In this episode of the Canadian Investor Podcast, we breakdown Questrade’s new securities lending program and what it means for retail investors. Next, Dan takes aim at the sell-side analyst world, explaining why most price targets and stock ratings should be taken with a big grain of salt, including the built-in conflicts of interest and poor historical track record. Lastly, we take a closer look at Secure Waste Infrastructure Corp (SES.TO), a growing Canadian industrial name with strong free cash flow, expansion potential, and a rising dividend.

Tickers of stocks discussed: SES.TO

Questrade’s new securities lending program

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In this episode, Simon and Dan dig into earnings of 4 of Canada’s largest banks. Despite some strong showings in some of the segments, banks are setting aside more for provisions for credit losses. Simon and Dan break down how tariffs, macro uncertainty, and shifting consumer dynamics are impacting each bank’s performance and outlook.

Tickers of stocks discussed: TD.TO, BNS.TO, RY.TO, CM.TO

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In this episode, we break down some of the most common investing phrases that sound wise on the surface but are often misunderstood or misapplied. Simon and Dan take a closer look at each saying—highlighting how it can offer valuable insight, but also the pitfalls that come with taking it at face value.

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In this episode, we break down the latest earnings from several well-known companies across different sectors. We kick things off with Canada Goose, which posted strong margin expansion but continues to face sluggish full-year growth and ongoing wholesale weakness. We then turn to Lightspeed Commerce, where slowing growth and massive goodwill write-downs reveal deeper concerns about past acquisitions and management credibility.

Next, we take a look at Home Depot, which continues to navigate a challenging macro environment with stable results, while also highlighting an intriguing long-term thesis on deferred home improvement demand. Lastly, we cover Affirm Holdings, which posted impressive revenue growth and customer retention, but faces rising delinquencies and uncertainty around its Walmart relationship.

Tickers of stocks discussed: AFRM, HD, LSPD.TO, GOOS.TO

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We break down key insights from Constellation Software’s recent AGM, where CEO Mark Leonard was candid about the challenges of deploying capital at scale, potential “style drift,” and the limits of future returns. Despite the company’s exceptional track record, Leonard warns that the days of 25%+ annual returns may be behind them—though opportunities could still remain if they navigate carefully into new verticals.

We also dive into the surging popularity of covered call ETFs in Canada. But what are the real risks and benefits of these ETFs? We explain how these funds work, their pros and cons, and why some investors may be setting themselves up for disappointment by chasing double-digit yields.

Tickers of stocks discussed: ZEB.TO, ZWB.TO, CSU.TO

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In this episode, we break down Canada’s April CPI print, which came in below 2% largely due to the removal of the consumer carbon tax. We explain why this drop is likely temporary and what core inflation measures are still signaling to the Bank of Canada. We also discuss Moody’s long-anticipated downgrade of U.S. government debt, how it compares to past downgrades, and what surging bond yields mean for investors on both sides of the border.

In company news, Dan shares his take on Boyd Group’s latest results, including why he’s still holding despite near-term headwinds. We also cover Canadian Tire’s earnings, consumer credit data, and what it tells us about the average Canadian household. Finally, we look at South Bow’s first-quarter results post-spinout from TC Energy and assess the sustainability of its high dividend yield.

Tickers of stocks discussed: CTC-A.TO, BYD.TO, SOBO.TO

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We’re joined by Amber Kanwar, long-time financial journalist and co-host of In the Money, to talk about her journey from BNN to podcasting, the evolution of investor education, and the insights she’s gained from interviewing hundreds of market professionals. We dive into the common traits of great investors, how Amber personally approaches her own portfolio, and why certain corners of the Canadian market remain overlooked. We also discuss the growing importance of long-form content—like podcasts—in helping investors think beyond the headlines.

In the money Youtube

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Following up on our TFSA episode, we dive into 5 of the most common RRSP mistakes we’ve seen Canadians make—from contributing when your tax rate is low to accidentally double-claiming a tax credit. We also shift gears and explore the psychological traps that investors fall into, including the endowment effect, anchoring bias, and the disposition effect. These are the subtle but powerful behaviours that can quietly drag down your investment returns over time.

To wrap up the episode, Simon revisits his past investment in Allied Properties REIT, why he sold it at a loss, and how the company and office space market have fared since then.

Tickers of stocks discussed: AP-UN.TO

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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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