In this episode of The Canadian Investor Podcast, we start with the latest Canadian inflation data and why the headline number may not fully reflect what households are feeling.
We then look at TSMC’s huge quarter and what it says about the AI chip boom, before turning to Intuitive Surgical and Netflix, two high-quality businesses that sold off after earnings for very different reasons.
We also discuss Cogeco’s latest results, the challenges facing legacy telecom companies, and wrap up with a cautionary discussion about a viral TFSA strategy that may be riskier than it looks.
Tickers discussed: TSM, NVDA, AAPL, AMD, AVGO, INTC, ISRG, NFLX, CGO.TO, BCE.TO, RCI.B.TO, T.TO, QBR.B.TO
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