In this episode, Simon and Dan talk about 6 quotes from Charlie Munger that have special meaning for them. Then they talk go over the earnings of the rest of the large Canadian banks and share their main takeaways.
Symbols of stocks discussed: CM.TO, RY.TO, TD.TO, BMO.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

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Canadian Bank Earnings Takeaways and Remembering Charlie Munger

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing&nbsp;podcast&nbsp;for Canadians.

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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 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.

The Return of Meme Stocks and Canadians Spending Less

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 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.

Dealing with Investing Biases and Will Open Banking Increase Competition?

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 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.

Higher Profits for Loblaws and Slowing Growth for Air Canada

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 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.

More Trouble for TD and Apple’s Slowing Sales

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 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.

Canadian Bank Earnings Takeaways and Remembering Charlie Munger

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