The Canadian Investor

In this episode, Braden goes over his framework for selling while Simon explains how the US Federal Reserve System works. We finish the episode by looking at some recent developments in the US Cannabis space and what it means for Canadian Cannabis Companies. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_...

In this episode, we start by talking about Microsoft finally closing the acquisition of Activision Blizzard. We then talk about recent US and Canada inflation prints, Spin Master Corp announcing that it is buying Melissa and Doug and big news on the Semiconductor front. We finish the episode by going over the recent earnings from JP Morgan and the recent uptick in IPOs. Symbols of stocks & ETF...

In this episode, we go over the most bought, sold and held stocks by Canadians according to the TD direct investing index. We talk about a mindset for selling and stocks on our radar. Symbols of stocks & ETF discussed: O, ENB.TO, WEED.TO, TSLA, SHOP, BCE.TO, NVDA, T.TO, AAPL, BNS.TO, TD.TO, SU.TO, ACB.TO, AMZN, CM.TO, NFLX, WISE, ADYEN Check out our portfolio by going to Jointci.com Our Websit...

In this episode, we talk about Blackberry announcing that it would split itself into two publicly listed companies. We then talk about Laurentian Bank getting a new CEO and have a look at the most recent Canadian employment numbers. Symbols of stocks & ETF discussed: BB.TO, LB.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investi...

In this regular episode, Braden starts by talking about a company he’s recently added to his portfolio. Simon goes over why many high yielding dividend stocks are seeing significant drawdowns. We finish the episode by going over the start of SBF’s trial in New York. Symbols of stocks & ETF discussed: ASML, USRT, XRE.TO, XUT.TO, IDU, BEPC.TO, AP-UN.TO Check out our portfolio by going to Jointci...

Simon is joined by Dan Kent from stocktrades.ca to go over the recent earnings and news. During the episode, Simon and Dan discuss the latest earnings from Aritzia and Costco. They also discuss the ongoing negotiations between the unionized auto workers and the Big 3 US car makers. Symbols of stocks discussed: F, ATZ.TO, GM, COST, PLC.TO Check out our portfolio by going to Jointci.com Our Website...

Simon is joined by the Dividend Guy himself, Mike Heroux. Mike hosts two podcasts and is active both on youtube and Twitter. During the episode, Simon and Mike go over Enbridge as an investment and whether it is a good dividend play going forward.  Symbols of stocks discussed: ENB.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investi...

In this episode, Simon talks with Richard Dias from the Loonie Hour and PGM Global. Richard is a macro expert and we talk about the state of the Canadian economy and where it's heading.  Symbols of stocks discussed:  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 Wa...

In this episode, we talk about 3 stocks that we would each own if we were stranded on a desert island and couldn’t sell them for 10 years. Symbols of stocks discussed: ROP, COST, CNR.TO, ISRG, HD, L.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 Want to learn mor...

In this episode, we cover the Canadian August CPI print come in higher than expected, the founder of Indigo returning as CEO, Grocery CEOs meeting with the federal government to stabilize food prices, Biosteel filling for bankruptcy, Dollarama earnings and the recent debenture offering from Constellation software.  Symbols of stocks discussed: IDG.TO, L.TO, MRU.TO, DOL.TO, EMP-A.TO, WEED.TO, CSU.T...

In this episode of the Canadian Investor Podcast, we start by talking about different competitive advantages, a look back at how Indigo Chapters has performed in the past two years and Simon discusses a potential change in his investment portfolio. Symbols of stocks discussed: IDG.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investi...

In this episode of the Canadian Investor Podcast, we start by talking about the Bank of Canada pause, Enbridge’s acquisition of dominion gas storage and utility assets and the instacart IPO. Symbols of stocks discussed: CART, ENB.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:...

In this episode of the Canadian Investor Podcast, we talk about 7 virtues of investors, TD’s investor sentiment index and the most traded stocks according to that index. We finish the episode by talking about Wealthsimple’s new stock lending program. Symbols of stocks discussed: TSLA, TRP, T, SHOP, ENB.TO, TD.TO, NVDA, MSFT, BNS.TO, BCE.TO Check out our portfolio by going to Jointci.com Our Websit...

In this episode of the Canadian Investor Podcast, we discuss the most recent earnings from Canadian Banks and if things will be getting worse for them and the economy in quarters to come. We also talk about private equity and VC financing in Canada and finish the episode by talking about Nvidia. Symbols of stocks discussed: RY.TO, TD.TO, NA.TO, CM.TO, BNS.TO, BMO.TO, NVDA Check out our portfolio b...

Braden interviews Barry Schwartz, Chief Investment Officer at Baskin Wealth Mgmt in Toronto. They discuss a variety of Canadian and U.S. stocks and how to win long-term. 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? C...

Braden sits down with Chris Mayer of Woodlock House Family Capital and author of 100 Baggers to discuss long term investing, characteristics of great businesses, volatility, growth KPIs and serial acquirers. Symbols of stocks discussed:  CSU.TO , CPRT, LIFCO, V, MA, WSP.TO ,  LMN.TO ,  TOI.TO , NFLX Chris' Website:  https://www.woodlockhousefamilycapital.com/blog Check out our portfolio by going t...

In this episode of the Canadian Investor Podcast, we talk about RRSPs and how having too large of a balance can cause individuals to be in a higher tax bracket than expected. We then go over the July ETF data for Canadian and US ETFs. Braden goes over a payment processor company that he has recently put on his watchlist. Symbols of stocks discussed: ADYEN, XSEM.TO, CSAV.TO, CASH.TO, TLT, IVV, VOO,...

In this episode of the Canadian Investor Podcast, we look at the earnings of Walmart and Target to see if they are seeing similar trends to Canadian Tire. We also look at Zoom’s earnings, Evergrande filing for chapter 15 bankruptcy and some of the crucial mistakes made by Algonquin Power and Utilities.  Symbols of stocks discussed: AQN.TO, WMT, TGT, ZM Check out our portfolio by going to Jointci.c...

In this episode of the Canadian Investor Podcast we start by giving our thoughts on positions sizing. We then talk about game theory and investing and underperformance from actively managed funds. We finish the episode by discussing the book Easy Money by Ben Mckenzie which touches on the excesses that happened between 2020 and 2022 in the crypto space. Symbols of stocks discussed: AAPL Check out...

In this episode of the Canadian Investor Podcast we start by going over Canadian Tire’s earnings release and how higher rates are starting to impact their customer’s spending. We then discuss the earnings from WSP Global, Constellation Software and Brookfield Infrastructure Partners. Symbols of stocks discussed: CTC-A.TO, WSP.TO, PYPL, CSU.TO, BIPC.TO Check out our portfolio by going to Jointci.co...

In this episode of the Canadian Investor Podcast we discuss the following topics: The advantages that DIY investors have Returning capital to shareholders. The differences between share repurchases and dividends How slow and steady compounding can make a huge difference over time Ways to save money to allow you to invest more Check out our portfolio by going to Jointci.com Our Website Canadian Inv...

In this special episode of the Canadian Investor Podcast, Daniel Foch joins Simon to talk macro! We discuss the recent downgrade of the US Debt by Fitch, the recent downgrade of US banks by Moody’s, the impact of base effects on headline inflation and how bond yields impact fixed mortgage rates. Symbols of stocks discussed: XBB.TO, SPY, AGG, XIU.TO Check out our portfolio by going to Jointci.com O...

In this episode of the Canadian Investor, Simon and Braden provide the best businesses in the world for every letter of the Alphabet Symbols of stocks discussed: AAPL, BRK-B, DE, META, HD, JNJ, LMT, MA, PEP, INTU, ROP, SPGI, TSM, UH, UNH, V, WMT, GOOG, ASML, ETSY, DIS, CNR.TO, RACE, GPC, JPM, KR, LULU, NKE, MCD, OXY, UBER, YUM, TXN, SBUX, SPG, QBR-B.TO Check out our portfolio by going to Jointci.c...

In this episode, we go over recent news and earnings including the US Federal Reserve’s latest move, the hype around superconductors and earnings from Teladoc, Mastercard, Allied REIT and Canadian National Rail. Symbols of stocks discussed: TDOC, MA, AP-UN.TO, CNR.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitte...

In this episode, we go over the math behind investing to explain why avoiding losses on an investment should be an investor’s number one priority. Simon does a dive into Jamieson Wellness, the vitamin and mineral supplement company listed on the TSX. We finish the episode by going over how we are able to stay productive with competing priorities.  Symbols of stocks discussed: JWEL.TO Check out our...