The Canadian Investor

Braden Dennis & Simon Belanger
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Nov 8, 2021 • 41min

Sony, price anchoring and high dividend yields

In this release of the Canadian Investor Podcast, we cover the following topics: Chuck Akre’s list of characteristics to find outstanding businesses Price anchoring  The Sony Group Dividend 15 Split Corp Using a TFSA as a dividend income vehicle Evaluating an ETF Tickers of stocks discussed: TTWO, DFN.TO, NOBL, XUU.TO https://thecanadianinvestorpodcast.com/ Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Stratosphere 🚀 https://www.stratosphereinvesting.com/See omnystudio.com/listener for privacy information.
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Nov 4, 2021 • 51min

Going Meta & Earnings Galore

In this episode of the Canadian Investor Podcast, we cover the following companies latest earnings release: Apple's success despite chip shortages Facebook to Meta? TFI International is crushing it MasterCard The long view on Teladoc Shopify's greatness Canadian construction giant, Aecon Suncor Tickers of stocks discussed: AAPL, FB, MVRS, TFII, MA, TDOC, SHOP, ARE, SU https://thecanadianinvestorpodcast.com/ Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Stratosphere 🚀 https://www.stratosphereinvesting.com/See omnystudio.com/listener for privacy information.
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Nov 1, 2021 • 50min

Hype ETFs, Accenture and inflation headlines

In this monday release of the Canadian Investor Podcast, we discuss the following topics: Braden does a deep dive on Accenture, the global consulting technology firm What to make one of a company that pays a special dividend The Bank of Canada announcing that it will increase interest rates soon and start tapering quantitative easing We look at the differences between deflation, inflation and hyperinflation. More specifically the recent takes from Jack Dorsey, Elon Musk and Cathie Wood on Twitter Hype ETFs and what happens when a fund is closed What we are currently buying Tickers of stocks discussed: ISRG, SPOT, DOO, BAM, ACN https://thecanadianinvestorpodcast.com/ Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital See omnystudio.com/listener for privacy information.
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Oct 28, 2021 • 47min

Rogers drama, Netflix, Chipotle, Hexo, and more!

In this Thursday earnings and news episode, we talk about the following topics: Our take on the rumours that Paypal wanted to acquire Pinterest The ongoing drama between Ed Rogers and the rest of his family Sebastien St-Louis leaving as CEO of HEXO DWAC, the SPAC that will be taking public Trump Media & Technology Group Earnings from Ropert Technologies, Restaurant Brands International, Chipotle Mexican Grill, Netflix, Corus Entertainment and Intuitive Surgical Tickers of stocks discussed: PYPL, PINS, ROP, RCI-B.TO, QSR.TO, CMG, DWAC, HEXO, CJR-B.TO, ISRG https://thecanadianinvestorpodcast.com/ Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital See omnystudio.com/listener for privacy information.
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Oct 25, 2021 • 53min

Six stocks with a growing dividend and supply chain issues

We are back with our regular schedule! In this monday episode with talk about the following subjects: Canadian National Rail parting ways with its CEO Jean-Jacques Ruest Six companies that pay a dividend that should keep up with inflation Why so many companies are experiencing supply chain issues How to approach picking stocks vs. choosing low cost index funds Tickets of stocks discussed: CNR.TO, BEPC.TO, L.TO, HD, MSFT, AMT, DLR, EQIX, BIPC.TO, TFII.TO, GFL.TO, CP.TO, ENB.TO https://thecanadianinvestorpodcast.com/ Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital See omnystudio.com/listener for privacy information.
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Oct 21, 2021 • 37min

Aritzia, US Banks, Domino’s and the first US listed Bitcoin ETF

We are back with our regular schedule! In this episode we discuss the following news and earnings: Toronto having the second biggest housing bubble in the world according to UBS SEC approving the proshares Bitcoin Futures ETF Earnings of Aritzia, Goldman Sachs, JP Morgan, Bank of America, Taiwan Semiconductor, Alcoa and Domino’s  Tickers of stocks discussed: BITO, ATZ.TO, GS, JPM, BAC, TSM, AA, DPZ https://thecanadianinvestorpodcast.com/ https://www.ubs.com/global/en/wealth-management/insights/2021/global-real-estate-bubble-index.html Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital See omnystudio.com/listener for privacy information.
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Oct 18, 2021 • 30min

Investing in your circle of competence with Mitch & Jake

In this episode of The Canadian Investor, Braden sits down with two lads from the east coast to discuss investing in your circle of competence, EQ Bank, home builders and building a portfolio when you are young. After a relaxing 2 weeks off, Braden and Simon are back to recording regular episodes 2x per week this week. See omnystudio.com/listener for privacy information.
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Oct 14, 2021 • 43min

Finding value in today’s stock market with Andrew Sather and Dave Ahern

In this episode of the Canadian Investor Podcast we interview our friends from the Investing for beginners podcast, Andrew Sather and Dave Ahearn. We talk about current stock valuations, where they think value can be found in today’s market and more. Tickers of stocks discussed: ADYEY, ADP, PAYX, CRWD, PYPL, MSFT, TSLA, FB, AMZN, AAPL, GOOG, V, MA, PGR https://einvestingforbeginners.com/top-investing-podcasts/ https://thecanadianinvestorpodcast.com/ Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital See omnystudio.com/listener for privacy information.
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Oct 11, 2021 • 38min

Lightspeed short report, moats and gambling on stocks

In this episode of the Canadian Investor Podcast, we mix it up with some news and concepts. We talk about the following topics: Lightspeed short report by Spruce Point Capital CMHC warning about the canadian housing market Merger of Agnico Eagle Mines and Kirkland Lake Gold US Debt Ceiling  Moats and quality scoring checklist Precious streamers and Franco-Nevada  Gambling on stocks Tickers of stocks discussed: FNV.TO, LSPD.TO, AEM.TO, KL.TO https://thecanadianinvestorpodcast.com/ Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital See omnystudio.com/listener for privacy information.
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Oct 7, 2021 • 47min

Finding great businesses with Barry Schwartz

In this episode of the Canadian Investor Podcast Braden interviews Barry Schwartz. Barry is the chief investment officer of Baskin Wealth Management. Barry explains their investment philosophy, how it changed over the years and how they focus on the qualitative aspects of businesses to find great ones. Tickets of stocks discussed: FB, TFII.TO, MCO, FSV.TO, AMT, SBAC, MSCI https://baskinwealth.com  https://thecanadianinvestorpodcast.com/ Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital See omnystudio.com/listener for privacy information.

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