In this quarterly “stocks on our radar” episode, we’re joined by Braden Dennis as each of us brings one investment idea to the table. Before diving into the stocks, we discuss major breaking news in AI and private markets, including reports of a potential SpaceX IPO and OpenAI’s massive new funding round at an eye-popping valuation.

We then shift to our featured companies. Braden introduces QXO, a roll-up led by serial entrepreneur Brad Jacobs targeting the fragmented building products industry. Simon looks at Siemens Energy, a global player benefiting from rising demand for power infrastructure, while navigating challenges in its wind segment. Dan rounds things out with Dollarama, exploring whether recent weakness is a temporary blip or a longer-term shift in consumer behavior.

We also discuss broader themes including AI commoditization, capital allocation, energy demand, and how changing consumer habits could permanently impact retail.

Tickers of stocks discussed: QXO, Siemens Energy (SMERY / ENR), Dollarama (DOL.TO)

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• Dan’s Twitter: @stocktrades_ca

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In this episode, we break down a volatile week in the markets as the Nasdaq briefly entered correction territory before rebounding sharply, highlighting just how headline-driven markets have become amid geopolitical uncertainty.

We discuss the growing divergence beneath the surface of major indices, with equal-weighted strategies outperforming as mega-cap tech names experience significant drawdowns. We also revisit the AI investment debate and how rising energy costs could impact the long-term economics of data center buildouts.

On the earnings side, we dive into Nike’s disappointing results, including margin compression, declining sales in key regions like China, and a challenging turnaround strategy as the company pivots back toward wholesale.

We also examine Air Canada’s leadership change, with CEO Michael Rousseau announcing his retirement amid rising fuel costs and what looks to be a difficult operating environment for airlines going forward.

Finally, we close with a deep dive into GoEasy’s latest earnings release. While much of the damage was pre-announced, major concerns remain around LendCare, surging charge-offs, restated financials, and what this means for the company’s future. We break down what’s changed, what hasn’t, and whether this situation could worsen from here.

Tickers of stocks discussed:
Nike (NKE), Air Canada (AC.TO), GoEasy (GSY.TO), Shopify (SHOP.TO), Thomson Reuters (TRI.TO), Apple (AAPL), Microsoft (MSFT), Meta (META), Alphabet (GOOGL)

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• 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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Markets remain highly volatile as the Iran conflict drives one of the largest oil supply disruptions in decades. We break down what’s happening in energy markets, why this shock could last longer than expected, and how it may impact global growth, inflation, and investor portfolios.

We then shift to actionable ideas, discussing ETFs and sectors that could help navigate this environment, including energy, utilities, consumer staples, and defense. We also explain why Canadian oil producers like Canadian Natural Resources, Suncor, and Cenovus may be particularly well positioned given the current backdrop.

Finally, we debate Wealthsimple’s new prediction markets feature and whether it crosses the line from investing into gambling. Is this just the evolution of retail investing—or a step too far?

Tickers discussed:
CNQ.TO, SU.TO, CVE.TO, IMO.TO, ZEO.TO, XEG.TO, VDE, XLE, ZUT.TO, XUT.TO, VPU, XST.TO, STPL.TO, ZXLP.TO, XAD.TO, SHLD.TO

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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!

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Markets remain highly volatile as the Iran conflict drives one of the largest oil supply disruptions in decades. We break down what’s happening in energy markets, why this shock could last longer than expected, and how it may impact global growth, inflation, and investor portfolios.

We then shift to actionable ideas, discussing ETFs and sectors that could help navigate this environment, including energy, utilities, consumer staples, and defense. We also explain why Canadian oil producers like Canadian Natural Resources, Suncor, and Cenovus may be particularly well positioned given the current backdrop.

Finally, we debate Wealthsimple’s new prediction markets feature and whether it crosses the line from investing into gambling. Is this just the evolution of retail investing—or a step too far?

Tickers discussed:
CNQ.TO, SU.TO, CVE.TO, IMO.TO, ZEO.TO, XEG.TO, VDE, XLE, ZUT.TO, XUT.TO, VPU, XST.TO, STPL.TO, ZXLP.TO, XAD.TO, SHLD.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!

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Asset Allocation ETFs | BMO Global Asset Management

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In this episode, we break down what goeasy’s collapse could signal for the broader Canadian economy and banking sector.

We revisit past Canadian bank failures, connect them to today’s rising job losses and economic weakness, and explain why subprime lenders tend to crack first in a downturn.

We also discuss whether Canadian banks could face headwinds after a strong run, and compare Goeasy to Propel to assess risks across alternative lenders.

Tickers: GSY.TO, PRL.TO, RY.TO, NA.TO, CM.TO

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• 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!

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The Bank of Canada kept rates unchanged, but the bigger story may be just how stuck policymakers are becoming. We discuss weakening growth, stubborn pockets of inflation, higher energy prices, and what the latest CPI data says about the Canadian economy.

We also break down Alimentation Couche-Tard’s latest earnings and why the market was underwhelmed despite decent headline growth. Same-store sales, consumer pressure, and slowing organic momentum remain key issues.

We then turn to Adobe and The Trade Desk, looking at Adobe’s AI strategy and leadership transition, and why new concerns around Trade Desk are putting added pressure on investor confidence.

Tickers discussed: ATD, ADBE, TTD

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• 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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In this episode of The Canadian Investor Podcast, we break down Constellation Software’s latest earnings and conference call, including what management had to say about AI, software pricing, acquisition strategy, and why the company may be looking more closely at public market opportunities.

We then shift to the growing stress in private credit. We discuss new data showing record default rates in 2025, redemption pressure hitting major private credit funds, and what recent moves by BlackRock and Blackstone may be signaling for the broader market. We also talk about the incentives behind private credit funds, liquidity risks, and why many investors may not fully understand what they own.

Finally, we wrap up with Canadian Natural Resources’ latest results, highlighting strong production growth, free cash flow, dividend growth, and why elevated oil prices continue to support the Canadian energy sector.

Tickers mentioned: CSU.TO, SABR, BLK, BX, CNQ.TO

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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!

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In this episode of The Canadian Investor Podcast, we break down the stunning collapse in Goeasy after the company shocked investors with a major financial update ahead of earnings. What was expected to be a gradual deterioration turned into a full-blown blow-up, with sharply higher charge-offs, a suspended dividend and buyback program, withdrawn guidance, potential restatements of past financials, and debt covenant issues that could become existential for the business.

We walk through the key details from the release, why the market reacted so violently, and why the company’s comments around LendCare, delinquent loans, and prior reporting practices raise even more questions. We also revisit the red flags we had been discussing for months, including ballooning interest receivables, aggressive loan book growth, and the growing disconnect between goeasy’s reported performance and the broader credit environment.

To finish on a more positive note, we also discuss strong results from Franco-Nevada and what higher gold prices could mean for the royalty giant going forward.

Tickers discussed: GSY.TO, FNV.TO

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• 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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