86 avsnitt
Newcomer Investor Newcomer Investor
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- Näringsliv
Welcome to the Newcomer Investor Channel!
I love to chat about great businesses with awesome people.
Please note: this podcast is not financial advice I'm not telling YOU what to do... I'm just sharing what I do!
Connect on Twitter: https://twitter.com/NewcomerInvest
You can "Buy me a coffee" here: https://www.buymeacoffee.com/newcomerinvestor
Email me at iamthenewcomerinvestor@gmail.com
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Breaking down my strategy & “Fantastic Five” stocks [EP. 83]
Welcome to the Newcomer Investor Channel!
I love to chat about great businesses with awesome people.
Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!
Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com
TIMESTAMPS
(0:00) - Intro
(1:30) - ETFs
(4:00) - reducing my holdings
(6:55) - opportunistic buys
(8:32) - spotlight: what I like about my fantastic five businesses (Brookfield; Canadian National Railway; Alimentation Couche-Tard; Franco Nevada; EQB); respect for shareholders; moats and systems -
NEW stock purchase & stock exit reveal! [EP. 82]
Welcome to the Newcomer Investor Channel!
I love to chat about great businesses with awesome people.
Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!
Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com
TIMESTAMPS
(0:00) - Intro
(0:32) - New position: XEQT
(5:29) - Exit position: Brookfield Infrastructure
(7:54) - Brookfield Renewable-Microsoft deal is a game changer
(11:06) - Will Starbucks come back?
(13:48) - New adds: Franco Nevada and Emerging Markets ETF -
3 (more) contrarian stocks to consider + Tim Hortons pizza analysis [EP. 81]
Welcome to the Newcomer Investor Channel!
I love to chat about great businesses with awesome people.
Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!
Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com
TIMESTAMPS
(0:33) - Tim Hortons launches pizza
(7:24) - Contrarian stock #1
(12:43) - Contrarian stock #2
(19:28) - Contrarian stock #3 -
Meet Tom, the Savings Captain! - Coca-Cola, Starbucks, Walmart, Costco, Tesla, International Stocks, ETFs, and more! [EP. 80]
Welcome to the Newcomer Investor Channel!
I love to chat about great businesses with awesome people.
Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!
FOLLOW TOM THE SAVINGS CAPTAIN:
Twitter: https://twitter.com/SavingsCaptain
His podcast: https://open.spotify.com/show/2zjNi99LEYHMwOpEbqensL?si=10af4fc815444870
Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com
TIMESTAMPS
(1:28)- Tom’s introduction; life; investing methods; long term thinking & compounding vs trading & “beating the market”;how every stock plays a role in portfolio
(12:25) - Coca-Cola $KO
(23:29) - Starbucks $SBUX
(33:15) - Walmart $WMT (and a side of Costco, Smartcentres, Loblaws, Alimentation Couche-Tard)
(43:12) - Tesla & Elon Musk
(58:15) - International stocks - why Tom’s portfolio is 100% USA, and the ONE emerging country he would potentially be interested
(1:05:00) - Tom’s ETFs and allocation + some commentary on VTI, SCHD
(1:10:00) - Tom’s strategies depending on market situations, crashes; investing psychology; approach to risk
(1:15:00) - Musings on potentially risky stocks - $SOFI & the semi-conductor hype
(1:19:00) - Disney $DIS
(1:22:00) - One final piece of advice for investors -
Alibaba: poised for a comeback | Consumer stocks: opportunity or trap? | Brookfield update [EP. 79]
Welcome to the Newcomer Investor Channel!
I love to chat about great businesses with awesome people.
Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!
Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com
TIMESTAMPS
(0:36) - Why I believe Alibaba will bounce back
(15:00) - Brookfield update
(16:45) - Consumer stocks are starting to look interesting: Starbucks, McDonalds, Mondelez -
2 contrarian stocks for March 2024 (I’m buying!) [EP. 78]
Welcome to the Newcomer Investor Channel!
I love to chat about great businesses with awesome people.
Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do!
Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com
TIMESTAMPS
(0:42) - young investors must learn to be patient
(2:53) - Alimentation Couche Tard $ATD - what is ACT? Business model; what happened this quarter? Value-oriented customers; Inner Circle loyalty club; the beauty of private label products; DavidsTEA & elevating the experience; Total acquisition
(13:48) - Enghouse Systems $ENGH; business model; what happened during the last 5 years, and what went wrong; their shifting revenue profile; no debt; high insider ownership; conservative investing;
(20:50) - small trades - XEI; ENB; QBR; FNV; BCBN