Franco-Nevada, TMX and Loblaws: Canada’s Quiet Compounders Deliver

In this episode of The Canadian Investor Podcast, we start with the latest U.S. inflation data and why higher energy prices could complicate the rate-cut narrative for markets. We also revisit GameStop’s rejected proposal for eBay and break down why Ryan Cohen’s compensation structure may help explain the push for a bold acquisition. We then look at a strong quarter from TMX Group, including the rebound in Canadian capital markets activity and its planned acquisitions of Cboe Canada and Cboe Australia. We also discuss Thomson Reuters, where the company continues to post solid organic growth while investors debate whether AI will be a long-term tailwind or disruption risk. We finish the episode with updates on Franco-Nevada’s record quarter, Loblaws’ continued strength in Canadian grocery, Exchange Income Corporation’s momentum in aviation and aerospace, and a brief look at GoEasy’s latest results following its recent credit issues. Tickers of stocks discussed: GME, EBAY, X, TRI.TO, FNV.TO, L.TO, EQB.TO, EIF, GSY.TO 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.See omnystudio.com/listener for privacy information.