The Canadian Investor

In this episode, we cover the recent Bank of Canada interest rate increase and their monetary policy update. We then look at the short report on Adani and cover the earnings of American Express, Roper, Whirlpool and Spotify. Tickers of stocks discussed: AXP, ROP, WHR, SPOT Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s...

In this Monday release, we are doing a hybrid episode. We start by discussing the new Netflix documentary on Bernie Madoff. Simon then talks about some potential emerging markets other than China. We then go over some recent earnings and go over stocks on our watchlist.  Tickers of stocks discussed: MA, V, ASML, CNR.TO, AMZN, GOOG, CP.TO, COST, INTU, ICE, NDAQ, AAPL, CRWD, HD, TSM, LMT, RACE, AXON...

In this episode, we start by talking about recent Canadian inflation data. We then discuss some recent moves involving some Canadian small cap companies. We also go over the earnings of Interactive Broker, Netflix, Metro, Lockheed Martin. We finish the episode by doing a live reaction to Microsoft’s earnings. Tickers of stocks discussed: IBKR, NFLX, MRU.TO, LMT, MSFT, WE.V, MAGT.TO Check out our p...

In this episode, Simon talks about STAAR surgical, a stock he found using a stock screener. Braden goes over the results of a screener that he used and why so going after a hot new market can be a death spiral for so many companies. Tickers of stocks discussed: STAAR, TOY.TO, SHOO, GOOG, FB, ADBE, LULU, ODFL, DHI, CPRT, ON, LEN, TROW, SWKS, TER, PHM, GRPN Check out our portfolio by going to Jointc...

In this episode, Simon talks about Real Estate Investment Trusts (REIT) with Daniel Foch from the Canadian Real Estate Investor Podcast. They cover the pros and cons of investing in REITs vs. buying real estate, which sub sectors are attractively priced and some potential names to keep an eye on. Tickers of stocks discussed: AP-UN.TO, CAR-UN.TO, REI-UN.TO, SRU-UN.TO, GRT-UN.TO, DIR-UN.TO, NWH-UN.T...

In this episode, we look at home country bias data across the world and how Canada compares to it. Simon discusses a recent stock he bought and Braden talks about an under the radar company that you may already be familiar with without knowing it. Tickers of stocks discussed: AP-UN.TO, WINA Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_...

In this episode, we discuss the recent acquisition by Nuvei, the roger shaw tribunal approval tech layoffs and troubles at Bed Bath and Beyond. We also look at returns by investment class over the last 37 years and the most traded stocks by Canadians using TD direct investing. Tickers of stocks discussed: NVEI.TO, CRM, AMZN, AQN.TO, TSLA, SHOP.TO, LULU, BNS.TO, SU.TO, TD.TO, ENB.TO, LSPD.TO, AAPL,...

In this episode, we look at the stock market historical returns and how the automotive sector could be in for a rough 2023. Simon shares an investing project that he will be undertaking to show that anyone can invest, even those who only have small amounts of money to put towards investing every month. We also discuss the new Tax Free First Home Savings Account (FHSA) that will be taking effect la...

In this special episode, Braden interviews the host of the Millennial Investing podcast Rebecca Hotsko. Rebecca talks about what she’s learned from guests since becoming the new host of the Millennial Investing podcast and why investors need to pay attention to commodities in the years ahead. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cd...

In our first episode of 2023, we look back at our 2022 bold predictions and make some new investing bold predictions for the year ahead! Tickers of stocks discussed: QQQ, SPY, COIN, LSPD.TO, NFLX, DIS, VIAC, WBD, XEG.TO, ARKG 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: @BradoC...

Ever wonder what a hockey starting lineup would look like if it were made of 6 great companies? Simon and Braden each chose 6 stocks that to fill their hockey starting lineup and explain why they chose each company. Tickers of stocks discussed: MSFT, COST, INTU, DOO.TO, ATZ.TO, ISRG, ASML, CP.TO, BIPC.TO, NDAQ, CHD, BRK-B Check out our portfolio by going to Jointci.com Our Website Canadian Investo...

In this episode, we discuss a recent piece from RBC showing that more and more Canadians are renting as home ownership affordability has dwindled over the last decade. We also talk about retirement decumulation and talk about Zombie companies Tickers of stocks discussed: CVNA Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon...

From high inflation to growth stocks coming back down to earth, we discuss our main takeaways from 2022 from a Canadian investing standpoint. Tickers of stocks discussed: XAGG.TO, XCBU.TO, VGV.TO, VCB.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 m...

Psychology can be an investors’ greatest asset or downfall and how often you look at your portfolio returns could have a big impact on that. We discuss if you should be owning stock in the company you work for and answer a listener question about navigating taxes in a non-registered account. Tickers of stocks discussed: MSFT, PM, EL, ADP, IDXX, PEP, SYK, MKC, V, WAT, BFB, AMZN, META, GOOGL, INTU,...

GameStop was the meme stock of the year in 2021, but how is its business doing currently? Canadian retailer Dollarama keeps posting impressive results while other retailers are struggling. We also go over the earnings of Lululemon and Costco and discuss the recent news on inflation and the arrest of Sam Bankman-Fried. Tickers of stocks discussed: DOL.TO, LULU, COST, GME Check out our portfolio by...

Financial media headlines constantly talk about the Dow Jones Industrial index but is it relevant? Are ESG ETFs a way for fund managers like Blackrock to charge higher fees? What drives stock returns over different time periods? We answer those burning questions in this episode of the Canadian Investor Podcast. Tickers of stocks discussed: AAPL, MSFT, GOOG, AMZN, BRK-B, TSLA, UNH, JNJ, V, XOM, TSM...

It’s the end of the year and we look at the best and worst performing stock market sectors in 2022. We look at the earnings from 3 of Canada’s largest banks and if a large increase in consumer debt is alarming for Canada’s economy going forward. Tickers of stocks discussed: RY.TO, NA.TO, CM.TO, CRWD, ALGN, SIVB, ZM, META, NFLX, TSLA, MRNA, AVTR, RKT, AMZN, LBRDA, PINS, VEEV, NOW, KKR, NTR.TO Check...

The Real Estate Sector has been hit hard by higher interest rates with the sector being down more than 25% year to date. In this episode we do a dive into Allied Properties REIT which has seen its price go down by more than 40% since the start of 2022. Allied is traded on the TSX and currently has a dividend that yields more than 6.5%. Tickers of stocks discussed: AP-UN.TO Check out our portfolio...

Shopify shows that online retailers are still going strong with its vendors posting record black friday sales! Royal Bank of Canada announces that it will be making a massive acquisition by buying HSBC’s Canadian operations for 13.5B. We also looked at the recent quarters of software and retails stocks listed down south. Tickers of stocks discussed: SHOP.TO, ADSK, DLTR, PDD, ATD.TO Check out our p...

We go over a list of stocks that show how share buybacks can supercharge returns for shareholders if they are done right by management. We discuss the pros and cons of a low stock price for a great company and the difference between a closed end fund and open end fund.   Tickers of stocks discussed: AGO, DDS, DQ, DLTR, AMP, AZO, ORLY, MSI, CAR, MUSA, LOW, CACC, WEN, GME, DBMG, RH, KFRC, NKE, V, AM...

In this episode, we talk about a blockbuster Canadian acquisition. We also discuss earnings from some well known Canadian stocks, the latest Canadian CPI numbers and some more FTX news. Tickers of stocks discussed: HCG.TO, DIS, L.TO, ATD.TO, ZM, DCBO.TO, ANF, CTC-A.TO Shakepay Bitcoin Survey Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn...

Simon goes over an updated version of a model dividend income portfolio. The stocks that you will find in the model portfolio are companies that provide a good starting yield, have reasonable payout ratios, have revenue growth and dividend growth.  Tickers of stocks discussed: BEPC.TO, BIPC.TO, DLR, GRT-UN.TO, CNR.TO, CNQ.TO, TXN, O, HD, RY.TO, TD.TO, T.TO, JNJ, PEP, FTS.TO, PSU-U.TO, COST, MSFT,...

The markets are roaring on a better than expected US CPI print and the crypto world is shaken by the fall of FTX. We make sense of these two major events and discuss a beloved Canadian stock that is facing some major headwinds and now has a dividend paying more than 9%. Tickers of stocks discussed: HD, AQN.TO, WEED.TO, BRK-B, TSM, BAM Shakepay Bitcoin Survey Check out our portfolio by going to Joi...

People often wonder how they can mitigate risk with riskier investments. We discuss a tool available to all investors that can help with this. We then talk about Big Tech Stocks and if we are bullish or bearish going forward. We explain what NAV is and why it matters when investing in funds. Tickers of stocks discussed: GBTC, WMT, TTM, JWM  Shakepay Bitcoin Survey Check out our portfolio by going...

Earnings season continues with a slew of Canadian companies reporting. In this episode, we look at earnings from companies like Lightspeed, Constellation Software, Nutrien and Canada Goose. We also give our thoughts on emerging themes from this earnings season as well as the new tax on buybacks that was announced by the federal government. Tickers of stocks discussed: CSU.TO, TOI.V, LSPD.TO, MG.TO...