The Canadian Investor Braden Dennis & Simon Belanger

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 Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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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


Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Listen to Part 2 of the episode:

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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 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 Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’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.

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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 diversification and minimizing risk across different asset classes.

Stocks discussed in this episode: BCE.TO, ABNB, UBER, DASH, CVNA, NFLX, 

Check out our portfolio by going to Jointci.com


Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’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.

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 earnings of MTY Food Group and JP Morgan.

Stocks discussed in this episode: MTY.TO, JPM, TSLA, NYCB

Check out our portfolio by going to Jointci.com


Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’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.

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.V

Check out our portfolio by going to Jointci.com


Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’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.