The Canadian Investor

In this episode, we go over bellwether stocks that serve as indicators of how various sectors of the economy are performing. Symbols of stocks discussed: FDX, CAT, CNR.TO, ACN, BCE.TO, SBUX, LVMH, V, MA, PG, XOM, SU.TO, INTU, MCO, WMT, HD, CTC-A.TO, LYV, ABNB, CP.TO, CNR.TO, CPRT, RY.TO, BUD, JNJ, MCK Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twi...

In this episode, we discuss the recent earnings of Metro, McDonalds, Netflix, Canadian National Rail, ASML and TSMC. Simon also talks about the Markets in Crypto Assets (MiCA) legislation that was passed by the European government last week and what it means for Canada. Symbols of stocks discussed: ASML, CNR.TO, MRU.TO, MCD, TSM, NFLX Check out our portfolio by going to Jointci.com Our Website Can...

We start this episode by discussing 5 factors that will impact the price of oil in the coming decade. Braden talks about the book 7 powers by Hamilton Hemer. Simon goes over how he sees his portfolio and his updated investment strategy. We finish the episode by discussing ETFs and why it is often best to keep things simple when using an ETF strategy. Symbols of stocks discussed: CNQ.TO, NTR.TO, FN...

In this episode, we talk about Braden’s new Finchat.io that is launching when this podcast comes out! We then look at Brookfield’s acquisition of Triton International and Teck Resources saying no to Glencore’s acquisition proposal. We also talk about the Bank of Canada announcement, CPI and what to make of US Bank earnings. Symbols of stocks discussed: TRTN, BIPC.TO, GLNCY, NVEI.TO, JPM, BLK, SCHW...

In this episode, we talk about the Green Bay Packers and their more than 500,000 shareholders and if it is a worthwhile investment. Simon then goes over fractional banking and why US banks are starting to see their deposits go to money market alternatives. We finish the episode with a discussion on holding cash in your TFSA and why contacting investor relations is a great tool for any investor. Sy...

In this episode, we look at several Canadian acquisitions and mergers that were recently announced. We also discuss the risks of day trading in a TFSA and why TD Bank is the World’s most shorted Bank Symbols of stocks discussed: TD.TO, HEXO.TO, ZZZ.TO, TLRY.TO, KMX Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter:...

We start the episode by answering a listener question about timing the markets. We then talk about Canada’s population increasing by 1 million in 2022. We finish the episode by looking at the federal budget’s economic forecast. Symbols of stocks discussed: ASML Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fi...

We start the episode by looking at how the markets have done since the beginning of 2023. Spoiler alert, it’s better than 2022! We then look at the announcement of Alibaba that it will be breaking up its business in different segments. We go over the recent earnings from Dollarama and Lululemon and the announcement that the Roger-Shaw deal is finally closed! Symbols of stocks discussed: RCI-B.TO,...

We start this episode by talking about Credit Default Swaps (CDS) and what they are. Braden talks about dysfunctional dividends and we finish the episode by talking about Balaji Srinivasan and his bet that Bitcoin will reach 1M in 90 days. Symbols of stocks discussed: SCHW, DB Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simo...

In this episode, we look at the recent Fed decision to raise interest rates by 25bps and what Jerome Powell had to say about the banking crisis and future rate hikes. We then look at the recent congressional hearing of TikTok's CEO and if the US is gearing up to ban TikTok. We also discuss the short report on Block and the Lumine Group spinoff from Constellation Software.  Symbols of stocks discus...

In this episode we talk about irrational optimism and why it's a common characteristic of great founders and investors. We then look at a recent twitter post from Ben Felix who compared lump sum investing with dollar cost averaging (DCA). We finished the episode by talking about two companies on our radar that we’ve never discussed before on the podcast. Symbols of stocks discussed: MCO, SPGI, WIS...

In this week’s episode we talk about UBS acquiring its rival Credit Suisse with the help of the Swiss central bank as we continue to see issues in the banking sector. We also discuss recent CPI prints for both Canada and the US and what implications it might have going forward. Symbols of stocks discussed: CS, UBS, ATD.TO, CP.TO Check out our portfolio by going to Jointci.com Our Website Canadian...

Silicon Valley Bank was the 2nd largest bank to collapse in US history. The largest bank to do so since the Great Financial Crisis. This entire episode is decade to what caused its collapse, the consequences and what may be coming in years down the line. Symbols of stocks discussed: SIVB, RY.TO, TD.TO, BMO.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Net...

With most companies having reported earnings and providing guidance for 2023, we look at how it stacks up by sector and historically. We then discuss how people would approach investing if they only had a total of 20 companies they could invest in during their lifetime. We finish the episode by answering a great listener question! Symbols of stocks discussed: CSU.TO Check out our portfolio by goin...

In this episode, Braden starts by talking about the different types of luck based on a piece from the investing firm Andreessen Horowitz. We then answer a few listener questions including one on Analyst ratings and why they tend to be overly positive.  Symbols of stocks discussed: GOOG, DKNG, INTC, AQN.TO, CVNA, TTP.TO, ZCN.TO,  Check out our portfolio by going to Jointci.com Our Website Canadian...

In this episode, we talk about the recent news that Nordstrom will be winding down its Canadian operations. We then look at some recent earnings including Live Nation, Intuit, Canadian Banks and several retail companies. Symbols of stocks discussed: LYV, JWN, COST, WMT, TGT, HD, INTU, BMO.TO, CM.TO, BNS.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Networ...

In this episode, Braden goes over takeaways from Warren Buffet’s 2022 Shareholder letter. We then discuss another legend in the investing space. We also touch on what impacts government bond yields and how to store your Bitcoin and cryptocurrency. Symbols of stocks discussed: BRK-B Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing...

In this episode, we start by discussing the recent Indigo-Chapters cyber attack and the Lumine spinoff from Constellation Software. We then talk about the recent decision from Intel to cut its dividend, Teladoc’s earnings and the importance of having a good management team for publicly traded companies. We also cover some other earnings including Nutrien and Autodesk.  Symbols of stocks discussed:...

In this episode, Simon gives an update to the retirement dividend income portfolio. We then talk about some controversial retirement hot takes. We wrap up the episode by talking about RESP and what Simon is doing for his daughter. Symbols of stocks discussed: BEPC.TO, BIPC.TO, DLR, GRT-UN.TO, CNR.TO, CNQ.TO, TXN, AP-UN.TO, HD, RY, T, JNJ, PEP, TD.TO, FTS.TO Check out our portfolio by going to Join...

In this milestone episode, we start the episode by answering some non-investment related questions from our listeners. We then talk about some of the weird answers that were given by Bing Chat and how meta is setting its sights on apple. We finish the episode with earnings from Airbnb, Canadian Tire and Restaurant Brands international. Symbols of stocks discussed: QSR.TO, ABNB, CTC-A.TO, AAPL, MET...

In this episode we go over the highlights of retirement and savings surveys done by BMO in the past year. We go over a pricing power checklist and explain what the US Dollar Index is.  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 Esta...

In this episode we discuss the recent US inflation numbers, look at S&P 500 returns and discuss the earnings of several companies including Brookfield, Pinterest and Canopy Growth.  Tickers of stocks discussed: PINS, BAM.TO, BN.TO, BIPC.TO, STZ Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Br...

I this episode we discuss the news of Microsoft incorporating Chat GPT into Bing and what potential future implications it could have for Google’s dominance on search. Simon then goes over Brazil’s potential as an emerging market investment. We then go over bottleneck businesses and finish with the discussion on a couple of strange niche ETF. Tickers of stocks discussed: NANC, KRUZ, FLVR, EWZ, EWZ...

It’s earnings season and we talk about some well known Canadian and US stocks including Amazon, Meta, Canada Goose, TFI International and Lightspeed Commerce! Tickers of stocks discussed: AP-UN.TO, AMZN, META, GOOSE.TO, ATVI, LSPD.TO, TFII.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...

In this episode, Braden goes over Terry Smith's 7 investing lessons and how the flywheel effect can be so powerful for businesses that have it. We discuss the recent Fed increase and Simon goes over some of the reasons why India could be an attractive market to invest in the next decade.  Tickers of stocks discussed: AMZN, UHAL, CRWD, AXON, NFLX, GOOG, WSP.TO, ACN, TFII.TO, BLK, INTU, ISRG, RAS, W...