Loblaw’s Tariff Strategy and TFI International’s Disastrous Quarter

In this episode of The Canadian Investor Podcast, Simon and Dan begin by analyzing Apple's monumental announcement to invest over $500 billion in the United States over the next four years.

The discussion then shifts to TFI International's challenging quarter and the brutally honest commentary provided by their CEO during their conference call. Next, they examine Air Canada's financial turbulence, noting a net loss of $644 million for the quarter and a 54% decline in free cash flow to $1.3 billion for the full year. 

Dan then goes over Home Depot's most recent quarter. The conversation covers consumer spending trends, transaction volumes, and the company's cautious outlook for 2025 amid high mortgage rates and a slowdown in building material revenue. Finally, Simon and Dan finish by talking about Loblaw’s most recent quarter and what potential impact tariffs could have on their business.

Tickets of stocks/ETFs discussed: TFII.TO, AAPL, AC.TO, L.TO, HD

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