The Canadian Investor

In this release of the Canadian Investor Podcast, we cover the following topics: How bear markets can create great returns over the long term Online gambling industry and how to get exposure to it Activision Blizzard arbitrage following the Microsoft offer Tickers of stocks discussed: PDYPY, DKNG,PENN, CZR, MGM, PYTCY, ATVI, MSFT, NVEI.TO, V, MA Check out our Portfolio and Patreon page at Jointci....

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Etsy earnings Mercado Libre earnings Nurtien earnings Constellation Software earnings Topicus earnings Loblaws earnings Shopify earnings Brookfield infrastructure partners earnings CNBC Markets in turmoil segment Air Canada earnings   Tickers of stocks discussed: ETSY, MELI, NTR.TO, CSU.TO, TO...

In this release of the Canadian Investor Podcast, we cover the following topics: TD’s most recent update on top 10 holdings for Canadians How to handle a drawdown after starting to invest in a bull market Cloud computing provider market share Stock on our watchlist presented by EQ Bank Tickers of stocks discussed: CSU.TO, GOOG, AMZN, MSFT, LSPD.TO, NFLX, FB Check out our portfolio by going t...

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Nasdaq down 22% YTD Teladoc earnings Amazon earnings Pinterest earnings TFI international earnings Canadian national rail earnings Visa earnings Mastercard earnings Apple earnings   Tickers of stocks discussed: TDOC, AMZN, PINS, TFII.TO, CNR, V, MA, AAPL   Our Website Canadian Investor Po...

In this release of the Canadian Investor Podcast, we cover the following topics: Valuation of big tech stocks which are significantly down since their recent highs Accumulating wealth over the long term without getting lucky We compare market cap ETFs vs. equal weighted ETFs and reverse market cap ETFs Tickers of stocks discussed: SPY, RSP, YPS, AAPL, GOOG, PYPL, NFLX, FB Check out our portfolio b...

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Canadian CPI rising to 6.7% Intuitive Surgical earnings February 2022 housing data showing a potential cooldown ASML earnings Elon Musk buying Twitter Metro earnings Activision Blizzard earnings Snap earnings Tickers of stocks discussed: ISRG, ASML, TWTR, MRU.TO, ATVI, SNAP Our Website Canadian Inv...

In this release of the Canadian Investor Podcast, we cover the following topics: We answer a listener question about selling big tech stocks What to make of Netflix earnings release and recession fears The best performing S&P 500 stocks over 5, 10, 15 and 20 years  How we handle bad news from a company we own Tickers of stocks discussed: NFLX, ENPH, SEDG, TSLA, ETSY, NVDA, DXCM, MPWR, AMZ...

In this release of the Canadian Investor Podcast, we cover the following topics: Cathie Wood saying that she expects 50% compound annual growth rate from her ETFs Etsy sellers announcing they are going on strike The one rule that makes winning stocks Bitcoin as an inflation hedge How monopolistics type of companies are like toll roads Stocks on our watchlist Tickers of stocks discussed: ETSY, ADSK...

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Bank of Canada raising interest rates to 1% Elon Musk and Twitter Saga BlackRock Q1 earnings Shopify Stock Split Delta Airlines earnings Berkshire reveals its stake in HP Taiwan Semiconductor earnings Peter thiels makes headlines by calling Buffet a Sociopathic Grandpa Stripe update letter Tickers...

In this episode of the Canadian Investor Podcast we discuss ten companies under 10 billion in market cap that are worth adding to any watchlist. Those companies are Redfin, Equitable Group, Docebo, Topicus, Innovative Industrial Properties, ANGI, Fiverr, TMX Group, Lemaitre Vascular and the Descartes Systems Group Tickers of stocks discussed: RDFN, EQB.TO, DCBO.TO, TOI.V, IIPR, ANGI, FVRR, X.TO, L...

In this episode of the Canadian Investor Podcast we answer some listener questions. We answer questions about diversification, emergency funds, high interest savings accounts, GICs and entry points for stocks. We then look back at Berkshire Hathaway’s historical returns and what outcomes someone could have had if they had invested in Berkshire over long periods of time. Tickets of stocks men...

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Elon bought 3B of Twitter stocks which now makes him the largest shareholder at 9.2% DHL makes an agreement with CargoJet Americans lost 7B in 202 to internet crime Netflix documentary on Quadriga CX Gamestop stock split S&P 500 has its first negative quarter in 2 years Tesla released its total...

In this episode of the Canadian Investor Podcast we take a look at some smaller interesting Canadian stock ideas. And then we dive into our research process at Stratosphere and what makes a high quality durable business for long-term investors. Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Sign up to Stratos...

In this episode of the Canadian Investor Podcast we take a look back at some of the largest tech acquisitions in history and give our take on them. We finish the episode by going over some stocks on our watchlist. Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Sign up to Stratosphere for free 🚀 our platform...

In this episode of the Canadian Investor Podcast we discuss some useful metrics when researching stocks and then we review Aritzia as an investment. Tickers of stocks discussed: ATZ.TO, LULU   Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Sign up to Stratosphere for free 🚀 our platform for self-directe...

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Canadian February 2022 CPI figures SEC is exploring making environmental disclosures mandatory Equinix to acquire data centers in Chile and Peru Alimentation Couche-Tard earnings Accenture earnings Hut 8 mining earnings TSX outperforming the S&P 500 this year HEXO earnings   We finished th...

In this episode of the Canadian Investor Podcast we are back to our regular schedule. Here’s an overview of what we discuss during the episode: Historical data shows that full year stock returns often turn positive even if they start the year poorly The causes behind chinese stocks to be significantly down in the past year How doing less often means better returns when investing Braden inter...

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Amazon doing a 20 for 1 stock split WSP earnings Alberta now projecting a surplus for 2022 on the strength of oil prices US president Joe Biden signs an executive order on cryptocurrencies Constellation Software making more acquisitions Lululemon launching a footwear collection Crowdstrike earnings...

In this episode of the Canadian Investor Podcast we are back to our regular schedule. We discuss the following topics: The turnover in companies that are part of the S&P 500 over the past several decades The pros and cons of using a dividend reinvestment plan (DRIP) An overview of the bear markets over the past century The Volatility index (VIX) The 10 most traded securities based on TD direct...

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Bank of Canada raises its benchmark interest rate Crude oil is reached $120 based on the WTI price Federal government makes an announcement on the Shaw acquisitions by Rogers Growing list of companies are exiting russia Commodities are outperforming the rest of the market Park Lawn Corporation earn...

In this episode of the Canadian Investor Podcast we are back to our regular schedule. 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   Our Website Canadian Investo...

In this special episode of the Canadian Investor Podcast we discuss the invasion of Ukraine by Russian Forces. Our discussion focuses on what impact this could have on markets and the world economy.  Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Sign up to Stratosphere for free 🚀 our platform for self-...

In this episode of the Canadian Investor Podcast we discuss the following topics: The flywheel concept applied to investing The evolution of investing in emerging market stocks What net debt is and what it means   Simon finishes the episode by interviewing Elizabeth Robinson from ABC Life Literacy Canada to discuss financial literacy in Canada. Tickers of stocks discussed: AMZN, VEE.TO, VEQT....

In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Disposable income compared to the price of homes January US and Canada CPI numbers  AirBnB earnings Nutrien earnings Shopify earnings Canadian Tire earnings DraftKing earnings Equinix earnings Air Canada earnings We finished the episode by answering some non-investing questions from twitter. &...

In this episode of the Canadian Investor Podcast we discuss the following topics: What drives returns in the short term vs. the long term The meaning behind KPMG Canada adding Bitcoin and Ethereum to their treasury The news that Blackrock will be entering the cryptocurrency space The art of not selling Bond returns in the past 4 decades and what could happen to the bond market in the future https:...