Episodios

  • When to Sell
    Jul 8 2025

    There is a lot of literature about when to buy a stock, but little about when to sell. This is odd, because for every buyer there is a seller, and selling stocks strategically can have a significant influence on portfolio returns. In this episode, Vice President, Research, Steven Zicherman and Equity Analyst Stephen Boland discuss the art and science of deciding when to sell.

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    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 presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

    Odlum Brown is a Member of the Canadian Investor Protection Fund.

    Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

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    24 m
  • Canadian Triumphs
    Jun 24 2025

    Canada Day is next week, and we have so much to be proud of! In this episode, we celebrate a few of Canada’s most successful enterprises. Some names may be familiar, while others may surprise you. From humble beginnings, these triumphs have grown to be mammoths on the global stage.

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    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 presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

    Odlum Brown is a Member of the Canadian Investor Protection Fund.

    Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

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    19 m
  • Berkshire of the North
    Jun 10 2025

    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.


    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 presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

    Odlum Brown is a Member of the Canadian Investor Protection Fund.

    Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

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    14 m
  • Dazed But Not Confused
    May 27 2025

    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.

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    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 presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

    Odlum Brown is a Member of the Canadian Investor Protection Fund.

    Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

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    20 m
  • Pipe Dreams
    May 6 2025

    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.

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    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 presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

    Odlum Brown is a Member of the Canadian Investor Protection Fund.

    Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

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    12 m
  • Satisfy Your Sweet Tooth
    Apr 22 2025

    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.

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    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 presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

    Odlum Brown is a Member of the Canadian Investor Protection Fund.

    Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

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    16 m
  • Aerospace Stocks Fly High
    Apr 8 2025

    Join Equity Analysts, Stephen Boland and Trevor Chang as they discuss considerations for investing in the aerospace industry.

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    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 presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

    Odlum Brown is a Member of the Canadian Investor Protection Fund.

    Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

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    15 m
  • Navigating Trump 2.0
    Mar 25 2025

    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.

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    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.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 presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

    Odlum Brown is a Member of the Canadian Investor Protection Fund.

    Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

    Más Menos
    22 m