Ignore the noise—focus on great businesses! That’s the core investment philosophy of Paul Harris, Portfolio Manager at Harris Douglas Asset Management. In this episode of In the Money with Amber Kanwar, Paul breaks down why holding high-quality companies for the long term is the best way to generate strong returns. But finding those businesses? That’s the real challenge.
Tune in as Paul reveals the stocks he’s buying right now and the key factors he looks for when picking winning investments!
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#Investing #StockMarket #Finance #LongTermInvesting
Recorded on: Monday March 3rd, 2025
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show intro
01:30: Paul talks Trump’s tariffs
6:30: How Paul structures the portfolio
11:45: How to find the best stocks on the planet like Warren Buffett
16:20: In the Money Mailbag: Paul’s take on TD Bank and what tariffs mean for the Canadian banking sector
20:00: Why Paul still likes Novo Nordisk
24:15: Paul’s thoughts on Target, Costco and retailers
29:35: What Paul thinks about renewable names like Brookfield Renewable and Canadian Solar
33:35: Is Hershey a buy for income and capital preservation?
37:20: Paul’s thoughts on Meta’s valuation
40:10: Why Paul thinks Nvidia is a great business
43:05: Paul’s Pro Picks
Sponsors
This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future.
Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way.
Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
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DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
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The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
