but regulation and credit risk are real, and a post-pandemic cash machine trading like the market thinks growth is gone for good

Tickers discussed: TRI.TO, WSP.TO, WDO.TO, TECK-B.TO, BYD.TO, FTS.TO, PRL.TO, ZM

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8 simple ways to Save and Have More Money to Invest

Investment Accounts Simplified and 5 Stocks on Our Radar

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Will Trump Break the Stock Market?

Thu, 15 Jan 2026 10:00:00 +0000

The US Department of Justice has opened a probe into Jerome Powell and markets are interpreting it as a direct challenge to the independence of the Fed by Trump.

We then break down Aritzia’s latest blowout quarter, highlighting rapid U.S. expansion, strong margins despite tariffs, and why execution continues to separate it from peers. We also cover Minto REIT being taken private at a 32% premium, why the deal is less compelling than it appears, and what it signals for Canada’s apartment REIT market.

Finally, we discuss if capping credit card rates at 10% would be good for consumers or if it risks backfiring for borrowers and banks, and how payment networks like Visa and Mastercard could be affected.

Tickers discussed: ATZ.TO, MI.UN.TO, V, MA, AXP

New to investing? Check out these episodes:

Investment Accounts Simplified and 5 Stocks on Our Radar

3 Things to Do Before You Invest a Single Dollar

8 simple ways to Save and Have More Money to Invest

Investment Accounts Simplified and 5 Stocks on Our Radar

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Is It Too Late to Buy Silver and Is TELUS Dividend at Risk?

Mon, 12 Jan 2026 10:00:00 +0000

After BCE cut its dividend in mid-2025, investor capital rotated into TELUS as the next high-yield alternative. In this episode, we examine whether TELUS is now facing the same fate or whether the comparison is flawed.

We break down the key differences between TELUS and BCE at the point of stress, focusing on free cash flow coverage, leverage, capital intensity, growth outlook, and management execution. While TELUS’s dividend remains uncovered today, improving free cash flow and contributions from capital-light segments such as TELUS Health and TELUS Digital differentiate it from BCE’s deteriorating position prior to its cut.

We also discuss the specific scenarios that could force a dividend reduction, including stalled tech-segment growth, regulatory pressure, and prolonged share-price weakness, as well as one recent management move that raises concerns around signaling.

In the second half, we shift to silver and explain what is driving the recent price surge. We cover CME margin hikes, record physical delivery requests, backwardation, U.S.–Shanghai price divergence, China’s new export restrictions, and silver’s addition to the U.S. critical minerals list. The conclusion: this is primarily an industrial and geopolitical supply story, not a monetary hedge narrative.

Tickers discussed: T.TO, BCE.TO, PSLV, PAAS, AG, HL, CDE, WPM, SIL, SILJ

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Ranking Canada’s 30 Largest Stocks (Part 2)

Thu, 08 Jan 2026 10:00:00 +0000

We’re kicking off a two-part series ranking the 30 largest public companies in Canada based purely on business quality.

In Part 2, we tackle the last 15 names (and 2 bonus names) covering everything from banks and pipelines to precious metals—sharing our perspective on which business models stand the test of time and which ones carry more hidden risk.

Tickers of stocks discussed: SHOP.TO, FNV.TO, NA.TO, DOL.TO, RY.TO, BN.TO, TRI.TO, WPM.TO, GIB.A.TO, CP.TO, ATD.TO, L.TO, IFC.TO, ENB.TO, BMO.TO, AEM.TO, CNQ.TO, CNR.TO, MFC.TO, TRP.TO, GWO.TO, CLS.TO, FFH.TO, SU.TO, IMO.TO, SLF.TO, ABX.TO, CM.TO, TD.TO, K.TO

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Ranking Canada’s 30 Largest Stocks (Part 1)

Mon, 05 Jan 2026 10:00:00 +0000

We’re kicking off a two-part series ranking the 30 largest public companies in Canada based purely on business quality.

In Part 1, we tackle the first 15 names—covering everything from banks and pipelines to precious metals—sharing our perspective on which business models stand the test of time and which ones carry more hidden risk.

Tickers of stocks discussed: RY.TO, SHOP.TO, TD.TO, BN.TO, ENB.TO, ABX.TO, BMO.TO, BNS.TO, CM.TO, AEM.TO, TRI.TO, WPM.TO, CSU.TO, CNQ.TO, CP.TO

The full video of the episode is available on Stocktrades Youtube channel at 6PM ET on January 5, 2026.

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2026 Bold Predictions: Will Canadian Stocks Beat U.S. Stocks Again?

Thu, 01 Jan 2026 10:00:00 +0000

It’s our annual Bold Predictions episode. We score our 2025 calls (BCE’s dividend cut, the CAD move, and the SHOP vs. RY market-cap battle), then lay out measurable 2026 predictions: mega-cap AI names potentially facing capex fatigue, an “anti-AI” basket of incumbents looking set for mean reversion, a possible management reset at CNI with buybacks paused to prioritize debt reduction, and Dan’s call for the TSX to beat the S&P 500 and Nasdaq again. We close with Braden’s spiciest take: despite incredible momentum, Palantir’s valuation leaves it vulnerable to a sharp drawdown in 2026.

Tickers of stocks discussed: BCE.TO, SHOP.TO, RY.TO, NVDA, GOOGL, MSFT, AMZN, META, ORCL, INTC, AIQ, CSU.TO, DSG.TO, TRI, ADBE, CRM, ACN, QXO, CNR.TO, CP.TO, UNP, CSX, WSP.TO, PLTR, DKNG, FLUT, HOOD, COIN, CME

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2025 Year in Review: TSX Strikes Back, AI Mania, and Liberation Day

Mon, 29 Dec 2025 10:00:00 +0000

The three amigos reunite for the 2025 year-in-review and break down the biggest market takeaways of the year. Dan explains how the TSX delivered rare outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks.

The crew then dives into AI’s public-market ripple effects: the data center CapEx boom, who’s winning across chips, infrastructure, and power, and why data center REITs may not be the pure-play many investors expect. Simon recaps “Liberation Day” and the tariff-driven selloff that rattled markets, before they close on gold and silver’s breakout, banks leaning on capital markets, Bitcoin’s volatility (and the MicroStrategy trade), and a quiet three-year stretch of weakness in Canadian railways.

Tickers of Stocks discussed: BCE.TO , ZBK, AXP, CLS, EQIX, DLR, ORCL, NVDA, AVGO, ASML, TSM, SMH, WSP.TO , ADBE, CRM, NOW, CSU.TO, GOOG, MSTR, CP.TO, CNR.TO

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Why Private Mortgages Can Trap Investors for Years

Thu, 25 Dec 2025 10:00:00 +0000

Simon Belanger is joined by Dan Foch to demystify Canada’s private mortgage landscape from MICs (Mortgage Investment Corporations), to mortgage finance companies, and why syndicated mortgages. They break down how these funds generate eye-catching yields, where the real fees live, why first vs. second-position lending matters, and the biggest risk most investors underestimate: liquidity. The conversation also covers gated redemptions, conflicts of interest in vertically integrated lending, and the key questions investors should ask before allocating registered-account money to private mortgage products.

Tickers of Stocks Discussed:

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Gold, Interest Rates, and the Macro Outlook with Bipen Rai

Mon, 22 Dec 2025 10:00:00 +0000

In this episode, we’re joined by Bipen Rai, Managing Director and Head of ETF and Alternatives Strategy at BMO Global Asset Management.

We discuss the current macro environment, the outlook for interest rates, and how investors should think about portfolio construction as markets move further away from the post-GFC playbook. Bipen shares his perspective on gold and why it continues to play an important role in portfolios, how macro risks are evolving, and what signals investors should be paying attention to as we move forward.

We also touch on the broader investing landscape, risk management, and how investors can think more deliberately about diversification in an increasingly uncertain environment.

BMO ETFs is a sponsor of The Canadian Investor Podcast. This episode is for informational purposes only and does not constitute investment advice.

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Why Oracle Is Spooking Markets and a Red-Hot 2024 Canadian IPO

Thu, 18 Dec 2025 10:00:00 +0000

Canadian CPI surprised slightly to the downside, but food inflation is still biting, with big moves in staples like beef and coffee. We also break down the shakeup at Lululemon as the CEO steps down, and why investors appear to be welcoming change. On the Canadian side, we dig into Group Dynamite’s eye-popping results and what’s behind the momentum. Finally, we tackle the name that’s been weighing on markets. We wrap with WSP’s latest acquisition and why grid modernization could be one of the more compelling “picks and shovels” angles to the broader AI buildout.

Tickers of Stocks Discussed: LULU, ORCL, WSP.TO, GRGD.TO

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Pay Down Your Mortgage or Invest? And a Canadian Stock Few Are Watching

Mon, 15 Dec 2025 10:00:00 +0000

In this episode of the Canadian Investor Podcast, we discuss a viral tweet about paying off a low-rate mortgage sparked a familiar debate — invest or kill the mortgage? For Canadians, the answer isn’t nearly as simple. With higher renewal rates, stretched market valuations, and taxes in the mix, the math has quietly shifted.

We break down when investing still makes sense, when paying down a mortgage becomes a compelling risk-free return, and why today’s market environment looks very different from the last decade.

We also dig into where value can still exist in an expensive market — including a deep dive into a Canadian apartment REIT that’s been hit hard despite strong fundamentals. Is this a classic “blood in the streets” setup, or a value trap?

Tickers of stocks discussed: CAR-UN.TO

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Canadian Banks End 2025 on a High Note

Thu, 11 Dec 2025 10:00:00 +0000

In this episode of the Canadian Investor Podcast, EQ Bank announced a major acquisition on the same day as earnings — buying PC Financial and locking in an exclusive partnership with PC Optimum. We break down what the deal really means, why Loblaw becoming a major shareholder matters, and how this positions EQ Bank against Canada’s much larger incumbents.

We also dig into earnings from TD and Royal Bank, where strong capital markets are masking softer lending conditions — and why 2026 could look very different for Canadian banks. Are we nearing a reset year?

Finally, we cover BRP’s latest results and what looks like a classic cyclical recovery: improving margins, inventory normalization, rising market share, and upgraded guidance — even as the broader consumer picture remains uneven.

Tickers of stocks discussed: EQB.TO, TD.TO, RY.TO, DOO.TO

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Investment Accounts Simplified and 5 Stocks on Our Radar

Mon, 08 Dec 2025 10:00:00 +0000

Simon and Dan kick off this episode with a clear, beginner-friendly walkthrough of the main Canadian investment accounts. If you’re not sure which account to pick or you need a refresher, the first half of this episode is for you. TFSA, RRSP, FHSA, RESP, taxable and locked-in accounts, Simon and Dan go over how they work, when they make the most sense, and the biggest pitfalls to avoid (like TFSA over-contributions and RRSP withholding tax surprises). It’s a perfect primer to share with friends and family who want to start investing but aren’t sure which account to use.

If you’re already familiar with these accounts, in the 2nd half of the episode Simon and Dan go over 5 stocks on their radar.

Tickers of stocks discussed: WSP.TO, TIH.TO, PD.TO, TECK-B.TO, TSM

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3 Signs a Dividend Cut Is Coming and Canadian Bank Earnings Kick Off

Thu, 04 Dec 2025 10:00:00 +0000

On this episode of The Canadian Investor Podcast, Simon and Dan cover a packed slate of major Canadian market moves — from dividend shocks to CEO shakeups and a long-awaited bank sale.

We break down Telus’ dividend growth pause and DRIP phase-out, why the company says the payout is safe, and what 2026 free cash flow could mean for investors. Then we look at Goeasy, where CEO Dan Rees is stepping down amid rising provisions, a short report, and widespread management turnover. Simon also explains Allied Properties’ 60% distribution cut, highlighting the three warning signs that dividend investors should always watch for.

Then we dive into Laurentian Bank’s split sale to Fairstone and National, and what this means for Quebec’s banking landscape.

Finally, we review Scotiabank’s strong quarter and whether the bank is starting to pull off a real turnaround.

Tickers Discussed: T, BCE, GSY, AP.UN, NA, LB, BNS

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3 Things to Do Before You Invest a Single Dollar

Mon, 01 Dec 2025 10:00:00 +0000

Before you start investing, there are a few fundamentals every Canadian needs to get right — but most people skip straight past them. In this episode, Simon and Dan lay out a simple framework to follow before you consider investing a single dollar in the markets.

Then, Simon sits down with Dan Broten, Senior Vice President and Head of EQ Bank, for a deep dive into the state of Canadian banking. They discuss EQ’s new survey on solopreneurs and micro-businesses, why small operators feel overlooked by traditional banks, and how outdated, branch-era systems still shape the experience for business owners today. Dan also shares insights on regulatory change, pro-competition momentum in Ottawa, and why Canada might finally be at a turning point in modernizing its financial infrastructure.

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Michael Burry Calls Out Nvidia and the AI Mania

Thu, 27 Nov 2025 10:00:00 +0000

Couche-Tard may finally be showing early signs of a long-awaited turnaround with improving U.S. trends, stronger margins, and surprising strength in food and nicotine alternatives. Home Depot delivered solid operations but once again cut guidance as the renovation cycle continues to stall.

And then there’s Nvidia another monster quarter… paired with a surprisingly cold market reaction. We dig into what’s driving the pullback, the emerging threat from in-house AI chips, and why Michael Burry believes Nvidia today mirrors Cisco in 2000.

Tickers of Stocks Discussed: ATD, HD, NVDA, META, ORCL, MSFT, GOOGL, AMZN, CSCO

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Jan van Eck on Gold’s Surge, AI’s Rise, Emerging Markets & the Future of ETFs

Mon, 24 Nov 2025 10:00:00 +0000

Braden and Simon sit down with Jan van Eck, CEO of VanEck, for a wide-ranging conversation on where capital should be going over the next decade. Jan explains why he sees gold re-emerging as a global reserve asset, how central bank and emerging-market demand could fuel a long bull market, and why a 20% drawdown wouldn’t change his thesis. They dig into the AI build-out and the semiconductor cycle through SMH and Nvidia’s eye-popping margins, the risks and opportunities around OpenAI and infrastructure constraints, and how private credit stress may show up first in publicly traded BDCs. Jan also makes the long-term case for India as a distinct structural growth story within emerging markets, and the trio wrap up by talking about how AI and structured data will change investment research.

Tickers of Stocks and ETF Discussed: SMH, GPZ, NVDA, AMZN, V, MA, BTC, SHOP, WMT, INFY, HD, MCD, GS

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What’s Driving the Drop in Tech Stocks and Bitcoin?

Thu, 20 Nov 2025 10:00:00 +0000

Simon and Dan break down Canada’s latest CPI print and why inflation data doesn’t always match what you see at the grocery store. They dig into the recent drawdown in risk assets, from Bitcoin and Ethereum to the high-growth and AI names that have gone from “can’t miss” to painful drawdowns. They also look at Berkshire’s new stake in Alphabet, what it might signal for big tech, and wrap up with another strong quarter from Loblaw and what it says about food inflation, pricing power, and defensive compounding in a choppy market.

Tickers of stocks discussed: QQQ, MSFT, AMZN, META, GOOGL, BRK.B, UNH, NVDA, ORCL, ADBE, DUOL, HIMS, IONQ, RGTI, CELH, GSY.TO, L.TO, DOL.TO, HD

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8 Simple Ways to Save and Have More Money to Invest

Mon, 17 Nov 2025 10:00:00 +0000

For Financial Literacy Month, Simon dives into one of the most overlooked parts of investing: freeing up cash flow. From understanding what your true inflation rate is to identifying high-impact savings in your budget, this episode is all about practical ways to improve your purchasing power and invest more even if your income hasn’t kept up with rising costs.

Simon shares how he cut his own internet bill in half, how to negotiate with Canadian telcos, the smartest places to trim spending, and two simple questions he uses to avoid impulse purchases. Small changes can compound massively over time, and this episode shows exactly where to start.

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Buffett’s Farewell, Constellation’s Pullback, and GoEasy Sells Off

Thu, 13 Nov 2025 10:00:00 +0000

Dan is back as we break down a busy week in Canadian markets. We look at Constellation Software's latest quarter and if the drawdown is a buying opportunity. Shopify delivers another strong quarter but the stock dips anyway. WSP Global’s record backlog signals sustained infrastructure strength, and we revisit GoEasy’s first results since the short report to assess the real risks behind its “secured” loans. Plus, a quick reflection on Warren Buffett’s farewell letter and Greg Abel’s transition at Berkshire Hathaway.

Tickers of stocks discussed: CSU, TOI, SHOP, LSPD, WSP, BRK.B, AAPL, V, MA, GSY.TO

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5 Canadian Stocks Set to Benefit from the 2025 Federal Budget

Mon, 10 Nov 2025 10:00:00 +0000

Big Tech posted another strong quarter but the real story is the spending. Simon breaks down earnings from Amazon, Alphabet, Microsoft and Meta and what that signals for the next phase of the AI cycle and where the risks and opportunities actually are.

Then Simon shifts to the Canadian federal budget: rising deficits, shifting priorities, and why the real investment takeaway might be in critical minerals, energy security, and defence supply chains. Plus a quick look at Canadian stablecoins and what they could really mean for the financial system.

Tickers of stocks discussed: AMZN, MSFT, GOOGL, META, TECK.B, FM, NEO, CCO, CAE, MDA

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The TSX Hits $6 Trillion While TMX Has a Monster Quarter

Thu, 06 Nov 2025 10:00:00 +0000

In this episode, Simon breaks down the latest from the Bank of Canada and the Fed and why both are cutting rates again, but sending different signals on what comes next. He then walks through earnings from TMX Group, Allied Properties, and Franco-Nevada. TMX and Franco continue to execute well, while Allied’s fundamentals and payout picture keep deteriorating.

Tickers of stocks discussed: X.TO, AP-UN.TO, FNV.TO

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The 7 Best Investment Decisions We’ve Ever Made

Mon, 03 Nov 2025 10:00:00 +0000

In this episode of The Canadian Investor Podcast, Simon and Dan follow up on their “biggest mistakes” episode by sharing their best investment decisions. From Simon’s early conviction in Bitcoin and timely gold buys to Dan’s disciplined approach with tech giants and his winning bet on Aritzia, they break down what worked, why, and what they’ve learned along the way. They also discuss how psychology plays into both investing and poker,why losses stick in our minds longer than wins, and the importance of ignoring headlines to focus on fundamentals and asymmetric opportunities.

Tickers of stocks discussed:
FNV.TO, AEM, XAW.TO, AMZN, GOOGL, BRK.B, V, MA, BLK, ATZ.TO, MSFT, HD

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The 7 Biggest Investment Mistakes We’ve Made

Thu, 30 Oct 2025 09:00:00 +0000

In this episode, Simon and Dan candidly discuss their worst investing mistakes, emphasizing the importance of acknowledging errors in judgment and the lessons learned from them. They explore themes such as drawdowns, overvaluation, home bias, and the necessity of understanding investments before committing funds. The conversation highlights the significance of position sizing and the emotional aspects of investing, including regret and profit-driven decisions. Ultimately, the hosts stress that while mistakes are inevitable, they can lead to valuable insights that improve future investment strategies.

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The Truth About Covered Call ETFs with Ben Felix

Mon, 27 Oct 2025 09:00:00 +0000

In this episode, Simon sits down with Ben Felix from PWL Capital to break down the hype around covered call ETFs, why high yields can be misleading, and how these products often underperform simple index funds. They discuss why “easy income” isn’t free, how marketing and influencers fuel bad investing habits, and whether passive investing is distorting markets. Ben also shares his thoughts on gold, Bitcoin, and why keeping your portfolio simple and globally diversified is often the best strategy for long-term success.

Tickers of ETFs discussed: ZWB, ZWC, ZSP, XYLD, QYLD, RYLD, VQT, XQT, VCN, XIC

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Meme Stock Mania Returns and Private Debt Gets Messy

Thu, 23 Oct 2025 09:00:00 +0000

Simon and Dan break down Canada’s latest inflation data, why core CPI remains stubbornly high, and what falling rents might mean for the Bank of Canada’s next move. They also dive into the growing turmoil in private credit, including the First Brands bankruptcy and Tricolor collapse, and what these cases reveal about risk in the shadow banking system. The episode wraps up with Beyond Meat’s shocking meme-stock comeback and a broader discussion about speculation and leverage in today’s markets.

Tickers of stocks discussed: BYND, TSM, ARCC, FSK, BN, JEF, UBS, JPM, WMT, AZO, GPC, GME, AMC.

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Breaking Down the Quantum Stock Mania

Mon, 20 Oct 2025 09:00:00 +0000

We open on the quantum bubble—why euphoric pricing, SPAC lineage, tiny revenues, and heavy short interest make this corner of the market feel like a digital casino. Then we break down shorting in plain English (and why timing risk blows up otherwise “correct” theses). Simon pivots to gold’s surge, drawing parallels to the post-1971 fiat shift, sticky core inflation, and chronic deficits—plus what the Bank of Canada’s changing language might be signaling. We wrap with how gold and Bitcoin can coexist in a portfolio and a quick life update from the hosts. Not investment advice.

Tickers of ETFs discussed: IONQ, RGTI, QBTS, IBM, MSFT, GOOGL, FNV, AEM

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Blowout Earnings From Aritzia Despite Tariffs & Brookfield Buys Oaktree

Thu, 16 Oct 2025 09:00:00 +0000

In this episode, we cover a busy week of earnings: BlackRock’s big inflows and a push to bring more traditional investments onto the blockchain, Aritzia’s surprisingly strong U.S. growth, and ASML’s steady demand for its chip-making machines despite China limits. Plus, Brookfield buying the rest of Oaktree, Tilray still struggling in a value-driven cannabis market, and Pepsi learning that price hikes can’t beat falling volumes. We wrap with why even “moat” brands need to adapt post-pandemic.

Tickers of stocks discussed: BLK, ATZ.TO, ASML, BN, BAM, TLRY, PEP

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Everything You Need to Know About Fixed Income

Mon, 13 Oct 2025 09:00:00 +0000

In this episode, we cover a variety of fixed income options for your portfolio. From savings accounts and GICs to T-Bills, bonds, and corporate credit—this episode is your one-stop overview of fixed income. Simon and Dan break down how each fits into a portfolio, the trade-offs between yield, liquidity, and risk, and what investors should watch for as rates move. They also touch on preferred shares, inflation-linked bonds, private credit, and structured products like principal-protected notes. A timeless explainer for anyone looking to better understand the “steady” side of investing.

Tickers of ETFs discussed: CBIL, UBIL, ZTM, ZMMK, ZJK.

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Why the TSX Is Crushing the S&P 500 This Year

Thu, 09 Oct 2025 09:00:00 +0000

In this episode of the Canadian Investor podcast, Simon and Dan take a look back at how markets have performed so far this year from the S&P 500’s strong double-digit gains to gold’s massive rally and the surprising outperformance of the TSX. They break down what’s been driving returns in both Canada and the U.S., why certain sectors are leading, and how rare multi-year double-digit runs really are. The discussion then shifts to AMD’s landmark deal with OpenAI and what it signals about the AI arms race, before diving into Constellation Software’s latest conference call, leadership transition, and evolving view on capital deployment. The episode wraps up with a thoughtful conversation on economic moats how they’re built, how AI may erode them, and why management ultimately determines how durable they are.

Tickers of stocks discussed: SPY, ZSP, ZCN, BTC, GLD, AMD, NVDA, CSU.TO, ADBE, CNR.TO, CP.TO

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Braden is Back to Discuss Constellation’s Wild Week

Mon, 06 Oct 2025 09:00:00 +0000

Braden’s back with Simon and Dan for the quarterly mastermind discussion. In this episode we primarily talk about Constellation Software’s wild week: Mark Leonard’s abrupt exit for health reasons following a rare conference call with investors on AI. We weigh continuity vs. key-person risk, why the slower pace of big deals might be prudence (not decay), and whether AI fears are overblown for mission-critical vertical software.

Tickers discussed: CSU.TO

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Spotify CEO Exit, Air Canada Cuts Guidance, and More Tariff Casualties

Thu, 02 Oct 2025 09:00:00 +0000

In this episode, we dig into some big moves across markets. Spotify is shaking things up with Daniel Ek stepping down as CEO and a new co-CEO model taking over. Nike finally posts sales growth after a tough stretch, but margins remain under pressure as rivals like On and Hoka keep gaining ground. Algoma Steel gets a $500M government loan as tariffs hammer its U.S. exports, raising questions about its future. We also break down Air Canada’s revised guidance following its labour dispute, and take a look at Costco’s strong results and what its valuation means for investors.

Tickers of stocks discussed: SPOT, NKE, ASTL.TO, AC.TO, COST

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50 Ways to Invest in the AI Revolution - Part 2

Mon, 29 Sep 2025 09:00:00 +0000

Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants—semiconductors, hyperscalers, pure-play AI software, enterprise apps, and data center REITs—this episode looks at some of the less obvious but equally important beneficiaries of AI.

From utilities and grid infrastructure to commodities like uranium, copper, and natural gas, they explore the backbone powering AI’s massive energy demand. They also dig into healthcare, cybersecurity, IT consulting, and industrial automation—sectors where AI is already improving efficiency, margins, and innovation in ways most investors overlook.

Once again, they highlight dozens of companies and ETFs across these subsectors, balancing both the opportunities and the risks. If you’re wondering how to get diversified AI exposure beyond the usual suspects like NVDA and MSFT, this episode is packed with fresh angles and ticker ideas.

Tickers discussed:

Utilities & infrastructure: NEE, CNP, D, CPX.TO, BEPC, BIP.UN.TO, PWR, MTZ, SU, ENB
Commodities & energy: TECK.B.TO, TOU.TO, URA, U.UN.TO, UNG, ZEO.TO, BCIM
Healthcare: GEHC, SMMNY, PFE, ISRG, WELL.TO, ZHQ.TO
Cybersecurity: CRWD, PANW, HAK, CYBR.TO
Consulting & IT services: ACN, IBM, INFY
Industrial automation: ROK, ABB, PNG.V

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Goeasy Shares Sink After a Short Report. Should Investors Be Worried?

Thu, 25 Sep 2025 09:00:00 +0000

In this episode, we break down Constellation Software’s recent AI focused investor call. What management actually said and how it could shape M&A and vertical markets. We then do a deep dive into the new short report that was published on the subprime lender GoEasy with a balanced look at the key allegations, the numbers (interest receivable, charge-offs, delinquencies), and what to watch next.

Tickers of stocks discussed: CSU.TO, GSY.TO

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50 Ways to Invest in the AI Revolution - Part 1

Mon, 22 Sep 2025 09:00:00 +0000

Simon and Dan kick off a two-part deep dive into 50 Ways to Invest in the AI Revolution. From the obvious giants to under-the-radar plays you may not have considered, they explore how AI touches everything from chips and cloud to healthcare, cybersecurity, and even utilities. Along the way, they drop dozens of tickers and ETFs across multiple subsectors—some household names, some you’ll be hearing for the first time. If you’ve ever wondered how to get AI exposure beyond just NVDA, this episode is packed with ideas.

Tickers discussed:
Semis & equipment: NVDA, AMD, ASML, TSM, AVGO, ARM, MU, AMAT, SMH, CHPS.TO
Hyperscalers / platforms: MSFT, AMZN, GOOGL, META, QQQ, CLOU
Pure-play AI software/models: PLTR, SOUN, ZXLK.TO
Enterprise software with AI: ADBE, CRM, ORCL, SAP, NOW
Data-center REITs: EQIX, DLR

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What the BoC’s Rate Cut Says About the Canadian Economy

Thu, 18 Sep 2025 09:00:00 +0000

In this episode of the Canadian Investor Podcast, we break down Canada’s latest inflation read and the Bank of Canada’s rate cut, framing what “sticky core” means for investors. We then turn to earnings and look at Adobe’s AI narrative vs. a maturing growth profile, Affirm’s BNPL momentum alongside credit risk, and Dollar Tree’s value push contrasted with Dollarama’s margin machine.

Tickers of stocks discussed: ADBE, AFRM, DLTR, GSY.TO

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Why Chasing High Yielding Dividend Stocks Rarely Pays Off

Mon, 15 Sep 2025 09:00:00 +0000

In this episode, we go over yield traps and why abnormally high dividends often signal business stress rather than easy income. We walk through how falling share prices inflate trailing yields, why payout ratios and free cash flow coverage matter, how special dividends can skew TTM yields, and when sector “norms” turn into red flags.

To make things easier to spot, we do a sector by sector overview of what is considered a normal yield and what is considered a high and likely unsustainable dividend yield.

Tickers of stocks/ETFs discussed:
UPS, FDX, BCE.TO, T.TO, T , VZ, DIS, NFLX, WBD, FOXA, NWSA, GOOGL, CNR.TO , TFII.TO, PFE, LLY, IBM, AQN.TO, FTS.TO, IFC.TO, SU.TO, CNQ.TO, XOM, FNV.TO, WPM.TO, TOU.TO, AP.UN.TO, MMM, QQQ, QYLD.

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Oracle’s AI Boom, Lululemon’s Disastrous Quarter, and a Canadian Mining Megamerger

Thu, 11 Sep 2025 09:00:00 +0000

In this episode, we cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to be up 40% and close to joining the trillion dollar market cap club. We also look at weak job numbers coming out for Canada and the US and what it means for investors.

In the mining space, we discuss the proposed merger between Teck Resources and Anglo American. We finish the episode by talking about Lululemon’s rough quarter and weak guidance and how BRP may finally be turning things around.

Tickers of stocks discussed: ORCL, META, NVDA, AMD, TECK, LULU, DOO.TO

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6 Ways to Invest in Gold as It Hits Record Highs

Mon, 08 Sep 2025 09:00:00 +0000

Gold just hit a new all-time high, and we’re dedicating a full episode to what’s driving the move and the smartest ways to get exposure. We break down the macro tailwinds and why those forces can keep a bid under the metal.

Then we get practical, walking through the different ways investors can gain exposure to gold, from holding physical bullion to ETFs, miners, and more—highlighting the pros and cons of each approach.

Tickers of Stocks and ETFs discussed: GLD, ZGLD.TO, GDX, GDXJ, ZGD.TO, OUNZ, PHYS, FNV.TO, AEM.TO, ABX.TO

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Are Canadian Banks Priced to Perfection?

Thu, 04 Sep 2025 09:00:00 +0000

In this episode of the Canadian Investor podcast, Simon (fresh off vacation) and Dan Kent dig into a jam-packed news and earnings episode. We start with the U.S. antitrust ruling on Google. Then we break down Alimentation Couche-Tard’s quarter which was mostly positive. We finish with earnings from TD and Royal Bank as well as our takeaways from Banks earnings this season.

Tickers of stocks discussed: TD.TO, RY.TO, GOOG, ATD.TO

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6 Ways I Use AI for Investing

Mon, 01 Sep 2025 09:00:00 +0000

In this solo episode, Simon dives into how he uses AI, particularly large language models like ChatGPT as a tool to become a more efficient investor. From idea generation and researching new concepts to validating metrics, spotting historical patterns, and even playing devil’s advocate on stock ideas, Simon shares practical ways AI can save time while highlighting the caveats and pitfalls investors need to watch out for.

He also explores how hedge funds are adopting AI today, from market prediction and portfolio optimization to compliance and operations.

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Canada Goose Buyout Speculation and The Risks of Government Investing in Stocks

Thu, 28 Aug 2025 09:00:00 +0000

In this episode of The Canadian Investor Podcast, we cover a packed week of market-moving news. We start with reports that Bain Capital may be taking Canada Goose private, with bids valuing the luxury parka maker well above its current market cap. Next, we break down Fed Chair Jerome Powell’s latest speech at Jackson Hole, where cooling growth, sticky inflation, and tariff-driven price shocks shaped the market’s outlook on rate cuts. We also look at Scotiabank’s surprising earnings beat, why their international arm is still a drag, and whether their promise of “pruning” is finally over. On the macro front, we discuss Trump’s efforts to reshape the Federal Reserve and the U.S. government’s growing trend of taking equity stakes in strategic companies like Intel and MP Materials. Finally, we wrap up with another strong quarter from Dollarama, which continues to post impressive growth while expanding globally.

Tickers of stocks discussed: MP, INTC, DOL.TO, BNS.TO, LMT

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How We Find and Analyze New Stock Ideas

Mon, 25 Aug 2025 09:00:00 +0000

In this episode, Simon and Dan walk through their process for finding strong investment ideas, from using stock screeners to AI tools, and finally doing a full deep dive on company fundamentals. Simon shares the consistent criteria he applies in his screeners, how he narrows down results efficiently, and where AI fits as a research assistant. Dan breaks down the custom screeners he’s built over the years, how he balances dozens of metrics, and why focusing on quality across multiple areas is key.

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Economic Uncertainty Continues to Reshape Canadian Real Estate

Thu, 21 Aug 2025 09:00:00 +0000

In this episode of the Canadian Investor Podcast, we’re joined by Daniel Foch, host of the Canadian Real Estate Investor Podcast, for a deep dive into the macro forces shaping Canada’s economy and real estate market. We explore the impact of rising youth unemployment, the steep decline in construction jobs, and the looming mortgage renewal wall for homeowners facing higher rates. We also discuss how five-year Government of Canada bond yields influence fixed mortgage rates and the broader economy, alongside the ripple effects of U.S. tariffs on Canadian industries like autos, steel, and lumber. Plus, we touch on key policy developments, including potential changes to the mortgage stress test and the debate over British Columbia’s foreign buyer ban.

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Best Trash Stock? Waste Management or Waste Connections

Mon, 18 Aug 2025 09:00:00 +0000

Dan and Simon dive deep into two of North America’s waste-disposal giants — Canada’s Waste Connections and the U.S.-based Waste Management. They break down business models, market share, acquisition strategies, financial performance, and the critical role of landfill ownership. From healthcare waste growth to automation’s impact, and from regulatory risks to why “boring” garbage companies can be long-term portfolio anchors, this episode unpacks the dirty details of a surprisingly resilient industry.
Ticker of stocks and ETFs discussed: WCN.TO, WM

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Shopify & Franco-Nevada Deliver Big on Earnings

Thu, 14 Aug 2025 09:00:00 +0000

In this episode, Simon and Dan dive into a jam-packed earnings episode covering some of Canada’s biggest names. They break down GoEasy’s record quarter and cautious shift toward secured lending, Franco-Nevada’s strong gold-fueled results and the latest on Cobre Panama, WSP Global’s steady growth despite Asia-Pacific weakness, BCE’s first full quarter post-dividend cut, and CargoJet’s new deals with Amazon and DHL. They wrap with Shopify’s standout results, growing big-brand adoption, and AI-powered merchant tools.

Tickers of stocks discussed: WSP.TO, BCE.TO, SHOP.TO, GSY.TO, FNV.TO, CJT.TO

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6 Poker Lessons That Made Me a Better Investor

Mon, 11 Aug 2025 09:00:00 +0000

In this episode of The Canadian Investor Podcast, Simon and Dan share the stocks and ETFs currently on their radar and dive into the surprising parallels between poker and investing with lessons from poker that apply to long-term investing.

Ticker of stocks and ETFs discussed: WCN.TO, ZHU.TO, IXJ, VHT, PPH, IHI, IHF

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Two Canadian Stocks That Are Printing Money

Thu, 07 Aug 2025 09:00:00 +0000

In this episode, we kick things off with a quick look at the newly imposed 35% tariffs by the U.S. on Canadian goods.We then break down earnings from some key Canadian names, starting with TMX Group, which continues to benefit from strong options trading volumes and solid growth from its energy and ETF data platforms.Tourmaline posts strong results despite weak natural gas prices, and signs a lucrative long-term export deal linked to European gas benchmarks.We also dig into Celestica, arguably Canada’s best-performing AI-related stock, and explain why its explosive growth may have more to run—even if customer concentration adds some risk.In the gold space, Agnico Eagle delivers another standout quarter as higher gold prices widen margins and drive profitability to record levels.Lastly, we revisit Allied Properties REIT, where payout ratios are getting dangerously close to unsustainable levels, and where asset sales and debt refinancing will be key to keeping the distribution intact.

Tickers of stocks discussed: CLS.TO, X.TO, TOU.TO, AEM.TO, AP-UN.TO

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10 Signs the Stock Market Might Be Peaking

Mon, 04 Aug 2025 09:00:00 +0000

In this episode, Simon and Dan go deep into the growing signs that point to a potential market top. From narrow market leadership and the return of meme stocks to rising margin debt, IPO activity, and elevated valuations — they cover it all. They also dive into speculative trading trends, the resurgence of paid stock promotions, and why retail investors might be piling in at the wrong time. While not a doomsday episode, this is a grounded look at the data and sentiment driving markets in 2025.Plus:

A warning about shady paid promotions
Insights on the Buffett Indicator, insider selling, and S&P 500 concentration
Why sticking to a consistent investing strategy is more important than ever
Sectors and stocks that may offer contrarian opportunities

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Loblaws’ Stock Split and Caution From CN Rail

Thu, 31 Jul 2025 09:00:00 +0000

In this episode, Simon and Dan cover a range of earnings updates, starting with Canadian National Railway's lowered guidance and what it could mean for CP Rail. We then dive into TFI International’s freight challenges, Loblaws' strong performance (and controversial stock split), and Alphabet’s booming YouTube ad growth despite search disruption risks. We wrap up with thoughts on Bitcoin, gold, and why Franco-Nevada might be set up for a strong earnings surprise.

Tickers of stocks discussed: TFII.TO, CNR.TO, L.TO, GOOG

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Is Lululemon or Aritzia the Better Canadian Fashion Stock Right Now?

Mon, 28 Jul 2025 09:00:00 +0000

In this episode, we compare two of Canada's most successful fashion retailers, Lululemon and Aritzia. We dive into their history, growth trajectories, and financials, highlighting why Aritzia has outpaced Lululemon in recent years and how each brand is tackling expansion, margins, and competition. We also break down the bull and bear cases for both companies going forward and which one has the best potential returns for investors.

Tickers of stocks discussed: LULU, ATZ.TO

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The Best Performing Assets of 2025 and Couche-Tard Pulls the Plug on 7-Eleven

Thu, 24 Jul 2025 09:00:00 +0000

In this episode, we start by breaking down the year-to-date performance of major asset classes, including equities, gold, Bitcoin, and bonds. We then dive into why Couche-Tard’s $47B bid for Seven & i ultimately fell apart after nearly a year of back-and-forth. Lastly, we cover the latest earnings from BlackRock and American Express.

Tickers of stocks discussed: BLK, AXP

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4 Stocks to Buy Now and Not Touch Until 2035

Mon, 21 Jul 2025 09:00:00 +0000

Following up on our recent RESP segment, Simon answers a listener question about RESPs. We go deep on how to maximize government benefits like the CESG and Canada Learning Bond, and outline smart approaches for front-loading, automating, and adjusting RESP investments as your child gets older.

Simon also shares how he's planning to use his daughter’s RESP as a tool for both long-term compounding and financial education. We discuss when to start involving your child in RESP management, how to plan for non-traditional post-secondary paths, and how RESP funds can be used for much more than just tuition.To wrap things up, we each pick a few "set-it-and-forget-it" stocks we'd feel confident buying and holding for the next decade and explain what makes these businesses so durable.

Tickers of stocks discussed: BRK.B, FTS.TO, CP.TO, PWR

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Two Resilient Canadian Stocks in a Tough Trade Environment

Thu, 17 Jul 2025 09:00:00 +0000

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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The Battle of the Dollar Stores: Dollarama vs. Dollar Tree

Mon, 14 Jul 2025 09:00:00 +0000

In this episode, we compare two major dollar stores, Dollar Tree and Dollarama. We break them down to see which one stands out as the better business and long-term investment. We break down Dollar Tree’s recent decision to sell off its struggling Family Dollar segment, analyze key financial metrics like margins, free cash flow, and valuation, and contrast that with Dollarama’s performance and business model. From store growth to customer trends, we dig into what sets these two retailers apart and which one looks more compelling going forward.

Tickers of stocks discussed: DOL.TO, DLTR

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Couche-Tard, Blackberry, and Nike: Who’s Most Likely to Bounce Back?

Thu, 10 Jul 2025 09:00:00 +0000

In this episode, we dig into a busy week of earnings from three very different businesses navigating challenging environments. We start with Couche-Tard, where modest merchandise growth in Canada and Europe couldn’t offset softness in the U.S. and fuel sales. Next, we check in on Blackberry, which posted its first profit in three years while questions about the future of the company still remain front and centre. Lastly, we break down Nike’s rough Q4. Revenue and earnings are way down, margins are getting crushed, and inventory problems persist. But there are a few signs of sequential improvement.

Tickers of stocks discussed: NKE, BB.TO, ATD.TO

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Why the GTA Condo Market is Tanking with Dan Foch

Mon, 07 Jul 2025 09:00:00 +0000

In this episode, we give you a timely update on the Canadian housing market with a focus on some striking regional divergences. Dan breaks down the latest trends emerging from the spring data, highlighting continued resilience in Alberta and the Prairies, driven by strong population growth and economic tailwinds. Meanwhile, the GTA is showing signs of serious stress, especially in the condo market. We dive into the growing oversupply of condos, falling rents, and the pain facing investors holding pre-construction units bought at peak prices. We also explore potential opportunities for buyers, what a recovery might depend on, and whether policy changes could shake up the market again.

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Braden’s Back for Episode 500! Finchat Rebrand & Stocks On Our Radar

Thu, 03 Jul 2025 09:00:00 +0000

For our 500th episode, Braden is back on the mic as we reflect on the last 5+ years of doing the podcast. We kick things off with the story behind the rebrand from FinChat to Fiscal.ai, why the name change was necessary, and what’s coming next as the platform evolves. Then, we each bring a company that’s firmly on our radar. One is riding a wave of long-term infrastructure spending, while the other quietly powers a huge portion of the internet.

Tickers of stocks discussed: PWR, NET

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10 Canadian Stocks to Hold for the Next Decade

Mon, 30 Jun 2025 09:00:00 +0000

In this episode, we give 10 Canadian companies we believe are well-positioned to thrive over the next decade.

Tickers of stocks discussed: CSU.TO, L.TO, CP.TO, WSP.TO, IFC.TO, BN.TO, WCN.TO, DOL.TO, ATZ.TO, FNV.TO, SHOP.TO, WPM.TO, TFII.TO, CNQ.TO, TOU.TO, RY.TO, TIH.TO

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How to Teach Teens About Money and Save for Their Education

Thu, 26 Jun 2025 09:00:00 +0000

In this episode, we break down Empire Company’s recent rebound and how its discount store strategy and capex transformation are paying off after years of underperformance. We also answer a listener question about RESPs and walk through Simon’s actual RESP portfolio for his daughter—including why there’s a large Bitcoin allocation and how he’s thinking about long-term growth.Dan tackles a listener question on Uber and whether autonomous vehicles pose a threat or opportunity for the company. We wrap up with a segment on teaching teenagers about money, from the power (and danger) of compounding to understanding purchasing power, needs vs. wants, and financial consistency.

Tickers of stocks discussed: EMP.A, UBER

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Why TELUS International Has Been a Brutal Investment Since its IPO

Mon, 23 Jun 2025 09:00:00 +0000

In this episode, we dive deep into MicroStrategy—the largest corporate holder of Bitcoin—and explore how Michael Saylor transformed a declining software business into a leveraged Bitcoin vehicle. We look at the company’s aggressive BTC acquisition strategy, its use of convertible debt, and the growing risks tied to its outsized Bitcoin exposure. Then, we shift to Canada and break down the Telus International fiasco. What started as Canada’s largest tech IPO now risks becoming one of the biggest shareholder disappointments, as Telus attempts to buy it back at a fraction of its IPO value.

Tickers of stocks discussed: TIXT.TO, MSTR, GME, TSLA, SQ, XYZ

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Can This Iconic Canadian Brand Really Go Premium?

Thu, 19 Jun 2025 09:00:00 +0000

In this episode, we dig into a mix of Canadian and U.S. company earnings across several sectors. We kick things off with WSP Global, which posted solid results driven by strong demand in infrastructure and power. We then look at JM Smucker, which dropped 16% after earnings, driven by weak guidance and struggles with its recent Hostess acquisition. Next, we check in on Roots, which is trying to reinvent itself as a premium Canadian brand. Finally, we finish the episode by looking at recent earnings of Andrew Peller and Aurora Cannabis.

Tickers of stocks discussed: WSP.TO, SJM, ROOT.TO, ADW.A.TO, ACB.TO

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CP vs. CNR: Which Canadian Railway Is the Better Investment?

Mon, 16 Jun 2025 09:00:00 +0000

In this episode, we break down Canada’s two freight rail titans—CN Rail and CP Rail—and compare them across operations, financials, capital allocation, and strategy. We look at how CNR’s east-west network stacks up against CP’s newly integrated Canada–US–Mexico line following the Kansas City Southern acquisition. We also compare each company’s and discuss the bullish and bearish case for each.

Tickers of stocks discussed: CP.TO, CNR.TO

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Two Stocks Benefiting from the Shift to Essential Spending

Thu, 12 Jun 2025 09:00:00 +0000

In this episode, Simon and Dan break down the latest earnings from four major consumer-facing companies. Dollarama and Costco delivered another strong quarter while Lululemon’s stock took a big hit following revised guidance. BRP surprised to the upside despite a tough year-over-year comparison, with snowmobiles carrying the quarter and dealers slowly working through inventory.

Tickers of stocks discussed: DOO.TO, LULU, COST, DOL.TO

Questrade’s new securities lending program

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How This Canadian Small Cap Stock Turned Into a Multi-Bagger

Mon, 09 Jun 2025 09:00:00 +0000

In this episode of the Canadian Investor Podcast, we breakdown Questrade’s new securities lending program and what it means for retail investors. Next, Dan takes aim at the sell-side analyst world, explaining why most price targets and stock ratings should be taken with a big grain of salt, including the built-in conflicts of interest and poor historical track record. Lastly, we take a closer look at Secure Waste Infrastructure Corp (SES.TO), a growing Canadian industrial name with strong free cash flow, expansion potential, and a rising dividend.

Tickers of stocks discussed: SES.TO

Questrade’s new securities lending program

Apple Podcast - The Canadian Real Estate Investor

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Warning Signs from Canada’s Biggest Banks

Thu, 05 Jun 2025 09:00:00 +0000

In this episode, Simon and Dan dig into earnings of 4 of Canada’s largest banks. Despite some strong showings in some of the segments, banks are setting aside more for provisions for credit losses. Simon and Dan break down how tariffs, macro uncertainty, and shifting consumer dynamics are impacting each bank’s performance and outlook.

Tickers of stocks discussed: TD.TO, BNS.TO, RY.TO, CM.TO

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8 Popular Investing Sayings That Could Be Costing You Money

Mon, 02 Jun 2025 09:00:00 +0000

In this episode, we break down some of the most common investing phrases that sound wise on the surface but are often misunderstood or misapplied. Simon and Dan take a closer look at each saying—highlighting how it can offer valuable insight, but also the pitfalls that come with taking it at face value.

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Two Canadian Stocks With More Questions Than Answers

Thu, 29 May 2025 09:00:00 +0000

In this episode, we break down the latest earnings from several well-known companies across different sectors. We kick things off with Canada Goose, which posted strong margin expansion but continues to face sluggish full-year growth and ongoing wholesale weakness. We then turn to Lightspeed Commerce, where slowing growth and massive goodwill write-downs reveal deeper concerns about past acquisitions and management credibility.

Next, we take a look at Home Depot, which continues to navigate a challenging macro environment with stable results, while also highlighting an intriguing long-term thesis on deferred home improvement demand. Lastly, we cover Affirm Holdings, which posted impressive revenue growth and customer retention, but faces rising delinquencies and uncertainty around its Walmart relationship.

Tickers of stocks discussed: AFRM, HD, LSPD.TO, GOOS.TO

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Is Canada’s Best Compounder Losing Its Edge?

Mon, 26 May 2025 09:00:00 +0000

We break down key insights from Constellation Software’s recent AGM, where CEO Mark Leonard was candid about the challenges of deploying capital at scale, potential “style drift,” and the limits of future returns. Despite the company’s exceptional track record, Leonard warns that the days of 25%+ annual returns may be behind them—though opportunities could still remain if they navigate carefully into new verticals.

We also dive into the surging popularity of covered call ETFs in Canada. But what are the real risks and benefits of these ETFs? We explain how these funds work, their pros and cons, and why some investors may be setting themselves up for disappointment by chasing double-digit yields.

Tickers of stocks discussed: ZEB.TO, ZWB.TO, CSU.TO

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What Canadian Tire’s Earnings Reveal About the Canadian Consumer

Thu, 22 May 2025 09:00:00 +0000

In this episode, we break down Canada’s April CPI print, which came in below 2% largely due to the removal of the consumer carbon tax. We explain why this drop is likely temporary and what core inflation measures are still signaling to the Bank of Canada. We also discuss Moody’s long-anticipated downgrade of U.S. government debt, how it compares to past downgrades, and what surging bond yields mean for investors on both sides of the border.

In company news, Dan shares his take on Boyd Group’s latest results, including why he’s still holding despite near-term headwinds. We also cover Canadian Tire’s earnings, consumer credit data, and what it tells us about the average Canadian household. Finally, we look at South Bow’s first-quarter results post-spinout from TC Energy and assess the sustainability of its high dividend yield.

Tickers of stocks discussed: CTC-A.TO, BYD.TO, SOBO.TO

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From BNN to Podcasting with Amber Kanwar

Wed, 21 May 2025 09:00:00 +0000

We’re joined by Amber Kanwar, long-time financial journalist and co-host of In the Money, to talk about her journey from BNN to podcasting, the evolution of investor education, and the insights she’s gained from interviewing hundreds of market professionals. We dive into the common traits of great investors, how Amber personally approaches her own portfolio, and why certain corners of the Canadian market remain overlooked. We also discuss the growing importance of long-form content—like podcasts—in helping investors think beyond the headlines.

In the money Youtube

In the money Twitter

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5 RRSP Mistakes to Avoid and Investing Biases to Avoid

Mon, 19 May 2025 09:00:00 +0000

Following up on our TFSA episode, we dive into 5 of the most common RRSP mistakes we’ve seen Canadians make—from contributing when your tax rate is low to accidentally double-claiming a tax credit. We also shift gears and explore the psychological traps that investors fall into, including the endowment effect, anchoring bias, and the disposition effect. These are the subtle but powerful behaviours that can quietly drag down your investment returns over time.

To wrap up the episode, Simon revisits his past investment in Allied Properties REIT, why he sold it at a loss, and how the company and office space market have fared since then.

Tickers of stocks discussed: AP-UN.TO

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BCE Finally Pulls the Trigger and Slashes its Dividend

Thu, 15 May 2025 09:00:00 +0000

In this episode, we break down the temporary 90-day tariff pause between the U.S. and China, what it could mean for markets, and why it might not last.

We also dive into BCE’s massive dividend cut and new growth-focused partnership with PSP Investments. Plus, we unpack UnitedHealth’s stunning 50% drop in just over a month, Goeasy’s soft quarter and what it signals about the subprime lending landscape, and Franco-Nevada’s blowout results amid soaring gold prices.

Tickers of stocks discussed: FNV.TO, GSY.TO, BCE.TO, UNH

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What We Learned from Buffett’s Last Meeting as Berkshire CEO

Mon, 12 May 2025 09:00:00 +0000

In this episode, we break down the key insights from the 2025 Berkshire Hathaway Annual Meeting. We go over our takeaways from the meeting including Buffett’s thoughts on U.S. trade policy, fiscal unsustainability, and long-term currency debasement—and why he’s still optimistic about America’s resilience.

We also discuss what Buffett and Greg Abel said about cash positioning, balance sheet strength, and the importance of patience when investing. Simon shares why he’s comfortable with Berkshire’s leadership transition and what retail investors can learn from Buffett’s comments about acting quickly by being prepared.

Tickers of stocks discussed: BRK-B

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Will This Multi-Billion Dollar Canadian Acquisition Get Blocked?

Thu, 08 May 2025 09:00:00 +0000

In this episode, we break down Parkland’s $9.1B proposed acquisition by Sunoco and why the timing is controversial.

We also cover earnings from Loblaws, TMX Group, McDonald’s, Riocan, and Spin Master. From strong retail leasing spreads to e-commerce growth and tariff headwinds, we dig into how each company is navigating the current economic environment—and what investors should watch going forward.

Tickers of stocks discussed: X.TO, MCD, L.TO, REI-UN.TO, TOY, PKI.TO

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City-by-City Breakdown of Canada’s Housing Market in 2025

Wed, 07 May 2025 09:00:00 +0000

In this episode, we take a macro-to-micro look at Canada’s real estate market amid rising tariffs, elevated interest rates, and a historic federal election where 85% of Canadians voted for similar housing platforms.

We break down the national economic picture, including GDP by province and the impact of U.S. tariffs on construction and affordability. Then, we go region by region—from B.C. and Alberta to Ontario, Quebec, and the Maritimes—to assess local real estate dynamics and rental trends. We also share actionable strategies for home buyers and investors navigating today’s volatility, and outline where we see opportunity over the next 2–3 years. Whether you're eyeing growth in Calgary or cash flow in Montreal, this episode will help you cut through the noise and make data-driven decisions.

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3 TFSA Mistakes That Could Cost You Thousands

Mon, 05 May 2025 09:00:00 +0000

In this episode, we take a closer look at Gildan Activewear after its latest earnings call, which was dominated by tariff discussions. Despite being in a sector typically hit hard by trade restrictions, Gildan's vertically integrated model could actually give it an edge. We also cover Visa’s latest results, where payment volumes remain strong but questions linger around possible pull-forward demand ahead of new tariffs.

Dan and Simon then three of the most common TFSA investing mistakes—ranging from overly speculative bets to portfolio structure missteps—that could cost you serious long-term returns. Lastly, we revisit Bitcoin ETFs, breaking down the pros and cons, Canadian and U.S. options, and what recent AUM trends reveal about investor demand.

Tickers of stock discussed: IBIT.TO, BITO, ARKB, BTCX-B.TO, FBTC.TO, V, GIL.TO

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What Canada’s Election Result Means for Investors

Thu, 01 May 2025 09:00:00 +0000

In this episode, we break down what the recent Canadian federal election results mean for investors. With Mark Carney becoming Prime Minister, we discuss the implications of continued large-scale fiscal spending, including projections that federal deficits will remain above 2% of GDP. We look at how this could act as a tailwind for certain sectors and how it will likely lead to a trade deal between Canada and the US.

On the earnings side, we discuss TFI International, where acquisition-driven growth masks some deeper margin pressure and macro headwinds. We also provide an update on First Quantum and the continued importance of the Cobre Panama mine for both its business and Franco-Nevada's streaming exposure. Lastly, we share thoughts on Starbucks' ongoing turnaround, recent earnings miss, and whether there's a compelling case to be made for patient investors during its transformation.

Tickers of stock discussed: SBUX, TFII.TO, FM

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6 Reasons to Sell and One Metric That Drives Returns

Mon, 28 Apr 2025 09:00:00 +0000

In this episode, Simon and Braden share his personal framework for deciding when to sell a stock—including full exits and trims. Simon walks through 6 reasons why he would consider selling an investment.

We also discuss an important metric that is very often correlated with stock returns for a copy. Simon and Braden finish the episode by discussing 3 stocks on their watchlist. One being a well known company while the two others are lesser known to north american investors.

Tickers of stock discussed: SMNNY, BRK-B, TOI.V

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Lumber Tariffs Hit Canadian Producers and Tesla’s Deliveries Slide

Thu, 24 Apr 2025 09:00:00 +0000

In this episode of The Canadian Investor Podcast, we break down a whirlwind week of headlines that continue to move markets. We start with the latest from the Trump administration, where the president announced plans to reduce the 145% tariffs on Chinese goods—though no specifics were given and he made it clear the rate won’t be going to zero. Markets also reacted sharply to speculation that Trump might replace Fed Chair Jerome Powell, only for him to later walk back those comments, stating Powell would remain in his role until the end of his term.

We then dive into Tesla’s earnings, where the company posted a 9% year-over-year revenue decline and a 40% drop in EPS, with falling deliveries and razor-thin margins putting pressure on the stock—despite a surprising post-earnings rally.

We also cover American Express, which delivered solid numbers driven by younger cardholders, and remains resilient thanks to its premium card base and growing fee revenue. Over at BlackRock, inflows hit $84 billion for the quarter. Finally, we take a look at West Fraser Timber’s results amid increasing trade uncertainty, highlighting the company’s strong balance sheet and the challenges ahead for Canadian wood product exporters.

Tickers of stock discussed: WFG.TO, BLK, TSLA, AXP

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Why Every Investor Needs an Investment Policy

Mon, 21 Apr 2025 09:00:00 +0000

In this episode, we break down why every investor—no matter their experience level—should have an Investment Policy Statement . We walk through the key components you need to include, from setting clear investment goals and understanding your risk tolerance to creating a contribution plan and rebalancing rules that work for you.

Braden also shares a personal story inspired by Charlie Munger’s wisdom on spending money meaningfully and learning when to say yes to experiences.

Plus, we touch on why fewer companies are going public and how cash-secured puts can be a useful strategy when markets are volatile.

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Nvidia Caught in the Crossfire of the US-China Trade War

Thu, 17 Apr 2025 09:00:00 +0000

In this episode, we cover the Bank of Canada’s latest rate decision, where policymakers held steady at 2.75% despite growing calls for a cut. We break down their two-scenario framework as they weigh inflation risks against the looming threat of a trade war-induced recession.

We then turn to Nvidia, which announced a $5.5 billion charge tied to new U.S. export restrictions on its H20 chips to China—a move that could significantly dent its China business. We also dig into ASML’s latest earnings, where strong AI-driven demand continues to offset rising geopolitical risks and tariff uncertainty.

Next, we unpack the drama surrounding Well Health’s delayed financials, revenue restatement due to Circle Medical billing practices, and how that’s impacting investor confidence despite a year of solid operational growth.

Lastly, we discuss JPMorgan’s Q1 results and Jamie Dimon’s increasingly cautious tone. With rising provisions for credit losses and talk of earnings downgrades across the S&P 500, we explore what this might signal for markets in the months ahead.

Ticker of stocks discussed: NVDA, ASML, JPM, WELL.TO

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10 Stocks We're Watching After Big Drawdowns

Mon, 14 Apr 2025 09:00:00 +0000

We kick off this episode with a deep dive into the latest U.S. tariff announcements. Braden shares his candid thoughts on the rationale (or lack thereof) behind these so-called “reciprocal” tariffs, including how the formula used is fundamentally flawed, and why some of the moves feel more like political theater than economic strategy.

We also unpack the unintended consequences of targeting key low-cost manufacturing partners outside of China, and how this could backfire on American businesses.

In the second half, Simon goes through 10 companies on his watchlist as recent drawdowns have opened up some compelling long-term opportunities.

Ticker of stocks discussed: TSM, NVDA, CP.TO, UBER, V, MA, AXP, CNQ.TO, MPC, TOU.TO, ASML, ISRG, GOOG

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Expect More Companies to Pull Their 2025 Guidance

Thu, 10 Apr 2025 09:00:00 +0000

In this episode of The Canadian Investor Podcast, we break down a chaotic week in the markets dominated by volatility, misinformation, and tariff uncertainty. We start with a bizarre moment on Truth Social where former President Trump shared a video falsely claiming Warren Buffett endorsed his tariff policies—a claim quickly debunked by Buffett and Berkshire Hathaway.

We then turn to the wild swings in the U.S. markets, including a dramatic intraday reversal driven by conflicting rumors around tariff delays. On the earnings front, we look at two American companies that reported earnings after liberation day and how the tariffs may impact their businesses.

We also discuss how Dollarama continues to outperform expectations, showing strong growth and resilience in a challenging environment. We wrap up with a discussion on how earnings revisions and valuation multiples could create a “double whammy” for investors, with lower earnings and lower investor confidence both weighing on equity markets.

Ticker of stocks discussed: DOL.TO, DAL, LEVI

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Stock Market Sells Off After Tariff Liberation Day

Mon, 07 Apr 2025 09:00:00 +0000

In this episode, we discuss the “reciprocal” tariffs announced by President Trump. The tariffs were far greater than expected which led to the major north american indices shedding 10% and in some instances more in just 2 days.

We go over the methodology behind the new tariff regime and how Canada and Mexico were exempt, and the immediate impact on global markets. We walk through the selloff in equities, rising credit spreads, and the companies most affected—particularly those dependent on global manufacturing like Apple, Nike, and Lululemon.

We also explore the broader implications of this abrupt shift in trade policy: the risk of escalating retaliation, the potential for a global recession, and how investors can think about navigating uncertainty. Finally, we discuss the importance of discipline during volatile markets and why a systematic approach to investing may be more valuable than ever.

Ticker of stocks discussed: RH, FIVE, W, NKE, LULU, ATZ.TO, BBY

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Two Canadian Stocks Facing Tariff Headwinds

Thu, 03 Apr 2025 09:00:00 +0000

In this episode, Simon and Dan break down the high-profile IPO of CoreWeave, the AI-focused cloud provider that started life as a crypto miner and just delivered the biggest U.S. tech IPO since 2021. They also cover the unfolding PR nightmare at Well Health following US regulatory troubles delaying the release of their financial statements.

They also discuss Lululemon’s Q4 earnings and why the stock to a big hit after the earnings release. They finish the episode by talking about BRP’s continued struggles as the recreation vehicle market slows and give their thoughts on the conservatives’ proposed TFSA top-up for Canadian company investments—its merits, its flaws, and why administration could be a mess.

Ticker of stocks discussed: DOO.TO, LULU, CRWV, WELL.TO

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How to Buy, Store and Live on Bitcoin in Canada with BTC Sessions

Wed, 02 Apr 2025 09:00:00 +0000

In this special episode, Simon is joined by fellow Canadian and Bitcoin educator Ben Perrin, better known as BTC Sessions. They dive deep into Bitcoin’s unique value proposition, why self-custody matters, and why Ben believes Bitcoin is more than just an investment. The two discuss common misconceptions, Bitcoin’s energy usage, real-world use cases in Canada, and the implications of CBDCs and government overreach. Ben also shares practical tips for Canadians looking to get started with Bitcoin safely—from choosing a wallet to cold storage and multi-sig setups.

BTCsessions.ca

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https://cbdctracker.org/

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Is it Time To Invest in These 13 Under Pressure Stocks?

Mon, 31 Mar 2025 09:00:00 +0000

In this episode of The Canadian Investor Podcast, we delve into the significant market fluctuations experienced since the beginning of the year, with a particular focus on the transportation and logistics sectors. Despite the prevailing macroeconomic uncertainties, these industries have faced notable drawdowns, potentially unveiling investment opportunities. We discuss 13 prominent companies within these sectors, examining their recent performance and assessing whether the current market sentiment presents a compelling case for investors to explore.

Tickets of stocks/ETFs discussed: CP.TO, CNR.TO, UNP, TFII.TO, R, ODFL, FDX, UPS, CJT.TO, XPO, GXO, 1919, MaerskB

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What Couche-Tard and Lightspeed Are Telling Us About Consumers

Thu, 27 Mar 2025 09:00:00 +0000

In this episode of the Canadian Investor Podcast, Dan and Simon start by discussing Lightspeed’s puzzling revenue guidance downgrade ahead of its capital markets day and why it raises more questions than answers. They also cover Tesla’s steep sales decline in Europe and the mounting brand backlash surrounding Elon Musk. Couche-Tard’s latest results are in—with mixed signals across geographies—and Nike shares tumble after ugly guidance and worsening fundamentals. Finally, FedEx continues to make progress on cost-cutting, but persistent economic weakness has forced yet another revenue downgrade.

Tickets of stocks/ETFs discussed: TSLA, ATD.TO, LSPD.TO, FDX, NKE

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The Hidden Risk Most Investors Ignore

Mon, 24 Mar 2025 09:00:00 +0000

In this episode, Simon breaks down a type of risk that often flies under the radar for everyday investors—counterparty risk. Whether you're dealing with a brokerage, bank, crypto exchange, or even a gold custodian, you're exposed to the risk that the other party might not hold up their end of the deal.

Plus, we touch on lessons from great investors like Bill Nygren and Stan Druckenmiller—including the importance of maintaining conviction in your investment thesis and having the humility to change your mind.

We wrap up with a look at current retail investor allocations and whether markets have become a bit too complacent after a strong year for equities.

Tickets of stocks/ETFs discussed:

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Canadian Inflation Heats Up and Google Makes a $32B Deal

Thu, 20 Mar 2025 09:00:00 +0000

In this episode of the Canadian Investor Podcast, we talk about Canada’s February CPI print that came in much hotter than expected at 2.6% year over year. We also discuss the Bank of Canada’s latest rate cut and how rising inflation will likely make their next interest rate decision even more difficult.

We also dive into Google’s massive $32B acquisition of Wiz, the fastest-growing software company in history, and whether the deal will pass regulatory hurdles. Plus, we analyze earnings from Adobe, Vail Resorts, and Bird Construction, including why Adobe's AI investments aren’t exciting investors and whether Bird's recent stock dip presents an opportunity.

Tickets of stocks/ETFs discussed: GOOG, ADBE, MTN, BDT

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12 Stocks We’re Watching as the Market Pulls Back

Mon, 17 Mar 2025 09:00:00 +0000

Markets hate uncertainty, and it’s showing. We break down the recent volatility, from the steep drawdowns in the Nasdaq and S&P 500 to the tariff-fueled market jitters. We also discuss why knowing what you own and being diversified is so important when markets are volatile.

We also talk about how the recent volatility is creating opportunities for investors with capital to deploy. We highlight stocks on our radar, including TFII, CP, Nvidia, American Express, Costco, and Amazon, and discuss what makes them interesting at these levels. Plus, why sometimes market moves have a clear reason—like tariffs or earnings surprises—and sometimes, why the reason is not as obvious.

Tickets of stocks/ETFs discussed: TFII.TO, CP.TO, NVDA, AXP, COST, AMZN, MDA.TO, TMO, QXO, KSI.TO, EQB.TO, NET

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Investing Opportunities in Market Volatility and the US Bitcoin Reserve

Thu, 13 Mar 2025 09:00:00 +0000

In this episode, we talk about recent market volatility with the NASDAQ dropping 4% in one day, marking its largest single-day decline since 2022. We unpack what's driving this volatility, including uncertainty surrounding tariffs, Trump's ambiguous comments on recession risks, and the unraveling of the Yen carry trade. Big tech companies are feeling the pinch, with Tesla down 46% year-to-date.

We also discuss the U.S. government announcement of a Strategic Bitcoin Reserve and what it could mean going forward. We finish by discussing the recent earnings from Costco's and Franco-Nevada.

Tickets of stocks/ETFs discussed: FNV.TO, COST

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5 Canadian Stocks That Won’t Feel the Impact of Tariffs

Mon, 10 Mar 2025 09:00:00 +0000

The trade war between Canada and the U.S. is evolving fast, and its impact on investors is undeniable. In this episode, we break down the latest developments, including the U.S. granting automakers a temporary exemption and potential carve-outs for agricultural products. Simon shares his critical take on the Canadian government’s counter-tariffs and why they could hit the most vulnerable Canadians hardest.

We also discuss the broader market implications—how uncertainty leads to hesitation in home purchases, business investments, and overall economic activity. But where there’s uncertainty, there’s opportunity. We look at TFII and BRP, two beaten-down stocks that might be worth watching, and highlight five Canadian stocks that should see little impact from tariffs on their businesses.

Finally, we shift gears to the state of retail investing, looking at how the rise of DIY investors post-2020 has shaped risk-taking behavior. Are retail investors making smarter moves, or are we heading toward more speculation with the rise of event contracts and private equity products?

Tickets of stocks/ETFs discussed: AEM.TO, ABX.TO, FNV.TO, WPM.TO, QSR.TO, FTS.TO, IFC.TO, L.TO

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Canadian Banks Face Growing Uncertainty as the Trade War Begins

Thu, 06 Mar 2025 10:00:00 +0000

The tariffs are officially here. As of March 4th, U.S. tariffs on Canadian goods have gone into effect, and Canada has responded with a massive $155 billion counter-tariff package. We break down what’s getting hit, Trudeau’s potential non-tariff measures, and the broader economic implications.

Then, we shift to Canadian bank earnings. TD, RBC, National Bank, and CIBC all reported, giving us a snapshot of how the financial sector is holding up amid rising provisions and economic uncertainty. We analyze key metrics, what CEOs are saying about the economy, and why mortgage delinquency rates are starting to creep up.

Tickets of stocks/ETFs discussed: TD.TO, RY.TO, NA.TO, CM.TO

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Key Takeaways from Warren Buffett’s Shareholder Letter

Mon, 03 Mar 2025 10:00:00 +0000

In this episode, we dive into Paul Graham’s essay on how wealth creation has evolved over the past few decades. We explore why inherited wealth is on the decline, what industries are driving the newest fortunes, and how compounding still remains a powerful path to wealth.

Then, Simon gives his key takeaways from Warren Buffett’s latest letter to shareholders. Including why Buffett prefers to invest in companies rather than to hold bonds, his concerns about the currency and how the underlying businesses that Berkshire owns have been doing.

Tickets of stocks/ETFs discussed: BRK-B

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Loblaw’s Tariff Strategy and TFI International’s Disastrous Quarter

Thu, 27 Feb 2025 10:00:00 +0000

In this episode of The Canadian Investor Podcast, Simon and Dan begin by analyzing Apple's monumental announcement to invest over $500 billion in the United States over the next four years.

The discussion then shifts to TFI International's challenging quarter and the brutally honest commentary provided by their CEO during their conference call. Next, they examine Air Canada's financial turbulence, noting a net loss of $644 million for the quarter and a 54% decline in free cash flow to $1.3 billion for the full year.

Dan then goes over Home Depot's most recent quarter. The conversation covers consumer spending trends, transaction volumes, and the company's cautious outlook for 2025 amid high mortgage rates and a slowdown in building material revenue. Finally, Simon and Dan finish by talking about Loblaw’s most recent quarter and what potential impact tariffs could have on their business.

Tickets of stocks/ETFs discussed: TFII.TO, AAPL, AC.TO, L.TO, HD

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An Intriguing Canadian Small Cap Stock and The Power of Simple Investing Ideas

Mon, 24 Feb 2025 10:00:00 +0000

In this episode, Simon takes a different approach by using a stock screener to uncover a Canadian small-cap company he had never heard of—Calian Group (CGY). He breaks down the company’s diverse business lines, financials, and key questions he’s looking to answer about its long-term potential.

The episode then shifts to the timeless investing lesson of simplicity vs. complexity. Braden discusses why experienced investors often come full circle—starting with simple ideas, getting lost in complexity, and eventually realizing that the best long-term winners are the ones they truly understand. He shares personal examples, including his "stop being an idiot" moment that led him to quadruple down on Constellation Software (CSU), his best investment to date.

Tickets of stocks/ETFs discussed: CGY.TO, CSU.TO, ROP, OTEX.TO, ENGH.TO

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Mixed Results from Two Iconic Canadian Brands

Thu, 20 Feb 2025 10:00:00 +0000

In this episode, we talk about the latest Canadian CPI print that came in at 1.9%. We break down the key components and discuss where CPI could potentially head in the coming months. Meanwhile, U.S. inflation came in hotter than expected at 3%, raising big questions about the Fed’s next move.

On the earnings front, Goeasy continues to post strong growth but with some increased risks as a slowing economy could be problematic for the Canadian subprime lender. We then discuss Canadian Tire’s latest result which might be an indication that things are turning around for the iconic Canadian brand. We finish the episode by talking about Telus outperforming its telecom peers despite industry-wide struggles.

Tickets of stocks/ETFs discussed: GSY.TO, CTC-A.TO, T.TO.

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3 Stocks at Risk from Trump’s New Aluminum & Steel Tariffs

Mon, 17 Feb 2025 10:00:00 +0000

In this episode, Braden shares his first impressions of the cruise industry, how Royal Caribbean built a dominant brand, and whether it’s worth a deeper investment look. We then break down the latest tariff announcements from Trump and their impact on Canadian aluminum and steel exports, including key players like Alcoa, Rio Tinto, and Algoma Steel. Next, we discuss Uber’s record-breaking earnings, its role in the future of autonomous vehicles, and whether it can remain the dominant ride-sharing platform. Finally, we dive into Lightspeed’s questionable capital allocation decisions and what investors should watch for going forward.

Tickets of stocks/ETFs discussed: LSPD.TO, UBER, RCL

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Should You Invest for Dividend Income or Maximize Total Returns?

Thu, 13 Feb 2025 10:00:00 +0000

Following Dan’s debate with Kanwal from Simply Investing, Simon and Dan dive into one of the biggest debates in investing—dividend income vs. total return. They break down the pros and cons of each strategy, discussing capital retention, income predictability, sequence of return risk, and sector concentration. Is relying solely on dividends a sustainable retirement strategy, or does a diversified total return approach offer better long-term outcomes? They also share their own experiences, including how Simon structured his parents' portfolio.

Tickets of stocks/ETFs discussed: NOBL, XIC.TO, CDZ.TO

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Real Estate Trends for 2025 and 12 REITs to Watch

Mon, 10 Feb 2025 10:00:00 +0000

In this episode, Dan Foch from the Canadian Real Estate Investor Podcast joins Simon. The duo takes a deep dive into how Canadian real estate and REITs performed in 2024 and what could shape the market in 2025. They explore why REITs and utilities underperformed compared to stock indices despite expectations of lower interest rates, the challenges posed by tight cap rate spreads, and how different real estate sectors are adapting.

They also discuss key trends in residential, retail, office, industrial, healthcare, and data center real estate—highlighting risks, opportunities, and what investors should watch for in the year ahead. They also provide potential REIT ideas for exposure in specific types of real estate.

Tickers of Stocks/ETFs discussed: AP-UN.TO, HR-UN.TO, GRT-UN.TO, DIR-UN.TO, SRU-UN.TO, REI-UN.TO, CSH-UN.TO, SIA.TO, NHW-UN.TO, EQIX, DLR, AMT

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The Real Cost of Tariffs and What Comes Next for Canada

Thu, 06 Feb 2025 10:00:00 +0000

In this episode, we break down what happened over the last week with the threat of Tariffs on Canada and Mexico. From the initial 25% tariffs on Canada and Mexico to the last-minute deals that temporarily paused them.

We explain how tariffs actually work, who really pays for them, and why Canada is particularly vulnerable in this trade battle. We also explore the broader implications, from potential job losses and a weakening CAD to how this could impact future trade deals, including USMCA.

Plus, we dive into Canada’s need for stronger entrepreneurship and touch on major market moves like NVDA’s $600B one-day crash and China’s growing AI dominance.

Tickers of Stocks/ETFs discussed: NVDA, AMD

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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Asset Allocation ETFs | BMO Global Asset Management

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BoC Cuts Rates Amid Tariff Uncertainty and Big Tech Reacts to DeepSeek

Mon, 03 Feb 2025 10:00:00 +0000

In this episode, we discuss the recent cut of 25bps by the Bank of Canada, bringing the overnight rate to 3%. We break down the key takeaways from Tiff Macklem’s press conference, the uncertainty surrounding tariffs, and why QE could be back on the table if government spending ramps up.

We also break down big tech earnings from Meta, Microsoft, and Apple, analyzing what’s driving their growth and how their AI investment strategies are evolving now that they’ve had nearly two weeks to assess DeepSeek’s newly released LLM.

Finally, we discuss the latest results from CP and CN Rail, why Dan sold his CN shares for CP, and what the numbers reveal about the broader economy.

Tickers of Stocks/ETFs discussed: CNR.TO, CP.TO, MSFT, AAPL, META

Apple Podcast - The Canadian Real Estate Investor

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!

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Nvidia Loses a Record Breaking $600 Billion in Market Cap

Thu, 30 Jan 2025 10:00:00 +0000

DeepSeek’s latest AI model sent shockwaves through the market, triggering the largest single-day market cap decline in history. Simon and Dan break down what makes DeepSeek-R1 different, why its cost efficiency could challenge Nvidia’s dominance, and how this news could reshape the AI landscape. They also discuss the implications for Big Tech’s massive AI investments, the impact on power-generating companies, and whether Nvidia’s drop was an overreaction.

Plus, earnings updates from American Express and Goodfood provide insight into consumer spending trends.

Tickers of Stocks/ETFs discussed: NVDA, AXP, FOOD.TO

Apple Podcast - The Canadian Real Estate Investor

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!

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30 Stocks For Contrarian Investors

Mon, 27 Jan 2025 10:00:00 +0000

In this episode, we explore where value might be hiding in today's high-valuation market. From overlooked oil and gas plays to global opportunities in Japanese railways and Chinese big tech, we break down areas of potential interest for savvy investors. We also discuss the pitfalls and potential in pharma, defense, and precious metal miners, as well as the challenges pandemic darlings face in a post-COVID world.

Plus, Braden dives into the concept of quality in investing, inspired by Dev Kantesaria of Valley Forge Capital. Discover why the intersection of growth and predictability defines great companies and how this framework can help you identify enduring opportunities in any market environment.

Tickers of Stocks/ETFs discussed: HAL, TVK.TO, CNQ.TO, TOU.TO, ENB.TO, TRP.TO, KMI, MPC, JNJ, PFE, MRK, LLY, NVO, KVUE,PPH, IHE, ZHU.TO, LMT, UNP, 9020, KWEB, BABA, FNV.TO, WPM.TO, ABX.TO, NGT.TO, GDX, GDXJ, ZGD.TO, DOO.TO, 7309

Apple Podcast - The Canadian Real Estate Investor

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!

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Trump’s Meme Coin Frenzy, Tariff Drama, and Canada’s Inflation Breakdown

Thu, 23 Jan 2025 10:00:00 +0000

In this episode of The Canadian Investor Podcast, we discuss the latest Canadian CPI data, which reveals the impact of the GST break and implications for interest rate cuts. We discuss Donald Trump's potential 25% tariffs on Canadian goods and the launch of the Trump and Melania meme coins.

We also take a look at the recent earnings from BlackRock earnings, Cogeco Communications and Richelieu Hardware. Finally, we reflect on the disbanding of Hindenburg Research and its legacy in short selling.

Tickers of Stocks/ETFs discussed: BLK, RCH.TO, CCA

Apple Podcast - The Canadian Real Estate Investor

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!

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Has Adobe Become a Value Stock?

Mon, 20 Jan 2025 10:00:00 +0000

In this episode, we dive into the world of leveraged ETFs, exploring how they amplify exposure to assets through debt and derivatives. From the explosive growth in leveraged ETF inflows to the risks of daily rebalancing and long-term viability, we break down what investors need to know before jumping into these high-risk, high-reward products.

Braden also takes a dive into Adobe, one of the most underappreciated giants in the tech world. Despite looming threats from generative AI and evolving competition from Figma and Canva, Adobe remains a very profitable business trading at cheaper valuation than other large tech stocks. The question with Adobe is simple. Is this growth sustainable for the long term?

Tickers of Stocks/ETFs discussed: ADBE, HCAL, NVDL

Apple Podcast - The Canadian Real Estate Investor

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!

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Aritzia’s Turnaround and How to Own Bitcoin

Thu, 16 Jan 2025 10:00:00 +0000

In this episode, Simon goes over the alarming findings from the latest MNP Consumer Debt Index. How Canadians are grappling with financial strain, rising insolvency fears, and shrinking disposable incomes, despite declining interest rates.

Simon also analyzes Terravest’s impressive Q4 and full-year results, highlighting their growth, acquisitions, and dividend increase. Aritzia’s standout Q3 performance takes the spotlight, with soaring U.S. revenues and a focus on e-commerce paying off in a big way.

Additionally, Simon finishes the podcast by covering BlackRock’s launch of a Bitcoin ETF in Canada and what it means for the competitive landscape of crypto investing. For listeners curious about Bitcoin, Simon shares a simplified guide on how to buy and store it securely, including insights into cold storage, multisig wallets, and the pros and cons of various options.

Tickers of Stocks/ETFs discussed: TVK.TO, ATZ.TO, IBIT.TO

Apple Podcast - The Canadian Real Estate Investor

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!

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5 Signs a Business Has Staying Power

Mon, 13 Jan 2025 10:00:00 +0000

In this episode of The Canadian Investor Podcast, we dive into the fundamentals of Porter’s Five Forces, exploring how shifts in industry dynamics create opportunities for savvy investors. Using real-world examples like TSMC and Delta Airlines, we analyze how changes in competition, bargaining power, and substitutes impact profitability.

We also break down the complexities of bond investing, contrasting the benefits and risks of bond ETFs versus holding individual bonds. From liquidity to inflation risks and the influence of government policies, this segment will help you better understand the current bond market landscape.

Tickers of Stocks/ETFs discussed: TSM, DAL

Apple Podcast - The Canadian Real Estate Investor

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!

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Portfolio Rules, Hedging Strategies, and Leveraging a Weak Loonie

Thu, 09 Jan 2025 10:00:00 +0000

In this episode, we tackle listener questions on portfolio allocation, diversification, and investment strategies. Simon and Dan share their personal approaches to asset, sector, and geographical weightings, emphasizing the importance of individualizing your portfolio to fit your goals, risk tolerance, and financial situation.

Tickers of Stocks/ETFs discussed: XYLD, SPY, VSP.TO, ZUE.TO, VFV.TO, VOO, XAW.TO

Apple Podcast - The Canadian Real Estate Investor

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!

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6 Stocks Simon Sold

Mon, 06 Jan 2025 10:00:00 +0000

In this episode, Simon starts by giving props to Braden for one of his bold predictions coming through on the last day of 2024. Simon then goes over the stocks he sold in 2024 and how they’ve performed since he sold each position.

We wrap up the episode with Braden going over the metric he uses the most for screening for companies. He goes over the pros and cons of the metric and why he uses it so often.

Tickers of stocks discussed: AP-UN.TO, ASML, EQIX, HD, SHOP.TO, PSCT, SFTC.TO

Apple Podcast - The Canadian Real Estate Investor

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!

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Our 2025 Bold Predictions

Thu, 02 Jan 2025 10:00:00 +0000

In this special new year episode, Simon, Dan, and Braden review their 2024 bold predictions and give some fresh bold predictions for the year ahead.

From the future of Bitcoin, Canadian banks, and BCE’s dividend, to Shopify’s rise and the fate of the Canadian dollar, the trio shares their bold takes on what the new year could hold.

Tickers of stocks discussed: BCE.TO, SHOP.TO, RY.TO, BLK, BX, DKNG, HOOD, COIN, CME

Apple Podcast - The Canadian Real Estate Investor

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!

Asset Allocation ETFs | BMO Global Asset Management

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The Top Stories of 2024 for Canadian Investors

Mon, 30 Dec 2024 10:00:00 +0000

In this episode of The Canadian Investor Podcast, we explore the major investing stories of 2024 that reshaped financial markets. We begin with the Bank of Canada’s aggressive 175-basis-point rate cuts and their ripple effects across the economy. Next, we analyze the sharp decline of the Canadian dollar against the U.S. dollar, plunging to levels not seen in two decades.

We also dive into Bitcoin’s extraordinary 2024, driven by spot ETF approvals, the halving, and unexpected political tailwinds. Additionally, we highlight gold’s resurgence, the wave of small-cap Canadian acquisitions, and the top-performing sectors in Canadian and U.S. markets this year.

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
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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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10 ETFs on Our Watchlist For the New Year

Thu, 26 Dec 2024 10:00:00 +0000

In this episode, we dive deep into the U.S. Federal Reserve's latest rate cut announcement, bringing the fed funds rate down by 25bps for their final decision of the year. We discuss why markets reacted sharply to the news and what it means for investors.

We also spotlight 10 ETFs to watch for 2025. From strategies to hedge against the "Magnificent Seven" in the S&P 500 to leveraging rate-sensitive sectors like utilities, we cover it all.

Tickets of ETFs discussed: ZGLD.TO, ZLB.TO, CLU.TO, PRF, RSP, FBTC.TO, ZEO, HXE, HUTS.TO, UBIL-U.TO

Apple Podcast - The Canadian Real Estate Investor

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!

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What Canada's Fall Economic Statement Means for Investors

Mon, 23 Dec 2024 10:00:00 +0000

In this episode, we dive into Canada's Fall Economic Statement, unpacking the key takeaways for investors and what it means for Canada’s fiscal situation for the years to come.

We also look at the S&P 500 historical returns by year and how having back to back 20%+ years is very rare.

Apple Podcast - The Canadian Real Estate Investor

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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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Two Retail Stocks Crushing It and One That’s Falling Behind

Thu, 19 Dec 2024 10:00:00 +0000

In this episode, we dive into Canada's latest CPI data, with inflation now sitting below the Bank of Canada’s target, and what it means for policy rates heading into 2025. We analyze the Bank of Canada’s final 2024 announcement, including a 50-basis point rate cut and its implications for the economy, housing, and inflation.

We also cover earnings updates from major Canadian and global retailers like Costco, Canadian Tire, and Lululemon, highlighting consumer spending trends, deflation in discretionary goods, and how businesses are adapting to a challenging environment. Plus, we look at BRP’s strategy amidst economic headwinds and why long-term investors might still find value in this cyclical company.

Tickers of stock discussed: DOO.TO, LULU, COST, CTC-A.TO

Apple Podcast - The Canadian Real Estate Investor

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!

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A Simple Retirement Income Strategy and Canada’s Urgent Need for Private Sector Growth

Mon, 16 Dec 2024 10:00:00 +0000

In this episode of The Canadian Investor Podcast, we dive into alternative strategies for retirement income, including a simple and dynamic approach to replace the traditional 4% rule. Simon explores the pros, cons, and practical ways to implement this strategy while focusing on capital preservation and variable income management in retirement.

We also highlight the G7 productivity gap, with Canada lagging behind its peers, and why it’s time for bold policy changes to support private-sector growth. Inspired by Shopify’s leadership, Braden and Simon share their thoughts on the long-term impact of inefficient policies and the urgent need for a shakeup in Canada’s economic direction.

We finish the episode by looking at two Canadian stocks on our radar.

Tickers of stock discussed: DOO.TO, KSI.TO

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Signs Markets Might be Peaking and Mixed Results from Canadian Banks

Thu, 12 Dec 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Bitcoin: A Global Liquidity Barometer

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Year-End Changes We are Making to our Portfolios

Mon, 09 Dec 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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!

See omnystudio.com/listener for privacy information.

What Subprime Lending Growth is Telling Us About the Economy

Thu, 05 Dec 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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!

See omnystudio.com/listener for privacy information.

Home Ownership on The Decline in Canada?

Mon, 02 Dec 2024 10:00:00 +0000

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.

Apple Podcast - The Canadian Real Estate Investor

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!

See omnystudio.com/listener for privacy information.

Canadian Stocks We Like

Thu, 28 Nov 2024 10:00:00 +0000

It's a TSX stock roundup as Braden and Dan discuss results from Canadian companies.

Tickers of stock discussed: ATD, WSP, L, TVK, SHOP

Apple Podcast - The Canadian Real Estate Investor

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!

See omnystudio.com/listener for privacy information.

Markets Are Ripping & Gen Z Trends

Mon, 25 Nov 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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!

Beam Radiology - Consultation Request

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Why Buffett’s Cash Pile Is Growing and Bitcoin’s Post-Election Surge

Mon, 18 Nov 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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!

See omnystudio.com/listener for privacy information.

Trump's Win and What It Means for Canadian Investors

Thu, 14 Nov 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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!

See omnystudio.com/listener for privacy information.

Selling Gold, Understanding Warrants, and Investing in a Rate-Cutting Environment

Mon, 11 Nov 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
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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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Saving For A Down Payment In An Expensive Real Estate Market - Part 2

Thu, 07 Nov 2024 10:00:00 +0000

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.

Apple Podcast - The Canadian Real Estate Investor

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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!

Hindenburg Research SMCI report

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Why Tech Giants Are Betting Big on Nuclear Power

Mon, 04 Nov 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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!

See omnystudio.com/listener for privacy information.

Bank of Canada Cuts and the Case for Gold Miners

Thu, 31 Oct 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
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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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The Biggest Financial Mistake I Ever Made

Mon, 28 Oct 2024 09:00:00 +0000

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.

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Will Couche-Tard’s $65B Bid for 7-Eleven Succeed?

Thu, 24 Oct 2024 09:00:00 +0000

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

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How Small Regular Investments Create Big Gains Over Time

Mon, 21 Oct 2024 09:00:00 +0000

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

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What Does TD's AML Settlement Mean for Investors?

Thu, 17 Oct 2024 09:00:00 +0000

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

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5 Reasons To Be Bullish on Stocks and Assets

Mon, 14 Oct 2024 09:00:00 +0000

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

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September 2024 Canadian ETF Fund Flows

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Will Canadian ETF Inflows Hit an All-Time High in 2024?

Thu, 10 Oct 2024 09:00:00 +0000

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.

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

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The Case for Only Investing in Canadian Dividend-Paying Stocks

Mon, 07 Oct 2024 09:00:00 +0000

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

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Visa's Antitrust Showdown & Lightspeed Looking for Buyers

Thu, 03 Oct 2024 09:00:00 +0000

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

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The Business of OnlyFans & the Contrarian Case for Chinese Stocks

Mon, 30 Sep 2024 09:00:00 +0000

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

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BCE Sells a Prime Asset and FedEx’s Bearish Guidance

Thu, 26 Sep 2024 09:00:00 +0000

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

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Hot Stock Tips & 2024’s Best Performing Sectors

Mon, 23 Sep 2024 09:00:00 +0000

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

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Canadian Real Estate Investor - How 30-Year Amortizations Will Impact Canadians (Apple Podcast)

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Gold ETF Inflows Increase and Canada Makes Major Mortgage Changes

Thu, 19 Sep 2024 09:00:00 +0000

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 (Spotify)

Canadian Real Estate Investor - How 30-Year Amortizations Will Impact Canadians (Web player)

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Corporate Venture Bets and an All-Weather Retirement Portfolio

Mon, 16 Sep 2024 09:00:00 +0000

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

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Subprime Lending Skyrockets as Cyclical Stocks Face Challenges

Thu, 12 Sep 2024 09:00:00 +0000

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

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Equifax Canadian consumer report

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Where to Park Your Cash and Why Canadian Savings Rates Are Surging

Mon, 09 Sep 2024 09:00:00 +0000

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

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Betting on Canada is Working for These Canadian Banks

Thu, 05 Sep 2024 09:00:00 +0000

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

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Two Stocks on Our Watchlist and Tracking the Right Metrics

Mon, 02 Sep 2024 09:00:00 +0000

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

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Canadian Banks Set More Aside for Bad loans

Thu, 29 Aug 2024 09:00:00 +0000

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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The Best 30 Canadian Compounders Ranked

Mon, 26 Aug 2024 09:00:00 +0000

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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3 Under the Radar Canadian ETFs

Thu, 22 Aug 2024 09:00:00 +0000

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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Berkshire’s Record Cash Pile and Retirement Income Accounts

Mon, 19 Aug 2024 09:00:00 +0000

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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Consumers are Cutting Back and Companies are Feeling the Pinch

Thu, 15 Aug 2024 09:00:00 +0000

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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Should You Buy, Hold or Sell during Market Sell-offs?

Mon, 12 Aug 2024 09:00:00 +0000

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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Volatile Markets and Trouble at BCE and Starbucks

Thu, 08 Aug 2024 09:00:00 +0000

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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Buying Back Shares for the Wrong Reasons and Private Credit

Mon, 05 Aug 2024 09:00:00 +0000

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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The Current and Future State of Canada's Economy with Rich Dias

Thu, 01 Aug 2024 09:00:00 +0000

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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Our Biggest Opportunity Ever?

Mon, 29 Jul 2024 09:00:00 +0000

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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Canadian ETFs Hit Record Inflows in June

Thu, 25 Jul 2024 09:00:00 +0000

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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Stocks to Watch for the 2nd half of 2024

Mon, 22 Jul 2024 09:00:00 +0000

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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Inflation Stays Below 3% and Aritzia Rebounds

Thu, 18 Jul 2024 09:00:00 +0000

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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The Most Bought Stocks by Canadian Investors

Mon, 15 Jul 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Beer Sales Up and Bitcoin Takes a Dive

Thu, 11 Jul 2024 09:00:00 +0000

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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Are we in an AI bubble?

Mon, 08 Jul 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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The Best Ways to Convert CAD to USD and Investing at All-Time Highs

Thu, 04 Jul 2024 09:00:00 +0000

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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Are Buybacks Distorting Stock Prices?

Mon, 01 Jul 2024 09:00:00 +0000

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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CPI Accelerates and More Losses for Cannabis Stocks

Thu, 27 Jun 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Top 5 Canadian ETF by Inflows and Dealing with Questionable Management

Mon, 24 Jun 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Will Regulators Approve National Bank’s CWB Acquisition?

Thu, 20 Jun 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Top 10 Performing TSX Stocks This Year

Mon, 17 Jun 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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The Long Awaited BoC Rate Cut is Here. Now What?

Thu, 13 Jun 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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How Many Stocks is Too Many?

Mon, 10 Jun 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Mixed Results for Canada’s Big Banks

Thu, 06 Jun 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Stats Canada - Age of Disability Study

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Two Stocks We Added to Our Watchlist

Mon, 03 Jun 2024 09:00:00 +0000

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 - 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

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Nvidia is Unstoppable and Trouble at Lululemon

Thu, 30 May 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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5 Small Canadian Stocks & 10 Sector-Specific ETFs

Mon, 27 May 2024 09:00:00 +0000

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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Will Slowing Inflation Lead to Interest Rate Cuts?

Thu, 23 May 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Why Gold and Bitcoin Provide Money Printing Insurance

Mon, 20 May 2024 09:00:00 +0000

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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The Return of Meme Stocks and Canadians Spending Less

Thu, 16 May 2024 09:00:00 +0000

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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Canada’s Consumer-Drive Banking Framework

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Dealing with Investing Biases and Will Open Banking Increase Competition?

Mon, 13 May 2024 09:00:00 +0000

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.

Tickers of stock discussed: QSR.TO, ASML

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Higher Profits for Loblaws and Slowing Growth for Air Canada

Fri, 10 May 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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More Trouble for TD and Apple’s Slowing Sales

Thu, 09 May 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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The investor who made 325x their money

Mon, 06 May 2024 09:00:00 +0000

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

NY Fed BNPL Study

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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Alphabet Impresses while Meta and Tesla Disappoint

Thu, 02 May 2024 09:00:00 +0000

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.

Apple Podcast - The Canadian Real Estate Investor

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Should you Invest in Stocks or Real Estate ? Part 1

Mon, 29 Apr 2024 09:00:00 +0000

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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Listen to Part 2 of the episode:

Q4 2023 Fed Household Debt Survey

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Tax Changes, Bitcoin Halving, and Netflix's Metrics Shift

Thu, 25 Apr 2024 09:00:00 +0000

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.

Stocks discussed in this episode: MA, FOOD.TO, AXP, V, NFLX

Apple Podcast - The Canadian Real Estate Investor

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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Is BCE’s Dividend at Risk of Being Cut?

Mon, 22 Apr 2024 09:00:00 +0000

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,

Apple Podcast - The Canadian Real Estate Investor

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Tesla Layoffs, Canadian CPI and Jamie Dimon’s Warning

Thu, 18 Apr 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Simon’s 20 year investing learnings & Reddit SEO Juice

Mon, 15 Apr 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Dollarama Keeps Rolling and Another Canadian Company Goes Private

Thu, 11 Apr 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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10 lessons over 10 years & Two stocks we like

Mon, 08 Apr 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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2024 Has a New Meme Stock and Nuvei Goes Private

Thu, 04 Apr 2024 09:00:00 +0000

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.

Apple Podcast - The Canadian Real Estate Investor

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The Chocolate Crisis and Should we sell this Data Centre REIT?

Mon, 01 Apr 2024 09:00:00 +0000

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.

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

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See omnystudio.com/listener for privacy information.

Reddit’s Post IPO Surge and Headwinds for Fashion Stocks

Thu, 28 Mar 2024 09:00:00 +0000

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.

Apple Podcast - The Canadian Real Estate Investor

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!

See omnystudio.com/listener for privacy information.

How Important is Luck when Picking Stocks?

Mon, 25 Mar 2024 09:00:00 +0000

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.

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

CBC 2017 Go Public investigation

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Big 5 Banks Deceiving Customers and Nuvei’s Potential Buyout

Thu, 21 Mar 2024 09:00:00 +0000

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 2024 marketplace investigation

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

What Financial Planning Should Look Like with Mark McGrath

Mon, 18 Mar 2024 09:00:00 +0000

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.

Mark’s twitter: @MarkMcGrathCFP

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Canadians Love Costco & CPP’s Fire Sale

Thu, 14 Mar 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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!

See omnystudio.com/listener for privacy information.

The Best Businesses in the World A to Z (List) - TCI Rewind

Mon, 11 Mar 2024 09:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Canadian Banks Set Aside More Money for Bad Loans

Thu, 07 Mar 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Randy Cohen Blog on 60/40 performance

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Modern Portfolio Theory and US Spot Bitcoin ETFs Beat Expectations

Mon, 04 Mar 2024 10:00:00 +0000

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.

The Block Bitcoin Flow Charts

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Nvidia’s Market Cap hits 2T and the Start of Canadian Bank Earnings

Thu, 29 Feb 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

4 Stocks on Our Watchlist for 2024

Mon, 26 Feb 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Slowing Inflation and Canadian Tire's Terrible Quarter

Thu, 22 Feb 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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8 Red Flags When Analyzing a Stock

Mon, 19 Feb 2024 10:00:00 +0000

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.

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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More Trouble for US Regional Banks and BCE Struggles

Thu, 15 Feb 2024 10:00:00 +0000

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,

Apple Podcast - The Canadian Real Estate Investor

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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!

See omnystudio.com/listener for privacy information.

China’s Economic Challenges and Investing at All Time Highs

Mon, 12 Feb 2024 10:00:00 +0000

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.

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

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Meta’s Historic Jump and Metro Increases its Dividend

Thu, 08 Feb 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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These 4 Quebec Rollups have Crushed the TSX

Mon, 05 Feb 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Tesla Slumps, Shipping Woes, and Leon's Real Estate Leap

Thu, 01 Feb 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

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!

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20 Important Metrics When Analyzing a Stock

Mon, 29 Jan 2024 10:00:00 +0000

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!

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Shareholder Drama and TSMC Gets a Boost from AI

Thu, 25 Jan 2024 10:00:00 +0000

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

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Why This is a Stock Picker’s Market and a TFSA Mistake to Avoid

Mon, 22 Jan 2024 10:00:00 +0000

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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What Canadian Banks CEOs are Saying About 2024

Thu, 18 Jan 2024 10:00:00 +0000

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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Why 2023 Was a Bad Year for Canadian IPOs

Mon, 15 Jan 2024 10:00:00 +0000

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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EY IPO Market Trends of 2023

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US Approves Spot Bitcoin ETFs and a Surprise Dividend Cut

Thu, 11 Jan 2024 10:00:00 +0000

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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15 ETFs and Investing Goals for 2024

Mon, 08 Jan 2024 10:00:00 +0000

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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Will Canadian Real Estate Rebound in 2024?

Thu, 04 Jan 2024 10:00:00 +0000

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!

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Our 2024 Bold Predictions

Mon, 01 Jan 2024 10:00:00 +0000

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!

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2023 Year in Review

Thu, 28 Dec 2023 10:00:00 +0000

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!

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List of 100 Quality Stocks

Mon, 25 Dec 2023 10:00:00 +0000

Braden interviews the newest employee at FinChat, Ryan Henderson, to discuss quality investing and opportunities in some 'unloved' names and sectors.

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Mailbag Episode: Emerging Markets & Fixed Income Allocation, DCA vs. Lump Sum and more!

Thu, 21 Dec 2023 10:00:00 +0000

In this episode, Simon and Dan answer investing questions from listeners. Thank you to all of those who submitted their questions!

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Is Private Equity Really Outperforming Index Funds?

Mon, 18 Dec 2023 10:00:00 +0000

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.

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Have We Seen the Last Rate Hike from the BoC?

Thu, 14 Dec 2023 10:00:00 +0000

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

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Tier Ranking 25 of the Largest Canadian Stocks

Mon, 11 Dec 2023 10:00:00 +0000

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

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Canadian Bank Earnings Takeaways and Remembering Charlie Munger

Thu, 07 Dec 2023 10:00:00 +0000

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

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What it Takes to Get Added to the S&P 500

Mon, 04 Dec 2023 10:00:00 +0000

In this episode, Braden starts by going over the criteria it takes for companies to be added to the S&P 500 and why investing in an ETF that tracks the index is one of the best trend following strategies. We then talk about owning bond ETFs vs. individual bonds and why Bitcoin has had such good returns so far this year.

Tickers of stocks discussed: XCB.TO

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Scotiabank Sets Aside Over a Billion for Credit Losses

Thu, 30 Nov 2023 10:00:00 +0000

In this episode, Simon and Dan start the episode by talking about Scotiabank’s bad earnings results and if it is a sign of things to come for Canadian banks. We then talk about Binance settlement with the department of justice, Biosteel assets being sold out of bankruptcy, Black Friday sales numbers and Wealthsimple new private equity offering.

Tickers of stocks discussed: BNS.TO

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Celebrating Charlie Munger: Five Famous Quotes (Special Episode)

Tue, 28 Nov 2023 22:39:39 +0000

Braden hops on the mic for a few minutes to celebrate the life of Charlie Munger. Rest in Peace, Charlie.

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Keeping it Simple with Index Investing and Building a Business with AI

Mon, 27 Nov 2023 10:00:00 +0000

In this episode, Simon gives an update on recent developments about OpenAI and the news that Sam Atlman will finally be returning. Braden gives his opinion on the situation as the co-founder of Finchat.io which is built on OpenAI’s ChatGPT API. We then go over some frequently asked questions about index investing.

Tickers of stocks discussed: VUN.TO, VFV.TO

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OpenAI Drama and Canadian Grocers Report Earnings

Thu, 23 Nov 2023 10:00:00 +0000

In this episode, we start by talking about the Canadian October CPI Print and the drama that unfolded over the weekend with OpenAI and its former CEO Sam Altman. We then look at earnings from Walmart, Metro, Loblaws and Canadian REITs.

Symbols of stocks discussed: WMT, MSFT, L.TO, MRU.TO, TNT.UN, SOT.UN, INO.UN

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Talking Bitcoin Adoption with Peter McCormack

Wed, 22 Nov 2023 10:00:00 +0000

In this special Wednesday release, Simon interviews Peter McCormack from the What Bitcoin Did podcast. We talk about inflation, rising government debt, potential for a BlackRock Bitcoin ETF and why there are more people adopting Bitcoin.

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What Bitcoin Did Podcast

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This Boring Retail Stock has Crushed the S&P 500

Mon, 20 Nov 2023 10:00:00 +0000

In this episode, Braden starts by talking about his recent visit to New York City as part of a fintech conference. Simon then goes over what a target date fund is and if the new Lifepath ETF offered by BlackRock is a good option for self directed investors. We finish by talking about two stocks that are on our watchlist.

Tickers of stocks discussed: TSCO, UBER, iShares Lifepath ETFs

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Sales Drop at Canadian Tire and Home Depot

Thu, 16 Nov 2023 10:00:00 +0000

In this episode, we start by talking about the US CPI print that came in lower than expected and the market rallying on the news. We then discuss the earnings of Canadian Tire, Home Depot, Canopy Growth and Cineplex.

Symbols of stocks discussed: CTC-A.TO, HD, WEED.TO, CGX.TO

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How we Spend and Save Money - Going Over Our Monthly Budget

Mon, 13 Nov 2023 10:00:00 +0000

In this episode, Simon and Braden talk about the importance of a budget and go over their own monthly budget. They talk about what items they try and save the most money on and what they splurge on from time to time. This episode was perfectly timed for Financial Literacy Month in Canada. The episode finishes with Simon discussing open banking with Faye Pang from xero.com.

Apple Podcast - The Canadian Real Estate Investor

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Canada Goose Slashes Guidance and Brookfield Short Report

Thu, 09 Nov 2023 10:00:00 +0000

In this episode, we start by talking about Sam Bankman-Fried being found guilty, WeWork filing for bankruptcy, Brookfield Infrastructure Partners Short Report, Canada Goose earnings and TMX Group earnings.

Symbols of stocks discussed: BIPC.TO, GOOS.TO, X.TO

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Revealing our Entire Portfolios - Part 2

Mon, 06 Nov 2023 10:00:00 +0000

In this episode, Simon and Braden talk about the rest of their portfolio as they go over what KPI they regularly track for each of their holdings.

Ticker of stocks discussed: ISRG, MA, V, WSP.TO, TTD, TFII.TO, SHOP.TO, SPGI, ROP, MSFT, MA, BIL, PSU-U.TO, PSCT, HD, AXON, GRT-UN.TO

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Air Canada’s Strong Quarter and BlackBerry Gets a New CEO

Thu, 02 Nov 2023 09:00:00 +0000

In this jam-packed episode, Dan and Simon start by discussing the recent Bank of Canada rate hold and John Chen leaving BlackBerry for retirement. We then talk about the earnings from Air Canada, Allied Property Reit, Canadian National Rail, Alphabet, Microsoft and Amazon.

Symbols of stocks discussed: BB.TO, AC.TO, AP-UN.TO, CNR.TO, GOOG, MSFT, AMZN

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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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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Revealing our Entire Portfolios - Part 1

Mon, 30 Oct 2023 09:00:00 +0000

In this episode, Simon and Braden go over what Key Performance Indicators (KPI) they regularly track for each of their personal holdings.

Ticker of stocks discussed: GOOG, ASML, ADSK, BAM.TO, BN.TO, DOO.TO, CASH.TO, EQIX, EQB.TO, BEPC.TO, BIPC.TO, CNQ.TO, CNR.TO, LULU

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Elon Musk Warns Investors and Brookfield’s Offer to Shareholders

Thu, 26 Oct 2023 09:00:00 +0000

In this episode, Simon is once again joined by Dan Kent from stocktrades.ca. They go over the recent earnings from Tesla, TFI International and Netflix. They also talk about the recent offer from Brookfield Corporation for shareholders and what the volatility in the bond market means for investors.

Ticker of stocks discussed: BN.TO, BNRE.TO, TFII.TO, TOUT.TO, XOM, CVX, TSLA, NFLX,

Apple Podcast - The Canadian Real Estate Investor

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Is US Expansion Realistic for Canadian Cannabis Companies?

Mon, 23 Oct 2023 09:00:00 +0000

In this episode, Braden goes over his framework for selling while Simon explains how the US Federal Reserve System works. We finish the episode by looking at some recent developments in the US Cannabis space and what it means for Canadian Cannabis Companies.

Apple Podcast - The Canadian Real Estate Investor

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A Canadian Toy Company gets Bigger and Call of Duty is Now Part of Microsoft

Thu, 19 Oct 2023 09:00:00 +0000

In this episode, we start by talking about Microsoft finally closing the acquisition of Activision Blizzard. We then talk about recent US and Canada inflation prints, Spin Master Corp announcing that it is buying Melissa and Doug and big news on the Semiconductor front. We finish the episode by going over the recent earnings from JP Morgan and the recent uptick in IPOs.

Symbols of stocks & ETF discussed: MSFT, TOY.TO, JPM,

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TD investor Index

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The Top 10 Bought and Sold Stocks by Canadians in September

Mon, 16 Oct 2023 09:00:00 +0000

In this episode, we go over the most bought, sold and held stocks by Canadians according to the TD direct investing index. We talk about a mindset for selling and stocks on our radar.

Symbols of stocks & ETF discussed: O, ENB.TO, WEED.TO, TSLA, SHOP, BCE.TO, NVDA, T.TO, AAPL, BNS.TO, TD.TO, SU.TO, ACB.TO, AMZN, CM.TO, NFLX, WISE, ADYEN

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TD investor Index

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Will Splitting BlackBerry in Two Companies Work?

Thu, 12 Oct 2023 09:00:00 +0000

In this episode, we talk about Blackberry announcing that it would split itself into two publicly listed companies. We then talk about Laurentian Bank getting a new CEO and have a look at the most recent Canadian employment numbers.

Symbols of stocks & ETF discussed: BB.TO, LB.TO

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Dividend Stocks Are Getting Crushed

Mon, 09 Oct 2023 09:00:00 +0000

In this regular episode, Braden starts by talking about a company he’s recently added to his portfolio. Simon goes over why many high yielding dividend stocks are seeing significant drawdowns. We finish the episode by going over the start of SBF’s trial in New York.

Symbols of stocks & ETF discussed: ASML, USRT, XRE.TO, XUT.TO, IDU, BEPC.TO, AP-UN.TO

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Will Aritzia be Able to Return to Growth?

Thu, 05 Oct 2023 09:00:00 +0000

Simon is joined by Dan Kent from stocktrades.ca to go over the recent earnings and news. During the episode, Simon and Dan discuss the latest earnings from Aritzia and Costco. They also discuss the ongoing negotiations between the unionized auto workers and the Big 3 US car makers.

Symbols of stocks discussed: F, ATZ.TO, GM, COST, PLC.TO

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The Bull and Bear Case for Enbridge with The Dividend Guy

Mon, 02 Oct 2023 09:00:00 +0000

Simon is joined by the Dividend Guy himself, Mike Heroux. Mike hosts two podcasts and is active both on youtube and Twitter. During the episode, Simon and Mike go over Enbridge as an investment and whether it is a good dividend play going forward.

Symbols of stocks discussed: ENB.TO

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Mike’s Twitter: @thedividendguy

Mike’s youtube channel: https://www.youtube.com/@DividendGuy/featured

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Making Sense of Canada’s Economy with Richard Dias

Thu, 28 Sep 2023 09:00:00 +0000

In this episode, Simon talks with Richard Dias from the Loonie Hour and PGM Global. Richard is a macro expert and we talk about the state of the Canadian economy and where it's heading.

Symbols of stocks discussed:

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6 Stocks to Hold for the next Decade

Mon, 25 Sep 2023 09:00:00 +0000

In this episode, we talk about 3 stocks that we would each own if we were stranded on a desert island and couldn’t sell them for 10 years.

Symbols of stocks discussed: ROP, COST, CNR.TO, ISRG, HD, L.TO

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BioSteel Files for Bankruptcy and Grocery CEOs Meet with Ottawa

Thu, 21 Sep 2023 09:00:00 +0000

In this episode, we cover the Canadian August CPI print come in higher than expected, the founder of Indigo returning as CEO, Grocery CEOs meeting with the federal government to stabilize food prices, Biosteel filling for bankruptcy, Dollarama earnings and the recent debenture offering from Constellation software.

Symbols of stocks discussed: IDG.TO, L.TO, MRU.TO, DOL.TO, EMP-A.TO, WEED.TO, CSU.TO

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What’s Happening with Indigo and Competitive Advantages

Mon, 18 Sep 2023 09:00:00 +0000

In this episode of the Canadian Investor Podcast, we start by talking about different competitive advantages, a look back at how Indigo Chapters has performed in the past two years and Simon discusses a potential change in his investment portfolio.

Symbols of stocks discussed: IDG.TO

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Enbridge to Become Largest Gas Utility in North America

Thu, 14 Sep 2023 09:00:00 +0000

In this episode of the Canadian Investor Podcast, we start by talking about the Bank of Canada pause, Enbridge’s acquisition of dominion gas storage and utility assets and the instacart IPO.

Symbols of stocks discussed: CART, ENB.TO

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital

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Stock Lending Programs and July’s Most Traded Stocks

Mon, 11 Sep 2023 09:00:00 +0000

In this episode of the Canadian Investor Podcast, we talk about 7 virtues of investors, TD’s investor sentiment index and the most traded stocks according to that index. We finish the episode by talking about Wealthsimple’s new stock lending program.

Symbols of stocks discussed: TSLA, TRP, T, SHOP, ENB.TO, TD.TO, NVDA, MSFT, BNS.TO, BCE.TO

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital

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TD Investor Sentiment Index

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Are Canadian Banks Preparing for a Recession?

Thu, 07 Sep 2023 09:00:00 +0000

In this episode of the Canadian Investor Podcast, we discuss the most recent earnings from Canadian Banks and if things will be getting worse for them and the economy in quarters to come. We also talk about private equity and VC financing in Canada and finish the episode by talking about Nvidia.

Symbols of stocks discussed: RY.TO, TD.TO, NA.TO, CM.TO, BNS.TO, BMO.TO, NVDA

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital

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Investor managing billions reveals investment ideas (interview with Barry Schwartz)

Mon, 04 Sep 2023 09:00:00 +0000

Braden interviews Barry Schwartz, Chief Investment Officer at Baskin Wealth Mgmt in Toronto.

They discuss a variety of Canadian and U.S. stocks and how to win long-term.

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital

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Businesses That Provide Monster Returns (100x Stories with Chris Mayer)

Thu, 31 Aug 2023 09:00:00 +0000

Braden sits down with Chris Mayer of Woodlock House Family Capital and author of 100 Baggers to discuss long term investing, characteristics of great businesses, volatility, growth KPIs and serial acquirers.

Symbols of stocks discussed: CSU.TO, CPRT, LIFCO, V, MA, WSP.TO, LMN.TO, TOI.TO, NFLX

Chris' Website: https://www.woodlockhousefamilycapital.com/blog

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital

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The Problem with Large RRSP Balances and July ETF Flows

Mon, 28 Aug 2023 09:00:00 +0000

In this episode of the Canadian Investor Podcast, we talk about RRSPs and how having too large of a balance can cause individuals to be in a higher tax bracket than expected. We then go over the July ETF data for Canadian and US ETFs. Braden goes over a payment processor company that he has recently put on his watchlist.

Symbols of stocks discussed: ADYEN, XSEM.TO, CSAV.TO, CASH.TO, TLT, IVV, VOO, ESGU

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

National Bank Canadian ETF flow report

National Bank US ETF flow report

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Why Capital Allocation is so Important and More Retail Earnings

Thu, 24 Aug 2023 09:00:00 +0000

In this episode of the Canadian Investor Podcast, we look at the earnings of Walmart and Target to see if they are seeing similar trends to Canadian Tire. We also look at Zoom’s earnings, Evergrande filing for chapter 15 bankruptcy and some of the crucial mistakes made by Algonquin Power and Utilities.

Symbols of stocks discussed: AQN.TO, WMT, TGT, ZM

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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What’s Considered Too Small of a Position in a Single Stock?

Mon, 21 Aug 2023 09:00:00 +0000

In this episode of the Canadian Investor Podcast we start by giving our thoughts on positions sizing. We then talk about game theory and investing and underperformance from actively managed funds. We finish the episode by discussing the book Easy Money by Ben Mckenzie which touches on the excesses that happened between 2020 and 2022 in the crypto space.

Symbols of stocks discussed: AAPL

Apple Podcast - The Canadian Real Estate Investor

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Higher Rates are Starting to Impact Canadian Tire

Thu, 17 Aug 2023 09:00:00 +0000

In this episode of the Canadian Investor Podcast we start by going over Canadian Tire’s earnings release and how higher rates are starting to impact their customer’s spending. We then discuss the earnings from WSP Global, Constellation Software and Brookfield Infrastructure Partners.

Symbols of stocks discussed: CTC-A.TO, WSP.TO, PYPL, CSU.TO, BIPC.TO

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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RBC Consumer Spending Tracker

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Are Share Buybacks Better Than Dividends? - TCI Rewind

Mon, 14 Aug 2023 09:00:00 +0000

In this episode of the Canadian Investor Podcast we discuss the following topics:

The advantages that DIY investors have
Returning capital to shareholders. The differences between share repurchases and dividends
How slow and steady compounding can make a huge difference over time
Ways to save money to allow you to invest more

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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US Debt Downgrade, Inflation Base Effects and Canadian Bonds

Thu, 10 Aug 2023 09:00:00 +0000

In this special episode of the Canadian Investor Podcast, Daniel Foch joins Simon to talk macro! We discuss the recent downgrade of the US Debt by Fitch, the recent downgrade of US banks by Moody’s, the impact of base effects on headline inflation and how bond yields impact fixed mortgage rates.

Symbols of stocks discussed: XBB.TO, SPY, AGG, XIU.TO

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital

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Best Businesses in the World A to Z (List)

Mon, 07 Aug 2023 09:00:00 +0000

In this episode of the Canadian Investor, Simon and Braden provide the best businesses in the world for every letter of the Alphabet

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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What Railways Can Tell Us About The Economy

Thu, 03 Aug 2023 09:00:00 +0000

In this episode, we go over recent news and earnings including the US Federal Reserve’s latest move, the hype around superconductors and earnings from Teladoc, Mastercard, Allied REIT and Canadian National Rail.

Symbols of stocks discussed: TDOC, MA, AP-UN.TO, CNR.TO

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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The First Rule of Investing

Mon, 31 Jul 2023 09:00:00 +0000

In this episode, we go over the math behind investing to explain why avoiding losses on an investment should be an investor’s number one priority. Simon does a dive into Jamieson Wellness, the vitamin and mineral supplement company listed on the TSX. We finish the episode by going over how we are able to stay productive with competing priorities.

Symbols of stocks discussed: JWEL.TO

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Precedence research report on the growth of the Health and Wellness Market

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Meal Kits and Chip Demand Slowing

Thu, 27 Jul 2023 09:00:00 +0000

In this episode of the Canadian Investor Podcast talk about Elon’s weird branding decision to change twitter to X. We then discuss earnings from Goodfoods, TSMC, ASML and Intuitive Surgical.

Symbols of stocks discussed: ISRG, ASML, TSM, FOOD.TO, TRP.TO

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Blossom Social Event in Toronto, Tuesday August 1

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6 Reasons to Consider Selling a Stock

Mon, 24 Jul 2023 09:00:00 +0000

In this episode of the Canadian Investor Podcast we start by discussing when we consider selling individual companies in our portfolio. Simon then goes over the recent news that one of Canada’s regional banks may be up for sale.

Symbols of stocks discussed: LB.TO, SPOT, TDOC,

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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Canadian Inflation Drops Below 3% and Tech Mergers

Thu, 20 Jul 2023 09:00:00 +0000

We are back with our regular Thursday episode where we talk about news and earnings in the investing world. We start off by talking macro with the Canada June CPI print and Bank of Canada rate increase. We then give an update on the Microsoft/Activision-Blizzard deal and Constellation Software’s acquisition of Optimal Blue. We finish the episode by talking about the most recent quarter from Aritzia.

Symbols of stocks discussed: ATZ.TO, MSFT, ATVI

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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Youtube video on the Rise and Fall of Activision Blizzard

Interested in becoming the next co-host of the Canadian Investor Podcast? Send us a 1 minute video at canadianinvestorpod@gmail.com .

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25 Point Stock Checklist - TCI Rewind

Mon, 17 Jul 2023 09:00:00 +0000

In this release of the Canadian Investor Podcast, we go over a 25 point checklist that should help you determine whether the company you're considering is a worthwhile investment or not.

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Interested in becoming the next co-host of the Canadian Investor Podcast? Send us a 1 minute video at canadianinvestorpod@gmail.com .

See omnystudio.com/listener for privacy information.

Is Commercial Real Estate Really in Trouble ? - Part 1

Thu, 13 Jul 2023 09:00:00 +0000

In this first part of a two part special on commercial real estate (CRE), Simon and Dan talk about the different types of CRE. They look at both the US and Canadian markets and what potential challenges and opportunities lie ahead for different types of CRE.

Symbols of stocks discussed:

Our Website
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Braden’s twitter: @BradoCapital

You can listen to part 2 on the Canadian Real Estate Investor Podcast with the links below

Part 2 - Apple Podcast

Part 2 - Spotify

Part 2 - TCI website

Interested in becoming the next co-host of the Canadian Investor Podcast? Send us a 1 minute video at canadianinvestorpod@gmail.com .

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Will the IPO Market Rebound in 2023?

Mon, 10 Jul 2023 09:00:00 +0000

We start this episode by looking at how Canada’s largest pension fund compare to other foreign pension funds. Braden explains why he recently sold one of his positions and we take a look at how the IPO market has faired over the last 5 years.

Symbols of stocks discussed: SPGI, MCO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Interested in becoming the next co-host of the Canadian Investor Podcast? Send us a 1 minute video at canadianinvestorpod@gmail.com .

See omnystudio.com/listener for privacy information.

A Recession Proof IPO and Apple Hits 3 Trillion

Thu, 06 Jul 2023 09:00:00 +0000

We start this episode with a big podcast announcement! We then break down the new capital requirements for Canada’s Big six banks, discuss Apple hitting 3 trillion in market cap, Savers Value Village IPO, S&P 500 returns by year and Costco cracking down on membership sharing.

Symbols of stocks discussed: AAPL, SVV

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Interested in becoming the next co-host of the Canadian Investor Podcast? Send us a 1 minute video at canadianinvestorpod@gmail.com .

See omnystudio.com/listener for privacy information.

The Most Popular Canadian ETFs

Mon, 03 Jul 2023 09:00:00 +0000

In this episode, Braden and Simon start off with a game of which company we’d rather own. We then have a look at which types of ETFs have seen the most inflows in Canada since the start of the year.

Symbols of stocks discussed: XEC.TO, ZEB.TO, ZSP.TO, NFLX, DIS, SBUX, MCD, SHOP.TO, CSU.TO, CNR.TO, CP.TO, ABNB, BKNG, NVDA, TSLA, BCE.TO, LVMH, BRK-B, BLK, INTU, HD, LMT, UBER, DOL.TO, QSR.TO, SU.TO, MCO, SPGI

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Musk vs. Zuckerberg and Cooling Inflation

Thu, 29 Jun 2023 09:00:00 +0000

In this episode, we talk about Elon Musk and Mark Zuckerberg's potential cage fight, Meta blocking Canadians news following the passing of Bill C-18 in the senate, Canadian May CPI, a Brookfield acquisition, Canopy’s earnings and Allied Property REIT selling its data center assets.

Symbols of stocks discussed: BN.TO, AP-UN.TO, WEED.TO, META

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital

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The 10 Most Traded Stocks by Canadian

Mon, 26 Jun 2023 09:00:00 +0000

We start this episode by talking about TD’s Investor Sentiment Index and which stocks were the most bought and sold according to TD’s data. We then look at data showing that the yield between equities, bonds and US treasuries is almost identical. We finish the episode by looking at the TSX return this year and the best performing TSX stocks over the last 5 years.

Symbols of stocks discussed: TD.TO, ASE.TO, PMET.TO, FIL.TO, WELL.TO, BLU.TO, HWX.TO, KNT.TO, FOM.TO, CS.TO, TSU.TO, XENE.TO, SLI.TO, IVN.TO, LAC.TO, OLA.TO, RUP.TO, SHOP.TO, TFII.TO, NOA.TO, TRI.TO, GSY.TO, EQB.TO, CSU.TO, HCG.TO, ATS.TO SVI.TO, ATD.TO, ATZ.TO, L. TO, IFC.TO, CPX.TO, UNS.TO, ENB.TO, TSLA, SU.TO, NVDA, BNS.TO, CM.TO, BMO.TO, RY.TO, AC.TO, AMD, AAPL, AMZN

Symbols of ETF discussed: XIC.TO, VFV.TO, VSP.TO, RSP, XFN.TO, XEG.TO, ZIN.TO, XMA.TO, XIT.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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BlackRock Applies for a US Bitcoin ETF

Thu, 22 Jun 2023 09:00:00 +0000

In this episode, we discuss the recent SEC application from the world's largest asset manager, BlackRock, for a spot Bitcoin ETF and the historical context around it. We also discuss the recent job cuts from Bell Media and Adobe’s recent earnings.

Symbols of stocks discussed: ADBE, BLK, VEQT, DAL

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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5 Investing Myths and Buying US Stocks with CAD

Mon, 19 Jun 2023 09:00:00 +0000

In this episode we go over 5 investing myths that every investor has encountered. We also talk about the Bank of Canada overnight rate and what it means. We finish the episode with a look back at Canadian Depositary Receipts (CDR).

Symbols of stocks discussed: CBOE

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Braden’s twitter: @BradoCapital

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Blockbuster Canadian Deals & U.S. War on Crypto

Thu, 15 Jun 2023 09:00:00 +0000

In this episode we talk about the Senators being sold by a group led by Canadian Billionaire Michael Andlauer. We then talk about the most recent Bank of Canada rate hike, the Reddit strike and finish the episode by discussing the Securities and Exchange Commission crackdown on Crypto.

Symbols of stocks discussed: CNR.TO, CP.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Braden’s Linkedin

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10 Reasons to Keep Investing & Reserve Currencies

Mon, 12 Jun 2023 09:00:00 +0000

In this episode, we look at some recent statistics showing that Canadians have high levels of debt. Braden goes over 10 reasons why the world is not a worst place. We then talk about reserve currencies and why they are so important. We finish the episode by talking about vertical applications of AI.

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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7 Stocks Moving The Market & Apple's First Major Product Since 2014

Thu, 08 Jun 2023 09:00:00 +0000

In this episode, Simon and Braden discuss Apple’s event and the launch of new products including the Apple Vision Pro. We also look at what has provided most of the returns so far this year for the S&P 500 and earnings from Lululemon.

Symbols of stocks discussed: AAPL, LULU, ATZ.TO, FAF.TO

Apple Podcast - The Canadian Real Estate Investor

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2 Unloved Stocks With Big Dividends

Mon, 05 Jun 2023 09:00:00 +0000

In this episode, Simon does a dive into Sleep Country Canada while Braden does one on British American Tobacco. They look at the financials and the businesses and discuss what the future looks like for these two businesses.

Symbols of stocks discussed: ZZZ.TO, BTI

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
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Nvidia’s Blowout Quarter and Canadian Banks

Thu, 01 Jun 2023 09:00:00 +0000

In this episode, we talk about the amazing quarter from Nvidia and what it means for AI related stocks going forward. We then look at Canadian bank earnings and how they are faring in the aftermath of the US regional banking crisis.

Symbols of stocks discussed: CWB.TO, TD.TO, RY.TO, NVDA, EQIX, MSFT, TSM, GOOG

Apple Podcast - The Canadian Real Estate Investor

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3 Ways to Add Gold to Your Portfolio

Mon, 29 May 2023 09:00:00 +0000

In this episode, Simon goes over 3 different ways that investors can get exposure to gold in their investment portfolio and the pros and cons for each. Braden then talks about the difference between vertical and horizontal markets. We finish explaining the Relative Strength Index and if it is a useful tool for investors.

Symbols of stocks discussed: GLD, PHYS, NMT, ABX.TO, FNV.TO

Our Website
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Apple Podcast - The Canadian Real Estate Investor

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Higher Rates are Starting to Hit Home Improvement Stocks

Thu, 25 May 2023 09:00:00 +0000

In this episode, we discuss the looming debt ceiling limit in the US and what it means for investors. We discuss how venture capital has been flowing since interest rates have been rising and what the revised guidance from Lowes and Home Depot tells us about where the economy is going.

Symbols of stocks discussed: HD, LOW

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Apple Podcast - The Canadian Real Estate Investor

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20 Stocks Held by Money Managers and a Digital Loonie

Mon, 22 May 2023 09:00:00 +0000

In this episode, Simon goes over the public consultation survey that was recently put out by the Bank of Canada about a new Canadian Central Bank Digital Currency (CBDC). We look at both the pros and cons of a Canadian CBDC. Braden then goes over 20 widely held stocks by professional money managers.

Symbols of stocks discussed: INTU, SPGI, TSM, UNH, CRM, NFLX, TDG, TMO, CHRTR, LBRDK, ADBE, BRK.B, META, NKE, SCHW, MCO, MA, AMZN, MSFT, GOOG, V

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Bank of Canada CBDC Survey

Apple Podcast - The Canadian Real Estate Investor

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The 20 Largest Stocks are Pushing the S&P 500 higher

Thu, 18 May 2023 09:00:00 +0000

In this episode we go over the recent US and Canada CPI data and what it means for inflation going forward. We also look at what has been driving S&P 500 returns so far this year and discuss the earnings of a couple Canadian Stocks.

Symbols of stocks discussed: CSU.TO, PLC.TO

Our Website
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Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want 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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10 Lessons from Seeing Warren Buffett in Person

Mon, 15 May 2023 09:00:00 +0000

In this episode, Braden breaks down his takeaways from attending the Berkshire Hathaway annual meeting. If you’ve never been to the annual Berkshire meeting to see Warren Buffet and Charlie Munger in person, this is the episode for you!

Symbols of stocks discussed: BRK-B, BRK-A

Apple Podcast - The Canadian Real Estate Investor

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Airline Metrics and Apple Closing in on 3 Trillion

Thu, 11 May 2023 09:00:00 +0000

In this episode, we break down the recent earnings of shopify and why the stock was up big. We discuss the Federal reserve’s most recent move and discuss the recent raised guidance by Air Canada and some useful passenger airlines metrics.We also go over the recent earnings of Apple and Aritzia.

Symbols of stocks discussed: SHOP.TO, AC.TO, AAPL, ATZ.TO,

Apple Podcast - The Canadian Real Estate Investor

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How to Make your Mortgage Interest Payments Tax Deductible

Mon, 08 May 2023 09:00:00 +0000

In this episode, we start by talking about the Smith Maneuver which allows homeowners to make their mortgage interest payments tax deductible. Braden then goes over the parallels between investing and golfing. We finish the episode with stocks on our watchlist.

Symbols of stocks discussed: AXON, IHI, TMO, DHR, SYK, MDT, BSX, EW

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Another US Bank Fails and the Battle for AI Has Begun

Thu, 04 May 2023 09:00:00 +0000

In this episode, we go over the First Republic takeover by the FDIC and the sale to JP Morgan Chase and we go over the earnings from Visa, Google, Microsoft, Pinterest and Allied Property REIT. We also go over the latest news about Teck Resources.

Symbols of stocks discussed: FRC, JPM, GOOG, MSFT, V, TECK-B.TO, PINS, AP-U.TO

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25 Bellwether Stocks That Everyone Should Track

Mon, 01 May 2023 09:00:00 +0000

In this episode, we go over bellwether stocks that serve as indicators of how various sectors of the economy are performing.

Symbols of stocks discussed: FDX, CAT, CNR.TO, ACN, BCE.TO, SBUX, LVMH, V, MA, PG, XOM, SU.TO, INTU, MCO, WMT, HD, CTC-A.TO, LYV, ABNB, CP.TO, CNR.TO, CPRT, RY.TO, BUD, JNJ, MCK

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This Company Thinks Canada is Already in a Recession

Thu, 27 Apr 2023 09:00:00 +0000

In this episode, we discuss the recent earnings of Metro, McDonalds, Netflix, Canadian National Rail, ASML and TSMC. Simon also talks about the Markets in Crypto Assets (MiCA) legislation that was passed by the European government last week and what it means for Canada.

Symbols of stocks discussed: ASML, CNR.TO, MRU.TO, MCD, TSM, NFLX

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5 Variables to Consider Before Investing in Oil Stocks

Mon, 24 Apr 2023 09:00:00 +0000

We start this episode by discussing 5 factors that will impact the price of oil in the coming decade. Braden talks about the book 7 powers by Hamilton Hemer. Simon goes over how he sees his portfolio and his updated investment strategy. We finish the episode by discussing ETFs and why it is often best to keep things simple when using an ETF strategy.

Symbols of stocks discussed: CNQ.TO, NTR.TO, FNV.TO, QQQ

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Brookfield’s Big Acquisition and US Bank Earnings

Thu, 20 Apr 2023 09:00:00 +0000

In this episode, we talk about Braden’s new Finchat.io that is launching when this podcast comes out! We then look at Brookfield’s acquisition of Triton International and Teck Resources saying no to Glencore’s acquisition proposal. We also talk about the Bank of Canada announcement, CPI and what to make of US Bank earnings.

Symbols of stocks discussed: TRTN, BIPC.TO, GLNCY, NVEI.TO, JPM, BLK, SCHW

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Should You Become a Green Bay Packers Shareholder?

Mon, 17 Apr 2023 08:00:00 +0000

In this episode, we talk about the Green Bay Packers and their more than 500,000 shareholders and if it is a worthwhile investment. Simon then goes over fractional banking and why US banks are starting to see their deposits go to money market alternatives. We finish the episode with a discussion on holding cash in your TFSA and why contacting investor relations is a great tool for any investor.

Symbols of stocks discussed: TD.TO

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TD is Now the Most Shorted Bank in the World

Thu, 13 Apr 2023 09:00:00 +0000

In this episode, we look at several Canadian acquisitions and mergers that were recently announced. We also discuss the risks of day trading in a TFSA and why TD Bank is the World’s most shorted Bank

Symbols of stocks discussed: TD.TO, HEXO.TO, ZZZ.TO, TLRY.TO, KMX

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Canada's Economic Forecast and Record Immigration

Mon, 10 Apr 2023 09:00:00 +0000

We start the episode by answering a listener question about timing the markets. We then talk about Canada’s population increasing by 1 million in 2022. We finish the episode by looking at the federal budget’s economic forecast.

Symbols of stocks discussed: ASML

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Impressive Results from Lululemon and Dollarama

Thu, 06 Apr 2023 09:00:00 +0000

We start the episode by looking at how the markets have done since the beginning of 2023. Spoiler alert, it’s better than 2022!

We then look at the announcement of Alibaba that it will be breaking up its business in different segments. We go over the recent earnings from Dollarama and Lululemon and the announcement that the Roger-Shaw deal is finally closed!

Symbols of stocks discussed: RCI-B.TO, LULU, DOL.TO, BABA

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Will Bitcoin Get to 1 Million in 90 days ?

Mon, 03 Apr 2023 09:00:00 +0000

We start this episode by talking about Credit Default Swaps (CDS) and what they are. Braden talks about dysfunctional dividends and we finish the episode by talking about Balaji Srinivasan and his bet that Bitcoin will reach 1M in 90 days.

Symbols of stocks discussed: SCHW, DB

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Will the US and Canada Ban TikTok ?

Thu, 30 Mar 2023 09:00:00 +0000

In this episode, we look at the recent Fed decision to raise interest rates by 25bps and what Jerome Powell had to say about the banking crisis and future rate hikes. We then look at the recent congressional hearing of TikTok's CEO and if the US is gearing up to ban TikTok. We also discuss the short report on Block and the Lumine Group spinoff from Constellation Software.

Symbols of stocks discussed: CSU.TO, SQ, LMN.V, META, GOOG

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Looking at 2 Impressive Under the Radar Companies

Mon, 27 Mar 2023 09:00:00 +0000

In this episode we talk about irrational optimism and why it's a common characteristic of great founders and investors. We then look at a recent twitter post from Ben Felix who compared lump sum investing with dollar cost averaging (DCA). We finished the episode by talking about two companies on our radar that we’ve never discussed before on the podcast.

Symbols of stocks discussed: MCO, SPGI, WISE.L, WST

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Two Canadian Companies Making Big Acquisitions

Thu, 23 Mar 2023 09:00:00 +0000

In this week’s episode we talk about UBS acquiring its rival Credit Suisse with the help of the Swiss central bank as we continue to see issues in the banking sector. We also discuss recent CPI prints for both Canada and the US and what implications it might have going forward.

Symbols of stocks discussed: CS, UBS, ATD.TO, CP.TO

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The Reasons Behind SVB Collapsing

Mon, 20 Mar 2023 09:00:00 +0000

Silicon Valley Bank was the 2nd largest bank to collapse in US history. The largest bank to do so since the Great Financial Crisis. This entire episode is decade to what caused its collapse, the consequences and what may be coming in years down the line.

Symbols of stocks discussed: SIVB, RY.TO, TD.TO, BMO.TO

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List of Global Systemically Important Banks

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What S&P 500 Companies Are Saying About 2023

Thu, 16 Mar 2023 09:00:00 +0000

With most companies having reported earnings and providing guidance for 2023, we look at how it stacks up by sector and historically. We then discuss how people would approach investing if they only had a total of 20 companies they could invest in during their lifetime. We finish the episode by answering a great listener question!

Symbols of stocks discussed: CSU.TO

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Why Buy / Sell Ratings on Stocks Don’t Matter

Mon, 13 Mar 2023 09:00:00 +0000

In this episode, Braden starts by talking about the different types of luck based on a piece from the investing firm Andreessen Horowitz. We then answer a few listener questions including one on Analyst ratings and why they tend to be overly positive.

Symbols of stocks discussed: GOOG, DKNG, INTC, AQN.TO, CVNA, TTP.TO, ZCN.TO,

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Recession Warnings from Retail and Canadian Banks Roundup

Thu, 09 Mar 2023 10:00:00 +0000

In this episode, we talk about the recent news that Nordstrom will be winding down its Canadian operations. We then look at some recent earnings including Live Nation, Intuit, Canadian Banks and several retail companies.

Symbols of stocks discussed: LYV, JWN, COST, WMT, TGT, HD, INTU, BMO.TO, CM.TO, BNS.TO

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4 Lessons From Warren Buffett’s 2022 Letter

Mon, 06 Mar 2023 10:00:00 +0000

In this episode, Braden goes over takeaways from Warren Buffet’s 2022 Shareholder letter. We then discuss another legend in the investing space. We also touch on what impacts government bond yields and how to store your Bitcoin and cryptocurrency.

Symbols of stocks discussed: BRK-B

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The Risk of High Dividends and a Canadian Tech Spin Off

Thu, 02 Mar 2023 10:00:00 +0000

In this episode, we start by discussing the recent Indigo-Chapters cyber attack and the Lumine spinoff from Constellation Software. We then talk about the recent decision from Intel to cut its dividend, Teladoc’s earnings and the importance of having a good management team for publicly traded companies. We also cover some other earnings including Nutrien and Autodesk.

Symbols of stocks discussed: NTR.TO, CSU.TO, IDG.TO, INTC, ADSK, TDOC, GFL.TO

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Spicy Hot Retirement Takes for Canadians

Mon, 27 Feb 2023 10:00:00 +0000

In this episode, Simon gives an update to the retirement dividend income portfolio. We then talk about some controversial retirement hot takes. We wrap up the episode by talking about RESP and what Simon is doing for his daughter.

Symbols of stocks discussed: BEPC.TO, BIPC.TO, DLR, GRT-UN.TO, CNR.TO, CNQ.TO, TXN, AP-UN.TO, HD, RY, T, JNJ, PEP, TD.TO, FTS.TO

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EPISODE 250! Creepy AI and Meta Blue Check Marks

Thu, 23 Feb 2023 10:00:00 +0000

In this milestone episode, we start the episode by answering some non-investment related questions from our listeners. We then talk about some of the weird answers that were given by Bing Chat and how meta is setting its sights on apple. We finish the episode with earnings from Airbnb, Canadian Tire and Restaurant Brands international.

Symbols of stocks discussed: QSR.TO, ABNB, CTC-A.TO, AAPL, META, GOOG, MSFT

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Do You Really Need 1.7 Million To Retire?

Mon, 20 Feb 2023 10:00:00 +0000

In this episode we go over the highlights of retirement and savings surveys done by BMO in the past year. We go over a pricing power checklist and explain what the US Dollar Index is.

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Why You Shouldn’t Panic Sell & Brookfield Keeps Growing

Thu, 16 Feb 2023 10:00:00 +0000

In this episode we discuss the recent US inflation numbers, look at S&P 500 returns and discuss the earnings of several companies including Brookfield, Pinterest and Canopy Growth.

Tickers of stocks discussed: PINS, BAM.TO, BN.TO, BIPC.TO, STZ

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The Battle for Search and a Strange Niche ETF

Mon, 13 Feb 2023 10:00:00 +0000

I this episode we discuss the news of Microsoft incorporating Chat GPT into Bing and what potential future implications it could have for Google’s dominance on search. Simon then goes over Brazil’s potential as an emerging market investment. We then go over bottleneck businesses and finish with the discussion on a couple of strange niche ETF.

Tickers of stocks discussed: NANC, KRUZ, FLVR, EWZ, EWZS

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This “Boring” Canadian Stock is up 70x since IPO

Thu, 09 Feb 2023 10:00:00 +0000

It’s earnings season and we talk about some well known Canadian and US stocks including Amazon, Meta, Canada Goose, TFI International and Lightspeed Commerce!

Tickers of stocks discussed: AP-UN.TO, AMZN, META, GOOSE.TO, ATVI, LSPD.TO, TFII.TO

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7 Rules From an Investing Legend

Mon, 06 Feb 2023 10:00:00 +0000

In this episode, Braden goes over Terry Smith's 7 investing lessons and how the flywheel effect can be so powerful for businesses that have it. We discuss the recent Fed increase and Simon goes over some of the reasons why India could be an attractive market to invest in the next decade.

Tickers of stocks discussed: AMZN, UHAL, CRWD, AXON, NFLX, GOOG, WSP.TO, ACN, TFII.TO, BLK, INTU, ISRG, RAS, WM, HD, WMT

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A Short Report That Shocked the Markets

Thu, 02 Feb 2023 10:00:00 +0000

In this episode, we cover the recent Bank of Canada interest rate increase and their monetary policy update. We then look at the short report on Adani and cover the earnings of American Express, Roper, Whirlpool and Spotify.

Tickers of stocks discussed: AXP, ROP, WHR, SPOT

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The Largest Fraud in History

Mon, 30 Jan 2023 10:00:00 +0000

In this Monday release, we are doing a hybrid episode. We start by discussing the new Netflix documentary on Bernie Madoff. Simon then talks about some potential emerging markets other than China. We then go over some recent earnings and go over stocks on our watchlist.

Tickers of stocks discussed: MA, V, ASML, CNR.TO, AMZN, GOOG, CP.TO, COST, INTU, ICE, NDAQ, AAPL, CRWD, HD, TSM, LMT, RACE, AXON, TXN, BLK, ATZ.TO, MELI, ADBE, SBUX, LSEG, UHAUL, TMO, SYK, ABNB, CPRT, MSCI, LYV, TYL

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Major Layoffs & Canadians Companies Making Big Moves

Thu, 26 Jan 2023 10:00:00 +0000

In this episode, we start by talking about recent Canadian inflation data. We then discuss some recent moves involving some Canadian small cap companies. We also go over the earnings of Interactive Broker, Netflix, Metro, Lockheed Martin. We finish the episode by doing a live reaction to Microsoft’s earnings.

Tickers of stocks discussed: IBKR, NFLX, MRU.TO, LMT, MSFT, WE.V, MAGT.TO

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A Small Cap Medical Stock That Will Surprise You

Mon, 23 Jan 2023 10:00:00 +0000

In this episode, Simon talks about STAAR surgical, a stock he found using a stock screener. Braden goes over the results of a screener that he used and why so going after a hot new market can be a death spiral for so many companies.

Tickers of stocks discussed: STAAR, TOY.TO, SHOO, GOOG, FB, ADBE, LULU, ODFL, DHI, CPRT, ON, LEN, TROW, SWKS, TER, PHM, GRPN

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Why REITs Should be on Every Investor’s Radar

Thu, 19 Jan 2023 10:00:00 +0000

In this episode, Simon talks about Real Estate Investment Trusts (REIT) with Daniel Foch from the Canadian Real Estate Investor Podcast. They cover the pros and cons of investing in REITs vs. buying real estate, which sub sectors are attractively priced and some potential names to keep an eye on.

Tickers of stocks discussed: AP-UN.TO, CAR-UN.TO, REI-UN.TO, SRU-UN.TO, GRT-UN.TO, DIR-UN.TO, NWH-UN.TO, SVI.TO, NNN, O, SPG, WPC, VRE, HCRE, SCHH, USRT, VNQ, DLR, EQIX, AMT, BIP-UN.TO

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Looking at an Under The Radar Company & How to use Stock Screeners

Mon, 16 Jan 2023 10:00:00 +0000

In this episode, we look at home country bias data across the world and how Canada compares to it. Simon discusses a recent stock he bought and Braden talks about an under the radar company that you may already be familiar with without knowing it.

Tickers of stocks discussed: AP-UN.TO, WINA

Apple Podcast - The Canadian Real Estate Investor

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Top 10 Most Bought Stocks by Canadians

Thu, 12 Jan 2023 10:00:00 +0000

In this episode, we discuss the recent acquisition by Nuvei, the roger shaw tribunal approval tech layoffs and troubles at Bed Bath and Beyond. We also look at returns by investment class over the last 37 years and the most traded stocks by Canadians using TD direct investing.

Tickers of stocks discussed: NVEI.TO, CRM, AMZN, AQN.TO, TSLA, SHOP.TO, LULU, BNS.TO, SU.TO, TD.TO, ENB.TO, LSPD.TO, AAPL, BBY, NFLX, TSM

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What NOT to expect in 2023

Mon, 09 Jan 2023 10:00:00 +0000

In this episode, we look at the stock market historical returns and how the automotive sector could be in for a rough 2023. Simon shares an investing project that he will be undertaking to show that anyone can invest, even those who only have small amounts of money to put towards investing every month. We also discuss the new Tax Free First Home Savings Account (FHSA) that will be taking effect later this year.

Tickers of stocks discussed: VEQT, XEQT, TSLA

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Why Commodities Shouldn’t be Ignored

Thu, 05 Jan 2023 10:00:00 +0000

In this special episode, Braden interviews the host of the Millennial Investing podcast Rebecca Hotsko. Rebecca talks about what she’s learned from guests since becoming the new host of the Millennial Investing podcast and why investors need to pay attention to commodities in the years ahead.

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Listen to Rebecca on the Millennial Investing Podcast

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2023 Bold Predictions

Mon, 02 Jan 2023 10:00:00 +0000

In our first episode of 2023, we look back at our 2022 bold predictions and make some new investing bold predictions for the year ahead!

Tickers of stocks discussed: QQQ, SPY, COIN, LSPD.TO, NFLX, DIS, VIAC, WBD, XEG.TO, ARKG

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Mock Drafting Portfolios from Scratch

Thu, 29 Dec 2022 10:00:00 +0000

Ever wonder what a hockey starting lineup would look like if it were made of 6 great companies? Simon and Braden each chose 6 stocks that to fill their hockey starting lineup and explain why they chose each company.

Tickers of stocks discussed: MSFT, COST, INTU, DOO.TO, ATZ.TO, ISRG, ASML, CP.TO, BIPC.TO, NDAQ, CHD, BRK-B

Apple Podcast - The Canadian Real Estate Investor

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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Can Zombie Companies Survive Higher Interest Rates?

Mon, 26 Dec 2022 10:00:00 +0000

In this episode, we discuss a recent piece from RBC showing that more and more Canadians are renting as home ownership affordability has dwindled over the last decade. We also talk about retirement decumulation and talk about Zombie companies

Tickers of stocks discussed: CVNA

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

2022 Year in Review

Thu, 22 Dec 2022 10:00:00 +0000

From high inflation to growth stocks coming back down to earth, we discuss our main takeaways from 2022 from a Canadian investing standpoint.

Tickers of stocks discussed: XAGG.TO, XCBU.TO, VGV.TO, VCB.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

How Often Should You Check Your Portfolio?

Mon, 19 Dec 2022 10:00:00 +0000

Psychology can be an investors’ greatest asset or downfall and how often you look at your portfolio returns could have a big impact on that. We discuss if you should be owning stock in the company you work for and answer a listener question about navigating taxes in a non-registered account.

Tickers of stocks discussed: MSFT, PM, EL, ADP, IDXX, PEP, SYK, MKC, V, WAT, BFB, AMZN, META, GOOGL, INTU, MTD, CHD, ADBE, NKE, PYPL, OTIS, VRSN, SBR, FTNT, MASI

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Canadian Retailer Keeps Crushing & 76% returns?

Thu, 15 Dec 2022 10:00:00 +0000

GameStop was the meme stock of the year in 2021, but how is its business doing currently? Canadian retailer Dollarama keeps posting impressive results while other retailers are struggling. We also go over the earnings of Lululemon and Costco and discuss the recent news on inflation and the arrest of Sam Bankman-Fried.

Tickers of stocks discussed: DOL.TO, LULU, COST, GME

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Why Stocks Go Up & ESG to Charge Higher Fees?

Mon, 12 Dec 2022 10:00:00 +0000

Financial media headlines constantly talk about the Dow Jones Industrial index but is it relevant? Are ESG ETFs a way for fund managers like Blackrock to charge higher fees? What drives stock returns over different time periods?

We answer those burning questions in this episode of the Canadian Investor Podcast.

Tickers of stocks discussed: AAPL, MSFT, GOOG, AMZN, BRK-B, TSLA, UNH, JNJ, V, XOM, TSMC, WMT, NVDA, JPM, TCEHY, MC.PA, PG, LLY, MA, ESGU, IVV, VEGN, QQQ, XESG.TO, XIC.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Best & Worst Performing Sectors of 2022

Thu, 08 Dec 2022 10:00:00 +0000

It’s the end of the year and we look at the best and worst performing stock market sectors in 2022. We look at the earnings from 3 of Canada’s largest banks and if a large increase in consumer debt is alarming for Canada’s economy going forward.

Tickers of stocks discussed: RY.TO, NA.TO, CM.TO, CRWD, ALGN, SIVB, ZM, META, NFLX, TSLA, MRNA, AVTR, RKT, AMZN, LBRDA, PINS, VEEV, NOW, KKR, NTR.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Is Allied Properties REIT Undervalued or a Value Trap?

Mon, 05 Dec 2022 10:00:00 +0000

The Real Estate Sector has been hit hard by higher interest rates with the sector being down more than 25% year to date. In this episode we do a dive into Allied Properties REIT which has seen its price go down by more than 40% since the start of 2022. Allied is traded on the TSX and currently has a dividend that yields more than 6.5%.

Tickers of stocks discussed: AP-UN.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Record Black Friday Sales and a Huge Canadian Acquisition

Thu, 01 Dec 2022 10:00:00 +0000

Shopify shows that online retailers are still going strong with its vendors posting record black friday sales! Royal Bank of Canada announces that it will be making a massive acquisition by buying HSBC’s Canadian operations for 13.5B. We also looked at the recent quarters of software and retails stocks listed down south.

Tickers of stocks discussed: SHOP.TO, ADSK, DLTR, PDD, ATD.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

20 Stocks Boosted by Share Buybacks

Mon, 28 Nov 2022 10:00:00 +0000

We go over a list of stocks that show how share buybacks can supercharge returns for shareholders if they are done right by management. We discuss the pros and cons of a low stock price for a great company and the difference between a closed end fund and open end fund.

Tickers of stocks discussed: AGO, DDS, DQ, DLTR, AMP, AZO, ORLY, MSI, CAR, MUSA, LOW, CACC, WEN, GME, DBMG, RH, KFRC, NKE, V, AMBC

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

A Blockbuster Acquisition & Canadian Retail Giants

Thu, 24 Nov 2022 10:00:00 +0000

In this episode, we talk about a blockbuster Canadian acquisition. We also discuss earnings from some well known Canadian stocks, the latest Canadian CPI numbers and some more FTX news.

Tickers of stocks discussed: HCG.TO, DIS, L.TO, ATD.TO, ZM, DCBO.TO, ANF, CTC-A.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Dividend Income Model Portfolio

Mon, 21 Nov 2022 10:00:00 +0000

Simon goes over an updated version of a model dividend income portfolio. The stocks that you will find in the model portfolio are companies that provide a good starting yield, have reasonable payout ratios, have revenue growth and dividend growth.

Tickers of stocks discussed: BEPC.TO, BIPC.TO, DLR, GRT-UN.TO, CNR.TO, CNQ.TO, TXN, O, HD, RY.TO, TD.TO, T.TO, JNJ, PEP, FTS.TO, PSU-U.TO, COST, MSFT, V, EQIX, ASML, TFII.TO, CP.TO, GFL.TO, BAM-A.TO, ATD.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Buffett’s New Buy & FTX Collapse

Thu, 17 Nov 2022 10:00:00 +0000

The markets are roaring on a better than expected US CPI print and the crypto world is shaken by the fall of FTX. We make sense of these two major events and discuss a beloved Canadian stock that is facing some major headwinds and now has a dividend paying more than 9%.

Tickers of stocks discussed: HD, AQN.TO, WEED.TO, BRK-B, TSM, BAM

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Are Family Owned Businesses Better Investments?

Mon, 14 Nov 2022 10:00:00 +0000

People often wonder how they can mitigate risk with riskier investments. We discuss a tool available to all investors that can help with this. We then talk about Big Tech Stocks and if we are bullish or bearish going forward. We explain what NAV is and why it matters when investing in funds.

Tickers of stocks discussed: GBTC, WMT, TTM, JWM

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

4 Takeaways from This Earnings Season

Thu, 10 Nov 2022 10:00:00 +0000

Earnings season continues with a slew of Canadian companies reporting. In this episode, we look at earnings from companies like Lightspeed, Constellation Software, Nutrien and Canada Goose. We also give our thoughts on emerging themes from this earnings season as well as the new tax on buybacks that was announced by the federal government.

Tickers of stocks discussed: CSU.TO, TOI.V, LSPD.TO, MG.TO, BIPC.TO, GOOS.TO, SBUX.TO, NTR.TO, NVEI.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

4 Secular Trends for the Next Decade

Mon, 07 Nov 2022 10:00:00 +0000

Wondering what the big secular trends of the 2020’s will be? In this episode we talk about 4 secular trends that we think will have massive tailwinds until the end of this decade We also discuss stocks that could benefit from these secular trends. We finish the show by discussing a listener question on Canadian Depositary Receipts (CDR).

Tickers of stocks discussed: BNY, TXN, NVDA, AMD, INTC, ASML, TSM, QCOM, GOOG, MSFT, AMZN, CRWD, HACK, AVGO, LRCX

Shakepay Bitcoin Survey

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Bet on Canada event hosted by The Peak

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Canadian Transportation Stocks Stealing the Show

Thu, 03 Nov 2022 09:00:00 +0000

2022 is turning out to be a very different year for software as a service (SAAS) stocks. The market is putting more importance on profitability. Companies that were trading at nosebleed valuations last year need to prove they can grow sales and be profitable. In the episode we have a look at several names to see if this is the case or not. We finish the episode with some boring Canadian transportation companies that are actually profitable!

Tickers of stocks discussed: SHOP.TO, SPOT, TDOC, PINS, AAPL, TFII.TO, CP.TO, AC.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Panic Alarm on Big Tech?

Mon, 31 Oct 2022 09:00:00 +0000

This earnings season is turning out to be tough for many publicly listed companies. During this special episode, we go over earnings from Visa, Microsoft and Google. We then talk about Chinese stocks and if they have become uninvestable following the 20th National Congress of the CCP.

Tickers of stocks discussed: V, MSFT, GOOG, KWEB, BABA, TCEHY, JD, PDD

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Tesla and UPS Keep Growing While Others Struggle

Thu, 27 Oct 2022 09:00:00 +0000

Earnings season is always a fun time of the year for anyone with an interest in stocks. In this episode we go over earnings from Tesla, American Express, UPS, Moody’s and more! We also discuss the recent inflation news coming out of Canada and why Chinese stocks were getting hammered this week.

Tickers of stocks discussed: JD, TCEHY, BABA, MCO, TSLA, AXP, WGO, WHR, UPS

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

10 Stocks We're Watching for the Rest of 2022

Mon, 24 Oct 2022 09:00:00 +0000

The bear market we are currently in has brought the valuation of most companies down. In this episode, we look at the stocks of 10 great businesses that we have on our watchlist for Q4 2022.

Tickers of stocks discussed: GRT-UN.TO, ISRG, ASML, ADSK, RY.TO, SPGI, AMZN, ADBE, BAM-A.TO, ACN

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

A Review of 2022 Returns and What to Expect

Thu, 20 Oct 2022 09:00:00 +0000

Aritzia continues to have impressive results quarter after quarter. We also look at the recent returns of the S&P500 by sector and how it can be a good indicator of where to find value in the stock market. We also have a look at the recent US CPI release and what it means for inflation. Based on popular demand, we do a live reaction of Netflix earnings which came out as we were recording the podcast.

Tickers of stocks discussed: ATZ.TO, BLK, DAL, PEP, ABNB, JPM, BAC, MS, WFC, NFLX

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

The 10 Most Held Stocks in Canada and Real Estate vs. Stocks

Mon, 17 Oct 2022 09:00:00 +0000

Is putting your hard earned money in real estate always a good investment? We took a deeper look at the pros and cons of Real Estate and investing in the stock market to try and answer that question. We also look at some of the most popular stock holdings according to TD direct investing.

Tickers of stocks discussed: USRT, TSLA, BBY, TD.TO, BNS.TO, SU.TO, AMC.TO, AMZN, ENB.TO, CM.TO, SHOP.TO, BCE.TO, AAPL, T.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Beaten Up Stocks That Have our Attention

Thu, 13 Oct 2022 09:00:00 +0000

Semiconductor stocks like Nvidia, AMD, ASML and TSM have been getting crushed since the start of the year. Companies associated with those chipmakers have been trading down since the warning of AMD last week about weaker demand in the short term. We also review some of the recent macro and inflation news. We look at an alcohol and marijuana company and discuss whether the big cannabis news from the US will have a long term impact on them and the industry as a whole.

Tickers of stocks discussed: NVDA, AMD, TSM, AMAT, LRCX, ASML, KLAC, AVGO, BAM-A.TO, CGX.TO, STZ, MTY.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Revisiting the Gamestop Mania

Mon, 10 Oct 2022 09:00:00 +0000

Following the recent release of the Netflix docuseries on eat the rich, the Gamestop saga, we decided to give our thoughts and takeaways following what happened with GME in 2020 and 2021. The investing world saw retail investors team up together and inflict major losses to hedge funds. More than a year later, we look back at what happened and how r/wallstreetbets managed to pull off that epic short squeeze. We also take a look at Robinhood and how it has fared since its IPO.

Tickers of stocks discussed: HOOD, GME

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Elon Musk Changes his Mind and is Credit Suisse in Trouble?

Thu, 06 Oct 2022 09:00:00 +0000

In this episode, we talk about Elon Musk going ahead with the Twitter acquisition. We also discuss the recent news surrounding the European Investment Bank, Credit Suisse and if it is really on the verge of collapse. We then have a look at why Nike’s stock was down double digit after its recent earnings release and discuss more news and earnings!

Tickers of stocks discussed: TWTR, CS, BB.TO, NKE, LULU

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

2021 Global Systemically Important Banks

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10 Dividend Stocks with Increasing Yields

Mon, 03 Oct 2022 09:00:00 +0000

With the current bear market, most dividend paying stocks have increasing dividend yields which is great for income seekers. We go over 10 dividend stocks that have seen their yields increase significantly in the past year. We then go over factoring probabilities when investing. We finish the episode by talking about adding to existing positions vs. starting new ones.

Tickers of stocks discussed: BAM-A.TO, RY.TO, CNQ.TO, TD.TO, EQIX, O, MSFT, T.TO, CTC-A.TO, GRT-UN.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Loonie Takes a Dive and Writing on the Wall for Cannabis?

Thu, 29 Sep 2022 09:00:00 +0000

Most retail stocks have had a tough year because of inflation and supply chain issues but Costco keeps delivering in its latest quarter. We look at how world currencies and CAD have fallen compared to USD. During the episode, we also talk about some changes at some of Cathy Wood’s Ark Funds and look at recent results from one of the largest Canadian Marijuana Companies.

Tickers of stocks discussed: BIL, PSU-U.TO, FDX, GS, ACN, ACB.TO, PRNT, IZRL, ARKK, COST

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

5 Advantages Retail Investors Have Over Fund Managers

Mon, 26 Sep 2022 09:00:00 +0000

In this episode we break down the advantages that retail investors have over fund managers. We also talk about the dilemma of converting CAD to USD while CAD is in a downward trend. We finish the episode by talking about the recent US Federal Reserve interest rate hike and Simon’s latest moves.

Tickers of stocks discussed: ETSY

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Convert CAD to USD with Norbert’s Gambit

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The 2nd Richest Person on Earth and Canadian Housing Drops

Thu, 22 Sep 2022 09:00:00 +0000

In this episode, we talk about some recent changes to the Toronto Stock Exchange Index. We look at which Canadian Real Estate markets have been impacted the most by the recent housing correction. We also discuss the recent acquisition by Adobe, August inflation numbers, the 2nd richest person in the world and more!

Tickers of stocks discussed: FDX, TOU.TO, BHC.TO, ASTL.TO, BLU.TO, UNS.TO, ACB.TO, ARE.TO, D-UN.TO, NGD.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Embracing Stock Market Drawdowns and Oil Stocks

Mon, 19 Sep 2022 09:00:00 +0000

It’s not always easy to be invested in the stock market during extended bear markets. In this episode, we take a look at historical market drawdowns and how long it took the stock market to recover. We also go over stock on our watchlist, fixed income options with recent rate hikes and more!

Tickers of stocks discussed: ISRG, SU.TO, CNQ.TO, TOU.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Stocks Go Down as U.S. Inflation Comes in Hot

Thu, 15 Sep 2022 09:00:00 +0000

In this episode we go over the Bank of Canada 75bps increase and the US CPI coming in higher than expected. We give our thoughts on GameStop and Dollarama’s earnings. We also talk about the recent Apple Flagship event, year to date bond returns, Brookfield Investor day and the upcoming Ethereum Merge.

Tickers of stocks discussed: BAM-A.TO, GME, DOL.TO, AAPL

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

25 Investing Terms That Every Investor Should Know

Mon, 12 Sep 2022 09:00:00 +0000

In this episode we go over investing terms that every investor should know when investing in stock or index ETF. From registered accounts to income statement, we go over the most important terms that we think every Canadian investor should know.

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Should You Buy Stocks in CAD or USD

Thu, 08 Sep 2022 09:00:00 +0000

In this episode we answer questions about buying stocks listed both in Canada and in the US and dollar cost averaging. We then go over some recent news about Snap, Amazon and Apple. We also review recent earnings from Lululemon, Crowdstrike and Alimentations Couche-Tard.

Tickers of stock discussed: AMZN, ATD.TO, LULU, AAPL, SNAP

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Is Aritzia Canada’s Next Fashion Growth Stock?

Mon, 05 Sep 2022 09:00:00 +0000

The TSX can provide great investing opportunities because it is often overlooked by US and global equity investors. Stratosphere.io analyst Adrian Iwanicki goes over the investment thesis for Aritzia and how it could be following in Lululemon’s footsteps with its US expansion plan.

Tickers of stock discussed: ATZ.TO

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

Europe's Energy Crisis & Canadian Banks

Thu, 01 Sep 2022 09:00:00 +0000

The latest from The Fed, our discussion on the energy crisis unfolding in Europe with tightened natural gas supply from Russia.

Braden discusses the uprise in social app, BeReal.

Then we wrap up some earnings from Autodesk, Canada Goose, and Canadian Banks.

Tickers of stock discussed: GOOS, ADSK, RY, CM,

Aritzia writeup: https://www.stratosphere.io/company-search/ATZ:CA/

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

See omnystudio.com/listener for privacy information.

How to Handle Emotions and Achieving Financial Independence

Sun, 28 Aug 2022 21:00:00 +0000

Simon interviews Courtney Stephens. During the episode, they talk about the following topics:

Financial literacy and some key concepts that every Canadian should know
How to handle the recent volatility in the stock, bitcoin and crypto markets
Financial independence and why the FIRE movement is not an all or nothing proposition
Some of the recent bank runs and scandals in the crypto lending space

Apple Podcast - The Canadian Real Estate Investor

Our Website
Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Courtney's Twitter: @TheCStephen

See omnystudio.com/listener for privacy information.

How to Find Winning Investment Ideas

Thu, 25 Aug 2022 09:00:00 +0000

Finding new ideas for our portfolio and decision paralysis haunts all investors. But, luckily there are tools and resources to make the process easier. Braden sits down with Dave Ahern to discuss the process of finding high quality businesses to own for a long time.

Apple Podcast - The Canadian Real Estate Investor

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Is Index Investing or Stock Picking Better?

Mon, 22 Aug 2022 09:00:00 +0000

The age old debate of using an Index ETF strategy or stock picking. We go over the pros and cons of each approach and what to consider when deciding which strategy to use.

We also go over 25 Canadian stocks with sales and earnings growth, the recent investment by Andreseen Horrowitz in Adam Newman’s new business venture and Simon goes over why he recently sold two of his stock holdings.

Tickers of stock discussed: QQQ, VTI, BBU-UN.TO, TCN.TO, FIH-U.TO, SMU-UN.TO, TSU.TO, PRMW.TO, BAM-A.TO, MTY.TO, AQN.TO, GOOS.TO, INE.TO, WIR-UN.TO, RBA.TO, WCN.TO, TFII.TO, CSU.TO, CJT.O, FSV.TO, ATA.TO, CIGI.TO, EQB.TO, IFC.TO, DSG.TO, GSY.TO

Apple Podcast - The Canadian Real Estate Investor

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Is Disney the New King of Streaming? - Earnings Roundup

Thu, 18 Aug 2022 09:00:00 +0000

Has Disney become the king of the streaming wars? Yes and no. There is more to the story and we discuss why. In addition, we break down the latest down news and various earnings reports.

Tickers of stocks discussed: BAM-A.TO, DIS, NVEI.TO, EQB.TO, HUT.TO, CGX.TO, TTD

In today’s release, we cover the following news and earnings:

Elon Musk sells more Tesla Shares
US July Inflation numbers
Disney earnings
Nuvei earnings
EQ Bank earnings
Hut 8 earnings
The Trade Desk Earnings
Cineplex earnings

Apple Podcast - The Canadian Real Estate Investor

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Building a 15 Stock Portfolio From Scratch

Mon, 15 Aug 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we go over a 15 stocks portfolio built from scratch.

Tickers of stock discussed: BAM-A.TO, BIPC.TO, BEPC.TO, GOOG, MSFT, CSU.TO, TOI.V, EQIX, SPGI, DEO, V, MA, COST, CNR.TO, CP.TO, ADSK, WM, GFL.TO, WCN.TO

Apple Podcast - The Canadian Real Estate Investor

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Are Travel Stocks Finally Back? - Earnings Roundup

Thu, 11 Aug 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings and news:

Air Canada earnings
Constellation Software and Topicus earnings
Lightspeed earnings
Intercontinental Exchange earnings
Nutrien earnings
MercadoLibre earnings
Restaurant Brands International earnings
Booking Holdings
Canopy Growth earnings

Tickers of stock discussed: AC.TO, CSU.TO, TOI.V, LSPD.TO, ICE, NTR.TO, MELI, QSR.TO, BKNG, WEED.TO

Apple Podcast - The Canadian Real Estate Investor

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Braden’s twitter: @BradoCapital

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Top 10 Acquisitions & Why Simon is Selling This Stock

Mon, 08 Aug 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we discuss the following topics:

Diversification vs Diworsification
Investing in a Recession
Top 10 Acquisitions of All Time
Why Simon is selling a position

Tickers of stock discussed: GOOG, ACN, EQIX, ASML, PINS

Apple Podcast - The Canadian Real Estate Investor

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Surprising Profits - Earnings Roundup

Thu, 04 Aug 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings and news:

HKD stock pump?
Teladoc
TFI International
Etsy
Match Group
Cargojet
Airbnb
Uber
TMX Group
Apple

Tickers of stock discussed: HKD, TDOC, TFII, ETSY, MTCH, CJT, ABNB, UBER, TMX, UBER

Apple Podcast - The Canadian Real Estate Investor

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Braden’s twitter: @BradoCapital

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Instagram vs. Tiktok and Commodities vs. Inflation

Mon, 01 Aug 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we discuss the following topics:

Instagram making a shift to become more like rival Tiktok
How oil has performed in periods of high inflation and interest rate hikes
Why patience is a powerful tool for investors
Stocks on our watchlist, presented by EQ Bank

Tickers of stock discussed: FNV.TO, EQIX

Apple Podcast - The Canadian Real Estate Investor

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Braden’s twitter: @BradoCapital

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Big Tech Keeps on Delivering - Earnings Roundup

Thu, 28 Jul 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings and news:

The Bank of Canada 100bps interest rate increase
Canadian June CPI figures
Shopify laying off 10% of its workforce
Netflix Earnings
Our live reaction as earnings from Google, Microsoft and Visa come out

Tickers of stock discussed: GOOG, MSFT, V, NFLX

Apple Podcast - The Canadian Real Estate Investor

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Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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When to Sell Stocks and Options Trading

Mon, 25 Jul 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover two main topics that were inspired by listener questions.

When to sell a stock that you own
The basics of how options trading work

Apple Podcast - The Canadian Real Estate Investor

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Braden’s twitter: @BradoCapital

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Building Wealth With Index Funds

Thu, 21 Jul 2022 09:00:00 +0000

In this episode of the Canadian Investor Podcast, Kornel Szrejber. Kornel talks about how his desire to learn about investing in Canada led him to start his podcast. Braden and Kornel discuss why an index ETF strategy is such a powerful strategy for investors.

Apple Podcast - The Canadian Real Estate Investor

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25 Point Stock Checklist

Mon, 18 Jul 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we go over a 25 point checklist that should help you determine whether the company you're considering is a worthwhile investment or not.

Apple Podcast - The Canadian Real Estate Investor

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Apple Podcast - The Canadian Real Estate Investor

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How Canadian Real Estate Performs in a Rising Rate Environment

Thu, 14 Jul 2022 09:00:00 +0000

In this special release of the Canadian Investor Podcast, we preview the new addition to the TCI Network, The Canadian Real Estate Investor Podcast with Dan Foch and Nick Hill!

Nick & Dan analyze the last 3 recessions and the effects it had on Canadian housing Market
Inflation, Interest Rates, Home prices and sales volume, Cap Rates and the correlation between them all
We finish off the episode by providing some insight on how to navigate through a rising rate environment

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Braden’s twitter: @BradoCapital

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Saving More to Invest More and Intuit

Mon, 11 Jul 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following topics:

Braden goes over why Intuit is a great business
Simon goes over ways to manage the rise in costs in our daily lives and potentially have more money to invest
We finish the episode by looking at how Canada’s GDP has evolved in the last 6 decades compared to the rest of the world.

Tickers of stocks discussed: INTU

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Braden’s twitter: @BradoCapital

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2022 Mid Year Returns and New Housing Rules - Earnings Roundup

Thu, 07 Jul 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news:

Update on market performance in 2022 compared to long term returns
FTX reaches an agreement to buy BlockFi
Alimentation Couche Tard earnings
Pinterest names a new CEO
Returns on Canadian housing vs. S&P TSX composite index
New HELOC rules to come into effect in 2023

Tickers of stocks discussed:

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Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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10 Travel Stocks and ETFs to Watch

Mon, 04 Jul 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following topics:

We look at 7 travel stocks to see how their business has evolved since the start of the pandemic
Braden looks at how AirBnB started, where its business is at and what the future might hold
We finish the episode by looking at 3 thematic ETFs for exposure to the travel and leisure industry

Tickers of stocks discussed: ABNB, BKNG, FUN, MTN, AC.TO, CCL, MAR, AWAY, CRUZ, TRVL.TO

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Red Hot Inflation & is Robinhood for Sale? - Earnings Roundup

Thu, 30 Jun 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news:

Canadian CPI reaching 7.7%
Accenture earnings
Blackberry earnings
CN Rail’s new capital plan
Rumors of FTX looking to buy Robinhood
Three Arrow Capital, a crypto hedge fund, defaults on loan

Tickers of stocks discussed: HOOD, ACN, ACB.TO, BB.TO, CNR.TO

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Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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Paypal Mafia and Crypto Lending Platforms in Trouble

Mon, 27 Jun 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following topics:

How to save on foreign exchange fees with the Norberts Gambit method
Crypto Lending Platforms experiencing liquidity issues
The paypal mafia, a list of great entrepreneurs that all came from paypal’s early days

Tickers of stocks discussed: DLR.TO, DLR.U.TO, PYPL

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Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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Destruction at Coinbase & Cannabis - Earnings Roundup

Thu, 23 Jun 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news:

U.S. Fed increases interest rates by 75bps
Layoffs across trading platforms
Adobe earnings
Canadian housings cooled down again in May
Canada to ban some single use plastic items
Hexo earnings
Enghouse changing business and why Braden sold his shares
TSX continues to outperform its U.S. counterparts

Tickers of stocks discussed: HEXO.TO, ADBE, ENGH.TO

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Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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Top Performing Canadian Stocks and ESG

Mon, 20 Jun 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following topics:

We take a look at the best performing TSX listed stocks over the last 5 and 10 year period
We discuss ESG investing and how inconsistent the term ESG is when it comes to investing

Tickers of stocks discussed: CSU.TO, WCN.TO, DSG.TO, TIH.TO, TVK.TO, CP.TO, BYD.TO, CJT.TO, BIP-UN.TO, WDO.TO, CIGI.TO, IFC.TO, FNV.TO, CNR.TO, GIB-A.TO, CGY.TO, X.TO, BEP-UN.TO, IIP-UN.TO, AIF.TO

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Braden’s twitter: @BradoCapital

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Warren Buffett on Bear Markets & Our Watchlist - Earnings Roundup

Thu, 16 Jun 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news:

US CPI print
Warren Buffet on market Drawdowns
Docusign earnings
Jennifer Wong becoming the CEO of Aritzia
Dollarama Earnings
Vail Resorts earnings
Rumors that Netflix might buy Roku
Stocks on our watchlist

Tickers of stocks discussed: SMNNY, GOOG, DOCU, ATZ.TO, DOL.TO, MTN, NFLX, ROKU

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Braden’s twitter: @BradoCapital

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The 25 Largest Canadian Employers

Mon, 13 Jun 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following topics:

An overview of the 25 largest Canadian employers
Macroeconomics and what impact it could have on the stocks you own
Looking at the most visited sites in the world

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Seven Stocks Facing Trouble - Earnings Roundup

Thu, 09 Jun 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news:

Lululemon earnings
Crowdstrike earnings
Canopy Growth earnings
BRP earnings
CloudMD earnings
Chewy earnings
Public cloud valuations have plummeted
Apple getting into the buy now and pay letter business

Tickers of stocks discussed: LULU, CRWD, WEED.TO, DOO.TO, DOC.V, CHWY, AAPL

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Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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The Perfect Dividend Stock

Mon, 06 Jun 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following topics:

Recent returns from Canadian Equities
A deep dive into Equinix, the Data REIT market leader

Tickers of stocks discussed: EQIX

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Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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Huge Rebound from an Airline Business & Interest Rate Hikes - Earnings Roundup

Thu, 02 Jun 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover earnings and news from financial markets.

Tickers of stocks discussed: WSP.TO, COST, ADSK, TWTR, CRM, TD, RY, CAE, BABA

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Have Retail Stocks Become Too Cheap to Ignore?

Mon, 30 May 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following topics:

A look back at a letter from Warren Buffet in 1977 about inflation
Major retailers and their current valuations
What to make of stock based compensation

Tickers of stocks discussed: WMT, HD, COST, DOL.TO, CTC-A.TO

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Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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Snapchat’s Tumble & Canadian Inflation- Earnings Roundup

Thu, 26 May 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news:

Snapchat revises its guidance and the stock takes a big hit
Lightspeed earnings
Canadian CPI is released for April
Tencent earnings
Walmart earnings
Home depot earnings
Mcdonalds exits Russia
Canada Goose earnings
Algonquin Power & Utilities earnings

Tickers of stocks discussed: SNAP, LSPD.TO, GOOS.TO, WMT, HD, AQN.TO, GOOG, TTD, FB, PINS

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Canadian Housing & Tech Implosion

Mon, 23 May 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following topics:

Recent Canadian housing stats and looking how rising interest rates impact a mortgage monthly payment
Pullback for multiples of SaaS companies
A look at Bitcoin past bear markets
A dive into Thermo Fisher Scientific

Tickers of stocks discussed: TMO, INTU, NOW, ADSK, CRWD, TTD, ZI, HUBS, LSPD.TO, SHOP.TO, ASAN, SNOW, S

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Canadian Stocks Unlocking Value - Earnings Roundup

Thu, 19 May 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news:

US April CPI release
WSP Global earnings
Nuvei earnings
Unity earnings
Is the Musk-Twitter deal now on hold?
Brookfield Asset Management earnings
DCBO earnings
Equitable Group earnings
Suncor earnings
Terra USD de-pegging from the US dollar

Tickers of stocks discussed: WSP.TO, NVEI.TO, U, TWTR, BAM-A.TO, DCBO.TO, EQB.TO, SU.TO

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Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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Online Gambling & What to do in Bear Markets

Mon, 16 May 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following topics:

How bear markets can create great returns over the long term
Online gambling industry and how to get exposure to it
Activision Blizzard arbitrage following the Microsoft offer

Tickers of stocks discussed: PDYPY, DKNG,PENN, CZR, MGM, PYTCY, ATVI, MSFT, NVEI.TO, V, MA

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Braden’s twitter: @BradoCapital

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E-commerce & “Markets in Turmoil” - Earnings Roundup

Thu, 12 May 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news:

Etsy earnings
Mercado Libre earnings
Nurtien earnings
Constellation Software earnings
Topicus earnings
Loblaws earnings
Shopify earnings
Brookfield infrastructure partners earnings
CNBC Markets in turmoil segment
Air Canada earnings

Tickers of stocks discussed: ETSY, MELI, NTR.TO, CSU.TO, TOI.V, L.TO, SHOP.TO, BIPC.TO, AC.TO

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Simon’s twitter: @Fiat_Iceberg
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Top 10 Holdings for Canadians and Market Keeps Falling

Mon, 09 May 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following topics:

TD’s most recent update on top 10 holdings for Canadians
How to handle a drawdown after starting to invest in a bull market
Cloud computing provider market share
Stock on our watchlist presented by EQ Bank

Tickers of stocks discussed: CSU.TO, GOOG, AMZN, MSFT, LSPD.TO, NFLX, FB

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Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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Teladoc Drops and Payments Impress - Earnings Roundup

Thu, 05 May 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news:

Nasdaq down 22% YTD
Teladoc earnings
Amazon earnings
Pinterest earnings
TFI international earnings
Canadian national rail earnings
Visa earnings
Mastercard earnings
Apple earnings

Tickers of stocks discussed: TDOC, AMZN, PINS, TFII.TO, CNR, V, MA, AAPL

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Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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Are Big Tech Stocks Getting Cheap?

Mon, 02 May 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following topics:

Valuation of big tech stocks which are significantly down since their recent highs
Accumulating wealth over the long term without getting lucky
We compare market cap ETFs vs. equal weighted ETFs and reverse market cap ETFs

Tickers of stocks discussed: SPY, RSP, YPS, AAPL, GOOG, PYPL, NFLX, FB

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Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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Call of Duty & is Housing Slowing Down? Earnings Roundup

Thu, 28 Apr 2022 09:00:00 +0000

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news:

Canadian CPI rising to 6.7%
Intuitive Surgical earnings
February 2022 housing data showing a potential cooldown
ASML earnings
Elon Musk buying Twitter
Metro earnings
Activision Blizzard earnings
Snap earnings

Tickers of stocks discussed: ISRG, ASML, TWTR, MRU.TO, ATVI, SNAP

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Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

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