Stocks to Watch for the 2nd half of 2024

In this episode of the Canadian Investor Podcast, we dive into the intriguing story of the stock market in 2024, highlighting the performance disparity between US mega caps and the broader market. We explore how different weightings of the same companies can lead to varied outcomes and parlay this discussion into a mini-segment of stocks on our watchlist, presented by EQ Bank. From luxury European giants like LVMH and Christian Dior to innovative tech firms like Fortinet and Adyen, we cover a range of companies that are growing their revenues by over 10%, maintaining positive operating margins, and are currently down more than 10% over the past year. Simon goes over 10 stocks he sold in early 2020 and comparing their performance to his overall portfolio returns. Hear insights on why certain stocks were sold, the outcomes of those decisions, and how our investing approach has evolved over time.  Tickers of Stocks & ETF discussed: MNST, FTNT, CSGP, ULTA, ALGN, PYPL, DE, SBUX, ADYEY, EVVTY, DSTY, CHDRY, LVMH Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.