The Canadian Investor

Dan Kent, a frequent guest known for his insights into stocks and investing strategies, joins to discuss ten Canadian stocks poised for long-term success. The conversation dives into Constellation Software's tech potential and the challenges ahead. They also explore Loblaws’ robust performance and WSP Global’s pivotal role in infrastructure. Intact Financial’s strategic use of AI in insurance and Waste Connections’ resilient business model are highlighted as well. Overall, it's a deep dive into investing opportunities in Canada’s evolving market.

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 Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode, we dive 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 Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode, we 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  Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode, we 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  Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode, Simon and 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 Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Dive into the ins and outs of Questrade's new securities lending program, highlighting its pros and cons for retail investors. Discover why skepticism towards sell-side analysts is essential, as conflicts of interest can skew their recommendations. Learn about Secure Waste Infrastructure Corp, a promising small-cap stock with strong cash flow and growth potential. The discussion also provides insights on finding hidden gems in the small and mid-cap markets, encouraging listeners to engage and share their thoughts.

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  Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode, we 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. Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode, we 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  Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.