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The Canadian Investor

Latest episodes

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Jun 6, 2024 • 1h 5min

Mixed Results for Canada’s Big Banks

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 Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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Jun 3, 2024 • 54min

Two Stocks We Added to Our Watchlist

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 - Age of Disability Study 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 Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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May 30, 2024 • 51min

Nvidia is Unstoppable and Trouble at Lululemon

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 Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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May 27, 2024 • 46min

5 Small Canadian Stocks & 10 Sector-Specific ETFs

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 Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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May 23, 2024 • 53min

Will Slowing Inflation Lead to Interest Rate Cuts?

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 Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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May 20, 2024 • 42min

Why Gold and Bitcoin Provide Money Printing Insurance

The podcast discusses the legacy of Jim Simons and the remarkable performance of the Medallion Fund. They answer a listener's question on investing in Gold and Bitcoin as insurance against money printing. The conversation covers central bank actions, the evolution of money supplies, and asset diversification for financial stability.
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May 16, 2024 • 54min

The Return of Meme Stocks and Canadians Spending Less

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 Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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May 13, 2024 • 53min

Dealing with Investing Biases and Will Open Banking Increase Competition?

Exploring biases in investing and the use of stop limits to protect portfolios. Insights on Canada’s Consumer-Driven Banking Framework and open banking. Tickers discussed: QSR.TO, ASML. Check out Jointci.com for the portfolio. Twitter handles: @cdn_investing, @Fiat_Iceberg, @BradoCapital, @stocktrades_ca
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May 10, 2024 • 52min

Higher Profits for Loblaws and Slowing Growth for Air Canada

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 Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.
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May 9, 2024 • 58min

More Trouble for TD and Apple’s Slowing Sales

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

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