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.
Episodes
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 ...
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 ...
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 migh...
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.
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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
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 di...
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 Fo...
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 ...
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. La...
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 oversupp...
For our 500th episode, Braden is back on the mic as we reflect on the last 5+ years of doing the podcast. We kick things off with the story behind the rebrand from FinChat to Fiscal.ai, why the name change was necessary, and what’s coming next as the platform evolves. Then, we each bring a company that’s firmly on our radar. One is riding a wave of long-term infrastructure spending, while the other quietly powers a huge...
In this episode, we give 10 Canadian companies we believe are well-positioned to thrive over the next decade.
Tickers of stocks discussed: CSU.TO, L.TO, CP.TO, WSP.TO, IFC.TO, BN.TO, WCN.TO, DOL.TO, ATZ.TO, FNV.TO, SHOP.TO, WPM.TO, TFII.TO, CNQ.TO, TOU.TO, RY.TO, TIH.TO
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In this episode, we break down Empire Company’s recent rebound and how its discount store strategy and capex transformation are paying off after years of underperformance. We also answer a listener question about RESPs and walk through Simon’s actual RESP portfolio for his daughter—including why there’s a large Bitcoin allocation and how he’s thinking about long-term growth.Dan tackles a listener quest...
In this episode, we dive deep into MicroStrategy—the largest corporate holder of Bitcoin—and explore how Michael Saylor transformed a declining software business into a leveraged Bitcoin vehicle. We look at the company’s aggressive BTC acquisition strategy, its use of convertible debt, and the growing risks tied to its outsized Bitcoin exposure. Then, we shift to Canada and break down the Telus International fiasc...
In this episode, we dig into a mix of Canadian and U.S. company earnings across several sectors. We kick things off with WSP Global, which posted solid results driven by strong demand in infrastructure and power. We then look at JM Smucker, which dropped 16% after earnings, driven by weak guidance and struggles with its recent Hostess acquisition. Next, we check in on Roots, which is trying to reinvent itself as a premium Canadian ...
In this episode, we break down Canada’s two freight rail titans—CN Rail and CP Rail—and compare them across operations, financials, capital allocation, and strategy. We look at how CNR’s east-west network stacks up against CP’s newly integrated Canada–US–Mexico line following the Kansas City Southern acquisition. We also compare each company’s and discuss the bullish and bearish case ...
In this episode, Simon and Dan break down the latest earnings from four major consumer-facing companies. Dollarama and Costco delivered another strong quarter while Lululemon’s stock took a big hit following revised guidance. BRP surprised to the upside despite a tough year-over-year comparison, with snowmobiles carrying the quarter and dealers slowly working through inventory.
Tickers of stocks discussed: DOO.TO, LULU,...
In this episode of the Canadian Investor Podcast, we breakdown Questrade’s new securities lending program and what it means for retail investors. Next, Dan takes aim at the sell-side analyst world, explaining why most price targets and stock ratings should be taken with a big grain of salt, including the built-in conflicts of interest and poor historical track record. Lastly, we take a closer look at Secure Waste Infrastructu...
In this episode, Simon and Dan dig into earnings of 4 of Canada’s largest banks. Despite some strong showings in some of the segments, banks are setting aside more for provisions for credit losses. Simon and Dan break down how tariffs, macro uncertainty, and shifting consumer dynamics are impacting each bank’s performance and outlook.
Tickers of stocks discussed: TD.TO, BNS.TO, RY.TO, CM.TO
In this episode, we break down some of the most common investing phrases that sound wise on the surface but are often misunderstood or misapplied. Simon and Dan take a closer look at each saying—highlighting how it can offer valuable insight, but also the pitfalls that come with taking it at face value.
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