 

In this episode of The Canadian Investor Podcast, we break down another busy week of earnings, acquisitions, and market news.

We start with Jamieson Wellness, which received a takeover offer from Japan’s Kirin Holdings shortly after we highlighted it as one of our stocks to watch. We discuss the deal premium, why smaller Canadian companies continue to attract acquirers, and what this says about valuations in the Canadian small-cap market.

We then look at Air Canada selling a 25% stake in Aeroplan to a consortium led by Blackstone and La Caisse, and why the airline is using the deal to strengthen its balance sheet while keeping control of one of its most valuable assets.

From there, we discuss the H&R REIT and GO Residential transaction, Wheaton Precious Metals’ strong quarter, GoEasy’s continued challenges in subprime lending, and Canadian Natural Resources’ huge free cash flow quarter as oil prices remain elevated.

We also cover Berkshire Hathaway’s latest results, including its cash pile, stock purchases, buybacks, and new Alphabet position, before wrapping up with Restaurant Brands International and what Burger King, Tim Hortons, and Popeyes are saying about the consumer.

Tickers discussed: JWEL.TO, AC.TO, HR.UN.TO, GO.U.TO, WPM.TO, FNV.TO, GSY.TO, CNQ.TO, BRK.B, GOOGL, GOOG, QSR.TO, QSR

 

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&nbsp;
In this episode of The Canadian Investor Podcast, we break down another busy week of earnings, acquisitions, and market news.
We start with Jamieson Wellness, which received a takeover offer from Japan&rsquo;s Kirin Holdings shortly after we highlighted it as one of our stocks to watch. We discuss the deal premium, why smaller Canadian companies continue to attract acquirers, and what this says about valuations in the Canadian small-cap market.
We then look at Air Canada selling a 25% stake in Aeroplan to a consortium led by Blackstone and La Caisse, and why the airline is using the deal to strengthen its balance sheet while keeping control of one of its most valuable assets.
From there, we discuss the H&amp;R REIT and GO Residential transaction, Wheaton Precious Metals&rsquo; strong quarter, GoEasy&rsquo;s continued challenges in subprime lending, and Canadian Natural Resources&rsquo; huge free cash flow quarter as oil prices remain elevated.
We also cover Berkshire Hathaway&rsquo;s latest results, including its cash pile, stock purchases, buybacks, and new Alphabet position, before wrapping up with Restaurant Brands International and what Burger King, Tim Hortons, and Popeyes are saying about the consumer.
Tickers discussed: JWEL.TO, AC.TO, HR.UN.TO, GO.U.TO, WPM.TO, FNV.TO, GSY.TO, CNQ.TO, BRK.B, GOOGL, GOOG, QSR.TO, QSR
&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.

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.