logo
episode-header-image
Jul 2024
19m 13s

Canada's Market: Apathy Means Opportunit...

The Motley Fool
About this episode

It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market. 


(00:21) Jim Gillies and Dylan Lewis discuss:


- How the TSX stacks up to the S&P 500 so far in 2024.

- Why investor apathy in Canada is creating some low valuations and great buying opportunities.

- Two Canadian stocks to watch: MTY Brands and Kit’s Eyewear


Companies discussed: BMO, BNS, RY, ENB, SHOP, MTY, KITS


Host: Dylan Lewis

Guests: Jim Gillies

Producer: Ricky Mulvey

Engineers: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Yesterday
Taiwan Semi’s $100 billion plan and housing is hot!
Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping. Tyler Crowe and Matt Frankel discuss: - Taiwan Semiconductor’s most recent earnings report - The torrid pace of AI spendi ... Show More
22m 6s
Jul 9
Starbucks' China Challenge and Decoding Meta's AI Push
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 eyewea ... Show More
20m 38s
Jul 8
Is Amazon the Best Prime Day Deal?
Looking at the company and stock behind the summer shopping event. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - The Aug.1 tariffs - This year’s four-day Prime Day (and whether Amazon stock is a deal) - Elon Musk’s political party and Tesla - Bold predictions ... Show More
15m 6s
Recommended Episodes
Mar 2023
Recession Warnings from Retail and Canadian Banks Roundup
In this episode, we talk about the recent news that Nordstrom will be winding down its Canadian operations. We then look at some recent earnings including Live Nation, Intuit, Canadian Banks and several retail companies. Symbols of stocks discussed: LYV, JWN, COST, WMT, TGT, HD, ... Show More
49m 43s
Aug 2024
Canadian Banks Set More Aside for Bad loans
In this episode of The Canadian Investor, we look at the latest Canadian CPI data and discuss the Fed's recent shift in focus from inflation to labor market concerns, shedding light on what this could mean for future policy. We also discuss Algonquin Power's decision to sell its ... Show More
51m 26s
Feb 2024
These 4 Quebec Rollups have Crushed the TSX
Welcome back to the Canadian Investor podcast with your hosts, Simon and Braden! In this episode, they dive headfirst into the captivating universe of Quebec-based rollups, exploring why some of these companies have emerged as the best-performing stocks on the TSX over the last f ... Show More
50m 11s
Jun 2023
VREP #378 | Will Canadian Real Estate Prices Drop in the Second Half of 2023? With Royal LePage President Phil Soper
Market forecasting is hard but some analysts seem to consistently get it right. Meet Phil Soper, President and CEO of Royal LePage. Phil and his team have consistently put out regional and national market reports that provide useful analysis you can trust.This week, Phil sits dow ... Show More
1h 8m
Jul 2023
Canadian Inflation Drops Below 3% and Tech Mergers
We are back with our regular Thursday episode where we talk about news and earnings in the investing world. We start off by talking macro with the Canada June CPI print and Bank of Canada rate increase. We then give an update on the Microsoft/Activision-Blizzard deal and Constell ... Show More
52m 59s
Feb 2023
Spicy Hot Retirement Takes for Canadians
In this episode, Simon gives an update to the retirement dividend income portfolio. We then talk about some controversial retirement hot takes. We wrap up the episode by talking about RESP and what Simon is doing for his daughter. Symbols of stocks discussed: BEPC.TO, BIPC.TO, DL ... Show More
1h 1m
Nov 2022
A Blockbuster Acquisition & Canadian Retail Giants
In this episode, we talk about a blockbuster Canadian acquisition. We also discuss earnings from some well known Canadian stocks, the latest Canadian CPI numbers and some more FTX news. Tickers of stocks discussed: HCG.TO, DIS, L.TO, ATD.TO, ZM, DCBO.TO, ANF, CTC-A.TO Shakepay Bi ... Show More
54m 37s
Jul 2024
Does Salesforce need a rebrand?
James Carbary (founder of Sweet Fish Media) sits down with John Morris(Vice President of Brand & Demand Marketing at TTSG), Sara Pion(Head of Web Experience at Dandy), and Nathan Burke(CMO at Nagomi Security) to discuss how Salesforce could better excite the market with a more co ... Show More
18m 13s
Apr 2021
Jas Takhar
Jas Takhar is one of Canada's top 1% brokers. He manages a large team in Toronto. On today's show we're talking about the market cycle and how investors should be looking at the dynamics in one of North America's fastest growing cities.  
19m 28s
Aug 2023
Best Businesses in the World A to Z (List)
In this episode of the Canadian Investor, Simon and Braden provide the best businesses in the world for every letter of the Alphabet Symbols of stocks discussed: AAPL, BRK-B, DE, META, HD, JNJ, LMT, MA, PEP, INTU, ROP, SPGI, TSM, UH, UNH, V, WMT, GOOG, ASML, ETSY, DIS, CNR.TO, RA ... Show More
52m 22s