The Canadian Investor

Dan Kent is back for his first recording of 2024! Simon and Dan talk about the U.S. Spot Bitcoin ETF, Walgreens cutting its dividend, Brookfield’s cell tower acquisitions in India, Lululemon increasing its guidance and more! Ticker of Stocks discussed: LULU, BN.TO, WBA, AMT, AP-UN.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investi...

Join us for our first episode recorded in 2024! In this episode, Simon and Braden discuss GLP-1 weight loss drugs and more specifically Ozempic. Then they go over 15 ETFs that offer low fees and broad exposure to the markets. They finish the episode by going over their investing lessons from 2023 and 2024 investing goals. Ticker of Stocks/ETFs discussed: XAW.TO, VXC.TO, XEQT.TO, VEQT.TO, VFV.TO, V...

In this special episode of the Canadian Investor Podcast, Simon and Dan Foch look back at what happened with Canadian Real Estate in 2023 and what’s in store for 2024. We discuss mortgage rates, indebtedness for Canadians, potential Bank of Canada interest rate cuts and more! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon...

In this episode, Simon Dan and Braden look at their 2023 bold predictions and which one came through. Then they give their fresh bold prediction for the upcoming year! 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 a...

In this episode, Simon Dan and Braden go over the 2023 investing year in review. They talk about the biggest stories of the year and what did not go as they expected. They look back at the failure of Silicon Valley Bank, the AI race, the impact of interest rates on stocks and more storylines from 2023! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Tw...

 Braden interviews the newest employee at FinChat, Ryan Henderson, to discuss quality investing and opportunities in some 'unloved' names and sectors. 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 Want to learn more about Real Estate Investing? Check out the Canadi...

In this episode, Simon and Dan answer investing questions from listeners. Thank you to all of those who submitted their questions!  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 ou...

In this episode, Simon explains how private equity (PE) works and why the returns are often not beating stock market indices like the S&P 500, despite what is broadly claimed by PE fund managers. Braden goes over the two main types of stock positions that Akre Capital Management focuses on. We finish the episode by talking about what does not qualify as a moat. Check out our portfolio by going...

In this episode, Simon and Dan discuss the Bank of Canada deciding to keep interest rates at 5%, spotify layoffs, Google’s AI mishap and earnings from smaller Canadian banks. Symbols of stocks discussed: EQB.TO, CWB.TO, SPOT, LB.TO, LULU 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 twit...

In this episode, Simon and Braden rank by tier the 25 of the 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. Tickers of stocks discussed: SHOP.TO, CNR.TO, CP.TO, TRI.TO, BN.TO, ATD.TO, CSU.TO, BCE.TO, WCN.TO, MFC.TO, IFC.TO, NTR.TO, L.TO, T.TO, GIB-A.TO, RCI-B.TO, QSR.TO, FFU.TO, DOL.TO, FTS.TO, POW.TO, WSP.TO, H.TO, MG...

In this episode, Simon and Dan talk about 6 quotes from Charlie Munger that have special meaning for them. Then they talk go over the earnings of the rest of the large Canadian banks and share their main takeaways. Symbols of stocks discussed: CM.TO, RY.TO, TD.TO, BMO.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s tw...

In this episode, Braden starts by going over the criteria it takes for companies to be added to the S&P 500 and why investing in an ETF that tracks the index is one of the best trend following strategies. We then talk about owning bond ETFs vs. individual bonds and why Bitcoin has had such good returns so far this year. Tickers of stocks discussed: XCB.TO Check out our portfolio by going to Jo...

In this episode, Simon and Dan start the episode by talking about Scotiabank’s bad earnings results and if it is a sign of things to come for Canadian banks. We then talk about Binance settlement with the department of justice, Biosteel assets being sold out of bankruptcy, Black Friday sales numbers and Wealthsimple new private equity offering. Tickers of stocks discussed: BNS.TO Check out our por...

Braden hops on the mic for a few minutes to celebrate the life of Charlie Munger. Rest in Peace, Charlie. See omnystudio.com/listener for privacy information.

In this episode, Simon gives an update on recent developments about OpenAI and the news that Sam Atlman will finally be returning. Braden gives his opinion on the situation as the co-founder of Finchat.io which is built on OpenAI’s ChatGPT API. We then go over some frequently asked questions about index investing. Tickers of stocks discussed: VUN.TO, VFV.TO Check out our portfolio by going to Join...

In this episode, we start by talking about the Canadian October CPI Print and the drama that unfolded over the weekend with OpenAI and its former CEO Sam Altman. We then look at earnings from Walmart, Metro, Loblaws and Canadian REITs. Symbols of stocks discussed: WMT, MSFT, L.TO, MRU.TO, TNT.UN, SOT.UN, INO.UN Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast N...

In this special Wednesday release, Simon interviews Peter McCormack from the What Bitcoin Did podcast. We talk about inflation, rising government debt, potential for a BlackRock Bitcoin ETF and why there are more people adopting Bitcoin. 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 twit...

In this episode, Braden starts by talking about his recent visit to New York City as part of a fintech conference. Simon then goes over what a target date fund is and if the new Lifepath ETF offered by BlackRock is a good option for self directed investors. We finish by talking about two stocks that are on our watchlist. Tickers of stocks discussed: TSCO, UBER, iShares Lifepath ETFs Check out our...

In this episode, we start by talking about the US CPI print that came in lower than expected and the market rallying on the news. We then discuss the earnings of Canadian Tire, Home Depot, Canopy Growth and Cineplex.  Symbols of stocks discussed: CTC-A.TO, HD, WEED.TO, CGX.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon...

In this episode, Simon and Braden talk about the importance of a budget and go over their own monthly budget. They talk about what items they try and save the most money on and what they splurge on from time to time. This episode was perfectly timed for Financial Literacy Month in Canada. The episode finishes with Simon discussing open banking with Faye Pang from xero.com.    Check out our portfol...

In this episode, we start by talking about Sam Bankman-Fried being found guilty, WeWork filing for bankruptcy, Brookfield Infrastructure Partners Short Report, Canada Goose earnings and TMX Group earnings. Symbols of stocks discussed: BIPC.TO, GOOS.TO, X.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_I...

In this episode, Simon and Braden talk about the rest of their portfolio as they go over what KPI they regularly track for each of their holdings. Ticker of stocks discussed: ISRG, MA, V, WSP.TO, TTD, TFII.TO, SHOP.TO, SPGI, ROP, MSFT, MA, BIL, PSU-U.TO, PSCT, HD, AXON, GRT-UN.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing S...

In this jam-packed episode, Dan and Simon start by discussing the recent Bank of Canada rate hold and John Chen leaving BlackBerry for retirement. We then talk about the earnings from Air Canada, Allied Property Reit, Canadian National Rail, Alphabet, Microsoft and Amazon. Symbols of stocks discussed: BB.TO, AC.TO, AP-UN.TO, CNR.TO, GOOG, MSFT, AMZN Check out our portfolio by going to Jointci.com...

In this episode, Simon and Braden go over what Key Performance Indicators (KPI) they regularly track for each of their personal holdings. Ticker of stocks discussed: GOOG, ASML, ADSK, BAM.TO, BN.TO, DOO.TO, CASH.TO, EQIX, EQB.TO, BEPC.TO, BIPC.TO, CNQ.TO, CNR.TO, LULU Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitt...

In this episode, Simon is once again joined by Dan Kent from stocktrades.ca. They go over the recent earnings from Tesla, TFI International and Netflix. They also talk about the recent offer from Brookfield Corporation for shareholders and what the volatility in the bond market means for investors. Ticker of stocks discussed: BN.TO, BNRE.TO, TFII.TO, TOUT.TO, XOM, CVX, TSLA, NFLX,  Check out our p...