Stay ConnectedThe Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.
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In this episode, we kick things off with a quick look at the newly imposed 35% tariffs by the U.S. on Canadian goods.We then break down earnings from some key Canadian names, starting with TMX Group, which continues to benefit from strong options trading volumes and solid growth from its energy and ETF data platforms.Tourmaline posts strong results despite weak natural gas prices, and signs a lucrative long-term export deal linked to European gas benchmarks.We also dig into Celestica, arguably Canada’s best-performing AI-related stock, and explain why its explosive growth may have more to run—even if customer concentration adds some risk.In the gold space, Agnico Eagle delivers another standout quarter as higher gold prices widen margins and drive profitability to record levels.Lastly, we revisit Allied Properties REIT, where payout ratios are getting dangerously close to unsustainable levels, and where asset sales and debt refinancing will be key to keeping the distribution intact.
Tickers of stocks discussed: CLS.TO, X.TO, TOU.TO, AEM.TO, AP-UN.TO
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In this episode, Simon and Dan go deep into the growing signs that point to a potential market top. From narrow market leadership and the return of meme stocks to rising margin debt, IPO activity, and elevated valuations — they cover it all. They also dive into speculative trading trends, the resurgence of paid stock promotions, and why retail investors might be piling in at the wrong time. While not a doomsday episode, this is a grounded look at the data and sentiment driving markets in 2025.Plus:
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In this episode, Simon and Dan cover a range of earnings updates, starting with Canadian National Railway's lowered guidance and what it could mean for CP Rail. We then dive into TFI International’s freight challenges, Loblaws' strong performance (and controversial stock split), and Alphabet’s booming YouTube ad growth despite search disruption risks. We wrap up with thoughts on Bitcoin, gold, and why Franco-Nevada might be set up for a strong earnings surprise.
Tickers of stocks discussed: TFII.TO, CNR.TO, L.TO, GOOG
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In this episode, we compare two of Canada's most successful fashion retailers, Lululemon and Aritzia. We dive into their history, growth trajectories, and financials, highlighting why Aritzia has outpaced Lululemon in recent years and how each brand is tackling expansion, margins, and competition. We also break down the bull and bear cases for both companies going forward and which one has the best potential returns for investors.
Tickers of stocks discussed: LULU, ATZ.TO
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In this episode, we start by breaking down the year-to-date performance of major asset classes, including equities, gold, Bitcoin, and bonds. We then dive into why Couche-Tard’s $47B bid for Seven & i ultimately fell apart after nearly a year of back-and-forth. Lastly, we cover the latest earnings from BlackRock and American Express.
Tickers of stocks discussed: BLK, AXP
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Following up on our recent RESP segment, Simon answers a listener question about RESPs. We go deep on how to maximize government benefits like the CESG and Canada Learning Bond, and outline smart approaches for front-loading, automating, and adjusting RESP investments as your child gets older.
Simon also shares how he's planning to use his daughter’s RESP as a tool for both long-term compounding and financial education. We discuss when to start involving your child in RESP management, how to plan for non-traditional post-secondary paths, and how RESP funds can be used for much more than just tuition.To wrap things up, we each pick a few "set-it-and-forget-it" stocks we'd feel confident buying and holding for the next decade and explain what makes these businesses so durable.
Tickers of stocks discussed: BRK.B, FTS.TO, CP.TO, PWR
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Check out our portfolio by going to Jointci.com
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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In this episode of the Canadian Investor Podcast, we break down Canada’s latest CPI report, which shows inflation ticking up slightly to 1.9% and core inflation remaining sticky at 3%. We talk about how this may impact the Bank of Canada’s upcoming interest rate decision.Then, we dive into a strong quarter from Aritzia, where U.S. sales are booming and margins are improving despite tariff risks. On the flip side, MTY Food Group continues to struggle with soft same-store sales and a shrinking store count—raising the question of whether this is a cheap stock or a value trap.We also look at Richelieu Hardware’s steady performance, Delta Airlines’ financial spin zone, and the impact of tariff talk on both businesses and investor sentiment.
Tickers of stocks discussed: ATZ.TO, RCH.TO, DAL, MTY.TO
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Check out our portfolio by going to Jointci.com
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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In this episode, we compare two major dollar stores, Dollar Tree and Dollarama. We break them down to see which one stands out as the better business and long-term investment. We break down Dollar Tree’s recent decision to sell off its struggling Family Dollar segment, analyze key financial metrics like margins, free cash flow, and valuation, and contrast that with Dollarama’s performance and business model. From store growth to customer trends, we dig into what sets these two retailers apart and which one looks more compelling going forward.
Tickers of stocks discussed: DOL.TO, DLTR
Get your TSX Meetup tickets here!
Check out our portfolio by going to Jointci.com
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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In this episode, we dig into a busy week of earnings from three very different businesses navigating challenging environments. We start with Couche-Tard, where modest merchandise growth in Canada and Europe couldn’t offset softness in the U.S. and fuel sales. Next, we check in on Blackberry, which posted its first profit in three years while questions about the future of the company still remain front and centre. Lastly, we break down Nike’s rough Q4. Revenue and earnings are way down, margins are getting crushed, and inventory problems persist. But there are a few signs of sequential improvement.
Tickers of stocks discussed: NKE, BB.TO, ATD.TO
Get your TSX Meetup tickets here!
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Check out our portfolio by going to Jointci.com
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast - The Canadian Real Estate Investor
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Asset Allocation ETFs | BMO Global Asset Management
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In this episode, we give you a timely update on the Canadian housing market with a focus on some striking regional divergences. Dan breaks down the latest trends emerging from the spring data, highlighting continued resilience in Alberta and the Prairies, driven by strong population growth and economic tailwinds. Meanwhile, the GTA is showing signs of serious stress, especially in the condo market. We dive into the growing oversupply of condos, falling rents, and the pain facing investors holding pre-construction units bought at peak prices. We also explore potential opportunities for buyers, what a recovery might depend on, and whether policy changes could shake up the market again.
Get your TSX Meetup tickets here!
Get your Calgary Meetup Tickets here!
Check out our portfolio by going to Jointci.com
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
Apple Podcast - The Canadian Real Estate Investor
Spotify - The Canadian Real Estate Investor
Web player - The Canadian Real Estate Investor
Asset Allocation ETFs | BMO Global Asset Management
Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.
Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.
See omnystudio.com/listener for privacy information.
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