The question is on every tech investor’s mind as the use of artificial intelligence explodes and related stocks reach new highs. In our latest episode, Stephen Boland and Steven Zicherman discuss some of the red flags starting to emerge and how to position portfolios prudently.

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Mentioned in this episode:

https://www.odlumbrown.com/insights/article/is-the-party-still-raging

https://www.odlumbrown.com/researchreports.aspx?docid=OBReport_201707.pdf

Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

Nobody enjoys dealing with insurance because, let’s be honest, it usually means something has gone wrong. But while filing a claim may not spark joy, investing in insurance just might. In this episode, Equity Analysts Stephen Boland and Trevor Chang unpack why insurers like Progressive and Intact can play a powerful role in a diversified portfolio. From cutting-edge technology, impressive underwriting and admirable corporate cultures, discover how the businesses everyone loves to avoid may quietly be the ones worth leaning into.

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Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

In this episode, Chief Investment Officer Murray Leith and Equity Analyst Stephen Boland discuss “simple as a superpower” and the behavioural alpha that good discipline can bring to an investment portfolio.

Mentioned in this episode:

Pitch Imperfect, https://www.odlumbrown.com/insights/article/pitch-imperfect--the-real-risks-behind-private-assets

Simple Is As Simple Does, https://www.odlumbrown.com/insights/article/simple-is-as-simple-does

Better to Feel Good than to Look Good, https://www.odlumbrown.com/insights/article/better-to-feel-good-than-to-look-good

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Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

The Blue Jays are in the playoffs, and no one is more excited than Equity Analyst Stephen Boland. In this episode, Stephen is joined by Cory O’Krainetz, Odlum Brown’s telecommunications analyst, to talk about why this is an exciting time for baseball fans and for Rogers Communications shareholders, too.

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Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

Health care stocks have been down lately, and many wonder if it’s a buying opportunity. In this episode, Equity Analyst Stephen Boland and Vice President, Research, Steven Zicherman discuss the merits of this traditionally defensive sector.

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Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

With so many modern shipping methods available today, some may think of railroads as antiquated. In this episode, Equity Analyst Stephen Boland discusses the competitive advantages of this vital piece of North American infrastructure and its role in keeping our economy moving.

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Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

There are more and more electric vehicles on the road, and these rely heavily on lithium. In our latest episode, Steve Boland talks to Odlum Brown’s resource analyst, Fai Lee, about the evolution from gas to electric vehicles, and Fai shares some of his favourite ideas in the space.

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Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

In this episode, we focus on a British Columbian success story, and that’s our very own Odlum Brown. Hear from our new President and CEO, Trevor Short, who shares great stories and lessons learned through nearly 30 years with our great firm – and what lies ahead.

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Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

The People Premium: How Strong Leadership Drives ReturnsIn this episode, we explore two important and sometimes subtle drivers of investment success: management and corporate culture. Join Stephen Boland and Laura McAlear as they delve into how strong leadership and a positive, values-driven culture can create long-term shareholder value.

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Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

There is a lot of literature about when to buy a stock, but little about when to sell. This is odd, because for every buyer there is a seller, and selling stocks strategically can have a significant influence on portfolio returns. In this episode, Vice President, Research, Steven Zicherman and Equity Analyst Stephen Boland discuss the art and science of deciding when to sell.

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Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference