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 goi ..read more

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 Canad ..read more

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 twitt ..read more

In this episode, Braden dives into his investment journey over the past decade starting when he turned 18. He shares his transition from indexing to selecting individual stocks and reflects on the lessons learned, emphasizing the intellectual joy of managing a portfolio despite the challenges.He discusses what he’s learned over the past 10 years, including the importance of quality over quantity in portfolio decisions, the influence of entrepreneurship on his investment approach, and the evolving understanding of what constitutes a sustainable business moat. Simon and Braden also discuss two s ..read more

Join us on The Canadian Investor Podcast as we dive into the latest market trends and financial news.  This week, we cover the announcement that Nuvei is going private and the implications for shareholders. We also cover the sentence handed down to Sam Bankman-Fried (SBF) as a result of the fraud he committed while at the head of FTX, the former crypto exchange.  We also explore the recent merger of Trump Media and Technology Group with DWAC and why it could be the latest meme stock. We also cover the recent earnings results from BRP and a look back at Cineplex earnings and why it's ..read more

Join Simon and Braden this episode of the Canadian Investor Podcast. We start off the episode on a fun note looking at recent returns from different stocks and assets.  The rest of the episode is dedicated to the recent short report on Equinix by Hindenburg Research. Equinix is the largest data center REIT in the world and has benefited from the AI excitement that has been driving the stock market for the last 18 months. Simon and Braden share their strategies on how they approach such short reports, emphasizing the importance of not dismissing them outright but rather considering their m ..read more

In this episode, Dan and Simon dissect the US Federal Reserve's recent decision to keep rates unchanged. They then delve into Alimentation Couche-Tard's earnings and explain why the stock sold off after the earnings release. Dan and Simon then discuss the recent Reddit IPO and why investors should do their homework before deciding to invest in the latest social media IPO.  They also touch on Lightspeed's potential shift to private ownership, Canada Goose's layoffs aimed at operational efficiency, and discuss the recent earnings of fashion giants, Nike and Lulelmon. Check out our portfolio ..read more

In this special episode, join Simon alongside Mark McGrath, a certified financial planner from PWL, as they dive deep into the intricacies of financial planning and investment strategies. They begin by discussing the benefits of index investing as a cornerstone of sound financial planning including the pros and cons of home country bias. The conversation then pivots to debunking the myths surrounding dividend investing, providing a critical examination of the pursuit for high yields and the necessity for thorough research to avoid common traps. As the dialogue progresses, Simon and Mark explor ..read more

Simon and Dan dive into a concise exploration of the latest economic developments affecting investors in Canada and the US. The Bank of Canada stands pat with its policy rate at 5%, amidst mixed growth signals and persistent inflation, particularly in housing. We also dissect the surprising US CPI data for February 2024, which shows a slight uptick in inflation, influencing the Federal Reserve's interest rate strategy and its implications for the Canadian economy. Highlighting company earnings, we delve into Pollard Banknote's resilience in the face of economic challenges and explore strategic ..read more

In this episode of the Canadian Investor, Simon and Braden provide the best businesses in the world for every letter of the Alphabet Symbols of stocks discussed: AAPL, BRK-B, DE, META, HD, JNJ, LMT, MA, PEP, INTU, ROP, SPGI, TSM, UH, UNH, V, WMT, GOOG, ASML, ETSY, DIS, CNR.TO, RACE, GPC, JPM, KR, LULU, NKE, MCD, OXY, UBER, YUM, TXN, SBUX, SPG, QBR-B.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 E ..read more