Newcomer Investor: Recent Episodes
Newcomer Investor
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. Contact me: Twitter at @NewcomerInvest
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/featuredEmail 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/featuredEmail 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/featuredEmail 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/featuredEmail 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/featuredEmail 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
elcome 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
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
(1:42) - 3 notable portfolio decisions I made in Q2
(4:38) - notable winners: Meta, EQB, Apple, Microsoft
(8:18) - My losers in Q2: Brookfield Renewable, Northland Power
(12:33) - My plans for Q3
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.
Connect 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
(1:04) - feel free to ask me questions
(1:31) - Tools to assess companies
(4:50) - Tools to stay close to your investment thesis
(8:00) - Tools to estimate PADI
(9:52) - XCG ETF Review
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
(1:13) - Canadian National Railway is now my 3rd largest position
(3:00) - Other updates: Sold some Google; bought some XEI, VFV, GRT.UN; placing a Limit sell on AC
(4:16) - I must select people to put my faith
(6:13) - Play the long game
(7:59) - Negative sentiment means it is time to buy
(9:35) Why private assets are attractive: no distraction
(12:42) - Be bullish, but prepared
(14:33) - Transition & renewables
(17:15) - Where does Brookfield stand on China?
(19:48) - Closing thoughts
Listen to the full interview here: https://youtu.be/iGnYQUplOOo
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 A.J. Button on Twitter: https://twitter.com/AJButton2 SUBSCRIBE to his Youtube: https://www.youtube.com/@UCqIHNKfWKUDZzhvm1cDF9rQ READ his articles: https://seekingalpha.com/author/growth-at-a-good-price
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 (1:15) - Why invest in China? (3:55) - Risks of investing in China (5:39) - Emerging markets provide additional opportunities for value (7:30) - What could/would happen if a Taiwan conflict erupts? & Taiwan Semiconductors (11:05) - Investing strategy - long, with a focus on valuation (12:10) - Alibaba vs PDD: which is better??? (15:15) - Alibaba spinoff of its operating segments (16:11) - Alibaba: high free cash flow but slow buybacks (for now) (18:50) - KWEB: probably one of the better ETFs for retail investors looking to invest in China tech stocks (19:56) - Tencent (21:50) - for China: buy cheap & assess risk properly (23:22) - Bank of America: cheap valuation (27:20) - TD: high quality Canada bank with high US exposure (27:20) - Google: incredible business with strong moat (30:00) - Apple: getting expensive (31:07) - High valuation: sometimes signs of quality, but can also be a mistake - Costco vs Shopify (34:00) - Microsoft (35:20) - AJ’s portfolio & allocation between stocks and ETFs (36:50) - Brookfield (This is the Newcomer Investor podcast, after all!) (38:24) - Reallocating portfolio funds based on valuation (38:58) - Biggest advice & lesson (42:10) - Follow @AJButton2 on Twitter!
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 (00:53) - I own EQB in my portfolio (1:54) - Brief Overview - What is EQB? (3:18) - EQB's purpose as "Canada's Challenger Bank" (3:55) - Digital Banking + Modern Products + Superior Customer Service = Great Success (5:20) - EQB is an Innovation powerhouse (7:14) - The Numbers back up the story! (9:00) - EQB is a Dividend Growth SUPERSTAR (10:42) - Competent Management & Consistent Strategy (11:37) - EQB - closing thoughts
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.
Connect 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
(0:59) - I have been active in my investing last week
(1:32) - Getting rid of my tiny positions: Telus and Fortis
(2:52) - I finally sold Meta
(5:07) - Granite - One of Canada's strongest REITs
(7:49) - VFV - The S&P 500 Index
(9:28) - Canadian National Railway
(11:13) - XEI - High Dividend Canadian ETF
(11:54) - Canada - oligopolies, dividends vs USA - competition, disruption, growth
(15:01) - Enbridge - a popular but also controversial dividend stock
(16:10) Negatives: Debt, Dilution, Dividend Payout
(18:23) - Positives: Visibility on cash flows + mostly fixed debt
(21:45) - The dividend - DCF vs EPS
(23:34) - final thoughts on Enbridge + my expectations for the future
(25:46) More final thoughts
This is the interview with Granite's CEO I mentioned: https://open.spotify.com/episode/6G94MeqQjZClrS2RmmYa85?si=676eae0303044fa7
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 TheDividendGuy on Twitter: https://twitter.com/TheDividendGuySUBSCRIBE to his Youtube: https://www.youtube.com/@UC8aD-2lWvqnkxKiGH91X1WQ STREAM his Podcast: https://open.spotify.com/show/4xk1mOZ05rwzMHRg3PGOp0?si=7532e53193fe419cSTREAM his second Podcast: https://open.spotify.com/show/4W6l74AJVV5h2BJDeVJlKg?si=e31b0beb647040e0READ his blog: https://www.thedividendguyblog.com/Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: hhttps://www.youtube.com/@newcomerinvestor/featuredEmail me at iamthenewcomerinvestor@gmail.com
(0:00) - Introducing TheDividendGuy
(5:50) - Investing strategy; how it started, and evolved over time
(10:51) - The dividend triangle
(13:06) - The dividend vs anti dividend debate
(15:12) - Amazon $AMZN
(16:28) - Constellation Software $CSU
(19:37) - Benefits of sticking to one main strategy
(21:10) - Mark Leonard: one of the greatest Canadian CEOs of all time, and the importance of high quality management with integrity
(26:08) - Canadian banks’ recent earnings: what can we expect next?!
(30:26) - Thoughts on timing the market + managing expectations
(36:09) - National Bank $NA: what makes it so special!
(45:24) - CIBC $CM, Laurentian Bank $LB: suffering from lack of focused strategy
(47:21) - Canadian Western Bank $CWB
(49:20) - Alimentation Couche Tard $ATD: one of Canada’s greatest success stories
(56:06) - Alain Bouchard - passionate, down to earth, and humble leadership
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
(0:00) - Intro
(1:26) - Legend Power Systems
(2:00) - Canadian Financial Monthly Income ETF
(2:32) - Canadian Quality Dividend ETF
(3:19) - Telus
(4:08) - FansUnite Entertainment
(5:07) - Base Carbon
(7:09) - XGRO
(7:48) - Fortis
(8:54) - Air Canada
(9:44) - Transalta Renewables
(10:42) - JEPI
(13:13) - Apple
(14:37) - Microsoft
(15:17) - BMO Canadian High Dividend Covered Call ETF
(16:06) - Aritzia
(16:45) - Canadian Pacific Railway
(18:03) - Aecon Group
(19:03) - Disney
(20:24) - Bell
(21:19) - Bitcoin
(21:51) - Meta
(23:27) - High Dividend Canadian ETF
(24:06) - Manulife
(24:40) - Kits Eyecare
(25:39) - Teladoc Health
(26:39) - Granite REIT
(27:23) - TC Energy
(27:43) - Enghouse Systems
(28:32) - Google
(29:23) - Northland Power
(29:41) - Alibaba
(31:00) - Restaurant Brands International
(31:54) - Brookfield Asset Management
(32:24) - Cash
(32:54) - Quebecor
(34:02) - SCHD
(34:48) - Brookfield Renewable
(36:37) - Algonquin Power
(37:44) - Enbridge
(38:22) - EQB
(39:58) - Abaxx Technologies
(45:20) - Smartcentres
(46:42) - TD
(48:14) - Riocan REIT
(49:41) - Power Corporation
(50:44) - Canadian National Railway
(52:16) - Scotiabank
(54:07) - The S&P 500
(55:26) - Brookfield Corporation
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.
Connect 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) - (0:00) - Intro + This is NOT FINANCIAL ADVICE
(2:46) - I have invested 40% of my Great West Lifeco money!
(3:27) - Brookfield Corporation $BN
(6:50) - Northland Power $NPI
(7:50) - Why do I not just buy Brookfield Renewable instead
(8:37) Wind vs Hydro
(10:20) - Implication for Northland Power and their recent results
(11:50) - Short and future term project pipeline
(12:50) - Dividend and Free Cash Flow
(15:53) - Yield, Total return, and stock movement
(17:22) - Google and AI
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 MillennialMojo on Twitter: https://twitter.com/MillennialMojoNewcomer 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 & Investing Philosophy(2:42) - I sold Great West Lifeco(4:06) - What I plan to do with this money.(5:26) - I bought a new stock with the Open Text money(6:18) - TC Energy(7:46) - Comparison with Enbridge and pipelines business model(10:20) - Coastal GasLink Pipeline: a controversial asset, and yet, a huge opportunity for Canada and the world(17:20) - Nuclear Power(18:22) - TC Energy is basically an enery ETF(19:12) - Answering a question
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 MillennialMojo on Twitter: https://twitter.com/MillennialMojoNewcomer 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 & Investing Philosophy(5:25) - ETFs: VDY, VFV, SCHD(10:50) - What about investing in other markets?(13:20) - Dividend investing(15:50) - Is Bell’s dividend safe?(18:50) - Algonquin Power(23:28) - Canadian banks(32:30) - DCA, Market timing, opportunistic buying(37:00) - USA allocation & CDRs(41:35) - Brookfield(51:30) - Long term and shorter term investing(57:30) - Telecom sector and Quebecor(1:05:40) - Tech stocks(1:19:00) - Tesla(1:24:00) - Best and worst investments
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. Connect 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(0:41) - The retail investor advantage(1:52) - I bought a new stock + the benefit of dividends!!!(3:32) - What is Aritzia?(5:45) - Results & 3 strategic pillars(7:12) - Why did the stock fall so much?!(8:32) - Competition is what worries me the most(9:35) - Customer loyalty & store experience(10:22) - Are Consumer Discretionary stocks safe?(14:50) - My next steps with Aritzia(15:50) - Restaurant Brands International - The narrative is changing
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. Connect 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(1:50) - What is investing?(3:02) - Trading vs Long Term Investing(4:00) - You are buying a business(4:34) - Example with TD Bank: ownership, shares, market capitalization(7:03) - How to know if a business is doing well?(7:45) - Revenue(9:14) - Net Income and Earnings Per Share (EPS)(11:25) - Free Cash Flow (FCF)(13:34) - Free Cash Flow —> Flexibility for the business(14:16) - Balance Sheet: Assets, Cash, Liabilities, Long Term Debt (with Microsoft)(16:15) - Debt & Interest Rates(17:42) - Qualitative metrics: Moat, Brand Power(20:26) - When should we buy? Dollar-Cost-Averaging vs Market Timing(23:00) - Price to Earnings Ratio (PE)(26:08) - Dividends(29:24) - Dividend Yield(30:26) - Yield on Cost(31:47) - Common dividend yield mistake(34:00) - My 3 dividend cuts: A&W, Riocan, Algonquin Power(35:07) - How to know if your dividend is “safe”? Payout Ratio & FCF(37:16) - Stock buybacks(40:18) - Share dilution(42:06) - Types of investing accounts: TFSA, RRSP, Non-Registered(42:48) - TFSA(44:16) - RRSP(46:22) - Non-Registered Account(49:23) - Choosing your brokerage account (50:18) - Questrade(52:26) - Wealthsimple(54:18) - Outro
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.
Connect on Twitter: https://twitter.com/NewcomerInvest
Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw
Email me at iamthenewcomerinvestor@gmail.com
TIMESTAMPS
(0:31) - I sold Open Text
(2:12) - Cash is not trash (anymore)
(3:36) - on my watchlist: Big Tech Earnings; Meta’s “Year of Efficiency”; AI wars
(5:33) - Dividends are not everything to me
(6:06) - Scotiabank: a new beginning?
(7:30) - Pacific Alliance: uneven results
(9:18) - My strategy with banks: $BNS, $TD, $EQB
(10:56) - Brookfield attempts to buy Network 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.
Connect 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
(1:10) - Tesla Earnings
(2:10) - Price reductions & Brand power
(6:04) - Honest thoughts on Tesla
(8:13) - Elon Musk
(12:14) - Can you be CEO of so many companies? Who gets prioritized?
(13:38) - I wish all the best to Tesla shareholders
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.Connect on Twitter: https://twitter.com/NewcomerInvestSubscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQwEmail me at iamthenewcomerinvestor@gmail.comTIMESTAMPS(0:00) - Intro(0:30) - Markets are shaky(1:53) - REITs are not having a great time(2:42) - Why do people buy REITs?(3:35) - Dividend yields are moving up(4:24) - REITs are cutting distributions left and right(5:25) - My strategy with REITs(5:38) - My "safe" REITs: Riocan $REI.UN and Granite $GRT.UN(7:15) - Brookfield Corporation: will their office portfolio cause their downfall?(9:00) - Smartcentres $SRU.UN - My most recent buy(9:36) - Is the Smartcentres dividend safe ... ? ? ?(13:40) - Should you just ignore REITs and buy other high yield sectors ie. Telco and Energy?(14:21) - My REITs are not (too) politicized
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 DividendKingTSX on Twitter: https://twitter.com/DividendKingTSX
Subscribe to DividendKingTSX on Youtube: https://www.youtube.com/@dividendkingtsx
Connect on Twitter: https://twitter.com/NewcomerInvest
Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Intro
(1:00) - Who is DividendKingTSX?
(3:25) - DK’s beginnings as an investor, and investing philosophy
(6:45) - The ongoing Dividend vs non dividend debate
(9:20) - Dividend growth stocks are awesome! Check out Canadian National Railway $CNR
(10:16) - ETFs
(13:33) - Young investors often buy shiny and exciting things
(16:16) - Active vs Passive ETFs and MER
(19:50) - Recent sales: $SCHD, $VCN, $VRE
(22:20) - Current holdings: $VDY, $VFV, $XEI, $CASH.TO
(25:15) - Individual stocks
(26:20) - Brookfield $BN, high insider ownership
(28:05) - Enghouse Systems $ENGH - great dividend growth
(29:07) - Algonquin Power $AQN - a contrarian play
(35:00) - $FLT - Drone Delivery Canada
(45:20) - Openness to allocating a small % of portfolio to high-risk high-reward companies
(49:15) - Lessons from success and failure
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.
Connect on Twitter: https://twitter.com/NewcomerInvest
Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Intro
(0:57) - My allocation strategy
(2:51) - Breaking down my portfolio by sector
(5:22) - My core vs peripheral holdings
(6:18) - Examples
(9:02) - Peripheral holdings are those that I trade/recycle
(10:42) - Brookfield buys Triton!
(13:24) - Procter and Gamble dividend increase
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.
Connect on Twitter: https://twitter.com/NewcomerInvest
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(0:00) - Intro
(0:27) - “The Last Of Us” is such an amazing show!
(1:50) - $TD is now the most shorted bank
(2:05) - What is shorting?
(3:07) - Why are people shorting $TD?
(4:40) - Poll results from my fellow investors on Twitter
(5:49) - Listener question: $VFV vs $ZSP S&P 500 ETFs
(7:23) - Listener question: $VXC Global All Cap ex Canada ETF
(10:45) - Virgin Orbit $VORB disaster and the risks of hyper-optimism
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.
Connect on Twitter: https://twitter.com/NewcomerInvest
Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Record March Dividends & The beauty of passive income!
(2:49) - NFA Reminder
(3:12) - My first buy of Q2 2023
(3:34) - S&P 500: Long term outperformer. If you can’t beat it… join it!
(5:00) - When it makes sense to invest the S&P vs not
(6:03) - Warren Buffett & Charlie Munger on the S&P 500
(9:30) - What stocks/industries make up this index?
(9:23) - Buys: ETFs: $VFV, $SCHD, $XEI
(12:23) - What investors mean when they say a stock is “expensive”
(13:38) - What is PE + examples
(15:30) - Why do companies trade at higher or lower PEs
(16:51) - S&P 500 Valuation from a historical perspective
(18:18) - Japan’s stock market crash and “Lost Decades”
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. Connect on Twitter: https://twitter.com/NewcomerInvestSubscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQwEmail me at iamthenewcomerinvestor@gmail.com(0:00) - Intro(1:04) - It’s hard to sell stocks(1:50) - Complete exits: Starbucks $SBUX, CGI Inc $GIB.A(3:35) - Core vs Peripheral Holdings(4:48) - Complete exits: $ZDV, $VDY(6:40) - Partial sale: Aecon Group $ARE.TO(8:50) - Partial sale: Open Text $OTEX(9:23) - Buys: ETFs: $VFV, $SCHD, $XEI(10:25) - The financial sector is looking great now! I bought $TD and $EQB(11:30) - REITs: I bought Smartcentres and Granite $SRU.Un $GRT.UN(12:16) - I bought high yielding stocks: Bell $BCE and Enbridge $ENB(13:00) - Brookfield $BN(14:08) - Northland Power $NPI and Canadian National Railway $CNR(14:52) - Thoughts on the market and my strategy (16:32) - Rogers-Shaw merger results are in!(18:38) - What does this merger mean for shareholders of $BCE $T $RCI $QBR ?
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. Connect on Twitter: https://twitter.com/NewcomerInvestSubscribe on Youtube: / @newcomerinvestor Email me at iamthenewcomerinvestor@gmail.com (0:00) - Intro(0:30) - Riocan & Retail after COVID(6:00) - Alibaba Restructuring: What happens now?
Watch the full Riocan interview here: https://youtu.be/PeawGwkLbyk
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.
Connect on Twitter: https://twitter.com/NewcomerInvest
Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Intro
(1:30) - Passion vs Buy Recommendation
(3:27) - $XEI Canadian High Dividend ETF
(5:36) - $GRT.UN Granite REIT
(6:51) - $BN Brookfield Corporation
(7:58) - RBC Capital Markets Team’s take on Brookfield: severely undervalued
(9:04) - Thoughts on Brookfield’s Real Estate portfolio
(10:14) - RE can be reconverted and monetized in various ways
(11:10) - Urbanisation: people continue to migrate towards large cities
(12:10) - Conglomerate discount explained
(14:28) - Brookfield interview: investing philosophy
(16:40) - Brookfield advantage: transaction size
Read Brookfield's recent interview: https://economictimes.indiatimes.com/news/company/corporate-trends/india-over-the-next-10-years-will-see-a-dramatic-increase-in-fdi-bruce-flatt-ceo-brookfield/articleshow/98788903.cms?from=mdr
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 OUR GUEST DIVIDEND DAVE HERE: Youtube: https://www.youtube.com/@DividendDave73Twitter: https://twitter.com/Lovey1973Connect on Twitter: @NewcomerInvestSubscribe on Youtube: Newcomer InvestorEmail me at iamthenewcomerinvestor@gmail.com(0:00) - Intro(1:35) - Dividend Dave (5:55) - Bank stocks: should we be worried?! US banks vs Canadian banks(11:10) - DFN(13:40) - Insurance(16:04) - Telecom(19:10) - Is the Bell dividend safe??(23:00) - Algonquin Power(29:00) - Suncor, Oil & Gas(30:40) - Enbridge & the case for pipelines(32:20) - How many stocks should you own?(35:16) - Rail(38:54) - Gold, Mining, Materials(44:50) - Tech Stocks(48:57) - The benefits of ETFs(50:49) - USD vs CAD Exchange Rate(54:50) - Investing with your values/morals(1:01:03) - Successes/Failures and advice 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.
Connect on Twitter: @NewcomerInvest
Subscribe on Youtube: Newcomer Investor
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Intro
(1:25) - Why i have so many stocks
(2:22) - Bell $BCE
(3:23) - Disney $DIS
(4:51) - Canadian High Dividend ETF $XEI
(6:16) - Kits Eyecare $KITS
(8:06) - Bitcoin
(9:32) - Teladoc $TDOC
(12:12) - Manulife $MFC
(12:40) - Granite REIT $GRT.UN
(13:14) - Enghouse Systems $ENGH
(14:42) - Open Text $OTEX
(15:40) - Alphabet $GOOG
(16:40) - Alibaba $BABA
(20:26) - Restaurant Brands International $QSR
(21:14) - Brookfield Asset Management $BAM
(22:05) - Quebecor $QBR
(23:10) - Wrapup: top 15 stocks readout
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.Connect on Twitter: @NewcomerInvestSubscribe on Youtube: Newcomer InvestorEmail me at iamthenewcomerinvestor@gmail.com(0:00) - Intro(1:12) - Why I added Bell $BCE as a complement to Quebecor $QBR(2:45) - Bell valuation & dividend(4:00)- Telco sector will benefit from immigration to Canada(5:05) - I need more diversification in myportfolio(6:00) - Enbridge $ENB(6:25) - Enbridge valuation & dividend(6:47) - I believe Enbridge has one of the widest moats in Canada(7:30) - Enbridge Perception vs Reality: Why I believe it is a safe stock despite the increasing hostility to pipeline companies(8:58) - TD Bank $TD - investors are scared, I’m excited! (10:14) - Reviewing quick facts + their excellent track record(11:50) - $VFV The S&P 500: The single best investment for 99% of people, myself included
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.
Connect on Twitter: @NewcomerInvest
Subscribe on Youtube: Newcomer Investor
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Intro
(1:38) - What is Power Corporation
(3:50) - Brief History
(4:20) - Paul Desmarais's Vision for Power Corporation
(6:38) - Power Corporation's Key Principles
(7:25) - Long Term Orientation & Prudence dominate their thinking
(8:55) - This stock will appeal to risk averse people and/or retirees who want stable dividends
(9:40) - Great-West Lifeco: Power's greatest asset and largest contributor
(10:56) - IGM Financial: one of Canada's large wealth management companies
(12:56) - Groupe Bruxelles Lambert: a play on European stocks
(14:40) - Sagard and Power Sustainable
(17:24) - Lion Electric & Chinese Investments
(19:30) - Answering a question: what is the value proposition in buying Power Corporation?
Corporate structure: https://www.powercorporation.com/en/companies/organization-chart/
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.
Connect on Twitter: @NewcomerInvest
Subscribe on Youtube: Newcomer Investor
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Intro
(0:56) - SVB Collapse Update
(1:42) - Kevin O’Leary’s take on Banks (he’s no longer a fan)
(3:51) - How I feel about Banks
(4:42) - Time to respond to tweets + This is NOT FINANCIAL ADVICE
(5:16) - Brookfield’s exposure to office
(8:28) - Perception vs Reality
(10:05) - Easier to feel comfortable if you know your business
(10:30) - Conceptualizing Brookfield as a Chessboard
(13:23) - “Brookfield is cyclical, therefore: sell everything and buy back later” - I am definitely not going to do that
(14:40) - Concluding thoughts: my strategy, and last stock I purchased
Note: I had an audio issue at 3:20 - audio should say: "another fear that accompanies this moral hazard issue is..."
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.
Connect on Twitter: @NewcomerInvest
Subscribe on Youtube: Newcomer Investor
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Intro
(0:38) - Silicon Valley Bank collapse
(1:10) - SVB history
(1:38) - How banks make money
(3:05) - The impact of high interest rates
(4:12) - What went wrong at SVB
(7:36) - How I feel about banking & my 3 bank stocks $BNS $TD $EQB
(8:35) - I bought more Toronto Dominion Bank $TD
(9:23) - How I feel and what I do during market panic
(10:55) - What to buy if you are scared of picking a company that will die
(11:41) - My thoughts on recent Enghouse Systems $ENGH earnings
(15:22) - Outro
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.
Connect on Twitter: @NewcomerInvest
Subscribe on Youtube: Newcomer Investor
Email me at iamthenewcomerinvestor@gmail.com
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.
Connect on Twitter: @NewcomerInvest
Subscribe on Youtube: Newcomer Investor
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Intro
(1:10) - 2 Stocks I bought this week
(3:15) - Life update
(5:39) - The important role high dividend stocks will play for me in 2023
(7:10) - Thoughts on Big Tech stocks
(8:18) - Why my Big Tech allocation is so small
(9:34) - Why I do not hold Amazon stock
(10:34) - Why I am not running to buy AI stocks
(13:51) - Canadian Pacific and Keith Creel
(15:17) - Outro
Listen to the Keith Creel episode here: https://open.spotify.com/episode/7AmDi9ESyGt4vUqPlPEb0O?si=f16572c6356c44d3
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.
Connect on Twitter: @NewcomerInvest
Subscribe on Youtube: Newcomer Investor
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Intro
(0:40) - Why I sold my Starbucks shares $SBUX
(3:35) - What I bought with that money, and why
(4:46) - What went wrong at Scotiabank and what I plan to do with my shares $BNS
(7:45) - Quebecor Update - No dividend raise!!! $QBR
(10:55) - Latest updates on Freedom Mobile deal
(11:30) - Politics of Canada & Quebec: why I think the deal will go through
(14:18) - Reduced my position in Aecon $ARE.TO
(15:20) - Why I am not worried about the recent news on Brookfield DTLA defaults $BN $DTLA
(17:18) - Non-recourse debt
(18:16) - Bruce Flatt on DTLA & Brookfield real estate
(19:52) - Why Bruce Flatt is optimistic in today’s market environment
MORE MATERIALS I REFERENCED BELOW
- Article about the DTLA defaults: https://www.bloomberg.com/news/articles/2023-02-14/brookfield-defaults-on-two-los-angeles-office-towers?leadSource=uverify%20wall
- Full Bruce Flatt interview: https://youtu.be/pSbEg2DRxqo
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.
Connect on Twitter: @NewcomerInvest
Subscribe on Youtube: Newcomer Investor
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Intro
(1:13) - The dividend vs anti dividend debate
(2:17) - How anti-dividend people misunderstand many dividend investors
(3:42) - “companies lose value by paying dividends” —> it’s not that simple
(5:50) - “you can make your own dividend by selling stock” —> it’s not that simple
(7:28) - dividends provide peace of mind in an uncertain world, and help us manage our emotions. Total returns matter, but so does the journey to get there
(9:42) - Closing thoughts
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.
Connect on Twitter: @NewcomerInvest
Subscribe on Youtube: Newcomer Investor
Email me at iamthenewcomerinvestor@gmail.com
- (0:00) - Intro
- (1:13) - Brookfield Renewable $BEP.UN.TO / BEPC.TO
- (2:18) - Telus $T.TO
- (3:20) - Canadian National Railway $CNR.TO
- (5:47) - Smartcentres $SRU.UN.TO
- (7:00) - Riocan $REI.UN.TO
- (8:19) - Bed Bath & Beyond Disaster will not destroy Riocan
- (9:33) - Restaurant Brands International $QSR.TO
- (12:36) - EQB Inc $EQB.TO
- (13:13) - Manulife $MFC.TO
- (14:00) - I want more geographic diversification in my portfolio
- (14:52) - Canada’s strengths: Financials & Natural Resources
- (16:53) - America’s strengths: Tech, Consumer Staples, Entertainment, Healthcare
- (18:30) - European strengths: Healthcare, Consumer Staples, Luxury Goods
- (20:00) - The Luxury industry defies the laws of economics!
- (20:48) - China: room to grow despite geopolitical tensions
- (21:55) - My allocations right now & goals for the future
- (22:45) - Charlie Munger on crypto
Charlie clip: https://youtu.be/Uf7OZld47K4
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.
Connect on Twitter: @NewcomerInvest
Subscribe on Youtube: Newcomer Investor
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Intro
(0:50) - This podcast is not financial advice
(2:28) - Stock I bought this week: Brookfield Corporation $BN.TO
(3:18) - Answering: “Which Brookfield should I buy?”
(4:24) - Brookfield Infrastructure $BIP.UN.TO / $BIPC.TO
(5:34) - Brookfield Renewable $BEP.UN.TO / $BEPC.TO
(6:12) - Don’t let your political beliefs cloud your investing analysis
(7:00) - Divide between O&G Investors and Renewable Investors
(7:50) - Common (and fair!) criticisms of Renewable industry
(8:35) - Brookfield is strong in Hydroelectric Power
(9:05) - Increasing benefits for the Renewables sector
(9:50) - BEP’s Dividend track record, and payout ratio
(10:30) - What I plan to do with BEP
(10:44) - Brookfield Asset Management $BAM.TO
(12:00) - Why Brookfield Corporation is my favourite
(12:30) - Lesson from Brookfield Property Partners
(13:38) - What I am doing with Great-West Lifeco $GWO
(14:50) - Understanding their business model
(16:45) - My thoughts on Microsoft/ChatGPT vs Google
(18:23) - Disney’s recent 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. Connect on Twitter : @NewcomerInvestSubscribe on Youtube: Newcomer InvestorEmail me at iamthenewcomerinvestor@gmail.com(0:00) - Intro(1:05) - Revealing my latest purchase(2:00) - My thoughts on Office REITs(2:58) - My thoughts on Residential REITs(3:47) - I love companies that fly under the radar(5:05) - The Industrial sector (generally) has sticky deals(5:30) - Focus on long-term total returns(6:06) - Dividend track record and safety(6:58) - Geographic diversity!(7:40) - My only concern with this stock(9:10) - My thoughts on the future of this industry
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.
Connect on Twitter : @NewcomerInvest
Subscribe on Youtube: Newcomer Investor
Email me at iamthenewcomerinvestor@gmail.com
(0:00) - Intro
(1:50) - What are dividends?
(3:05) - Dividends: the ultimate passive income
(3:52) - My first experience with dividends
(4:45) - Dividend yield explained
(6:35) - Common dividend mistake to watch out for
(7:55) - Yield traps
(9:20) - Payout ratio explained
(11:30) - Look deeper to understand the full picture
(12:03) - Depreciation explained
(13:58) - Dividend growth rate
(15:20) - You can benefit from non-dividend stocks too
(16:47) - [in general] What type of companies pay dividends vs not
(18:25) - Dividend companies tend to be mature and established
(19:00) - My thoughts on the dividend vs anti-dividend debate
(19:40) - People should invest PRIMARILY based on their circumstances and goals
(20:20) - Journey to $3,000 PADI and recent setback
(21:00) - Annual January dividend income comparison, 2019 to 2023
(22:00) - My investing strategy and contributions
(22:56) - My top 5 largest dividend payers
(23:47) - Why I love REITs!
(24:15) - My dividend strategy for the future
(25:30) - I do not recommend only high dividend yield stocks, it’s better to invest in a “boring” low yield & high growth ones
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.
Connect on Twitter :@NewcomerInvest
Subscribe on Youtube: Newcomer Investor
Email me at iamthenewcomerinvestor@gmail.com
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.
Timestamps:
(0:00) - Intro
(0:55) - What FinTwit debates are really about
(3:14) - Risk tolerance
(5:10) - My Focus is (more) on Downside Protection
(5:50) - Value Investing vs Growth Investing
(6:42) - I am opportunistic and break my own rules if necessary
(9:08) - Age, Time Horizon, and Goals
(10:52) - Recap
Connect on Twitter: https://twitter.com/NewcomerInvest
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Follow on Spotify: https://open.spotify.com/show/7koQIwwtB1NxJYPxEW9A9w?si=1e264e386c26478c
Email at iamthenewcomerinvestor@gmail.com
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.Timestamps:(0:00) - Intro(0:20) - Canadian National Railway earnings(3:05) - My current strategy, recent purchase and sale(6:05) - I am overweight in financial stocks(6:58) - Answering a question: $VDY vs $XEI(9:42) - $DIS vs $NFLX(10:52) - $SPOT vs $AAPL(12:10) - $REI.UN vs $SRU.UN(13:35) - Why I am hesitant about pure-play residential REITsConnect on Twitter: https://twitter.com/NewcomerInvestSubscribe on Youtube: https://www.youtube.com/@newcomerinvestor/videosFollow on Spotify: https://open.spotify.com/show/7koQIwwtB1NxJYPxEW9A9w?si=1e264e386c26478cEmail at iamthenewcomerinvestor@gmail.com
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. Today, we're defending Restaurant Brands International - Ticker symbol $QSR
Connect on Twitter: https://twitter.com/NewcomerInvest
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Email at iamthenewcomerinvestor@gmail.com
Timestamps:
(0:00) - Intro
(1:55) - RBI's Business Model: Franchisor vs Franchisee
(3:50) - Market saturation argument
(5:40) - Growth opportunities from International markets
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.
Connect on Twitter: https://twitter.com/NewcomerInvest
Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/videos
Follow on Spotify: https://open.spotify.com/show/7koQIwwtB1NxJYPxEW9A9w?si=1e264e386c26478c
Email at iamthenewcomerinvestor@gmail.com
Timestamps:
(0:00) - Intro
(1:30) - Sticky product & Ecosystem
(4:10) - Moat & Barriers to entry
(7:20) - Debt levels
(9:20) - Network effects
(11:15) - Thoughts on a Tweet
(12:40) - My investing style is my weakness & strength
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.
(0:00) Intro
(0:56) $ SCHD ETF
(3:03) Algonquin Power $AQN
(6:36) Quebecor $QBR
(9:15) EQB Inc. $EQB
(10:45) Enbridge $ENB
(13:25) Great-West Life $GWO
(14:55) TD $TD
(16:50) Abaxx Technologies $ABXX
(21:50) Smartcentres $SRU.UN
(23:23) Power Corporation $POW CORRECTION* - I misspoke and meant Canadian PM Jean Chretien (not Charest!)
(26:40) Riocan $REI.UN
(29:10) Canadian National Railway $CNR
(30:15) S&P 500 ETF $VFV
(31:25) Bank of Nova Scotia $BNS
(32:17) Brookfield Corporation $BN
Connect on Twitter: https://twitter.com/NewcomerInvest
Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/videos
Follow on Spotify: https://open.spotify.com/show/7koQIwwtB1NxJYPxEW9A9w?si=1e264e386c26478c
Email at iamthenewcomerinvestor@gmail.com
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.
(0:00) Introduction
(1:06) Teladoc: what went wrong?
(3:29) Teladoc’s impressive revenue growth
(4:22) Healthcare today
(5:30) People want convenience
(7:30) Meta
(8:13) 2 reasons people hate Meta
(8:40) How Meta’s ads work
(9:56) The Metaverse
(10:55) Meta is strong
(11:35) Meta’s next move: focusing on ARPU
(12:59) Closing thoughts
Connect on Twitter: https://twitter.com/NewcomerInvest
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Email at iamthenewcomerinvestor@gmail.com
NOTE* - CORRECTION! LIVONGO ACQUISITION WAS 18.5 BILLION (NOT 17B)
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.
Algonquin Power got caught up in today's high interest rates and as a result, are taking decisive action. Stream this episode to hear my immediate thoughts on Jan 12th's Investor Update on the subject.
Contact me:
Twitter at @NewcomerInvest
Email: iamthenewcomerinvestor@gmail.com
Welcome to Episode 3 of 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.
Timestamps:
0:00 - Introduction
1:30 - Canadian National Railway Intro
2:00 - CNR's 2021, in numbers
2:52 - CNR's Revenue Mix & importance to Canadian economy
4:00 - Stock Performance, Dividends, and Buybacks
6:10 - Cathie Wood
7:00 - ARKK's "Bad Ideas Report" thesis on Rail
8:30 - My overall thoughts
9:30 - Scotiabank, Canadian FinTwit's most unpopular bank
10:30 - My thoughts on Scotiabank stock today
11:48 - Canadian banks are undeniably some of the best in the world
13:23 - Answering a question from Twitter: S&P 500 ETF - should you buy the hedged or unhedged version? (VFV / VSP)
14:53 - I’m not worried about the Canadian dollar or economy
15:45 - Outro
Twitter: https://mobile.twitter.com/NewcomerInvest
Email: iamthenewcomerinvestor@gmail.com
Subscribe to the Channel: https://www.youtube.com/@newcomerinvestor/featured
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.
Timestamps:
0:00 - Intro
0:15 - Someone’s Tweet response to my portfolio
0:50 - The Oil & Gas sector
1:52 - Why I (almost) don’t invest in Oil & Gas
2:25 - Investing in what you understand
3:55 - FOMO
4:52 - My first FOMO mistake: Weed stocks
6:18 - My greatest success/mistake, and lesson learned: MindMed
7:50 - The dangers of success: overconfidence
Contact me on Twitter at @NewcomerInvest
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.
Timestamps:
0:00 - Goals of this channel
1:25 - A bit about me!
2:50 - Single greatest investment, in my opinion
Contact me:
Twitter at @NewcomerInvest