The Battle of the Dollar Stores: Dollarama vs. Dollar Tree
In this episode, we compare two major dollar stores, Dollar Tree and Dollarama. We break them down to see which one stands out as the better business and long-term investment. We break down Dollar Tree’s recent decision to sell off its struggling Family Dollar segment, analyze key financial metrics like margins, free cash flow, and valuation, and contrast that with Dollarama’s performance and business model. From store growth to customer trends, we dig into what sets these two retailers apart and which one looks more compelling going forward. Tickers of stocks discussed: DOL.TO, DLTR Get your TSX Meetup tickets here! 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.
--------
45:06
--------
45:06
Couche-Tard, Blackberry, and Nike: Who’s Most Likely to Bounce Back?
In this episode, we dig into a busy week of earnings from three very different businesses navigating challenging environments. We start with Couche-Tard, where modest merchandise growth in Canada and Europe couldn’t offset softness in the U.S. and fuel sales. Next, we check in on Blackberry, which posted its first profit in three years while questions about the future of the company still remain front and centre. Lastly, we break down Nike’s rough Q4. Revenue and earnings are way down, margins are getting crushed, and inventory problems persist. But there are a few signs of sequential improvement. Tickers of stocks discussed: NKE, BB.TO, ATD.TO Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! 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.
--------
34:17
--------
34:17
Why the GTA Condo Market is Tanking with Dan Foch
In this episode, we give you a timely update on the Canadian housing market with a focus on some striking regional divergences. Dan breaks down the latest trends emerging from the spring data, highlighting continued resilience in Alberta and the Prairies, driven by strong population growth and economic tailwinds. Meanwhile, the GTA is showing signs of serious stress, especially in the condo market. We dive into the growing oversupply of condos, falling rents, and the pain facing investors holding pre-construction units bought at peak prices. We also explore potential opportunities for buyers, what a recovery might depend on, and whether policy changes could shake up the market again. Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! 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.
--------
53:09
--------
53:09
Braden’s Back for Episode 500! Finchat Rebrand & Stocks On Our Radar
For our 500th episode, Braden is back on the mic as we reflect on the last 5+ years of doing the podcast. We kick things off with the story behind the rebrand from FinChat to Fiscal.ai, why the name change was necessary, and what’s coming next as the platform evolves. Then, we each bring a company that’s firmly on our radar. One is riding a wave of long-term infrastructure spending, while the other quietly powers a huge portion of the internet. Tickers of stocks discussed: PWR, NET Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! 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.
--------
48:11
--------
48:11
10 Canadian Stocks to Hold for the Next Decade
In this episode, we give 10 Canadian companies we believe are well-positioned to thrive over the next decade. Tickers of stocks discussed: CSU.TO, L.TO, CP.TO, WSP.TO, IFC.TO, BN.TO, WCN.TO, DOL.TO, ATZ.TO, FNV.TO, SHOP.TO, WPM.TO, TFII.TO, CNQ.TO, TOU.TO, RY.TO, TIH.TO Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! 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.
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