The Canadian Investor

Discover the implications of the Bank of Canada’s recent rate cut on housing and consumer debt. Dive into Couche-Tard's ambitious acquisition of 7-Eleven and the surrounding market risks. Explore disappointing earnings from BRP, alongside the alarming rise of subprime lending. The segment on 'buy now, pay later' reveals increasing financial vulnerabilities among consumers. Finally, unravel the effects of rising living costs on spending habits and lending trends, all while navigating a complex economic landscape.

In this episode, Simon answers a listener’s question about cash allocation strategies in today’s unpredictable market environment. We explore key questions you should ask when deciding how to allocate cash, such as your liquidity needs and time horizons. But that’s not all. We shift focus to what's been working in 2024 so far, with a rundown of companies and sectors that have delivered incredible returns, including mega-cap companies with an average YTD performance of 36%. Braden also reflects on his 2023 market outlook, reinforcing the importance of staying invested through volatility. Lastly, we dive into rising savings rates and the increase in consumer debt in Canada, exploring what it means for Canadians’ financial health as they face higher interest rates, mortgage pressures, and increasing delinquencies.  Tickers of Stocks & ETF discussed: CMR.TO, ZMMK.TO, CBIL.TO, UBIL-U.TO, XGB.TO, SHY, TLT, TLH Equifax Canadian consumer report 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.

In this episode, we go over the recent development surrounding BCE as Moody's downgrades its credit rating to the brink of junk status. We explore what this means for shareholders, especially in light of the company's rising debt costs and questionable financial strategies.  We also dissect Lululemon's latest earnings, highlighting the contrast between their strong international performance and struggles in the U.S. market. Lastly, we analyze the latest earnings reports from Canada's big banks, with a particular focus on how differing strategies and regional exposures are driving their performances. Whether it's Royal Bank's steady rise or National Bank's standout quarter, we cover what you need to know as an investor.   Tickers of Stocks & ETF discussed: CM.TO, RY.TO, NA.TO, LULU, BCE.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.

Explore the art of stress-free investment tracking by focusing on key metrics for portfolio management. Delve into Nvidia's valuation challenges and the importance of realistic time commitments in investing. Discover two intriguing stocks on the radar: WSP Global, which is primed for growth, and Schneider Electric's advancements in energy management. Gain insights into the significance of diversification and navigating market realities, all while reflecting on personal milestones that tie well-being to financial success.

Recent CPI data sparks a discussion on inflation risks and the Fed’s pivot to labor market concerns. Algonquin Power's $2.5 billion sale of its renewable arm raises questions about its financial strategy amid rising interest rates. Canadian banks are under scrutiny as BMO and others report disappointing earnings and increase provisions for credit losses. The risks of dividend cuts for investors are highlighted, particularly in the context of troubled investments and regulatory challenges facing the banking sector.

Dive into the world of Canadian Compounders that have conquered the market over the past decade. Discover how companies in garbage collection and real estate are making waves. Learn about the innovative strategies of EQ Bank and Fairfax in banking and insurance. Explore Brookfield Corp's complexities and its cash flow marvels. Witness Shopify’s astonishing rise in e-commerce and its potential for future growth. From cyclical strategies to resilient firms, this discussion highlights the dynamic landscape of Canadian investments.

Discover the fascinating world of the Japanese yen carry trade and its recent market impact. Learn about new Ethereum ETFs and their initial inflows. Delve into three lesser-known Canadian ETFs that could enhance your portfolio. Explore the nuances of fee structures and their significance for fund managers. Understand the differences between all-in-one ETFs and their performance variations, particularly the innovative strategies behind factor-based investing. The insights on market volatility and Canadian investment strategies are especially eye-opening!

In this episode, we start by talking about Berkshire Hathaway's record cash holdings which have now reached 277B.  Simon then goes over the mechanics of RRIFs and LIFs, offering a detailed breakdown of how these retirement income funds work. He also shares learnings following the conversion of his parent’s investments to RIFs and LIFs. We also revisit a Canadian small-cap company, MDA, which Braden had previously flagged as one to watch and why it's still on his radar.  Finally, we'll discuss Bitcoin’s recent volatility, examining how the unwinding of the Yen Carry Trade has impacted the market..   Tickers of Stocks & ETF discussed: GM, F, SPOT, DIS, BMW, VOW, PARA, WBD, RY.TO, TD.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.

In this episode of The Canadian Investor we start with Tourmaline’s $1.3B acquisition of Crew Energy, an all-stock deal that skyrocketed Crew Energy's shares by 76%. We discuss what impact the acquisition will have on Tourmaline’s business going forward. Next, we turn to Starbucks’ surprising CEO shakeup, bringing in Chipotle’s Brian Niccol to lead the coffee giant. We break down Niccol’s impressive track record at Chipotle and what his leadership could mean for Starbucks’ future, especially as it faces consumer cutbacks in a tightening economy.  We also touch on Canadian Tire’s struggle with declining revenues, Home Depot’s insights on the US consumer slowdown, and Goeasy’s continued growth in the subprime market, despite rising charge-offs. Plus, we look at  Air Canada’s latest earnings showing that air travel is declining in Canada. Tickers of Stocks & ETF discussed: CR.TO, SBUX, CTC-A.TO, AC.TO, TOU.TO, HD.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.

In this episode of The Canadian Investor Podcast, we dive into the mindset of buying during market sell-off and why it can be a smart move for long-term investors. Braden discusses a purchase he made during the holiday Monday sell-off. We discuss how market corrections can offer a good opportunity for investors to re-evaluate their plans based on their emotional reactions during volatile times. We also explore the differences between hard and soft sell rules, helping investors decide when to keep, trim or sell a position. Finally, we examine the DTC consumer brands that are struggling and the better way to play the space by investing in the ecosystems and platforms that power them.  Tickers of Stocks & ETF discussed: ASML, PTON, HIMS, WRBY, CHWY, BIRD, NKE, SHOP.TO, ETSY, META, MELI, AMZN, W, EBAY 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.