In this release of the Canadian Investor Podcast, we cover the following topics:
We look at 7 travel stocks to see how their business has evolved since the start of the pandemic
Braden looks at how AirBnB started, where its business is at and what the future might hold
We finish the episode by looking at 3 thematic ETFs for exposure to the travel and leisure industry

Tickers of stocks discussed: ABNB, BKNG, FUN, MTN, AC.TO, CCL, MAR, AWAY, CRUZ, TRVL.TO

Check out our portfolio by going to Jointci.com
Our Website
Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

Sign up to Stratosphere for free 🚀 our platform for self-directed stock investing research.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

Check out the Yes We are Open Podcast from sponsor Moneris

In this release of the Canadian Investor Podcast, we cover the following topics:
<ul>
<li aria-level="1">We look at 7 travel stocks to see how their business has evolved since the start of the pandemic</li>
<li aria-level="1">Braden looks at how AirBnB started, where its business is at and what the future might hold</li>
<li aria-level="1">We finish the episode by looking at 3 thematic ETFs for exposure to the travel and leisure industry</li>
</ul>
Tickers of stocks discussed: ABNB, BKNG, FUN, MTN, AC.TO, CCL, MAR, AWAY, CRUZ, TRVL.TO
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1">Canadian Investor Podcast Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon’s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden’s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
</ul>
<a href="https://www.stratosphereinvesting.com/">Sign up</a> to Stratosphere for free 🚀 our platform for self-directed stock investing research.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.
Check out the<a href="https://www.moneris.com/en/insights/categories/topics/yes-we-are-open-podcast?utm_source=the+canadian+investor&amp;utm_medium=referral&amp;utm_campaign=mass+acquisition-ma+always+on-ma+podcast+show+notes&amp;utm_content=original-"> Yes We are Open Podcast</a> from sponsor Moneris

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing&nbsp;podcast&nbsp;for Canadians.

The Canadian Investor

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

10 Travel Stocks and ETFs to Watch

In this episode, Simon and Dan Foch break down the latest Micron earnings and what they reveal about the massive demand for AI infrastructure. We look at why higher DRAM and NAND prices matter beyond semiconductor stocks, how rising memory costs could flow through to consumer products like iPhones, laptops, gaming consoles and data centers, and whether Apple price hikes are an early sign of broader tech inflation.

We also discuss the latest inflation pressures, including the impact of higher oil prices, and what these could mean for central banks and consumers. Plus, we dig into the BC and Government of Canada condo bailout, what it says about the state of the housing market, and whether policymakers are once again stepping in to soften the landing for real estate.

Tickers of Stocks Discussed: MU, AAPL, NVDA, AMD, MSFT, GOOGL, AMZN, META

Watch the full video on Our New Youtube Channel!

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!

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

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

In this episode, Simon and Dan Foch break down the latest Micron earnings and what they reveal about the massive demand for AI infrastructure. We look at why higher DRAM and NAND prices matter beyond semiconductor stocks, how rising memory costs could flow through to consumer products like iPhones, laptops, gaming consoles and data centers, and whether Apple price hikes are an early sign of broader tech inflation.
We also discuss the latest inflation pressures, including the impact of higher oil prices, and what these could mean for central banks and consumers. Plus, we dig into the BC and Government of Canada condo bailout, what it says about the state of the housing market, and whether policymakers are once again stepping in to soften the landing for real estate.
Tickers of Stocks Discussed: MU, AAPL, NVDA, AMD, MSFT, GOOGL, AMZN, META
Watch the full video on <a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a>
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.

Canada’s Condo Bailout and Apple’s Memory Price Problem

In this episode, Simon and Dan break down Canada’s latest inflation print, with CPI hitting 3.2% in May as gasoline, airfare, and food prices continue to pressure consumers. They also cover earnings from Empire, Air Transat, Couche-Tard, and Stingray, including the competitive pressure in grocery, Air Transat’s fuel and Cuba-related headwinds, Couche-Tard’s rally after a stronger quarter, and Stingray’s surprising growth following its TuneIn acquisition. They finish with a quick look at OSFI lowering the domestic stability buffer for Canadian banks and what it could mean for lending, buybacks, dividends, and the broader economy.

Tickers of Stocks Discussed: EMP.A.TO, TRZ.TO, ATD.TO, RAY.A.TO

 

Subscribe to Our New Youtube Channel!

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!

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

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

In this episode, Simon and Dan break down Canada&rsquo;s latest inflation print, with CPI hitting 3.2% in May as gasoline, airfare, and food prices continue to pressure consumers. They also cover earnings from Empire, Air Transat, Couche-Tard, and Stingray, including the competitive pressure in grocery, Air Transat&rsquo;s fuel and Cuba-related headwinds, Couche-Tard&rsquo;s rally after a stronger quarter, and Stingray&rsquo;s surprising growth following its TuneIn acquisition. They finish with a quick look at OSFI lowering the domestic stability buffer for Canadian banks and what it could mean for lending, buybacks, dividends, and the broader economy.
Tickers of Stocks Discussed: EMP.A.TO, TRZ.TO, ATD.TO, RAY.A.TO
&nbsp;
Subscribe to <a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a>
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.

 Inflation Hits 3.2%, Couche-Tard Rallies & Airline Troubles

In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest short report targeting Gildan Activewear and the major allegations around channel stuffing, receivables factoring, and whether the company’s recent growth may be less durable than it appears.

They also look back at some of the most notable short reports in Canadian market history, including Shopify, Dollarama, Canadian Tire, Home Capital Group, Exchange Income Corp, FaceDrive, goeasy, and others. Some short sellers were completely wrong, some were early, and a few ended up being surprisingly accurate.

To wrap things up, Simon shares a stock on his radar: Intuitive Surgical. He explains why the company’s robotic surgery platform, recurring revenue model, large installed base, and potential AI advantage make it an interesting name to watch after a pullback.

Tickers discussed: GIL.TO, SHOP.TO, DOL.TO, CTC.A.TO, EIF.TO, GSY.TO, ISRG, FFH.TO, BIP.UN.TO, LSPD.TO

Questrade custom indexing contest:

This information is for educational purposes only. Not intended to be financial advice. Paid partnership with Questrade. Not financial/investment advice. The creator is not a registered adviser. Views and experience shown are the creator's own; results are not representative. Custom Indexing is a self-directed product; Questrade does not recommend securities or assess suitability. Investing involves risk, including loss of principal. FX and other fees may apply. Past performance is not indicative of future results.

No purchase necessary. Open to Canada (age of majority). Skill testing question required. One Prize: 3-night Nimmo Bay (BC) retreat for 2 + 10 annual payouts of $7,000 CAD to winner's non-registered or TFSA account. ARV: $100,000 CAD. Odds depend on entries. Terms apply. See full rules: https://www.questrade.com/disclosure/remix-your-life-contest---terms-and-condition

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

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

 

In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest short report targeting Gildan Activewear and the major allegations around channel stuffing, receivables factoring, and whether the company&rsquo;s recent growth may be less durable than it appears.
They also look back at some of the most notable short reports in Canadian market history, including Shopify, Dollarama, Canadian Tire, Home Capital Group, Exchange Income Corp, FaceDrive, goeasy, and others. Some short sellers were completely wrong, some were early, and a few ended up being surprisingly accurate.
To wrap things up, Simon shares a stock on his radar: Intuitive Surgical. He explains why the company&rsquo;s robotic surgery platform, recurring revenue model, large installed base, and potential AI advantage make it an interesting name to watch after a pullback.
Tickers discussed: GIL.TO, SHOP.TO, DOL.TO, CTC.A.TO, EIF.TO, GSY.TO, ISRG, FFH.TO, BIP.UN.TO, LSPD.TO
Questrade custom indexing contest:
This information is for educational purposes only. Not intended to be financial advice. Paid partnership with Questrade. Not financial/investment advice. The creator is not a registered adviser. Views and experience shown are the creator's own; results are not representative. Custom Indexing is a self-directed product; Questrade does not recommend securities or assess suitability. Investing involves risk, including loss of principal. FX and other fees may apply. Past performance is not indicative of future results.
No purchase necessary. Open to Canada (age of majority). Skill testing question required. One Prize: 3-night Nimmo Bay (BC) retreat for 2 + 10 annual payouts of $7,000 CAD to winner's non-registered or TFSA account. ARV: $100,000 CAD. Odds depend on entries. Terms apply. See full rules: <a href="https://www.questrade.com/disclosure/remix-your-life-contest---terms-and-condition">https://www.questrade.com/disclosure/remix-your-life-contest---terms-and-condition</a>
Subscribe to our <a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a>
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1"><a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.
&nbsp;

10 Travel Stocks and ETFs to Watch

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