Couche-Tard may finally be showing early signs of a long-awaited turnaround with improving U.S. trends, stronger margins, and surprising strength in food and nicotine alternatives. Home Depot delivered solid operations but once again cut guidance as the renovation cycle continues to stall.

And then there’s Nvidia another monster quarter… paired with a surprisingly cold market reaction. We dig into what’s driving the pullback, the emerging threat from in-house AI chips, and why Michael Burry believes Nvidia today mirrors Cisco in 2000.

Tickers of Stocks Discussed: ATD, HD, NVDA, META, ORCL, MSFT, GOOGL, AMZN, CSCO

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.

Couche-Tard may finally be showing early signs of a long-awaited turnaround with improving U.S. trends, stronger margins, and surprising strength in food and nicotine alternatives. Home Depot delivered solid operations but once again cut guidance as the renovation cycle continues to stall.
And then there&rsquo;s Nvidia another monster quarter&hellip; paired with a surprisingly cold market reaction. We dig into what&rsquo;s driving the pullback, the emerging threat from in-house AI chips, and why Michael Burry believes Nvidia today mirrors Cisco in 2000.
Tickers of Stocks Discussed: ATD, HD, NVDA, META, ORCL, MSFT, GOOGL, AMZN, CSCO
<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.

Michael Burry Calls Out Nvidia and the AI Mania

Simon and Dan kick off this episode with a clear, beginner-friendly walkthrough of the main Canadian investment accounts. If you’re not sure which account to pick or you need a refresher, the first half of this episode is for you. TFSA, RRSP, FHSA, RESP, taxable and locked-in accounts, Simon and Dan go over how they work, when they make the most sense, and the biggest pitfalls to avoid (like TFSA over-contributions and RRSP withholding tax surprises). It’s a perfect primer to share with friends and family who want to start investing but aren’t sure which account to use. 

If you’re already familiar with these accounts, in the 2nd half of the episode Simon and Dan go over 5 stocks on their radar.

Tickers of stocks discussed: WSP.TO, TIH.TO, PD.TO, TECK-B.TO, TSM

 

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.

Simon and Dan kick off this episode with a clear, beginner-friendly walkthrough of the main Canadian investment accounts. If you&rsquo;re not sure which account to pick or you need a refresher, the first half of this episode is for you. TFSA, RRSP, FHSA, RESP, taxable and locked-in accounts, Simon and Dan go over how they work, when they make the most sense, and the biggest pitfalls to avoid (like TFSA over-contributions and RRSP withholding tax surprises). It&rsquo;s a perfect primer to share with friends and family who want to start investing but aren&rsquo;t sure which account to use.&nbsp;
If you&rsquo;re already familiar with these accounts, in the 2nd half of the episode Simon and Dan go over 5 stocks on their radar.
Tickers of stocks discussed: WSP.TO, TIH.TO, PD.TO, TECK-B.TO, TSM
&nbsp;
<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.

Investment Accounts Simplified and 5 Stocks on Our Radar

On this episode of The Canadian Investor Podcast, Simon and Dan cover a packed slate of major Canadian market moves — from dividend shocks to CEO shakeups and a long-awaited bank sale.

We break down Telus’ dividend growth pause and DRIP phase-out, why the company says the payout is safe, and what 2026 free cash flow could mean for investors. Then we look at Goeasy, where CEO Dan Rees is stepping down amid rising provisions, a short report, and widespread management turnover. Simon also explains Allied Properties’ 60% distribution cut, highlighting the three warning signs that dividend investors should always watch for.

Then we dive into Laurentian Bank’s split sale to Fairstone and National, and what this means for Quebec’s banking landscape.

Finally, we review Scotiabank’s strong quarter and whether the bank is starting to pull off a real turnaround.

Tickers Discussed:T, BCE, GSY, AP.UN, NA, LB, BNS

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.

On this episode of The Canadian Investor Podcast, Simon and Dan cover a packed slate of major Canadian market moves &mdash; from dividend shocks to CEO shakeups and a long-awaited bank sale.
We break down Telus&rsquo; dividend growth pause and DRIP phase-out, why the company says the payout is safe, and what 2026 free cash flow could mean for investors. Then we look at Goeasy, where CEO Dan Rees is stepping down amid rising provisions, a short report, and widespread management turnover. Simon also explains Allied Properties&rsquo; 60% distribution cut, highlighting the three warning signs that dividend investors should always watch for.
Then we dive into Laurentian Bank&rsquo;s split sale to Fairstone and National, and what this means for Quebec&rsquo;s banking landscape.
Finally, we review Scotiabank&rsquo;s strong quarter and whether the bank is starting to pull off a real turnaround.
Tickers Discussed: T, BCE, GSY, AP.UN, NA, LB, BNS
<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.

3 Signs a Dividend Cut Is Coming and Canadian Bank Earnings Kick Off

Before you start investing, there are a few fundamentals every Canadian needs to get right — but most people skip straight past them. In this episode, Simon and Dan lay out a simple framework to follow before you consider investing a single dollar in the markets.

Then, Simon sits down with Dan Broten, Senior Vice President and Head of EQ Bank, for a deep dive into the state of Canadian banking. They discuss EQ’s new survey on solopreneurs and micro-businesses, why small operators feel overlooked by traditional banks, and how outdated, branch-era systems still shape the experience for business owners today. Dan also shares insights on regulatory change, pro-competition momentum in Ottawa, and why Canada might finally be at a turning point in modernizing its financial infrastructure.

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.

Before you start investing, there are a few fundamentals every Canadian needs to get right &mdash; but most people skip straight past them. In this episode, Simon and Dan lay out a simple framework to follow before you consider investing a single dollar in the markets.
Then, Simon sits down with Dan Broten, Senior Vice President and Head of EQ Bank, for a deep dive into the state of Canadian banking. They discuss EQ&rsquo;s new survey on solopreneurs and micro-businesses, why small operators feel overlooked by traditional banks, and how outdated, branch-era systems still shape the experience for business owners today. Dan also shares insights on regulatory change, pro-competition momentum in Ottawa, and why Canada might finally be at a turning point in modernizing its financial infrastructure.
<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.

Michael Burry Calls Out Nvidia and the AI Mania

The Canadian Investor

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