Ticker Take

What are 4 mispriced stocks? We asked successful investor Liz Miller. Liz doesn’t think of herself as a stock picker. Instead, she focuses on positive economic trends and searches for stocks that are out of sync with with those trends. The idea is that if there’s a lot of wind behind an idea, BUT the market hasn’t caught up, that becomes an opportunity for investors. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 What are "mispriced" stocks? 0:49 Why macro trends helps identify stock opportunities. 2:12 How to find good stocks that match those trends. 3:36 Stock 1 - Toll Brothers (TOL) 5:07 Stock 2 - Lennar (LEN) 6:06 Stock 3 - Microsoft (MSFT) 7:43 Stock 4 - Netflix (NFLX) Our thanks to Liz Miller for joining us on Ticker Take! You can learn more about Liz here: https://summitplacefinancial.com/our-team/liz-miller-cfa-cfp/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices

Software was supposed to eat the world. Now, investors are asking if AI is going to eat software. But not all software stocks are the same. Fatima Boolani, co-head of U.S. software research at Citi, told us about 5 companies she believes are best set up to win in the AI era — and why they have everything to do with plumbing! As always, this is not financial advice. Chapters: 0:00 Intro 0:21 What's happening to software stocks in AI era? 0:49 Why "plumbing" companies will win in software. 2:10 How to pick a winning software stock. 5:02 Stock 1 - Palo Alto Networks (PANW) 7:09 Stock 2 - CrowdStrike (CRWD) 8:54 Stock 3 - Datadog (DDOG) 11:30 Stock 4 - Rubrik (RBRK) 14:22 Stock 5 - Cloudflare (NET) Our thanks to Fatima Boolani for joining us on Ticker Take! If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

When your stocks take a punch, do they have what it takes to get back up? Thomas Martin of Globalt Investments explains how to pick "built to last" stocks and shares 12 picks from his own portfolio. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Investor reality: stocks get bruised. 1:00 Why you should target "built to last" businesses. 1:55 How to pick a stock that is built to last? 4:01 Stock 1 - Applovin (APP) 5:19 Stock 2 -Carvana (CVNA) 6:55 Stock 3 - Robinhood (HOOD) 7:53 Stock 4 - MongoDB (MDB) 8:44 Stock 5 - Microsoft (MSFT) 9:47 Stock 6 - Oracle (ORCL) 10:47 Stock 7 - Palo Alto Networks (PANW) 11:31 Stock 8 - Palantir (PLTR) 12:30 Stock 9 - S&P Global (SPGI) 13:27 Stock 10 - Spotify (SPOT) 14:21 Stock 11 - Uber (UBER) 15:35 Stock 12 - Visa (VISA) Our thanks to Thomas Martin for joining us on Ticker Take! Learn more about Thomas here: https://www.globalt.com/thomas-martin If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Belski of Humilis Investment Strategies explained his playbook for finding winners and shared 5 high quality picks for long-term investors. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 The high five stocks! 0:45 Brian explains his investing approach. 1:52 How Brian finds the perfect stocks for his portfolios. 2:50 Stock 1 - Costco (COST) 3:30 Stock 2 - Alphabet (GOOG) 4:27 Stock 3 - Netflix (NFLX) 5:15 Stock 4 - Aritzia (ATZ) 6:05 Stock 5 - Alimentation Couche-Tard (ATD) Our thanks to Brian Belski for joining us on Ticker Take! Learn more about Brian and Humilis here: https://humilisinv.com/team/ If you’re just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok: https://www.tiktok.com/@jonerlichman?lang=en ● Instagram: https://www.instagram.com/jonerlichman/?hl=en ● X: https://x.com/JonErlichman ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website: https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I’ve had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices

Investors are often told to be patient and wait for the right price. But there's a way to get paid while you wait. Value investor Chris Thom generates income on stocks he likes using options. In this episode of Ticker Take, he explained how it works and highlighted 8 stocks that are part of his strategy. As always, this is not financial advice. Chapters: 0:00 Intro 0:23 How to make money using options. 1:09 Is this strategy too good to be true? 1:35 How to pick a value stock for an options strategy. 2:19 Stock 1 - Cameco (CCO) 3:19 Stock 2 - Costco (COST) 4:02 Stock 3 - Dollarama (DOL)) 4:35 Stock 4 - General Motors (GM) 5:30 Stock 5 - Microsoft (MSFT) 6:46 Stock 6 - Pet Valu (PET) 7:31 Stock 7 - Progressive (PGR) 8:13 Stock 8 - Uber (UBER) - presented by special guest, Chris' son Monty! Our thanks to Chris Thom for joining us on Ticker Take! Learn more about Chris here: https://moatfinancial.ca/chris-thom Our thanks as well to Chris' son Monty for making a special apperance! If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #options Learn more about your ad choices. Visit megaphone.fm/adchoices

Some of the smartest investors take a different view. A contrarian view. Colin Stewart is one of them. He sees opportunity in six misunderstood stocks, focusing on high-quality companies with high barriers to entry, predictable cash flows, and long-term upside. In particular, he's tracking defense and aerospace, where rising global spending creates multi-year tailwinds, and software companies hit by AI concerns that may now trade below intrinsic value. As always, this is not financial advice. Chapters: 0:00 Intro 0:27 The basics of contrarian investing. 0:54 Why value investing can outperform growth investing. 2:08 How to pick a value stock. 3:24 Stock 1 - Magellan Aerospace (MAL) 4:39 Stock 2 - Telesat (TSAT) 5:54 Stock 3 - StandardAero (SARO) 7:06 Stock 4 - Altus (AIF) 8:45 Stock 5 - Kinaxis (KXS) 10:14 - Thomson Reuters (TRI) Our thanks to Colin Stewart for joining us on Ticker Take! Learn more about Colin here: https://www.jcclark.com/team-members/colin-stewart/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices

AI has ushered in one of the biggest investing stories of the decade. But lately, the trade has felt complicated. There are dozens of AI stocks to choose from and plenty of debate about who the real winners will be. Plus, the market itself has been rocky, with investors selling some of the big winners. But tech investor Hatem Dhiab says don't overthink it. He believes there are four core companies at the heart of the AI economy. And if you own these stocks, you’re capturing some of the most important parts of the AI buildout: chips, memory, connectivity, and power. Plus, he shared one bonus tech stock he thinks could also be a big winner. As always, this is not financial advice. Chapters: 0:00 Intro 0:35 Did the AI trade become complicated? 0:49 Why Hatem believes you should own the 4 core AI stocks. 1:30 How Hatem picked the 4 core AI stocks. 5:40 Core AI stock 1 - Nvidia (NVDA) 7:53 Core AI stock 2 - Micron Technology (MU) 9:40 Core AI stock 3 - Amphenol (APH) 10:48 Core AI stock 4 - GE Vernova (GEV) 12:31 Bonus pick - Netflix (NFLX) Our thanks to Hatem Dhiab for joining us on Ticker Take! Learn more about Hatem here: https://www.gerberkawasaki.com/our-team/hatem-dhiab If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #ai Learn more about your ad choices. Visit megaphone.fm/adchoices

Think old companies are boring? Think again! Investor Steve Rowles walks us through 13 century-old stocks that are quietly benefiting from the AI boom while delivering dividend growth. Discover which 13 established names are positioning themselves for tomorrow’s tech-driven economy. As always, this is not financial advice. Chapters: 0:00 Intro 0:24 What's old is new again! 0:49 Why Steve invests in old companies benefiting from AI. 1:30 How does he pick these stocks? 2:49 Stock 1 - GE Vernova (GEV) 3:41 Stock 2 - Constellation Energy (CEG) 4:25 Stock 3 - Freeport-McMoRan (FCX) 5:42 Stock 4 - Caterpillar (CAT) 6:46 Stock 5 - Eaton (ETN) 7:36 Stock 6 - AECOM (ACM) 8:34 Stock 7 - Vertiv (VRT) 9:30 Stock 8 - Schneider Electric (SU) 10:34 Stock 9 - Honeywell (HON) 12:04 Stock 10 - Siemens (SIE) 12:42 Stock 11 - JPMorgan Chase (JPM) 13:32 Stock 12 - Eli Lilly (LLY) 15:04 Stock 13 - Johnson & Johnson (JNJ) Our thanks to Steve Rowles for joining us on Ticker Take! Learn more about Steve here: https://wellington-altus.ca/advisor/steven-rowles/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #ai Learn more about your ad choices. Visit megaphone.fm/adchoices

The robotics revolution is here. Humanoid robots are walking into our world. From Tesla’s Optimus to Hyundai’s Atlas, these machines see, think, and act. They're transforming factories, streets, and homes. Analysts predict 1 billion humanoid robots by 2050 in what could become a $7 trillion market. This investing video breaks down the key players, the technology behind physical AI, and the ecosystem -- from rare earth minerals to AI chips. Chapters: 0:00 Intro 0:55 Section 1 - The market opportunity 3:33 Section 2 - The key players 5:31 Section 3 - The technology 6:42 Section 4 - The challenges & skepticism 7:29 Section 5 - The future vision Subscribe to stay on top of the companies, innovations, and opportunities shaping a world where robots move like humans! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #robot #technology #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

Finding great stocks often means looking at more than one signal. We spoke with First Avenue Investment Counsel CIO Brian Madden about his “quadruple threat” approach to investing. He highlighted eight stocks that check four key boxes: fundamentals, technicals, quantitative signals, and macro themes. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 4 keys to picking great stocks! 0:53 Why Brian takes a "quadruple threat" approach to investing. 2:01 How you can replicate Brian's strategy. 2:58 Stock 1 - Home Depot (HD) 4:10 Stock 2 - Taiwan Semiconductor (TSM) 5:22 Stock 3 - Trican Well Service (TCW) 6:41 Stock 4 - Dollarama (DOL) 8:16 Stock 5 - McKesson (MCK) 9:44 Stock 6 - JPMorgan Chase (JPM) 11:05 Stock 7 - Shopify (SHOP) 12:32 Stock 8 - Cameco (CCJ) Our thanks to Brian Madden for joining us on Ticker Take! Learn more about Brian here: https://www.firstavenuecounsel.com/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

AI is shaking up industries across the global economy. Could it also threaten the dividend income that some investors depend on? We asked Jenny Van Leeuwen Harrington, CEO of Gilman Hill Asset Management and the author of "Dividend Investing." She explained her investing process as a dividend income investor. Plus, she highlighted 10 stocks that get her stamp of approval. As always, this is not financial advice. Chapters: 0:00 Intro 0:22 Understanding dividend income investing. 0:53 Can you stress test a dividend stock for AI risks? 2:49 How Jenny picks stocks as a dividend income investor. 4:16 Stock 1 - Kimberly-Clark (KMB) 6:09 Stock 2 - Milrose Properties (MRP) 7:14 Stock 3 - Amcor (AMCR) 8:11 Stock 4 - Enterprise Products Partners (EPD) 9:59 Stock 5 - Bristol-Myers Squibb (BMY) 10:57 Stock 6 - VICI Properties (VICI) 11:25 Stock 7 - Honda (HMC) 11:54 Stock 8 - TotalEnergies (TTE) 12:24 Stock 9 - Michelin (MGDDY) 12:53 Stock 10 - Unilever (UL) Our thanks to Jenny for joining us on Ticker Take! Learn more about her here: https://gilmanhill.com/our-team/ And here's her wonderful book on dividend investing! https://www.amazon.ca/Dividend-Investing-Dependable-seasons-markets/dp/1804090468 If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceX is gearing up for an IPO that will make it one of the world’s most valuable public companies. In this video, we explain how the business works, why Starlink is key to the company's success AND why Elon Musk is merging SpaceX with his artificial intelligence company, xAI. This is not financial advice. Chapters: 0:00 Intro 0:21 Chapter 1 - Understanding the business of SpaceX 0:53 Falcon 9 - the company workhorse 1:32 Chapter 2 - Starlink, the real growth opportunity 2:57 Chapter 3 - Starship, the next generation rocket 4:02 Chapter 4 - The xAI merger 4:31 Understanding SpaceX's valuation 5:38 The importance of the IPO 5:59 Chapter 5 - SpaceX's financial future 7:03 The recap If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #spacex #elonmusk #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

Being a good long-term investor starts with thinking more like a trader. That's the view of Diana Avigdor of Barometer Capital Management. Diana blends tactical trading discipline with long-term portfolio construction. And her philosophy is simple. While you can like a company's fundamentals, price action in the stock has to fit the narrative. When it doesn't, your money may be better invested elsewhere. In this episode, Diana explains her strategy and highlights 9 stocks. As always, this is not financial advice. Note: keeping with her active strategy, Barometer sold Morgan Stanley since our interview. Chapters: 0:00 Intro 0:23 Our guest today blends long-term investing with trading. 0:49 Understanding why a stock's performance has to match the narrative. 2:12 Example of a stock Diana sold - Celestica (CLS) 4:01 Stock 1 - Lam Research (LRCX) 5:30 Stock 2 - Alphabet (GOOG) 7:20 Stock 3 - Nvidia (NVDA) 9:11 Stock 4 - Caterpillar (CAT) 10:54 Stock 5 - Morgan Stanley (MS) **Barometer has now sold its MS stake** 12:20 Stock 6 - JPMorgan (JPM) 13:13 Stock 7 - M&T Bank (MTB) 14:37 Stock 8 - Regions Financial (RF) 15:20 Stock 9 - Agnico Eagle Mines (AEM) Our thanks to Diana Avigdor for joining us on Ticker Take! Learn more about Diana here: https://barometercapital.ca/our-team-2/diana-avigdor/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

Most investors say they want to own great businesses. But how do you find them? We spoke with money manager Paul Harris about six stocks of businesses he believes are truly great. And he explains the five key financial metrics that make these stocks winners, from margins to free cash flow to balance sheet strength. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Get your steps in! 0:52 How do you invest in great business? 2:37 5 key metrics successful investors must know! 6:04 Stock 1 - Alphabet (GOOG) 8:48 Stock 2 - Amazon (AMZN) 12:01 Stock 3 - Visa (V) 15:37 Stock 4 - FirstService (FSV) 18:58 Stock 5 - Bank of America (BAC) 22:34 Stock 6 - Meta Platforms (META) Our thanks to Paul Harris for joining us on Ticker Take! Learn more about Paul here: https://harrisdouglas.com/who-we-are/paul-harris/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #business Learn more about your ad choices. Visit megaphone.fm/adchoices

2026 could be a big year for IPOs. And one of the most closely watched may come from an unlikely corner of Silicon Valley: defense technology. Anduril Industries, a startup founded less than a decade ago, has reportedly reached a valuation exceeding US$60 billion in private markets. That figure places it squarely in competition with some of America’s largest and longest-standing defense contractors. We break down how Anduril is challenging Lockheed Martin, and explain what its growth and reported IPO could mean for the market. Chapters: 0:00 Intro 0:59 Chapter 1 - The Giants 1:42 Chapter 2 - The Problem 2:33 Chapter 3 - Enter Anduril 3:11 Chapter 4 - The Software Advantage 4:12 Chapter 5 - The $60 Billion Valuation 4:48 Chapter 6 - The Drone Shift 5:12 Chapter 7 - The Government Push 5:40 Chapter 8 - SV Takes Defense 6:06 Chapter 9 - Legacy Contractors? 6:27 Conclusion - The Future of Defense If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #technology #anduril #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

AI is changing how companies spend and grow. The big question for investors is not who is spending the most, but who is turning those investments into real results. We spoke with investor Kyle Taylor about 8 stocks of companies that have a history of spending their capital wisely to benefit investors. As always, this is not financial advice. Chapters: 0:00 Intro 0:17 Why high ROI is important in the AI era. 0:52 The risks of following the crowd. 1:36 - How to pick stocks of good "self-help" businesses. 2:32 Stock 1 - RBC Bearings (RBC) 4:15 Stock 2 - Deere & Co. (DE) 5:39 Stock 3 - Roblox (RBLX) 7:55 Stock 4 - Extendicare (EXE) 9:20 Stock 5 - Exchange Income Corp. (EIF) 10:45 Stock 6 - Rogers Sugar (RSI) 12:04 Stock 7 - Cameco (CCO) 13:21 Stock 8 - Pan American Silver (PAAS) Our thanks to Kyle Taylor for joining us on Ticker Take! Learn more about Kyle here: https://www.tridelta.ca/team/kyle-taylor/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

SPACs are back! There's a new wave of deals taking early-stage growth companies public. In the latest episode of Ticker Take, we spoke with Julian Klymochko of Accelerate Financial Technologies about five under-the-radar SPACs in hot areas like quantum computing, AI infrastructure, digital assets, and healthcare. A friendly reminder this is not financial advice. Chapters: 0:00 Intro 0:21 The return of SPACs! 0:51 Why are SPACs coming back? 1:49 - How do you pick a winning stock? 2:36 Stock 1 - Crane Harbor Acquisition (CHAC): Xanadu Quantum Technologies 5:04 Stock 2 - Churchill Capital X (NASDAQ: CCCX): Infleqtion 6:38 Stock 3 - Cantor Equity Partners II (CEPT): Securitize 8:31 Stock 4 - Willow Lane Acquisition (NASDAQ: WLAC): Boost Run 10:31 Stock 5- Perceptive Capital Solutions Corp. (PCSC): Freenome Our thanks to Julian Klymochko for joining us on Ticker Take! Learn more Julian here: https://accelerateshares.com/team/management/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

The world is aging faster than ever. And our guest today sees a big opportunity for investors. In this episode of Ticker Take, investing pro Neela White walks us through the demographic trends shaping our future and highlights 8 stocks she believes are positioned to benefit. As always, this is not financial advice. Chapters: 0:00 Intro 0:16 Aging populations -- a growth industry! 1:02 How big of an opportunity is there for investors? 2:46 How do you pick stock winners? 2:06 Stock 1 - Service Corporation International (SCI) 3:53 Stock 2 - Addus HomeCare (ADUS) 5:20 Stock 3 - Welltower (WELL) 6:40 Stock 4 - Chartwell Retirement Residences (CSH.UN) 7:40 Stock 5 - Sienna Senior Living (SIA) 9:06 Stock 6 - Extendicare (EXE) 10:36 Stock 7 - Savaria (SIS) 11:45 Stock 8 - K-Bro Linen Systems (KBL) Our thanks to Neela White for joining us on Ticker Take! Learn more Neela here: https://www.bluewingadvisorygroup.ca/your-team/bio?_=nwhite If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #aging Learn more about your ad choices. Visit megaphone.fm/adchoices

What are some cheap internet stocks? In our latest Ticker Take episode, top analyst Mark Mahaney highlights 3 names offering good value. Mahaney should know - he's covered the internet sector for more than 25 years! He also explains how he's measuring whether companies are doing a good job of growing their businesses using AI. As always, this is not financial advice. Chapters: 0:00 Intro 0:15 The search for value after big gains for tech stocks! 0:36 How well are companies using AI to grow? ("Return on AI Investment") 3:00 How to find a cheap tech stock. 4:45 Stock 1 - Amazon (AMZN) 6:11 Stock 2 - Expedia (EXPE) 7:38 Stock 3 - DoorDash (DASH) Our thanks to Mark Mahaney for joining us on Ticker Take! You can learn more about him here: https://www.evercore.com/team/mark-mahaney/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

AI has already reshaped the market, and according to investor Jamie Murray, the real opportunity is just beginning. Forget the companies building AI. The next winners could be the ones that harness it. In this episode of Ticker Take, Jamie reveals three stocks he believes are positioned for that new phase. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 Thew new phase of the AI investing 0:44 Why Jamie is still bullish on AI leaders like Nvidia and Broadcom 1:08 Why Jamie sees opportunity in stocks that will benefit from AI efficiencies 2:06 Stock 1 - Amazon (AMZN) 4:16 Stock 2 - UnitedHealth (UNH) 6:01 Stock 3 - Nu Holdings (NU) Our thanks to Jamie Murray for joining us on Ticker Take! You can learn more about him here: https://murraywealthgroup.com/jamie-murray/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you build the perfect portfolio? For veteran investor Lyle Stein, it comes down to three secret steps: comfort, calamity, and children. In this episode of Ticker Take, he explains each step and how it helped him build a blueprint portfolio for 2026. Plus, he revealed 12 stocks in that portfolio. As always, this is not financial advice. Chapters: 0:00 Intro 0:17 Why it's important to round out your portfolio. 0:39 How investing in themes helps offset market uncertainty. 2:47 Lyle's 3 secret steps to investing -- "the 3 c's" (comfort, calamity, children). 5:00 Stock 1 - Alphabet (GOOG) 6:19 Stock 2 - Amazon (AMZN) 7:27 Stock 3 - Sienna Senior Living (SIA) 8:21 Stock 4 - Peyto (PEY) 9:29 Stock 5 - Tourmaline (TOU) 10:30 Stock 6 - Vermilion Energy (VET) 11:37 Stock 7 - TC Pipelines (TRP) 12:36 Stock 8 - Enbridge (ENB) 13:34 Stock 9 - Cameco (CCO) 14:40 Stock 10 - Agnico Eagle Mines (AEM) 16:06 Stock 11 - Franco-Nevada (FNV) 17:10 Stock 12 - Sprott (SII) Our thanks to Lyle Stein for joining us on Ticker Take! You can learn more about him here: https://www.forvestglobal.com/ca/people If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Editor: Pierce Desrochers - O'Sullivan You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

After a long bull run, how do you find growth without overpaying? Investor Grant White hunts for value opportunities, with growth upside. White’s focus is on businesses with real earnings and strong free cash flow, not crowded trades where expectations are already high. He revealed 6 stocks that fit this approach! As always, this is not financial advice. Chapters: 0:00 Intro 0:18 Today's focus: overlooked stocks. 0:54 Why stocks that blend value AND growth are winners. 2:46 The recipe behind how today's stocks were picked. 3:56 Stock 1 - MercadoLibre (MELI) 5:58 Stock 2 - Sea Ltd. (SE) 7:45 Stock 3 - CNX Resources (CNX) 10:09 Stock 4 - Cipher Pharmaceuticals (CPH) 11:55 Stock 5 - Thryv Holdings (THRY) 14:34 Stock 6 - Block (SQ) Our thanks to Grant White for joining us on Ticker Take! Learn about him here: https://www.endeavourwealth.ca/team/grant-white If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #stockmarket Learn more about your ad choices. Visit megaphone.fm/adchoices

After a big run for growth stocks, some investors may feel guilty for wanting more. But Drew Pettit, Director of U.S. Equity Strategy at Citi, believes investors can still take risk if they are selective. For 2026, he’s focusing on two kinds of growth areas: fast-growing companies investing wisely and cyclical businesses just starting to accelerate. He shared 7 stocks he’s recommending for the year ahead. As always, this is not financial advice. Chapters: 0:00 Intro 0:22 Why some growth stocks can keep climbing. 1:52 How Drew picked his growth stocks for 2026! 3:05 Stock 1 - Boston Scientific (BSX) 4:11 Stock 2 - CrowdStrike (CRWD) 5:19 Stock 3 - Uber (UBER) 6:22 Stock 4 - Nvidia (NVDA) 7:30 Stock 5 - Teradyne (TER) 8:34 Stock 6 - CoStar Group (CSGP) 9:53 Stock 7 - Regal Rexnord (RRX) Our thanks to Drew Pettit for joining us on Ticker Take! If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Editor: Pierce Desrochers - O'Sullivan You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

One of the big surprises for investors this year came from a stock many believed was facing a more uncertain path -- Google's parent Alphabet. On our latest episode of Ticker Take, we speak with Matt Weinschenk of Stansberry Research about Alphabet’s rebound and how investors can look for similar redemption stories in 2026. He highlights three stocks to watch. As always, this is not financial advice. Chapters: 0:00 Intro 0:26 What made Alphabet the standout stock of the year? 3:25 3 keys to finding the next Alphabet-like stock 6:49 Stock 1 - Adobe (ADBE) 9:46 Stock 2 - Salesforce (CRM) 13:25 Stock 3 - Synopsys (SNPS) Our thanks to Matt for joining us on Ticker Take! You can find him here on YouTube: https://www.youtube.com/@MattWeinschenkOfficial If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

While everyone talks about AI in terms of software and semiconductors, the real driver behind the boom is power. Matt Sallee of Tortoise Capital told us about 8 stocks that are positioned to benefit from the growing energy demands of AI, spanning data centers, servers, utilities, and energy infrastructure. As always, this is not financial advice. Chapters: 0:00 Intro 0:15 The hidden winners of AI boom? 0:41 How this list of stocks came together! 2:13 Stock 1 - Dell Technologies (DELL) 3:05 Stock 2 - Digital Realty (DLR) 4:08 Stock 3 - Energy Transfer (ET) 5:30 Stock 4 - Evergy (EVRG) 7:31 Stock 5 - MasTec (MTZ) 8:40 Stock 6 - Modine Manufacturing (MOD) 9:43 Stock 7 - IREN (IREN) 10:47 Stock 8 - The Williams Companies (WMB) Our thanks to Matt for joining us on Ticker Take! You can learn more about him here: https://tortoisecapital.com/bios/matthew-sallee-cfa/ And, if you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

Even after huge gains in AI stocks, productivity gains from advanced chips and AI tools could drive another phase of growth in 2026. That’s the view of investor Jed Ellerbroek of Argent Capital. In our latest Ticker Take episode, Ellerbroek highlighted 10 stocks he expects to benefit from AI’s next phase. As always, this is not financial advice. Chapters: 0:00 Intro 0:16 Can AI socks keep climbing? 0:50 Why semiconductor spending will keep growing. 2:57 Stock 1 - Nvidia (NVDA) 4:00 Stock 2 - Applied Materials (AMAT) 5:15 Stock 3 - Broadcom (AVGO) 6:52 Stock 4 - Amazon (AMZN) 8:28 Stock 5 - Alphabet (GOOG) 10:13 Stock 6 - Microsoft (MSFT) 11:12 Stock 7 - Meta (META) 12:32 Stock 8 - ServiceNow (NOW) 13:58 Stock 9 - Tyler Technologies (TYL) 15:57 Stock 10 - Apollo Global Management (APO) Our thanks to Jed for joining us on Ticker Take! You can learn more about him here: https://argentcapital.com/team_member/jed-ellerbroek-jr-cfa/ And, if you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

As AI continues to dominate market attention, some profitable software companies are being overlooked. That’s the view from successful investor Zac Hartley, who is constantly on the hunt for disconnects in the market. He notes that while investors are bidding up the perceived AI winners, they are also ignoring solid software names that are growing and may become even more efficient as AI tools advance. He shared his take on 3 stocks in particular. As always, this is not financial advice. Chapters: 0:00 Intro 0:16 Why we're focusing on software stocks 0:51 Why Zac thinks AI stock valuations are inflated 2:03 Why Zac sees an opportunity in software stocks 2:45 Understanding swing trading vs long-term investing 3:53 Zac's playbook for being a successful swing trader 5:19 Stock 1 - Adobe (ADBE) 8:18 Stock 2 - LegalZoom (LZ) 11:36 Stock 3 - Toast (TOST) Our thanks to Zac for joining us on Ticker Take! You probably know Zac has a popular channel on YouTube. If you don't, check it out and subscribe here: https://www.youtube.com/c/ZacHartley Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Which stocks do the world’s top investment professionals own right now? Today, we'll tell you about 9 names they are confidently holding for the next year. How do we know? We asked Jordan Novak of Brendan Wood International (BWI). BWI’s “TopGun” portfolio consists of 25 stocks (out of a pool of roughly 1,400 companies) that stand out as best-in-class, based on more than 2,000 interviews with institutional investors across the globe! In other words, Jordan and his team work hard to identify a small group of stocks that world-class investors feel comfortable owning for at least the next twelve months. In this video, we'll walk you through the 9 biggest weighted stocks in the TopGun portfolio! As always, this is not financial advice. Chapters: 0:00 Intro 0:17 Forget the headlines -- what are smart investors actually doing right now? 0:53 How do you identify the world's best investors and the stocks they're buying? 1:51 What makes this group of stocks (out of 1,400 companies) stand out? 3:09 Stock 1 - Nvidia (NVDA) 3:39 Stock 2 - Broadcom (AVGO) 4:12 Stock 3 - Taiwan Semiconductor (TSM) 4:59 Stock 4 - Microsoft (MSFT) 5:45 Stock 5 - Alphabet (GOOG) 6:40 Stock 6 - Royal Bank of Canada (RY) 7:32 Stock 7 - JPMorgan (JPM) 8:30 Stock 8 - Welltower (WELL) 9:21 Stock 9 - HCA Healthcare (HCA) Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stockpicks #stocks #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

What stocks should investors buy in 2026? To find out, we reviewed the ideas shared by guests on Ticker Take in the past year and invited our strongest performers to highlight one name for the year ahead! The result is a list that spans gold, utilities, clean energy, crypto mining, aerospace, technology and telecom. One guest even shared a stock idea recommended by AI. As always, this is not financial advice. Chapters: 0:00 Intro 0:18 How we picked the list of top Ticker Take stock pickers! 1:16 Stock 1 - Agnico Eagle Mines (AEM) - David Burrows, Barometer Capital 2:07 Stock 2 - Applovin (APP) -- based on our "growth stocks for 2025" video 3:25 Stock 3 - Better Home and Finance (BETR) - Eric Jackson, EMJ Capital 7:38 Stock 4 - CleanSpark (CLSK) - Adam Johnson, Bullseye American Ingenuity Fund 8:42 Stock 5 - Exchange Income Corporation (EIF) - Andrew Pink, LDIC 10:20 Stock 6 - First Solar (FSLR) - Doug Clinton, Intelligent Alpha 11:26 Stock 7 - MDA Space (MDA) - John Zechner, J. Zechner Associates 12:44 Stock 8 - NiSource (NI) - Sam Stovall, CFRA Research 14:25 Stock 9 - Pinterest (PINS) - Teal Linde, Linde Equity Fund 15:19 Stock 10 - SK Hynix - based on our "buy what you know" video 16:15 Stock 11 - Tesla (TSLA) - Kim Bolton, Black Swan Dexteritas 18:07 Stock 12 - Telus (T) - Greg Newman, Newman Group at ScotiaMcLeod Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman Today's guests: *David Burrows, Barometer Capital - https://barometercapital.ca/our-team-old/david-burrows-2/ *Eric Jackson, EMJ Capital - https://emjcapital.ltd/about-eric-jackson/ *Adam Johnson, Bullseye American Ingenuity Fund - https://bullseyeig.com/ *Andrew Pink, LDIC - https://www.ldic.ca/members/apink/ *Doug Clinton, Intelligent Alpha - https://www.intelligentalpha.co/about *John Zechner, J. Zechner Associates - https://jzechner.com/ *Sam Stovall, CFRA Research - https://www.sifma.org/people/sam-stovall *Teal Linde, Linde Equity Fund - https://www.lindeequity.com/ *Kim Bolton, Black Swan Dexteritas - https://blackswandexteritas.com/our-team/ *Greg Newman, Newman Group at ScotiaMcLeod - https://newmangroup.ca/contact/greg-newman/ Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. Learn more about your ad choices. Visit megaphone.fm/adchoices

The robots are coming! As an investor — are you ready? Morgan Stanley says by 2050, there could be 1 billion humanoid robots worldwide, in a market worth $5 trillion! While you've heard about Amazon's army of warehouse robots and Tesla's plans for Optimus, there are dozens of companies -- big and small -- tied to the robotics industry. So today, we'll highlight 14 stocks. We'll tell you about their expected revenue and profit growth in the next 5 years and Wall Street's overall view of them as investments. As always, this is not financial advice. Chapters: 0:00 Intro 0:18 The robot era has arrived! Check out these mind-blowing numbers! 1:07 How did we select these 14 robotics stocks? 1:25 Stock 1 - AeroVironment (AVAV) 2:27 Stock 2 - Apple (AAPL) 4:00 Stock 3 - Cognex (CGNX) 4:44 Stock 4 - Deere & Co (DE) 5:36 Stock 5 - Fanuc (FANUY) 6:04 Stock 6 - Hyundai (HYMLF) 7:08 Stock 7 - Intuitive Surgical (ISRG) 8:03 Stock 8 - Nvidia (NVDA) 8:53 Stock 9 - Rockwell Automation (ROK) 9:44 Stock 10 - SoftBank (SFTBY) 11:40 Stock 11 - Symbotic (SYM) 12:41 Stock 12 - Teradyne (TER) 13:53 Stock 13 - Tesla (TSLA) 15:45 Stock 14 - UBTech Robotics (UBTRF) Thanks for helping us reach 25,000 YouTube subscribers! If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #robots #stocks #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you looking for the next Nvidia or Palantir. Well, every big stock story starts small. That’s the message from investor Bruce Campbell of StoneCastle Investment Management, who joined us to talk about where the next wave of tech wealth might come from. He singled out 7 promising small and mid cap stocks in technology and defense that are using artificial intelligence to drive growth. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Why are we focusing on small cap stocks? 0:54 Bruce Campbell on finding the next Nvidia or Palantir. 1:33 What are the key metrics to measure growth? 1:47 What amount of growth is Bruce Campbell looking for? 2:30 Stock 1 - Abaxx Technologies 3:40 Stock 2 - Kraken Robotics 4:39 Stock 3 - Kratos Defense & Security Solutions 5:46 Stock 4 - MDA Space 6:45 Stock 5 - Rocket Doctor AI 8:32 Stock 6 - TTM Technologies 9:04 Stock 7 - Zedcor Thanks to Bruce Campbell! Learn about him here: https://stonecastlefunds.ca/contact/bruce-campbell/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Thanks for helping us reach 25,000 YouTube subscribers! If you're not a subscriber, make sure you are so you don’t miss our next investing video! You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #tech #stocks #investing Learn more about your ad choices. Visit megaphone.fm/adchoices

Tech stocks have hit record highs. So has gold! Can both keep climbing? And which is a better bet? We asked expert investor David Burrows of Barometer Capital Management for his take. Plus, he shared his top stock picks in tech and gold! As always, a friendly reminder this is not financial advice. Chapters: 0:00 Intro 0:20 Why are gold and tech stocks are at all-time highs. 0:44 Can tech stocks continue to climb? 2:16 Can gold continue to climb? 3:29 Why is cash flow so important to David Burrows' stock picks? 4:31 A message from today's sponsor, Moomoo! 6:06 Gold stock picks - Agnico-Eagle, Alamos, Kinross, WPM & Pan American Silver 8:24 Tech stock picks - Microsoft, Alphabet, Nvidia, Broadcom, Take-Two Interactive 10:51 Is it too late to invest in tech at these valuations? 11:50 Other stock picks - JPMorgan, Banco Santander, Imperial Oil Thanks to David Burrows! Learn about him here: https://barometercapital.ca/our-team/david-burrows-2/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #tech #stocks #gold Learn more about your ad choices. Visit megaphone.fm/adchoices

We had the chance to chat with Shark Tank Star and investor Kevin O'Leary this week! He revealed how he's investing in the AI boom, sharing his top picks in everything from stocks to crypto. He also talked about why’s making a big investment bet on Canada. And, he explained what it takes to be a successful investor! As always, this is not financial advice. Chapters: 0:00 Intro 0:37 Kevin O'Leary on how to be a successful investor. 2:32 Why Kevin picks investments based on founders. 4:40 The biggest opportunity: crashing AI into blockchain! 6:35 Investing idea #1 -- AI stocks (Nvidia, AMD) 7:33 Investing idea #2 - data centers (Kevin's big bet on Alberta) 9:43 Investing idea #3 - Utility and Infrastructure stocks (Brookfield Infrastructure) 10:15 Investing idea #4 - Canadian dollar 12:19 Investing idea #5 - Crypto (Bitcoin, Ethereum, Solana, USDC) 13:56 Investing idea #6 - Crypto exchanges (Robinhood, Coinbase) 14:40 Investing idea #7 - Buy the Indexes! (S&P 500 and the TSX) 17:12 Investing idea #8 - Canadian bank stocks Our thanks to Kevin O'Leary! Learn about O'Leary Ventures here: https://olearyventures.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #ai Learn more about your ad choices. Visit megaphone.fm/adchoices

Which AI stocks could be the biggest winners? And which ones might end up being losers? We asked expert investor Dan Rohinton of iA Global Asset Management. He discussed his stock picks within the AI economy -- the hyper-scalers, the semis, and the data pipes! Plus, he shared his view on whether you should invest in private companies like OpenAI if they go public. As always, this is not financial advice. Chapters: 0:00 Intro 0:18 Why we're making this video! 0:44 Dan Rohinton explains stock groups in AI economy. 2:24 What must AI investors think about? 3:24 Stock group 1 - hyper-scalers (Amazon, Microsoft, Alphabet) 4:56 Stock pick (hyper-scalers) -- Amazon (AMZN) 6:07 Stock loser in hyper-scaler group? 7:31 Stock group 2 - semis (Nvidia, AMD, Broadcom, Taiwan Semi) 8:23 Stock picks (semis) - Taiwan Semi (TSM), Nvidia (NVDA) 9:06 Stock loser in semis group? 10:22 Stock group 3 - data pipes (Relx, S&P Global, FactSet, London Stock Exchange Grp) 11:42 Stock pick (data pipes) - London Stock Exchange Grp (LSEG), Relx (RELX) 12:48 Stock loser in data pipes group? 13:17 Group 4 -- private AI companies (OpenAI, xAI, Anthropic) 14:26 Should you invest in private AI companies if they go public? Our thanks to Dan Rohinton! Learn about Dan here: https://iagam.ca/team/dan-rohinton Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #ai Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to be successful with money? We asked entrepreneur and investor Wes Hall. Perhaps best known from Dragon’s Den, Wes grew up with very little in Jamaica before moving to Canada, where he climbed the corporate ladder and went on to build Kingsdale Advisors, one of the country’s leading shareholder advisory firms. In this conversation, Wes shares how he thinks about investing—including the criteria he looks for before putting money to work. His story is inspiring, and we hope it motivates you on your own investing or entrepreneurial journey. Chapters: 0:00 Intro 0:31 The Wes Hall story. 1:16 Early memories about money. 3:04 Business lessons from his grandmother. 5:14 How he started his business. 7:12 The value of saving your money so you can invest. 9:53 How he navigated his early days as an entrepreneur. 12:35 The truth about taking business risks. 13:54 Wes' first $1,000,000 check 14:45 You can't do it alone -- marriage lessons. 17:12 How Wes thinks about investing. 19:32 What investors should look for in a management team. 21:43 Mindset -- running your business as if your broke. 22:40 Why money is like sand. 23:25 Investing lessons learned from missed opportunities. 27:35 The value in listening to your gut. 28:20 Teaching kids to have respect for money. 31:45 The importance of working hard. 33:13 How to think about success. Our thanks to Wes for sharing his story with us! You can learn more about Wes here: https://kingofbayst.ca/ Producer: Marc Aflalo - https://www.aflalo.com Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Sign up for our free investing newsletter! https://jonerlichman.substack.com/ You can also find more of our content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #business #investing #leadership Learn more about your ad choices. Visit megaphone.fm/adchoices

The AI boom is transforming the real estate industry! We’re seeing a massive buildout of data centers to meet demand. In fact, spending on data centers in the U.S. is set to surpass office construction for the first time! So — how should you invest? We spoke with leading real estate investor Dennis Mitchell of Starlight Capital about the opportunities…and 8 key stocks to watch! As always, this is not financial advice. Chapters: 0:00 Intro 0:21 How is the AI boom impacting the real estate industry? 1:52 What's the most important thing investors should think about? 3:14 Stock picks 1 and 2 - Amazon (AMZN) and Microsoft (MSFT) 5:35 Stock picks 3 and 4 - Equinix (EQIX) and Digital Realty (DLR) 7:13 Stock picks 5 and 6 - Prologis (PLD) and Goodman Group (GMG) 6:48 Stock pick 7 - Merlin Properties (MRL) 11:09 Stock pick 8 - Constellation Energy (CEG) Our thanks to Dennis Mitchell of Starlight Capital! You can learn more about Starlight here: https://starlightcapital.com/en/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Sign up for our free investing newsletter! https://jonerlichman.substack.com/ You can also find more of our content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #realestate #ai Learn more about your ad choices. Visit megaphone.fm/adchoices

The Magnificent 7 get much of the market’s attention. But they’re certainly not the only tech stocks you should know about! In our latest Ticker Take video, we spoke with expert investor Ryan Modesto about 8 other tech names he thinks should be on your radar. Ryan specializes in small and mid-cap stocks and he shared a range of interesting companies, — tied to everything from software and space, to AI. Ryan also explained how he determines what makes a tech stock worth buying. As always, this is not financial advice. Chapters: 0:00 Intro 0:41 The benefit of looking at smaller tech stocks 1:22 How to decide if a stock is worth buying? 3 things growth 2:37 Stock pick 1 - Karman Holdings 3:51 Stock pick 2 - Rocket Lab (RKLB) 5:05 Stock pick 3 - Nebius (NBIS) 6:48 Stock pick 4 - nVent Electric (NVT) 8:04 Stock pick 5 - Freshworks (FRSH) 10:13 Stock pick 6 - Alkami Technology (ALKT) 11:43 Stock pick 7 - Genius Sports (GENI) 13:31 Stock pick 8 - Cellebrite (CLBT) Our thanks to Ryan Modesto! Please note: i2i Capital Management may maintain a financial interest in companies discussed. Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Sign up for our free investing newsletter! https://jonerlichman.substack.com/ You can also find more of our content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Can you make money with biotech stocks? The sector is coming out of a brutal bear market, but it roared to life this week! Pfizer bought Metsera to catch up in the booming weight loss drug market, while UniQure shares surged after a promising Huntington’s disease trial update. Veteran biotech investor Eden Rahim calls it a “eureka moment." He joined us to share 10 stocks he’s extremely confident about — not the “go up or blow up” kind, but names with strong pipelines, mid-cap growth stories, and companies harnessing AI. Today's video is brought to you by MooMoo. As always this is not financial advice! (Note: this video was filmed September 22nd, shortly before the UniQure news, which has since led to a surge in Clearpoint, which was one of Eden's picks. So kudos to Eden!) Chapters: 0:00 Intro 0:21 Why did biotech stocks struggle so much? 1:15 Eden Rahim on the investing opportunity in biotech! 2:50 3 bio investing areas: mid-cap growth, emerging growth, and tech! 4:47 A word from today's sponsor, MooMoo! (link below!) 6:09 Stock pick 1 - Apellis Therapeutics (mid-cap growth stock) 8:33 Stock pick 2 - Legend Biotech (mid-cap growth stock) 11:35 Stock pick 3 - Ultragenyx Pharmaceutical (mid-cap growth stock) 13:24 Stock pick 4 - TG Therapeutics (mid-cap growth stock) 14:53 Stock pick 5 - Alpha Cognition (emerging growth stock) 17:41 Stock pick 6 - Cytokinetics (emerging growth stock) 19:43 Stock pick 7 - Crinetics Pharmaceuticals (emerging growth stock) 21:40 Stock pick 8 - Clearpoint Neuro (tech-related bio stock) 24:10 Stock pick 9 - Schrodinger (tech-related bio stock) 26:14 Stock pick 10 - Simulations Plus (tech-related bio stock) Thanks to Eden for joining us! You can learn more about him here: https://www.nextedgecapital.com/about-us/executive-team/staff-eden-rahim/ You can also follow him on X: @EdenRahim Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Check out the MooMoo link below for our limited time deal: https://www.moomoo.com/ca/events/welcome_jon_erlichman https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman https://www.tickertakeonline.com/ Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nivida has been one of the hottest stocks and virtually all of Wall Street continues to recommend the shares. But semiconductor analyst Jay Goldberg is advising investors to sell! Not only that, he thinks investors should buy Broadcom. In this video, Jay explains his bearish view on Nvidia, his bullish view on Broadcom, and shares his take on a few more chip stocks, including AMD. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Who is Jay -- the ONLY analyst with a "sell" on Nvidia? 1:18 Are we in an AI bubble? 2:34 Why should you sell Nvidia shares? 3:20 Why Jay has a $100 target price on Nvidia's stock. 4:26 How does he feel being the only analyst with a sell rating? 5:54 Explaining the difference between Nvidia and Broadcom. 7:11 Why Jay likes Broadcom's stock over Nvidia. 8:24 Can Broadcom's stock continue to climb? 9:32 Jay used to like AMD -- so why did he downgrade the stock? 10:58 3 memory stocks to watch! Thanks to Jay for joining us. You can also follow him on X: @jaygoldberg Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Sign up for our free investing newsletter! https://jonerlichman.substack.com/ You can also find more of our content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman Want to learn more about Ticker Take? https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #nvidia Learn more about your ad choices. Visit megaphone.fm/adchoices

How important is the CEO to a stock's success? In this episode of Ticker Take, we speak with Roy Gori about how leadership shapes companies and boosts investment returns. Roy spent nearly a decade as the CEO of one of the world’s biggest insurance companies -- Manulife. In that time, he helped to transform the business, which helped Manulife’s stock outpace the market. We spoke with Roy about all of the years leading up to his time as CEO — getting a part-time job in his native Australia at the age of 8, stepping into the world of finance out of high school at 17, and working nights to earn his degree and then his MBA. Roy's story is a great lesson in leadership! We hope you enjoy! Chapters: 0:00 Intro 0:20 How to invest in good management and culture 1:00 Bullish or bearish -- AI 2:43 Bullish or bearish -- longevity 4:17 Bullish or bearish -- vegemite :) 4:50 Roy’s childhood and how it shaped him 6:30 Early life lessons about money 9:43 Transitioning to the business world at Citi 12:22 Remote work vs returning to the office 14:17 Money's role in his early career choices 18:13 How Roy prioritized culture as a leader 22:48 Why he decided to retire as Manulife's CEO 26:51 Investing in the future of healthcare 31:58 The benefits of challenging yourself 35:26 Lessons for young people about money Our thanks to Roy for sharing his insights with us! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Sign up for our free investing newsletter! https://jonerlichman.substack.com/ You can also find more of our content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman Want to learn more about Ticker Take? https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #business #investing #leadership Learn more about your ad choices. Visit megaphone.fm/adchoices

The autonomous era has arrived. Self driving cars and trucks are hitting the roads. So — how do you invest in autonomy? We asked Adam Johnson of the Bullseye American Ingenuity Fund to explain! Plus, he shared four key stocks he owns tied to self-driving and autonomy. As always, this is not financial advice. Chapters: 0:00 Intro 0:23 How big is the autonomous opportunity? 0:59 Advice to investors about self-driving stocks 1:54 Stock pick 1 - "writing the book on self-driving" 3:33 Stock pick 2 - "the company we know, but don't" 5:19 Stock pick 3 - a "trusted brand" with "scale" (plus a bonus pick!) 4:13 Stock pick 4 - a "call option on the future of autonomous trucking" Thanks to Adam for joining us! You can learn more about AJ here: https://bullseyebrief.com/ You can also follow him on X: @AJInsight Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Sign up for our free investing newsletter! https://jonerlichman.substack.com/ You can also find more of our content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman Want to learn more about Ticker Take? https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

On the day that Opendoor named a new CEO and brought its founders back to its board of directors, we speak with investor Eric Jackson who sparked the Opendoor frenzy. Eric tells us where he sees the stock going next. We caught up with him outside of Drake's house, to find out why he's been spending so much time there! As always, a friendly reminder this is not financial advice. Chapters: 0:00 Intro 0:17 The back story on Opendoor 1:20 Why has Opendoor’s stock doubled since Eric last joined us? 2:10 Why is Eric making daily visits to Drake’s house? 2:43 Has Eric spoken with Drake yet? 3:05 What’s behind the “Open Army?” 3:50 The Drake factor in democratizing the stock market. 5:43 Why does Eric now see a case for $500 a share? 7:08 Eric's thoughts on leadership (ahead of new CEO announcement) 8:12 Why Eric sees Opendoor as a cult stock, a la Tesla 9:01 What does Eric think about the short sellers? 10:04 Thoughts on Wall St analyst stock views about Opendoor 10:49 Eric on Opendoor's former CEO 12:15 Eric's other two top stock picks! Note: this interview was taped on September 10th, 2025, just ahead of the announcement that Shopify's COO would become Opendoor CEO and that Opendoor's co-founders would be returning to the board of directors, with Keith Rabois becoming Chairman. Thanks to Eric Jackson for joining us! Learn more about Eric here: https://emjcapital.ltd/about-eric-jackson/ Follow him on X: @ericjackson What do you think of Opendoor? Let me know in the comments. Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Our free investing newsletter - sign up here! https://jonerlichman.substack.com/ Want to learn more about Ticker Take? https://www.tickertakeonline.com/ You can also find more content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #opendoor Learn more about your ad choices. Visit megaphone.fm/adchoices

Investors have been BIG buyers of utility stocks! This once sleepy sector is now helping power the AI boom! But after a big run-up in these shares, how do you pick long-term winners? We asked Ryan Bushell of Newhaven Asset Management. Ryan’s enjoyed lots of success investing in utility stocks over the years. And of all the people I speak with, he was one of the first to identify this coming wave of demand. Ryan walks us through 10 power stocks you should know about -- including a few that he really likes. As always, this is not financial advice. Chapters: 0:00 Intro 0:28 Why have utility stocks been hot? 1:16 Is the power boom the real deal? 2:10 What should you think about before investing in this sector? 3:08 Stock 1 - a compelling gas export story 3:40 Stock 2 - a Texas opportunity 4:13 Stock 3 - at the center of the nuclear growth trend 4:44 Stock 4 - a high flier also tied to nuclear 5:28 Stock 5 - fast growing in gas infrastructure 5:57 Stock 6 - benefiting from the growth in power demand 6:38 Stock 7 - turbocharged by gas turbines 7:27 Stock 8 - the Florida factor 8:23 Stock 9 - notable growth in Texas and California 9:01 Stock 10 - integral to the power demand story Thanks to Ryan for joining us! You can read his latest piece on power demand below: https://www.linkedin.com/pulse/q1-2024-newhaven-investment-commentary-esi7c/?trackingId=mWWeCy%2FZ4vaJorEP3WlX%2Fw%3D%3D Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Make sure to subscribe so you don’t miss our next investing video! Sign up for our free investing newsletter! https://jonerlichman.substack.com/ You can also find more of our content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

Technology is reshaping the defense industry. So which companies are leading that charge? In this video, we speak to former special forces officer turned venture investor Glenn Cowan, the founder of One9. He tells us about the stocks of 4 companies you should know about. Plus, we’ll get a peek at some of the hot businesses in defense that could soon be going public. Not only has Glenn invested in cutting-edge companies, he has on-the-ground military experience, where, in the heart of battle…you need tech that truly works! As always, a friendly reminder this is not financial advice. Chapters: 0:00 Intro 0:28 Glenn's journey from the battlefield to venture investing 1:16 How technology is disrupting military spending 3:29 What tech truly works on the battlefield? 5:47 Silicon Valley's influence on the defense industry 7:03 Stock 1 - a dominant player in drones 8:19 Stock 2 - a data giant delivering quality intelligence 10:00 Stock 3 - embracing underwater robots 11:51 Stock 4 - tackling the next frontier...space! 13:40 IPO watch 1 - using software to shake-up the defense industry 15:52 IPO watch 2 - focusing on ground-based autonomy 16:56 IPO watch 3 - the world's most important space business 17:58 IPO watch 4 - a leader in airborne autonomy 18:52 IPO watch 5 - counter-drone technology titan Thanks to Glenn for joining us! You can learn more about him here: https://www.one9.ca/ Make sure to subscribe so you don’t miss our next investing video! I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ Camera/Editing: Brian Bileski You can also find more of my content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

The stocks of some of tech’s biggest disruptors have had a big run. But many of these companies have ALSO seen a surge in their profits. So — can that profit power continue to fuel them AND can they avoid being disrupted themselves? In this Ticker Take video, we speak with portfolio manager Chris Stutchberry of The Stuchberry Group at Wellington-Altus Private Wealth, about 8 disruptive businesses he's watching. PLUS…we’ll tell you what Wall Street thinks about the profit potential for those stocks over the next 5 years! As always, a friendly reminder, this is not financial advice. Chapters: 0:00 Intro 0:31 How disruptor stocks have shifted from being unprofitable to profitable! 1:45 Is there a risk that disruptors could be disrupted themselves? 2:45 Stock 1 - disrupting the hotel economy 3:38 Stock 2 - disrupting the taxi economy 5:49 Stock 3 - disrupting the cybersecurity economy 7:00 Stock 4 - disrupting the government contract economy 8:21 Stock 5 - disrupting the banking economy 9:37 Stock 6 - disrupting the food delivery economy 11:45 Stock 7 - disrupting the auto economy 13:41 Stock 8 - disrupting the insurance economy Thanks to Chris for joining us! You can learn more about him here: https://wellington-altus.ca/advisor/chris-stuchberry/ Which disruptor stocks are you watching? Let me know in the comments! Make sure to subscribe so you don’t miss our next investing video! I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of my content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman You can also find Ticker Take on your favorite podcast platforms! Apple: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

Artificial Intelligence (AI) stocks have had a huge run. So, are there any "under-the-radar" AI investment opportunities? We spoke to leading tech analyst Gil Luria, who is Head of Technology Research at D.A. Davidson. Gil told us about 10 AI stocks he thinks could climb...and why. Watch to find out his picks! As always, this is not financial advice. Chapters: 0:00 Intro 0:23 The hunt for under-the-radar AI stocks! 1:52 Stock 1 - a portfolio of AI businesses 2:49 Stock 2 - the leading analytical database 3:28 Stock 3 - helping companies monitor their data 3:58 Stock 4 - a leader in observability 4:34 Stock 5 - helping companies manage their binary code 5:08 Stock 6 - managing developer ops for businesses 5:43 Stock 7 - provides low-code environment for customers 6:30 Stock 8 - a provider of voice AI 7:14 Stock 9 - a cost-effective alternative to Nvidia 7:53 Stock 10 - data center cooling products Thanks to Gil Luria for joining us! Follow him on X: @gilluria What are your under-the-radar AI stocks? Let me know in the comments! Make sure to subscribe so you don’t miss our next investing video! I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of my content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances. No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use. Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance. The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers. This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners. This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you. #stocks #investing #AI Learn more about your ad choices. Visit megaphone.fm/adchoices

Which tech stocks are must-owns for your portfolio?We spoke with Dan Ives, one of Wall Street’s leading technology analysts, who shared his top 13 picks -- from AI plays to cybersecurity stars! As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Why Dan Ives sees the tech bull market continuing! 1:03 Stock 1 - the godfather of AI 1:26 Stock 2 - leading the enterprise revolution 1:57 Stock 3 - the "Lionel Messi" of artificial intelligence 2:32 Stock 4 - monetizing billions of users 2:56 Stock 5 - must-own...with a caveat! 3:23 Stock 6 - the autonomous future 3:55 Stock 7 - huge upside 4:24 Stock 8 - a new growth opportunity 4:58 Stock 9, 10 and 11 - cybersecurity's big three 5:49 Stock 12 - catching up fast 6:06 Stock 13 - bonus...a moonshot play! Thanks to Dan Ives for joining us! Learn more about him here: https://www.wedbush.com/analysts/daniel-ives/ Follow him on X: @DivesTech Which tech stocks are must-owns for you? Let me know in the comments. Make sure to subscribe so you don’t miss our next investing video! I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of my content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman Learn more about your ad choices. Visit megaphone.fm/adchoices

Can you make money investing in water? In this video, we'll tell you about the stocks of 15 companies in the business of clean water. Beyond stocks, this is your opportunity to invest in something bigger! Help  @MrBeast   @MarkRober  and  @TeamWater  raise $40 million to give 2 million people around the world access to clean water for decades! Hope you enjoy the video. As always, this is not financial advice. Go to https://teamwater.org to donate today! Chapters: 0:00 Intro 0:37 A mission to give 2 million people clean water! 1:21 How we created the list of water stocks. 1:59 Stock 1 - ADS 2:35 Stock 2 - ACM 2:47 Stock 3 - CWCO 3:05 Stock 4 - CNM 3:22 Stock 5 - WTRG 3:30 Stock 6 - FERG 3:47 Stock 7 - IDXX 4:01 Stock 8 - ITRI 4:22 Stock 9 - PNR 4:42 Stock 10 - PRMB 5:00 Stock 11 - STN 5:15 Stock 12 - TTEK 5:35 Stock 13 - VMI 5:58 Stock 14 - VRT 6:25 Stock 15 - XYL Which water stocks are you watching? Let me know in the comments. Make sure to subscribe so you don’t miss our next investing video! I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman Learn more about your ad choices. Visit megaphone.fm/adchoices

Space stocks are getting lots of attention. Can they deliver out of this world returns? In this video, we’ll tell you about 10 stocks tied to the space economy with perspective from Chad Anderson of Space Capital. Chad’s a successful early stage investor in space businesses. He's also the author of “The Space Economy.” Additionally, Chad shared a list of space companies that could be next to go public through an IPO! As always, this is not financial advice. Chapters: 0:00 Intro 0:23 The space economy is booming! 0:47 Can you make money investing in space? 1:36 Stock 1 - the search juggernaut 2:50 Stock 2 - the online commerce king 4:03 Stock 3 - the french connection 5:12 Stock 4 - the moon lander 6:41 Stock 6 - the farming giant 7:48 Stock 7 - the eye in the sky 10:09 Stock 8 - the satellite play 11:13 Stock 9 - the brain behind the build 12:07 Stock 10 - the ride hailing heavyweight 13:31 Bonus - which space IPO is next (could that include SpaceX)? Thanks to Chad Anderson for joining us! Learn more about him here: https://www.spacecapital.com/team Follow him on X: @chadsonofchad Which space stocks are you watching? Let me know in the comments. Make sure to subscribe so you don’t miss our next investing video! I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman Learn more about your ad choices. Visit megaphone.fm/adchoices

AI stocks have been surging! Is it too late to buy? Tech investor Eric Jackson still sees lots of opportunity. In this video, we’ll highlight 10 AI stocks to watch. As always, this is not financial advice. Chapters: 0:00 Intro 0:21 The appetite for AI stocks 0:52 Stock 1 - transitioning from search 1:40 Stock 2 - transitioning from Bitcoin mining 3:26 Stock 3 - one of the year's hot IPO's 5:16 Stock 4 - planning for a big partnership? 6:45 Stock 5 - big bucks for an AI hiring spree 7:59 Stock 6 - the industry grandad 8:53 Stock 7 - middleman in AI data centers 9:38 Stock 8 - a company in the driver's seat 10:46 Stock 9 - NOT a defense contractor 12:19 Stock 10 - all about autonomous driving Thanks to Eric Jackson for joining us again! Learn more about him here: https://emjcapital.ltd/about-eric-jackson/ Follow him on X: @ericjackson Which AI stocks are you watching? Let me know in the comments. Make sure to subscribe so you don’t miss our next investing video! I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of my content here: ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman Learn more about your ad choices. Visit megaphone.fm/adchoices