![brookfield corporation & asset management 2023 review [EP. 72]](https://is2-ssl.mzstatic.com/image/thumb/Podcasts113/v4/67/56/14/675614b1-394f-53a4-e96b-ae2ee851fabd/mza_9100270075208580900.jpg/250x250bb.jpg)
Episodes
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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 â [email protected]â TIMESTAMPS(0:00) - Intro
(0:37) - Recent portfolio changes; and why I sold Scotiabank
(6:10) - KITS Eyecare: a small cap stock to watch
(12:22) - Alimentation Couche Tard x Too Good To Go
(14:36) - Enghouse is coming back!
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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 â [email protected]â 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
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Missing episodes?
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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 â [email protected]â 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
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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 â [email protected]â TIMESTAMPS(0:33) - Tim Hortons launches pizza
(7:24) - Contrarian stock #1
(12:43) - Contrarian stock #2
(19:28) - Contrarian stock #3
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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 â [email protected]â TIMESTAMPS(1:28)- Tomâs introduction; life; investing methods; long term thinking & compounding vs trading & âbeating the marketâ;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 Tomâs portfolio is 100% USA, and the ONE emerging country he would potentially be interested
(1:05:00) - Tomâs ETFs and allocation + some commentary on VTI, SCHD
(1:10:00) - Tomâs 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
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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 â [email protected]â 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
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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 â [email protected]â 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
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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 â [email protected]â TIMESTAMPS(0:42) - Why I like (but sold) Aecon Group $ARE.TO
(5:43) - Banks update: TD $TD, Scotiabank $BNS and EQB $EQB
(11:24) - Franco-Nevada update $FNV: royalty business model; low cost growth + high scalability; Cobra Panama update; why Iâm super bullish
(19:34) - Bitcoin
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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 â [email protected]â TIMESTAMPS(0:00) - Intro(0:40) - Key lesson learned from my investment in Teladoc(2:57) - Teladoc high-level facts & vision of âwhole-person careâ(7:11) - Integrated Care segment: what is it; some numbers; moat; Newfoundland & labrador moat example; Value of data in improving health outcomes;(11:12) - BetterHelp; $3.5m acquisition cost; high level numbers; therapy now culturally accepted; growing total addressable market(13:43) - What went wrong since 2021(20:15) - Analyzing 2023 results(29:24) - what I plan to do with my Teladoc shares(31:32) - NVIDIA
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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 â [email protected]â
(0:00) - Intro
(0:39) - Tim Hortons
(6:16) - Burger King
(9:33) - High level + 5y plan
(11:38) - Riocan & Smartcentres update
(13:53) - Enbridge & TC Energy update
(15:10) - My next big tradeâŠ
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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 JEREMY BELOW!
Twitter: https://twitter.com/DivStockpile
Youtube: https://www.youtube.com/@DividendStockpile
Newcomer Investor:
https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at â [email protected]â TIMESTAMPS(1:00) - Jeremy introduction & background
(2:21) - Breaking down options: what are they; various options strategies; delta; characteristics of good options traders
(14:14) - JEPI and JEPQ: what they are & how they work
(17:40) - NextEra Energy (NEE) & NextEra Energy Partners (NEP) and the renewable crash + Brookfield Renewable
(23:50) - Why Jeremy owns Canadian stocks as an American
(25:30) - Tax implications for Americans buying Canadian stocks
(26:30) - Managing 50+ holdings
(28:00) - Individual stocks vs buying ETFs, feat. SCHD and DGRO
(31:30) - Jeremyâs non-north American stocks!
(33:16) - Healthcare industry: Pfizer, Abbvie, Johnson & Johnson, United Health; how to evaluate and assess healthcare stocks
(36:50) - Brookfield Corporation vs Asset Management; Blackstone; Bruce Flatt and big shoutout to Manitoba; training the next generation
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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 â [email protected]â TIMESTAMPS(0:00) - Intro
(0:40) - Bell; âadapting and moving forwardâ; the media sector is in trouble due to âcreative destructionâ and there is no easy way forward; bellâs strategy and execution: high value networks and high value customers; Capex reduction and workforce restructuring; Crave & Amazon partnership; targeting newcomers and immigrants, partnership with Air Canada; how safe is the dividend?; what Iâm doing with my BCE shares
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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 â [email protected]â TIMESTAMPS(0:00) - Intro
(0:55) - Understanding the nuance between Brookfield Corporation (BN) and Brookfield Asset Management (BAM)
(7:00) - Brookfield Asset Management 2023 review: huge dividend raise; lots of capital raised; why BAM thrived when others struggled; stable FRE margins; majority permanent strategies = able to plan better; credit, oak tree, reinsurance; is brookfield too promotional?
(15:00) - Brookfield Corporation 2023 review: finally accelerating buybacks; also nice dividend raise; brookfieldâs real estate segment; what I am doing now with my brookfield shares
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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 â [email protected]â TIMESTAMPS(0:00) - Intro(0:35) - Brookfield Renewable 2023: record FFO; 5GW new capacity; capital recycling; buybacks; dividend increase; more & more corporate customers; avaada group; origin energy; politics; why net income so low and why it does not worry me(14:30) - Brookfield Infrastructure 2023; record FFO; dividend within range + increase; capital recycling; utilities; transport; midstream; data; more capital recycling details + Brazil(21:37) - Brookfield Business 2023: business model; Westinghouse; fabulous 5; undervalued units; long term vision; clarion(26:15) - my big dilemma. your feedback is welcome
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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 â [email protected]â -
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 â [email protected]â TIMESTAMPS(0:39) - new purchase: Franco Nevada; what is it; why their business model is so attractive; commitment to shareholders & dividend growth; the benefits of an exploration portfolio; revenue diversification; incredible financial position(9:16) - cobre Panama; what happened?; 3 scenarios for how situation could evolve(18:53) - why Iâm buying Franco now + my strategy for the future(23:06) - celebrating 5 years invested into canadian national railway
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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 â [email protected]â
TIMESTAMPS
(0:00) - intro
(2:07) - reflecting on investing in other countries; ray dalio & rise and fall of empires; assessing europe, india and china
(19:47) - aritzia
(22:40) - predictions for 2024
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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 â [email protected]â
TIMESTAMPS
(0:00) - Intro
(0:43) - Some observations & thoughts: portfolio volatility; donât be hysterical with the market; dividends have been a game changer this year; I plan to reduce more positions into 2024
(10:55) - Full portfolio as of December 15
(31:00) - Closing thoughts
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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 â [email protected]â
TIMESTAMPS
(1:43) - Stock #1 - Restaurant Brands International: the business model; the pros of international expansion; TH International; master franchise agreements; BK International; Popeyes International; technology & throughput; eps and dividend; conclusion
(23:29) - Stock #2 - Lindt & Sprungli; tradition & excellence; product lines and SKUs; retail & online shopping experience; Lindtâs moat during holiday season; Gold Bunny; first half 2023 financial results
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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 â [email protected]â
TIMESTAMPS
(1:18) - Morguard Corporation $MRC.TO - High Level
(4:27) - Financials; MRT.UN and MRG.UN
(6:45) - K Rai Sahi and the guiding principles behind Morguard; zero tolerance for subpar management; value investing philosophy
(12:40) - Final thoughts on Morguard
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![Why I finally sold out of Scotiabank [EP. 84]](https://is2-ssl.mzstatic.com/image/thumb/Podcasts113/v4/67/56/14/675614b1-394f-53a4-e96b-ae2ee851fabd/mza_9100270075208580900.jpg/80x80bb.jpg)