The Canadian Investor

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.

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 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.

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. Randy Cohen Blog on 60/40 performance  The Block Bitcoin Flow Charts 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.

This episode discusses Nvidia's market performance, Lightspeed Commerce and Teladoc earnings, Loblaw's earnings, and the start of Canadian bank earnings. They analyze Nvidia's growth and future, as well as the challenges faced by pandemic darlings. The hosts also share personal anecdotes and insights on investment strategies and financial education.

Join Simon and Braden as they discuss top stock picks for 2024 including Canadian Pacific Kansas City Southern and Blackrock. They analyze the competitive advantage of railways, geopolitical dynamics, national security implications, and investment basics. The podcast also covers revenue growth, debt concerns, valuation of transportation companies, luxury car markets, Blackrock's financial metrics, Snapchat stock performance, and investment potential of apps.

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 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.

Learn about 8 red flags when analyzing stocks, from declining revenues to unsustainable payout ratios. Discover why less can be more in terms of holdings. Explore the importance of monitoring red flags in stock analysis, including debt ratios and management's track record. Dive into the challenges of analyzing complex businesses like pharmaceuticals and Brookfield. Understand the significance of percentages in stock calculations and budgeting perspectives.

This podcast delves into the rise in the US Consumer Price Index and its impact on the Federal Reserve decisions. It also explores New York Community Bank's challenges with its exposure to rent-controlled real estate. The podcast discusses BCE's lackluster earnings report and regulatory challenges, as well as Telus' performance. Lastly, it examines TFI's fourth-quarter results and the ups and downs of the logistics industry in a slowing Canadian economy.

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.  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.