The Canadian Investor

People often wonder how they can mitigate risk with riskier investments. We discuss a tool available to all investors that can help with this. We then talk about Big Tech Stocks and if we are bullish or bearish going forward. We explain what NAV is and why it matters when investing in funds. Tickers of stocks discussed: GBTC, WMT, TTM, JWM  Shakepay Bitcoin Survey 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.

Earnings season continues with a slew of Canadian companies reporting. In this episode, we look at earnings from companies like Lightspeed, Constellation Software, Nutrien and Canada Goose. We also give our thoughts on emerging themes from this earnings season as well as the new tax on buybacks that was announced by the federal government. Tickers of stocks discussed: CSU.TO, TOI.V, LSPD.TO, MG.TO, BIPC.TO, GOOS.TO, SBUX.TO, NTR.TO, NVEI.TO Shakepay Bitcoin Survey 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.

Wondering what the big secular trends of the 2020’s will be? In this episode we talk about 4 secular trends that we think will have massive tailwinds until the end of this decade We also discuss stocks that could benefit from these secular trends. We finish the show by discussing a listener question on Canadian Depositary Receipts (CDR).  Tickers of stocks discussed: BNY, TXN, NVDA, AMD, INTC, ASML, TSM, QCOM, GOOG, MSFT, AMZN, CRWD, HACK, AVGO, LRCX Shakepay Bitcoin Survey 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.

2022 is turning out to be a very different year for software as a service (SAAS) stocks. The market is putting more importance on profitability. Companies that were trading at nosebleed valuations last year need to prove they can grow sales and be profitable. In the episode we have a look at several names to see if this is the case or not. We finish the episode with some boring Canadian  transportation companies that are actually profitable! Tickers of stocks discussed: SHOP.TO, SPOT, TDOC, PINS, AAPL, TFII.TO, CP.TO, AC.TO Bet on Canada event hosted by The Peak Shakepay Bitcoin Survey 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.

This earnings season is turning out to be tough for many publicly listed companies. During this special episode, we go over earnings from Visa, Microsoft and Google. We then talk about Chinese stocks and if they have become uninvestable following the 20th National Congress of the CCP.  Tickers of stocks discussed: V, MSFT, GOOG, KWEB, BABA, TCEHY, JD, PDD 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.

Earnings season is always a fun time of the year for anyone with an interest in stocks. In this episode we go over earnings from Tesla, American Express, UPS, Moody’s and more! We also discuss the recent inflation news coming out of Canada and why Chinese stocks were getting hammered this week. Tickers of stocks discussed: JD, TCEHY, BABA, MCO, TSLA, AXP, WGO, WHR, UPS 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.

The bear market we are currently in has brought the valuation of most companies down. In this episode, we look at the stocks of 10 great businesses that we have on our watchlist for Q4 2022. Tickers of stocks discussed: GRT-UN.TO, ISRG, ASML, ADSK, RY.TO, SPGI, AMZN, ADBE, BAM-A.TO, ACN 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.

Aritzia continues to have impressive results quarter after quarter. We also look at the recent returns of the S&P500 by sector and how it can be a good indicator of where to find value in the stock market. We also have a look at the recent US CPI release and what it means for inflation. Based on popular demand, we do a live reaction of Netflix earnings which came out as we were recording the podcast.  Tickers of stocks discussed: ATZ.TO, BLK, DAL, PEP, ABNB, JPM, BAC, MS, WFC, NFLX 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.

Is putting your hard earned money in real estate always a good investment? We took a deeper look at the pros and cons of Real Estate and investing in the stock market to try and answer that question. We also look at some of the most popular stock holdings according to TD direct investing. Tickers of stocks discussed: USRT, TSLA, BBY, TD.TO, BNS.TO, SU.TO, AMC.TO, AMZN, ENB.TO, CM.TO, SHOP.TO, BCE.TO, AAPL, T.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.

Semiconductor stocks like Nvidia, AMD, ASML and TSM have been getting crushed since the start of the year. Companies associated with those chipmakers have been trading down since the warning of AMD last week about weaker demand in the short term. We also review some of the recent macro and inflation news. We look at an alcohol and marijuana company and discuss whether the big cannabis news from the US will have a long term impact on them and the industry as a whole. Tickers of stocks discussed: NVDA, AMD, TSM, AMAT, LRCX, ASML, KLAC, AVGO, BAM-A.TO, CGX.TO, STZ, MTY.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.