The Canadian Investor

Braden Dennis & Simon Belanger
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Aug 21, 2020 • 49min

Berkshire’s recent moves and back to the basic with ratios

In this episode of the Canadian Investor Podcast, we discuss the recent movement in Berkshire Hathaway investment portfolio. We then talk about some of our own recent stock purchases. We finish the episode by discussing some commonly used metrics and ratios when investing in the stock market.Tickers of stocks discussed : LVGO, ENGH.TO, OTEX.TO, WFC, BAC, JPM, WSP.TO, DLR, ABX.TO, STOR, AMZN, AAPL, BRK-B--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.
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Aug 15, 2020 • 37min

Teladoc & Livongo merger, fraud and Canada’s best performing tech stocks

In this episode of The Canada Investor Podcast, Braden talks about some of the best performing tech stocks on the TSX since the beginning of the year. Simon then gives his thoughts on the Teladoc Health and Livongo Health merger. We finish the episode with a discussion on investing in China and Fraud. Tickers of stocks discussed : TDOC, LVGO, DCBO.TO, FD.V, REAL.TO, SHOP.TO, BLDP.TO, KXS.TO, ENGH.TO, MAXR.TO, DSG.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.
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Aug 9, 2020 • 46min

Overlooked areas of the stock market with Andrew Sather

In this episode, we talked to Andrew Sather from The Investing for Beginners Podcast. During our discussion with Andrew, he explains how he started investing and how the history of the stock market helps him make portfolio decisions. He then talks about undervalued areas of the stock market that he is currently looking at.We hope that you enjoy the episode!Tickers of stocks discussed : UFPI, WHR, PHM, DHI, TOL--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.
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Aug 3, 2020 • 42min

Digital Realty, Enghouse and BEP stock split

We start the episode talking about Brookfield Renewable Partners recent stock split through BEPC. Simon then talks about Digital Realty Trust and Data Reits. Braden wraps up the episode by doing a deep dive into Enghouse System Limited.We hope that you enjoy the episode!Tickers of stocks discussed : BEP, BEP-UN.TO, BEPC.TO, BEPC, ENGH.TO, DLR, EQIX, COR, AMT--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.
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Jul 27, 2020 • 35min

Secular trends that provide long-term investing opportunities

In this episode we talk about trends that have significant tailwinds now and in the future. These trends can represent some interesting investing opportunities for those who have a long-term investing strategy. As you’ll see, some of these trends are extremely long-term and some of us might not even live to see their end-game. We hope that you enjoy the episode!Tickers of stocks discussed : V, MA, MELI, PYPL, SQ, TDOC, AMZN, AAPL, ISRG, ILMN, BMY, CRSP, NVTA, ATVI, TCEHY, SE, BKNG, LYV, DIS, SPCE, HEXO.TO, WEED.TO, APHA.TO, ACB.TO. CSU.TO, OTEX.TO, ENGH.TO, ROP, LMT--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.
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Jul 18, 2020 • 43min

Converting CAD to USD and stock options basics

In this episode Braden breaks down a low fee method to convert Canadian currency to U.S. Currency called Norbert’s Gambit. Simon explains the basics of call and put options. We finish the episode by discussing a recent decision from Simon to trim a position that has become a large part of his portfolio.Tickers of stocks discussed : TDOC--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.
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Jul 12, 2020 • 39min

Breaking down Brookfield Asset Management

In this episode we discuss Brookfield Asset Management (BAM) and its subsidiaries. BAM is one of the largest companies listed on the TSX and is a global force in the infrastructure, real estate, renewable power and asset management. Tickers of stocks discussed : BAM, BAM-A.TO, BEP, BEP-UN.TO, BIP, BIPC, BIP-UN.TO, BIPC.TO, BPY, BPY-UN.TO, BBU-UN.TO, BBU--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.
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Jul 5, 2020 • 34min

H&R Reit and investing in oil and gas companies

In this episode we answer two more listener questions. We start the episode by discussing H&R Reit and if we think it is a good value play. We then talk about investing in the oil and gas market from a Canadian and Global perspective. We finish the episode by talking about the current state of the markets and highly speculative stocks.Enjoy the episode!Tickers of stocks discussed : HR-UN.TO, SU.TO, TRP.TO, RDS-B, TSLA, CHK, HSE.TO, ENB.TO, KMI--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.
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Jun 26, 2020 • 32min

Gold, Docebo and investing a lump sum for retirement

We start the episode by talking about gold and if we believe it's a good investment or not. We then jump into our mailbag and answer two listener questions. One is about a retirement scenario and investing a large sum of money and the other about Docebo. Docebo is a Learning Management System SaaS company that recently IPO’d on the Toronto Stock Exchange.Enjoy the episode!Tickers of stocks discussed : DCBO.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.
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Jun 20, 2020 • 39min

Sell rules and Spotify

In this episode of the Canadian Investor Podcast we talk about a couple of stocks we recently sold and our sell rules. We finish the episode by talking about Spotify and its audio streaming platform.Tickers of stocks mentioned : BPY, BPY-UN.TO, BAM, BAM-A.TO, BEP, BEP-UN.TO, BIPC, BIP, BIPC.TO, BIP-UN.TO, NFI.TO, SPOT, BBU, BBU-UN.TO, AP-UN.TO--- Send in a voice message: https://anchor.fm/the-canadian-investor/messageSee omnystudio.com/listener for privacy information.

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