The Canadian Investor

In this episode of the Canadian Investor Podcast, we start by discussing the 50 bps rate cut by the Bank of Canada last week. We go over our key takeaways from the press conference. Simon and Dan also discuss the implications of the BoC rate cut, rising bond yields and pressures on the Canadian dollar.  In the earnings roundup, we examine Rogers Communications, where flat revenues and shrinking ARPUs reflect mounting competition, despite modest wireless growth. With high debt levels from recent acquisitions, Rogers faces challenges managing capital, but solid free cash flow keeps its dividend payout sustainable. We then turn to Newmont and go over why the stock went down 15% after its most recent earnings release. We finish with Canadian National Railway’s quarter, with revenue growth driven by long-haul grain exports, though struggles in petroleum, auto shipments, and lumber reflect broader economic headwinds.  Tickers of stocks discussed: UBIL-U.TO, CBIL.TO, CNR.TO, NGT.TO, RCI-B.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode of the Canadian Investor Podcast, Simon takes a personal approach, reflecting on the biggest financial mistake he made over the years and the invaluable lessons it has taught him.  Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.

In this episode of The Canadian Investor Podcast, we begin with ASML’s Q3 earnings, breaking down their net sales growth, concerning 50% drop in bookings, and how China’s shifting demand could impact future performance. Next, we explore Couche-Tard’s increased bid to acquire Seven & i. We also cover Amex’s latest earnings with rising revenues and increased card fees. We contrast that with Goeasy’s debt offering and discuss TFI International’s struggles with a weakening economy.  Tickers of Stocks & ETF discussed: ASML, ATD.TO, 3382, AXP, GSY.TO, TFII.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

  In this episode of The Canadian Investor Podcast, Simon breaks down the importance of consistency when building wealth over time. He explores how regularly adding new money to your investments can have as much of an impact as the returns an investor achieves. Additionally, Braden goes over quality investing and why focusing on great businesses with sustainable growth is essential. Learn how some of the best investors stay patient, avoid unnecessary turnover, and let compounding work its magic through market volatility.  Tickers of Stocks & ETF discussed: ASML, FICO, V, MOAT Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.

In this episode of The Canadian Investor podcast, Simon and Dan dive into the September 2024 CPI numbers and what the slowing inflation means for the Bank of Canada’s rate policies.  Next, we explore the massive fallout from TD Bank’s Anti Money Laundering (AML) scandal—how it stifles their U.S. growth strategy, what the asset cap means moving forward, and the leadership shake-up at the top.  We also cover Aritzia's impressive earnings and U.S. expansion, along with BlackRock’s staggering $360 billion YTD inflows and the growing dominance of ETFs.  Tickers of Stocks & ETF discussed: BLK, TD.TO, ATZ.TO, WFC, BAC, JPM, C Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.

In this episode, Braden dives into the 2022 “COVID hangover" that continues to haunt high-growth software companies. Simon and Braden discuss why these stocks, despite massive revenue growth, have struggled since 2022. Braden discusses how some of these companies that are still hitting the rule of 40 might offer intriguing opportunities for investors today. Simon then makes the case for being bullish on stocks and other assets, despite the many reasons that might lead to a more bearish outlook. With global liquidity on the rise and central banks grappling with ballooning deficits, he questions whether these liquidity dynamics could provide a strong tailwind for asset prices moving forward. Could this set the stage for stocks, real estate, and alternative assets like Bitcoin and gold to perform well, even in a challenging macro environment? Finally, we finish this episode by talking about 3 stocks that are on our radar.   Tickers of Stocks & ETF discussed: FNV.TO, ONON, DECK Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

In this episode of The Canadian Investor podcast,  we examine whether 2024 is on track to break the record for Canadian ETF inflows. We discuss the trends driving September's strong inflows and the potential for a new all-time high by year-end.  In addition, we cover rising 5 and 10-year Canadian government bond yields and their implications for fixed income investors, the broader economy and on fixed-rate mortgages. We also dive into the dramatic fallout from Payfare losing its largest client, DoorDash, and how that could reshape the company's future. Rounding out the episode are discussions on Couche-Tard’s bid for 7&i and Canadian Natural Resources' major acquisition. September 2024 Canadian ETF Fund Flows Tickers of Stocks & ETF discussed: CNQ.TO, PAY.TO, ATD.TO, VFV.TO, CASH.TO, ZMMK.TO, CBIL.TO, XEQT.TO, VEQT.TO, ZGLD.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.

In this episode, we tackle a listener question from Bob in Ottawa about building a strategy around Canadian dividend-paying companies. We breakdown some of the advantages and disadvantages of having a strategy solely focused on investing in Canadian Dividend paying stocks. Braden also goes over insights from the late great Charlie Munger on the ultimate no-brainer investments. Braden elaborates on the subject by looking at companies that may have some untapped pricing power. Tickers of Stocks & ETF discussed: RACE, COST, ABNB, UBER Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.  See omnystudio.com/listener for privacy information.

The conversation kicks off with a deep dive into the antitrust lawsuit against Visa, suggesting its grip on the debit market could be loosened. Lightspeed Commerce's potential sale stirs up speculation about its future. Labor strikes at U.S. and Canadian ports raise economic concerns amid ongoing supply chain struggles. Meanwhile, Costco showcases impressive resilience despite a revenue dip, and the hosts analyze the evolving landscape of Bitcoin ETFs, expressing optimism about their future growth.

Guest Simon, an expert on investment opportunities, delves into OnlyFans’ impressive revenue model, revealing its $1.3 billion income and unique subscription structure. He highlights how earnings for creators surpass those of professional athletes. The conversation shifts to the Chinese stock market, where Simon discusses why the current bearish sentiment might offer savvy investors a contrarian opportunity, despite the regulatory challenges. Key comparisons between Chinese tech stocks like Alibaba and their U.S. peers further illuminate the investment landscape.