The Canadian Investor

Braden Dennis & Simon Belanger
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Oct 2, 2023 • 44min

The Bull and Bear Case for Enbridge with The Dividend Guy

Simon is joined by the Dividend Guy himself, Mike Heroux. Mike hosts two podcasts and is active both on youtube and Twitter. During the episode, Simon and Mike go over Enbridge as an investment and whether it is a good dividend play going forward.  Symbols of stocks discussed: ENB.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 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 to Stratosphere for free 🚀 our platform for self-directed stock investing research. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. Mike’s Twitter: @thedividendguy Mike’s youtube channel: https://www.youtube.com/@DividendGuy/featured See omnystudio.com/listener for privacy information.
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Sep 28, 2023 • 1h 3min

Making Sense of Canada’s Economy with Richard Dias

In this episode, Simon talks with Richard Dias from the Loonie Hour and PGM Global. Richard is a macro expert and we talk about the state of the Canadian economy and where it's heading.  Symbols of stocks discussed:  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 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 to Stratosphere for free 🚀 our platform for self-directed stock investing research. 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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Sep 25, 2023 • 50min

6 Stocks to Hold for the next Decade

In this episode, we talk about 3 stocks that we would each own if we were stranded on a desert island and couldn’t sell them for 10 years. Symbols of stocks discussed: ROP, COST, CNR.TO, ISRG, HD, 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 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 to Stratosphere for free 🚀 our platform for self-directed stock investing research. 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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Sep 21, 2023 • 51min

BioSteel Files for Bankruptcy and Grocery CEOs Meet with Ottawa

In this episode, we cover the Canadian August CPI print come in higher than expected, the founder of Indigo returning as CEO, Grocery CEOs meeting with the federal government to stabilize food prices, Biosteel filling for bankruptcy, Dollarama earnings and the recent debenture offering from Constellation software.  Symbols of stocks discussed: IDG.TO, L.TO, MRU.TO, DOL.TO, EMP-A.TO, WEED.TO, CSU.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 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 to Stratosphere for free 🚀 our platform for self-directed stock investing research. 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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Sep 18, 2023 • 45min

What’s Happening with Indigo and Competitive Advantages

In this episode of the Canadian Investor Podcast, we start by talking about different competitive advantages, a look back at how Indigo Chapters has performed in the past two years and Simon discusses a potential change in his investment portfolio. Symbols of stocks discussed: IDG.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 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 to Stratosphere for free 🚀 our platform for self-directed stock investing research. 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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Sep 14, 2023 • 50min

Enbridge to Become Largest Gas Utility in North America

Topics discussed include the Bank of Canada pause, Enbridge's acquisition of dominion gas storage and utility assets, and the instacart IPO. The hosts also analyze the financial performance of a grocery delivery company, explore Uber's optionality, and discuss the rebranding of a company and Europe's contradiction on nuclear energy.
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Sep 11, 2023 • 43min

Stock Lending Programs and July’s Most Traded Stocks

In this episode of the Canadian Investor Podcast, we talk about 7 virtues of investors, TD’s investor sentiment index and the most traded stocks according to that index. We finish the episode by talking about Wealthsimple’s new stock lending program. Symbols of stocks discussed: TSLA, TRP, T, SHOP, ENB.TO, TD.TO, NVDA, MSFT, BNS.TO, BCE.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 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 to Stratosphere for free 🚀 our platform for self-directed stock investing research. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. TD Investor Sentiment IndexSee omnystudio.com/listener for privacy information.
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Sep 7, 2023 • 51min

Are Canadian Banks Preparing for a Recession?

Discussion on recent letters questioning Bank of Canada's independence, challenges in the housing market and collaboration, concerns about Canadian bank earnings and update on private markets, highlights of Royal Bank, CIBC, and Bank of National Bank's earnings reports, Nvidia's impressive growth and revenue record, managing expectations and potential changes in successful business.
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Sep 4, 2023 • 44min

Investor managing billions reveals investment ideas (interview with Barry Schwartz)

Barry Schwartz, Chief Investment Officer at Baskin Wealth Mgmt, shares insights on managing risk, investing strategies, and the consistency of human behavior in long-term investing. He discusses his longest held stock, the National Bank of Canada, and the challenges of investing at a young age. Barry also highlights TMX Group as a defensive stock and explores the dominance of TSX TMX Group in the Canadian market and Live Nation's vertical integration controversies.
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Aug 31, 2023 • 37min

Businesses That Provide Monster Returns (100x Stories with Chris Mayer)

Chris Mayer, author of 100 Baggers and Woodlock House Family Capital, discusses long term investing, characteristics of great businesses, volatility, growth KPIs, and serial acquirers. Topics include the coffee can portfolio, importance of growth in revenue, balancing multiple with return, appeal of serial acquirers, and the importance of picking the right jockey in investment.

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