In this second episode of the week, we’re doing a roundup of earnings and news.

We’re talking about recent earnings of Lululemon, Restoration Hardware, Roots, Dave and Busters, Dollarama, Affirm, GameStop, Zscaler. We also discuss some recent news from Canada Goose.

Tickers of stocks discussed:

LULU, RH, ROOT.TO, PLAY, DOL.TO, AFRM, GME, GOOS.TO, ZS
https://thecanadianinvestorpodcast.com/
Canadian Investor Podcast Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital

In this second episode of the week, we&rsquo;re doing a roundup of earnings and news.
We&rsquo;re talking about recent earnings of Lululemon, Restoration Hardware, Roots, Dave and Busters, Dollarama, Affirm, GameStop, Zscaler. We also discuss some recent news from Canada Goose.
Tickers of stocks discussed:
LULU, RH, ROOT.TO, PLAY, DOL.TO, AFRM, GME, GOOS.TO, ZS
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">https://thecanadianinvestorpodcast.com/</a></li>
</ul>
<ul>
<li aria-level="1">Canadian Investor Podcast Twitter: @cdn_investing</li>
<li aria-level="1">Simon&rsquo;s twitter: @Fiat_Iceberg</li>
<li aria-level="1">Braden&rsquo;s twitter: @BradoCapital</li>
</ul>

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.

Episode 100!  Lululemon, Dollarama, Gamestop and Cloud Computing

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

 

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 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&rsquo;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&rsquo;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
&nbsp;
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.

Unpacking Why Subprime Lender Goeasy Stock Crashed 60%

In this episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent kick things off with a surprising ripple effect from the AI boom: a full-blown RAM/memory shortage that’s sending PC upgrade costs through the roof. They break down why high-bandwidth memory (HBM) is crowding out “normal” consumer RAM production, how Micron, Samsung, and SK Hynix are prioritizing the most profitable AI-driven demand, and what that could mean for pricing, upgrade cycles, and the broader tech supply chain.

From there, they shift into a pragmatic, investor-focused look at positioning during geopolitical uncertainty—without cheerleading conflict. Dan outlines key areas investors often look at in these environments: defense contractors (and why buying after the headlines can be “buying the umbrella in the rain”), Canadian energy as a cleaner way to express higher oil prices with less Middle East exposure, the growing (and expensive) opportunity set in cybersecurity, and gold as both a safe haven and an inflation hedge. They also touch on different ways to gain exposure—individual names vs. ETFs—and wrap up with updates on the podcast’s YouTube live plans and what’s coming next.

Tickers of Stocks discussed: LMT, NOC, GD, RTX, MU, AEM, FNV, WPM, ZJG.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 episode of The Canadian Investor Podcast, Simon Belanger and Dan Kent kick things off with a surprising ripple effect from the AI boom: a full-blown RAM/memory shortage that&rsquo;s sending PC upgrade costs through the roof. They break down why high-bandwidth memory (HBM) is crowding out &ldquo;normal&rdquo; consumer RAM production, how Micron, Samsung, and SK Hynix are prioritizing the most profitable AI-driven demand, and what that could mean for pricing, upgrade cycles, and the broader tech supply chain.
From there, they shift into a pragmatic, investor-focused look at positioning during geopolitical uncertainty&mdash;without cheerleading conflict. Dan outlines key areas investors often look at in these environments: defense contractors (and why buying after the headlines can be &ldquo;buying the umbrella in the rain&rdquo;), Canadian energy as a cleaner way to express higher oil prices with less Middle East exposure, the growing (and expensive) opportunity set in cybersecurity, and gold as both a safe haven and an inflation hedge. They also touch on different ways to gain exposure&mdash;individual names vs. ETFs&mdash;and wrap up with updates on the podcast&rsquo;s YouTube live plans and what&rsquo;s coming next.
Tickers of Stocks discussed: LMT, NOC, GD, RTX, MU, AEM, FNV, WPM, ZJG.TO
&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.
&nbsp;

 8 Stocks That Could Benefit From Increased Global Uncertainty

In our very first YouTube Live (also released on the podcast feed), we pivot from a planned “all-banks” episode after major U.S. and Israeli strikes on Iran pushed markets into risk-off mode. We break down the key market transmission mechanism—energy—through the Strait of Hormuz, rising shipping risk, and why yields can rise during conflict when inflation expectations jump.

From there, we shift into what Canadian investors actually own: the banks. We recap earnings and credit trends across Royal Bank (RBC), TD, National Bank (NA), and CIBC, including loan/deposit momentum, net interest margin commentary, and what provisions/allowances are signaling. We also discuss the “do nothing” historical playbook for geopolitical shocks—plus why oil-driven conflicts can be the exception—and wrap with how we’re thinking about positioning (cash, Canadian energy exposure, and watching for opportunities if volatility expands).

Tickers mentioned: RY.TO, TD.TO, NA.TO, CM.TO, LMT, RTX, NOC.

 

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 our very first YouTube Live (also released on the podcast feed), we pivot from a planned &ldquo;all-banks&rdquo; episode after major U.S. and Israeli strikes on Iran pushed markets into risk-off mode. We break down the key market transmission mechanism&mdash;energy&mdash;through the Strait of Hormuz, rising shipping risk, and why yields can rise during conflict when inflation expectations jump.
From there, we shift into what Canadian investors actually own: the banks. We recap earnings and credit trends across Royal Bank (RBC), TD, National Bank (NA), and CIBC, including loan/deposit momentum, net interest margin commentary, and what provisions/allowances are signaling. We also discuss the &ldquo;do nothing&rdquo; historical playbook for geopolitical shocks&mdash;plus why oil-driven conflicts can be the exception&mdash;and wrap with how we&rsquo;re thinking about positioning (cash, Canadian energy exposure, and watching for opportunities if volatility expands).
Tickers mentioned: RY.TO, TD.TO, NA.TO, CM.TO, LMT, RTX, NOC.
&nbsp;
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.

Episode 100! Lululemon, Dollarama, Gamestop and Cloud Computing

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