The Canadian Investor

• 30 Stocks For Contrarian Investors

  In this episode, we explore where value might be hiding in today's high-valuation market. From overlooked oil and gas plays to global opportunities in Japanese railways and Chinese big tech, we break down areas of potential interest for savvy investors. We also discuss the pitfalls and potential in pharma, defense, and precious metal miners, as well as the challenges pandemic darlings face in a post-COVID world. Plus, Braden dives into the concept of quality in investing, inspired by Dev Kantesaria of Valley Forge Capital. Discover why the intersection of growth and predictability defines great companies and how this framework can help you identify enduring opportunities in any market environment. Tickers of Stocks/ETFs discussed: HAL, TVK.TO, CNQ.TO, TOU.TO, ENB.TO, TRP.TO, KMI, MPC, JNJ, PFE, MRK, LLY, NVO, KVUE,PPH, IHE, ZHU.TO, LMT, UNP, 9020, KWEB, BABA, FNV.TO, WPM.TO, ABX.TO, NGT.TO, GDX, GDXJ, ZGD.TO, DOO.TO, 7309 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 Asset Allocation ETFs | BMO Global Asset Management 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.

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• Trump’s Meme Coin Frenzy, Tariff Drama, and Canada’s Inflation Breakdown

  In this episode of The Canadian Investor Podcast, we discuss the latest Canadian CPI data, which reveals the impact of the GST break and implications for interest rate cuts. We discuss Donald Trump's potential 25% tariffs on Canadian goods and the launch of the Trump and Melania meme coins. We also take a look at the recent earnings from BlackRock earnings, Cogeco Communications and Richelieu Hardware. Finally, we reflect on the disbanding of Hindenburg Research and its legacy in short selling. Tickers of Stocks/ETFs discussed: BLK, RCH.TO, CCA 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 Asset Allocation ETFs | BMO Global Asset Management 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.

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• Has Adobe Become a Value Stock?

  In this episode, we dive into the world of leveraged ETFs, exploring how they amplify exposure to assets through debt and derivatives. From the explosive growth in leveraged ETF inflows to the risks of daily rebalancing and long-term viability, we break down what investors need to know before jumping into these high-risk, high-reward products. Braden also takes a dive into Adobe, one of the most underappreciated giants in the tech world. Despite looming threats from generative AI and evolving competition from Figma and Canva, Adobe remains a very profitable business trading at cheaper valuation than other large tech stocks. The question with Adobe is simple. Is this growth sustainable for the long term? Tickers of Stocks/ETFs discussed: ADBE, HCAL, NVDL 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 Asset Allocation ETFs | BMO Global Asset Management 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.

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• Aritzia’s Turnaround and How to Own Bitcoin

  In this episode, Simon goes over the alarming findings from the latest MNP Consumer Debt Index. How Canadians are grappling with financial strain, rising insolvency fears, and shrinking disposable incomes, despite declining interest rates. Simon also analyzes Terravest’s impressive Q4 and full-year results, highlighting their growth, acquisitions, and dividend increase. Aritzia’s standout Q3 performance takes the spotlight, with soaring U.S. revenues and a focus on e-commerce paying off in a big way. Additionally, Simon finishes the podcast by covering BlackRock’s launch of a Bitcoin ETF in Canada and what it means for the competitive landscape of crypto investing. For listeners curious about Bitcoin, Simon shares a simplified guide on how to buy and store it securely, including insights into cold storage, multisig wallets, and the pros and cons of various options. Tickers of Stocks/ETFs discussed: TVK.TO, ATZ.TO, IBIT.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 Asset Allocation ETFs | BMO Global Asset Management 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.

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• 5 Signs a Business Has Staying Power

  In this episode of The Canadian Investor Podcast, we dive into the fundamentals of Porter’s Five Forces, exploring how shifts in industry dynamics create opportunities for savvy investors. Using real-world examples like TSMC and Delta Airlines, we analyze how changes in competition, bargaining power, and substitutes impact profitability. We also break down the complexities of bond investing, contrasting the benefits and risks of bond ETFs versus holding individual bonds. From liquidity to inflation risks and the influence of government policies, this segment will help you better understand the current bond market landscape. Tickers of Stocks/ETFs discussed: TSM, DAL 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 Asset Allocation ETFs | BMO Global Asset Management 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.

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