The Canadian Investor

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 liste...

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 sl...

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 ...

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...

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 headwi...

In this special episode, Dan Foch from the Canadian Real Estate Investor Podcast joins Simon to give the pros and cons between investing in the stock markets and investing in real estate.

You can access part 2 of the episode on the Canadian Real Estate Investor Podcast by using the links below.

Check out our portfolio by going to Jointci.com

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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 ...

In this episode, Simon and Braden explore Canada's job market post-Covid, examining how public, private, and self-employed sectors have diverged in their recovery trajectories.

In the next segment, they discuss BCE's recent earnings and guidance. They look at BCE’s dividend and why it may not be sustainable for the long term.

Simon and Braden finish the episode by discussing allocation and how it can be a great tool for diversifi...

In this episode, Simon and Dan start by discussing the recent CPI data from both Canada and the US and explain why the Bank of Canada will have a tough decision to make at its next June meeting.

They then discuss the announcement that Tesla will be laying off at least 10% of its global workforce and why New York Community Bank might still be in trouble despite getting a 1B cash infusion a month ago.

Simon and Dan also discuss the...

In this installment of the Canadian Investor Podcast, Simon reflects on the valuable insights he's gathered over two decades of investing. Additionally, Simon and Braden explore the significant impact of Constellation Software's spinoffs on the TSX Venture Exchange and discuss Reddit's advantages from recent updates to Google’s search engine optimization strategies.

Stocks discussed in this episode: GOOG, RDDT, CSU.TO, TOI.V, LMN....

In this episode of the Canadian Investor Podcast, Simon and Dan start by comparing the latest jobs report in Canada and the US and what it means for the Bank of Canada going forward when it comes to interest rates.

They discuss Indigo's transition to a private entity under Trilogy Investment and what it means for existing shareholders. Dan breaks down the short report by Spruce Point Management's on WSP Global.

Simon and Dan also...

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 influenc...

Join us on The Canadian Investor Podcast as we dive into the latest market trends and financial news. 

This week, we cover the announcement that Nuvei is going private and the implications for shareholders. We also cover the sentence handed down to Sam Bankman-Fried (SBF) as a result of the fraud he committed while at the head of FTX, the former crypto exchange. 

We also explore the recent merger of Trump Media and Technology Gro...

Join Simon and Braden this episode of the Canadian Investor Podcast. We start off the episode on a fun note looking at recent returns from different stocks and assets. 

The rest of the episode is dedicated to the recent short report on Equinix by Hindenburg Research. Equinix is the largest data center REIT in the world and has benefited from the AI excitement that has been driving the stock market for the last 18 months. Simon and...

In this episode, Dan and Simon dissect the US Federal Reserve's recent decision to keep rates unchanged. They then delve into Alimentation Couche-Tard's earnings and explain why the stock sold off after the earnings release.

Dan and Simon then discuss the recent Reddit IPO and why investors should do their homework before deciding to invest in the latest social media IPO.  They also touch on Lightspeed's potential shift to private...

In this insightful episode of the Canadian Investor Podcast, your hosts, Simon and Braden, delve deep into the intriguing role of luck in the stock market and its potential effects on your investment outcomes. The duo explores the critical question of how much luck versus skill contributes to selecting winning stocks. 

Further, they shed light on the often misleading nature of historical returns, particularly focusing on the total...

Dive into an expanded episode of the Canadian Investor Podcast, where Dan and Simon dissect the recent Canadian CPI data for February 2024 and why it could make the Bank of Canada’s rate decisions ever more difficult.

They also explore the unexpected partnership discussions between Apple and Google which could have big impacts on the apple ecosystem. They then discuss CBC Marketplace's investigation into the Big 5 Canadian Banks s...

In this special episode, join Simon alongside Mark McGrath, a certified financial planner from PWL, as they dive deep into the intricacies of financial planning and investment strategies. They begin by discussing the benefits of index investing as a cornerstone of sound financial planning including the pros and cons of home country bias. The conversation then pivots to debunking the myths surrounding dividend investing, providing a...

Simon and Dan dive into a concise exploration of the latest economic developments affecting investors in Canada and the US. The Bank of Canada stands pat with its policy rate at 5%, amidst mixed growth signals and persistent inflation, particularly in housing. We also dissect the surprising US CPI data for February 2024, which shows a slight uptick in inflation, influencing the Federal Reserve's interest rate strategy and its impli...