Drunk Dividends - Wine, Entrepreneurship, & the Best companies you’ve never heard of! feat. North West, A&W, and more! [EP. 56]
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW Drunk Dividends: https://twitter.com/DrunkDividends Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at iamthenewcomerinvestor@gmail.com TIMESTAMPS: (0:00) - Intro: Who is Drunk Dividends? (5:35) - What made you start investing? (8:20) - North West Company $NWC (11:35) - Growth catalysts for NWC? (13:00) - Government involvement in business (15:35) - Is NWC a core holding or trade? (17:22) - Loblaws, Metro, Empire & grocery industry (19:50) - Residential REITs (21:45) - Exchange Income Corporation $EIF (25:00) - A&W Income Fund $AW.UN and Restaurant Brands International $QSR (31:34) - The importance of being really good at one thing (32:54) - Coca Cola $KO (36:40) - Chartwell $CSH.UN, and retirement home REITs (44:00) - Drunk Dividends’ love/hate relationship with the Canadian banks (50:00) - Quebecor $QBR.B, and the telco industry (54:20) - Pesorama $PESO (yes, you read it right.) (56:15) - Alcohol stocks & industry: Anheuser-Busch, Diageo, Andrew Peller (1:03:35) - Publicly traded companies vs private ownership (1:08:37) - What advice would you give a younger person?