Two Canadian Stocks That Are Printing Money episode artwork

EPISODE · Aug 7, 2025 · 52 MIN

Two Canadian Stocks That Are Printing Money

from The Canadian Investor · host Braden Dennis & Simon Belanger

In this episode, we kick things off with a quick look at the newly imposed 35% tariffs by the U.S. on Canadian goods.We then break down earnings from some key Canadian names, starting with TMX Group, which continues to benefit from strong options trading volumes and solid growth from its energy and ETF data platforms.Tourmaline posts strong results despite weak natural gas prices, and signs a lucrative long-term export deal linked to European gas benchmarks.We also dig into Celestica, arguably Canada’s best-performing AI-related stock, and explain why its explosive growth may have more to run—even if customer concentration adds some risk.In the gold space, Agnico Eagle delivers another standout quarter as higher gold prices widen margins and drive profitability to record levels.Lastly, we revisit Allied Properties REIT, where payout ratios are getting dangerously close to unsustainable levels, and where asset sales and debt refinancing will be key to keeping the distribution intact. Tickers of stocks discussed: CLS.TO, X.TO, TOU.TO, AEM.TO, AP-UN.TO  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.See omnystudio.com/listener for privacy information.

NOW PLAYING

Two Canadian Stocks That Are Printing Money

0:00 52:56

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Canadian Investor?

This episode is 52 minutes long.

When was this The Canadian Investor episode published?

This episode was published on August 7, 2025.

What is this episode about?

In this episode, we kick things off with a quick look at the newly imposed 35% tariffs by the U.S. on Canadian goods.We then break down earnings from some key Canadian names, starting with TMX Group, which continues to benefit from strong options...

Can I download this The Canadian Investor episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!