The Canadian Investor

Braden Dennis & Simon Belanger
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May 2, 2022 • 42min

Are Big Tech Stocks Getting Cheap?

In this release of the Canadian Investor Podcast, we cover the following topics: Valuation of big tech stocks which are significantly down since their recent highs Accumulating wealth over the long term without getting lucky We compare market cap ETFs vs. equal weighted ETFs and reverse market cap ETFs Tickers of stocks discussed: SPY, RSP, YPS, AAPL, GOOG, PYPL, NFLX, FB Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Blue Jays Sign up link 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. Check out the Yes We are Open Podcast from sponsor MonerisSee omnystudio.com/listener for privacy information.
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Apr 28, 2022 • 45min

Call of Duty & is Housing Slowing Down? Earnings Roundup

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Canadian CPI rising to 6.7% Intuitive Surgical earnings February 2022 housing data showing a potential cooldown ASML earnings Elon Musk buying Twitter Metro earnings Activision Blizzard earnings Snap earnings Tickers of stocks discussed: ISRG, ASML, TWTR, MRU.TO, ATVI, SNAP Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital JOIN TCI:  Check out our portfolio by going to Jointci.com 🇨🇦 ❤️ 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. Check out the Yes We are Open Podcast from sponsor Moneris Blue Jays Sign up linkSee omnystudio.com/listener for privacy information.
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Apr 25, 2022 • 42min

The Best Performing S&P 500 Stocks

In this release of the Canadian Investor Podcast, we cover the following topics: We answer a listener question about selling big tech stocks What to make of Netflix earnings release and recession fears The best performing S&P 500 stocks over 5, 10, 15 and 20 years  How we handle bad news from a company we own Tickers of stocks discussed: NFLX, ENPH, SEDG, TSLA, ETSY, NVDA, DXCM, MPWR, AMZN, AAPL, MNST, TSCO, ODFL Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital 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. Check out the Yes We are Open Podcast from sponsor MonerisSee omnystudio.com/listener for privacy information.
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Apr 21, 2022 • 42min

The Most Important Rule & Stocks on our Watchlist

In this release of the Canadian Investor Podcast, we cover the following topics: Cathie Wood saying that she expects 50% compound annual growth rate from her ETFs Etsy sellers announcing they are going on strike The one rule that makes winning stocks Bitcoin as an inflation hedge How monopolistics type of companies are like toll roads Stocks on our watchlist Tickers of stocks discussed: ETSY, ADSK, CP.TO, ARKK Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital 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. Check out the Yes We are Open Podcast from sponsor MonerisSee omnystudio.com/listener for privacy information.
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Apr 18, 2022 • 53min

Rising Rates and the Twitter Saga Continues - Earnings Roundup

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Bank of Canada raising interest rates to 1% Elon Musk and Twitter Saga BlackRock Q1 earnings Shopify Stock Split Delta Airlines earnings Berkshire reveals its stake in HP Taiwan Semiconductor earnings Peter thiels makes headlines by calling Buffet a Sociopathic Grandpa Stripe update letter Tickers of stocks discussed: BLK, BRK-B, TWTR, DAL, TSM, SHOP.TO Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital 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. Check out the Yes We are Open Podcast from sponsor MonerisSee omnystudio.com/listener for privacy information.
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Apr 14, 2022 • 52min

10 stocks under 10 billion - TCI Rewind

In this episode of the Canadian Investor Podcast we discuss ten companies under 10 billion in market cap that are worth adding to any watchlist. Those companies are Redfin, Equitable Group, Docebo, Topicus, Innovative Industrial Properties, ANGI, Fiverr, TMX Group, Lemaitre Vascular and the Descartes Systems Group Tickers of stocks discussed: RDFN, EQB.TO, DCBO.TO, TOI.V, IIPR, ANGI, FVRR, X.TO, LMAT, DSG.TO Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital 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. Check out the Yes We are Open Podcast from sponsor MonerisSee omnystudio.com/listener for privacy information.
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Apr 11, 2022 • 36min

The Power of Compounding and Diversification

In this episode of the Canadian Investor Podcast we answer some listener questions. We answer questions about diversification, emergency funds, high interest savings accounts, GICs and entry points for stocks. We then look back at Berkshire Hathaway’s historical returns and what outcomes someone could have had if they had invested in Berkshire over long periods of time. Tickets of stocks mentioned: BRK-B Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital 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. Check out the Yes We are Open Podcast from sponsor MonerisSee omnystudio.com/listener for privacy information.
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Apr 7, 2022 • 53min

Elon Musk Buys a Stake in Twitter - Earnings Roundup

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Elon bought 3B of Twitter stocks which now makes him the largest shareholder at 9.2% DHL makes an agreement with CargoJet Americans lost 7B in 202 to internet crime Netflix documentary on Quadriga CX Gamestop stock split S&P 500 has its first negative quarter in 2 years Tesla released its total deliveries Ryan Cohen gets vocal on twitter BRP earnings Dollarama earnings Chewy earnings Lululemon earnings Tickers of stocks discussed: LULU, GME, DOL.TO, CHWY, DOO.TO, CJT.TO, TWTR Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital 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. Check out the Yes We are Open Podcast from sponsor MonerisSee omnystudio.com/listener for privacy information.
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Apr 3, 2022 • 1h 8min

Ten TSX Stocks Under 20B & High Quality Businesses

In this episode of the Canadian Investor Podcast we take a look at some smaller interesting Canadian stock ideas.And then we dive into our research process at Stratosphere and what makes a high quality durable business for long-term investors. Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research.  To join paid Membership, use promo code TCI25 for 25% off. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. Check out the Yes We are Open Podcast from sponsor MonerisSee omnystudio.com/listener for privacy information.
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Mar 31, 2022 • 52min

The 20 Biggest Tech Acquisitions

In this episode of the Canadian Investor Podcast we take a look back at some of the largest tech acquisitions in history and give our take on them. We finish the episode by going over some stocks on our watchlist. Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital 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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