The Canadian Investor

In this episode of the Canadian Investor Podcast, we go over General Mills' Q4 results. Despite being a consumer staple company with brands like Cheerios, Betty Crocker, and Häagen-Dazs, the company is facing some challenges due to consumers opting for cheaper alternatives. Next, we turn our attention to Alimentation Couche-Tard. Reporting its second consecutive quarter of soft earnings, Couche-Tard saw revenue beat expectations but profits were below what bay street was expecting. We'll explore the factors contributing to their 32% year-over-year decline in earnings, including challenges in fuel margins and consumer behavior shifts in Canada. We also answer some listeners' questions about investing when markets are at all time highs, the best methods for currency conversion, and alternative fixed income investments.  Tickers of Stocks & ETF discussed: ATD.TO, GIS, XAW.TO, ITOT, DLR.TO, DLR-U.TO, HSAV.TO, CASH.TO, ZMMK.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.

They debate how speaking in absolutes blinds investors and why thinking probabilistically is safer. Discussion of blackout windows and whether buybacks are inflating stock prices and market demand. Analysis of where huge buyback flows came from and the risks if they fade. A quick look at a Canadian reservoir modeling software company and other names added to a watchlist.

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 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 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 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 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 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.

Exploring top TSX stocks, valuing businesses long-term, and answering listener questions on stock valuation. Discussing the potential of a new stock exchange in Canada and exploring gold market trends. Emphasizing the importance of aligning investment strategies with individual goals and understanding accounting basics for effective analysis.

The podcast covers the recent Bank of Canada rate cut implications, Lululemon's Q1 earnings and international growth, Dollar Tree vs. Dollarama financial performance, Saputo's struggles, and BRP's financial challenges. The hosts also discuss personal stories, sports events, and market anticipation.

In this episode, they discuss how to reduce stock holdings, the growth of LinkedIn, and the stock-to-flow ratio for commodities and Bitcoin. They also touch on managing a stock portfolio, diversification, and the success of LinkedIn under Microsoft's ownership.

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 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 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 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.