
What are 4 mispriced stocks? We asked successful investor Liz Miller. Liz doesn’t think of herself as a stock picker. Instead, she focuses on positive economic trends and searches for stocks that are out of sync with with those trends. The idea is that if there’s a lot of wind behind an idea, BUT the market hasn’t caught up, that becomes an opportunity for investors. As always, this is not financial advice.
Chapters:
0:00 Intro
0:19 What are "mispriced" stocks?
0:49 Why macro trends helps identify stock opportunities.
2:12 How to find good stocks that match those trends.
3:36 Stock 1 - Toll Brothers (TOL)
5:07 Stock 2 - Lennar (LEN)
6:06 Stock 3 - Microsoft (MSFT)
7:43 Stock 4 - Netflix (NFLX)
Our thanks to Liz Miller for joining us on Ticker Take!
You can learn more about Liz here: https://summitplacefinancial.com/our-team/liz-miller-cfa-cfp/
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/
● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
● 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 #finance
Learn more about your ad choices. Visit megaphone.fm/adchoices
May 7
9 min

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.
Chapters:
0:00 Intro
0:21 What's happening to software stocks in AI era?
0:49 Why "plumbing" companies will win in software.
2:10 How to pick a winning software stock.
5:02 Stock 1 - Palo Alto Networks (PANW)
7:09 Stock 2 - CrowdStrike (CRWD)
8:54 Stock 3 - Datadog (DDOG)
11:30 Stock 4 - Rubrik (RBRK)
14:22 Stock 5 - Cloudflare (NET)
Our thanks to Fatima Boolani 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/
You can also find more of our content here:
● Free investing newsletter: https://jonerlichman.substack.com/
● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
● 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
Apr 30
18 min

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.
Chapters:
0:00 Intro
0:20 Investor reality: stocks get bruised.
1:00 Why you should target "built to last" businesses.
1:55 How to pick a stock that is built to last?
4:01 Stock 1 - Applovin (APP)
5:19 Stock 2 -Carvana (CVNA)
6:55 Stock 3 - Robinhood (HOOD)
7:53 Stock 4 - MongoDB (MDB)
8:44 Stock 5 - Microsoft (MSFT)
9:47 Stock 6 - Oracle (ORCL)
10:47 Stock 7 - Palo Alto Networks (PANW)
11:31 Stock 8 - Palantir (PLTR)
12:30 Stock 9 - S&P Global (SPGI)
13:27 Stock 10 - Spotify (SPOT)
14:21 Stock 11 - Uber (UBER)
15:35 Stock 12 - Visa (VISA)
Our thanks to Thomas Martin for joining us on Ticker Take!
Learn more about Thomas here: https://www.globalt.com/thomas-martin
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/
● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down
● 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 #finance
Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 23
17 min

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/
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 #finance
Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 16
8 min

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.
Chapters:
0:00 Intro
0:23 How to make money using options.
1:09 Is this strategy too good to be true?
1:35 How to pick a value stock for an options strategy.
2:19 Stock 1 - Cameco (CCO)
3:19 Stock 2 - Costco (COST)
4:02 Stock 3 - Dollarama (DOL))
4:35 Stock 4 - General Motors (GM)
5:30 Stock 5 - Microsoft (MSFT)
6:46 Stock 6 - Pet Valu (PET)
7:31 Stock 7 - Progressive (PGR)
8:13 Stock 8 - Uber (UBER) - presented by special guest, Chris' son Monty!
Our thanks to Chris Thom for joining us on Ticker Take!
Learn more about Chris here: https://moatfinancial.ca/chris-thom
Our thanks as well to Chris' son Monty for making a special apperance!
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 #options
Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 9
10 min

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.
Chapters:
0:00 Intro
0:27 The basics of contrarian investing.
0:54 Why value investing can outperform growth investing.
2:08 How to pick a value stock.
3:24 Stock 1 - Magellan Aerospace (MAL)
4:39 Stock 2 - Telesat (TSAT)
5:54 Stock 3 - StandardAero (SARO)
7:06 Stock 4 - Altus (AIF)
8:45 Stock 5 - Kinaxis (KXS)
10:14 - Thomson Reuters (TRI)
Our thanks to Colin Stewart for joining us on Ticker Take!
Learn more about Colin here: https://www.jcclark.com/team-members/colin-stewart/
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 #finance
Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 2
12 min

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.
Chapters:
0:00 Intro
0:35 Did the AI trade become complicated?
0:49 Why Hatem believes you should own the 4 core AI stocks.
1:30 How Hatem picked the 4 core AI stocks.
5:40 Core AI stock 1 - Nvidia (NVDA)
7:53 Core AI stock 2 - Micron Technology (MU)
9:40 Core AI stock 3 - Amphenol (APH)
10:48 Core AI stock 4 - GE Vernova (GEV)
12:31 Bonus pick - Netflix (NFLX)
Our thanks to Hatem Dhiab for joining us on Ticker Take!
Learn more about Hatem here: https://www.gerberkawasaki.com/our-team/hatem-dhiab
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 #ai
Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 31
16 min

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.
Chapters:
0:00 Intro
0:24 What's old is new again!
0:49 Why Steve invests in old companies benefiting from AI.
1:30 How does he pick these stocks?
2:49 Stock 1 - GE Vernova (GEV)
3:41 Stock 2 - Constellation Energy (CEG)
4:25 Stock 3 - Freeport-McMoRan (FCX)
5:42 Stock 4 - Caterpillar (CAT)
6:46 Stock 5 - Eaton (ETN)
7:36 Stock 6 - AECOM (ACM)
8:34 Stock 7 - Vertiv (VRT)
9:30 Stock 8 - Schneider Electric (SU)
10:34 Stock 9 - Honeywell (HON)
12:04 Stock 10 - Siemens (SIE)
12:42 Stock 11 - JPMorgan Chase (JPM)
13:32 Stock 12 - Eli Lilly (LLY)
15:04 Stock 13 - Johnson & Johnson (JNJ)
Our thanks to Steve Rowles for joining us on Ticker Take!
Learn more about Steve here: https://wellington-altus.ca/advisor/steven-rowles/
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 #ai
Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 26
16 min

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.
Chapters:
0:00 Intro
0:55 Section 1 - The market opportunity
3:33 Section 2 - The key players
5:31 Section 3 - The technology
6:42 Section 4 - The challenges & skepticism
7:29 Section 5 - The future vision
Subscribe to stay on top of the companies, innovations, and opportunities shaping a world where robots move like humans!
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!
#robot #technology #investing
Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 24
10 min

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.
Chapters:
0:00 Intro
0:19 4 keys to picking great stocks!
0:53 Why Brian takes a "quadruple threat" approach to investing.
2:01 How you can replicate Brian's strategy.
2:58 Stock 1 - Home Depot (HD)
4:10 Stock 2 - Taiwan Semiconductor (TSM)
5:22 Stock 3 - Trican Well Service (TCW)
6:41 Stock 4 - Dollarama (DOL)
8:16 Stock 5 - McKesson (MCK)
9:44 Stock 6 - JPMorgan Chase (JPM)
11:05 Stock 7 - Shopify (SHOP)
12:32 Stock 8 - Cameco (CCJ)
Our thanks to Brian Madden for joining us on Ticker Take!
Learn more about Brian here: https://www.firstavenuecounsel.com/
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
Mar 19
15 min
Load more
