Newcomer Investor

Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (0:00) - Intro

(1:30) - ETFs

(4:00) - reducing my holdings

(6:55) - opportunistic buys

(8:32) - spotlight: what I like about my fantastic five businesses (Brookfield; Canadian National Railway; Alimentation Couche-Tard; Franco Nevada; EQB); respect for shareholders; moats and systems

Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (0:00) - Intro

(0:32) - New position: XEQT

(5:29) - Exit position: Brookfield Infrastructure

(7:54) - Brookfield Renewable-Microsoft deal is a game changer

(11:06) - Will Starbucks come back?

(13:48) - New adds: Franco Nevada and Emerging Markets ETF

Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (0:33) - Tim Hortons launches pizza

(7:24) - Contrarian stock #1

(12:43) - Contrarian stock #2

(19:28) - Contrarian stock #3

Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!

FOLLOW TOM THE SAVINGS CAPTAIN:

Twitter: https://twitter.com/SavingsCaptain

His podcast: https://open.spotify.com/show/2zjNi99LEYHMwOpEbqensL?si=10af4fc815444870

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (1:28)- Tom’s introduction; life; investing methods; long term thinking & compounding vs trading & “beating the market”;how  every stock plays a role in portfolio

(12:25) - Coca-Cola $KO

(23:29) - Starbucks $SBUX

(33:15) - Walmart $WMT (and a side of Costco, Smartcentres, Loblaws, Alimentation Couche-Tard)

(43:12) - Tesla & Elon Musk

(58:15) - International stocks - why Tom’s portfolio is 100% USA, and the ONE emerging country he would potentially be interested 

(1:05:00) - Tom’s ETFs and allocation + some commentary on VTI, SCHD

(1:10:00) - Tom’s strategies depending on market situations, crashes; investing psychology; approach to risk

(1:15:00) - Musings on potentially risky stocks - $SOFI & the semi-conductor hype

(1:19:00) - Disney $DIS

(1:22:00) - One final piece of advice for investors

Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (0:36) - Why I believe Alibaba will bounce back

(15:00) - Brookfield update

(16:45) - Consumer stocks are starting to look interesting: Starbucks, McDonalds, Mondelez

Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (0:42) - young investors must learn to be patient

(2:53) - Alimentation Couche Tard $ATD - what is ACT? Business model; what happened this quarter? Value-oriented customers; Inner Circle loyalty club; the beauty of private label products; DavidsTEA & elevating the experience; Total acquisition

(13:48) - Enghouse Systems $ENGH; business model; what happened during the last 5 years, and what went wrong; their shifting revenue profile; no debt; high insider ownership; conservative investing; 

(20:50) - small trades - XEI; ENB; QBR; FNV; BCBN

Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (0:42) - Why I like (but sold) Aecon Group $ARE.TO

(5:43) - Banks update: TD $TD, Scotiabank $BNS and EQB $EQB

(11:24) - Franco-Nevada update $FNV: royalty business model; low cost growth + high scalability; Cobra Panama update; why I’m super bullish

(19:34) - Bitcoin

Welcome to the Newcomer Investor Channel! 

I love to chat about great businesses with awesome people.

Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ 

(0:00) - Intro

(0:39) - Tim Hortons

(6:16) - Burger King

(9:33) - High level + 5y plan

(11:38) - Riocan & Smartcentres update

(13:53) - Enbridge & TC Energy update

(15:10) - My next big trade…

Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (0:00) - Intro

(0:40) - Bell; “adapting and moving forward”; the media sector is in trouble due to “creative destruction” and there is no easy way forward; bell’s strategy and execution: high value networks and high value customers; Capex reduction and workforce restructuring; Crave & Amazon partnership; targeting newcomers and immigrants, partnership with Air Canada; how safe is the dividend?; what I’m doing with my BCE shares

Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (0:00) - Intro

(0:55) - Understanding the nuance between Brookfield Corporation (BN) and Brookfield Asset Management (BAM)

(7:00) - Brookfield Asset Management 2023 review: huge dividend raise; lots of capital raised; why BAM thrived when others struggled; stable FRE margins; majority permanent strategies = able to plan better; credit, oak tree, reinsurance; is brookfield too promotional?

(15:00) - Brookfield Corporation 2023 review: finally accelerating buybacks; also nice dividend raise; brookfield’s real estate segment; what I am doing now with my brookfield shares

Welcome to the Newcomer Investor Channel! 

I love to chat about great businesses with awesome people.

Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ 

TIMESTAMPS

(0:00) - intro

(2:07) - reflecting on investing in other countries; ray dalio & rise and fall of empires; assessing europe, india and china

(19:47) -  aritzia 

(22:40) - predictions for 2024

Welcome to the Newcomer Investor Channel! 

I love to chat about great businesses with awesome people.

Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ 

TIMESTAMPS

(0:00) - Intro

(0:43) - Some observations & thoughts: portfolio volatility; don’t be hysterical with the market; dividends have been a game changer this year; I plan to reduce more positions into 2024

(10:55) - Full portfolio as of December 15

(31:00) - Closing thoughts

Welcome to the Newcomer Investor Channel! 

I love to chat about great businesses with awesome people.

Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ 

TIMESTAMPS

(1:43) - Stock #1 - Restaurant Brands International: the business model; the pros of international expansion; TH International; master franchise agreements; BK International; Popeyes International; technology & throughput; eps and dividend; conclusion

(23:29) - Stock #2 - Lindt & Sprungli; tradition & excellence; product lines and SKUs; retail & online shopping experience; Lindt’s moat during holiday season; Gold Bunny; first half 2023 financial results

Welcome to the Newcomer Investor Channel! 

I love to chat about great businesses with awesome people.

Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ 

TIMESTAMPS

(1:18) - Morguard Corporation $MRC.TO - High Level

(4:27) - Financials; MRT.UN and MRG.UN

(6:45) - K Rai Sahi and the guiding principles behind Morguard; zero tolerance for subpar management; value investing philosophy

(12:40) - Final thoughts on Morguard

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.

NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only.

FOLLOW thewealthtrap: https://twitter.com/thewealthtrap

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest

Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured

Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS: (0:00) - Intro & Wealthtrap’s journey into investing

(5:00) - Breakdown of the weed industry; Canada vs US; legalization and aftermath

(11:47) - Canadian Tire: business model, moat, the power of Canadian-ness

(23:23) - ETFs; biggest win, mistake, and lesson for new investors!

Welcome to the Newcomer Investor Channel! 

I love to chat about great businesses with awesome people.

Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ 

TIMESTAMPS

(0:00) - Brookfield keeps Brookfielding

(9:28) - Quebecor: Canada’s hidden jewel

(14:15) - Lesson from a small cap holding

Welcome to the Newcomer Investor Channel! 

I love to chat about great businesses with awesome people.

Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ 

TIMESTAMPS

(0:00) - Intro 

(0:46) - I finally bought back into Brookfield Infrastructure

(3:20) - BIP business model & dividend

(5:24) - Sticky, long term contracts with high visibility on cash flows

(8:11) - Brookfield’s data segment will benefit from the AI boom

(12:23) - Triton

(14:34) - Why I am talking about this now

Welcome to the Newcomer Investor Channel!

I love to chat about great businesses with awesome people.

Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠

TIMESTAMPS

(0:00) - Intro

(0:41) - Consumer staples are getting hurt

(3:28) - Wegovy

(6:00) - Verdict

(9:47) - Enjoy the ride!

(10:51) - Brookfield update: Origin Energy

Welcome to the Newcomer Investor Channel!

I love to chat about great businesses with awesome people.

Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠

TIMESTAMPS

(0:00) - Intro 

(0:56) - Don’t panic - we are being tested

(6:00) - Brookfield Renewable: i am officially buying

(13:00) - Mondelez deserves to be on your watchlist

(17:25) - EQB announces a new acquisition!

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠

TIMESTAMPS

(0:00) - Intro

(0:44) - Fortis is Canada’s new dividend king

(5:39) - Fortis’ dividend

(7:45) - Should you buy Fortis?

(11:49) - Northwest Healthcare Properties cuts dividend

(15:39) - My buys this week!

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠

TIMESTAMPS

(0:00) - Intro

(1:30) - SCHD: Methodology & why I bought more

(8:20) - Brookfield Corporation: Investor Day Highlights

(21:09) - Enbridge Deal

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW Drunk Dividends: https://twitter.com/DrunkDividends Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS: (0:00) - Intro: Who is Drunk Dividends? 

(5:35) - What made you start investing?

(8:20) - North West Company $NWC

(11:35) - Growth catalysts for NWC?

(13:00) - Government involvement in business

(15:35) - Is NWC a core holding or trade?

(17:22) - Loblaws, Metro, Empire & grocery industry

(19:50) - Residential REITs

(21:45) - Exchange Income Corporation $EIF

(25:00) - A&W Income Fund $AW.UN and Restaurant Brands International $QSR

(31:34) - The importance of being really good at one thing

(32:54) - Coca Cola $KO

(36:40) - Chartwell $CSH.UN, and retirement home REITs

(44:00) - Drunk Dividends’ love/hate relationship with the Canadian banks 

(50:00) - Quebecor $QBR.B, and the telco industry

(54:20) - Pesorama  $PESO (yes, you read it right.) 

(56:15) - Alcohol stocks & industry: Anheuser-Busch, Diageo, Andrew Peller

(1:03:35) - Publicly traded companies vs private ownership

(1:08:37) - What advice would you give a younger person?

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠

TIMESTAMPS

(0:00) - Intro

(1:06) - What are Yieldmax ETFs & what is their objective?

(2:20) - How is this income generated? covered calls versus synthetic options strategies

(7:50) - Risk/Cons

(11:26) - My concluding thoughts on TSLY

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠

TIMESTAMPS

(0:00) - Intro

(0:44) - Algonquin Power disaster & key learnings

(2:31) - AQN strategic review results

(4:20) - What’s next for AQN?

(6:22) - Scotiabank earnings review

(12:17) - my 4 buys of August 28-29

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠

(0:00) - Intro

(1:17) - Peace of mind is priceless!

(3:30) - 3 strategies for investing in a market like today

(10:05) - Brookfield Corporation: great work!

(16:13) - Narrative change feat. Restaurant Brands International

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS:

(000) - Intro

(1:46) - Cons: CGL budget, debt, low asset sale multiple, & unfavourable macro environment

(4:47) - Pros: Moat, long-life assets, LNG role in climate transition, stable and predictable revenues, asset recycling track record, Liquids Spinoff

(11:27) - Closing thoughts - What I am doing with my TC Energy position

(13:28) - I sold more of my Power Corporation position

(16:00) - Brookfield update

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS:

(0:00) - Intro

(0:44) - So much doom and gloom out there - I choose to ignore the noise. As a long-term investor, I believe there is opportunity to benefit from human progress.

(4:37) - Stock #1

(11:22) - Stock #2

(18:19) - Stock #3

(22:57) - Stock #4

(30:10) - Stock #5

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW One Penny At A Time: https://twitter.com/onepennypodcast

STREAM His Podcast: https://linktr.ee/harris.elliot Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS: (0:00) - Introduction: One Penny At A Time

(4:17) - Penny’s strategy for tech stocks/growthy stocks

(5:45) - QQQM

(8:00) - ETFs = lifetime holds

(8:45) - Realty Income (O)

(12:00) - VICI presentation (VICI)

(15:00) - VICI is a (mostly) play on Las Vegas

(18:30) - Entertainment: Disney (DIS) & Nintendo, Activision Blizzard (ATVI)

(23:00) - Main Street Capital (MAIN)

(25:30) - Being intentional with your purchases: what role does the company play in your portfolio?

(27:55) - Ally Financial (ALLY)

(33:10) - Canadian Banks & TD Bank (TD)

(36:00) - Why investing in international stocks may be less necessary as a US investor vs Canadian

(38:52) - McDonald’s (MCD)

(40:00) - SCHD

(42:35) - Hershey

(44:40) - Music industry

(46:46) - Investing according to your values: what stocks/sectors Penny does not want to invest in

(48:25) - Tesla (TSLA)

(49:05) - Biggest lesson/advice, and AT&T (T)

(50:00) - Thank you! Please follow Penny on all platforms and give us a 5 star

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS (0:00) - Intro

(1:30) - Telus

(2:08) - Interest rates

(2:57) - Debt and Capex requirements

(3:32) - Telus International

(5:00) - I believe it is now undervalued and could be a good turnaround play

(6:23) - This was funded with a Power Corporation of Canada sale

(7:42) - Alimentation Couche Tard

(11:15) - EV Transition

(12:20) - Blackstone & Brookfield

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW Kage https://twitter.com/Investmentkage Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS: (0:00) - Intro

(1:50) - How Kage started investing

(4:58) - Top holdings: VTI and VOO; key similarities and differences, and the appeal of ETFs

(11:10) - Never chasing yield

(11:40) - AT&T: what’s going on?

(14:00) - Verizon, and the issue with most telco companies: heavy capex requirements, debt, and dividends

(15:30) - T-Mobile: a telco success story in the US

(17:05) - Costco’s business model, and competitive advantages

(21:47) - Special dividends

(22:40) - Costco valuation

(25:00) - Buying companies that trade at high PEs - sometimes quality and moat will justify those valuations

(26:32) - Kroger: growth by smart acquisitions

(30:00) - Apple, the greatest business in the world (for consumers) - super powerful ecosystem + product innovation

(36:16) - Microsoft, also the greatest business in the world (for businesses) - the power of bundling

(41:26) - ExxonMobil: America’s oil giant

(45:35) - How did Kage feel about investing when COVID started

(50:25) - The importance of maintaining a cash balance

(53:28) - Why Kage only invests in US stocks 

(58:10) - Bank of America

(1:00:30) - Why North American investors may want to consider investing in foreign stocks

(1:03:20) - Starbucks: everyone needs to try the Irish cream cold brew. Also, the stock is pretty cool, & the genius of Howard Schultz

(1:06:55) - Last piece of advice from Kage for new investors

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS (0:00) - Intro

(0:48) - Aritzia earnings were BRUTAL

(3:10) - Quick refresher on Aritzia

(4:10) - Retail

(6:30) - eCommerce

(7:45) - What happened this quarter?

(13:36) - What I plan to do with my Aritzia shares

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only.

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw

Email me at ⁠iamthenewcomerinvestor@gmail.com⁠

TIMESTAMPS

(0:00) - Intro

(0:35) - I sold out of Apple and Microsoft

(1:46) - Meta unleashes “Threads”

(5:07) - Tesla commits to China’s “core socialist values”

(9:13) - Bruce Power plans to expand its nuclear capacity - great news for TC Energy

(12:18) - News blocked in Canada - Quebecor, Bell and others suspend ads

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS (0:00) - Intro

(1:42) - 3 notable portfolio decisions I made in Q2

(4:38) - notable winners: Meta, EQB, Apple, Microsoft

(8:18) - My losers in Q2: Brookfield Renewable, Northland Power

(12:33) - My plans for Q3

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.  NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only.  Connect on Twitter: https://twitter.com/NewcomerInvest  Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw  Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS  (0:00) - Intro

(1:04) - feel free to ask me questions

(1:31) - Tools to assess companies

(4:50) - Tools to stay close to your investment thesis

(8:00) - Tools to estimate PADI

(9:52) - XCG ETF Review

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠
(0:00) - Intro

(1:13) - Canadian National Railway is now my 3rd largest position

(3:00) - Other updates: Sold some Google; bought some XEI, VFV, GRT.UN; placing a Limit sell on AC

(4:16) - I must select people to put my faith 

(6:13) - Play the long game

(7:59) - Negative sentiment means it is time to buy

(9:35) Why private assets are attractive: no distraction

(12:42) - Be bullish, but prepared

(14:33) - Transition & renewables

(17:15) - Where does Brookfield stand on China?

(19:48) - Closing thoughts

Listen to the full interview here: https://youtu.be/iGnYQUplOOo

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS: (0:00) - Intro (00:53) - I own EQB in my portfolio (1:54) - Brief Overview - What is EQB? (3:18) - EQB's purpose as "Canada's Challenger Bank" (3:55) - Digital Banking + Modern Products + Superior Customer Service = Great Success (5:20) - EQB is an Innovation powerhouse (7:14) - The Numbers back up the story! (9:00) - EQB is a Dividend Growth SUPERSTAR (10:42) - Competent Management & Consistent Strategy (11:37) - EQB - closing thoughts

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW TheDividendGuy on Twitter: https://twitter.com/TheDividendGuy SUBSCRIBE to his Youtube: https://www.youtube.com/@UC8aD-2lWvqnkxKiGH91X1WQ STREAM his Podcast: https://open.spotify.com/show/4xk1mOZ05rwzMHRg3PGOp0?si=7532e53193fe419c STREAM his second Podcast: https://open.spotify.com/show/4W6l74AJVV5h2BJDeVJlKg?si=e31b0beb647040e0 READ his blog: https://www.thedividendguyblog.com/ Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: hhttps://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠
(0:00) - Introducing TheDividendGuy

(5:50) - Investing strategy; how it started, and evolved over time

(10:51) - The dividend triangle

(13:06) - The dividend vs anti dividend debate

(15:12) - Amazon $AMZN

(16:28) - Constellation Software $CSU

(19:37) - Benefits of sticking to one main strategy

(21:10) - Mark Leonard: one of the greatest Canadian CEOs of all time, and the importance of high quality management with integrity

(26:08) - Canadian banks’ recent earnings: what can we expect next?!

(30:26) - Thoughts on timing the market + managing expectations

(36:09) - National Bank $NA: what makes it so special!

(45:24) - CIBC $CM, Laurentian Bank $LB: suffering from lack of focused strategy

(47:21) - Canadian Western Bank $CWB

(49:20) - Alimentation Couche Tard $ATD: one of Canada’s greatest success stories

(56:06) - Alain Bouchard - passionate, down to earth, and humble leadership

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. 

NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. 

Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest 

Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw 

Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ 

(0:00) - Intro

(1:26) - Legend Power Systems

(2:00) - Canadian Financial Monthly Income ETF

(2:32) - Canadian Quality Dividend ETF

(3:19) - Telus

(4:08) - FansUnite Entertainment

(5:07) - Base Carbon

(7:09) - XGRO

(7:48) - Fortis

(8:54) - Air Canada

(9:44) - Transalta Renewables

(10:42) - JEPI

(13:13) - Apple

(14:37) - Microsoft

(15:17) - BMO Canadian High Dividend Covered Call ETF

(16:06) - Aritzia

(16:45) - Canadian Pacific Railway

(18:03) - Aecon Group

(19:03) - Disney

(20:24) - Bell

(21:19) - Bitcoin

(21:51) - Meta

(23:27) - High Dividend Canadian ETF

(24:06) - Manulife

(24:40) - Kits Eyecare

(25:39) - Teladoc Health

(26:39) - Granite REIT

(27:23) - TC Energy

(27:43) - Enghouse Systems

(28:32) - Google

(29:23) - Northland Power

(29:41) - Alibaba

(31:00) - Restaurant Brands International

(31:54) - Brookfield Asset Management

(32:24) - Cash

(32:54) - Quebecor

(34:02) - SCHD

(34:48) - Brookfield Renewable

(36:37) - Algonquin Power

(37:44) - Enbridge

(38:22) - EQB

(39:58) - Abaxx Technologies

(45:20) - Smartcentres

(46:42) - TD

(48:14) - Riocan REIT

(49:41) - Power Corporation

(50:44) - Canadian National Railway

(52:16) - Scotiabank

(54:07)  - The S&P 500

(55:26) - Brookfield Corporation

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. 

NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. 

Connect on Twitter: https://twitter.com/NewcomerInvest 

Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw 

Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ 

TIMESTAMPS 

(0:00) - (0:00) - Intro + This is NOT FINANCIAL ADVICE

(2:46) - I have invested 40% of my Great West Lifeco money!

(3:27) - Brookfield Corporation $BN

(6:50) - Northland Power $NPI

(7:50) - Why do I not just buy Brookfield Renewable instead

(8:37) Wind vs Hydro

(10:20) - Implication for Northland Power and their recent results

(11:50) - Short and future term project pipeline

(12:50) - Dividend and Free Cash Flow

(15:53) - Yield, Total return, and stock movement

(17:22) - Google and AI

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW MillennialMojo on Twitter: https://twitter.com/MillennialMojo Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS (0:00) - Intro & Investing Philosophy (5:25) - ETFs: VDY, VFV, SCHD (10:50) - What about investing in other markets? (13:20) - Dividend investing (15:50) - Is Bell’s dividend safe? (18:50) - Algonquin Power (23:28) - Canadian banks (32:30) - DCA, Market timing, opportunistic buying (37:00) - USA allocation & CDRs (41:35) - Brookfield (51:30) - Long term and shorter term investing (57:30) - Telecom sector and Quebecor (1:05:40) - Tech stocks (1:19:00) - Tesla (1:24:00) - Best and worst investments

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.  NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only.  Connect on Twitter: https://twitter.com/NewcomerInvest  Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw  Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS  (0:00) - Intro (0:41) - The retail investor advantage (1:52) - I bought a new stock + the benefit of dividends!!! (3:32) - What is Aritzia? (5:45) - Results & 3 strategic pillars (7:12) - Why did the stock fall so much?! (8:32) - Competition is what worries me the most (9:35) - Customer loyalty & store experience (10:22) - Are Consumer Discretionary stocks safe? (14:50) - My next steps with Aritzia (15:50) - Restaurant Brands International - The narrative is changing