Episode 510
In this episode, we kick things off with a quick look at the newly imposed 35% tariffs by the U.S. on Canadian goods.We then break down earnings from some key Canadian names, starting with TMX Group,…
Published on 1 month ago
Episode 509
In this episode, Simon and Dan go deep into the growing signs that point to a potential market top. From narrow market leadership and the return of meme stocks to rising margin debt, IPO activity, an…
Published on 1 month, 1 week ago
Episode 508
In this episode, Simon and Dan cover a range of earnings updates, starting with Canadian National Railway's lowered guidance and what it could mean for CP Rail. We then dive into TFI International’s …
Published on 1 month, 1 week ago
Episode 507
In this episode, we compare two of Canada's most successful fashion retailers, Lululemon and Aritzia. We dive into their history, growth trajectories, and financials, highlighting why Aritzia has out…
Published on 1 month, 2 weeks ago
Episode 506
In this episode, we start by breaking down the year-to-date performance of major asset classes, including equities, gold, Bitcoin, and bonds. We then dive into why Couche-Tard’s $47B bid for Seven & …
Published on 1 month, 2 weeks ago
Episode 505
Following up on our recent RESP segment, Simon answers a listener question about RESPs. We go deep on how to maximize government benefits like the CESG and Canada Learning Bond, and outline smart app…
Published on 1 month, 3 weeks ago
Episode 504
In this episode of the Canadian Investor Podcast, we break down Canada’s latest CPI report, which shows inflation ticking up slightly to 1.9% and core inflation remaining sticky at 3%. We talk about …
Published on 1 month, 3 weeks ago
Episode 503
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 Tr…
Published on 1 month, 4 weeks ago
Episode 502
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…
Published on 2 months ago
Episode 501
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, highli…
Published on 2 months ago
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