In this episode, Simon and Dan walk through their process for finding strong investment ideas, from using stock screeners to AI tools, and finally doing a full deep dive on company fundamentals. Simon shares the consistent criteria he applies in his screeners, how he narrows down results efficiently, and where AI fits as a research assistant. Dan breaks down the custom screeners he’s built over the years, how he balances dozens of metrics, and why focusing on quality across multiple areas is key. Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai 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.
--------
52:04
--------
52:04
Economic Uncertainty Continues to Reshape Canadian Real Estate
In this episode of the Canadian Investor Podcast, we’re joined by Daniel Foch, host of the Canadian Real Estate Investor Podcast, for a deep dive into the macro forces shaping Canada’s economy and real estate market. We explore the impact of rising youth unemployment, the steep decline in construction jobs, and the looming mortgage renewal wall for homeowners facing higher rates. We also discuss how five-year Government of Canada bond yields influence fixed mortgage rates and the broader economy, alongside the ripple effects of U.S. tariffs on Canadian industries like autos, steel, and lumber. Plus, we touch on key policy developments, including potential changes to the mortgage stress test and the debate over British Columbia’s foreign buyer ban. Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai 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.
--------
1:03:49
--------
1:03:49
Best Trash Stock? Waste Management or Waste Connections
Dan and Simon dive deep into two of North America’s waste-disposal giants — Canada’s Waste Connections and the U.S.-based Waste Management. They break down business models, market share, acquisition strategies, financial performance, and the critical role of landfill ownership. From healthcare waste growth to automation’s impact, and from regulatory risks to why “boring” garbage companies can be long-term portfolio anchors, this episode unpacks the dirty details of a surprisingly resilient industry.Ticker of stocks and ETFs discussed: WCN.TO, WM Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai 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.
--------
58:49
--------
58:49
Shopify & Franco-Nevada Deliver Big on Earnings
In this episode, Simon and Dan dive into a jam-packed earnings episode covering some of Canada’s biggest names. They break down GoEasy’s record quarter and cautious shift toward secured lending, Franco-Nevada’s strong gold-fueled results and the latest on Cobre Panama, WSP Global’s steady growth despite Asia-Pacific weakness, BCE’s first full quarter post-dividend cut, and CargoJet’s new deals with Amazon and DHL. They wrap with Shopify’s standout results, growing big-brand adoption, and AI-powered merchant tools. Tickers of stocks discussed: WSP.TO, BCE.TO, SHOP.TO, GSY.TO, FNV.TO, CJT.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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 Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai 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.
--------
54:12
--------
54:12
6 Poker Lessons That Made Me a Better Investor
In this episode of The Canadian Investor Podcast, Simon and Dan share the stocks and ETFs currently on their radar and dive into the surprising parallels between poker and investing with lessons from poker that apply to long-term investing. Ticker of stocks and ETFs discussed: WCN.TO, ZHU.TO, IXJ, VHT, PPH, IHI, IHF Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! 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! Blossom Investor Conference Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai 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 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 podcast for Canadians.
Canada - english