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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.
Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI. Jason Moser and Lou Whiteman discuss: - Starbucks' move to sell part of its China business. - Hershey hires a new CEO. - Meta moves for more talent and invests in eyewear. - What should be on investors' radar this coming earnings season. Tickers mentioned: SBUX, HSY, WEN, META, TWLO, NET, CRWD, PANW Host: Jason Moser Guest: Lou Whiteman Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Jobs hold steady, Cloudflare takes a stand on AI and the stocks leading us to financial freedom. Jason Moser and Andy Cross discuss: - The recent jobs report. - What the stress test means for banks. - The current state of autos - Cloudflare pushes back on AI crawlers. - Stocks to celebrate financial freedom. Tickers mentioned: BAC, TSLA, F, GM, NET, NFLX, HD, WM Host: Jason Moser Guest: Andy Cross Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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.
Figma files for its initial public offering, Amazon ushers in the rise of the machines and Apple noodles its AI strategy. Jason Moser and Lou Whiteman discuss: - Figma's IPO filing and what investors should be watching. - Amazon's robotics aspirations. - Apple's AI strategy: buy it or build it? Tickers mentioned: FIG, AMZN, AAPL, HON, ADBE Host: Jason Moser Guest: Lou Whiteman Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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.
In this episode, we break down Empire Company’s recent rebound and how its discount store strategy and capex transformation are paying off after years of underperformance. We also answer a listener question about RESPs and walk through Simon’s actual RESP portfolio for his daughter—including why there’s a large Bitcoin allocation and how he’s thinking about long-term growth.Dan tackles a listener question on Uber and whether autonomous vehicles pose a threat or opportunity for the company. We wrap up with a segment on teaching teenagers about money, from the power (and danger) of compounding to understanding purchasing power, needs vs. wants, and financial consistency. Tickers of stocks discussed: EMP.A, UBER 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.
Novo Nordisk parts ways with Hims & Hers, a financials-related stock to get on your radar and more! Jason Moser and Matt Frankel discuss: - Why Novo Nordisk is parting ways with Hims & Hers. - Waymo and Uber's big Atlanta debut. - What the potential tax deduction on autos could mean for consumers and companies. - Matt has a financials-related stock he thinks is worth a closer look. Tickers mentioned: NVO, HIMS, TSLA, UBER, GOOG, GM, ALLY, RKT Host: Jason Moser Guest: Matt Frankel Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
*Correção: o total de tickers disponíveis em Opções Semanais de Ações, ETFs e BDRs é de 30 ativosA B3 está ampliando o número de tickers disponíveis para as Opções Semanais de Ações, ETFs e BDRs. Saiba quais empresas serão incluídas no #MinutoB3 de hoje#Investimentos #Ações #OpçõesEste conteúdo foi gerado por inteligência artificial
In this episode, we dive deep into MicroStrategy—the largest corporate holder of Bitcoin—and explore how Michael Saylor transformed a declining software business into a leveraged Bitcoin vehicle. We look at the company’s aggressive BTC acquisition strategy, its use of convertible debt, and the growing risks tied to its outsized Bitcoin exposure. Then, we shift to Canada and break down the Telus International fiasco. What started as Canada’s largest tech IPO now risks becoming one of the biggest shareholder disappointments, as Telus attempts to buy it back at a fraction of its IPO value. Tickers of stocks discussed: TIXT.TO, MSTR, GME, TSLA, SQ, XYZ 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.
In this episode, we dig into a mix of Canadian and U.S. company earnings across several sectors. We kick things off with WSP Global, which posted solid results driven by strong demand in infrastructure and power. We then look at JM Smucker, which dropped 16% after earnings, driven by weak guidance and struggles with its recent Hostess acquisition. Next, we check in on Roots, which is trying to reinvent itself as a premium Canadian brand. Finally, we finish the episode by looking at recent earnings of Andrew Peller and Aurora Cannabis. Tickers of stocks discussed: WSP.TO, SJM, ROOT.TO, ADW.A.TO, ACB.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.
Walmart and Amazon are looking into stablecoins and two dividend stocks to get on your radar! Jason Moser and Matt Argersinger discuss: - Why Walmart and Amazon are considering launching their own stablecoins. - Roku and Amazon expand their partnership. - Two dividend stocks Matt thinks are worth getting on your radar. Tickers mentioned: WMT, AMZN, ROKU, TTD, OC, WHR Host: Jason Moser Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we break down Canada’s two freight rail titans—CN Rail and CP Rail—and compare them across operations, financials, capital allocation, and strategy. We look at how CNR’s east-west network stacks up against CP’s newly integrated Canada–US–Mexico line following the Kansas City Southern acquisition. We also compare each company’s and discuss the bullish and bearish case for each. Tickers of stocks discussed: CP.TO, CNR.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 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.
In this episode, Simon and Dan break down the latest earnings from four major consumer-facing companies. Dollarama and Costco delivered another strong quarter while Lululemon’s stock took a big hit following revised guidance. BRP surprised to the upside despite a tough year-over-year comparison, with snowmobiles carrying the quarter and dealers slowly working through inventory. Tickers of stocks discussed: DOO.TO, LULU, COST, DOL.TO Questrade’s new securities lending program 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 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.
In this episode of the Canadian Investor Podcast, we breakdown Questrade’s new securities lending program and what it means for retail investors. Next, Dan takes aim at the sell-side analyst world, explaining why most price targets and stock ratings should be taken with a big grain of salt, including the built-in conflicts of interest and poor historical track record. Lastly, we take a closer look at Secure Waste Infrastructure Corp (SES.TO), a growing Canadian industrial name with strong free cash flow, expansion potential, and a rising dividend. Tickers of stocks discussed: SES.TO Questrade’s new securities lending program Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! 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.
In this episode, Simon and Dan dig into earnings of 4 of Canada’s largest banks. Despite some strong showings in some of the segments, banks are setting aside more for provisions for credit losses. Simon and Dan break down how tariffs, macro uncertainty, and shifting consumer dynamics are impacting each bank’s performance and outlook. Tickers of stocks discussed: TD.TO, BNS.TO, RY.TO, CM.TO Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! 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.
In this episode of Tickers, Dr. Matthew Preston & Dr. Thaon Simms analyze MAILPAC Group (MAILPAC) and its potential path to $3 per share!
In this episode, we break down the latest earnings from several well-known companies across different sectors. We kick things off with Canada Goose, which posted strong margin expansion but continues to face sluggish full-year growth and ongoing wholesale weakness. We then turn to Lightspeed Commerce, where slowing growth and massive goodwill write-downs reveal deeper concerns about past acquisitions and management credibility. Next, we take a look at Home Depot, which continues to navigate a challenging macro environment with stable results, while also highlighting an intriguing long-term thesis on deferred home improvement demand. Lastly, we cover Affirm Holdings, which posted impressive revenue growth and customer retention, but faces rising delinquencies and uncertainty around its Walmart relationship. Tickers of stocks discussed: AFRM, HD, LSPD.TO, GOOS.TO Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! 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.
We break down key insights from Constellation Software’s recent AGM, where CEO Mark Leonard was candid about the challenges of deploying capital at scale, potential “style drift,” and the limits of future returns. Despite the company’s exceptional track record, Leonard warns that the days of 25%+ annual returns may be behind them—though opportunities could still remain if they navigate carefully into new verticals. We also dive into the surging popularity of covered call ETFs in Canada. But what are the real risks and benefits of these ETFs? We explain how these funds work, their pros and cons, and why some investors may be setting themselves up for disappointment by chasing double-digit yields. Tickers of stocks discussed: ZEB.TO, ZWB.TO, CSU.TO Get your Calgary Meetup Tickets here! 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.
In this episode, we break down Canada’s April CPI print, which came in below 2% largely due to the removal of the consumer carbon tax. We explain why this drop is likely temporary and what core inflation measures are still signaling to the Bank of Canada. We also discuss Moody’s long-anticipated downgrade of U.S. government debt, how it compares to past downgrades, and what surging bond yields mean for investors on both sides of the border. In company news, Dan shares his take on Boyd Group’s latest results, including why he’s still holding despite near-term headwinds. We also cover Canadian Tire’s earnings, consumer credit data, and what it tells us about the average Canadian household. Finally, we look at South Bow’s first-quarter results post-spinout from TC Energy and assess the sustainability of its high dividend yield. Tickers of stocks discussed: CTC-A.TO, BYD.TO, SOBO.TO Get your Calgary Meetup Tickets here! 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.
Following up on our TFSA episode, we dive into 5 of the most common RRSP mistakes we’ve seen Canadians make—from contributing when your tax rate is low to accidentally double-claiming a tax credit. We also shift gears and explore the psychological traps that investors fall into, including the endowment effect, anchoring bias, and the disposition effect. These are the subtle but powerful behaviours that can quietly drag down your investment returns over time. To wrap up the episode, Simon revisits his past investment in Allied Properties REIT, why he sold it at a loss, and how the company and office space market have fared since then. Tickers of stocks discussed: AP-UN.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.
In this episode of Dividend Talk, we dive into the drama at UnitedHealth Group (UNH) from earnings disappointments to fraud allegations and a sudden CEO exit. Is it a buying opportunity or a classic falling knife?We also break down strong earnings from two European giants: Siemens (SIE.DE) and Allianz (ALV.DE). Both companies delivered rock-solid results, reminding us why Europe is a fertile ground for dividend growth investors.Along the way, we reflect on what we'd do differently if we started our investing journeys today, why conviction matters more than share price, and whether preferred stocks or spin-offs like Magnum are worth a look.
In this explosive episode of Tickers, Dr. Matthew Preston & Dr. Thaon Simms analyze NCB Financial Group's dramatic stock decline from $65 APO price to $46 and potentially lower!
In this episode, we break down the temporary 90-day tariff pause between the U.S. and China, what it could mean for markets, and why it might not last. We also dive into BCE’s massive dividend cut and new growth-focused partnership with PSP Investments. Plus, we unpack UnitedHealth’s stunning 50% drop in just over a month, Goeasy’s soft quarter and what it signals about the subprime lending landscape, and Franco-Nevada’s blowout results amid soaring gold prices. Tickers of stocks discussed: FNV.TO, GSY.TO, BCE.TO, UNH 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.
In this episode, we break down the key insights from the 2025 Berkshire Hathaway Annual Meeting. We go over our takeaways from the meeting including Buffett’s thoughts on U.S. trade policy, fiscal unsustainability, and long-term currency debasement—and why he’s still optimistic about America’s resilience. We also discuss what Buffett and Greg Abel said about cash positioning, balance sheet strength, and the importance of patience when investing. Simon shares why he’s comfortable with Berkshire’s leadership transition and what retail investors can learn from Buffett’s comments about acting quickly by being prepared. Tickers of stocks discussed: BRK-B 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.
In this episode, we dive into Warren Buffett's succession and legacy, the philosophy that built Berkshire Hathaway, and what the future might hold under Greg Abel. We also break down recent dividend news, from Apple's modest hike to Wendy's surprising cut, and share our own May dividend income.We cover earnings from some major names like Novo Nordisk, Archer Daniels Midland, Ahold Delhaize, and Legrand, plus explore the intriguing possibility of Shell acquiring BP. Listener questions spark some great discussion, including what football clubs would be as dividend stocks, whether our podcast can move markets, and which companies have the strongest moats.
In this episode, we break down Parkland’s $9.1B proposed acquisition by Sunoco and why the timing is controversial. We also cover earnings from Loblaws, TMX Group, McDonald’s, Riocan, and Spin Master. From strong retail leasing spreads to e-commerce growth and tariff headwinds, we dig into how each company is navigating the current economic environment—and what investors should watch going forward. Tickers of stocks discussed: X.TO, MCD, L.TO, REI-UN.TO, TOY, PKI.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.
In this episode, we take a closer look at Gildan Activewear after its latest earnings call, which was dominated by tariff discussions. Despite being in a sector typically hit hard by trade restrictions, Gildan's vertically integrated model could actually give it an edge. We also cover Visa’s latest results, where payment volumes remain strong but questions linger around possible pull-forward demand ahead of new tariffs. Dan and Simon then three of the most common TFSA investing mistakes—ranging from overly speculative bets to portfolio structure missteps—that could cost you serious long-term returns. Lastly, we revisit Bitcoin ETFs, breaking down the pros and cons, Canadian and U.S. options, and what recent AUM trends reveal about investor demand. Tickers of stock discussed: IBIT.TO, BITO, ARKB, BTCX-B.TO, FBTC.TO, V, GIL.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.
In this episode of Tickers, Dr. Matthew Preston & Dr. Thaon Simms analyze Indies Pharma (INDIES) and its potential to reach $5 per share!
In this episode, we break down what the recent Canadian federal election results mean for investors. With Mark Carney becoming Prime Minister, we discuss the implications of continued large-scale fiscal spending, including projections that federal deficits will remain above 2% of GDP. We look at how this could act as a tailwind for certain sectors and how it will likely lead to a trade deal between Canada and the US. On the earnings side, we discuss TFI International, where acquisition-driven growth masks some deeper margin pressure and macro headwinds. We also provide an update on First Quantum and the continued importance of the Cobre Panama mine for both its business and Franco-Nevada's streaming exposure. Lastly, we share thoughts on Starbucks' ongoing turnaround, recent earnings miss, and whether there's a compelling case to be made for patient investors during its transformation. Tickers of stock discussed: SBUX, TFII.TO, FM 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.
Same-store sales are down at the coffee chain's US stores. But a successful turnaround isn't off the menu yet. (00:21) Asit Sharma and Mary Long discuss: - What to do with two minutes' extra time. - Earnings from Starbucks. - What's cooking at Wingstop. Then, (19:30), Yasser el-Shimy joins Mary for a look at Warner Brothers Discovery, in the first of a two-part series about the entertainment conglomerate and its controversial CEO. Tickers mentioned: SBUX, WING, WBD Host: Mary Long Guests: Asit Sharma, Yasser el-Shimy Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Simon and Braden share his personal framework for deciding when to sell a stock—including full exits and trims. Simon walks through 6 reasons why he would consider selling an investment. We also discuss an important metric that is very often correlated with stock returns for a copy. Simon and Braden finish the episode by discussing 3 stocks on their watchlist. One being a well known company while the two others are lesser known to north american investors. Tickers of stock discussed: SMNNY, BRK-B, TOI.V 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.
In this episode of Tickers, Dr. Matthew Preston & Dr. Thaon Simms analyze Supreme Ventures Limited (SVL) and the company's potential to return to $30 per share!
In this episode of The Canadian Investor Podcast, we break down a whirlwind week of headlines that continue to move markets. We start with the latest from the Trump administration, where the president announced plans to reduce the 145% tariffs on Chinese goods—though no specifics were given and he made it clear the rate won’t be going to zero. Markets also reacted sharply to speculation that Trump might replace Fed Chair Jerome Powell, only for him to later walk back those comments, stating Powell would remain in his role until the end of his term. We then dive into Tesla’s earnings, where the company posted a 9% year-over-year revenue decline and a 40% drop in EPS, with falling deliveries and razor-thin margins putting pressure on the stock—despite a surprising post-earnings rally. We also cover American Express, which delivered solid numbers driven by younger cardholders, and remains resilient thanks to its premium card base and growing fee revenue. Over at BlackRock, inflows hit $84 billion for the quarter. Finally, we take a look at West Fraser Timber’s results amid increasing trade uncertainty, highlighting the company’s strong balance sheet and the challenges ahead for Canadian wood product exporters. Tickers of stock discussed: WFG.TO, BLK, TSLA, AXP 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.
This week, Nathan from Dividend Watch joins us to discuss everything from high-yield strategies to sustainable yields, the psychology behind investor decisions, and even the impact of global tariffs. Plus, hear our thoughts on companies like Johnson & Johnson, Broadcom, and many more.Tickers mentioned: JNJ, AVGO, SCHD, VYM, AT&T, JEPQ, JPI, LVMH, ASML, NOVO, UN, SAP, IBM, BRBY, META, GOOG, MSFT, AAPL, SHEL, AGG, BTI.Site: https://dividend.watchLinkedIn: https://www.linkedin.com/in/nathan-hamilton-8492456/
In this special episode of Limitless Podcast, Dr. Thaon Simms & Dr. Matthew Preston celebrate our 3-YEAR ANNIVERSARY!
In this episode of Tickers from the Limitless podcast, Dr. Matthew Preston & Dr. Thaon Simms analyze Jamaica Teas (JAMT) and the potential $1 billion spin-off of its Caribbean Dreams manufacturing arm!
In this episode of Tickers, Dr. Matthew Preston & Dr. Thaon Simms analyze Lumber Depot (LUMBER) and its potential path to $5 per share!
Inflation, tariffs, recession fears, and major policy shifts. Today's market is clouded with uncertainty. But when good information is hard to come by, insider moves can provide clarity. Join Ben Silverman and Verity Senior Analyst Max Magee as they uncover how insider buying, selling, corporate buybacks, and executive compensation can help guide investors through volatile times.Tickers discussed: ORCL, JBHT, MPC, BAHIn this episode, Ben and Max explore:Oracle's unexpected insider purchase amid speculation of a TikTok deal and historical ties to government contracts.JB Hunt's logistics executive placing a substantial $10 million bet despite tariff uncertainties.Marathon Petroleum's insider action signaling optimism amid energy sector turbulence.Defense contractors like Booz Allen strategically responding to market headlines through insider buying.Edited, mixed, and scored by Calvin Marty.
In this episode of the Dividend Talk podcast, we look into the complexities of currency risks for European investors, particularly in the face of US market volatility. We also discuss a range of listener questions, touching on dividend tax, portfolio diversification, and specific stock analyses. Chapters:00:00-00:05 Introduction and Market Discussion00:05-00:10 Currency Risks and Euro Cost Averaging: 00:10-00:15 Dividend Announcements and Cuts: A rundown of recent dividend announcements from companies like Ricketts Benckiser (RKT) and Greggs (GRG).00:15-00:20 Strategies for European investors to manage currency risk, including diversification and considering European stocks. Tickers mentioned LVMH (MC.PA), SAP (SAP.DE), and ASML (ASML.AS).00:20-00:25 Portfolio Management and Currency Exchange.00:25-00:30 Discussion of reclaiming foreign dividend tax, handling small positions, and decisions on selling stocks with high returns and low yields.00:35-00:40 ESG and Sustainability Reports00:40-00:45 Analysis of Greencoat UK Wind (UKW.L), T. Rowe Price (TROW)00:45-00:50 Brookfield (BN) and Domino's (DPZ): Discussion of a Financial Times article on Brookfield and Domino's expansion in Europe.
BlackRock wants to buy ports; Trump wants to buy crypto. (00:21) Asit Sharma and Mary Long discuss: - How investors can prepare for potential “disturbance.” - BlackRock's latest acquisition. - The reasons for and against a national “strategic reserve” of cryptocurrency. Then, (14:50), Ricky Mulvey and Mary go to a crypto conference in downtown Denver. Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA Host: Mary Long Guests: Asit Sharma, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Dividend Talk, we break down the latest earnings from ASR, NN Group, Schneider Electric and VICI.We discuss the impact of pension funds shifting their investment strategies and analyse a flood of dividend hikes from top companies.We also dive into the recent turmoil at UnitedHealth Group ($UNH) and whether it's time to sell or buy the dip.Tickers discussed: $UNH, $ASRNL, $NN, $SCHN, $VICI, $BA.L, $SHELL, $KO, $WMT, $GPC, $RTX, $SAP, $BAM
In this episode, Dan Foch from the Canadian Real Estate Investor Podcast joins Simon. The duo takes a deep dive into how Canadian real estate and REITs performed in 2024 and what could shape the market in 2025. They explore why REITs and utilities underperformed compared to stock indices despite expectations of lower interest rates, the challenges posed by tight cap rate spreads, and how different real estate sectors are adapting. They also discuss key trends in residential, retail, office, industrial, healthcare, and data center real estate—highlighting risks, opportunities, and what investors should watch for in the year ahead. They also provide potential REIT ideas for exposure in specific types of real estate. Tickers of Stocks/ETFs discussed: AP-UN.TO, HR-UN.TO, GRT-UN.TO, DIR-UN.TO, SRU-UN.TO, REI-UN.TO, CSH-UN.TO, SIA.TO, NHW-UN.TO, EQIX, DLR, AMT 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.
In this episode, we break down what happened over the last week with the threat of Tariffs on Canada and Mexico. From the initial 25% tariffs on Canada and Mexico to the last-minute deals that temporarily paused them. We explain how tariffs actually work, who really pays for them, and why Canada is particularly vulnerable in this trade battle. We also explore the broader implications, from potential job losses and a weakening CAD to how this could impact future trade deals, including USMCA. Plus, we dive into Canada’s need for stronger entrepreneurship and touch on major market moves like NVDA’s $600B one-day crash and China’s growing AI dominance. Tickers of Stocks/ETFs discussed: NVDA, AMD 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.
In this episode, we discuss the recent cut of 25bps by the Bank of Canada, bringing the overnight rate to 3%. We break down the key takeaways from Tiff Macklem’s press conference, the uncertainty surrounding tariffs, and why QE could be back on the table if government spending ramps up. We also break down big tech earnings from Meta, Microsoft, and Apple, analyzing what’s driving their growth and how their AI investment strategies are evolving now that they’ve had nearly two weeks to assess DeepSeek’s newly released LLM. Finally, we discuss the latest results from CP and CN Rail, why Dan sold his CN shares for CP, and what the numbers reveal about the broader economy. Tickers of Stocks/ETFs discussed: CNR.TO, CP.TO, MSFT, AAPL, META 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.
The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like? Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book “Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son.” Ricky Mulvey caught up with Barber to discuss: - Masa Son's instincts as a salesperson and investor. - Why the founder is still driven by his roots. - Questions for anyone who's tempted to put their life savings into SoftBank. Tickers mentioned: SFTBY, NVDA Host: Ricky Mulvey Guest: Lionel Barber Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
DeepSeek’s latest AI model sent shockwaves through the market, triggering the largest single-day market cap decline in history. Simon and Dan break down what makes DeepSeek-R1 different, why its cost efficiency could challenge Nvidia’s dominance, and how this news could reshape the AI landscape. They also discuss the implications for Big Tech’s massive AI investments, the impact on power-generating companies, and whether Nvidia’s drop was an overreaction. Plus, earnings updates from American Express and Goodfood provide insight into consumer spending trends. Tickers of Stocks/ETFs discussed: NVDA, AXP, FOOD.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.
The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around? (00:14) Jason Moser and Mary Long discuss: - Why not all airlines are facing the same headwinds - GM's quarterly net loss - The just-announced partnership between X and Visa. Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss. Tickers mentioned: JBLU, UAL, DAL, GM, V Host: Mary Long Guests: Jason Moser, Robert “Bro” Brokamp, Amy Bach Engineers: Rick Engdahl, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices
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.