The Canadian Investor

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 companies potentially repurchasing up to $1 trillion worth of shares by 2025, we consider how this practice might artificially boost stock prices and the potential repercussions if buybacks decrease. We finish this episode by discussing stocks that we added to our watchlist. Tickers of Stocks & ETF discussed: CMG.TO Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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, contrasting Empire's cautious outlook with Loblaw's robust growth, and discuss strategic moves in the retail sector. Additionally, we go over the recent earnings release of two of the major Canadian cannabis producers in Canopy and Aurora. We finish the episode by talking about Winnebago’s decline in sales and what it means for the RV industry. Tickers of Stocks & ETF discussed: ACB.TO, WEED.TO, EMP-A.TO, WGO Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 activist investor Starboard Value.  Tickers of Stocks & ETF discussed: XIC.TO, CIAI.TO, VFV.TO, DMEU.TO, ZAG.TO, XIU.TO, CSAV.TO, HULC.TO, XSP.TO, HXT.TO Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 significant impact on the S&P 500, Adobe's impressive earnings report, and Dollarama's resilient performance amidst economic challenges. We also cover National Bank's ambitious bid to acquire Canadian Western Bank and its implications for the Canadian banking sector.  The episode finishes with Simon going over the recent downgrade of Allied Property REIT's debt and what it means for the office REIT going forward.   Ticker of stocks: ADBE, DOL.TO, AP-UN.TO, NA.TO, CWB.TO, NVDA Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 reacting to market fluctuations. We finish the episode by answering a listener question from jointci about what valuation ratios we use when valuing stocks. Ticker of stocks: CEU.TO, EDV.TO, CLS.TO, HBM.TO, TVK.TO, BBD-B.TO, ARTG.V, BDT.TO, IMG.TO, HRX.TO, SFTC.TO, SII.TO, NVEI.TO, ATZ.TO, DOL.TO Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 Tree and discuss why it is not performing as well as Dollarama in Canada. Finally, we round out the episode by discussing the earnings from Saputo. Ticker of stocks: SAP.TO, LULU, DOL.TO, DLTR, DOO.TO Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 and Bitcoin, and its limitations. Ticker of stocks: MSFT Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 - Age of Disability Study Stats Canada - Canadian population by age Ticker of stocks & ETF discussed: SIS.TO, LYV, ZIN.TO, EXI, VDC, STPL.TO, ST.TO, HXE.TO, ZEO.TO, VDE, XMA.TO, VAW, ZUT.TO, VPU, VRE.TO, USRT Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 Justice's antitrust lawsuit against Live Nation.  Finally, we review Target's latest earnings, highlighting consumer spending trends and the retailer's response to a challenging economic environment. Join us for an insightful discussion on these key market movers and industry shifts.   Ticker of stocks/ETF discussed: LYV, LULU, NVDA, TGT, GIL.TO Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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. Drawing inspiration from John Templeton's timeless wisdom on diversification, we'll provide you with Canadian and US listed ETF ideas for each of these sectors. Additionally, we'll delve into Warren Buffett's insights on achieving impressive returns with a smaller investment pool and share five intriguing Canadian small-cap stocks that have recently caught our eye.   Ticker of stocks/ETF discussed: MDA, PSI, BDT, CVO, KITS, VGT, TEC, ZNQ, IYF, ZEB, VCR, XCD, VOX, COMM, IXJ, ZUH Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 as we unpack these developments and their potential effects on investors and the broader economic environment. Ticker of stocks discussed: GOOS.TO, WMT, LSPD.TO Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 banks' actions under scrutiny, especially during crises like the COVID-19 pandemic, we discuss the evolution of money supplies, the enduring value propositions of gold and bitcoin, and the strategic diversification of assets to safeguard against potential financial instability.  Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 upcoming decisions. We also cover the earnings from Goeasy Ltd, Stella-Jones, Canadian Tire, and Home Depot. Goeasy continues to thrive despite regulatory changes, Stella-Jones benefits from infrastructure demand, Canadian Tire faces mixed results, and Home Depot navigates a challenging market.   Tickers of stock discussed: GME, AMC, BB.TO, SJ.TO, CTC-A.TO, HD.TO Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 listener question on the use of stop limits to protect portfolio investments during times of high market valuations. We provide a comprehensive overview of different sell limit orders, including stop limit and trailing stop limits, and share insights into their effectiveness and potential drawbacks in real-life scenarios. The episode finishes with Simon talking to Mahima Poddar, Senior Vice-President and Group Head of Personal Banking with EQ Bank. They discuss Canada’s Consumer-Driven Banking Framework that was announced in the Federal government 2024 budget and when Canadians could expect to benefit from open banking.  Canada’s Consumer-Drive Banking Framework Tickers of stock discussed: QSR.TO, ASML Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 slowing growth, and Loblaw’s steady growth despite a challenging inflationary and political environment .  We finish the episode by looking at Allied Property REIT to better understand where office real estate is trending and look to see how Telus is doing compared to its peers.    Tickers of stock discussed: AP-UN.TO, X.TO, T.TO, BEP-UN.TO, MSFT, L.TO Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 and a significant underperformance compared to peers, TD faces a precarious future. RBI on the other hand reported solid sales growth driven primarily by Tim Hortons, despite mixed results across the rest of its brand portfolio. We finish the episode by going over Apple’s recent quarter in which it saw its sales drop more than 4% and talking about Starbucks which also saw a sales decline. Tickers of stock discussed: AAPL, QSR.TO, BCE.TO, TD.TO, SBUX Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 Buy Now Pay Later (BNPL) companies generate revenue and discusses the intriguing findings from a recent New York Federal Reserve study. The study outlines how the adoption of BNPL services varies significantly between financially fragile and financially stable households, shedding light on consumer behavior and financial health. Wrapping up the episode, they explore the investment philosophy of renowned investor Norbert Lou. They also discuss the breaking news announcement by the US government to potentially reclassify marijuana from a Schedule 1 to a Schedule 3 drug, examining the potential ripple effects this major shift could have on Canadian cannabis stocks.  Tickers of stock discussed: WEED.TO, ACB.TO, V, MA, AFRM, PYPL, SQ NY Fed BNPL Study Check out our portfolio by going to Jointci.com Our WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’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.

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 WebsiteCanadian Investor Podcast Network Twitter: @cdn_investingSimon’s twitter: @Fiat_IcebergBraden’s twitter: @BradoCapitalDan’s Twitter: @stocktrades_ca Listen to Part 2 of the episode: Apple Podcast Spotify Web player 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.