The Canadian Investor

In this episode, we dig into some big moves across markets. Spotify is shaking things up with Daniel Ek stepping down as CEO and a new co-CEO model taking over. Nike finally posts sales growth after a tough stretch, but margins remain under pressure as rivals like On and Hoka keep gaining ground. Algoma Steel gets a $500M government loan as tariffs hammer its U.S. exports, raising questions about its future. We also break down Air Canada’s revised guidance following its labour dispute, and take a look at Costco’s strong results and what its valuation means for investors. Tickers of stocks discussed: SPOT, NKE, ASTL.TO, AC.TO, COST 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.

Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants—semiconductors, hyperscalers, pure-play AI software, enterprise apps, and data center REITs—this episode looks at some of the less obvious but equally important beneficiaries of AI. From utilities and grid infrastructure to commodities like uranium, copper, and natural gas, they explore the backbone powering AI’s massive energy demand. They also dig into healthcare, cybersecurity, IT consulting, and industrial automation—sectors where AI is already improving efficiency, margins, and innovation in ways most investors overlook. Once again, they highlight dozens of companies and ETFs across these subsectors, balancing both the opportunities and the risks. If you’re wondering how to get diversified AI exposure beyond the usual suspects like NVDA and MSFT, this episode is packed with fresh angles and ticker ideas. Tickers discussed: Utilities & infrastructure: NEE, CNP, D, CPX.TO, BEPC, BIP.UN.TO, PWR, MTZ, SU, ENB Commodities & energy: TECK.B.TO, TOU.TO, URA, U.UN.TO, UNG, ZEO.TO, BCIM Healthcare: GEHC, SMMNY, PFE, ISRG, WELL.TO, ZHQ.TO Cybersecurity: CRWD, PANW, HAK, CYBR.TOConsulting & IT services: ACN, IBM, INFY Industrial automation: ROK, ABB, PNG.V  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 Constellation Software’s recent AI focused investor call. What management actually said and how it could shape M&A and vertical markets. We then do a deep dive into the new short report that was published on the subprime lender GoEasy with a balanced look at the key allegations, the numbers (interest receivable, charge-offs, delinquencies), and what to watch next. Tickers of stocks discussed: CSU.TO, GSY.TO 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.

Simon and Dan kick off a two-part deep dive into 50 Ways to Invest in the AI Revolution. From the obvious giants to under-the-radar plays you may not have considered, they explore how AI touches everything from chips and cloud to healthcare, cybersecurity, and even utilities. Along the way, they drop dozens of tickers and ETFs across multiple subsectors—some household names, some you’ll be hearing for the first time. If you’ve ever wondered how to get AI exposure beyond just NVDA, this episode is packed with ideas. Tickers discussed:Semis & equipment: NVDA, AMD, ASML, TSM, AVGO, ARM, MU, AMAT, SMH, CHPS.TOHyperscalers / platforms: MSFT, AMZN, GOOGL, META, QQQ, CLOUPure-play AI software/models: PLTR, SOUN, ZXLK.TOEnterprise software with AI: ADBE, CRM, ORCL, SAP, NOWData-center REITs: EQIX, DLR 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 of the Canadian Investor Podcast, we break down Canada’s latest inflation read and the Bank of Canada’s rate cut, framing what “sticky core” means for investors. We then turn to earnings and look at Adobe’s AI narrative vs. a maturing growth profile, Affirm’s BNPL momentum alongside credit risk, and Dollar Tree’s value push contrasted with Dollarama’s margin machine.  Tickers of stocks discussed: ADBE, AFRM, DLTR, GSY.TO 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 go over yield traps and why abnormally high dividends often signal business stress rather than easy income. We walk through how falling share prices inflate trailing yields, why payout ratios and free cash flow coverage matter, how special dividends can skew TTM yields, and when sector “norms” turn into red flags.  To make things easier to spot, we do a sector by sector overview of what is considered a normal yield and what is considered a high and likely unsustainable dividend yield. Tickers of stocks/ETFs discussed:UPS, FDX, BCE.TO, T.TO, T , VZ, DIS, NFLX, WBD, FOXA, NWSA, GOOGL, CNR.TO , TFII.TO, PFE, LLY, IBM, AQN.TO, FTS.TO, IFC.TO, SU.TO, CNQ.TO, XOM, FNV.TO, WPM.TO, TOU.TO, AP.UN.TO, MMM, QQQ, QYLD. 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 cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to be up 40% and close to joining the trillion dollar market cap club. We also look at weak job numbers coming out for Canada and the US and what it means for investors. In the mining space, we discuss the proposed merger between Teck Resources and Anglo American. We finish the episode by talking about Lululemon’s rough quarter and weak guidance and how BRP may finally be turning things around. Tickers of stocks discussed: ORCL, META, NVDA, AMD, TECK, LULU, DOO.TO 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.

Gold just hit a new all-time high, and we’re dedicating a full episode to what’s driving the move and the smartest ways to get exposure. We break down the macro tailwinds and why those forces can keep a bid under the metal.  Then we get practical, walking through the different ways investors can gain exposure to gold, from holding physical bullion to ETFs, miners, and more—highlighting the pros and cons of each approach. Tickers of Stocks and ETFs discussed: GLD, ZGLD.TO, GDX, GDXJ, ZGD.TO, OUNZ, PHYS, FNV.TO, AEM.TO, ABX.TO  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 of the Canadian Investor podcast, Simon (fresh off vacation) and Dan Kent dig into a jam-packed news and earnings episode. We start with the U.S. antitrust ruling on Google. Then we break down Alimentation Couche-Tard’s quarter which was mostly positive. We finish with earnings from TD and Royal Bank as well as our takeaways from Banks earnings this season. Tickers of stocks discussed: TD.TO, RY.TO, GOOG, ATD.TO  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.

Discover how AI can supercharge your investing strategy! Explore the role of large language models like ChatGPT in generating ideas and conducting research. Learn how to validate metrics and recognize patterns with AI’s help, while also weighing the pros and cons. Dive into how hedge funds are utilizing AI for market predictions and portfolio optimization. The conversation offers a thoughtful balance on using technology effectively in finance, highlighting potential pitfalls that savvy investors should avoid.