Software was supposed to eat the world. Now, investors are asking if AI is going to eat software. But not all software stocks are the same. Fatima Boolani, co-head of U.S. software research at Citi, told us about 5 companies she believes are best set up to win in the AI era — and why they have everything to do with plumbing! As always, this is not financial advice.

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When your stocks take a punch, do they have what it takes to get back up? Thomas Martin of Globalt Investments explains how to pick "built to last" stocks and shares 12 picks from his own portfolio. As always, this is not financial advice.

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Brian Belski of Humilis Investment Strategies explained his playbook for finding winners and shared 5 high quality picks for long-term investors.

As always, this is not financial advice.

Chapters:

0:00 Intro

0:19 The high five stocks!

0:45 Brian explains his investing approach.

1:52 How Brian finds the perfect stocks for his portfolios.

2:50 Stock 1 - Costco (COST)

3:30 Stock 2 - Alphabet (GOOG)

4:27 Stock 3 - Netflix (NFLX)

5:15 Stock 4 - Aritzia (ATZ)

6:05 Stock 5 - Alimentation Couche-Tard (ATD)

Our thanks to Brian Belski for joining us on Ticker Take!

Learn more about Brian and Humilis here:

https://humilisinv.com/team/

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Exec Producer/Co-Host:

Caroline Lesley

https://www.instagram.com/caroline.lesley/

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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

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Investors are often told to be patient and wait for the right price. But there's a way to get paid while you wait. Value investor Chris Thom generates income on stocks he likes using options. In this episode of Ticker Take, he explained how it works and highlighted 8 stocks that are part of his strategy. As always, this is not financial advice.

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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.

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AI has ushered in one of the biggest investing stories of the decade. But lately, the trade has felt complicated. There are dozens of AI stocks to choose from and plenty of debate about who the real winners will be. Plus, the market itself has been rocky, with investors selling some of the big winners. But tech investor Hatem Dhiab says don't overthink it. He believes there are four core companies at the heart of the AI economy. And if you own these stocks, you’re capturing some of the most important parts of the AI buildout: chips, memory, connectivity, and power. Plus, he shared one bonus tech stock he thinks could also be a big winner. As always, this is not financial advice.

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Think old companies are boring? Think again! Investor Steve Rowles walks us through 13 century-old stocks that are quietly benefiting from the AI boom while delivering dividend growth. Discover which 13 established names are positioning themselves for tomorrow’s tech-driven economy. As always, this is not financial advice.

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The robotics revolution is here. Humanoid robots are walking into our world. From Tesla’s Optimus to Hyundai’s Atlas, these machines see, think, and act. They're transforming factories, streets, and homes. Analysts predict 1 billion humanoid robots by 2050 in what could become a $7 trillion market. This investing video breaks down the key players, the technology behind physical AI, and the ecosystem -- from rare earth minerals to AI chips.

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Finding great stocks often means looking at more than one signal. We spoke with First Avenue Investment Counsel CIO Brian Madden about his “quadruple threat” approach to investing. He highlighted eight stocks that check four key boxes: fundamentals, technicals, quantitative signals, and macro themes. As always, this is not financial advice.

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AI is shaking up industries across the global economy. Could it also threaten the dividend income that some investors depend on? We asked Jenny Van Leeuwen Harrington, CEO of Gilman Hill Asset Management and the author of "Dividend Investing." She explained her investing process as a dividend income investor. Plus, she highlighted 10 stocks that get her stamp of approval. As always, this is not financial advice.

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