Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!  

In this episode, I chat with Nelson Smith, founder of the Canadian Dividend Investing Newsletter, and one of my favourite people in the FinTwit space! We discuss his investing strategy and his perspective on a range of stocks.

Please note, this conversation was recorded on October 16th. As a result, any references to  specific future dates/events in the episode may refer to a time that has already passed.

Connect:

Newcomer Investor on X: ⁠https://twitter.com/NewcomerInvest⁠

Newcomer Investor Email: ⁠[email protected]⁠

Nelson on X:

https://x.com/CDInewsletter

Subscribe to the Canadian Dividend Investing Newsletter: https://canadiandividendinvesting.beehiiv.com/

Episode Highlights:

(0:00) - Intro

(1:00) - Who is Nelson? 

(4:30) - Nelson’s investing style

(6:22) - TD’s $3B fine and asset cap

(13:20) - Canadian Big 6 Banks

(17:50) - EQB

(26:05) - American banks

(28:25) - A&W

(38:50) - Restaurant Brands International (Tim Hortons, Burger King, Popeyes, Firehouse Subs)

(46:30) - McDonald’s

(51:30) - Yum Brands

(54:20) - Alimentation Couche-Tard

(1:00:00) - Parkland Fuels

(1:06:50) - How will EVs affect the convenience industry???

(1:09:00) - Nutrien

(1:14:00) - Dollarama

(1:20:00) - Rogers Sugar

(1:23:00) - Grupo Aeroportuario

(1:26:00) - Polaris Infrastructure

(1:31:00) - Why no Asia/Europe stocks? Why so many holdings? Why no ETFs? Favourite/best stock ever?