Ticker Take

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