Health care stocks have been down lately, and many wonder if it’s a buying opportunity. In this episode, Equity Analyst Stephen Boland and Vice President, Research, Steven Zicherman discuss the merits of this traditionally defensive sector.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
With so many modern shipping methods available today, some may think of railroads as antiquated. In this episode, Equity Analyst Stephen Boland discusses the competitive advantages of this vital piece of North American infrastructure and its role in keeping our economy moving.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
There are more and more electric vehicles on the road, and these rely heavily on lithium. In our latest episode, Steve Boland talks to Odlum Brown’s resource analyst, Fai Lee, about the evolution from gas to electric vehicles, and Fai shares some of his favourite ideas in the space.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
In this episode, we focus on a British Columbian success story, and that’s our very own Odlum Brown. Hear from our new President and CEO, Trevor Short, who shares great stories and lessons learned through nearly 30 years with our great firm – and what lies ahead.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
The People Premium: How Strong Leadership Drives ReturnsIn this episode, we explore two important and sometimes subtle drivers of investment success: management and corporate culture. Join Stephen Boland and Laura McAlear as they delve into how strong leadership and a positive, values-driven culture can create long-term shareholder value.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
There is a lot of literature about when to buy a stock, but little about when to sell. This is odd, because for every buyer there is a seller, and selling stocks strategically can have a significant influence on portfolio returns. In this episode, Vice President, Research, Steven Zicherman and Equity Analyst Stephen Boland discuss the art and science of deciding when to sell.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
Canada Day is next week, and we have so much to be proud of! In this episode, we celebrate a few of Canada’s most successful enterprises. Some names may be familiar, while others may surprise you. From humble beginnings, these triumphs have grown to be mammoths on the global stage.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
Today we discuss a true Canadian success story: Fairfax Financial. Since 1985, Fairfax has delivered shareholders a 19% compound annual return, making it one of the best stocks to have owned in North America over the last 40 years. Join Equity Analyst Stephen Boland and Vice President, Research, Steven Zicherman as they reflect on this founder-led business’ history and culture and what lies ahead.Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
The headlines have been dizzying, but our focus is steady. In this episode, Chief Investment Officer Murray Leith explains two of the key metrics we consider when investing, profit margins and valuations, and how they might surprise investors over the next decade.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
Energy is a huge component of the Canadian economy and an integral part of our day-to-day lives. In this episode, Equity Analysts Stephen Boland and Cory O’Krainetz discuss the systems and infrastructure that move energy across North America, how these may be affected by U.S. tariffs, and the opportunities ahead in the transition to renewables.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
Today, we talk chocolate! Listen as Equity Analyst and chocoholic Stephen Boland breaks down why Mondelēz, a colossal global snack food company, is one of our favourites in the consumer packaged goods space.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
Join Equity Analysts, Stephen Boland and Trevor Chang as they discuss considerations for investing in the aerospace industry.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
In this episode, Equity Analyst Stephen Boland speaks with Chief Investment Officer, Murray Leith about what another Trump presidency might look like and what that might mean for investment portfolios.--Related links:OB March Newsletter - Buffett Cries Wolf on Tradehttps://www.odlumbrown.com/insights/article/buffett-cries-wolf-on-tradeLearn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference
Odlum Brown is an independent Canadian investment firm. We provide integrated wealth management solutions to help clients achieve their financial goals, and we’ve been doing so for over 100 years. Join us for some lessons we’ve learned along the way that can make a difference for the future.Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown. Odlum Brown is a Member of the Canadian Investor Protection Fund. Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference