The Canadian Investor

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.

Dive into BCE's surprising sale of its stake in a major sports franchise, sparking discussions about missed opportunities and debt management. Explore the implications of the U.S. Federal Reserve's rate cut on the market and interest rates. FedEx's latest earnings are dissected, revealing challenges and competitive pressure from Amazon. Lastly, A&W's potential merger is examined, showcasing growth opportunities in the fast-food sector amidst the current economic landscape.

What do you do with a hot stock tip? Explore key financial metrics and the balance of luck and conviction in investing. Learn about the importance of evaluating sectors, especially utilities and financials, which are predicted to shine in 2024. Dive into the contrast between value investing and high-risk sectors, and discover tools that help streamline your investment research. Plus, insights on unique business models and trends in Canadian investing add a fresh twist to the discussion.

Discover how Canadian inflation has finally hit the Bank of Canada’s 2% target and what this means for consumers. Explore recent changes in mortgage policies and their potential impact on affordability for homebuyers. Plus, hear about Dollarama's impressive earnings amid shifting consumer habits. Dive into the remarkable increase in gold ETF inflows as prices rise, along with insights into the dynamics driving these investments. Unpack the challenges in housing supply and the long-term debt implications facing younger generations.

Simon, a savvy financial planner, dives into corporate venture bets and updates on his parents' retirement portfolio. He explores the ambitious 'moonshot' projects by companies like Google, particularly Waymo's autonomous taxis. Simon discusses strategic retirement strategies, emphasizing asset diversification with equities, cash, gold, and Bitcoin. He highlights the power of compounding returns and shares insights on balancing investment risks. Join him for a captivating conversation blending corporate strategy with personal finance!

Discover the implications of the Bank of Canada’s recent rate cut on housing and consumer debt. Dive into Couche-Tard's ambitious acquisition of 7-Eleven and the surrounding market risks. Explore disappointing earnings from BRP, alongside the alarming rise of subprime lending. The segment on 'buy now, pay later' reveals increasing financial vulnerabilities among consumers. Finally, unravel the effects of rising living costs on spending habits and lending trends, all while navigating a complex economic landscape.

In this episode, Simon answers a listener’s question about cash allocation strategies in today’s unpredictable market environment. We explore key questions you should ask when deciding how to allocate cash, such as your liquidity needs and time horizons. But that’s not all. We shift focus to what's been working in 2024 so far, with a rundown of companies and sectors that have delivered incredible returns, including mega-cap companies with an average YTD performance of 36%. Braden also reflects on his 2023 market outlook, reinforcing the importance of staying invested through volatility. Lastly, we dive into rising savings rates and the increase in consumer debt in Canada, exploring what it means for Canadians’ financial health as they face higher interest rates, mortgage pressures, and increasing delinquencies.  Tickers of Stocks & ETF discussed: CMR.TO, ZMMK.TO, CBIL.TO, UBIL-U.TO, XGB.TO, SHY, TLT, TLH Equifax Canadian consumer report 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 go over the recent development surrounding BCE as Moody's downgrades its credit rating to the brink of junk status. We explore what this means for shareholders, especially in light of the company's rising debt costs and questionable financial strategies.  We also dissect Lululemon's latest earnings, highlighting the contrast between their strong international performance and struggles in the U.S. market. Lastly, we analyze the latest earnings reports from Canada's big banks, with a particular focus on how differing strategies and regional exposures are driving their performances. Whether it's Royal Bank's steady rise or National Bank's standout quarter, we cover what you need to know as an investor.   Tickers of Stocks & ETF discussed: CM.TO, RY.TO, NA.TO, LULU, BCE.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.

Explore the art of stress-free investment tracking by focusing on key metrics for portfolio management. Delve into Nvidia's valuation challenges and the importance of realistic time commitments in investing. Discover two intriguing stocks on the radar: WSP Global, which is primed for growth, and Schneider Electric's advancements in energy management. Gain insights into the significance of diversification and navigating market realities, all while reflecting on personal milestones that tie well-being to financial success.

Recent CPI data sparks a discussion on inflation risks and the Fed’s pivot to labor market concerns. Algonquin Power's $2.5 billion sale of its renewable arm raises questions about its financial strategy amid rising interest rates. Canadian banks are under scrutiny as BMO and others report disappointing earnings and increase provisions for credit losses. The risks of dividend cuts for investors are highlighted, particularly in the context of troubled investments and regulatory challenges facing the banking sector.