Creator Post Archive
Stocktrades - Canadian Investment Research
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Jul 26, 2026
What is the best bank stock to buy in 2026? #investing #stocks
The creator analyzes Canadian bank stocks, noting most trade at premiums except for Bank of Nova Scotia. They express a preference for JP Morgan over Royal Bank due to valuation multiples, suggesting JP Morgan is a better operated bank at a more attractive price.
Jul 24, 2026
Should you be selling your Canadian Bank Stocks? #stocks #stockmarket
The creator argues against selling Canadian bank stocks, advocating for a buy-and-hold strategy. They highlight their long-term ownership of these stocks, with Royal Bank being one of their first investments, and recommend holding them indefinitely.
Jul 23, 2026
Are Canadian bank stocks officially in a bubble? #investing #stocks
The creator discusses Canadian bank stocks, noting that most are trading above 2x book value, with RBC at 2.9x. They conclude that bank stocks are fairly expensive, though not in bubble territory.
Jul 22, 2026
The TSX Has Never Been This Concentrated #stocks #investing
The creator discusses the unprecedented concentration of Canadian banks within the Toronto Stock Exchange (TSX), making up 25% of the index. This is compared to the S&P 500's concentration in AI-related names, which reaches nearly 40% in its top 10 holdings. While the S&P 500's AI concentration is larger, the TSX's bank concentration is noted as a historical high.
Jul 10, 2026
A Top Canadian Stock Making Things Look WAY Too Easy (96% Growth)
The creator discusses Aritzia (ATZ.TO), highlighting its exceptional growth, particularly its 35.1% comparable sales growth, which is unprecedented in the fashion industry. Despite past concerns about the stock's valuation and the fashion sector's volatility, the creator believes Aritzia has significant untapped potential and is a strong performer, noting substantial personal gains from earlier investments.
Jul 9, 2026
This Canadian Dividend Growth Stock Might Be Getting Bought Out
The creator discusses Jamieson Wellness, a small-cap Canadian stock, highlighting its strong revenue and earnings growth, high returns on invested capital, and international expansion. Despite these fundamentals, the stock has traded at historically low valuations. The video focuses on a rumored, unsolicited buyout offer for Jamieson, which is reportedly significantly higher than the current share price, presenting a potential arbitrage opportunity. The creator also references past Canadian small-cap buyouts like Parklawn Corporation and Andrew Peller as examples of similar situations.
Jul 9, 2026
Why Being Early is the Same as Being Wrong in #investing #stocks
The creator discusses the concept of being early versus being wrong in investing, particularly in the context of potential AI bubbles and frothy valuations. They argue that even if a thesis about overvaluation or a bubble is correct, being early can lead to the same financial outcome as being wrong if the market continues to rise significantly before a correction, emphasizing that ultimately, making money is what matters most.
Jun 8, 2026
This Top Canadian Stock Just Bombed 32% on Insider Trading Allegations
The creator discusses Terravest (TRV.TO) following a 32% stock drop due to insider trading allegations against its largest shareholder and executive chair, Charles Pellerin. The video aims to explore the allegations, the potential impact on business operations, and presents both the bear and bull cases for the company, with the creator considering adding it to their "bull list" after further research.
Jun 1, 2026
Is BMO Set Up For a Turnaround? #investing #stocks
The creator discusses BMO's stock performance, highlighting potential positive catalysts like a turnaround in US commercial real estate growth. While acknowledging it's slightly more expensive than TD Bank, BMO is considered a cheap bank with upside potential if execution is strong. A key risk is the unresolved US commercial real estate situation.
May 31, 2026
The Biggest Risk to RBC Stock Right Now #investing #stocks
The creator discusses the primary risk to Royal Bank (RBC) stock, highlighting its exposure to the GTA/GTV real estate market. A significant increase in provisions due to a mortgage crunch or rising unemployment could lead to a correction in the share price, especially given current high valuations.
May 29, 2026
Can TD Bank’s comeback story make it the ultimate value stock?
TD Bank is discussed as a potential value stock, having recovered significantly from its anti-money laundering issues. Despite an asset cap hindering growth, its current low valuation relative to earnings is attractive, and the bank is actively remediating its compliance problems to have the cap removed.
May 28, 2026
Is BMO The Turnaround Bank to Buy Right Now? #investing #stocks
The creator discusses BMO's significant US expansion, particularly in California with over 130 new branches planned, aiming to drive growth and return equity above 15% by 2027. This strategy is highlighted as a key differentiator compared to other Canadian banks with more domestic focus.
May 26, 2026
I Reviewed All 6 Canadian Banks Before Earnings… Here's What I Found
The creator provides an earnings preview for the six major Canadian banks, noting that while double-digit earnings growth is expected, the market may not react positively due to easy comparables and high valuations. The banks are priced for perfection, and any disappointment in earnings or provisions could lead to significant price pressure. The capital markets segment is expected to grow but at a slower pace, and rising Canadian unemployment adds another layer of concern.
May 25, 2026
Which blue-chip dividend stock is the better buy? #investing #stocks
The creator compares Sunlife and Manulife, preferring Sunlife as a better buy due to its strong financial position, diversified business, and consistent dividend. While acknowledging Manulife's past performance, the creator believes Sunlife has a better future trajectory and that Manulife's upside may already be priced in.
May 21, 2026
These Two Top Canadian Dividend Stocks are Soaring - Which is Best?
The creator compares two Canadian life insurance companies, Manulife Financial and Sun Life Financial, discussing their recent performance, dividend growth, and diversification beyond insurance. While both companies have hit all-time highs, Manulife has shown stronger total returns over the last 10 years. The video aims to help investors decide which blue-chip income payer to buy.
May 17, 2026
You're Valuing Stocks Wrong - Here's Why
The creator explains that a high PE ratio doesn't always mean a stock is expensive, especially for cyclical companies. The market is forward-looking and prices in future earnings growth, meaning PE ratios can be highest when times are worst and expected to improve. Caution is advised when using valuation ratios for cyclical companies, comparing them to growth stocks like Alphabet.
May 15, 2026
Why Royal Bank Stock Just Keeps on Growing
The creator highlights Royal Bank's successful acquisition of HSBC in 2024 as a key growth driver, noting significant gains in branches, clients, deposits, and assets due to strong synergies. The creator also mentions National Bank's acquisition, suggesting it might be even more impactful than Royal Bank's.
May 14, 2026
There Are 2 Top Canadian Bank Stocks — And the Race Isn't Even Close
The creator compares two top Canadian bank stocks, National Bank and Royal Bank, highlighting their recent strong performance and long-term positioning. While acknowledging other banks like TD and CIBC, the creator expresses a preference for National and Royal, despite them trading at all-time highs. The video aims to help viewers identify better companies and will delve into valuation later.
May 13, 2026
Is this blue-chip stock poised for a rebound?
The creator discusses the contrasting operating ratios of CN Rail and CP Rail, attributing CP Rail's improving performance to its successful integration of the Kansas City Southern acquisition. This acquisition has created a significant single-line track from Canada to Mexico, positively impacting CP Rail's results.
May 13, 2026
There's a Clear Leader With Canadian Railway Stocks
The creator highlights CP Rail as a clear leader in the Canadian railway sector, outperforming CN Rail. CP Rail's strong performance is attributed to its Mexico-US traffic growth, effective management of tariffs, and potentially underestimated synergies from the Kansas City Southern acquisition, positioning it on offense while CN Rail is on defense.
May 11, 2026
Why Tesla & Waymo need Uber to survive #stocks #stockmarket
The creator discusses Uber's (UBER) moat in the face of autonomous vehicles, arguing that Uber's strength lies in its network of 202 million subscribers, which will be crucial for autonomous vehicle providers like Tesla and Waymo to scale their businesses. Uber is positioned to be a partner, providing customers, routing, pricing, insurance, and support.
May 7, 2026
Two top stocks for this AI boom #stocks #stockmarket #ai
The creator discusses two distinct AI-related stock plays: Shopify, focusing on its digital merchant platform and AI enhancements for payments, and Tormont, which provides the physical infrastructure and equipment for data center build-outs. Both are presented as long-term opportunities within the AI boom.
May 7, 2026
Why Google's Spending is Brilliant #stocks #canadianstocks #investing
The creator discusses Google's significant capital expenditures, framing it as a brilliant strategy to address a supply-side computing issue driven by high demand. The market's positive reaction is attributed to these investments showing up in financial results, unlike previous depreciating assets.
May 6, 2026
Will Google Stock Hit $500? My Price Prediction #stocks #stockmarket
The creator discusses Google's stock potential, suggesting a $500 price target is achievable given its current performance and execution. They believe the forward earnings multiple will normalize, and despite current valuations, Google is executing well and is no longer just a cyclical ad company.
May 6, 2026
Google Search Dead? The Truth About LLM Threats #stocks #stockmarket
Despite fears that ChatGPT would kill Google search, queries are at an all-time high. Google's AI overviews and Gemini integration are driving increased usage, proving the bear thesis wrong and laying it to rest.
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