Ticker Take – Détails, épisodes et analyse

Technology is reshaping the defense industry. So which companies are leading that charge? In this video, we speak to former special forces officer turned venture investor Glenn Cowan, the founder of One9. He tells us about the stocks of 4 companies you should know about. Plus, we’ll get a peek at some of the hot businesses in defense that could soon be going public. Not only has Glenn invested in cutting-edge companies, he has on-the-ground military experience, where, in the heart of battle…you need tech that truly works! As always, a friendly reminder this is not financial advice. Chapters: 0:00 Intro 0:28 Glenn's journey from the battlefield to venture investing 1:16 How technology is disrupting military spending 3:29 What tech truly works on the battlefield? 5:47 Silicon Valley's influence on the defense industry 7:03 Stock 1 - a dominant player in drones 8:19 Stock 2 - a data giant delivering quality intelligence 10:00 Stock 3 - embracing underwater robots 11:51 Stock 4 - tackling the next frontier...space! 13:40 IPO watch 1 - using software to shake-up the defense industry 15:52 IPO watch 2 - focusing on ground-based autonomy 16:56 IPO watch 3 - the world's most important space business 17:58 IPO watch 4 - a leader in airborne autonomy 18:52 IPO watch 5 - counter-drone technology titan Thanks to Glenn for joining us! You can learn more about him here: https://www.one9.ca/ 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 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! 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 #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

The stocks of some of tech’s biggest disruptors have had a big run. But many of these companies have ALSO seen a surge in their profits. So — can that profit power continue to fuel them AND can they avoid being disrupted themselves? In this Ticker Take video, we speak with portfolio manager Chris Stutchberry of The Stuchberry Group at Wellington-Altus Private Wealth, about 8 disruptive businesses he's watching. PLUS…we’ll tell you what Wall Street thinks about the profit potential for those stocks over the next 5 years! As always, a friendly reminder, this is not financial advice. Chapters: 0:00 Intro 0:31 How disruptor stocks have shifted from being unprofitable to profitable! 1:45 Is there a risk that disruptors could be disrupted themselves? 2:45 Stock 1 - disrupting the hotel economy 3:38 Stock 2 - disrupting the taxi economy 5:49 Stock 3 - disrupting the cybersecurity economy 7:00 Stock 4 - disrupting the government contract economy 8:21 Stock 5 - disrupting the banking economy 9:37 Stock 6 - disrupting the food delivery economy 11:45 Stock 7 - disrupting the auto economy 13:41 Stock 8 - disrupting the insurance economy Thanks to Chris for joining us! You can learn more about him here: https://wellington-altus.ca/advisor/chris-stuchberry/ Which disruptor stocks are you watching? Let me know in the comments! 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/ 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 You can also find Ticker Take on your favorite podcast platforms! Apple: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf 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! 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 #technology Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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

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

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

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

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

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