Different Makes A Difference®

Today we discuss a true Canadian success story: Fairfax Financial. Since 1985, Fairfax has delivered shareholders a 19% compound annual return, making it one of the best stocks to have owned in North America over the last 40 years. Join Equity Analyst Stephen Boland and Vice President, Research, Steven Zicherman as they reflect on this founder-led business’ history and culture and what lies ahead....

The headlines have been dizzying, but our focus is steady. In this episode, Chief Investment Officer Murray Leith explains two of the key metrics we consider when investing, profit margins and valuations, and how they might surprise investors over the next decade. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference Just as every individual is uniq...

Energy is a huge component of the Canadian economy and an integral part of our day-to-day lives. In this episode, Equity Analysts Stephen Boland and Cory O’Krainetz discuss the systems and infrastructure that move energy across North America, how these may be affected by U.S. tariffs, and the opportunities ahead in the transition to renewables. -- Learn more about the podcast here: https://www.odl...

Today, we talk chocolate! Listen as Equity Analyst and chocoholic Stephen Boland breaks down why Mondelēz, a colossal global snack food company, is one of our favourites in the consumer packaged goods space. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference Just as every individual is unique, so are your financial circumstances. Be sure to talk...

Join Equity Analysts, Stephen Boland and Trevor Chang as they discuss considerations for investing in the aerospace industry. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data present...

In this episode, Equity Analyst Stephen Boland speaks with Chief Investment Officer, Murray Leith about what another Trump presidency might look like and what that might mean for investment portfolios. -- Related links: OB March Newsletter - Buffett Cries Wolf on Trade https://www.odlumbrown.com/insights/article/buffett-cries-wolf-on-trade Learn more about the podcast here: https://www.odlumbrown....

Odlum Brown is an independent Canadian investment firm. We provide integrated wealth management solutions to help clients achieve their financial goals, and we’ve been doing so for over 100 years. Join us for some lessons we’ve learned along the way that can make a difference for the future. Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference Just as...