Ticker Take

Ticker Take

By Jon ErlichmanBusinessInvesting
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Ticker Take episodes

  • 6 Stocks to Invest in Using 5 Proven Metrics

    Most investors say they want to own great businesses. But how do you find them? We spoke with money manager Paul Harris about six stocks of businesses he believes are truly great. And he explains the five key financial metrics that make these stocks winners, from margins to free cash flow to balance sheet strength. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:20 Get your steps in!
    0:52 How do you invest in great business?
    2:37 5 key metrics successful investors must know!
    6:04 Stock 1 - Alphabet (GOOG)
    8:48 Stock 2 - Amazon (AMZN)
    12:01 Stock 3 - Visa (V)
    15:37 Stock 4 - FirstService (FSV)
    18:58 Stock 5 - Bank of America (BAC)
    22:34 Stock 6 - Meta Platforms (META)
    Our thanks to Paul Harris for joining us on Ticker Take!
    Learn more about Paul here: https://harrisdouglas.com/who-we-are/paul-harris/
    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 #business

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    26 min
  • The Startup Rebuilding America's Military From Scratch

    2026 could be a big year for IPOs. And one of the most closely watched may come from an unlikely corner of Silicon Valley: defense technology. Anduril Industries, a startup founded less than a decade ago, has reportedly reached a valuation exceeding US$60 billion in private markets. That figure places it squarely in competition with some of America’s largest and longest-standing defense contractors. We break down how Anduril is challenging Lockheed Martin, and explain what its growth and reported IPO could mean for the market.

    Chapters:
    0:00 Intro
    0:59 Chapter 1 - The Giants
    1:42 Chapter 2 - The Problem
    2:33 Chapter 3 - Enter Anduril
    3:11 Chapter 4 - The Software Advantage
    4:12 Chapter 5 - The $60 Billion Valuation
    4:48 Chapter 6 - The Drone Shift
    5:12 Chapter 7 - The Government Push
    5:40 Chapter 8 - SV Takes Defense
    6:06 Chapter 9 - Legacy Contractors?
    6:27 Conclusion - The Future of Defense
    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!
    #technology #anduril #stockmarket

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    8 min
  • These 8 Stocks Crush ROI

    AI is changing how companies spend and grow. The big question for investors is not who is spending the most, but who is turning those investments into real results. We spoke with investor Kyle Taylor about 8 stocks of companies that have a history of spending their capital wisely to benefit investors. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:17 Why high ROI is important in the AI era.
    0:52 The risks of following the crowd.
    1:36 - How to pick stocks of good "self-help" businesses.
    2:32 Stock 1 - RBC Bearings (RBC)
    4:15 Stock 2 - Deere & Co. (DE)
    5:39 Stock 3 - Roblox (RBLX)
    7:55 Stock 4 - Extendicare (EXE)
    9:20 Stock 5 - Exchange Income Corp. (EIF)
    10:45 Stock 6 - Rogers Sugar (RSI)
    12:04 Stock 7 - Cameco (CCO)
    13:21 Stock 8 - Pan American Silver (PAAS)
    Our thanks to Kyle Taylor for joining us on Ticker Take!
    Learn more about Kyle here: https://www.tridelta.ca/team/kyle-taylor/
    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

    17 min
  • 5 Under-the-Radar SPACs

    SPACs are back! There's a new wave of deals taking early-stage growth companies public. In the latest episode of Ticker Take, we spoke with Julian Klymochko of Accelerate Financial Technologies about five under-the-radar SPACs in hot areas like quantum computing, AI infrastructure, digital assets, and healthcare. A friendly reminder this is not financial advice.

    Chapters:
    0:00 Intro
    0:21 The return of SPACs!
    0:51 Why are SPACs coming back?
    1:49 - How do you pick a winning stock?
    2:36 Stock 1 - Crane Harbor Acquisition (CHAC): Xanadu Quantum Technologies
    5:04 Stock 2 - Churchill Capital X (NASDAQ: CCCX): Infleqtion
    6:38 Stock 3 - Cantor Equity Partners II (CEPT): Securitize
    8:31 Stock 4 - Willow Lane Acquisition (NASDAQ: WLAC): Boost Run
    10:31 Stock 5- Perceptive Capital Solutions Corp. (PCSC): Freenome
    Our thanks to Julian Klymochko for joining us on Ticker Take!
    Learn more Julian here: https://accelerateshares.com/team/management/
    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 #technology

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    14 min
  • 8 Stocks for an Aging World

    The world is aging faster than ever. And our guest today sees a big opportunity for investors. In this episode of Ticker Take, investing pro Neela White walks us through the demographic trends shaping our future and highlights 8 stocks she believes are positioned to benefit. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:16 Aging populations -- a growth industry!
    1:02 How big of an opportunity is there for investors?
    2:46 How do you pick stock winners?
    2:06 Stock 1 - Service Corporation International (SCI)
    3:53 Stock 2 - Addus HomeCare (ADUS)
    5:20 Stock 3 - Welltower (WELL)
    6:40 Stock 4 - Chartwell Retirement Residences (CSH.UN)
    7:40 Stock 5 - Sienna Senior Living (SIA)
    9:06 Stock 6 - Extendicare (EXE)
    10:36 Stock 7 - Savaria (SIS)
    11:45 Stock 8 - K-Bro Linen Systems (KBL)
    Our thanks to Neela White for joining us on Ticker Take!
    Learn more Neela here: https://www.bluewingadvisorygroup.ca/your-team/bio?_=nwhite
    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 #aging

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    14 min
  • 3 Cheap Internet Stocks

    What are some cheap internet stocks? In our latest Ticker Take episode, top analyst Mark Mahaney highlights 3 names offering good value. Mahaney should know - he's covered the internet sector for more than 25 years! He also explains how he's measuring whether companies are doing a good job of growing their businesses using AI. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:15 The search for value after big gains for tech stocks!
    0:36 How well are companies using AI to grow? ("Return on AI Investment")
    3:00 How to find a cheap tech stock.
    4:45 Stock 1 - Amazon (AMZN)
    6:11 Stock 2 - Expedia (EXPE)
    7:38 Stock 3 - DoorDash (DASH)
    Our thanks to Mark Mahaney for joining us on Ticker Take!
    You can learn more about him here: https://www.evercore.com/team/mark-mahaney/
    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

    11 min
  • The Real AI Winners

    AI has already reshaped the market, and according to investor Jamie Murray, the real opportunity is just beginning. Forget the companies building AI. The next winners could be the ones that harness it. In this episode of Ticker Take, Jamie reveals three stocks he believes are positioned for that new phase. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:19 Thew new phase of the AI investing
    0:44 Why Jamie is still bullish on AI leaders like Nvidia and Broadcom
    1:08 Why Jamie sees opportunity in stocks that will benefit from AI efficiencies
    2:06 Stock 1 - Amazon (AMZN)
    4:16 Stock 2 - UnitedHealth (UNH)
    6:01 Stock 3 - Nu Holdings (NU)
    Our thanks to Jamie Murray for joining us on Ticker Take!
    You can learn more about him here: https://murraywealthgroup.com/jamie-murray/
    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

    9 min
  • 12 quality stocks

    How do you build the perfect portfolio? For veteran investor Lyle Stein, it comes down to three secret steps: comfort, calamity, and children. In this episode of Ticker Take, he explains each step and how it helped him build a blueprint portfolio for 2026. Plus, he revealed 12 stocks in that portfolio. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:17 Why it's important to round out your portfolio.
    0:39 How investing in themes helps offset market uncertainty.
    2:47 Lyle's 3 secret steps to investing -- "the 3 c's" (comfort, calamity, children).
    5:00 Stock 1 - Alphabet (GOOG)
    6:19 Stock 2 - Amazon (AMZN)
    7:27 Stock 3 - Sienna Senior Living (SIA)
    8:21 Stock 4 - Peyto (PEY)
    9:29 Stock 5 - Tourmaline (TOU)
    10:30 Stock 6 - Vermilion Energy (VET)
    11:37 Stock 7 - TC Pipelines (TRP)
    12:36 Stock 8 - Enbridge (ENB)
    13:34 Stock 9 - Cameco (CCO)
    14:40 Stock 10 - Agnico Eagle Mines (AEM)
    16:06 Stock 11 - Franco-Nevada (FNV)
    17:10 Stock 12 - Sprott (SII)
    Our thanks to Lyle Stein for joining us on Ticker Take!
    You can learn more about him here: https://www.forvestglobal.com/ca/people
    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/
    Editor: Pierce Desrochers - O'Sullivan
    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

    20 min
  • 6 Overlooked Stocks

    After a long bull run, how do you find growth without overpaying? Investor Grant White hunts for value opportunities, with growth upside. White’s focus is on businesses with real earnings and strong free cash flow, not crowded trades where expectations are already high. He revealed 6 stocks that fit this approach! As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:18 Today's focus: overlooked stocks.
    0:54 Why stocks that blend value AND growth are winners.
    2:46 The recipe behind how today's stocks were picked.
    3:56 Stock 1 - MercadoLibre (MELI)
    5:58 Stock 2 - Sea Ltd. (SE)
    7:45 Stock 3 - CNX Resources (CNX)
    10:09 Stock 4 - Cipher Pharmaceuticals (CPH)
    11:55 Stock 5 - Thryv Holdings (THRY)
    14:34 Stock 6 - Block (SQ)
    Our thanks to Grant White for joining us on Ticker Take!
    Learn about him here: https://www.endeavourwealth.ca/team/grant-white
    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

    19 min
  • The 2026 Buy List

    After a big run for growth stocks, some investors may feel guilty for wanting more. But Drew Pettit, Director of U.S. Equity Strategy at Citi, believes investors can still take risk if they are selective. For 2026, he’s focusing on two kinds of growth areas: fast-growing companies investing wisely and cyclical businesses just starting to accelerate. He shared 7 stocks he’s recommending for the year ahead. As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:22 Why some growth stocks can keep climbing.
    1:52 How Drew picked his growth stocks for 2026!
    3:05 Stock 1 - Boston Scientific (BSX)
    4:11 Stock 2 - CrowdStrike (CRWD)
    5:19 Stock 3 - Uber (UBER)
    6:22 Stock 4 - Nvidia (NVDA)
    7:30 Stock 5 - Teradyne (TER)
    8:34 Stock 6 - CoStar Group (CSGP)
    9:53 Stock 7 - Regal Rexnord (RRX)
    Our thanks to Drew Pettit for joining us on Ticker Take!
    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/
    Editor: Pierce Desrochers - O'Sullivan
    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 #technology

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    12 min

About Ticker Take

From the publisher's feed

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero…