The Canadian Investor

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.