Ticker Take

Most investors say they want to own great businesses. But how do you find them? We spoke with money manager Paul Harris about six stocks of businesses he believes are truly great. And he explains the five key financial metrics that make these stocks winners, from margins to free cash flow to balance sheet strength. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Get your steps i...

2026 could be a big year for IPOs. And one of the most closely watched may come from an unlikely corner of Silicon Valley: defense technology. Anduril Industries, a startup founded less than a decade ago, has reportedly reached a valuation exceeding US$60 billion in private markets. That figure places it squarely in competition with some of America’s largest and longest-standing defense contractor...

AI is changing how companies spend and grow. The big question for investors is not who is spending the most, but who is turning those investments into real results. We spoke with investor Kyle Taylor about 8 stocks of companies that have a history of spending their capital wisely to benefit investors. As always, this is not financial advice. Chapters: 0:00 Intro 0:17 Why high ROI is important in t...

SPACs are back! There's a new wave of deals taking early-stage growth companies public. In the latest episode of Ticker Take, we spoke with Julian Klymochko of Accelerate Financial Technologies about five under-the-radar SPACs in hot areas like quantum computing, AI infrastructure, digital assets, and healthcare. A friendly reminder this is not financial advice. Chapters: 0:00 Intro 0:21 The retur...

The world is aging faster than ever. And our guest today sees a big opportunity for investors. In this episode of Ticker Take, investing pro Neela White walks us through the demographic trends shaping our future and highlights 8 stocks she believes are positioned to benefit. As always, this is not financial advice. Chapters: 0:00 Intro 0:16 Aging populations -- a growth industry! 1:02 How big of a...

What are some cheap internet stocks? In our latest Ticker Take episode, top analyst Mark Mahaney highlights 3 names offering good value. Mahaney should know - he's covered the internet sector for more than 25 years! He also explains how he's measuring whether companies are doing a good job of growing their businesses using AI. As always, this is not financial advice. Chapters: 0:00 Intro 0:15 The...

AI has already reshaped the market, and according to investor Jamie Murray, the real opportunity is just beginning. Forget the companies building AI. The next winners could be the ones that harness it. In this episode of Ticker Take, Jamie reveals three stocks he believes are positioned for that new phase. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 Thew new phase of the AI...

How do you build the perfect portfolio? For veteran investor Lyle Stein, it comes down to three secret steps: comfort, calamity, and children. In this episode of Ticker Take, he explains each step and how it helped him build a blueprint portfolio for 2026. Plus, he revealed 12 stocks in that portfolio. As always, this is not financial advice. Chapters: 0:00 Intro 0:17 Why it's important to round o...

After a long bull run, how do you find growth without overpaying? Investor Grant White hunts for value opportunities, with growth upside. White’s focus is on businesses with real earnings and strong free cash flow, not crowded trades where expectations are already high. He revealed 6 stocks that fit this approach! As always, this is not financial advice. Chapters: 0:00 Intro 0:18 Today's focus: ov...

After a big run for growth stocks, some investors may feel guilty for wanting more. But Drew Pettit, Director of U.S. Equity Strategy at Citi, believes investors can still take risk if they are selective. For 2026, he’s focusing on two kinds of growth areas: fast-growing companies investing wisely and cyclical businesses just starting to accelerate. He shared 7 stocks he’s recommending for the yea...

One of the big surprises for investors this year came from a stock many believed was facing a more uncertain path -- Google's parent Alphabet. On our latest episode of Ticker Take, we speak with Matt Weinschenk of Stansberry Research about Alphabet’s rebound and how investors can look for similar redemption stories in 2026. He highlights three stocks to watch. As always, this is not financial advi...

While everyone talks about AI in terms of software and semiconductors, the real driver behind the boom is power. Matt Sallee of Tortoise Capital told us about 8 stocks that are positioned to benefit from the growing energy demands of AI, spanning data centers, servers, utilities, and energy infrastructure. As always, this is not financial advice. Chapters: 0:00 Intro 0:15 The hidden winners of AI...

Even after huge gains in AI stocks, productivity gains from advanced chips and AI tools could drive another phase of growth in 2026. That’s the view of investor Jed Ellerbroek of Argent Capital. In our latest Ticker Take episode, Ellerbroek highlighted 10 stocks he expects to benefit from AI’s next phase. As always, this is not financial advice. Chapters: 0:00 Intro 0:16 Can AI socks keep climbing...

As AI continues to dominate market attention, some profitable software companies are being overlooked. That’s the view from successful investor Zac Hartley, who is constantly on the hunt for disconnects in the market. He notes that while investors are bidding up the perceived AI winners, they are also ignoring solid software names that are growing and may become even more efficient as AI tools adv...

Which stocks do the world’s top investment professionals own right now? Today, we'll tell you about 9 names they are confidently holding for the next year. How do we know? We asked Jordan Novak of Brendan Wood International (BWI). BWI’s “TopGun” portfolio consists of 25 stocks (out of a pool of roughly 1,400 companies) that stand out as best-in-class, based on more than 2,000 interviews with insti...

What stocks should investors buy in 2026? To find out, we reviewed the ideas shared by guests on Ticker Take in the past year and invited our strongest performers to highlight one name for the year ahead! The result is a list that spans gold, utilities, clean energy, crypto mining, aerospace, technology and telecom. One guest even shared a stock idea recommended by AI. As always, this is not finan...

The robots are coming! As an investor — are you ready? Morgan Stanley says by 2050, there could be 1 billion humanoid robots worldwide, in a market worth $5 trillion! While you've heard about Amazon's army of warehouse robots and Tesla's plans for Optimus, there are dozens of companies -- big and small -- tied to the robotics industry. So today, we'll highlight 14 stocks. We'll tell you about thei...

Are you looking for the next Nvidia or Palantir. Well, every big stock story starts small. That’s the message from investor Bruce Campbell of StoneCastle Investment Management, who joined us to talk about where the next wave of tech wealth might come from. He singled out 7 promising small and mid cap stocks in technology and defense that are using artificial intelligence to drive growth. As always...

Tech stocks have hit record highs. So has gold! Can both keep climbing? And which is a better bet? We asked expert investor David Burrows of Barometer Capital Management for his take. Plus, he shared his top stock picks in tech and gold! As always, a friendly reminder this is not financial advice. Chapters: 0:00 Intro 0:20 Why are gold and tech stocks are at all-time highs. 0:44 Can tech stocks co...

We had the chance to chat with Shark Tank Star and investor Kevin O'Leary this week! He revealed how he's investing in the AI boom, sharing his top picks in everything from stocks to crypto. He also talked about why’s making a big investment bet on Canada. And, he explained what it takes to be a successful investor! As always, this is not financial advice. Chapters: 0:00 Intro 0:37 Kevin O'Leary o...

Which AI stocks could be the biggest winners? And which ones might end up being losers? We asked expert investor Dan Rohinton of iA Global Asset Management. He discussed his stock picks within the AI economy -- the hyper-scalers, the semis, and the data pipes! Plus, he shared his view on whether you should invest in private companies like OpenAI if they go public. As always, this is not financial...

What does it take to be successful with money? We asked entrepreneur and investor Wes Hall. Perhaps best known from Dragon’s Den, Wes grew up with very little in Jamaica before moving to Canada, where he climbed the corporate ladder and went on to build Kingsdale Advisors, one of the country’s leading shareholder advisory firms. In this conversation, Wes shares how he thinks about investing—includ...

The AI boom is transforming the real estate industry! We’re seeing a massive buildout of data centers to meet demand. In fact, spending on data centers in the U.S. is set to surpass office construction for the first time! So — how should you invest? We spoke with leading real estate investor Dennis Mitchell of Starlight Capital about the opportunities…and 8 key stocks to watch! As always, this is...

The Magnificent 7 get much of the market’s attention. But they’re certainly not the only tech stocks you should know about! In our latest Ticker Take video, we spoke with expert investor Ryan Modesto about 8 other tech names he thinks should be on your radar. Ryan specializes in small and mid-cap stocks and he shared a range of interesting companies, — tied to everything from software and space, t...

Can you make money with biotech stocks? The sector is coming out of a brutal bear market, but it roared to life this week! Pfizer bought Metsera to catch up in the booming weight loss drug market, while UniQure shares surged after a promising Huntington’s disease trial update. Veteran biotech investor Eden Rahim calls it a “eureka moment." He joined us to share 10 stocks he’s extremely confident a...