Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW A.J. Button on Twitter: https://twitter.com/AJButton2 SUBSCRIBE to his Youtube: https://www.youtube.com/@UCqIHNKfWKUDZzhvm1cDF9rQ READ his articles: https://seekingalpha.com/author/growth-at-a-good-price Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠[email protected]⁠ (0:00) - Intro (1:15) - Why invest in China? (3:55) - Risks of investing in China (5:39) - Emerging markets provide additional opportunities for value (7:30) - What could/would happen if a Taiwan conflict erupts? & Taiwan Semiconductors (11:05) - Investing strategy - long, with a focus on valuation (12:10) - Alibaba vs PDD: which is better??? (15:15) - Alibaba spinoff of its operating segments (16:11) - Alibaba: high free cash flow but slow buybacks (for now) (18:50) - KWEB: probably one of the better ETFs for retail investors looking to invest in China tech stocks (19:56) - Tencent (21:50) - for China: buy cheap & assess risk properly (23:22) - Bank of America: cheap valuation (27:20) - TD: high quality Canada bank with high US exposure (27:20) - Google: incredible business with strong moat (30:00) - Apple: getting expensive (31:07) - High valuation: sometimes signs of quality, but can also be a mistake - Costco vs Shopify (34:00) - Microsoft (35:20) - AJ’s portfolio & allocation between stocks and ETFs (36:50) - Brookfield (This is the Newcomer Investor podcast, after all!) (38:24) - Reallocating portfolio funds based on valuation (38:58) - Biggest advice & lesson (42:10) - Follow @AJButton2 on Twitter!

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

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.  NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only.  Connect on Twitter: https://twitter.com/NewcomerInvest  Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw  Email me at ⁠[email protected]⁠  TIMESTAMPS  (0:00) - Intro (0:59) - I have been active in my investing last week (1:32) - Getting rid of my tiny positions: Telus and Fortis (2:52) - I finally sold Meta (5:07) - Granite - One of Canada's strongest REITs (7:49) - VFV - The S&P 500 Index (9:28) - Canadian National Railway (11:13) - XEI - High Dividend Canadian ETF (11:54) - Canada - oligopolies, dividends vs USA - competition, disruption, growth (15:01) - Enbridge - a popular but also controversial dividend stock (16:10) Negatives: Debt, Dilution, Dividend Payout (18:23) - Positives: Visibility on cash flows + mostly fixed debt (21:45) - The dividend - DCF vs EPS (23:34) - final thoughts on Enbridge + my expectations for the future (25:46) More final thoughts This is the interview with Granite's CEO I mentioned: https://open.spotify.com/episode/6G94MeqQjZClrS2RmmYa85?si=676eae0303044fa7

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW TheDividendGuy on Twitter: https://twitter.com/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 ⁠[email protected]⁠ (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 ⁠[email protected]⁠  (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 ⁠[email protected]⁠  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 ⁠[email protected]⁠ TIMESTAMPS (0:00) - Intro & Investing Philosophy (2:42) - I sold Great West Lifeco (4:06) - What I plan to do with this money. (5:26) - I bought a new stock with the Open Text money (6:18) - TC Energy (7:46) - Comparison with Enbridge and pipelines business model (10:20) - Coastal GasLink Pipeline: a controversial asset, and yet, a huge opportunity for Canada and the world (17:20) - Nuclear Power (18:22) - TC Energy is basically an enery ETF (19:12) - Answering a question

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

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at ⁠[email protected]⁠ TIMESTAMPS (0:00) - Intro (1:50) - What is investing? (3:02) - Trading vs Long Term Investing (4:00) - You are buying a business (4:34) - Example with TD Bank: ownership, shares, market capitalization (7:03) - How to know if a business is doing well? (7:45) - Revenue (9:14) - Net Income and Earnings Per Share (EPS) (11:25) - Free Cash Flow (FCF) (13:34) - Free Cash Flow —> Flexibility for the business (14:16) - Balance Sheet: Assets, Cash, Liabilities, Long Term Debt (with Microsoft) (16:15) - Debt & Interest Rates (17:42) - Qualitative metrics: Moat, Brand Power (20:26) - When should we buy? Dollar-Cost-Averaging vs Market Timing (23:00) - Price to Earnings Ratio (PE) (26:08) - Dividends (29:24) - Dividend Yield (30:26) - Yield on Cost (31:47) - Common dividend yield mistake (34:00) - My 3 dividend cuts: A&W, Riocan, Algonquin Power (35:07) - How to know if your dividend is “safe”? Payout Ratio & FCF (37:16) - Stock buybacks (40:18) - Share dilution (42:06) - Types of investing accounts: TFSA, RRSP, Non-Registered (42:48) - TFSA (44:16) - RRSP (46:22) - Non-Registered Account (49:23) - Choosing your brokerage account (50:18) - Questrade (52:26) - Wealthsimple (54:18) - Outro

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.  NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only.  Connect on Twitter: https://twitter.com/NewcomerInvest  Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw  Email me at ⁠[email protected]⁠  TIMESTAMPS  (0:31) - I sold Open Text (2:12) - Cash is not trash (anymore) (3:36) - on my watchlist: Big Tech Earnings; Meta’s “Year of Efficiency”; AI wars (5:33) - Dividends are not everything to me (6:06) - Scotiabank: a new beginning? (7:30) - Pacific Alliance: uneven results (9:18) - My strategy with banks: $BNS, $TD, $EQB (10:56) - Brookfield attempts to buy Network International

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only. Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at ⁠[email protected]⁠ TIMESTAMPS (0:00) - Intro (0:30) - Markets are shaky (1:53) - REITs are not having a great time (2:42) - Why do people buy REITs? (3:35) - Dividend yields are moving up (4:24) - REITs are cutting distributions left and right (5:25) - My strategy with REITs (5:38) - My "safe" REITs: Riocan $REI.UN and Granite $GRT.UN (7:15) - Brookfield Corporation: will their office portfolio cause their downfall? (9:00) - Smartcentres $SRU.UN - My most recent buy (9:36) - Is the Smartcentres dividend safe ... ? ? ? (13:40) - Should you just ignore REITs and buy other high yield sectors ie. Telco and Energy? (14:21) - My REITs are not (too) politicized

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.   NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only. Follow DividendKingTSX on Twitter: https://twitter.com/DividendKingTSX Subscribe to DividendKingTSX on Youtube:  https://www.youtube.com/@dividendkingtsx   Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at ⁠[email protected]⁠ (0:00) - Intro (1:00) - Who is DividendKingTSX? (3:25) - DK’s beginnings as an investor, and investing philosophy (6:45) - The ongoing Dividend vs non dividend debate (9:20) - Dividend growth stocks are awesome! Check out Canadian National Railway $CNR (10:16) - ETFs (13:33) - Young investors often buy shiny and exciting things (16:16) - Active vs Passive ETFs and MER (19:50) - Recent sales: $SCHD, $VCN, $VRE (22:20) - Current holdings: $VDY, $VFV, $XEI, $CASH.TO (25:15) - Individual stocks (26:20) - Brookfield $BN, high insider ownership (28:05) - Enghouse Systems $ENGH - great dividend growth (29:07) - Algonquin Power $AQN - a contrarian play (35:00) - $FLT - Drone Delivery Canada  (45:20) - Openness to allocating a small % of portfolio to high-risk high-reward companies (49:15) - Lessons from success and failure

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.   NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only.   Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at ⁠[email protected]⁠ (0:00) - Intro (0:57) - My allocation strategy (2:51) - Breaking down my portfolio by sector (5:22) - My core vs peripheral holdings (6:18) - Examples (9:02) - Peripheral holdings are those that I trade/recycle (10:42) - Brookfield buys Triton! (13:24) - Procter and Gamble dividend increase

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.   NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only.   Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at ⁠[email protected]⁠ (0:00) - Intro (0:27) - “The Last Of Us” is such an amazing show! (1:50) - $TD is now the most shorted bank (2:05) - What is shorting? (3:07) - Why are people shorting $TD?  (4:40) - Poll results from my fellow investors on Twitter (5:49) - Listener question: $VFV vs $ZSP S&P 500 ETFs (7:23) - Listener question: $VXC Global All Cap ex Canada ETF (10:45) - Virgin Orbit $VORB disaster and the risks of hyper-optimism

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.   NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only.   Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at ⁠[email protected]⁠ (0:00) - Record March Dividends & The beauty of passive income! (2:49) - NFA Reminder (3:12) - My first buy of Q2 2023 (3:34) - S&P 500: Long term outperformer. If you can’t beat it… join it! (5:00) - When it makes sense to invest the S&P vs not (6:03) - Warren Buffett & Charlie Munger on the S&P 500 (9:30) - What stocks/industries make up this index? (12:23) - What investors mean when they say a stock is “expensive” (13:38) - What is PE + examples (15:30) - Why do companies trade at higher or lower PEs (16:51) - S&P 500 Valuation from a historical perspective (18:18) - Japan’s stock market crash and “Lost Decades”

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only. Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at ⁠[email protected]⁠ (0:00) - Intro (1:04) - It’s hard to sell stocks (1:50) - Complete exits: Starbucks $SBUX, CGI Inc $GIB.A (3:35) - Core vs Peripheral Holdings (4:48) - Complete exits: $ZDV, $VDY (6:40) - Partial sale: Aecon Group $ARE.TO (8:50) - Partial sale: Open Text $OTEX (9:23) - Buys: ETFs: $VFV, $SCHD, $XEI (10:25) - The financial sector is looking great now! I bought $TD and $EQB (11:30) - REITs: I bought Smartcentres and Granite $SRU.Un $GRT.UN (12:16) - I bought high yielding stocks: Bell $BCE and Enbridge $ENB (13:00) - Brookfield $BN (14:08) - Northland Power $NPI and Canadian National Railway $CNR (14:52) - Thoughts on the market and my strategy  (16:32) - Rogers-Shaw merger results are in! (18:38) - What does this merger mean for shareholders of $BCE $T $RCI $QBR ?

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.   NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only.   Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube:    / @newcomerinvestor   Email me at ⁠[email protected]⁠   (0:00) - Intro (0:30) - Riocan & Retail after COVID (6:00) - Alibaba Restructuring: What happens now? Watch the full Riocan interview here: https://youtu.be/PeawGwkLbyk

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.   NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only.   Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/channel/UCbj1hYaUwwvjBFqvl-IVfQw Email me at [email protected]   (0:00) - Intro (1:30) - Passion vs Buy Recommendation (3:27) - $XEI Canadian High Dividend ETF (5:36) - $GRT.UN Granite REIT (6:51) - $BN Brookfield Corporation (7:58) - RBC Capital Markets Team’s take on Brookfield: severely undervalued (9:04) - Thoughts on Brookfield’s Real Estate portfolio (10:14) - RE can be reconverted and monetized in various ways (11:10) - Urbanisation: people continue to migrate towards large cities (12:10) - Conglomerate discount explained (14:28) - Brookfield interview: investing philosophy (16:40) - Brookfield advantage: transaction size Read Brookfield's recent interview: https://economictimes.indiatimes.com/news/company/corporate-trends/india-over-the-next-10-years-will-see-a-dramatic-increase-in-fdi-bruce-flatt-ceo-brookfield/articleshow/98788903.cms?from=mdr

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only. FOLLOW OUR GUEST DIVIDEND DAVE HERE: Youtube: https://www.youtube.com/@DividendDave73 Twitter: https://twitter.com/Lovey1973 Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected] (0:00) - Intro (1:35) - Dividend Dave (5:55) - Bank stocks: should we be worried?! US banks vs Canadian banks (11:10) - DFN (13:40) - Insurance (16:04) - Telecom (19:10) - Is the Bell dividend safe?? (23:00) - Algonquin Power (29:00) - Suncor, Oil & Gas (30:40) - Enbridge & the case for pipelines (32:20) - How many stocks should you own? (35:16) - Rail (38:54) - Gold, Mining, Materials (44:50) - Tech Stocks (48:57) - The benefits of ETFs (50:49) - USD vs CAD Exchange Rate (54:50) - Investing with your values/morals (1:01:03) - Successes/Failures and advice for new investors

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.   NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only.   Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected]   (0:00) - Intro (1:25) - Why i have so many stocks (2:22) - Bell $BCE (3:23) - Disney $DIS (4:51) - Canadian High Dividend ETF $XEI (6:16) - Kits Eyecare $KITS (8:06) - Bitcoin (9:32) - Teladoc $TDOC (12:12) - Manulife $MFC (12:40) - Granite REIT $GRT.UN (13:14) - Enghouse Systems $ENGH (14:42) - Open Text $OTEX (15:40) - Alphabet $GOOG (16:40) - Alibaba $BABA (20:26) - Restaurant Brands International $QSR (21:14) - Brookfield Asset Management $BAM (22:05) - Quebecor $QBR (23:10) - Wrapup: top 15 stocks readout

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only. Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected] (0:00) - Intro (1:12) - Why I added Bell $BCE as a complement to Quebecor $QBR (2:45) - Bell valuation & dividend (4:00)- Telco sector will benefit from immigration to Canada (5:05) - I need more diversification in my portfolio (6:00) - Enbridge $ENB (6:25) - Enbridge valuation & dividend (6:47) - I believe Enbridge has one of the widest moats in Canada (7:30) - Enbridge Perception vs Reality: Why I believe it is a safe stock despite the increasing hostility to pipeline companies (8:58) - TD Bank $TD - investors are scared, I’m excited! (10:14) - Reviewing quick facts + their excellent track record (11:50) - $VFV The S&P 500: The single best investment for 99% of people, myself included

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only. Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected] (0:00) - Intro (1:38) - What is Power Corporation (3:50) - Brief History (4:20) - Paul Desmarais's Vision for Power Corporation (6:38) - Power Corporation's Key Principles (7:25) - Long Term Orientation & Prudence dominate their thinking (8:55) - This stock will appeal to risk averse people and/or retirees who want stable dividends (9:40) - Great-West Lifeco: Power's greatest asset and largest contributor (10:56) - IGM Financial: one of Canada's large wealth management companies (12:56) - Groupe Bruxelles Lambert: a play on European stocks (14:40) - Sagard and Power Sustainable (17:24) - Lion Electric & Chinese Investments (19:30) - Answering a question: what is the value proposition in buying Power Corporation? Corporate structure: https://www.powercorporation.com/en/companies/organization-chart/

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only. Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected] (0:00) - Intro (0:56) - SVB Collapse Update (1:42) - Kevin O’Leary’s take on Banks (he’s no longer a fan) (3:51) - How I feel about Banks (4:42) - Time to respond to tweets + This is NOT FINANCIAL ADVICE (5:16) - Brookfield’s exposure to office (8:28) - Perception vs Reality (10:05) - Easier to feel comfortable if you know your business (10:30) - Conceptualizing Brookfield as a Chessboard (13:23) - “Brookfield is cyclical, therefore: sell everything and buy back later” - I am definitely not going to do that (14:40) - Concluding thoughts: my strategy, and last stock I purchased Note: I had an audio issue at 3:20 - audio should say: "another fear that accompanies this moral hazard issue is..."

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.  NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only. Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected] (0:00) - Intro (0:38) - Silicon Valley Bank collapse (1:10) - SVB history (1:38) - How banks make money (3:05) - The impact of high interest rates (4:12) - What went wrong at SVB (7:36) - How I feel about banking & my 3 bank stocks $BNS $TD $EQB (8:35) - I bought more Toronto Dominion Bank $TD (9:23) - How I feel and what I do during market panic (10:55) - What to buy if you are scared of picking a company that will die (11:41) - My thoughts on recent Enghouse Systems $ENGH earnings (15:22) - Outro

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.  NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only.   Connect on Twitter: @NewcomerInvest  Subscribe on Youtube: Newcomer Investor  Email me at [email protected]  

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.  NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes only.  Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected]  (0:00) - Intro (1:10) - 2 Stocks I bought this week (3:15) - Life update (5:39) - The important role high dividend stocks will play for me in 2023 (7:10) - Thoughts on Big Tech stocks (8:18) - Why my Big Tech allocation is so small (9:34) - Why I do not hold Amazon stock (10:34) - Why I am not running to buy AI stocks (13:51) - Canadian Pacific and Keith Creel (15:17) - Outro

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes. Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected] (0:00) - Intro (0:40) - Why I sold my Starbucks shares $SBUX (3:35) - What I bought with that money, and why (4:46) - What went wrong at Scotiabank and what I plan to do with my shares $BNS (7:45) - Quebecor Update - No dividend raise!!! $QBR (10:55) - Latest updates on Freedom Mobile deal (11:30) - Politics of Canada & Quebec: why I think the deal will go through (14:18) - Reduced my position in Aecon $ARE.TO (15:20) - Why I am not worried about the recent news on Brookfield DTLA defaults $BN $DTLA (17:18) - Non-recourse debt (18:16) - Bruce Flatt on DTLA & Brookfield real estate (19:52) - Why Bruce Flatt is optimistic in today’s market environment MORE MATERIALS I REFERENCED BELOW Article about the DTLA defaults: https://www.bloomberg.com/news/articles/2023-02-14/brookfield-defaults-on-two-los-angeles-office-towers?leadSource=uverify%20wall Full Bruce Flatt interview: https://youtu.be/pSbEg2DRxqo

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes. Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected] (0:00) - Intro (1:13) - The dividend vs anti dividend debate (2:17) - How anti-dividend people misunderstand many dividend investors (3:42) - “companies lose value by paying dividends” —> it’s not that simple (5:50) - “you can make your own dividend by selling stock” —> it’s not that simple (7:28) - dividends provide peace of mind in an uncertain world, and help us manage our emotions. Total returns matter, but so does the journey to get there (9:42) - Closing thoughts

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes.  Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected] (0:00) - Intro (1:13) - Brookfield Renewable $BEP.UN.TO / BEPC.TO (2:18) - Telus $T.TO (3:20) - Canadian National Railway $CNR.TO (5:47) - Smartcentres $SRU.UN.TO (7:00) - Riocan $REI.UN.TO (8:19) - Bed Bath & Beyond Disaster will not destroy Riocan (9:33) - Restaurant Brands International $QSR.TO (12:36) - EQB Inc $EQB.TO (13:13) - Manulife $MFC.TO (14:00) - I want more geographic diversification in my portfolio (14:52) - Canada’s strengths: Financials & Natural Resources (16:53) - America’s strengths: Tech, Consumer Staples, Entertainment, Healthcare (18:30) - European strengths: Healthcare, Consumer Staples, Luxury Goods (20:00) - The Luxury industry defies the laws of economics! (20:48) - China: room to grow despite geopolitical tensions (21:55) - My allocations right now & goals for the future (22:45) - Charlie Munger on crypto Charlie clip: https://youtu.be/Uf7OZld47K4

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes. Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected] (0:00) - Intro (0:50) - This podcast is not financial advice (2:28) - Stock I bought this week: Brookfield Corporation $BN.TO (3:18) - Answering: “Which Brookfield should I buy?” (4:24) - Brookfield Infrastructure $BIP.UN.TO / $BIPC.TO (5:34) - Brookfield Renewable $BEP.UN.TO / $BEPC.TO (6:12) - Don’t let your political beliefs cloud your investing analysis (7:00) - Divide between O&G Investors and Renewable Investors (7:50) - Common (and fair!) criticisms of Renewable industry (8:35) - Brookfield is strong in Hydroelectric Power (9:05) - Increasing benefits for the Renewables sector (9:50) - BEP’s Dividend track record, and payout ratio (10:30) - What I plan to do with BEP (10:44) - Brookfield Asset Management $BAM.TO (12:00) - Why Brookfield Corporation is my favourite (12:30) - Lesson from Brookfield Property Partners (13:38) - What I am doing with Great-West Lifeco $GWO (14:50) - Understanding their business model (16:45) - My thoughts on Microsoft/ChatGPT vs Google (18:23) - Disney’s recent update

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should not be taken as financial advice, and is for entertainment purposes. Connect on Twitter : @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected] (0:00) - Intro (1:05) - Revealing my latest purchase (2:00) - My thoughts on Office REITs (2:58) - My thoughts on Residential REITs (3:47) - I love companies that fly under the radar (5:05) - The Industrial sector (generally) has sticky deals (5:30) - Focus on long-term total returns (6:06) - Dividend track record and safety (6:58) - Geographic diversity! (7:40) - My only concern with this stock (9:10) - My thoughts on the future of this industry

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. Connect on Twitter : @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected] (0:00) - Intro (1:50) - What are dividends? (3:05) - Dividends: the ultimate passive income (3:52) - My first experience with dividends (4:45) - Dividend yield explained (6:35) - Common dividend mistake to watch out for (7:55) - Yield traps (9:20) - Payout ratio explained (11:30) - Look deeper to understand the full picture (12:03) - Depreciation explained (13:58) - Dividend growth rate (15:20) - You can benefit from non-dividend stocks too (16:47) - [in general] What type of companies pay dividends vs not (18:25) - Dividend companies tend to be mature and established (19:00) - My thoughts on the dividend vs anti-dividend debate (19:40) - People should invest PRIMARILY based on their circumstances and goals (20:20) - Journey to $3,000 PADI and recent setback (21:00) - Annual January dividend income comparison, 2019 to 2023 (22:00) - My investing strategy and contributions (22:56) - My top 5 largest dividend payers (23:47) - Why I love REITs! (24:15) - My dividend strategy for the future (25:30) - I do not recommend only high dividend yield stocks, it’s better to invest in a “boring” low yield & high growth ones

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. Connect on Twitter :@NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at [email protected]

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.  Timestamps:  (0:00) - Intro (0:55) - What FinTwit debates are really about (3:14) -  Risk tolerance (5:10) -  My Focus is (more) on Downside Protection (5:50) - Value Investing vs Growth Investing (6:42) - I am opportunistic and break my own rules if necessary (9:08) - Age, Time Horizon, and Goals (10:52) - Recap Connect on Twitter: https://twitter.com/NewcomerInvest  Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/videos  Follow on Spotify: https://open.spotify.com/show/7koQIwwtB1NxJYPxEW9A9w?si=1e264e386c26478c  Email at [email protected]

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. Timestamps: (0:00) - Intro (0:20) - Canadian National Railway earnings (3:05) - My current strategy, recent purchase and sale (6:05) - I am overweight in financial stocks (6:58) - Answering a question: $VDY vs $XEI (9:42) - $DIS vs $NFLX (10:52) - $SPOT vs $AAPL (12:10) - $REI.UN vs $SRU.UN (13:35) - Why I am hesitant about pure-play residential REITs Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/videos Follow on Spotify: https://open.spotify.com/show/7koQIwwtB1NxJYPxEW9A9w?si=1e264e386c26478c Email at [email protected]

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. Today, we're defending Restaurant Brands International - Ticker symbol $QSR Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/videos Follow on Spotify: https://open.spotify.com/show/7koQIwwtB1NxJYPxEW9A9w?si=1e264e386c26478c Email at [email protected] Timestamps: (0:00) - Intro (1:55) - RBI's Business Model: Franchisor vs Franchisee (3:50) - Market saturation argument (5:40) - Growth opportunities from International markets

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/videos Follow on Spotify: https://open.spotify.com/show/7koQIwwtB1NxJYPxEW9A9w?si=1e264e386c26478c Email at [email protected] Timestamps: (0:00) - Intro (1:30) - Sticky product & Ecosystem (4:10) - Moat & Barriers to entry (7:20) - Debt levels (9:20) - Network effects (11:15) - Thoughts on a Tweet (12:40) - My investing style is my weakness & strength

Welcome to the Newcomer Investor Channel!   The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints.   (0:00) Intro (0:56) $ SCHD ETF (3:03) Algonquin Power $AQN (6:36) Quebecor $QBR (9:15) EQB Inc. $EQB (10:45) Enbridge $ENB (13:25) Great-West Life $GWO (14:55) TD $TD (16:50) Abaxx Technologies $ABXX (21:50) Smartcentres $SRU.UN (23:23) Power Corporation $POW CORRECTION* - I misspoke and meant Canadian PM Jean Chretien (not Charest!) (26:40) Riocan $REI.UN (29:10) Canadian National Railway $CNR (30:15) S&P 500 ETF $VFV (31:25) Bank of Nova Scotia $BNS (32:17) Brookfield Corporation $BN Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/videos Follow on Spotify: https://open.spotify.com/show/7koQIwwtB1NxJYPxEW9A9w?si=1e264e386c26478c Email at [email protected]

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. (0:00) Introduction (1:06) Teladoc: what went wrong? (3:29) Teladoc’s impressive revenue growth (4:22) Healthcare today (5:30) People want convenience (7:30) Meta (8:13) 2 reasons people hate Meta (8:40) How Meta’s ads work (9:56) The Metaverse (10:55) Meta is strong (11:35) Meta’s next move: focusing on ARPU (12:59) Closing thoughts Connect on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/videos Follow on Spotify: https://open.spotify.com/show/7koQIwwtB1NxJYPxEW9A9w?si=1e264e386c26478c Email at [email protected] NOTE* - CORRECTION! LIVONGO ACQUISITION WAS 18.5 BILLION (NOT 17B)

Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. Algonquin Power got caught up in today's high interest rates and as a result, are taking decisive action. Stream this episode to hear my immediate thoughts on Jan 12th's Investor Update on the subject. Contact me:  Twitter at @NewcomerInvest Email: [email protected]

Welcome to Episode 3 of the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. Timestamps: 0:00 - Introduction 1:30 - Canadian National Railway Intro 2:00 - CNR's 2021, in numbers 2:52 - CNR's Revenue Mix & importance to Canadian economy 4:00 - Stock Performance, Dividends, and Buybacks 6:10 - Cathie Wood 7:00 - ARKK's "Bad Ideas Report" thesis on Rail 8:30 - My overall thoughts 9:30 - Scotiabank, Canadian FinTwit's most unpopular bank 10:30 - My thoughts on Scotiabank stock today 11:48 - Canadian banks are undeniably some of the best in the world 13:23 - Answering a question from Twitter: S&P 500 ETF - should you buy the hedged or unhedged version? (VFV / VSP) 14:53 - I’m not worried about the Canadian dollar or economy 15:45 - Outro Twitter: https://mobile.twitter.com/NewcomerInvest Email: [email protected] Subscribe to the Channel: https://www.youtube.com/@newcomerinvestor/featured