The Canadian Investor

Braden Dennis & Simon Belanger
  • 5.0 (62)
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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. Will Couche-Tard’s $65B Bid for 7-Eleven Succeed?

    HACE 1 DÍA

    Will Couche-Tard’s $65B Bid for 7-Eleven Succeed?

    In this episode of The Canadian Investor Podcast, we begin with ASML’s Q3 earnings, breaking down their net sales growth, concerning 50% drop in bookings, and how China’s shifting demand could impact future performance. Next, we explore Couche-Tard’s increased bid to acquire Seven & i. We also cover Amex’s latest earnings with rising revenues and increased card fees. We contrast that with Goeasy’s debt offering and discuss TFI International’s struggles with a weakening economy.  Tickers of Stocks & ETF discussed: ASML, ATD.TO, 3382, AXP, GSY.TO, TFII.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 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.

    52 min

  2. HACE 4 DÍAS

    How Small Regular Investments Create Big Gains Over Time

    In this episode of The Canadian Investor Podcast, Simon breaks down the importance of consistency when building wealth over time. He explores how regularly adding new money to your investments can have as much of an impact as the returns an investor achieves. Additionally, Braden goes over quality investing and why focusing on great businesses with sustainable growth is essential. Learn how some of the best investors stay patient, avoid unnecessary turnover, and let compounding work its magic through market volatility.  Tickers of Stocks & ETF discussed: ASML, FICO, V, MOAT 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 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.

    55 min
  3. What Does TD's AML Settlement Mean for Investors?

    17 OCT

    What Does TD's AML Settlement Mean for Investors?

    In this episode of The Canadian Investor podcast, Simon and Dan dive into the September 2024 CPI numbers and what the slowing inflation means for the Bank of Canada’s rate policies.  Next, we explore the massive fallout from TD Bank’s Anti Money Laundering (AML) scandal—how it stifles their U.S. growth strategy, what the asset cap means moving forward, and the leadership shake-up at the top.  We also cover Aritzia's impressive earnings and U.S. expansion, along with BlackRock’s staggering $360 billion YTD inflows and the growing dominance of ETFs.  Tickers of Stocks & ETF discussed: BLK, TD.TO, ATZ.TO, WFC, BAC, JPM, C 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 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.

    54 min

  4. 14 OCT

    5 Reasons To Be Bullish on Stocks and Assets

    In this episode, Braden dives into the 2022 “COVID hangover" that continues to haunt high-growth software companies. Simon and Braden discuss why these stocks, despite massive revenue growth, have struggled since 2022. Braden discusses how some of these companies that are still hitting the rule of 40 might offer intriguing opportunities for investors today. Simon then makes the case for being bullish on stocks and other assets, despite the many reasons that might lead to a more bearish outlook. With global liquidity on the rise and central banks grappling with ballooning deficits, he questions whether these liquidity dynamics could provide a strong tailwind for asset prices moving forward. Could this set the stage for stocks, real estate, and alternative assets like Bitcoin and gold to perform well, even in a challenging macro environment? Finally, we finish this episode by talking about 3 stocks that are on our radar.   Tickers of Stocks & ETF discussed: FNV.TO, ONON, DECK 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 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.

    51 min
  5. Will Canadian ETF Inflows Hit an All-Time High in 2024?

    10 OCT

    Will Canadian ETF Inflows Hit an All-Time High in 2024?

    In this episode of The Canadian Investor podcast,  we examine whether 2024 is on track to break the record for Canadian ETF inflows. We discuss the trends driving September's strong inflows and the potential for a new all-time high by year-end.  In addition, we cover rising 5 and 10-year Canadian government bond yields and their implications for fixed income investors, the broader economy and on fixed-rate mortgages. We also dive into the dramatic fallout from Payfare losing its largest client, DoorDash, and how that could reshape the company's future. Rounding out the episode are discussions on Couche-Tard’s bid for 7&i and Canadian Natural Resources' major acquisition. September 2024 Canadian ETF Fund Flows Tickers of Stocks & ETF discussed: CNQ.TO, PAY.TO, ATD.TO, VFV.TO, CASH.TO, ZMMK.TO, CBIL.TO, XEQT.TO, VEQT.TO, ZGLD.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 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.

    57 min

  6. 7 OCT

    The Case for Only Investing in Canadian Dividend-Paying Stocks

    In this episode, we tackle a listener question from Bob in Ottawa about building a strategy around Canadian dividend-paying companies. We breakdown some of the advantages and disadvantages of having a strategy solely focused on investing in Canadian Dividend paying stocks. Braden also goes over insights from the late great Charlie Munger on the ultimate no-brainer investments. Braden elaborates on the subject by looking at companies that may have some untapped pricing power. Tickers of Stocks & ETF discussed: RACE, COST, ABNB, UBER 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 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.

    43 min
  7. Visa's Antitrust Showdown & Lightspeed Looking for Buyers

    3 OCT

    Visa's Antitrust Showdown & Lightspeed Looking for Buyers

    In this episode of The Canadian Investor Podcast, we dive into the U.S. Department of Justice’s antitrust lawsuit against Visa, alleging monopolistic practices in the debit network markets. We discuss how Visa’s dominance could be at risk and the potential outcomes for competition in the payments space.  Next, we explore the latest rumors surrounding Lightspeed Commerce, as the company hires JP Morgan to seek potential buyers, driving speculation about its future.  We also cover the ongoing dockworker strikes affecting ports across the U.S. and Canada, with massive economic impacts. Finally, we break down Costco’s latest earnings, analyzing its continued growth despite softening discretionary spending, and take a look at the performance of Bitcoin ETFs year-to-date.    Tickers of Stocks & ETF discussed: V, LSPD.TO, COST, TDOC, IBIT 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 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.

    51 min

  8. 30 SEPT

    The Business of OnlyFans & the Contrarian Case for Chinese Stocks

    In this episode, Braden dives into the company behind OnlyFans. Despite being a controversial name, OnlyFans is an economic powerhouse, boasting $1.3 billion in revenue and an impressive 37% net margin. We break down its unique subscription-based business model and the staggering amount of dividends paid last year. Then, we shift gears to explore the case for investing in Chinese stocks. Despite a volatile regulatory environment, Simon discusses why bearish sentiment and low valuations could present a contrarian opportunity for savvy investors. Tickers of Stocks & ETF discussed: KWEB, BABA, AAPL, TSLA, MSFT, NVDA, META, GOOG, AMZN 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 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.

    46 min
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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.

Información

  • Creador
    Braden Dennis & Simon Belanger
  • Años de actividad
    2020 - 2024
  • Episodios
    428
  • Clasificación
    Apto
  • Copyright
    © 2024 Braden Dennis & Simon Belanger
  • Mostrar sitio web
    The Canadian Investor

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