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    Business

    The Canadian Investor

    The 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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    Latest Episodes:
    Six stocks with a growing dividend and supply chain issues Oct 25, 2021
    Show notes

    We are back with our regular schedule! In this monday episode with talk about the following subjects:

    • Canadian National Rail parting ways with its CEO Jean-Jacques Ruest
    • Six companies that pay a dividend that should keep up with inflation
    • Why so many companies are experiencing supply chain issues
    • How to approach picking stocks vs. choosing low cost index funds

    Tickets of stocks discussed:

    CNR.TO, BEPC.TO, L.TO, HD, MSFT, AMT, DLR, EQIX, BIPC.TO, TFII.TO, GFL.TO, CP.TO, ENB.TO

    • https://thecanadianinvestorpodcast.com/
    • Canadian Investor Podcast Twitter: @cdn_investing
    • Simon’s twitter: @Fiat_Iceberg
    • Braden’s twitter: @BradoCapital

    See omnystudio.com/listener for privacy information.


    Aritzia, US Banks, Domino’s and the first US listed Bitcoin ETF Oct 21, 2021
    Show notes

    We are back with our regular schedule! In this episode we discuss the following news and earnings:

    • Toronto having the second biggest housing bubble in the world according to UBS
    • SEC approving the proshares Bitcoin Futures ETF
    • Earnings of Aritzia, Goldman Sachs, JP Morgan, Bank of America, Taiwan Semiconductor, Alcoa and Domino’s

    Tickers of stocks discussed:

    BITO, ATZ.TO, GS, JPM, BAC, TSM, AA, DPZ

    • https://thecanadianinvestorpodcast.com/
    • https://www.ubs.com/global/en/wealth-management/insights/2021/global-real-estate-bubble-index.html
    • Canadian Investor Podcast Twitter: @cdn_investing
    • Simon’s twitter: @Fiat_Iceberg
    • Braden’s twitter: @BradoCapital

    See omnystudio.com/listener for privacy information.


    Investing in your circle of competence with Mitch & Jake Oct 18, 2021
    Show notes

    In this episode of The Canadian Investor, Braden sits down with two lads from the east coast to discuss investing in your circle of competence, EQ Bank, home builders and building a portfolio when you are young.

    After a relaxing 2 weeks off, Braden and Simon are back to recording regular episodes 2x per week this week.

    See omnystudio.com/listener for privacy information.


    Finding value in today’s stock market with Andrew Sather and Dave Ahern Oct 14, 2021
    Show notes

    In this episode of the Canadian Investor Podcast we interview our friends from the Investing for beginners podcast, Andrew Sather and Dave Ahearn. We talk about current stock valuations, where they think value can be found in today’s market and more.

    Tickers of stocks discussed:

    ADYEY, ADP, PAYX, CRWD, PYPL, MSFT, TSLA, FB, AMZN, AAPL, GOOG, V, MA, PGR

    • https://einvestingforbeginners.com/top-investing-podcasts/
    • https://thecanadianinvestorpodcast.com/
    • Canadian Investor Podcast Twitter: @cdn_investing
    • Simon’s twitter: @Fiat_Iceberg
    • Braden’s twitter: @BradoCapital

    See omnystudio.com/listener for privacy information.


    Lightspeed short report, moats and gambling on stocks Oct 11, 2021
    Show notes

    In this episode of the Canadian Investor Podcast, we mix it up with some news and concepts. We talk about the following topics:

    • Lightspeed short report by Spruce Point Capital
    • CMHC warning about the canadian housing market
    • Merger of Agnico Eagle Mines and Kirkland Lake Gold
    • US Debt Ceiling
    • Moats and quality scoring checklist
    • Precious streamers and Franco-Nevada
    • Gambling on stocks

    Tickers of stocks discussed:

    FNV.TO, LSPD.TO, AEM.TO, KL.TO

    • https://thecanadianinvestorpodcast.com/
    • Canadian Investor Podcast Twitter: @cdn_investing
    • Simon’s twitter: @Fiat_Iceberg
    • Braden’s twitter: @BradoCapital

    See omnystudio.com/listener for privacy information.


    Finding great businesses with Barry Schwartz Oct 07, 2021
    Show notes

    In this episode of the Canadian Investor Podcast Braden interviews Barry Schwartz. Barry is the chief investment officer of Baskin Wealth Management. Barry explains their investment philosophy, how it changed over the years and how they focus on the qualitative aspects of businesses to find great ones.

    Tickets of stocks discussed:

    FB, TFII.TO, MCO, FSV.TO, AMT, SBAC, MSCI

    • https://baskinwealth.com
    • https://thecanadianinvestorpodcast.com/
    • Canadian Investor Podcast Twitter: @cdn_investing
    • Simon’s twitter: @Fiat_Iceberg
    • Braden’s twitter: @BradoCapital

    See omnystudio.com/listener for privacy information.


    Mailbag - Two TSX Venture stocks, niche ETFs, savings accounts and more! Oct 04, 2021
    Show notes

    In this episode of the Canadian Investor Podcast we do another installment of our mailbag episodes.

    The topics discussed are:

    • Difference between owning individual stocks or index funds
    • Why topicus is listed on the TSX Venture and not the main exchange
    • Difference between the different only brokers in Canada
    • Just Kitchen and FLT Drove Delivery
    • The difference between RRSP and TFSA
    • Owning a niche ETF vs. a similar basket of stocks
    • The best current rates on canadian High Interest Savings Accounts

    We ranked them based on how likely we would own them in our portfolios.

    Tickets of stocks discussed:

    XIT.TO, FLT.V, JK.V, TOI.V

    • https://thecanadianinvestorpodcast.com/
    • Canadian Investor Podcast Twitter: @cdn_investing
    • Simon’s twitter: @Fiat_Iceberg
    • Braden’s twitter: @BradoCapital

    See omnystudio.com/listener for privacy information.


    Toast IPO, Carnival, Costco, Nike, Hive Blockchain and more! Sep 29, 2021
    Show notes

    In this second episode of the week, we’re doing an earnings and news roundup.

    We’re talking about the recent Toast IPO and earnings from Carnival, Costco, Hive Blockchain, Nike, Adobe, Vail Resorts, Blackberry and Accenture.

    Tickers of stocks discussed:

    TOST, CCL, HIVE.V, NKE, ADBE, MTN, BB, COST, ACN

    • https://thecanadianinvestorpodcast.com/
    • Canadian Investor Podcast Twitter: @cdn_investing
    • Simon’s twitter: @Fiat_Iceberg
    • Braden’s twitter: @BradoCapital

    See omnystudio.com/listener for privacy information.


    Tier Ranking the 41 largest Canadian Stocks Sep 27, 2021
    Show notes

    In this episode of the Canadian Investor Podcast we rank by tier the 41 largest Canadian public companies by market cap. The top tier is Tier S and then goes on a declining scale from A, B, C and D.

    We ranked them based on how likely we would own them in our portfolios.

    Tickets of stocks discussed:

    SHOP.TO, RY.TO, TD.TO, BAM-A.TO, ENB.TO, CNR.TO, BNS.TO, BMO.TO, TRI, CM.TO, CP.TO, ATD-B.TO, CNQ.TO, CSU.TO, MFC.TO, NTR.TO, ABX.TO, T.TO, SLF.TO, SU.TO, NA.TO, RCI-B.TO, IFC.TO, L.TO, POW.TO, MG.TO, GIB-A.TO, FTS.TO, QSR.TO, LSPD.TO, WSP.TO, OTEX.TO, GFL.TO, WCN.TO, TFII.TO, FSV.TO, DOO.TO, DSG.TO, X.TO

    • https://thecanadianinvestorpodcast.com/
    • Canadian Investor Podcast Twitter: @cdn_investing
    • Simon’s twitter: @Fiat_Iceberg
    • Braden’s twitter: @BradoCapital

    See omnystudio.com/listener for privacy information.


    The Evergrande fiasco, Jinko Solar, Oracle, Intuit and Cannabis Sep 23, 2021
    Show notes

    In this episode of the Canadian Investor Podcast, we discuss the following topics:

    • Evergrande, the Chinese Developer on the brink of defaulting and what potential impacts it could have in China and Globally
    • New developments on the Canadian Pacific offer to buy Kansas City Southern
    • Jinko Solar recent earnings
    • Earnings in the cannabis space, more specifically Canopy Growth and Fire & Flower
    • Recent Oracle earnings
    • The announcement that Intuit will be buying Mailchimp

    Tickets of stocks discussed:

    JKS, EGRNY, KSU, CP.TO, CNR.TO, WEED.TO, FAF.TO, INTU

    • https://thecanadianinvestorpodcast.com/
    • Canadian Investor Podcast Twitter: @cdn_investing
    • Simon’s twitter: @Fiat_Iceberg
    • Braden’s twitter: @BradoCapital

    See omnystudio.com/listener for privacy information.


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