In this episode, we dive into BCE's surprising decision to sell its 37.5% stake in MLSE to Rogers, giving Rogers a dominant position in sports ownership.

We break down why Simon thinks this is a missed opportunity for BCE and how they could have avoided it by cutting their dividend to manage debt and overall leverage.

We also discuss the U.S. Federal Reserve's 50 bps rate cut, what it might mean for the markets and the future of interest rates in the US. We then analyze FedEx's most recent earnings and what it’s potentially telling us about the current state of the global economy. Finally, we touch on the upcoming vote in A&W's merger, a deal that could unlock significant growth for the fast-food chain.

Tickers of Stocks & ETF discussed: BCE.TO, FDX, AW-UN.TO

Check out our portfolio by going to Jointci.com

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor

Spotify - The Canadian Real Estate Investor

Web player - The Canadian Real Estate Investor

Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

See omnystudio.com/listener for privacy information.

BCE Sells a Prime Asset and FedEx’s Bearish Guidance 47:43 Share

The Canadian Investor

Shownotes Transcript

BCE Sells a Prime Asset and FedEx’s Bearish Guidance