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The Canadian Investor
Inflation Stays Below 3% and Aritzia Rebounds
Jul 18, 2024
Discussion on Canadian CPI data showing a drop to 2.7% y-o-y, acquisitions in the market including Heroux Devtek, MTY Food Group's earnings review, Aritzia's strong revenue growth, preview of BlackRock's revenue increase, and Goodfood's struggles with declining revenue
53:00
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Quick takeaways
- Canadian CPI in June 2024 shows 2.7% YoY drop, impacting food, shelter, services, and energy prices.
- Aritzia's Q1 success driven by US operations and improved margins reflects changing retail dynamics.
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Overview of Canadian Investor Podcast Episode
In this episode of the Canadian Investor podcast, the hosts Braden Dennis and Simone Belanger cover a range of topics including recent market news, earnings reports, and acquisitions in the Canadian investing landscape. The discussion delves into the impact of CPI reports on market trends, the performance of Canadian small cap stocks, and the rotation between different market segments, notably small caps and larger indexes like the S&P 500. The episode also highlights the acquisition of a Quebec-based small cap company by a private equity firm, underscoring the dynamics of acquisitions in the Canadian market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode