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
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