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
Sep 2023
Enbridge to Become Largest Gas Utility in North America
In this episode of the Canadian Investor Podcast, we start by talking about the Bank of Canada pause, Enbridge’s acquisition of dominion gas storage and utility assets and the instacart IPO.
Symbols of stocks discussed: CART, ENB.TO
Check out our portfolio by going to Jointci.com ... Show More
50m 23s
Jun 16
CP vs. CNR: Which Canadian Railway Is the Better Investment?
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 ... Show More
55m 12s
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
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
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
Nov 2023
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
Nicholas Glinsman, veteran macro investor and co-founder at Malmgren-Glinsman Partners, returns to Forward Guidance to update his views on fixed-income and the economy. He argues that shorting the yen // buy non-yen-denominated assets trade, the “greatest carry trade in the world ... Show More
1h 10m
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