Canadian Imperial Bank showed impressive year-over-year and quarter-over-quarter growth in revenue and adjusted EPS, with a significant leveling off and dropping in loan losses.
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Canadian Bank Earnings Review: Why VDY ETF Is the Ultimate Dividend Stock
Aug 27, 2026
The creator discusses the strong earnings beats in the S&P 500 and notes significant foreign capital inflows into Canadian securities, leading to valuation stretches. They highlight the outperformance of Canadian equities, particularly banks, using VDY ETF as an example. The creator also touches on Royal Bank's recent unusual price action, attributing it to exceptional earnings and potential valuation adjustments.
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Bank of Nova Scotia is mentioned as having hit record deposits, contrasting with a slight dip in overall bank deposits.
TD Bank is the second-largest holding in the VDY ETF, and the creator notes its positive performance with declining gross impaired loans and provisions for credit loss.
VO, representing the S&P 500, is used as a benchmark for comparison with Canadian equity performance.
Royal Bank's stock is trending down despite exceptional earnings, which the creator sees as a potential opportunity for valuation adjustments.
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