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 of The Canadian Investor, we look at the latest Canadian CPI data and discuss the Fed's recent shift in focus from inflation to labor market concerns, shedding light on what this could mean for future policy.
We also discuss Algonquin Power's decision to sell its renewable power business, and we dissect the lackluster earnings reports from BMO, TD, and Scotiabank.
Tickers of Stocks & ETF discussed: AQN.TO, BMO.TO, TD.TO, BNS.TO
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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Braden hops on the mic for a solo episode discussing 30 Canadian Compounders that have had great returns over the last 10 years.
From garbage collection to real estate services, there have been some TSX listed stocks that have been favourable to shareholders. Braden goes through some stats and a hot take on each one moving forward.
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In this episode, we explain the Japanese Yen carry trade and why it had such an impact on markets earlier this month.
We then talk about the new Ethereum ETFs that have been launched and what type of inflows they have had so far. Dan then goes over 3 lesser known ETFs that are worth a closer look for investors.
Tickers of Stocks & ETF discussed: HXS.TO, FEQT.TO, ZLB.TO, CETH, ETHW, FETH, EZET, ETH, ETHE, QETH, ETHA, ETHV
Check out our portfolio by going to Jointci.com
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In this episode, we start by talking about Berkshire Hathaway's record cash holdings which have now reached 277B.
Simon then goes over the mechanics of RRIFs and LIFs, offering a detailed breakdown of how these retirement income funds work. He also shares learnings following the conversion of his parent’s investments to RIFs and LIFs.
We also revisit a Canadian small-cap company, MDA, which Braden had previously flagged as one to watch and why it's still on his radar.
Finally, we'll discuss Bitcoin’s recent volatility, examining how the unwinding of the Yen Carry Trade has impacted the market..
Tickers of Stocks & ETF discussed: GM, F, SPOT, DIS, BMW, VOW, PARA, WBD, RY.TO, TD.TO
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 we start with Tourmaline’s $1.3B acquisition of Crew Energy, an all-stock deal that skyrocketed Crew Energy's shares by 76%. We discuss what impact the acquisition will have on Tourmaline’s business going forward.
Next, we turn to Starbucks’ surprising CEO shakeup, bringing in Chipotle’s Brian Niccol to lead the coffee giant. We break down Niccol’s impressive track record at Chipotle and what his leadership could mean for Starbucks’ future, especially as it faces consumer cutbacks in a tightening economy.
We also touch on Canadian Tire’s struggle with declining revenues, Home Depot’s insights on the US consumer slowdown, and Goeasy’s continued growth in the subprime market, despite rising charge-offs. Plus, we look at Air Canada’s latest earnings showing that air travel is declining in Canada.
Tickers of Stocks & ETF discussed: CR.TO, SBUX, CTC-A.TO, AC.TO, TOU.TO, HD.TO
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 dive into the mindset of buying during market sell-off and why it can be a smart move for long-term investors. Braden discusses a purchase he made during the holiday Monday sell-off. We discuss how market corrections can offer a good opportunity for investors to re-evaluate their plans based on their emotional reactions during volatile times.
We also explore the differences between hard and soft sell rules, helping investors decide when to keep, trim or sell a position. Finally, we examine the DTC consumer brands that are struggling and the better way to play the space by investing in the ecosystems and platforms that power them.
Tickers of Stocks & ETF discussed: ASML, PTON, HIMS, WRBY, CHWY, BIRD, NKE, SHOP.TO, ETSY, META, MELI, AMZN, W, EBAY
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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See omnystudio.com/listener for privacy information.
In this episode of The Canadian Investor Podcast, we start by talking about the recent volatility. We look at the recent downturn of US stocks led by the large tech companies and how the TSX is now inching closer to matching the returns of those indices in 2024.
We also discuss the recent Fed rate decision. We also look at the recently released job numbers out of the US and how it could push the Fed to cut rates in September despite the upcoming US elections in November.
Additionally, we break down Amazon's mixed quarterly results and what they mean for the stock, Starbucks' earnings and review BCE's Q2 2024 earnings which contained some positives and negatives for the large Canadian telecom.
Tickers of Stocks & ETF discussed: SBUX, BCE.TO, AMZN
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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Web player - The Canadian Real Estate Investor
Sign up for Finchat.io 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.
In this episode of The Canadian Investor Podcast, we explore how companies issue substantial Stock based compensation (SBC) to their employees while simultaneously reducing the overall share count through buybacks. We discuss whether tying SBC to buybacks makes strategic sense and discuss how shareholders should view buybacks.
Additionally, we give an overview of private credit, which is a type of non-bank lending that is marketed as offering higher returns and tailored loan solutions but comes with a slew of risks and challenges for investors. We cover everything from lock-up periods and redemption limitations to the high fees and credit risks involved.
Lastly, we take a closer look at public fintech companies and how they’ve fared since 2021 and if some of the names are worth a closer look.
Tickers of Stocks & ETF discussed: WISE, ADYEN, SQ, AFRM, TOST, LSPD, V, MA
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
Sign up for Finchat.io 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.
In this episode of The Canadian Investor Podcast, Simon is joined by Rich Dias from The Loonie Hour podcast to delve into the current state and future prospects of the Canadian economy. Rich sheds light on pressing economic issues, including the troubling decline in GDP per capita, the rising provisions for credit losses by Canadian banks, and the persistent inflationary pressures. Despite these challenges, Rich concludes on an optimistic note, offering three compelling reasons to be hopeful about the long-term outlook of the Canadian economy.
Tickers of Stocks & ETF discussed:
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
Sign up for Finchat.io 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.
Braden sits down with Ryan Henderson, growth & content lead @ FinChat to talk about some of our biggest opportunities in the market through the years and some timely news as well.
Tickers discussed:
Tickers of Stocks & ETF discussed: GOOG, CRWD, CMG, LVMH, AXP, PM, META, AMZN
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
Sign up for Finchat.io 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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