Know What You Own with Hemisphere Capital Management

Welcome to Episode 22 of the Know What You Own Podcast.

On today's episode, we walk through the key takeaways from the Canada Investment Summit and explore the supportive demand backdrop for Mattr Corp.'s end markets.

This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

Welcome to Episode 21 of the Know What You Own Podcast.

On today's episode, we discuss the recent share price weakness in Copart and Honeywell Aerospace and provide updates on both companies' operations.

This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

Welcome to Episode 20 of the Know What You Own Podcast.

On today's episode, we discuss the drivers of the strong performance of the Canadian banks and our outlook for them going forward.

This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

Welcome to Episode 19 of the Know What You Own Podcast.

On today's episode, we discuss the business of Honeywell Aerospace as a newly public, standalone company following its recent spin-off, the markets it serves, and what makes the aerospace industry so compelling.

This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

Welcome to Episode 18 of the Know What You Own Podcast.

On today's episode, we explore the business of FactSet Research Systems and how artificial intelligence is influencing the landscape it operates in.

This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

Welcome to Episode 17 of the Known What You Own Podcast.

On today’s episode, we discuss a company serving critical infrastructure markets that has undergone a major corporate transformation. We explore its evolution and the end markets it serves, including energy, transportation, telecommunications, water, and utilities.

This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

Welcome to Episode 16 of the Know What You Own Podcast.

On today's episode, we dive into the takeaways from the start of Q1 earnings for CNR, CP, and DIS.

This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

Welcome to Episode 15 of the Know What You Own Podcast.

On today's episode, we review Genuine Parts Company and the planned spinoff of its industrial distribution business, Motion, and what it could mean for shareholders.

This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

Welcome to Episode 14 of the Know What You Own Podcast.

On today's episode, we discuss the conflict in Iran and the continued selloff in software companies.

This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.

Welcome to Episode 13 of the Know What You Own Podcast.

On today's episode, we unpack another wave of quarterly earnings, covering DIS, PEP, and HII.

This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. The discussion of individual securities, financial markets, or economic trends should not be interpreted as a recommendation, solicitation, or offer to buy or sell any security. This content is general in nature and is not tailored to the circumstances of any listener. Any references to past performance are not indicative of future results. Investing involves risk, including the possible loss of principal. Opinions expressed are those of the speakers and do not necessarily reflect the views of Hemisphere Capital Management. The information presented is believed to be accurate as of the recording date; however, no representation or warranty is given as to its completeness or accuracy. Hemisphere Capital Management, its employees, its clients and podcast participants may hold positions in the securities discussed. Listeners should consult their own professional advisors before making any investment, financial, legal, or tax decisions. This podcast is intended for Canadian residents only.