The Canadian Investor

Braden Dennis & Simon Belanger
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Jul 19, 2021 • 47min

Small cap stocks and Dialogue Health Technologies

In this episode of the Canadian Investor Podcast, we talk about: The pros and cons of investing in small cap stocks How small cap ETFs perform vs. other ETFs The three legged stool principles from Akre Capital Management Dialogue Health Technologies which had its IPO in March of 2021.  Tickers of stocks and ETFs discussed: CARE.TO, XCS.TO, XIU.TO, VIOO, VOO, VSS, PCST, VBK, VBR, EEMS Getstockmarket.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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Jul 12, 2021 • 52min

Six 2021 takeaways and CPP

In this episode of the Canadian Investor Podcast, we talk about: Six takeaways from the first half of 2021 including China’s big tech crackdown, the rise of commodities and meme stocks Why optionality is important when analyzing a business How the Canadian Pension Plan (CPP) works  Decision paralysis   Getstockmarket.com Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital https://www.canada.ca/en/services/benefits/publicpensions/cpp.html How to calculate your CPP pension: https://retirehappy.ca/how-to-calculate-your-cpp-retirement-pension/See omnystudio.com/listener for privacy information.
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Jul 5, 2021 • 51min

Costco, Bombardier and value traps

In this episode of the Canadian Investor Podcast, we talk about: Google delaying the removal or tracking cookies and the impact on The Trade Desk Visa acquiring open banking platform Tink Etsy acquiring Braziling online marketplace platform Elo7 The big U.S. banks making large dividend increases The differences between limit and market orders Value traps and how to potentially identify them Bombardier and its declining business Costco and its network effects Tickers of stocks discussed: ETSY, V, GOOG, TTD, BBD-B.TO, COST, WFC, GS, JPM, MS, BAC, C Getstockmarket.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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Jun 28, 2021 • 51min

Twilio, Canadian Investment Vehicles and Concentration

In this episode of the Canadian Investor Podcast, we talk about: Investment concentration and signs that might signal too many individual stock holdings The pros and cons of a TFSA, RRSP and taxable accounts What drives stock returns in the short, medium and long term Braden talks about the fast growing story that is Twilio Tickers of stocks discussed: TWLO  Getstockmarket.com Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital RESP episode: https://omny.fm/shows/the-canadian-investor/resp-and-12-stocks-to-watch-for-a-reopening-econom See omnystudio.com/listener for privacy information.
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Jun 21, 2021 • 50min

Robo-advisors, preferred shares and 6 stocks on our watchlist

In this episode of the Canadian Investor Podcast, we talk about: Recent news including the U.S. fed update and developments on the inter pipeline offer by Brookfield Six companies on our watchlist The difference between preferred shares, common shares and bonds Historical events causing a market correction Robo-Advisors and how they work  Tickers of stocks discussed: DOO.TO, TWLO, MELI, CHWY, INTU, SHOP.TO Getstockmarket.com Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital BAM list of preferred shares: https://bam.brookfield.com/stock-and-distributions/preferred-shares See omnystudio.com/listener for privacy information.
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Jun 14, 2021 • 56min

10 great companies that pay a dividend

In this episode of the Canadian Investor Podcast, we talk about: Recent news including the announcement from El Salvador to make bitcoin legal tender, the cancellation of the Keystone XL pipeline and Canadian banks earnings. Why anecdotal evidence can be misleading when investing Key concepts and ratios to use when looking at dividend stocks Ten great companies that pay a dividend Tickers of stocks discussed: AAPL, MSFT, HD. T.TO, BIP-UN.TO, V, CNR.TO, EQIX, AMT, MCO, TRP.TO, DGRO, XDV.TO, SBAC, DLR Getstockmarket.com The 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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Jun 7, 2021 • 55min

The streaming wars and canadian housing

In this episode of the Canadian Investor Podcast, we talk about: The recent news and the emergence of a bidding war between Pembina & Brookfield Infrastructure for Inter Pipeline The new Canadian mortgage stress test and how it might impact the housing market The Common stock checklist by Philip Fisher The video streaming wars and more specifically the recent consolidation in the space Tickers of stocks discussed: IPL.TO, BIPC.TO, BIP-UN.TO, NFLX, AMZN, DIS, AAPL, GOOG, IQ, T, DISCA Getstockmarket.com Canadian Investor Pod Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital See omnystudio.com/listener for privacy information.
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May 31, 2021 • 44min

10 high conviction stocks, Mercado Libre and the bear case for bonds

In this episode of the Canadian Investor, we talk about: How credit card companies such as Visa and Mastercard make money The new explained series episodes on money Braden’s top 10 companies based on personal conviction The bearish case for bonds in the current macro environment A breakdown of Mercado Libre, the latin america e-commerce/payment processor We hope you enjoy this episode! Ticker of stock discussed: CSU.TO, GOOG, V. MA, U, ADSK, ISRG. BAM-A.TO, BAM, TCEHY, TFII, MELI Getstockmarket.com Canadian Investor Pod Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital See omnystudio.com/listener for privacy information.
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May 24, 2021 • 51min

6 stocks to own forever and investing on margin

We start this episode with some recent Canadian stock news. Braden then talks about the similarities between baseball and stock investing. Simon explains how margin investing works and we finish the episode by going over 6 stocks that we would hold for the next decade and beyond. Ticker of stock discussed: CP.TO, CNR.TO, HEXO.TO, NRTH.V, CSU.TO, TCEHY, V, BEPC.TO, SHOP.TO, ETSY Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message! Getstockmarket.com Candian Investor Pod Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital --- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.
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May 17, 2021 • 54min

8 lessons from Buffett and Blackberry

We start this episode by discussing volatility in the markets, why you should embrace it as a long term investor and why you shouldn’t be using stop losses. We then do a review of Blackberry and say if we think it is a worthwhile investment or not. Blackberry was the winner of a twitter poll (@cdn_investing) we recently did to know which company our listeners wanted us to review. We finish the episode with some takeaways from the recent Berkshire Hathaway Annual General Meeting. Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message! Getstockmarket.com Candian Investor Pod Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital --- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

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