This podcast episode explores the performance of the Canadian market, highlighting its modest increase compared to the S&P 500 but emphasizing the contribution of dividends to the total return. It discusses the concentration of returns in a few companies, the undervalued stocks and apathy in the TSX, and the potential future cross-listing of National Bank. The episode also touches on the growing focus on dividends in the US, the frustration in investing in undervalued companies, and highlights MTY Food Group and Kits Eyewear as potential investment opportunities. The hosts conclude by expressing appreciation to the guest and reminding listeners to be cautious when making investment decisions.
