Ticker Take
Ticker Take
Jon Erlichman
A Top Trader Reveals the 9 Stocks She Actually Owns
19 minutes Posted Mar 5, 2026 at 9:00 pm.
Intro
Our guest today blends long-term investing with trading.
Understanding why a stock's performance has to match the narrative.
Example of a stock Diana sold Celestica (CLS)
Stock 1 Lam Research (LRCX)
Stock 2 Alphabet (GOOG)
Stock 3 Nvidia (NVDA)
Stock 4 Caterpillar (CAT)
Stock 5 Morgan Stanley (MS) **Barometer has now sold its MS stake**
Stock 6 JPMorgan (JPM)
Stock 7 M&T Bank (MTB)
Stock 8 Regions Financial (RF)
Stock 9 Agnico Eagle Mines (AEM)
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19:15
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Show notes
Being a good long-term investor starts with thinking more like a trader. That's the view of Diana Avigdor of Barometer Capital Management. Diana blends tactical trading discipline with long-term portfolio construction. And her philosophy is simple. While you can like a company's fundamentals, price action in the stock has to fit the narrative. When it doesn't, your money may be better invested elsewhere. In this episode, Diana explains her strategy and highlights 9 stocks. As always, this is not financial advice.
Note: keeping with her active strategy, Barometer sold Morgan Stanley since our interview.
Chapters:
Our thanks to Diana Avigdor for joining us on Ticker Take!
Learn more about Diana here: https://barometercapital.ca/our-team-2/diana-avigdor/
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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 #stockmarket
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