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6 Value Stocks to Watch
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
View all episodes
By Jon ErlichmanSome 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