The Canadian Investor

Braden Dennis & Simon Belanger
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Oct 4, 2021 • 51min

Mailbag - Two TSX Venture stocks, niche ETFs, savings accounts and more!

In this episode of the Canadian Investor Podcast we do another installment of our mailbag episodes.  The topics discussed are: Difference between owning individual stocks or index funds Why topicus is listed on the TSX Venture and not the main exchange Difference between the different only brokers in Canada Just Kitchen and FLT Drove Delivery The difference between RRSP and TFSA Owning a niche ETF vs. a similar basket of stocks The best current rates on canadian High Interest Savings Accounts We ranked them based on how likely we would own them in our portfolios.  Tickets of stocks discussed: XIT.TO, FLT.V, JK.V, TOI.V 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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Sep 29, 2021 • 44min

Toast IPO, Carnival, Costco, Nike, Hive Blockchain and more!

In this second episode of the week, we’re doing an earnings and news roundup. We’re talking about the recent Toast IPO and earnings from Carnival, Costco, Hive Blockchain, Nike, Adobe, Vail Resorts, Blackberry and Accenture. Tickers of stocks discussed: TOST, CCL, HIVE.V, NKE, ADBE, MTN, BB, COST, 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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Sep 27, 2021 • 51min

Tier Ranking the 41 largest Canadian Stocks

In this episode of the Canadian Investor Podcast we rank by tier the 41 largest Canadian public companies by market cap. The top tier is Tier S and then goes on a declining scale from A, B, C and D.  We ranked them based on how likely we would own them in our portfolios.  Tickets of stocks discussed: SHOP.TO, RY.TO, TD.TO, BAM-A.TO, ENB.TO, CNR.TO, BNS.TO, BMO.TO, TRI, CM.TO, CP.TO, ATD-B.TO, CNQ.TO, CSU.TO, MFC.TO, NTR.TO, ABX.TO, T.TO, SLF.TO, SU.TO, NA.TO, RCI-B.TO, IFC.TO, L.TO, POW.TO, MG.TO, GIB-A.TO, FTS.TO, QSR.TO, LSPD.TO, WSP.TO, OTEX.TO, GFL.TO, WCN.TO, TFII.TO, FSV.TO, DOO.TO, DSG.TO, X.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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Sep 23, 2021 • 43min

The Evergrande fiasco, Jinko Solar, Oracle, Intuit and Cannabis

In this episode of the Canadian Investor Podcast, we discuss the following topics: Evergrande, the Chinese Developer on the brink of defaulting and what potential impacts it could have in China and Globally  New developments on the Canadian Pacific offer to buy Kansas City Southern Jinko Solar recent earnings Earnings in the cannabis space, more specifically Canopy Growth and Fire & Flower Recent Oracle earnings The announcement that Intuit will be buying Mailchimp Tickets of stocks discussed: JKS, EGRNY, KSU, CP.TO, CNR.TO, WEED.TO, FAF.TO, INTU  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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Sep 20, 2021 • 38min

9 companies on our watchlist, ESG and paid press releases

In this episode of the Canadian Investor Podcast, we discuss the following topics: How measuring the environmental impact of companies can be measurable by data How Some ETFs are branded as ESG when they really shouldn’t be Paid press releases by publicly listed companies and the fake announcement that Walmart will be accepting Litecoin What it means when a company gets added to a major index like the S&P 500 or the S&P TSX Secular trends that we like going forward Nine companies that we’ve been buying or that we are watching closely Tickets of stocks discussed: EQIX, DLR, AMT, PYPL, SQ, V, MA, ATVI, EA, TTWO, TCEHY, U, ADSK, DSY.PA, ANSS, FB, SHOP.TO, MELI, SE, CSU.TO, TOI.V, ROP, AMZN, GOOG, MSFT, LULU, PINS, SPOT, LVMH, ZM, LMT 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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Sep 16, 2021 • 37min

Episode 100! Lululemon, Dollarama, Gamestop and Cloud Computing

In this second episode of the week, we’re doing a roundup of earnings and news. We’re talking about recent earnings of Lululemon, Restoration Hardware, Roots, Dave and Busters, Dollarama, Affirm, GameStop, Zscaler. We also discuss some recent news from Canada Goose. Tickers of stocks discussed: LULU, RH, ROOT.TO, PLAY, DOL.TO, AFRM, GME, GOOS.TO, ZS 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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Sep 13, 2021 • 48min

2021 returns by sector and selling a loser

In this episode of the Canadian Investor Podcast, we discuss the following topics: Why it’s hard to sell a negative return stock How the various sectors and subsectors of the S&P 500 have performed so far in 2021 What to do when a business you own is acquired Tickets of stocks discussed: TTD, AMZN, GOOG, FB, ABX.TO, MO 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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Sep 9, 2021 • 1h 1min

Life after pro sports, DeFi, NFTs and Bitcoin with Courtney Stephen

During this interview, Courtney and Simon start by discussing his career transition from being a CFL player to his new role with the Hamilton Tiger Cats. We then discuss several crypto related topics including Non-Fungible Tokens (NFTs), Decentralized Finance (DeFi) and of course Bitcoin.   You can find Courtney on twitter @TheCStephen . 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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Sep 6, 2021 • 41min

TSX top 15 performers and short reports

In this episode of the Canadian Investor Podcast, we start by going over the top 15 performers on the TSX over the last 5 years. We discuss how to handle short reports on a company you own. Braden then goes over credit agencies and why they have performed well over the years. Simon explains how retail investors can store their crypto. We finish the episode by going over funds from operations(FFO), adjusted funds from operations (AFFO) and why they matter when looking at a REIT. Tickets of stocks discussed: MCO, SPGI, TSU.TO, WELL.TO, SHOP.TO, CRON.TO, SCR.TO, GSY.TO, BLDP.TO, WEED.TO, TFII.TO, CJT.TO, TLRY.TO, DOO.TO, ATA.TO, CSU.TO, WSP.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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Sep 2, 2021 • 39min

Earnings roundup - Canadian Banks, Facedrive, Peloton, Best Buy, Autodesk and CloudMD

In this second episode of the week, we’re doing an earnings roundup and news because it’s earnings season!  We’re talking about recent earnings of Canadian Banks, Peloton, Best Buy, Autodesk and CloudMD. We also discuss the recent news that Facedrive’s CEO and CFO will be leaving the company. Tickers of stocks discussed: BBY, PTON, FD.V, ADSK, DOC.V, BNS.TO, RY.TO, BMO.TO, TD.TO, CM.TO, NA.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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