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PODCAST

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 investingpodcastfor Canadians.

business investing

All Episodes

47:45

Stocks to Watch for the 2nd half of 2024

The Canadian Investor ·

2024/07/22

In this episode of the Canadian Investor Podcast, we dive into the intriguing story of the stock market in 2024, highlighting the performance disparity between US mega caps and the broader market. We explore how different weightings of the same companies can lead to varied outcomes and parlay this discussion into a mini-segment of stocks on our watchlist, presented by EQ Bank. From luxury European giants like LVMH and Christian Dior to innovative tech firms like Fortinet and Adyen, we cover a range

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53:00

Inflation Stays Below 3% and Aritzia Rebounds

The Canadian Investor ·

2024/07/18

In this episode of The Canadian Investor, we analyze the Canadian Consumer Price Index (CPI) for June 2024, which saw a headline CPI drop to 2.7% year-over-year, with notable changes in food, shelter, services, and energy prices. We also discuss the acquisition of Heroux Devtek by a private equity firm for $1.35 billion, reflecting a 28% premium. Next, we review MTY Food Group's earnings, which revealed slight declines in revenue and system sales, alongside efforts to reduce debt and interest

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42:45

The Most Bought Stocks by Canadian Investors

The Canadian Investor ·

2024/07/15

In this episode of the Canadian Investor Podcast, we dive into the latest trends and insights shaping the market. First, have a look at the TD Direct Investing Index which shows that investor sentiment is slightly bearish despite markets hitting all time highs. We look at the stocks that have been the most bought and sold by TD’s self-directed investors with some surprise names on the list. Switching gears, we share the results of a Twitter poll on the best personal finance hacks. We then talk about

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50:35

Beer Sales Up and Bitcoin Takes a Dive

The Canadian Investor ·

2024/07/11

In this episode of The Canadian Investor Podcast, we compare the earnings of Molson-Coors and Constellation Brands. We look at how their earnings have been trending and what type of beverages have been driving sales. Shifting gears, we address the recent layoffs at OpenText, a mid-cap Canadian software company. Despite laying off 1,200 workers, OpenText is adding 800 positions to bolster its cloud, security, and AI segments. Lastly, we discuss the recent sharp decline in Bitcoin prices. We

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60:28

Are we in an AI bubble?

The Canadian Investor ·

2024/07/08

In this episode of the Canadian Investor Podcast, we tackle a few listeners' questions including one about analyzing 10-K and annual reports. We break down the key sections that we focus on when reviewing annual reports. We then discuss a recent tweet from Chris Bloomstran about the rich valuation of AI mega cap stocks and how the current market concentration poses risks for the overall market. We finish the episode by talking about high yielding dividend stocks and how it might not be the most

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57:52

The Best Ways to Convert CAD to USD and Investing at...

The Canadian Investor ·

2024/07/04

In this episode of the Canadian Investor Podcast, we go over General Mills' Q4 results. Despite being a consumer staple company with brands like Cheerios, Betty Crocker, and Häagen-Dazs, the company is facing some challenges due to consumers opting for cheaper alternatives. Next, we turn our attention to Alimentation Couche-Tard. Reporting its second consecutive quarter of soft earnings, Couche-Tard saw revenue beat expectations but profits were below what bay street was expecting. We'll explore the

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50:49

Are Buybacks Distorting Stock Prices?

The Canadian Investor ·

2024/07/01

In this special Canada Day episode of The Canadian Investor Podcast, we dive into the dangers of speaking in absolutes when it comes to investing. From misconceptions about invincible companies like Visa, Mastercard, and Nvidia, to the importance of framing investment theses around probabilities rather than certainties, we discuss how rigid thinking can blindside investors to potential risks. We also explore the concept of blackout periods for stock buybacks and their impact on market demand. With

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49:25

CPI Accelerates and More Losses for Cannabis Stocks

The Canadian Investor ·

2024/06/27

On this episode of the Canadian Investor Podcast we break down the latest Consumer Price Index (CPI) data and its ramifications for the Bank of Canada's (BOC) upcoming monetary policy decisions. With the annual inflation rate now at 2.9% and core inflation seeing its first rise in months, we examine the challenges the BOC faces in balancing rate adjustments against a backdrop of a weak economy and high consumer debt. We'll also explore the varying performance of major Canadian grocery chains,

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50:18

Top 5 Canadian ETF by Inflows and Dealing with...

The Canadian Investor ·

2024/06/24

In this episode, we dive into the latest ETF flow data for May 2024. We explore the strong net inflows in Canada, the notable trends in equities and the significant outflows of Canadian listed spot Bitcoin ETFs.We also tackle the issue of dealing with questionable management. Using Autodesk as a case study, we discuss the challenges faced by shareholders when facing questionable management decisions. We review the company's transition to SaaS, its recent controversies, and the involvement of

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60:31

Will Regulators Approve National Bank’s CWB Acquisition?

The Canadian Investor ·

2024/06/20

In this episode of the Canadian Investor Podcast, we go over the US May CPI data and the US Federal Reserve's rate hike announcement. We break down the latest CPI figures, highlighting the trends in energy, services, and food prices, and discuss what these mean for the inflation outlook. Following this, we delve into the Federal Reserve's decision to keep rates unchanged, examining the nuances of their quantitative tightening and economic activity assessments. Additionally, we discuss Nvidia's

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51:35

Top 10 Performing TSX Stocks This Year

The Canadian Investor ·

2024/06/17

In this episode of The Canadian Investor Podcast, we start by talking about the best performing stocks on the TSX and look at some common themes.We also explore why trying to beat the S&P 500 might not be the best strategy for every investor. We also discuss some comments from Bruce Flatt, CEO of Brookfield, that adopting a long-term perspective is crucial. Businesses should be valued over decades, not in the short term. This mindset helps investors stay focused on their goals rather than

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54:14

The Long Awaited BoC Rate Cut is Here. Now What?

The Canadian Investor ·

2024/06/13

In this episode of The Canadian Investor Podcast, we start the episode by going over the recent Bank of Canada rate cut, our key takeaways from the press conference and what it means for Canada going forward.We then shift our focus to the earnings of Lululemon which had a quarter that had both some good and some bad and what it means for future growth. We talk about BRP’s massive drop in revenues and what it means for the company in the near to medium term. We also cover the earnings from Dollar

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43:49

How Many Stocks is Too Many?

The Canadian Investor ·

2024/06/10

In this episode of The Canadian Investor Podcast, we tackle a common challenge faced by many investors: how to effectively reduce the number of holdings in your portfolio if your portfolio has too many individual stock holdings.Additionally, we dive into the fascinating growth story of LinkedIn, from its early days to its acquisition by Microsoft, and its evolution into a critical tool for professionals worldwide. Finally, we explore the stock-to-flow ratio, its relevance to commodities like gold

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65:03

Mixed Results for Canada’s Big Banks

The Canadian Investor ·

2024/06/06

In this episode of The Canadian Investor Podcast, we go over the recent earnings of 4 of Canada’s big 6 banks. The results from the big banks have been uneven with some performing better than others. We talk about CIBC, ScotiaBank, TD Bank and Bank of Montreal. We also take touch on the news that Park Lawn Corporation will be taken private and more troubles for the owner of Ticketmaster, Live Nation Ticker of stocks: BMO.TO, PLC.TO, BNS.TO, TD.TO, CM.TO Check out our portfolio by going to

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54:09

Two Stocks We Added to Our Watchlist

The Canadian Investor ·

2024/06/03

In this episode of The Canadian Investor Podcast, we finish the list of sector-specific ETFs with 14 more ETFs for exposure in industrials, consumer staples, energy, materials, utilities and real estate. We then talk about two stocks that are on our watchlist. Braden goes over why Live Nation is currently on his watchlist amidst the lawsuit brought by the US Department of Justice. Simon then goes over why Savaria Corporation, a small cap Canadian company is currently on his watchlist Stats Canada -

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50:36

Nvidia is Unstoppable and Trouble at Lululemon

The Canadian Investor ·

2024/05/30

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

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46:12

5 Small Canadian Stocks & 10 Sector-Specific ETFs

The Canadian Investor ·

2024/05/27

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

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53:16

Will Slowing Inflation Lead to Interest Rate Cuts?

The Canadian Investor ·

2024/05/23

In this episode of the Canadian Investor Podcast, we delve into the latest inflation data from Canada and the U.S and what it means for investors.Additionally, we provide a detailed look at the earnings outcomes for major companies including Lightspeed Commerce, Canada Goose, and Walmart, and discuss the implications of these reports on market expectations and consumer behavior. We also touch on Shopify's financial performance and the evolving odds of the SEC approving a spot Ethereum ETF. Join us

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42:07

Why Gold and Bitcoin Provide Money Printing Insurance

The Canadian Investor ·

2024/05/20

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

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54:12

The Return of Meme Stocks and Canadians Spending Less

The Canadian Investor ·

2024/05/16

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

en-US

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