Ticker Take

Ticker Take

By Jon ErlichmanBusinessInvesting
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Ticker Take episodes

  • 7 TECH STOCKS THAT ARE BUBBLE-PROOF

    Can tech stocks continue to climb? We spoke with successful investor Bruce Murray who thinks they can. He explains why the AI boom is different than the dot com boom…AND he shared his 7 top tech stock holdings! We also tell you how the current valuations for those stocks compare to their five year averages. Hope you enjoy! As always, a friendly reminder this is not financial advice.

    Chapters:
    0:00 Intro
    0:28 Is today similar to the dot com bubble?
    1:16 Bruce Murray on what happened during the dot com bubble.
    2:12 Bruce Murray on how much further the AI boom could go.
    3:28 Stock 1 - king of search
    4:39 Stock 2 - e-commerce empire
    5:56 Stock 3 - the other chip juggernaut
    7:27 Stock 4 - social media giant
    8:54 Stock 5 - tech heavyweight
    10:34 Stock 6 - AI darling
    12:22 Stock 7 - mobile chip leader
    Thanks to Bruce Murray for sharing his perspectives!
    You can learn more about Murray Wealth Group, which just celebrated its 10 year anniversary in the link below:
    https://murraywealthgroup.com/
    Are there tech stocks you like? Let me know in the comments.
    And make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

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    15 min
  • 7 CASH FLOW KINGS

    Which stocks are cash flow kings? (In this video, we’ll tell you why FREE CASH FLOW is so important to investors. PLUS — we’ll hear from investing experts who share 7 examples of stocks they like…because of the company cash flows! As always, this is not financial advice.

    Chapters:
    0:00 Intro
    0:24 It feels good to toss stacks of cash!
    1:02 Why is free cash flow per share important to investors?
    1:36 What exactly is free cash flow?
    3:12 Stock 1 (part one) - Chris Stuchberry, Wellington-Altus Private Wealth
    4:21 Stock 1 (part two) - Barry Schwartz, Baskin Wealth Management
    4:56 Stock 2 - Barry Schwartz, Baskin Wealth Management
    5:46 Stock 3 - Jerome Hass, Lightwater Partners
    7:13 Stock 4 - Daniel Rich, CFRA
    9:20 Stock 5 - Barry Schwartz, Baskin Wealth Management
    10:36 Stock 6 - Jerome Hass, Lightwater Partners
    11:28 Stock 7 - Barry Schwartz, Baskin Wealth Management
    If you'd like to learn more about today's great guests, I've included link's below!
    Barry Schwartz: https://baskinwealth.com/our-team/our-team-barry-schwartz/
    Chris Stutchberry: https://wellington-altus.ca/advisor/chris-stuchberry/
    Jerome Hass: https://lightwaterpartners.com/team/
    Daniel Rich: https://www.cfraresearch.com/insights/utilities-and-ai/
    Make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

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    14 min
  • Wall Street's Favorite Stocks (We asked Strangers + Experts!)

    Which stocks does Wall Street love? In this video, we’ll tell you about 10 names in the Dow Jones Industrial Average that analysts recommend AND believe can rise at least 10% in the next year. Can you guess what they are? Play along, as we hit the streets to ask people if they know! Our participants also got to “phone a market expert” for some help with their picks! We share the official list of 10 stocks at the end of the video. Enjoy!

    Chapters:
    0:00 Intro
    0:35 How did we determine the Dow stocks that made the top 10 list?
    1:25 How will our game work? And what's "phone a market friend"?
    2:03 - Let's hit the streets and get started!
    2:49 Street picks - Salesforce vs Amazon?
    4:07 Street picks - JP Morgan?
    4:42 Street picks - Apple vs Honeywell?
    6:05 Street picks - Nvidia vs IBM vs Chevron?
    7:19 Street picks - Amazon vs Visa vs Apple vs McDonald's?
    8:56 Street picks - Microsoft vs Apple?
    9:53 Let's get to our official list of 10 Dow stocks analysts love!
    10:00 Top Dow stock countdown - 10?
    10:18 Top Dow stock countdown - 9?
    10:32 Top Dow stock countdown - 8?
    10:47 Top Dow stock countdown - 7?
    11:00 Top Dow stock countdown - 6?
    11:12 Top Dow stock countdown - 5?
    11:28 Top Dow stock countdown - 4?
    11:41 Top Dow stock countdown - 3?
    11:59 Top Dow stock countdown - 2?
    12:15 Top Dow stock countdown - 1?
    Which stocks did you pick? Let us know in the comments!
    Thanks to everyone who played AND our "phone a market experts" John and Brianne!
    More info on John Zechner:
    https://jzechner.com/about-us/
    More info on Brianne Gardner:
    https://www.velocityinvestmentpartners.com/team/brianne-gardner
    Make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer & Co-Host: Caroline Lesley
    https://www.instagram.com/caroline.lesley/
    Camera/Editing: Brian Bileski
    You can also find more of our content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

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    14 min
  • SHOCKED BY ROSENBERG! RECESSION ALERT! TOP INVESTMENTS!

    What would a recession mean for stocks? In this video, we explain how the economy works and its impact on the stock market. To do that, we spoke with the famous economist, David Rosenberg. David is already seeing recessionary signs in the U.S. and he explains why. Plus, he tells us what he'd be investing in, given his economic outlook. As always, this is not financial advice!

    Chapters:
    0:00 Intro
    0:31How the economy works (from the perspective of a generic farmer)
    2:26 Rosie (David Rosenberg) joins us!
    3:14 How much does the economy influence stocks and Wall Street?
    3:50 What should you understand about the economy when buying a stock?
    5:52 How does Rosenberg define a recession?
    11:13: Why he sees U.S. recession odds as high and rising!
    17:32 What happens to stocks in a recession?
    21:58 Rosenberg's response to investors with tech stock FOMO!
    23:55 Stock picks: two names to own in a recession!
    28:20 His thoughts on investing in stocks outside the U.S.
    31:22 Why he likes government bonds.
    39:29 Why he still likes gold...and thinks it could reach $6,000!
    47:28 Why he doesn't invest in Bitcoin.
    50:19 Biggest thing investors should think about.
    More on David and Rosenberg Research here: https://www.rosenbergresearch.com/
    You can also follow him on X! @EconguyRosie
    Make sure to subscribe so you don’t miss our next investing video!
    And sign up for our investing newsletter here! https://jonerlichman.substack.com/
    Exec Producer (and "generic farmer"): Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

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    58 min
  • 11 FOUNDER-LED STOCKS TO BUY?

    Are stocks of founder-led companies better investments? We'll tell you what the research says. We also spoke with top analysts and investors, who shared an exclusive list of stocks they like because of the founder factor. As always, a friendly reminder this is not financial advice.

    Chapters:
    0:00 Intro
    0:21 Do founder-led businesses lead to better stock returns?
    1:28 Norman Levine on the biggest founder challenge
    2:54 Stock 1 - Donny Moss, Goodreid Investment Counsel
    4:34 Stock 1 - Chris Thom, Moat Financial
    5:26 Stock 2 - Jamie Murray, Murray Wealth Group
    6:27 Stock 3 - Jason Del Vicario, Hillside Wealth Management
    7:46 Stock 4 - Debra Aho Williamson, Sonata Insights
    10:28 Stock 5 - Darren Sissons, Campbell, Lee & Ross
    12:12 Stock 6 - Jamie Murray, Murray Wealth Group
    13:22 Stock 7 - Neela White, Blue Wing Advisory Group
    15:46 Stock 8 - Hatem Dhiab, Gerber Kawasaki
    17:23 Stock 9 - Burt Flickinger, Strategic Resource Group
    20:22 Stock 10 - Cole Smead, Smead Capital Management
    23:42 Stock 11 - Matt Weinschenk, Stansberry Research
    If you'd like to learn more about today's great guests, I've included link's below!
    Make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

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

    29 min
  • 9 TOP QUANTUM STOCKS

    Should you buy quantum computing stocks? Some have surged more than 1,000% in the past year! But the business is in its early days, so costs are high and sales are low. To better understand the business, tech investor Eric Jackson of EMJ Capital reviewed 9 stocks -- from startups to massive tech titans -- that are trying to cash in on quantum. Plus, "renowned" scientist Dr. Yuri Federov explains quantum computing! As always, a friendly reminder this is not financial advice.

    Chapters:
    0:00 Intro
    0:24 What is quantum computing?
    2:25 What are the investing risks?
    2:45 - Tech investor Eric Jackson (EMJ Capital) explains the opportunity
    3:45 - What sparked the quantum stock investing frenzy?
    4:28 Stock 1 - BIG company
    5:45 Stock 2 - small company
    7:49 Stock 3 - BIG company
    9:30 Stock 4 - BIG company
    11:10 Stock 5 - small company
    13:22 Stock 6 - BIG company
    15:01 Stock 7 - small company
    17:05 Stock 8 - small company
    18:34 Stock 9 - small company
    Thanks to tech investor Eric Jackson for sharing his perspectives!
    Learn more about Eric here: https://emjcapital.ltd/about-eric-jackson/
    Follow him on X: @ericjackson
    Are there quantum stocks you like? Let me know in the comments.
    And make sure to subscribe so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Exec Producer: Caroline Lesley, aka Dr. Yuri Federov - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

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    29 min
  • 22 UNDERRATED STOCKS!

    What are some of the most underrated stocks? We asked top investors and they revealed an exclusive list of 22 stocks they’re recommending to investors right now! As always, a friendly reminder this is not financial advice.

    Chapters:
    0:00 Intro
    0:25 Why stocks can be under appreciated (with insight from CFRA's Sam Stovall)
    1:43 Stock 1 - Paul Harris, Harris Douglas Asset Management
    3:46 Stock 2 - Tyler Ellegard, Gradient Investments
    4:11 Stock 3 - John Zechner, J. Zechner Associates (Pick 1)
    5:16 Stock 4 - Ryan Irvine, KeyStone Financial (Pick 1)
    6:07 Stock 5 - John Zechner, J. Zechner Associates (Pick 2)
    7:17 Stock 6 - Colin Cieszynski, SIA Wealth Management
    7:58 Stock 7 - Ryan Irvine, KeyStone Financial (Pick 2)
    8:45 Stock 8 - Rebecca Teltscher, Newhaven Asset Management
    10:41 Stock 9 - Brianne Gardner, Velocity Investment Partners at Raymond James
    11:46 Stock 10 - Greg Taylor, PenderFund
    13:01 Stock 11 - Adam Johnson, Bullseye Brief
    14:01 Stock 12 - Kim Bolton, Black Swan Dexteritas
    15:31 Stocks 13-22 - 10 bonus underrated stock picks from CFRA Research
    If you'd like to learn more about today's great guests, I've included some link's below!
    Are there underrated stocks you like? Let me know in the comments.
    And make sure to subscribe to this channel so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Executive Producer: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman

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

    19 min
  • TOP INVESTMENTS IN THE WORLD?

    Investors are often searching for the next big stock. But what if tomorrow's winners are the same ones that have already risen the most in the past 30 years? We reviewed some of the top investments in the world -- an exclusive group of stocks that have increased more than 10,000% over three decades! And in this video, we'll tell you which of those names analysts continue to recommend, along with Wall Street's expectations for their revenue and free cash flow growth over the next 5 years. As always, a friendly reminder this is not financial advice.

    Chapters:
    0:00 Intro - the search for the next big stock!
    0:23 How big are the gains for the world's top investments?
    1:05 How often do yesterday's winners continue to climb?
    1:28 The rules -- our investment criteria for today's list of stocks.
    2:22 Stock Number 1 - a generational investment.
    2:58 Stock Number 2 - a steady advancer.
    3:24 Stock number 3 - perhaps the world's best known brand.
    4:03 Stock Number 4 - a reliable performer.
    4:26 Stock Number 5 - dependable over the decades.
    5:02 Stock Number 6 - can it repeat the past 10 years?
    5:39 Stock Number 7 - a name investors love.
    6:07 Stock Number 8 - benefiting from business demand.
    6:35 Stock Number 9 - dominant market share.
    7:05 Stock Number 10 - impressive profit power.
    7:36 Stock Number 11 - an intriguing business model.
    8:13 - Stock Number 12 - popular like its rival.
    8:35 Stock Number 13 - a bullish call (Diana Avigdor, Barometer Capital)
    9:46 Stock Number 14 - the standout name of the past decade.
    10:25 Stock Number 15 - another reliable performer.
    10:45 Stock Number 16 - a respectable retailer.
    11:16 Stock Number 17 - let's look beyond the noise.
    11:54 Stock Number 18 - a second retailer to review.
    What do you think of Wall Street's view on these stocks? Let me know in the comments.
    And make sure to subscribe to this channel so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Thanks to Diana Avigdor of Barometer Capital for contributing to this video. You can learn more about Diana here: https://barometercapital.ca/diana-avigdor/
    Executive Producer: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    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!
    Stock disclosures: This list of stocks was created solely based on our screening criteria, not personal investments.
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.

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    14 min
  • CHEAP STOCKS!

    What exactly is a cheap stock? In this video, we speak to top investors about how they find bargains in the market. And they ALSO share an exclusive list of stock picks. Enjoy! And a friendly reminder this is not financial advice.

    Chapters:
    0:00 Intro
    0:30 Establishing the rules behind investing in cheap stocks.
    1:10 Rule No. 1 - Profit in the tank? (Chris Thom, Moat Financial)
    1:52 Rule No. 2 - Use cash wisely! (Lorne Steinberg, Lorne Steinberg Wealth Mgmt))
    2:32 Rule No. 3 - Ready for a comeback? (Patrick Horan, Agilith Capital)
    3:30 Rule No. 4 - Pay less, get more. (Bob McWhirter, Selective Asset Mgmt)
    5:00 Rule No. 5 - Thinking small can win big! (Grant White, iA Private Wealth)
    6:06 Rule No. 6 - Industries need their own yardstick. (Alissa Corcoran, Kopernik Global)
    7:31 Stock Pick 1? (Chris Thom, Moat Financial)
    8:46 Stock Pick 2 ? (Lorne Steinberg, Lorne Steinberg Wealth Mgmt)
    10:00 Stock Pick 3? (Lorne Steinberg, Lorne Steinberg Wealth Mgmt)
    10:47 Stock Pick 4? (Patrick Horan, Agilith Capital)
    11:47 Stock Picks 5, 6, & 7? (Bob McWhirter, Selective Asset Mgmt)
    13:18 Stock Pick 8? (Grant White, iA Private Wealth)
    14:37 Stock Pick 9? (Alissa Corcoran, Kopernik Global Investors)
    If you'd like to learn more about today's great guests, I've included some link's below!
    Are there cheap stocks you like? Let me know in the comments.
    And make sure to subscribe to this channel so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Executive Producer: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    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!

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

    19 min
  • TOP 5 DIVIDEND STOCKS

    What are some top dividend stocks to own? We spoke to investing experts to get their recommendations. In this video, we’ll share their picks with you.And, we’ll explain how dividends work…and why they can make a real difference in your portfolio. As always, a friendly reminder this is not financial advice.

    Chapters:
    0:00 Intro
    0:20 How dividends work?
    0:56 The dividend story behind Coca-Cola
    1:35 Other U.S. stock examples with standout total returns
    1:51 How much are Canadian market returns tied to dividends?
    2:18 How to maximize total returns using a "DRIP"
    3:19 How dividends can be a life changer
    4:12 Dividend stock pick #1( Martin Pelletier, Wellington-Altus Private Counsel)
    5:20 Stock pick #2 (Donny Moss, Goodreid Investment Counsel)
    6:35 Stock pick #3 (Lyle Stein, Forvest Global Wealth Management)
    7:58 Bonus pick stock!
    8:03 Bonus stock pick!
    8:34 Stock pick #4 (Michael Simpson, NCM Investments)
    9:17 Stock pick #5 (Mark Sebastian, Option Pit)
    If you'd like to learn more about today's guests, I've included some link's below.
    What dividend stocks do you like? Let me know in the comments.
    And make sure to subscribe to this channel so you don’t miss our next investing video!
    I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
    Executive Producer: Caroline Lesley - https://www.instagram.com/caroline.lesley/
    You can also find more of my content here:
    ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
    ● Instagram - https://www.instagram.com/jonerlichman/?hl=en
    ● X - https://x.com/JonErlichman
    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!
    More info on the market pros featured in this video:
    Martin Pelletier - https://wellington-altus.ca/advisor/martin-pelletier/
    Donny Moss - https://www.goodreid.com/our-team/donny-moss.html
    Lyle Stein - https://www.forvestglobal.com/ca/people
    Michael Simpson - https://www.ncminvestments.com/en/team/michael-simpson
    Mark Sebastian - https://optionpit.com/about-us/
    Disclaimer: This content is for informational and educational purposes only. It is not intended to provide, and should not be relied upon as, legal, tax, accounting, investment, financial, or other professional advice. Viewers are encouraged to consult with qualified professionals regarding their individual circumstances.
    No client, advisory, fiduciary, or professional relationship is created by viewing or interacting with this content. All information is provided “as is,” with no representations or warranties of any kind, express or implied. The creator makes no guarantees as to the accuracy, completeness, or timeliness of the information presented, and disclaims any liability for errors or omissions or for any losses, injuries, or damages arising from its use.
    Any examples, case studies, or financial outcomes discussed are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future performance.
    The views expressed are the personal opinions of the creator and do not necessarily reflect the views of any affiliated organizations or employers.
    This video may contain copyrighted material, including images, music, or video clips, used under the fair use doctrine for purposes such as commentary, criticism, education, or research. All rights to third-party content remain with their respective owners.
    This channel may include affiliate links. If you use these links to make a purchase, the channel may earn a small commission at no additional cost to you.
    #stocks #investing #dividends

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    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…