The Canadian Investor

In this episode of the Canadian Investor Podcast talk about Elon’s weird branding decision to change twitter to X. We then discuss earnings from Goodfoods, TSMC, ASML and Intuitive Surgical. Symbols of stocks discussed: ISRG, ASML, TSM, FOOD.TO, TRP.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceber...

In this episode of the Canadian Investor Podcast we start by discussing when we consider selling individual companies in our portfolio. Simon then goes over the recent news that one of Canada’s regional banks may be up for sale. Symbols of stocks discussed: LB.TO, SPOT, TDOC,  Blossom Social Event in Toronto, Tuesday August 1 Check out our portfolio by going to Jointci.com Our Website Canadian Inv...

We are back with our regular Thursday episode where we talk about news and earnings in the investing world. We start off by talking macro with the Canada June CPI print and Bank of Canada rate increase. We then give an update on the Microsoft/Activision-Blizzard deal and Constellation Software’s acquisition of Optimal Blue. We finish the episode by talking about the most recent quarter from Aritzi...

In this release of the Canadian Investor Podcast, we go over a 25 point checklist that should help you determine whether the company you're considering is a worthwhile investment or not. 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 Es...

In this first part of a two part special on commercial real estate (CRE), Simon and Dan talk about the different types of CRE. They look at both the US and Canadian markets and what potential challenges and opportunities lie ahead for different types of CRE. Symbols of stocks discussed:  Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_inv...

We start this episode by looking at how Canada’s largest pension fund compare to other foreign pension funds. Braden explains why he recently sold one of his positions and we take a look at how the IPO market has faired over the last 5 years. Symbols of stocks discussed: SPGI, MCO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing...

We start this episode with a big podcast announcement! We then break down the new capital requirements for Canada’s Big six banks, discuss Apple hitting 3 trillion in market cap, Savers Value Village IPO, S&P 500 returns by year and Costco cracking down on membership sharing. Symbols of stocks discussed: AAPL, SVV Check out our portfolio by going to Jointci.com Our Website Canadian Investor Po...

In this episode, Braden and Simon start off with a game of which company we’d rather own. We then have a look at which types of ETFs have seen the most inflows in Canada since the start of the year. Symbols of stocks discussed: XEC.TO, ZEB.TO, ZSP.TO, NFLX, DIS, SBUX, MCD, SHOP.TO, CSU.TO, CNR.TO, CP.TO, ABNB, BKNG, NVDA, TSLA, BCE.TO, LVMH, BRK-B, BLK, INTU, HD, LMT, UBER, DOL.TO, QSR.TO, SU.TO,...

In this episode, we talk about Elon Musk and Mark Zuckerberg's potential cage fight, Meta blocking Canadians news following the passing of Bill C-18 in the senate, Canadian May CPI, a Brookfield acquisition, Canopy’s earnings and Allied Property REIT selling its data center assets. Symbols of stocks discussed: BN.TO, AP-UN.TO, WEED.TO, META Check out our portfolio by going to Jointci.com Our Websi...

We start this episode by talking about TD’s Investor Sentiment Index and which stocks were the most bought and sold according to TD’s data. We then look at data showing that the yield between equities, bonds and US treasuries is almost identical. We finish the episode by looking at the TSX return this year and the best performing TSX stocks over the last 5 years. Symbols of stocks discussed: TD.TO...

In this episode, we discuss the recent SEC application from the world's largest asset manager, BlackRock, for a spot Bitcoin ETF and the historical context around it. We also discuss the recent job cuts from Bell Media and Adobe’s recent earnings.  Symbols of stocks discussed: ADBE, BLK, VEQT, DAL Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter...

In this episode we go over 5 investing myths that every investor has encountered. We also talk about the Bank of Canada overnight rate and what it means. We finish the episode with a look back at Canadian Depositary Receipts (CDR).  Symbols of stocks discussed: CBOE Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter...

In this episode we talk about the Senators being sold by a group led by Canadian Billionaire Michael Andlauer. We then talk about the most recent Bank of Canada rate hike, the Reddit strike and finish the episode by discussing the Securities and Exchange Commission crackdown on Crypto. Symbols of stocks discussed: CNR.TO, CP.TO Check out our portfolio by going to Jointci.com Our Website Canadian I...

In this episode, we look at some recent statistics showing that Canadians have high levels of debt. Braden goes over 10 reasons why the world is not a worst place. We then talk about reserve currencies and why they are so important. We finish the episode by talking about vertical applications of AI. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitt...

In this episode, Simon and Braden discuss Apple’s event and the launch of new products including the Apple Vision Pro. We also look at what has provided most of the returns so far this year for the S&P 500 and earnings from Lululemon. Symbols of stocks discussed: AAPL, LULU, ATZ.TO, FAF.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @c...

In this episode, Simon does a dive into Sleep Country Canada while Braden does one on British American Tobacco. They look at the financials and the businesses and discuss what the future looks like for these two businesses.  Symbols of stocks discussed: ZZZ.TO, BTI Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter:...

In this episode, we talk about the amazing quarter from Nvidia and what it means for AI related stocks going forward. We then look at Canadian bank earnings and how they are faring in the aftermath of the US regional banking crisis. Symbols of stocks discussed: CWB.TO, TD.TO, RY.TO, NVDA, EQIX, MSFT, TSM, GOOG Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Ne...

In this episode, Simon goes over 3 different ways that investors can get exposure to gold in their investment portfolio and the pros and cons for each. Braden then talks about the difference between vertical and horizontal markets. We finish explaining the Relative Strength Index and if it is a useful tool for investors. Symbols of stocks discussed: GLD, PHYS, NMT, ABX.TO, FNV.TO Check out our por...

In this episode, we discuss the looming debt ceiling limit in the US and what it means for investors. We discuss how venture capital has been flowing since interest rates have been rising and what the revised guidance from Lowes and Home Depot tells us about where the economy is going. Symbols of stocks discussed: HD, LOW Check out our portfolio by going to Jointci.com Our Website Canadian Investo...

In this episode, Simon goes over the public consultation survey that was recently put out by the Bank of Canada about a new Canadian Central Bank Digital Currency (CBDC). We look at both the pros and cons of a Canadian CBDC. Braden then goes over 20 widely held stocks by professional money managers.  Symbols of stocks discussed: INTU, SPGI, TSM, UNH, CRM, NFLX, TDG, TMO, CHRTR, LBRDK, ADBE, BRK.B,...

In this episode we go over the recent US and Canada CPI data and what it means for inflation going forward. We also look at what has been driving S&P 500 returns so far this year and discuss the earnings of a couple Canadian Stocks. Symbols of stocks discussed: CSU.TO, PLC.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing S...

In this episode, Braden breaks down his takeaways from attending the Berkshire Hathaway annual meeting. If you’ve never been to the annual Berkshire meeting to see Warren Buffet and Charlie Munger in person, this is the episode for you! Symbols of stocks discussed: BRK-B, BRK-A Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Sim...

In this episode, we break down the recent earnings of shopify and why the stock was up big. We discuss the Federal reserve’s most recent move and discuss the recent raised guidance by Air Canada and some useful passenger airlines metrics. We also go over the recent earnings of Apple and Aritzia.  Symbols of stocks discussed: SHOP.TO, AC.TO, AAPL, ATZ.TO,  Check out our portfolio by going to Jointc...

In this episode, we start by talking about the Smith Maneuver which allows homeowners to make their mortgage interest payments tax deductible. Braden then goes over the parallels between investing and golfing. We finish the episode with stocks on our watchlist. Symbols of stocks discussed: AXON, IHI, TMO, DHR, SYK, MDT, BSX, EW Check out our portfolio by going to Jointci.com Our Website Canadian I...

In this episode, we go over the First Republic takeover by the FDIC and the sale to JP Morgan Chase and we go over the earnings from Visa, Google, Microsoft, Pinterest and Allied Property REIT. We also go over the latest news about Teck Resources. Symbols of stocks discussed: FRC, JPM, GOOG, MSFT, V, TECK-B.TO, PINS, AP-U.TO Check out our portfolio by going to Jointci.com Our Website Canadian Inve...