The Canadian Investor

Braden Dennis & Simon Belanger

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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Episodes

Nvidia is Unstoppable and Trouble at Lululemon
3d ago
Nvidia is Unstoppable and Trouble at Lululemon
In this episode of The Canadian Investor Podcast, we cover a range of earnings reports and investing news. We start by discussing Nvidia's phenomenal earnings, driven by surging AI and data center demand, and its surprising dividend increase.   We then shift to the world of crypto with the approval of the Ethereum Spot ETF and its potential impact on the crypto market. Additionally, we delve into the recent controversy at Gildan Activewear, the restructuring at Lululemon, and the US Department of Justice's antitrust lawsuit against Live Nation.  Finally, we review Target's latest earnings, highlighting consumer spending trends and the retailer's response to a challenging economic environment. Join us for an insightful discussion on these key market movers and industry shifts.   Ticker of stocks/ETF discussed: LYV, LULU, NVDA, TGT, GIL.TO Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca 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.
5 Small Canadian Stocks & 10 Sector-Specific ETFs
6d ago
5 Small Canadian Stocks & 10 Sector-Specific ETFs
In this episode of The Canadian Investor Podcast, we shift our focus from broad-based index funds to explore the world of sector-specific ETFs. While index funds provide a great foundation, they often concentrate on certain sectors more than others, potentially leaving gaps in your portfolio.  Join us as we break down the S&P 500 and S&P TSX sector weightings, highlighting areas where investors might be underexposed, such as real estate, utilities, materials, energy, and consumer staples. Drawing inspiration from John Templeton's timeless wisdom on diversification, we'll provide you with Canadian and US listed ETF ideas for each of these sectors. Additionally, we'll delve into Warren Buffett's insights on achieving impressive returns with a smaller investment pool and share five intriguing Canadian small-cap stocks that have recently caught our eye.   Ticker of stocks/ETF discussed: MDA, PSI, BDT, CVO, KITS, VGT, TEC, ZNQ, IYF, ZEB, VCR, XCD, VOX, COMM, IXJ, ZUH Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca 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.
Why Gold and Bitcoin Provide Money Printing Insurance
20-05-2024
Why Gold and Bitcoin Provide Money Printing Insurance
In this episode, we look at the legacy of Jim Simons who recently passed away. Known for both his mathematical genius and philanthropic endeavors, Simons left an indelible mark on the investment landscape with his revolutionary approaches at Renaissance Technologies. We unpack the astounding performance of the Medallion Fund, which achieved phenomenal returns over more than 3 decades. We also answer a listener's question which asks about the merits of investing in both Gold and Bitcoin. With central banks' actions under scrutiny, especially during crises like the COVID-19 pandemic, we discuss the evolution of money supplies, the enduring value propositions of gold and bitcoin, and the strategic diversification of assets to safeguard against potential financial instability.  Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca 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.
The Return of Meme Stocks and Canadians Spending Less
16-05-2024
The Return of Meme Stocks and Canadians Spending Less
In this episode of The Canadian Investor, we dive into the resurgence of meme stocks led by the rise of GME. We discuss the mysterious return of Roaring Kitty (Keith Gill), whose recent posts have sparked excitement and speculation. We analyze the massive trading volumes of GME and what it might mean for the market and regulators. We also cover the latest Canadian job report, which showed a stronger-than-expected increase in employment, and discuss its potential impact on the Bank of Canada's upcoming decisions. We also cover the earnings from Goeasy Ltd, Stella-Jones, Canadian Tire, and Home Depot. Goeasy continues to thrive despite regulatory changes, Stella-Jones benefits from infrastructure demand, Canadian Tire faces mixed results, and Home Depot navigates a challenging market.   Tickers of stock discussed: GME, AMC, BB.TO, SJ.TO, CTC-A.TO, HD.TO Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca 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.
Dealing with Investing Biases and Will Open Banking Increase Competition?
13-05-2024
Dealing with Investing Biases and Will Open Banking Increase Competition?
In this episode, we examine the complex relationship between personal biases and investment decisions. We begin by contemplating the potential pitfalls of being overly familiar with and emotionally invested in certain companies. Inspired by Peter Lynch's insights from "One Up on Wall Street," we discuss the dual-edged sword of using personal experiences and observations to gauge a company's market potential. We then answer a listener question on the use of stop limits to protect portfolio investments during times of high market valuations. We provide a comprehensive overview of different sell limit orders, including stop limit and trailing stop limits, and share insights into their effectiveness and potential drawbacks in real-life scenarios. The episode finishes with Simon talking to Mahima Poddar, Senior Vice-President and Group Head of Personal Banking with EQ Bank. They discuss Canada’s Consumer-Driven Banking Framework that was announced in the Federal government 2024 budget and when Canadians could expect to benefit from open banking.  Canada’s Consumer-Drive Banking Framework Tickers of stock discussed: QSR.TO, ASML Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca 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.
Higher Profits for Loblaws and Slowing Growth for Air Canada
10-05-2024
Higher Profits for Loblaws and Slowing Growth for Air Canada
In this episode of The Canadian Investor Podcast, we tackle recent news and earnings. We start the episode by going over Brookfield Renewable Partners recent groundbreaking agreement with Microsoft to deliver over 10.5 gigawatts of renewable energy, crucial for powering Microsoft’s AI-driven cloud services.  We also cover a slew of earnings reports including the TMX Group’s solid results despite market challenges, Air Canada’s slowing growth, and Loblaw’s steady growth despite a challenging inflationary and political environment .  We finish the episode by looking at Allied Property REIT to better understand where office real estate is trending and look to see how Telus is doing compared to its peers.    Tickers of stock discussed: AP-UN.TO, X.TO, T.TO, BEP-UN.TO, MSFT, L.TO Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca 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.
More Trouble for TD and Apple’s Slowing Sales
09-05-2024
More Trouble for TD and Apple’s Slowing Sales
In this episode of The Canadian Investor Podcast, we tackle recent news and earnings. We start by looking at BCE’s most recent quarter and if BCE is on track to meet its guidance and continue increasing its dividend for years to come. Then we turn to TD Bank which is currently entangled in a U.S.-led anti-money laundering investigation linked to alleged illicit activities by Chinese drug traffickers. With potential fines looming and a significant underperformance compared to peers, TD faces a precarious future. RBI on the other hand reported solid sales growth driven primarily by Tim Hortons, despite mixed results across the rest of its brand portfolio. We finish the episode by going over Apple’s recent quarter in which it saw its sales drop more than 4% and talking about Starbucks which also saw a sales decline. Tickers of stock discussed: AAPL, QSR.TO, BCE.TO, TD.TO, SBUX Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca 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.
The investor who made 325x their money
06-05-2024
The investor who made 325x their money
In this episode of the Canadian Investor Podcast, Braden shares his observations from his recent travels across Europe, focusing on the evolving landscape of investment opportunities and the significant shift in credit card adoption in Spain compared to his last visit. He highlights the dramatic increase in credit card acceptance, noting the ease of transactions even with the smallest vendors. Simon dives into the mechanics of how Buy Now Pay Later (BNPL) companies generate revenue and discusses the intriguing findings from a recent New York Federal Reserve study. The study outlines how the adoption of BNPL services varies significantly between financially fragile and financially stable households, shedding light on consumer behavior and financial health. Wrapping up the episode, they explore the investment philosophy of renowned investor Norbert Lou. They also discuss the breaking news announcement by the US government to potentially reclassify marijuana from a Schedule 1 to a Schedule 3 drug, examining the potential ripple effects this major shift could have on Canadian cannabis stocks.  Tickers of stock discussed: WEED.TO, ACB.TO, V, MA, AFRM, PYPL, SQ NY Fed BNPL Study Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca 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.
Alphabet Impresses while Meta and Tesla Disappoint
02-05-2024
Alphabet Impresses while Meta and Tesla Disappoint
Simon and Dan start with a look at the GDP growth in Canada and the US and what it means for interest rates and investors going forward. They then go over recent earnings from Alphabet, Meta, Tesla, and Canadian Pacific. Alphabet's surprising dividend announcement and strong revenue growth across its various segments contrast with the challenges posed by current search engine dynamics. Meta's robust revenue growth faces the headwinds of future investment expectations, while Tesla navigates production costs and market demands amidst falling sales prices. Canadian Pacific reports a steady quarter. They finish by touching on 3M's strategic decisions, including a dividend "reset" following a major spinoff and legal settlements, providing a broader perspective on the implications for long-term dividend strategies. Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca 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.
Tax Changes, Bitcoin Halving, and Netflix's Metrics Shift
25-04-2024
Tax Changes, Bitcoin Halving, and Netflix's Metrics Shift
Join Dan and Simon as they dissect the recent changes to the capital gains inclusion tax revealed in the 2024 federal budget and the implications for Canadian investors and businesses. The duo explores the implications of the adjusted tax rate for investments, with a special focus on the impact for small business owners and self-employed professionals who hold substantial corporate assets.  They also delve into the latest Bitcoin halving, analyzing its potential effects on the Bitcoin network. The conversation then shifts to the decline of Goodfood following its pandemic peak and examines Netflix's decision to stop reporting certain subscriber metrics. Wrapping up the episode, Dan and Simon discuss American Express's latest earnings, highlighting how its business model differs from other payment processors like Visa and Mastercard. Q4 2023 Fed Household Debt Survey Stocks discussed in this episode: MA, FOOD.TO, AXP, V, NFLX Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca 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  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.
10 lessons over 10 years & Two stocks we like
08-04-2024
10 lessons over 10 years & Two stocks we like
In this episode, Braden dives into his investment journey over the past decade starting when he turned 18. He shares his transition from indexing to selecting individual stocks and reflects on the lessons learned, emphasizing the intellectual joy of managing a portfolio despite the challenges.He discusses what he’s learned over the past 10 years, including the importance of quality over quantity in portfolio decisions, the influence of entrepreneurship on his investment approach, and the evolving understanding of what constitutes a sustainable business moat. Simon and Braden also discuss two stocks on their radar. Simon goes over why streaming mining giant Franco-Nevada is on his radar while Braden goes over the small cap roll-up Terravest. Stocks discussed in this episode: FNV.TO, TVK Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca 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  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.