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A Top Trader Reveals the 9 Stocks She Actually Owns
Being a good long-term investor starts with thinking more like a trader. That's the view of Diana Avigdor of Barometer Capital Management. Diana blends tactical trading discipline with long-term portfolio construction. And her philosophy is simple. While you can like a company's fundamentals, price action in the stock has to fit the narrative. When it doesn't, your money may be better invested elsewhere. In this episode, Diana explains her strategy and highlights 9 stocks. As always, this is not financial advice.
Note: keeping with her active strategy, Barometer sold Morgan Stanley since our interview.
Chapters:
0:00 Intro
0:23 Our guest today blends long-term investing with trading.
0:49 Understanding why a stock's performance has to match the narrative.
2:12 Example of a stock Diana sold - Celestica (CLS)
4:01 Stock 1 - Lam Research (LRCX)
5:30 Stock 2 - Alphabet (GOOG)
7:20 Stock 3 - Nvidia (NVDA)
9:11 Stock 4 - Caterpillar (CAT)
10:54 Stock 5 - Morgan Stanley (MS) **Barometer has now sold its MS stake**
12:20 Stock 6 - JPMorgan (JPM)
13:13 Stock 7 - M&T Bank (MTB)
14:37 Stock 8 - Regions Financial (RF)
15:20 Stock 9 - Agnico Eagle Mines (AEM)
Our thanks to Diana Avigdor for joining us on Ticker Take!
Learn more about Diana here: https://barometercapital.ca/our-team-2/diana-avigdor/
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 #stockmarket
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By Jon ErlichmanBeing a good long-term investor starts with thinking more like a trader. That's the view of Diana Avigdor of Barometer Capital Management. Diana blends tactical trading discipline with long-term portfolio construction. And her philosophy is simple. While you can like a company's fundamentals, price action in the stock has to fit the narrative. When it doesn't, your money may be better invested elsewhere. In this episode, Diana explains her strategy and highlights 9 stocks. As always, this is not financial advice.
Note: keeping with her active strategy, Barometer sold Morgan Stanley since our interview.
Chapters:
0:00 Intro
0:23 Our guest today blends long-term investing with trading.
0:49 Understanding why a stock's performance has to match the narrative.
2:12 Example of a stock Diana sold - Celestica (CLS)
4:01 Stock 1 - Lam Research (LRCX)
5:30 Stock 2 - Alphabet (GOOG)
7:20 Stock 3 - Nvidia (NVDA)
9:11 Stock 4 - Caterpillar (CAT)
10:54 Stock 5 - Morgan Stanley (MS) **Barometer has now sold its MS stake**
12:20 Stock 6 - JPMorgan (JPM)
13:13 Stock 7 - M&T Bank (MTB)
14:37 Stock 8 - Regions Financial (RF)
15:20 Stock 9 - Agnico Eagle Mines (AEM)
Our thanks to Diana Avigdor for joining us on Ticker Take!
Learn more about Diana here: https://barometercapital.ca/our-team-2/diana-avigdor/
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 #stockmarket
Learn more about your ad choices. Visit megaphone.fm/adchoices