The Canadian Investor
Episodes
10 Reasons to Keep Investing & Reserve Currencies
12 Jun 2023
Contributed by Lukas
In this episode, we look at some recent statistics showing that Canadians have high levels of debt. Braden goes over 10 reasons why the world is not a...
7 Stocks Moving The Market & Apple's First Major Product Since 2014
08 Jun 2023
Contributed by Lukas
In this episode, Simon and Braden discuss Apple’s event and the launch of new products including the Apple Vision Pro. We also look at what has prov...
2 Unloved Stocks With Big Dividends
05 Jun 2023
Contributed by Lukas
In this episode, Simon does a dive into Sleep Country Canada while Braden does one on British American Tobacco. They look at the financials and the bu...
Nvidia’s Blowout Quarter and Canadian Banks
01 Jun 2023
Contributed by Lukas
In this episode, we talk about the amazing quarter from Nvidia and what it means for AI related stocks going forward. We then look at Canadian bank ea...
3 Ways to Add Gold to Your Portfolio
29 May 2023
Contributed by Lukas
In this episode, Simon goes over 3 different ways that investors can get exposure to gold in their investment portfolio and the pros and cons for each...
Higher Rates are Starting to Hit Home Improvement Stocks
25 May 2023
Contributed by Lukas
In this episode, we discuss the looming debt ceiling limit in the US and what it means for investors. We discuss how venture capital has been flowing ...
20 Stocks Held by Money Managers and a Digital Loonie
22 May 2023
Contributed by Lukas
In this episode, Simon goes over the public consultation survey that was recently put out by the Bank of Canada about a new Canadian Central Bank Digi...
The 20 Largest Stocks are Pushing the S&P 500 higher
18 May 2023
Contributed by Lukas
In this episode we go over the recent US and Canada CPI data and what it means for inflation going forward. We also look at what has been driving S&am...
10 Lessons from Seeing Warren Buffett in Person
15 May 2023
Contributed by Lukas
In this episode, Braden breaks down his takeaways from attending the Berkshire Hathaway annual meeting. If you’ve never been to the annual Berkshire...
Airline Metrics and Apple Closing in on 3 Trillion
11 May 2023
Contributed by Lukas
In this episode, we break down the recent earnings of shopify and why the stock was up big. We discuss the Federal reserve’s most recent move and di...
How to Make your Mortgage Interest Payments Tax Deductible
08 May 2023
Contributed by Lukas
In this episode, we start by talking about the Smith Maneuver which allows homeowners to make their mortgage interest payments tax deductible. Braden ...
Another US Bank Fails and the Battle for AI Has Begun
04 May 2023
Contributed by Lukas
In this episode, we go over the First Republic takeover by the FDIC and the sale to JP Morgan Chase and we go over the earnings from Visa, Google, Mic...
25 Bellwether Stocks That Everyone Should Track
01 May 2023
Contributed by Lukas
In this episode, we go over bellwether stocks that serve as indicators of how various sectors of the economy are performing. Symbols of stocks discuss...
This Company Thinks Canada is Already in a Recession
27 Apr 2023
Contributed by Lukas
In this episode, we discuss the recent earnings of Metro, McDonalds, Netflix, Canadian National Rail, ASML and TSMC. Simon also talks about the Market...
5 Variables to Consider Before Investing in Oil Stocks
24 Apr 2023
Contributed by Lukas
We start this episode by discussing 5 factors that will impact the price of oil in the coming decade. Braden talks about the book 7 powers by Hamilton...
Brookfield’s Big Acquisition and US Bank Earnings
20 Apr 2023
Contributed by Lukas
In this episode, we talk about Braden’s new Finchat.io that is launching when this podcast comes out! We then look at Brookfield’s acquisition of ...
Should You Become a Green Bay Packers Shareholder?
17 Apr 2023
Contributed by Lukas
In this episode, we talk about the Green Bay Packers and their more than 500,000 shareholders and if it is a worthwhile investment. Simon then goes ov...
TD is Now the Most Shorted Bank in the World
13 Apr 2023
Contributed by Lukas
In this episode, we look at several Canadian acquisitions and mergers that were recently announced. We also discuss the risks of day trading in a TFSA...
Canada's Economic Forecast and Record Immigration
10 Apr 2023
Contributed by Lukas
We start the episode by answering a listener question about timing the markets. We then talk about Canada’s population increasing by 1 million in 20...
Impressive Results from Lululemon and Dollarama
06 Apr 2023
Contributed by Lukas
We start the episode by looking at how the markets have done since the beginning of 2023. Spoiler alert, it’s better than 2022! We then look at the ...
Will Bitcoin Get to 1 Million in 90 days ?
03 Apr 2023
Contributed by Lukas
We start this episode by talking about Credit Default Swaps (CDS) and what they are. Braden talks about dysfunctional dividends and we finish the epis...
Will the US and Canada Ban TikTok ?
30 Mar 2023
Contributed by Lukas
In this episode, we look at the recent Fed decision to raise interest rates by 25bps and what Jerome Powell had to say about the banking crisis and fu...
Looking at 2 Impressive Under the Radar Companies
27 Mar 2023
Contributed by Lukas
In this episode we talk about irrational optimism and why it's a common characteristic of great founders and investors. We then look at a recent twitt...
Two Canadian Companies Making Big Acquisitions
23 Mar 2023
Contributed by Lukas
In this week’s episode we talk about UBS acquiring its rival Credit Suisse with the help of the Swiss central bank as we continue to see issues in t...
The Reasons Behind SVB Collapsing
20 Mar 2023
Contributed by Lukas
Silicon Valley Bank was the 2nd largest bank to collapse in US history. The largest bank to do so since the Great Financial Crisis. This entire episod...
What S&P 500 Companies Are Saying About 2023
16 Mar 2023
Contributed by Lukas
With most companies having reported earnings and providing guidance for 2023, we look at how it stacks up by sector and historically. We then discuss ...
Why Buy / Sell Ratings on Stocks Don’t Matter
13 Mar 2023
Contributed by Lukas
In this episode, Braden starts by talking about the different types of luck based on a piece from the investing firm Andreessen Horowitz. We then answ...
Recession Warnings from Retail and Canadian Banks Roundup
09 Mar 2023
Contributed by Lukas
In this episode, we talk about the recent news that Nordstrom will be winding down its Canadian operations. We then look at some recent earnings inclu...
4 Lessons From Warren Buffett’s 2022 Letter
06 Mar 2023
Contributed by Lukas
In this episode, Braden goes over takeaways from Warren Buffet’s 2022 Shareholder letter. We then discuss another legend in the investing space. We ...
The Risk of High Dividends and a Canadian Tech Spin Off
02 Mar 2023
Contributed by Lukas
In this episode, we start by discussing the recent Indigo-Chapters cyber attack and the Lumine spinoff from Constellation Software. We then talk about...
Spicy Hot Retirement Takes for Canadians
27 Feb 2023
Contributed by Lukas
In this episode, Simon gives an update to the retirement dividend income portfolio. We then talk about some controversial retirement hot takes. We wra...
EPISODE 250! Creepy AI and Meta Blue Check Marks
23 Feb 2023
Contributed by Lukas
In this milestone episode, we start the episode by answering some non-investment related questions from our listeners. We then talk about some of the ...
Do You Really Need 1.7 Million To Retire?
20 Feb 2023
Contributed by Lukas
In this episode we go over the highlights of retirement and savings surveys done by BMO in the past year. We go over a pricing power checklist and exp...
Why You Shouldn’t Panic Sell & Brookfield Keeps Growing
16 Feb 2023
Contributed by Lukas
In this episode we discuss the recent US inflation numbers, look at S&P 500 returns and discuss the earnings of several companies including Brookf...
The Battle for Search and a Strange Niche ETF
13 Feb 2023
Contributed by Lukas
I this episode we discuss the news of Microsoft incorporating Chat GPT into Bing and what potential future implications it could have for Google’s d...
This “Boring” Canadian Stock is up 70x since IPO
09 Feb 2023
Contributed by Lukas
It’s earnings season and we talk about some well known Canadian and US stocks including Amazon, Meta, Canada Goose, TFI International and Lightspeed...
7 Rules From an Investing Legend
06 Feb 2023
Contributed by Lukas
In this episode, Braden goes over Terry Smith's 7 investing lessons and how the flywheel effect can be so powerful for businesses that have it. We dis...
A Short Report That Shocked the Markets
02 Feb 2023
Contributed by Lukas
In this episode, we cover the recent Bank of Canada interest rate increase and their monetary policy update. We then look at the short report on Adani...
The Largest Fraud in History
30 Jan 2023
Contributed by Lukas
In this Monday release, we are doing a hybrid episode. We start by discussing the new Netflix documentary on Bernie Madoff. Simon then talks about som...
Major Layoffs & Canadians Companies Making Big Moves
26 Jan 2023
Contributed by Lukas
In this episode, we start by talking about recent Canadian inflation data. We then discuss some recent moves involving some Canadian small cap compani...
A Small Cap Medical Stock That Will Surprise You
23 Jan 2023
Contributed by Lukas
In this episode, Simon talks about STAAR surgical, a stock he found using a stock screener. Braden goes over the results of a screener that he used an...
Why REITs Should be on Every Investor’s Radar
19 Jan 2023
Contributed by Lukas
In this episode, Simon talks about Real Estate Investment Trusts (REIT) with Daniel Foch from the Canadian Real Estate Investor Podcast. They cover th...
Looking at an Under The Radar Company & How to use Stock Screeners
16 Jan 2023
Contributed by Lukas
In this episode, we look at home country bias data across the world and how Canada compares to it. Simon discusses a recent stock he bought and Braden...
Top 10 Most Bought Stocks by Canadians
12 Jan 2023
Contributed by Lukas
In this episode, we discuss the recent acquisition by Nuvei, the roger shaw tribunal approval tech layoffs and troubles at Bed Bath and Beyond. We als...
What NOT to expect in 2023
09 Jan 2023
Contributed by Lukas
In this episode, we look at the stock market historical returns and how the automotive sector could be in for a rough 2023. Simon shares an investing ...
Why Commodities Shouldn’t be Ignored
05 Jan 2023
Contributed by Lukas
In this special episode, Braden interviews the host of the Millennial Investing podcast Rebecca Hotsko. Rebecca talks about what she’s learned from ...
2023 Bold Predictions
02 Jan 2023
Contributed by Lukas
In our first episode of 2023, we look back at our 2022 bold predictions and make some new investing bold predictions for the year ahead! Tickers of st...
Mock Drafting Portfolios from Scratch
29 Dec 2022
Contributed by Lukas
Ever wonder what a hockey starting lineup would look like if it were made of 6 great companies? Simon and Braden each chose 6 stocks that to fill thei...
Can Zombie Companies Survive Higher Interest Rates?
26 Dec 2022
Contributed by Lukas
In this episode, we discuss a recent piece from RBC showing that more and more Canadians are renting as home ownership affordability has dwindled over...
2022 Year in Review
22 Dec 2022
Contributed by Lukas
From high inflation to growth stocks coming back down to earth, we discuss our main takeaways from 2022 from a Canadian investing standpoint. Tickers ...
How Often Should You Check Your Portfolio?
19 Dec 2022
Contributed by Lukas
Psychology can be an investors’ greatest asset or downfall and how often you look at your portfolio returns could have a big impact on that. We disc...
Canadian Retailer Keeps Crushing & 76% returns?
15 Dec 2022
Contributed by Lukas
GameStop was the meme stock of the year in 2021, but how is its business doing currently? Canadian retailer Dollarama keeps posting impressive results...
Why Stocks Go Up & ESG to Charge Higher Fees?
12 Dec 2022
Contributed by Lukas
Financial media headlines constantly talk about the Dow Jones Industrial index but is it relevant? Are ESG ETFs a way for fund managers like Blackrock...
Best & Worst Performing Sectors of 2022
08 Dec 2022
Contributed by Lukas
It’s the end of the year and we look at the best and worst performing stock market sectors in 2022. We look at the earnings from 3 of Canada’s lar...
Is Allied Properties REIT Undervalued or a Value Trap?
05 Dec 2022
Contributed by Lukas
The Real Estate Sector has been hit hard by higher interest rates with the sector being down more than 25% year to date. In this episode we do a dive ...
Record Black Friday Sales and a Huge Canadian Acquisition
01 Dec 2022
Contributed by Lukas
Shopify shows that online retailers are still going strong with its vendors posting record black friday sales! Royal Bank of Canada announces that it ...
20 Stocks Boosted by Share Buybacks
28 Nov 2022
Contributed by Lukas
We go over a list of stocks that show how share buybacks can supercharge returns for shareholders if they are done right by management. We discuss the...
A Blockbuster Acquisition & Canadian Retail Giants
24 Nov 2022
Contributed by Lukas
In this episode, we talk about a blockbuster Canadian acquisition. We also discuss earnings from some well known Canadian stocks, the latest Canadian ...
Dividend Income Model Portfolio
21 Nov 2022
Contributed by Lukas
Simon goes over an updated version of a model dividend income portfolio. The stocks that you will find in the model portfolio are companies that provi...
Buffett’s New Buy & FTX Collapse
17 Nov 2022
Contributed by Lukas
The markets are roaring on a better than expected US CPI print and the crypto world is shaken by the fall of FTX. We make sense of these two major eve...
Are Family Owned Businesses Better Investments?
14 Nov 2022
Contributed by Lukas
People often wonder how they can mitigate risk with riskier investments. We discuss a tool available to all investors that can help with this. We then...
4 Takeaways from This Earnings Season
10 Nov 2022
Contributed by Lukas
Earnings season continues with a slew of Canadian companies reporting. In this episode, we look at earnings from companies like Lightspeed, Constellat...
4 Secular Trends for the Next Decade
07 Nov 2022
Contributed by Lukas
Wondering what the big secular trends of the 2020’s will be? In this episode we talk about 4 secular trends that we think will have massive tailwind...
Canadian Transportation Stocks Stealing the Show
03 Nov 2022
Contributed by Lukas
2022 is turning out to be a very different year for software as a service (SAAS) stocks. The market is putting more importance on profitability. Compa...
Panic Alarm on Big Tech?
31 Oct 2022
Contributed by Lukas
This earnings season is turning out to be tough for many publicly listed companies. During this special episode, we go over earnings from Visa, Micros...
Tesla and UPS Keep Growing While Others Struggle
27 Oct 2022
Contributed by Lukas
Earnings season is always a fun time of the year for anyone with an interest in stocks. In this episode we go over earnings from Tesla, American Expre...
10 Stocks We're Watching for the Rest of 2022
24 Oct 2022
Contributed by Lukas
The bear market we are currently in has brought the valuation of most companies down. In this episode, we look at the stocks of 10 great businesses th...
A Review of 2022 Returns and What to Expect
20 Oct 2022
Contributed by Lukas
Aritzia continues to have impressive results quarter after quarter. We also look at the recent returns of the S&P500 by sector and how it can be a...
The 10 Most Held Stocks in Canada and Real Estate vs. Stocks
17 Oct 2022
Contributed by Lukas
Is putting your hard earned money in real estate always a good investment? We took a deeper look at the pros and cons of Real Estate and investing in ...
Beaten Up Stocks That Have our Attention
13 Oct 2022
Contributed by Lukas
Semiconductor stocks like Nvidia, AMD, ASML and TSM have been getting crushed since the start of the year. Companies associated with those chipmakers ...
Revisiting the Gamestop Mania
10 Oct 2022
Contributed by Lukas
Following the recent release of the Netflix docuseries on eat the rich, the Gamestop saga, we decided to give our thoughts and takeaways following wha...
Elon Musk Changes his Mind and is Credit Suisse in Trouble?
06 Oct 2022
Contributed by Lukas
In this episode, we talk about Elon Musk going ahead with the Twitter acquisition. We also discuss the recent news surrounding the European Investment...
10 Dividend Stocks with Increasing Yields
03 Oct 2022
Contributed by Lukas
With the current bear market, most dividend paying stocks have increasing dividend yields which is great for income seekers. We go over 10 dividend st...
Loonie Takes a Dive and Writing on the Wall for Cannabis?
29 Sep 2022
Contributed by Lukas
Most retail stocks have had a tough year because of inflation and supply chain issues but Costco keeps delivering in its latest quarter. We look at ho...
5 Advantages Retail Investors Have Over Fund Managers
26 Sep 2022
Contributed by Lukas
In this episode we break down the advantages that retail investors have over fund managers. We also talk about the dilemma of converting CAD to USD wh...
The 2nd Richest Person on Earth and Canadian Housing Drops
22 Sep 2022
Contributed by Lukas
In this episode, we talk about some recent changes to the Toronto Stock Exchange Index. We look at which Canadian Real Estate markets have been impact...
Embracing Stock Market Drawdowns and Oil Stocks
19 Sep 2022
Contributed by Lukas
It’s not always easy to be invested in the stock market during extended bear markets. In this episode, we take a look at historical market drawdowns...
Stocks Go Down as U.S. Inflation Comes in Hot
15 Sep 2022
Contributed by Lukas
In this episode we go over the Bank of Canada 75bps increase and the US CPI coming in higher than expected. We give our thoughts on GameStop and Dolla...
25 Investing Terms That Every Investor Should Know
12 Sep 2022
Contributed by Lukas
In this episode we go over investing terms that every investor should know when investing in stock or index ETF. From registered accounts to income st...
Should You Buy Stocks in CAD or USD
08 Sep 2022
Contributed by Lukas
In this episode we answer questions about buying stocks listed both in Canada and in the US and dollar cost averaging. We then go over some recent new...
Is Aritzia Canada’s Next Fashion Growth Stock?
05 Sep 2022
Contributed by Lukas
The TSX can provide great investing opportunities because it is often overlooked by US and global equity investors. Stratosphere.io analyst Adrian Iwa...
Europe's Energy Crisis & Canadian Banks
01 Sep 2022
Contributed by Lukas
The latest from The Fed, our discussion on the energy crisis unfolding in Europe with tightened natural gas supply from Russia. Braden discusses the u...
How to Handle Emotions and Achieving Financial Independence
28 Aug 2022
Contributed by Lukas
Simon interviews Courtney Stephens. During the episode, they talk about the following topics: Financial literacy and some key concepts that every Can...
How to Find Winning Investment Ideas
25 Aug 2022
Contributed by Lukas
Finding new ideas for our portfolio and decision paralysis haunts all investors. But, luckily there are tools and resources to make the process easi...
Is Index Investing or Stock Picking Better?
22 Aug 2022
Contributed by Lukas
The age old debate of using an Index ETF strategy or stock picking. We go over the pros and cons of each approach and what to consider when deciding w...
Is Disney the New King of Streaming? - Earnings Roundup
18 Aug 2022
Contributed by Lukas
Has Disney become the king of the streaming wars? Yes and no. There is more to the story and we discuss why. In addition, we break down the latest...
Building a 15 Stock Portfolio From Scratch
15 Aug 2022
Contributed by Lukas
In this release of the Canadian Investor Podcast, we go over a 15 stocks portfolio built from scratch. Tickers of stock discussed: BAM-A.TO, BIPC.TO, ...
Are Travel Stocks Finally Back? - Earnings Roundup
11 Aug 2022
Contributed by Lukas
In this release of the Canadian Investor Podcast, we cover the following earnings and news: Air Canada earnings Constellation Software and Topicus ea...
Top 10 Acquisitions & Why Simon is Selling This Stock
08 Aug 2022
Contributed by Lukas
In this release of the Canadian Investor Podcast, we discuss the following topics: Diversification vs Diworsification Investing in a Recession Top 10...
Surprising Profits - Earnings Roundup
04 Aug 2022
Contributed by Lukas
In this release of the Canadian Investor Podcast, we cover the following earnings and news: HKD stock pump? Teladoc TFI International Etsy Match Grou...
Instagram vs. Tiktok and Commodities vs. Inflation
01 Aug 2022
Contributed by Lukas
In this release of the Canadian Investor Podcast, we discuss the following topics: Instagram making a shift to become more like rival Tiktok How oil ...
Big Tech Keeps on Delivering - Earnings Roundup
28 Jul 2022
Contributed by Lukas
In this release of the Canadian Investor Podcast, we cover the following earnings and news: The Bank of Canada 100bps interest rate increase Canadian...
When to Sell Stocks and Options Trading
25 Jul 2022
Contributed by Lukas
In this release of the Canadian Investor Podcast, we cover two main topics that were inspired by listener questions. When to sell a stock that you ow...
Building Wealth With Index Funds
21 Jul 2022
Contributed by Lukas
In this episode of the Canadian Investor Podcast, Kornel Szrejber. Kornel talks about how his desire to learn about investing in Canada led him to sta...
25 Point Stock Checklist
18 Jul 2022
Contributed by Lukas
In this release of the Canadian Investor Podcast, we go over a 25 point checklist that should help you determine whether the company you're considerin...
How Canadian Real Estate Performs in a Rising Rate Environment
14 Jul 2022
Contributed by Lukas
In this special release of the Canadian Investor Podcast, we preview the new addition to the TCI Network, The Canadian Real Estate Investor Podcast wi...
Saving More to Invest More and Intuit
11 Jul 2022
Contributed by Lukas
In this release of the Canadian Investor Podcast, we cover the following topics: Braden goes over why Intuit is a great business Simon goes over ways...
2022 Mid Year Returns and New Housing Rules - Earnings Roundup
07 Jul 2022
Contributed by Lukas
In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Update on market performance in 2022 compared to...
10 Travel Stocks and ETFs to Watch
04 Jul 2022
Contributed by Lukas
In this release of the Canadian Investor Podcast, we cover the following topics: We look at 7 travel stocks to see how their business has evolved sin...
Red Hot Inflation & is Robinhood for Sale? - Earnings Roundup
30 Jun 2022
Contributed by Lukas
In this release of the Canadian Investor Podcast, we cover the following earnings releases and news: Canadian CPI reaching 7.7% Accenture earnings Bl...