Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice I'm not telling YOU what to do... I'm just sharing what I do! Connect on Twitter: https://twitter.com/NewcomerInvest You can "Buy me a coffee" here: https://www.buymeacoffee.com/newcomerinvestor Email me at â iamthenewcomerinvestor@gmail.comâ
Welcome to the Newcomer Investor Channel, where we uncover the story behind wonderful businesses! In this episode, I chat with Olivia Evans, Director, Corporate Development & Investor Relations at KITS Eyecare, about how the company is reshaping the optical industry. We discuss their business model, customer loyalty, and how KITS stays competitive in a fast-changing market. Please note: this conversation was recorded on May 13th 2025. Any future references reflect the time of recording. Connect:Email: iamthenewcomerinvestor@gmail.comCheck out KITS: https://www.kits.ca/indexGet a 15% discount on Finchat, my FAVOURITE Financial Research tool: https://finchat.io/?via=anthony Timestamps:(0:50) - Introducing Olivia Evans(1:55) - What is KITS?(2:55) - What differentiates KITS in the optical category?(05:26) - Customer loyalty & retention, NPS(6:55) - Millennial customer segment(8:22) - Cost structure(11:11) - KITS reverse-engineered the optical industry(12:05) - KITS internal targets for revenues & margins in the medium term and long term(13:48) - Highlights from KITS Q1 2025 results(15:08) - TELUS Health & other recent insurance partnerships for KITS(18:25) - Does KITS have a moat? How do they view competition?(22:00) - How KITS continues to grow its recurring revenue streams: Autoship & KITS+(24:40) - How to keep employees aligned with the mission in a growing and changing company(27:10) - Olivia's message for the investing community(29:05) - Olivia's favourite KITS design(30:41) - Anthony post-conversation
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!Please note: this podcast is not financial advice. I'm not telling you what to do… just sharing what I do!Connect:Newcomer Investor on X: https://twitter.com/NewcomerInvestNewcomer Investor Email: iamthenewcomerinvestor@gmail.comGet a 15% discount on Finchat, my FAVOURITE Financial Research tool: https://finchat.io/?via=anthonyTimestamps:(0:00) - Intro(00:58) - Broad thoughts on investing in the age of uncertainty and tariffs(6:34) - What I bought since “Liberation Day”(7:50) - YTD returns (as of April 13th)
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I am joined by AJ Button for a conversation on China. Links: Newcomer Investor on X: https://twitter.com/NewcomerInvest Newcomer Investor Email: iamthenewcomerinvestor@gmail.com AJ Button on X: https://x.com/AJButton2 Get a 15% discount on my FAVOURITE Financial Research tool: https://finchat.io/?via=anthony Episode Highlights: (0:00) - Introducing AJ Button (2:10) - Is China investable? Analyzing the risks and benefits. (16:00) - Alibaba (27:00) - PDD Holdings (34:40) - Postal Savings Bank of China (41:43) - Why AJ purchased more Brookfield Corporation Please note, this conversation was recorded on January 12th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. And remember that nothing here is financial advice!
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! Please note: this podcast is not financial advice. I'm not telling you what to do… just sharing what I do! Connect: Newcomer Investor on X: https://twitter.com/NewcomerInvest Newcomer Investor Email: iamthenewcomerinvestor@gmail.com Timestamps: (0:00) - Intro (0:28) - Market (2:10) - Portfolio strategy changes over the years (14:14) - Plans for 2025 (18:10) - 5 stocks to watch in 2025
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I am joined by Asheef Lalani for an in-depth analysis of Fairfax! Please note, this conversation was recorded on November 4th. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. And remember that nothing here is financial advice Connect: Newcomer Investor on X: https://twitter.com/NewcomerInvest Newcomer Investor Email: iamthenewcomerinvestor@gmail.com Asheef on X: https://x.com/BrownMarubozu Episode Highlights: (0:00) - Intro (1:45) - Asheef's career in finance (5:00) - Asheef's investing style (7:50) - The evolution of markets (18:45) - Fairfax - what do they do? what is a p&c business? Who is Prem Watsa? What is the Fairfax culture? (27:20) - Fairfax' largest stock: Eurobank (29:45) - Understanding Fairfax' valuation and some of its “hidden” components (36:45) - Breaking down Fairfax' insurance business (41:55) - Downside protection (47:27) - The float!!! (49:20) - Global diversification (53:25) - Fairfax India (1:05:20) - Book value - comparison with Intact (1:08:00) - genius move: Fairfax' Total Return Swaps (1:12:50) - catalyst: Fairfax' potential inclusion into the TSX 60 (1:19:00) - How all Fairfax segments come together (1:20:30) - Brookfield & Fairfax similarities (1:22:00) - Fairfax vs Fairfax India (1:26:00) - Fairfax Stock: Strathcona Resources (1:43:00) - Mako Mining and execution risks (1:47:00) - Fairfax recent acquisitions: Sleep Country Canada and Peak Achievement (1:58:45) - Fairfax stock's exceptional return (2:00:00) - Stock splits (2:08:45) - Why some people choose to avoid Fairfax (and Brookfield!) (2:12:30) - How Prem treats people (2:17:00) - Asheef's advice to investors
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I chat with Aria, a brilliant investing Youtuber. We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on October 19th. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. Connect: Newcomer Investor on X: https://twitter.com/NewcomerInvest Newcomer Investor Email: iamthenewcomerinvestor@gmail.com Aria on X: https://x.com/QualityInvest5 Aria on Youtube: https://www.youtube.com/@QualityInvest5 ASML Video: https://www.youtube.com/watch?si=FX-MEIr05aOR9Nc4&v=fK9cEhR07-c&feature=youtu.be Salesforce Video: https://www.youtube.com/watch?si=Kp2Tv6KxAyQ0QuoF&v=WKYZV3gOyeU&feature=youtu.be Episode Highlights: (0:00) - Intro (1:00) - Who is Aria + his beginnings in investing (3:00) - Mastercard (13:15) - ASML (30:00) - Salesforce (44:20) - Amazon (53:20) - Google (1:01:45) - Uber (1:06:00) - Rapid fire questions (1:10:00) - Newcomer elevator pitch on Brookfield (1:23:00) - Amazon (again) - sum of parts valuation (1:25:00) - Aria's advice for new investors
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I chat with Nelson, the founder of the Canadian Dividend Investing Newsletter, and one of my favourite people in the FinTwit space! We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on October 16th. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. Connect: Newcomer Investor on X: https://twitter.com/NewcomerInvest Newcomer Investor Email: iamthenewcomerinvestor@gmail.com Nelson on X: https://x.com/CDInewsletter Subscribe to the Canadian Dividend Investing Newsletter: https://canadiandividendinvesting.beehiiv.com/ Episode Highlights: (0:00) - Intro (1:00) - Who is Nelson? (4:30) - Nelson's investing style (6:22) - TD's $3B fine and asset cap (13:20) - Canadian Big 6 Banks (17:50) - EQB (26:05) - American banks (28:25) - A&W (38:50) - Restaurant Brands International (Tim Hortons, Burger King, Popeyes, Firehouse Subs) (46:30) - McDonald's (51:30) - Yum Brands (54:20) - Alimentation Couche-Tard (1:00:00) - Parkland Fuels (1:06:50) - How will EVs affect the convenience industry??? (1:09:00) - Nutrien (1:14:00) - Dollarama (1:20:00) - Rogers Sugar (1:23:00) - Grupo Aeroportuario (1:26:00) - Polaris Infrastructure (1:31:00) - Why no Asia/Europe stocks? Why so many holdings? Why no ETFs? Favourite/best stock ever?
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I chat with Mahima Poddar, Senior Vice-President and Group Head, Personal Banking at EQ Bank. We explored EQ Bank's innovative Challenger mindset, their cutting-edge products, and how they are reshaping banking to better serve Canadians with smarter, more efficient solutions. Please note, this conversation was recorded on September 12th. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. Connect: Newcomer Investor on X: https://twitter.com/NewcomerInvest Newcomer Investor Email: iamthenewcomerinvestor@gmail.com Follow EQ Bank on X: https://x.com/eqbank Sign up for an EQ Bank Account using my referral: join.eqbank.ca/?code=ANTHONY5814 Sign up for a Small Business Account: https://www.eqbank.ca/business/business-banking/business-account Episode Highlights: (0:00) - Introduction (1:24) - Introducing Mahima (2:52) - The Challenger Bank Mindset (5:00) - Building the EQ Bank Brand - early challenges and victories (9:37) - EQ Bank's product differentiation compared to the Big 6 (18:45) - Who are EQ Bank's customers? + customer acquisition/retention strategy (22:00) - Second Chance campaign with Eugene and Dan Levy (25:00) - The benefits of technology (27:45) - Open banking (30:45) - The Branch vs Branchless debate (34:25) - Anthony and Mahima's bank customer experience anecdotes (35:55) - What Mahima is excited about in the years ahead for EQ Bank (38:35) - Post-conversation debrief
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! Please note: this podcast is not financial advice. I'm not telling you what to do… just sharing what I do! Connect: Newcomer Investor on X: https://twitter.com/NewcomerInvest Newcomer Investor Email: iamthenewcomerinvestor@gmail.com
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:50) - Pay attention to rail $CNR and $CP (7:33) - Bill Buys Brookfield $BN (12:15) - $ATD makes a bid for 7-Eleven (16:20) - $TD news
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:48) - McDonalds earnings review & comparison with Restaurant Brands International (14:30) - Will I buy McDonalds stock? (17:40) - Bell (25:48) - TC Energy
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:37) - Recent portfolio changes; and why I sold Scotiabank (6:10) - KITS Eyecare: a small cap stock to watch (12:22) - Alimentation Couche Tard x Too Good To Go (14:36) - Enghouse is coming back!
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (1:30) - ETFs (4:00) - reducing my holdings (6:55) - opportunistic buys (8:32) - spotlight: what I like about my fantastic five businesses (Brookfield; Canadian National Railway; Alimentation Couche-Tard; Franco Nevada; EQB); respect for shareholders; moats and systems
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:32) - New position: XEQT (5:29) - Exit position: Brookfield Infrastructure (7:54) - Brookfield Renewable-Microsoft deal is a game changer (11:06) - Will Starbucks come back? (13:48) - New adds: Franco Nevada and Emerging Markets ETF
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:33) - Tim Hortons launches pizza (7:24) - Contrarian stock #1 (12:43) - Contrarian stock #2 (19:28) - Contrarian stock #3
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! FOLLOW TOM THE SAVINGS CAPTAIN: Twitter: https://twitter.com/SavingsCaptain His podcast: https://open.spotify.com/show/2zjNi99LEYHMwOpEbqensL?si=10af4fc815444870 Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (1:28)- Tom's introduction; life; investing methods; long term thinking & compounding vs trading & “beating the market”;how every stock plays a role in portfolio (12:25) - Coca-Cola $KO (23:29) - Starbucks $SBUX (33:15) - Walmart $WMT (and a side of Costco, Smartcentres, Loblaws, Alimentation Couche-Tard) (43:12) - Tesla & Elon Musk (58:15) - International stocks - why Tom's portfolio is 100% USA, and the ONE emerging country he would potentially be interested (1:05:00) - Tom's ETFs and allocation + some commentary on VTI, SCHD (1:10:00) - Tom's strategies depending on market situations, crashes; investing psychology; approach to risk (1:15:00) - Musings on potentially risky stocks - $SOFI & the semi-conductor hype (1:19:00) - Disney $DIS (1:22:00) - One final piece of advice for investors
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:36) - Why I believe Alibaba will bounce back (15:00) - Brookfield update (16:45) - Consumer stocks are starting to look interesting: Starbucks, McDonalds, Mondelez
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:42) - young investors must learn to be patient (2:53) - Alimentation Couche Tard $ATD - what is ACT? Business model; what happened this quarter? Value-oriented customers; Inner Circle loyalty club; the beauty of private label products; DavidsTEA & elevating the experience; Total acquisition (13:48) - Enghouse Systems $ENGH; business model; what happened during the last 5 years, and what went wrong; their shifting revenue profile; no debt; high insider ownership; conservative investing; (20:50) - small trades - XEI; ENB; QBR; FNV; BCBN
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:42) - Why I like (but sold) Aecon Group $ARE.TO (5:43) - Banks update: TD $TD, Scotiabank $BNS and EQB $EQB (11:24) - Franco-Nevada update $FNV: royalty business model; low cost growth + high scalability; Cobra Panama update; why I'm super bullish (19:34) - Bitcoin
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:40) - Key lesson learned from my investment in Teladoc (2:57) - Teladoc high-level facts & vision of “whole-person care” (7:11) - Integrated Care segment: what is it; some numbers; moat; Newfoundland & labrador moat example; Value of data in improving health outcomes; (11:12) - BetterHelp; $3.5m acquisition cost; high level numbers; therapy now culturally accepted; growing total addressable market (13:43) - What went wrong since 2021 (20:15) - Analyzing 2023 results (29:24) - what I plan to do with my Teladoc shares (31:32) - NVIDIA
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com (0:00) - Intro (0:39) - Tim Hortons (6:16) - Burger King (9:33) - High level + 5y plan (11:38) - Riocan & Smartcentres update (13:53) - Enbridge & TC Energy update (15:10) - My next big trade…
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! FOLLOW JEREMY BELOW! Twitter: https://twitter.com/DivStockpile Youtube: https://www.youtube.com/@DividendStockpile Newcomer Investor: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (1:00) - Jeremy introduction & background (2:21) - Breaking down options: what are they; various options strategies; delta; characteristics of good options traders (14:14) - JEPI and JEPQ: what they are & how they work (17:40) - NextEra Energy (NEE) & NextEra Energy Partners (NEP) and the renewable crash + Brookfield Renewable (23:50) - Why Jeremy owns Canadian stocks as an American (25:30) - Tax implications for Americans buying Canadian stocks (26:30) - Managing 50+ holdings (28:00) - Individual stocks vs buying ETFs, feat. SCHD and DGRO (31:30) - Jeremy's non-north American stocks! (33:16) - Healthcare industry: Pfizer, Abbvie, Johnson & Johnson, United Health; how to evaluate and assess healthcare stocks (36:50) - Brookfield Corporation vs Asset Management; Blackstone; Bruce Flatt and big shoutout to Manitoba; training the next generation
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:40) - Bell; “adapting and moving forward”; the media sector is in trouble due to “creative destruction” and there is no easy way forward; bell's strategy and execution: high value networks and high value customers; Capex reduction and workforce restructuring; Crave & Amazon partnership; targeting newcomers and immigrants, partnership with Air Canada; how safe is the dividend?; what I'm doing with my BCE shares
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:55) - Understanding the nuance between Brookfield Corporation (BN) and Brookfield Asset Management (BAM) (7:00) - Brookfield Asset Management 2023 review: huge dividend raise; lots of capital raised; why BAM thrived when others struggled; stable FRE margins; majority permanent strategies = able to plan better; credit, oak tree, reinsurance; is brookfield too promotional? (15:00) - Brookfield Corporation 2023 review: finally accelerating buybacks; also nice dividend raise; brookfield's real estate segment; what I am doing now with my brookfield shares
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:35) - Brookfield Renewable 2023: record FFO; 5GW new capacity; capital recycling; buybacks; dividend increase; more & more corporate customers; avaada group; origin energy; politics; why net income so low and why it does not worry me (14:30) - Brookfield Infrastructure 2023; record FFO; dividend within range + increase; capital recycling; utilities; transport; midstream; data; more capital recycling details + Brazil (21:37) - Brookfield Business 2023: business model; Westinghouse; fabulous 5; undervalued units; long term vision; clarion (26:15) - my big dilemma. your feedback is welcome
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:39) - new purchase: Franco Nevada; what is it; why their business model is so attractive; commitment to shareholders & dividend growth; the benefits of an exploration portfolio; revenue diversification; incredible financial position (9:16) - cobre Panama; what happened?; 3 scenarios for how situation could evolve (18:53) - why I'm buying Franco now + my strategy for the future (23:06) - celebrating 5 years invested into canadian national railway
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - intro (2:07) - reflecting on investing in other countries; ray dalio & rise and fall of empires; assessing europe, india and china (19:47) - aritzia (22:40) - predictions for 2024
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:43) - Some observations & thoughts: portfolio volatility; don't be hysterical with the market; dividends have been a game changer this year; I plan to reduce more positions into 2024 (10:55) - Full portfolio as of December 15 (31:00) - Closing thoughts
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (1:43) - Stock #1 - Restaurant Brands International: the business model; the pros of international expansion; TH International; master franchise agreements; BK International; Popeyes International; technology & throughput; eps and dividend; conclusion (23:29) - Stock #2 - Lindt & Sprungli; tradition & excellence; product lines and SKUs; retail & online shopping experience; Lindt's moat during holiday season; Gold Bunny; first half 2023 financial results
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (1:18) - Morguard Corporation $MRC.TO - High Level (4:27) - Financials; MRT.UN and MRG.UN (6:45) - K Rai Sahi and the guiding principles behind Morguard; zero tolerance for subpar management; value investing philosophy (12:40) - Final thoughts on Morguard
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW thewealthtrap: https://twitter.com/thewealthtrap Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS: (0:00) - Intro & Wealthtrap's journey into investing (5:00) - Breakdown of the weed industry; Canada vs US; legalization and aftermath (11:47) - Canadian Tire: business model, moat, the power of Canadian-ness (23:23) - ETFs; biggest win, mistake, and lesson for new investors!
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Brookfield keeps Brookfielding (9:28) - Quebecor: Canada's hidden jewel (14:15) - Lesson from a small cap holding
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:46) - I finally bought back into Brookfield Infrastructure (3:20) - BIP business model & dividend (5:24) - Sticky, long term contracts with high visibility on cash flows (8:11) - Brookfield's data segment will benefit from the AI boom (12:23) - Triton (14:34) - Why I am talking about this now
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (1:10) - Canadian National Railway earnings (5:47) - Moving with the times (7:47) - Telecom industry: CRTC sides with Bell over Quebecor!!!!!!!!!!! Latest appearance on Dividend Dave's show: https://youtu.be/RO8bnpGpDeU?feature=shared One Penny at a Time Podcast: https://open.spotify.com/show/0I0Zd1v4JkT2mZb8EavnvL?si=074dc499393e45c6 CRTC Decision: https://crtc.gc.ca/eng/archive/2023/2023-335.htm
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:41) - Consumer staples are getting hurt (3:28) - Wegovy (6:00) - Verdict (9:47) - Enjoy the ride! (10:51) - Brookfield update: Origin Energy
Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:56) - Don't panic - we are being tested (6:00) - Brookfield Renewable: i am officially buying (13:00) - Mondelez deserves to be on your watchlist (17:25) - EQB announces a new acquisition!
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:44) - Fortis is Canada's new dividend king (5:39) - Fortis' dividend (7:45) - Should you buy Fortis? (11:49) - Northwest Healthcare Properties cuts dividend (15:39) - My buys this week!
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (1:30) - SCHD: Methodology & why I bought more (8:20) - Brookfield Corporation: Investor Day Highlights (21:09) - Enbridge Deal
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW Drunk Dividends: https://twitter.com/DrunkDividends Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS: (0:00) - Intro: Who is Drunk Dividends? (5:35) - What made you start investing? (8:20) - North West Company $NWC (11:35) - Growth catalysts for NWC? (13:00) - Government involvement in business (15:35) - Is NWC a core holding or trade? (17:22) - Loblaws, Metro, Empire & grocery industry (19:50) - Residential REITs (21:45) - Exchange Income Corporation $EIF (25:00) - A&W Income Fund $AW.UN and Restaurant Brands International $QSR (31:34) - The importance of being really good at one thing (32:54) - Coca Cola $KO (36:40) - Chartwell $CSH.UN, and retirement home REITs (44:00) - Drunk Dividends' love/hate relationship with the Canadian banks (50:00) - Quebecor $QBR.B, and the telco industry (54:20) - Pesorama $PESO (yes, you read it right.) (56:15) - Alcohol stocks & industry: Anheuser-Busch, Diageo, Andrew Peller (1:03:35) - Publicly traded companies vs private ownership (1:08:37) - What advice would you give a younger person?
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (1:06) - What are Yieldmax ETFs & what is their objective? (2:20) - How is this income generated? covered calls versus synthetic options strategies (7:50) - Risk/Cons (11:26) - My concluding thoughts on TSLY
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:44) - Algonquin Power disaster & key learnings (2:31) - AQN strategic review results (4:20) - What's next for AQN? (6:22) - Scotiabank earnings review (12:17) - my 4 buys of August 28-29
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com (0:00) - Intro (1:17) - Peace of mind is priceless! (3:30) - 3 strategies for investing in a market like today (10:05) - Brookfield Corporation: great work! (16:13) - Narrative change feat. Restaurant Brands International
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS: (000) - Intro (1:46) - Cons: CGL budget, debt, low asset sale multiple, & unfavourable macro environment (4:47) - Pros: Moat, long-life assets, LNG role in climate transition, stable and predictable revenues, asset recycling track record, Liquids Spinoff (11:27) - Closing thoughts - What I am doing with my TC Energy position (13:28) - I sold more of my Power Corporation position (16:00) - Brookfield update
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS: (0:00) - Intro (0:44) - So much doom and gloom out there - I choose to ignore the noise. As a long-term investor, I believe there is opportunity to benefit from human progress. (4:37) - Stock #1 (11:22) - Stock #2 (18:19) - Stock #3 (22:57) - Stock #4 (30:10) - Stock #5
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW One Penny At A Time: https://twitter.com/onepennypodcast STREAM His Podcast: https://linktr.ee/harris.elliot Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS: (0:00) - Introduction: One Penny At A Time (4:17) - Penny's strategy for tech stocks/growthy stocks (5:45) - QQQM (8:00) - ETFs = lifetime holds (8:45) - Realty Income (O) (12:00) - VICI presentation (VICI) (15:00) - VICI is a (mostly) play on Las Vegas (18:30) - Entertainment: Disney (DIS) & Nintendo, Activision Blizzard (ATVI) (23:00) - Main Street Capital (MAIN) (25:30) - Being intentional with your purchases: what role does the company play in your portfolio? (27:55) - Ally Financial (ALLY) (33:10) - Canadian Banks & TD Bank (TD) (36:00) - Why investing in international stocks may be less necessary as a US investor vs Canadian (38:52) - McDonald's (MCD) (40:00) - SCHD (42:35) - Hershey (44:40) - Music industry (46:46) - Investing according to your values: what stocks/sectors Penny does not want to invest in (48:25) - Tesla (TSLA) (49:05) - Biggest lesson/advice, and AT&T (T) (50:00) - Thank you! Please follow Penny on all platforms and give us a 5 star
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (1:30) - Telus (2:08) - Interest rates (2:57) - Debt and Capex requirements (3:32) - Telus International (5:00) - I believe it is now undervalued and could be a good turnaround play (6:23) - This was funded with a Power Corporation of Canada sale (7:42) - Alimentation Couche Tard (11:15) - EV Transition (12:20) - Blackstone & Brookfield
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW Kage https://twitter.com/Investmentkage Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS: (0:00) - Intro (1:50) - How Kage started investing (4:58) - Top holdings: VTI and VOO; key similarities and differences, and the appeal of ETFs (11:10) - Never chasing yield (11:40) - AT&T: what's going on? (14:00) - Verizon, and the issue with most telco companies: heavy capex requirements, debt, and dividends (15:30) - T-Mobile: a telco success story in the US (17:05) - Costco's business model, and competitive advantages (21:47) - Special dividends (22:40) - Costco valuation (25:00) - Buying companies that trade at high PEs - sometimes quality and moat will justify those valuations (26:32) - Kroger: growth by smart acquisitions (30:00) - Apple, the greatest business in the world (for consumers) - super powerful ecosystem + product innovation (36:16) - Microsoft, also the greatest business in the world (for businesses) - the power of bundling (41:26) - ExxonMobil: America's oil giant (45:35) - How did Kage feel about investing when COVID started (50:25) - The importance of maintaining a cash balance (53:28) - Why Kage only invests in US stocks (58:10) - Bank of America (1:00:30) - Why North American investors may want to consider investing in foreign stocks (1:03:20) - Starbucks: everyone needs to try the Irish cream cold brew. Also, the stock is pretty cool, & the genius of Howard Schultz (1:06:55) - Last piece of advice from Kage for new investors
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:48) - Aritzia earnings were BRUTAL (3:10) - Quick refresher on Aritzia (4:10) - Retail (6:30) - eCommerce (7:45) - What happened this quarter? (13:36) - What I plan to do with my Aritzia shares
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS (0:00) - Intro (0:35) - I sold out of Apple and Microsoft (1:46) - Meta unleashes “Threads” (5:07) - Tesla commits to China's “core socialist values” (9:13) - Bruce Power plans to expand its nuclear capacity - great news for TC Energy (12:18) - News blocked in Canada - Quebecor, Bell and others suspend ads
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