The Canadian Investor

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  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  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.

Braden reflects on his 10 year investment journey, emphasizing quality over quantity in portfolio decisions. They discuss two stocks - streaming giant Franco-Nevada and Terravest. The hosts share insights on network effects, efficiency in investing, key players in mining, and the importance of strong balance sheets in acquiring distressed assets.

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.   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  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.

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. 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  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, 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. 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  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 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. 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  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 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 2017 Go Public investigation CBC 2024 marketplace investigation 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  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.

Join financial planner Mark McGrath as he discusses index investing, debunking dividend investing myths, and the nuances of pension plans with Simon. They also explore cryptocurrency investments, home country bias, and the benefits of defined benefit vs. defined contribution plans.

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 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  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 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 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  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.