Dan and Simon dive deep into two of North America’s waste-disposal giants — Canada’s Waste Connections and the U.S.-based Waste Management. They break down business models, market share, acquisition strategies, financial performance, and the critical role of landfill ownership. From healthcare waste growth to automation’s impact, and from regulatory risks to why “boring” garbage companies can be long-term portfolio anchors, this episode unpacks the dirty details of a surprisingly resilient industry.
Ticker of stocks and ETFs discussed: WCN.TO, WM



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

Dan and Simon dive deep into two of North America&rsquo;s waste-disposal giants &mdash; Canada&rsquo;s Waste Connections and the U.S.-based Waste Management. They break down business models, market share, acquisition strategies, financial performance, and the critical role of landfill ownership. From healthcare waste growth to automation&rsquo;s impact, and from regulatory risks to why &ldquo;boring&rdquo; garbage companies can be long-term portfolio anchors, this episode unpacks the dirty details of a surprisingly resilient industry. Ticker of stocks and ETFs discussed: WCN.TO, WM 
<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.

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.

Best Trash Stock? Waste Management or Waste Connections

In this episode, we break down the market’s reaction to the announced ceasefire between the U.S. and Iran and what it means for investors. With oil prices pulling back sharply and equities rallying, we discuss why this remains a highly headline-driven market—and why having a clear portfolio strategy matters more than ever.

We then shift to earnings, starting with a strong turnaround quarter from BRP, where inventory normalization and improved margins are driving a sharp recovery. We also revisit Boyd Group, a long-term compounder facing short-term pressure from insurance trends and used vehicle dynamics.

Finally, we dive into the latest Canadian ETF flows to understand where investors are allocating capital today, including the rise in Canadian equities, the decline in crypto exposure, and the continued growth of more complex ETF products.

Tickers discussed:
 DOO.TO (BRP), BYD.TO (Boyd Group), VFV, XIC 

 

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, we break down the market&rsquo;s reaction to the announced ceasefire between the U.S. and Iran and what it means for investors. With oil prices pulling back sharply and equities rallying, we discuss why this remains a highly headline-driven market&mdash;and why having a clear portfolio strategy matters more than ever.
We then shift to earnings, starting with a strong turnaround quarter from BRP, where inventory normalization and improved margins are driving a sharp recovery. We also revisit Boyd Group, a long-term compounder facing short-term pressure from insurance trends and used vehicle dynamics.
Finally, we dive into the latest Canadian ETF flows to understand where investors are allocating capital today, including the rise in Canadian equities, the decline in crypto exposure, and the continued growth of more complex ETF products.
Tickers discussed: DOO.TO (BRP), BYD.TO (Boyd Group), VFV, XIC&nbsp;
&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.

Canadian Investors Now Have Over 1,500 ETFs to Choose From

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) 

 

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 quarterly &ldquo;stocks on our radar&rdquo; episode, we&rsquo;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&rsquo;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)&nbsp;
&nbsp;
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.

3 Stocks We're Watching for 2026 (Big Opportunities Ahead)

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)

 

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, 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&rsquo;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&rsquo;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&rsquo;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&rsquo;s future. We break down what&rsquo;s changed, what hasn&rsquo;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)
&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.

Best Trash Stock? Waste Management or Waste Connections

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