In this episode, Simon and Dan cover a range of earnings updates, starting with Canadian National Railway's lowered guidance and what it could mean for CP Rail. We then dive into TFI International’s freight challenges, Loblaws' strong performance (and controversial stock split), and Alphabet’s booming YouTube ad growth despite search disruption risks. We wrap up with thoughts on Bitcoin, gold, and why Franco-Nevada might be set up for a strong earnings surprise.

Tickers of stocks discussed: TFII.TO, CNR.TO, L.TO, GOOG

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Loblaws’ Stock Split and Caution From CN Rail

The Canadian Investor