The Canadian Investor

Braden Dennis & Simon Belanger
  • ٠٫٠ (٠)
  • استثمار
  • مرتان في الأسبوع
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.

  1. قبل يومين

    An Intriguing Canadian Small Cap Stock and The Power of Simple Investing Ideas

    In this episode, Simon takes a different approach by using a stock screener to uncover a Canadian small-cap company he had never heard of—Calian Group (CGY). He breaks down the company’s diverse business lines, financials, and key questions he’s looking to answer about its long-term potential. The episode then shifts to the timeless investing lesson of simplicity vs. complexity. Braden discusses why experienced investors often come full circle—starting with simple ideas, getting lost in complexity, and eventually realizing that the best long-term winners are the ones they truly understand. He shares personal examples, including his "stop being an idiot" moment that led him to quadruple down on Constellation Software (CSU), his best investment to date. Tickets of stocks/ETFs discussed: CGY.TO, CSU.TO, ROP, OTEX.TO, ENGH.TO 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  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management 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.

    ١ من الساعات
  2. Mixed Results from Two Iconic Canadian Brands

    قبل ٦ أيام

    Mixed Results from Two Iconic Canadian Brands

    In this episode, we talk about the latest Canadian CPI print that came in at 1.9%. We break down the key components and discuss where CPI could potentially head in the coming months. Meanwhile, U.S. inflation came in hotter than expected at 3%, raising big questions about the Fed’s next move. On the earnings front, Goeasy continues to post strong growth but with some increased risks as a slowing economy could be problematic for the Canadian subprime lender. We then discuss Canadian Tire’s latest result which might be an indication that things are turning around for the iconic Canadian brand. We finish the episode by talking about Telus outperforming its telecom peers despite industry-wide struggles. Tickets of stocks/ETFs discussed: GSY.TO, CTC-A.TO, T.TO. 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  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management 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.

    ٤٤ من الدقائق

  3. ١٨ شعبان

    3 Stocks at Risk from Trump’s New Aluminum & Steel Tariffs

    In this episode, Braden shares his first impressions of the cruise industry, how Royal Caribbean built a dominant brand, and whether it’s worth a deeper investment look. We then break down the latest tariff announcements from Trump and their impact on Canadian aluminum and steel exports, including key players like Alcoa, Rio Tinto, and Algoma Steel. Next, we discuss Uber’s record-breaking earnings, its role in the future of autonomous vehicles, and whether it can remain the dominant ride-sharing platform. Finally, we dive into Lightspeed’s questionable capital allocation decisions and what investors should watch for going forward. Tickets of stocks/ETFs discussed: LSPD.TO, UBER, RCL 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  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management 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.

    ٥٧ من الدقائق
  4. Should You Invest for Dividend Income or Maximize Total Returns?

    ١٤ شعبان

    Should You Invest for Dividend Income or Maximize Total Returns?

    Following Dan’s debate with Kanwal from Simply Investing, Simon and Dan dive into one of the biggest debates in investing—dividend income vs. total return. They break down the pros and cons of each strategy, discussing capital retention, income predictability, sequence of return risk, and sector concentration. Is relying solely on dividends a sustainable retirement strategy, or does a diversified total return approach offer better long-term outcomes? They also share their own experiences, including how Simon structured his parents' portfolio.  Tickets of stocks/ETFs discussed: NOBL, XIC.TO, CDZ.TO 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  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management 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.

    ٥٦ من الدقائق

  5. ١١ شعبان

    Real Estate Trends for 2025 and 12 REITs to Watch

    In this episode, Dan Foch from the Canadian Real Estate Investor Podcast joins Simon. The duo takes a deep dive into how Canadian real estate and REITs performed in 2024 and what could shape the market in 2025. They explore why REITs and utilities underperformed compared to stock indices despite expectations of lower interest rates, the challenges posed by tight cap rate spreads, and how different real estate sectors are adapting. They also discuss key trends in residential, retail, office, industrial, healthcare, and data center real estate—highlighting risks, opportunities, and what investors should watch for in the year ahead. They also provide potential REIT ideas for exposure in specific types of real estate. Tickers of Stocks/ETFs discussed: AP-UN.TO, HR-UN.TO, GRT-UN.TO, DIR-UN.TO, SRU-UN.TO, REI-UN.TO, CSH-UN.TO, SIA.TO, NHW-UN.TO, EQIX, DLR, AMT 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  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management 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.

    ١ س ١ د

  6. ٧ شعبان

    The Real Cost of Tariffs and What Comes Next for Canada

    In this episode, we break down what happened over the last week with the threat of Tariffs on Canada and Mexico. From the initial 25% tariffs on Canada and Mexico to the last-minute deals that temporarily paused them.  We explain how tariffs actually work, who really pays for them, and why Canada is particularly vulnerable in this trade battle. We also explore the broader implications, from potential job losses and a weakening CAD to how this could impact future trade deals, including USMCA.  Plus, we dive into Canada’s need for stronger entrepreneurship and touch on major market moves like NVDA’s $600B one-day crash and China’s growing AI dominance. Tickers of Stocks/ETFs discussed: NVDA, AMD 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  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management 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.

    ٥٩ من الدقائق
  7. BoC Cuts Rates Amid Tariff Uncertainty and Big Tech Reacts to DeepSeek

    ٤ شعبان

    BoC Cuts Rates Amid Tariff Uncertainty and Big Tech Reacts to DeepSeek

    In this episode, we discuss the recent cut of 25bps by the Bank of Canada, bringing the overnight rate to 3%. We break down the key takeaways from Tiff Macklem’s press conference, the uncertainty surrounding tariffs, and why QE could be back on the table if government spending ramps up. We also break down big tech earnings from Meta, Microsoft, and Apple, analyzing what’s driving their growth and how their AI investment strategies are evolving now that they’ve had nearly two weeks to assess DeepSeek’s newly released LLM. Finally, we discuss the latest results from CP and CN Rail, why Dan sold his CN shares for CP, and what the numbers reveal about the broader economy. Tickers of Stocks/ETFs discussed: CNR.TO, CP.TO, MSFT, AAPL, META 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  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management 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.

    ١ س ٢ د
  8. Nvidia Loses a Record Breaking $600 Billion in Market Cap

    ٣٠ رجب

    Nvidia Loses a Record Breaking $600 Billion in Market Cap

    DeepSeek’s latest AI model sent shockwaves through the market, triggering the largest single-day market cap decline in history. Simon and Dan break down what makes DeepSeek-R1 different, why its cost efficiency could challenge Nvidia’s dominance, and how this news could reshape the AI landscape. They also discuss the implications for Big Tech’s massive AI investments, the impact on power-generating companies, and whether Nvidia’s drop was an overreaction.  Plus, earnings updates from American Express and Goodfood provide insight into consumer spending trends. Tickers of Stocks/ETFs discussed: NVDA, AXP, FOOD.TO 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  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management 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.

    ٤٩ من الدقائق
مشاهدة الكل (٤٦٢)

المضيفون والضيوف

حول

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.

المعلومات

  • صناع العمل
    Braden Dennis & Simon Belanger
  • سنوات النشاط
    ١٤٤٢ هـ - ١٤٤٦ هـ
  • الحلقات
    ٤٦٢
  • التقييم
    ملائم
  • حقوق النشر
    © 2025 Braden Dennis & Simon Belanger
  • موقع البرنامج على الويب
    The Canadian Investor

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