The Canadian Investor

Braden Dennis & Simon Belanger
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Dec 29, 2022 • 49min

Mock Drafting Portfolios from Scratch

Ever wonder what a hockey starting lineup would look like if it were made of 6 great companies? Simon and Braden each chose 6 stocks that to fill their hockey starting lineup and explain why they chose each company. Tickers of stocks discussed: MSFT, COST, INTU, DOO.TO, ATZ.TO, ISRG, ASML, CP.TO, BIPC.TO, NDAQ, CHD, BRK-B 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. Register for ShakepaySee omnystudio.com/listener for privacy information.
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Dec 26, 2022 • 52min

Can Zombie Companies Survive Higher Interest Rates?

In this episode, we discuss a recent piece from RBC showing that more and more Canadians are renting as home ownership affordability has dwindled over the last decade. We also talk about retirement decumulation and talk about Zombie companies Tickers of stocks discussed: CVNA 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. Register for ShakepaySee omnystudio.com/listener for privacy information.
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Dec 22, 2022 • 49min

2022 Year in Review

From high inflation to growth stocks coming back down to earth, we discuss our main takeaways from 2022 from a Canadian investing standpoint. Tickers of stocks discussed: XAGG.TO, XCBU.TO, VGV.TO, VCB.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. Register for ShakepaySee omnystudio.com/listener for privacy information.
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Dec 19, 2022 • 46min

How Often Should You Check Your Portfolio?

Psychology can be an investors’ greatest asset or downfall and how often you look at your portfolio returns could have a big impact on that. We discuss if you should be owning stock in the company you work for and answer a listener question about navigating taxes in a non-registered account. Tickers of stocks discussed: MSFT, PM, EL, ADP, IDXX, PEP, SYK, MKC, V, WAT, BFB, AMZN, META, GOOGL, INTU, MTD, CHD, ADBE, NKE, PYPL, OTIS, VRSN, SBR, FTNT, MASI 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. Register for ShakepaySee omnystudio.com/listener for privacy information.
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Dec 15, 2022 • 49min

Canadian Retailer Keeps Crushing & 76% returns?

GameStop was the meme stock of the year in 2021, but how is its business doing currently? Canadian retailer Dollarama keeps posting impressive results while other retailers are struggling. We also go over the earnings of Lululemon and Costco and discuss the recent news on inflation and the arrest of Sam Bankman-Fried. Tickers of stocks discussed: DOL.TO, LULU, COST, GME 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. Register for ShakepaySee omnystudio.com/listener for privacy information.
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Dec 12, 2022 • 46min

Why Stocks Go Up & ESG to Charge Higher Fees?

Financial media headlines constantly talk about the Dow Jones Industrial index but is it relevant? Are ESG ETFs a way for fund managers like Blackrock to charge higher fees? What drives stock returns over different time periods? We answer those burning questions in this episode of the Canadian Investor Podcast. Tickers of stocks discussed: AAPL, MSFT, GOOG, AMZN, BRK-B, TSLA, UNH, JNJ, V, XOM, TSMC, WMT, NVDA, JPM, TCEHY, MC.PA, PG, LLY, MA, ESGU, IVV, VEGN, QQQ, XESG.TO, XIC.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. Register for ShakepaySee omnystudio.com/listener for privacy information.
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Dec 8, 2022 • 53min

Best & Worst Performing Sectors of 2022

It’s the end of the year and we look at the best and worst performing stock market sectors in 2022. We look at the earnings from 3 of Canada’s largest banks and if a large increase in consumer debt is alarming for Canada’s economy going forward. Tickers of stocks discussed: RY.TO, NA.TO, CM.TO, CRWD, ALGN, SIVB, ZM, META, NFLX, TSLA, MRNA, AVTR, RKT, AMZN, LBRDA, PINS, VEEV, NOW, KKR, NTR.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. Register for ShakepaySee omnystudio.com/listener for privacy information.
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Dec 5, 2022 • 46min

Is Allied Properties REIT Undervalued or a Value Trap?

The Real Estate Sector has been hit hard by higher interest rates with the sector being down more than 25% year to date. In this episode we do a dive into Allied Properties REIT which has seen its price go down by more than 40% since the start of 2022. Allied is traded on the TSX and currently has a dividend that yields more than 6.5%. Tickers of stocks discussed: AP-UN.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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Dec 1, 2022 • 46min

Record Black Friday Sales and a Huge Canadian Acquisition

Shopify shows that online retailers are still going strong with its vendors posting record black friday sales! Royal Bank of Canada announces that it will be making a massive acquisition by buying HSBC’s Canadian operations for 13.5B. We also looked at the recent quarters of software and retails stocks listed down south. Tickers of stocks discussed: SHOP.TO, ADSK, DLTR, PDD, ATD.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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Nov 28, 2022 • 52min

20 Stocks Boosted by Share Buybacks

We go over a list of stocks that show how share buybacks can supercharge returns for shareholders if they are done right by management. We discuss the pros and cons of a low stock price for a great company and the difference between a closed end fund and open end fund.   Tickers of stocks discussed: AGO, DDS, DQ, DLTR, AMP, AZO, ORLY, MSI, CAR, MUSA, LOW, CACC, WEN, GME, DBMG, RH, KFRC, NKE, V, AMBC 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.

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