The Canadian Investor

In this episode of The Canadian Investor Podcast, Simon and Dan share the stocks and ETFs currently on their radar and dive into the surprising parallels between poker and investing with lessons from poker that apply to long-term investing. Ticker of stocks and ETFs discussed: WCN.TO, ZHU.TO, IXJ, VHT, PPH, IHI, IHF Check out our portfolio by going to Jointci.com [http://jointci.com] * Our Website [https://thecanadianinvestorpodcast.com/] * Our New Youtube Channel! [https://www.youtube.com/@TCIPodcastNetwork] * Canadian Investor Podcast Network Twitter: @cdn_investing [https://twitter.com/cdn_investing] * Simon’s twitter: @Fiat_Iceberg [https://twitter.com/Fiat_Iceberg] * Braden’s twitter: @BradoCapital [https://twitter.com/BradoCapital] * Dan’s Twitter: @stocktrades_ca [https://twitter.com/StockTrades_CA] Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Blossom Investor Conference [https://www.eventbrite.ca/e/blossom-investor-conference-2025-tickets-1416038321739] Apple Podcast - The Canadian Real Estate Investor  [https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127] Spotify - The Canadian Real Estate Investor  [https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894] Web player - The Canadian Real Estate Investor [https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor] Asset Allocation ETFs | BMO Global Asset Management [https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs] Sign up for Fiscal.ai [http://fiscal.ai] for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank [https://www.eqbank.ca/?utm_source=TCI&utm_medium=podcast&utm_content=desc], the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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, which continues to benefit from strong options trading volumes and solid growth from its energy and ETF data platforms.Tourmaline posts strong results despite weak natural gas prices, and signs a lucrative long-term export deal linked to European gas benchmarks.We also dig into Celestica, arguably Canada’s best-performing AI-related stock, and explain why its explosive growth may have more to run—even if customer concentration adds some risk.In the gold space, Agnico Eagle delivers another standout quarter as higher gold prices widen margins and drive profitability to record levels.Lastly, we revisit Allied Properties REIT, where payout ratios are getting dangerously close to unsustainable levels, and where asset sales and debt refinancing will be key to keeping the distribution intact. Tickers of stocks discussed: CLS.TO, X.TO, TOU.TO, AEM.TO, AP-UN.TO  Check out our portfolio by going to Jointci.com [http://jointci.com] * Our Website [https://thecanadianinvestorpodcast.com/] * Our New Youtube Channel! [https://www.youtube.com/@TCIPodcastNetwork] * Canadian Investor Podcast Network Twitter: @cdn_investing [https://twitter.com/cdn_investing] * Simon’s twitter: @Fiat_Iceberg [https://twitter.com/Fiat_Iceberg] * Braden’s twitter: @BradoCapital [https://twitter.com/BradoCapital] * Dan’s Twitter: @stocktrades_ca [https://twitter.com/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  [https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127] Spotify - The Canadian Real Estate Investor  [https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894] Web player - The Canadian Real Estate Investor [https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor] Asset Allocation ETFs | BMO Global Asset Management [https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs] Sign up for Fiscal.ai [http://fiscal.ai] for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank [https://www.eqbank.ca/?utm_source=TCI&utm_medium=podcast&utm_content=desc], the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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, and elevated valuations — they cover it all. They also dive into speculative trading trends, the resurgence of paid stock promotions, and why retail investors might be piling in at the wrong time. While not a doomsday episode, this is a grounded look at the data and sentiment driving markets in 2025.Plus: * A warning about shady paid promotions * Insights on the Buffett Indicator, insider selling, and S&P 500 concentration * Why sticking to a consistent investing strategy is more important than ever * Sectors and stocks that may offer contrarian opportunities Check out our portfolio by going to Jointci.com [http://jointci.com] * Our Website [https://thecanadianinvestorpodcast.com/] * Our New Youtube Channel! [https://www.youtube.com/@TCIPodcastNetwork] * Canadian Investor Podcast Network Twitter: @cdn_investing [https://twitter.com/cdn_investing] * Simon’s twitter: @Fiat_Iceberg [https://twitter.com/Fiat_Iceberg] * Braden’s twitter: @BradoCapital [https://twitter.com/BradoCapital] * Dan’s Twitter: @stocktrades_ca [https://twitter.com/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  [https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127] Spotify - The Canadian Real Estate Investor  [https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894] Web player - The Canadian Real Estate Investor [https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor] Asset Allocation ETFs | BMO Global Asset Management [https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs] Sign up for Fiscal.ai [http://fiscal.ai] for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank [https://www.eqbank.ca/?utm_source=TCI&utm_medium=podcast&utm_content=desc], the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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 freight challenges, Loblaws' strong performance (and controversial stock split), and Alphabet’s booming YouTube ad growth despite search disruption risks. We wrap up with thoughts on Bitcoin, gold, and why Franco-Nevada might be set up for a strong earnings surprise. Tickers of stocks discussed: TFII.TO, CNR.TO, L.TO, GOOG Check out our portfolio by going to Jointci.com [http://jointci.com] * Our Website [https://thecanadianinvestorpodcast.com/] * Our New Youtube Channel! [https://www.youtube.com/@TCIPodcastNetwork] * Canadian Investor Podcast Network Twitter: @cdn_investing [https://twitter.com/cdn_investing] * Simon’s twitter: @Fiat_Iceberg [https://twitter.com/Fiat_Iceberg] * Braden’s twitter: @BradoCapital [https://twitter.com/BradoCapital] * Dan’s Twitter: @stocktrades_ca [https://twitter.com/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  [https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127] Spotify - The Canadian Real Estate Investor  [https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894] Web player - The Canadian Real Estate Investor [https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor] Asset Allocation ETFs | BMO Global Asset Management [https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs] Sign up for Fiscal.ai [http://fiscal.ai] for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank [https://www.eqbank.ca/?utm_source=TCI&utm_medium=podcast&utm_content=desc], the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

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 outpaced Lululemon in recent years and how each brand is tackling expansion, margins, and competition. We also break down the bull and bear cases for both companies going forward and which one has the best potential returns for investors. Tickers of stocks discussed: LULU, ATZ.TO  Check out our portfolio by going to Jointci.com [http://jointci.com] * Our Website [https://thecanadianinvestorpodcast.com/] * Our New Youtube Channel! [https://www.youtube.com/@TCIPodcastNetwork] * Canadian Investor Podcast Network Twitter: @cdn_investing [https://twitter.com/cdn_investing] * Simon’s twitter: @Fiat_Iceberg [https://twitter.com/Fiat_Iceberg] * Braden’s twitter: @BradoCapital [https://twitter.com/BradoCapital] * Dan’s Twitter: @stocktrades_ca [https://twitter.com/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  [https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127] Spotify - The Canadian Real Estate Investor  [https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894] Web player - The Canadian Real Estate Investor [https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor] Asset Allocation ETFs | BMO Global Asset Management [https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs] Sign up for Fiscal.ai [http://fiscal.ai] for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank [https://www.eqbank.ca/?utm_source=TCI&utm_medium=podcast&utm_content=desc], the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.