Ticker Take

Think it’s time to play defense with your portfolio? John Zechner thinks so. Known as the "Stock Whisperer" after early calls on big winners like Celestica and MDA Space, the Chairman of J. Zechner Associates reveals why his 5-part market scorecard is flashing caution and shares 5 defensive stock ideas positioned for durable upside heading into 2027. Chapters:0:00 Intro: Flashing a Warning0:32 The Stock Whisperer's Blueprint2:23 The Scorecard: 2009, 2018 and Today (-3 reading)4:52 Stock 1: Microsoft (MSFT)6:37 Stock 2: CAE (CAE)8:02 Stock 3: Equinox Gold (EQX)9:55 Stock 4: Rogers Communications (RCI) 12:01Stock 5: Apotex (APTX)13:46 The Ticker Take Wrap-Up In this episode of Ticker Take, Jon Erlichman and Caroline Lesley sit down with veteran money manager John Zechner to break down his top-down macro blueprint. Zechner explains how his proprietary scorecard—which grades monetary conditions, economic growth, corporate profits, valuations, and investor sentiment—flagged the market bottom in March 2009 (+7) and warned ahead of the late 2018 drop (-4). With the reading now sitting at -3, he breaks down why he is prioritizing cash flow, defense backlogs, gold, and healthcare. In this episode, we cover: • The 5-point macro scorecard: Why narrow AI growth, stretched valuations, and euphoric sentiment are flashing caution • How a cautious investor can still own tech: The valuation and cash flow case for Microsoft • 5 defensive stock ideas—spanning software, defense simulation, gold mining, sports/telecom assets, and Canada's record-setting GLP-1 generic drug IPO—paired with Bloomberg analyst data Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Thanks to John for joining us! Learn more about John and J. Zechner Associates here: https://www.zechner.com/ Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take" with deep dives, briefings, guest notes, and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-the-scenes newsletter: https://carolinelesley.substack.com/p/the-take-down Listen to the podcast & give us a 5-star rating: ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf Connect with Jon & Ticker Take: ● X: https://x.com/JonErlichman ● Instagram: https://www.instagram.com/jonerlichman/?hl=en ● TikTok: https://www.tiktok.com/@jonerlichman?lang=en ● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ About Jon: 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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take." #stocks #investing #economy

Think high dividend yields always mean safe income? Keith Buchanan says chasing them could be a trap. GLOBALT Investments’ Senior Portfolio Manager breaks down why dividends are the ultimate test of business quality—and reveals 6 stocks beyond Big Tech built to keep paying and raising their payouts in good times and bad. Chapters: 0:00 Intro: Beyond Big Tech 0:37 Money doesn't grow on trees (it’s about dividend growth) 2:23 The Dividend Test: Why chasing the highest yield is a trap 4:02 Stock 1: Delta Air Lines (DAL) 0:00 5:02 Stock 2: Waste Management (WM) 6:19 Stock 3: JPMorgan Chase (JPM)8:05 Stock 4: Devon Energy (DVN)9:11 Stock 5: Hasbro (HAS)10:13 Stock 6: Automatic Data Processing (ADP)11:28 The Ticker Take wrap-up In this episode of Ticker Take, we sit down with Keith Buchanan, Senior Portfolio Manager at GLOBALT Investments, to explore where smart investors can find durable quality outside of the crowded tech trade. Buchanan explains why an unusually high dividend yield is often a warning sign of a cut rather than a bargain—and how he looks for pricing power, steady recurring cash flow, and dividend growth discipline across diverse sectors. In this episode, we cover:  • What actually defines a "quality" stock and why dividends serve as the ultimate corporate receipt • The "Yield Trap": Why Buchanan prefers owning a smaller growing dividend over a high, vulnerable payout • 6 non-tech stock ideas—from legacy industrials and energy to consumer IP and financials—paired with Bloomberg analyst sentiment Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Thanks to Keith for joining us! Learn more about Keith and GLOBALT Investments here: https://www.globaltinvestments.com/ Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take" with deep dives, briefings, guest notes, and more!  ● Investing newsletter: https://jonerlichman.substack.com/  ● Behind-the-scenes newsletter: https://carolinelesley.substack.com/ Listen to the podcast & give us a 5-star rating:  ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1772654316  ● Spotify: https://open.spotify.com/show/2xrbo2vP9k9X52rQ0dE6w6 Connect with Jon & Ticker Take:  ● X: https://x.com/JonErlichman  ● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: Caroline Lesley About Jon: 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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take." #stocks #investing #dividends

Think it’s time to dump Big Tech? Drew Pettit says that could be a huge mistake. Roundhill’s Chief Investment Strategist breaks down why Wall Street earnings revisions keep pushing tech higher—and reveals his 8 must-own stock picks for the rest of 2026. Chapters:0:00 Intro0:28 There's always money in the banana stand...and big tech!0:49 Why are people wrong about tech (answer: revisions, revisions, revisions).1:13 How to determine if tech stocks are cheap.1:56 Be careful if you're diversifying away from tech.2:40 Stock 1: Meta Platforms (META)3:47 Stock 2: Alphabet (GOOG)4:31 Stock 3: Micron (MU)5:22 Stock 4: Samsung (an ETF play)6:11 Stock 5: Crowdstrike (CRWD)6:57 Stock 6: Snowflake (SNOW)7:47 Stock 7: Lumentum (LITE)8:38 Stock 8: Kirby (KEX) In this episode of Ticker Take, we sit down with Drew Pettit, Chief Investment Strategist at Roundhill Investments, to look at what’s driving the market into year-end. After successfully pinpointing names like Nvidia, CrowdStrike, and Teradyne for 2026, Pettit shares why his bullish thesis comes down to three words: revisions, revisions, revisions. In this episode, we cover:• Why Wall Street profit estimates remain too low, even in a volatile macro environment• How the PEG ratio reveals why the Magnificent Seven are still attractive compared to small caps• 8 stock ideas for the final stretch of 2026, paired with Bloomberg analyst data Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Thanks to Drew for joining us! Learn more about him here: https://blog.roundhillinvestments.com/author/drew-pettit Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take" with deep dives, briefings, guest notes, and more!● Investing newsletter: https://jonerlichman.substack.com/● Behind-the-scenes newsletter: https://carolinelesley.substack.com/p/the-take-down Listen to the podcast & give us a 5-star rating:● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf Connect with Jon & Ticker Take:● X: https://x.com/JonErlichman● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: Caroline Lesley About Jon: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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take." #stocks #investing #technology

Which stocks are powering the AI boom? In this episode, we talk about 9 of them — and none are Nvidia! We go well beyond chips to focus on the real power sources: from natural gas and uranium to the infrastructure plays that make the entire buildout possible. Top-rated energy and infrastructure investor Tyler Rosenlicht joins us live at the New York Stock Exchange to walk through those 9 stocks and explain what makes them stand out. As always, this is not financial advice. Chapters: 0:00 Intro 0:31 Live at NYSE — Companies Powering the AI Boom 1:17 How Big Is This Opportunity for Investors? 1:46 Why It's Important to "Follow the Bottleneck" 2:36 Stock 1: Williams (WMB) 3:27 Stock 2: Black Hills (BKH) 4:12 Stock 3: Entergy (ETR) 4:55 Stock 4: Freeport-McMoRan (FCX) 5:36 Stock 5: Tamboran Resources (TBN) 6:30 Stock 6: MasTec (MTZ) 7:18 Stock 7: SOLV Energy (MWH) 8:10 Stock 8: Perpetua Resources (PPTA) 9:06 Stock 9: Cameco (CCJ) Thanks to Tyler Rosenlicht for joining us! Learn more about Tyler here: https://www.cohenandsteers.com/team/tyler-rosenlicht/ Special thanks to our partners @NYSEofficial for having us in studio! Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take" with deep dives, briefings, guest notes, and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-the-scenes newsletter: https://carolinelesley.substack.com/p/the-take-down Listen to the podcast & give us a 5-star rating: ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf Connect with Jon & Ticker Take: ● X: https://x.com/JonErlichman ● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: Caroline Lesley 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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take." #stocks #investing #ai #energy #infrastructure

Are AI stocks on sale? Investor Adam Johnson thinks so. He says AI went from being an investor priority to a pariah. But because of the slump, Johnson notes you can now invest in fast-growing businesses that are trading at lower multiples than the average stock in the S&P 500. He tells us about 7 AI stocks he thinks are on sale. As always, this is not financial advice. Chapters: 0:00 Intro 0:28 Live at NYSE -- what happened to AI stocks? 0:59 Today's guest: AI stock picker Adam Johnson! 1:41 Why Adam Johnson is bullish on AI. 2:55 Why he thinks AI stocks are on sale. 4:45 Stock 1 - Micron (MU) 6:09 Stock 2 - Onto Innovation (ONTO) 7:39 Stock 3 - Applied Digital (APLD) 8:43 Stock 4 - CoreWeave (CRWV) 10:22 Stock 5 - Marvell (MRVL) 11:38 Stock 6 - GE Vernova (GEV) 13:22 Stock 8 - Sterling Infrastructure (STRL) Thanks to Adam for joining us! You can learn more about AJ here: https://bullseyebrief.com/ You can also follow him on X: @AJInsight Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more! ● Investing newsletter: https://jonerlichman.substack.com/ ● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down Give us a 5 star podcast rating! ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Website - https://www.tickertakeonline.com/ Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ 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