The Canadian Investor
By Braden Dennis & Simon Belanger
Head to getstockmarket.com to try out Stratosphere.
The Canadian InvestorMay 24, 2021
6 stocks to own forever and investing on margin
We start this episode with some recent canadian stock news. Braden then talks about the similarities between baseball and stock investing. Simon explains how margin investing works and we finish the episode by going over 6 stocks that we would hold for the next decade and beyond.
Ticker of stock discussed:
CP.TO, CNR.TO, HEXO.TO, NRTH.V, CSU.TO, TCEHY, V, BEPC.TO, SHOP.TO, ETSY
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
8 lessons from Buffett and Blackberry
We start this episode by discussing volatility in the markets, why you should embrace it as a long term investor and why you shouldn’t be using stop losses. We then do a review of Blackberry and say if we think it is a worthwhile investment or not. Blackberry was the winner of a twitter poll (@cdn_investing) we recently did to know which company our listeners wanted us to review. We finish the episode with some takeaways from the recent Berkshire Hathaway Annual General Meeting.
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
Real estate and stock investing with Robert Leonard
In this episode we had the privilege of interviewing Robert Leonard from The Investor’s Podcast Network. Robert is the host of Millennial Investing and Real Estate 101. The discussion started with Robert explaining how he became a podcast host. We then talked about stock investing and finished our interview by talking about real estate investing.
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- theinvestorspodcast.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
Q1 earnings season and TCI Index update
In this episode we go over the big tech Q1 earnings release and a few other names. We then go over the returns of the Canadian Investor Podcast Index from last year and what the names have returned since last year.
Tickers of stocks discuss:
AAPL, SHOP.TO, GOOG, FB, AMZN, FD.V, TDOC, QSR.TO, CNR.TO, APHA.TO, PINS, DOO.TO, CHWY, JD, SPOT, SHOP.TO, SJ.TO, WEED.TO, BEP-U.TO, MA, BAM, CSU.TO, MCO, DSG.TO, ROP, CHD, AC.TO, T.TO, CNR.TO, CAR-U.TO, ENGH.TO, AQN.TO, DLR
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
When to sell, Ethereum ETF and CNR makes a bid for KSU
In this episode of the Canadian Investor Podcast we start by talking about Canadian National Railway’s bid for Kansas City Southern. Simon then gives an overview of Ethereum and the recent Ethereum ETF listings on the TSX. We finish the episode with a discussion on when to sell a position.
Tickers of stocks discuss:
CNR.TO, CP.TO, KSU, ETHH.TO, ETHR.TO, ETHX-B.TO
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
GFL and 5 ETF to get exposure on growing sectors
In this episode of the Canadian Investor Podcast we start by talking about the Coinbase direct listing and the Air Canada bailout. We then transition over to some ETFs and Baskets of stocks to get exposure to growing sectors of the stock market. Braden finishes the episode with a deep dive into GFL.
Tickers of stocks discuss:
COIN, AC.TO, SHOP.TO, KWEB, PSCT, ARKG, GNOM, DLR, EQIX, AMT, SBAC, EBLU, GFL.TO
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
Coinbase, SPACs and investment checklist
We’re back with another episode of the Canadian Investor Podcast! This week we start by talking about the upcoming Coinbase direct listing and some news. We then go over some of the items on our checklist we go through before starting a position in a new stock. We finish the episode by explaining what Special Purpose Acquisition Companies (SPAC) are and how they differ from the traditional IPO.
Tickers of stocks discuss:
COIN
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
The risks of leverage and free cash flow with Andrew Sather
We’re back this week with some recent stock market news followed by an interview with Andrew Sather form the Investing for Beginners Podcast.
Tickers of stocks discuss:
AC.TO, CSU.TO, SPG, TOI.V, TSLA, GME, GS, HD
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- https://einvestingforbeginners.com/
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
Mailbag episode - ETFs, payments, gaming, bonds and more!
We’re back this week with another mailbag episode. We answer voicemail questions left by our listeners. We received some great questions on ETFs, retirement, payment companies, gaming companies, screeners, forex & bonds.
Tickers of stocks and ETF discussed:
CP.TO, VCN.TO, VUN.TO, CRE.TO, VAB.TO, IVV, IGBL, XUU.TO, XIC.TO, VTI, ITOT, XAW.TO , TCEHY, U, SLGG
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
- https://stratosphereinvesting.com/blog/how-to-convert-cad-to-usd-norberts-gambit-questrade
A basket of stocks for the creator economy
In this week’s episode, we start by talking about some recent news and pump and dump scams on the TSX Venture exchange. Simon then makes the case for putting money into a TFSA over an RRSP. We finish the episode with a basket of stocks to bet on for the growing creator/solopreneurs economy.
Tickers of stocks discussed:
RCI-B.TO,SJR-B.TO, FVRR, UPWK, ETSY, TWTR
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
RESP and 12 stocks to watch for a reopening economy
In this week’s episode, Simon breaks down Registered Education Savings Plans (RESP). We then talk about twelve companies that should benefit from a reopening economy.
Tickers of stocks discussed:
MA, V, DIS, IDG.TO, LYV, FUN, SIX, SU.TO, BKNG, EXPE, BPY-UN.TO, GOOG
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
Links mentioned:
Gov. of Canada RESP website:
https://www.canada.ca/en/services/benefits/education/education-savings/resp.html
CESG application site:
https://www.canada.ca/en/services/benefits/education/education-savings/savings-grant.html
Canada Learning Bond:
https://www.canada.ca/en/services/benefits/education/education-savings/savings-grant.html
CNBC Stimulus Check Survey:
https://www.cnbc.com/2021/03/08/how-the-young-plan-to-spend-stimulus-checks-deutsche-bank.html
Growth stocks to watch for a pullback & Unity Software
In this week’s episode, we start with by discussing some growth stocks on our watchlist to keep an eye on if this pullback continues. We finish the episode by a breakdown of Unity by Braden.
Tickers of stocks discussed:
TDOC, ETSY, MELI, CRM, SPOT, ADBE, ADSK, U, BEP-UN.TO, BEPC.TO, NEE, AY
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
Earnings, Canadian telemedicine play and 100 baggers
In this week’s episode we start with by discussing some recent earnings & news including canadian banks, GFL, Teladoc, Roku & The Trade Desk. Simon gives his thoughts on the Cloud MD, a canadian telemedicine play. Braden finishes the episode with his takeaways of the book 100 Baggers.
Tickers of stocks discussed:
TTD, ROKU, TDOC, DOC.V, GFL.TO, WELL.TO
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
The importance of position sizing when investing
In this week’s episode, we talk about some recent earnings releases and news. We then talk about position sizing, how we approach it in our own portfolio and how it can help you mitigate risk.
Tickers of stocks discussed:
SHOP.TO
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
10 metrics that will help you pick stocks
In this week’s episode, we talk about some recent earnings releases and news. We then talk about 10 metrics worth looking at when looking to start a position in a company.
Tickers of stocks discussed:
BIPC.TO, BIP-UN.TO, CSU.TO, BAM-A.TO, BEPC.TO, EQB.TO
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
BEP, Paypal, Facedrive and two great investing concepts
In this week’s episode, we discuss Paypal’s and Brookfield Renewable Partners recent earnings release. Braden gives his thoughts on Facedrive’s as an investment. We then discuss a few RRSP concepts as well as the upcoming March 1st CRA deadline to apply contributions to the 2020 tax year. We finish the episode by talking about two concepts that should help you identify businesses that represent a good long term investing thesis.
Tickers of stocks discussed:
GME, PYPL, BEP-UN.TO, BEPC.TO, FD.V
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
The GameStop Saga - WSB vs. Wall Street
We just couldn’t avoid talking about what is making business news around the world. In the episode, we give our thoughts on Wall Street Bets vs. the big hedge funds and how it’s playing out with GameStop. We also discuss a few big tech companies that recently released their year end results.
Tickers of stocks discussed:
GME, MSFT, AAPL, FB, TFII.TO, AMC, CGX.TO
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon’s twitter: @Fiat_Iceberg
- Braden’s twitter: @BradoCapital
Mailbag episode - Bitcoin, TFSA, Starting a stock portfolio and more!
In this week’s episode we answer listener questions that were sent to us on anchor. We answer questions on diversification, bitcoin, RRSP, TFSA, investment books and getting started with investing in the stock market.
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Getstockmarket.com
- Candian Investor Pod Twitter: @cdn_investing
- Simon twitter: @Fiat_Iceberg
- Braden twitter: @BradoCapital
- Get rich with dividends book
Two great stocks that start with the letter A
It’s another week in 2021 and it’s another week jam packed with news and of course, we had to talk about some of the news that caught our attention in the past week. We then go on to discuss why we both like Axon Enterprises and Autodesk. These two companies made a transition to a recurring revenue model in the past decade which is starting to accelerate growth in both cases.
We hope that you enjoy this episode of the Canadian Investor Podcast!
Tickers of stocks discussed: ADSK, AAXN, GME, ATD-B.TO, CSU.TO
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Anchor voice message: https://anchor.fm/the-canadian-investor/message
- Twitter: @cdn_investing
- Getstockmarket.com
Breaking down inflation and network effects
We start by talking about the first week of 2021 which was completely crazy! We then have a discussion on inflation and how it impacts you. We finish the episode by talking about how powerful network effects can be.
Tickers of stocks discussed: ETSY, FB, MA, V, GOOG, MTCH, TSLA, AMZN
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Anchor voice message: https://anchor.fm/the-canadian-investor/message
- Twitter: @cdn_investing
- Getstockmarket.com
Ten stocks to watch in 2021
In our first episode of 2021, we talk about stocks that we are keeping an eye on for the new year.
Tickers of stocks discussed:
MSTR, SQ, AC.TO, TDOC, DOCU, ZM, BIP-UN.TO, BEP-UN.TO, SU.TO, HD, TTD, ISRG, U, MTCH, CSU.TO
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Anchor voice message: https://anchor.fm/the-canadian-investor/message
- Twitter: @cdn_investing
- Getstockmarket.com
What matters and what doesn’t when buying stocks
In our last episode of 2020, we talk about various things you might hear from the financial media and what you should and shouldn’t pay attention to.
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
- Anchor voice message: https://anchor.fm/the-canadian-investor/message
- Twitter: @cdn_investing
- Getstockmarket.com
Year in review and 2021 Bold Predictions!
In this episode we discuss some of the unexpected things that happened in the investing world in 2020. We look back at episode 5 and see how well our 2020 predictions fared after a crazy 2020 year. We finish the episode with some 2021 bold predictions!
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
Tickers of stocks discussed
TFII.TO, GFL.TO, WSP.TO, AAPL. SNC.TO, TSLA
- Anchor voice message: https://anchor.fm/the-canadian-investor/message
- Twitter: @cdn_investing
- Getstockmarket.com
- Episode 5: https://anchor.fm/the-canadian-investor/episodes/Episode-5---Personal-debt-and-bold-predictions-for-2020-eiop65
Mailbag episode - Investment mistakes, ESG and more!
In this episode, Simon and Braden give their take on some great listener questions.
Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message!
Tickers of stocks discussed:
CRM, WORK, TD, WSP.TO, BIDU, KMI, HSE.TO, ZEB.TO,
- Anchor voice message: https://anchor.fm/the-canadian-investor/message
- Twitter: @cdn_investing
- Getstockmarket.com
- https://www.canada.ca/en/revenue-agency/programs/about-canada-revenue-agency-cra/compliance/digital-currency/cryptocurrency-guide.html
- Norbert’s Gamit: https://stratosphereinvesting.com/blog/how-to-convert-cad-to-usd-norberts-gambit-questrade
A basket of 15 stocks to get started with
In this episode, we provide 15 stocks that we think will perform well over the long term and are a great starting point for a new self-directed investor. These stocks are all businesses that we love and that we think will be thriving for years to come!
Tickers of stocks discussed
TCEHY, PYPL, SQ, ADSK, BAM-A.TO, CSU.TO, MA, GOOG, V, BIP-UN.TO, HD, DLR, EQIX, CNR.TO, CP.TO
- Anchor voice message: https://anchor.fm/the-canadian-investor/message
- Twitter: @cdn_investing
- Getstockmarket.com
Bitcoin, OTC stocks and our investing process
We start the episode by discussing some recent news. We then talk about the rise of crypto currency and more specifically Bitcoin in 2020. Then we go back to last week’s episode and revisit Wellhealth Technologies after uncovering new information on its past businesses. We then go into detail about our investment process and what we review before starting a position in a new company. We finish the episode by answering a listener question about over the counter (OTC) stocks.
Tickers of stocks discussed
SHOP.TO, WELL.TO, TDOC, TCEHY, PYPL, SQ, AAPL, WFT.TO, OSB.TO, CSU.TO
- Twitter: @cdn_investing
- Getstockmarket.com
Is WELL Health a worthwhile telemedicine play?
In this episode we start by discussing some recent news including the positive vaccine news just announced by Pfizer. We then talk about WELL Health Technologies which is one of the most requested companies by our listeners and how it compares to other players in the telemedicine space.
Tickers of stocks discussed:
SHOP.TO, PFE, WELL.TO, TDOC
- Twitter: @cdn_investing
- Getstockmarket.com
Tencent and should you own or rent your home?
We are back with another episode of the Canadian Investor. This week, we dive into the Chinese behemoth that is Tencent Holdings. And then, should you own or rent a home? We breakdown what you should be looking at to know if owning or renting makes the most sense from a financial perspective.
Tickers of stocks discussed
TCEHY
- Twitter: @cdn_investing
- Getstockmarket.com
Canadian industrials & another profitable marijuana play
We are back without any audio issues! We start the episode by talking about some of the recent news & headlines. Braden breaks down four interesting Canadian Industrial companies and we finish the episode by talking about another profitable company cannabis/marijuana exposure.
Tickers of stocks discussed:
QSR.TO, SHOP.TO, TFII.TO, TIH.TO, WSP.TO, MG.TO, SAP, HSE.TO, CVE.TO, IIPR
Twitter: @cdn_investing
Getstockmarket.com
2020 U.S. election and a profitable marijuana play
We start the episode by talking about some recent headlines. We look at a profitable company that has exposure to the marijuana & cannabis space. Then we discuss what kind of impact the 2020 U.S. Election could have on your investment. To finish the episode, we bring back our Tip of the D’eh!
Tickers of stocks discussed: GOOG, PYPL, MSFT, SQ, STZ, WEED.TO
Twitter: @cdn_investing
Getstockmarket.com
MAGA, the trillion dollar club and should you buy BEP or BEPC
MAGA(Microsoft, Amazon, Google & Apple), the trillion dollar club! It’s not a political podcast and we’re not about to start a few weeks before the U.S. Election.
In the episode, we list buckets of companies to look at by sector including some undervalued sectors such as oil and gas. Simon finishes the episode to answer questions we’ve been getting about BEP and BEPC.
Tickers of stocks discussed : MSFT, AAPL, GOOG, AMZN, BEPC.TO, INE.TO, RNW.TO, BEP-UN.TO, FSLR, SIE.DE, VWDRY, AY, AQN.TO, BLDP.TO, XOM, CNR.TO, CP.TO, CSX, UNP, KMI, ENB.TO, CVX, SU.TO, TFII.TO, DSG.TO, KSX.TO
Twitter: @cdn_investing
Brookfield tax information document: https://bep.brookfield.com/stock-and-distribution/tax-information
Big Gains in Video Games
After a one week hiatus, we are back with a new episode of The Canadian Investor Podcast! In this longer than usual episode, we talk about the video game industry and where we think this long term trend is going. We finish the episode with a discussion on the canadian banking sector.
Tickers of stocks discussed : TTWO, EA, MSFT, ATVI, U, NTDOY, SNE, NVDA, TCEHY, SE, AMZN, GOOG, FB, TD.TO, BNS.TO, LB.TO, CM.TO, RY.TO
Thinking rationally when investing
ETFs to consider and how to get some returns on your cash
A look at our stock portfolio and watchlist
Tickers of stocks discussed : BAM-A.TO, BEP-UN.TO, BIPUN.TO, TDOC, PYPL, MA, V, ADSK, ROP, CSU.TO, SQ, BLK, MCO, X.TO, GOOG, AAPL, ATVI, TCEHY, ISRG, AAXN, PSCT
Investing mistakes and investing checklist
Berkshire’s recent moves and back to the basic with ratios
Tickers of stocks discussed : LVGO, ENGH.TO, OTEX.TO, WFC, BAC, JPM, WSP.TO, DLR, ABX.TO, STOR, AMZN, AAPL, BRK-B
Teladoc & Livongo merger, fraud and Canada’s best performing tech stocks
Tickers of stocks discussed : TDOC, LVGO, DCBO.TO, FD.V, REAL.TO, SHOP.TO, BLDP.TO, KXS.TO, ENGH.TO, MAXR.TO, DSG.TO
Overlooked areas of the stock market with Andrew Sather
We hope that you enjoy the episode!
Tickers of stocks discussed : UFPI, WHR, PHM, DHI, TOL
Digital Realty, Enghouse and BEP stock split
We hope that you enjoy the episode!
Tickers of stocks discussed : BEP, BEP-UN.TO, BEPC.TO, BEPC, ENGH.TO, DLR, EQIX, COR, AMT
Secular trends that provide long-term investing opportunities
We hope that you enjoy the episode!
Tickers of stocks discussed : V, MA, MELI, PYPL, SQ, TDOC, AMZN, AAPL, ISRG, ILMN, BMY, CRSP, NVTA, ATVI, TCEHY, SE, BKNG, LYV, DIS, SPCE, HEXO.TO, WEED.TO, APHA.TO, ACB.TO. CSU.TO, OTEX.TO, ENGH.TO, ROP, LMT
Converting CAD to USD and stock options basics
Tickers of stocks discussed : TDOC
Breaking down Brookfield Asset Management
Tickers of stocks discussed : BAM, BAM-A.TO, BEP, BEP-UN.TO, BIP, BIPC, BIP-UN.TO, BIPC.TO, BPY, BPY-UN.TO, BBU-UN.TO, BBU
H&R Reit and investing in oil and gas companies
Gold, Docebo and investing a lump sum for retirement
Enjoy the episode!
Tickers of stocks discussed : DCBO.TO
Sell rules and Spotify
Tickers of stocks mentioned : BPY, BPY-UN.TO, BAM, BAM-A.TO, BEP, BEP-UN.TO, BIPC, BIP, BIPC.TO, BIP-UN.TO, NFI.TO, SPOT, BBU, BBU-UN.TO, AP-UN.TO
TCI Index update and backtest
Unveiling of The Canadian Investor Index
Thank you to all of those who sent in stock picks for the index!
The Canadian Investor Podcast Index Announcement
Canada vs. U.S. Series - Let’s talk garbage!
Enjoy the second installment of our Canada vs. U.S. series!
Tickers of stocks mentioned : WCN, WCN.TO, WM