The Canadian Investor

In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of market news, starting with the latest developments at the Cobre Panama mine and what an orderly closure could mean for First Quantum and Franco-Nevada. Pasted text
They also dig into the controversial acquisition of Slate Grocery REIT, including the timing of its distribution suspension just days before a takeover was announced. From there, they look at Oracle invoking force majeure on a massive AI data centre project and what growing power, permitting and infrastructure bottlenecks could mean for the broader AI buildout.
Finally, they discuss Anthropic’s potential $2 trillion IPO valuation, extended trading hours coming to Canadian markets, and why FICO’s long-standing regulatory moat is suddenly under serious pressure as VantageScore gains traction.
Stocks discussed: FM.TO, FNV.TO, SGR.UN.TO, BRX, ORCL, OWL, X.TO, FICO

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Discount retailers are benefiting as consumers increasingly look for value—but not every discount business is created equal.
In this episode, we rank 12 major discount retailers from S to F tier based primarily on business quality. We look at margins, returns on capital, competitive advantages, private-label strategies, store expansion and the business models that separate the strongest operators from the struggling ones.
We also dig into why TJX’s opportunistic buying model is so effective, what makes Costco and Walmart difficult to compete with, and why aggressive store expansion has backfired for some retailers.
Stocks discussed: DLTR, DOL.TO, FIVE, DG, SVV, WINA, TJX, TGT, WMT, COST, MRU.TO, L.TO
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Check out our portfolio by going to Jointci.com
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Our New Youtube Channel!
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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We sit down with famed short seller Mark Cohodes for a wide-ranging and at times heated discussion about the risks he sees building in Canada.
Cohodes explains why he's short CIBC, revisits his famous Home Capital short, and lays out his concerns about Canadian housing, bank valuations and the possibility that financial institutions become another pressure point in escalating U.S.-Canada tensions. Ben Rabidoux also joins the conversation to offer his perspective on Canadian banks, housing and credit risk.
We also get Mark's take on the AI boom, why he believes it has bubble-like characteristics, and how investors should think about risk when markets appear priced for very little to go wrong.
Note: This episode contains explicit language and strong opinions from our guests that do not necessarily reflect the views of the hosts.
Stocks discussed: CM.TO, TD.TO, GSY.TO, GS, JPM, DB, HSBC, GLASF
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Check out our portfolio by going to Jointci.com
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Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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In this episode, we break down the latest Canadian and U.S. ETF flows, including growing demand for fixed income, gold and crypto, while looking at a notable shift in capital toward Canadian markets. We also dig into a U.S. homebuilder Berkshire Hathaway has been buying, a fast-growing Canadian fashion retailer, a tiny Mexican discount retailer attracting investor attention, and WSP walking away from a major acquisition.
Stocks/ETFs discussed: LEN, GRGD, WSP, PESO.V, CASH, HSAV, ZMMK
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Check out our portfolio by going to Jointci.com
Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
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Asset Allocation ETFs | BMO Global Asset Management
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In this episode, Simon and Dan go deep on two Canadian companies with very different investment stories.
Simon breaks down an under-the-radar Canadian compounder with a surprisingly diverse business spanning labels, RFID technology, packaging and even polymer banknotes. Dan looks at a company that has become a major beneficiary of the data-centre boom—but whose explosive growth also brings some important risks. Pasted text
They discuss each company's business model, growth outlook, margins, balance sheet, valuation, competitive position and the biggest risks investors should understand.
Stocks discussed: CCL Industries (CCL.B.TO), Hammond Power Solutions (HPS.A.TO)
Subscribe to our Our New Youtube Channel!
Check out our portfolio by going to Jointci.com
Our Website
Our New Youtube Channel!
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @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
Spotify - The Canadian Real Estate Investor
Web player - The Canadian Real Estate Investor
Asset Allocation ETFs | BMO Global Asset Management
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See omnystudio.com/listener for privacy information.