Money Talks: Your Guide to the Canadian Securities

The Story the Numbers Tell: A Beginner's Guide to Company Analysis & The Canadian Stock Market


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What's the real secret to picking great stocks? It's not about hype—it's about knowing the numbers. This episode is your masterclass in Company Analysis, designed to help you confidently evaluate any stock on the Canadian Stock Market (TSX).

Financial professional Veeral Kotak returns to break down the most important financial ratios and statements in a simple, conversational way. We cut through the jargon to help you understand what really matters when you're considering an investment, using real-world examples from Canadian giants like RBC, Lululemon, and Shopify.

Plus, we tackle the breaking news in Canadian finance: Fitch Learning's acquisition of the Canadian Securities Institute (CSI). Veeral shares his expert opinion on how this will impact the banking industry and future finance professionals studying for their CIRO exams.

In this episode, you will learn:

    • (02:15) The Fitch & CSI Acquisition: What it means for Canadian finance education.

    • (06:40) What is Company Analysis? A simple analogy for beginner investors.

    • (11:10) How to read financial statements (Income Statement & Balance Sheet).

    • (15:30) The 4 Key Types of Financial Ratios: Liquidity, Risk, Performance & Value.

    • (19:00) Understanding the P/E Ratio: Is a stock cheap or expensive?

    • (23:50) A framework for telling the "story behind the numbers" for any TSX stock.

Connect with Us & Support the Show:

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      Apple Podcasts Link: https://podcasts.apple.com/ca/podcast/money-talks-your-guide-to-the-canadian-securities/id1828548549

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#CIRO #CSIExam#Investing #CompanyAnalysis #CanadianStockMarket #TSX #StockMarket #Finance #BeginnerInvesting #CSI #CIROExam

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Money Talks: Your Guide to the Canadian SecuritiesBy Saga Education