The Canadian Investor

Wondering what the big secular trends of the 2020’s will be? In this episode we talk about 4 secular trends that we think will have massive tailwinds until the end of this decade We also discuss stocks that could benefit from these secular trends. We finish the show by discussing a listener question on Canadian Depositary Receipts (CDR).  Tickers of stocks discussed: BNY, TXN, NVDA, AMD, INTC, ASM...

2022 is turning out to be a very different year for software as a service (SAAS) stocks. The market is putting more importance on profitability. Companies that were trading at nosebleed valuations last year need to prove they can grow sales and be profitable. In the episode we have a look at several names to see if this is the case or not. We finish the episode with some boring Canadian  transport...

This earnings season is turning out to be tough for many publicly listed companies. During this special episode, we go over earnings from Visa, Microsoft and Google. We then talk about Chinese stocks and if they have become uninvestable following the 20th National Congress of the CCP.  Tickers of stocks discussed: V, MSFT, GOOG, KWEB, BABA, TCEHY, JD, PDD Check out our portfolio by going to Jointc...

Earnings season is always a fun time of the year for anyone with an interest in stocks. In this episode we go over earnings from Tesla, American Express, UPS, Moody’s and more! We also discuss the recent inflation news coming out of Canada and why Chinese stocks were getting hammered this week. Tickers of stocks discussed: JD, TCEHY, BABA, MCO, TSLA, AXP, WGO, WHR, UPS Check out our portfolio by g...

The bear market we are currently in has brought the valuation of most companies down. In this episode, we look at the stocks of 10 great businesses that we have on our watchlist for Q4 2022. Tickers of stocks discussed: GRT-UN.TO, ISRG, ASML, ADSK, RY.TO, SPGI, AMZN, ADBE, BAM-A.TO, ACN Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_inve...

Aritzia continues to have impressive results quarter after quarter. We also look at the recent returns of the S&P500 by sector and how it can be a good indicator of where to find value in the stock market. We also have a look at the recent US CPI release and what it means for inflation. Based on popular demand, we do a live reaction of Netflix earnings which came out as we were recording the p...

Is putting your hard earned money in real estate always a good investment? We took a deeper look at the pros and cons of Real Estate and investing in the stock market to try and answer that question. We also look at some of the most popular stock holdings according to TD direct investing. Tickers of stocks discussed: USRT, TSLA, BBY, TD.TO, BNS.TO, SU.TO, AMC.TO, AMZN, ENB.TO, CM.TO, SHOP.TO, BCE....

Semiconductor stocks like Nvidia, AMD, ASML and TSM have been getting crushed since the start of the year. Companies associated with those chipmakers have been trading down since the warning of AMD last week about weaker demand in the short term. We also review some of the recent macro and inflation news. We look at an alcohol and marijuana company and discuss whether the big cannabis news from th...

Following the recent release of the Netflix docuseries on eat the rich, the Gamestop saga, we decided to give our thoughts and takeaways following what happened with GME in 2020 and 2021. The investing world saw retail investors team up together and inflict major losses to hedge funds. More than a year later, we look back at what happened and how r/wallstreetbets managed to pull off that epic shor...

In this episode, we talk about Elon Musk going ahead with the Twitter acquisition. We also discuss the recent news surrounding the European Investment Bank, Credit Suisse and if it is really on the verge of collapse. We then have a look at why Nike’s stock was down double digit after its recent earnings release and discuss more news and earnings! Tickers of stocks discussed: TWTR, CS, BB.TO, NKE,...

With the current bear market, most dividend paying stocks have increasing dividend yields which is great for income seekers. We go over 10 dividend stocks that have seen their yields increase significantly in the past year. We then go over factoring probabilities when investing. We finish the episode by talking about adding to existing positions vs. starting new ones. Tickers of stocks discussed:...

Most retail stocks have had a tough year because of inflation and supply chain issues but Costco keeps delivering in its latest quarter. We look at how world currencies and CAD have fallen compared to USD. During the episode, we also talk about some changes at some of Cathy Wood’s Ark Funds and look at recent results from one of the largest Canadian Marijuana Companies. Tickers of stocks discussed...

In this episode we break down the advantages that retail investors have over fund managers. We also talk about the dilemma of converting CAD to USD while CAD is in a downward trend. We finish the episode by talking about the recent US Federal Reserve interest rate hike and Simon’s latest moves. Tickers of stocks discussed: ETSY Check out our portfolio by going to Jointci.com Our Website Canadian I...

In this episode, we talk about some recent changes to the Toronto Stock Exchange Index. We look at which Canadian Real Estate markets have been impacted the most by the recent housing correction. We also discuss the recent acquisition by Adobe, August inflation numbers, the 2nd richest person in the world and more! Tickers of stocks discussed: FDX, TOU.TO, BHC.TO, ASTL.TO, BLU.TO, UNS.TO, ACB.TO,...

It’s not always easy to be invested in the stock market during extended bear markets. In this episode, we take a look at historical market drawdowns and how long it took the stock market to recover. We also go over stock on our watchlist, fixed income options with recent rate hikes and more! Tickers of stocks discussed: ISRG, SU.TO, CNQ.TO, TOU.TO Check out our portfolio by going to Jointci.com Ou...

In this episode we go over the Bank of Canada 75bps increase and the US CPI coming in higher than expected. We give our thoughts on GameStop and Dollarama’s earnings. We also talk about the recent Apple Flagship event, year to date bond returns, Brookfield Investor day and the upcoming Ethereum Merge. Tickers of stocks discussed: BAM-A.TO, GME, DOL.TO, AAPL Check out our portfolio by going to Join...

In this episode we go over investing terms that every investor should know when investing in stock or index ETF. From registered accounts to income statement, we go over the most important terms that we think every Canadian investor should know. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twit...

In this episode we answer questions about buying stocks listed both in Canada and in the US and dollar cost averaging. We then go over some recent news about Snap, Amazon and Apple. We also review recent earnings from Lululemon, Crowdstrike and Alimentations Couche-Tard.  Tickers of stock discussed: AMZN, ATD.TO, LULU, AAPL, SNAP Check out our portfolio by going to Jointci.com Our Website Canadian...

The TSX can provide great investing opportunities because it is often overlooked by US and global equity investors. Stratosphere.io analyst Adrian Iwanicki goes over the investment thesis for Aritzia and how it could be following in Lululemon’s footsteps with its US expansion plan. Tickers of stock discussed: ATZ.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podc...

The latest from The Fed, our discussion on the energy crisis unfolding in Europe with tightened natural gas supply from Russia. Braden discusses the uprise in social app, BeReal. Then we wrap up some earnings from Autodesk, Canada Goose, and Canadian Banks. Tickers of stock discussed: GOOS, ADSK, RY, CM,  Aritzia writeup: https://www.stratosphere.io/company-search/ATZ:CA/ Check out our portfolio b...

Simon interviews Courtney Stephens. During the episode, they talk about the following topics: Financial literacy and some key concepts that every Canadian should know How to handle the recent volatility in the stock, bitcoin and crypto markets Financial independence and why the FIRE movement is not an all or nothing proposition Some of the recent bank runs and scandals in the crypto lending space...

Finding new ideas for our portfolio and decision paralysis haunts all investors.  But, luckily there are tools and resources to make the process easier.  Braden sits down with Dave Ahern to discuss the process of finding high quality businesses to own for a long time. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fia...

The age old debate of using an Index ETF strategy or stock picking. We go over the pros and cons of each approach and what to consider when deciding which strategy to use. We also go over 25 Canadian stocks with sales and earnings growth, the recent investment by Andreseen Horrowitz in Adam Newman’s new business venture and Simon goes over why he recently sold two of his stock holdings. Tickers of...

Has Disney become the king of the streaming wars?  Yes and no.  There is more to the story and we discuss why. In addition, we break down the latest down news and various earnings reports. Tickers of stocks discussed: BAM-A.TO, DIS, NVEI.TO, EQB.TO, HUT.TO, CGX.TO, TTD In today’s release, we cover the following news and earnings: Elon Musk sells more Tesla Shares US July Inflation numbers Disney e...

In this release of the Canadian Investor Podcast, we go over a 15 stocks portfolio built from scratch. Tickers of stock discussed: BAM-A.TO, BIPC.TO, BEPC.TO, GOOG, MSFT, CSU.TO, TOI.V, EQIX, SPGI, DEO, V, MA, COST, CNR.TO, CP.TO, ADSK, WM, GFL.TO, WCN.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Bra...