[EP. 12] - New Dividend Increases + Stock Ideas from Canada, USA, Europe, and China; Charlie Munger and Crypto
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. Connect on Twitter: @NewcomerInvest Subscribe on Youtube: Newcomer Investor Email me at iamthenewcomerinvestor@gmail.com (0:00) - Intro (1:13) - Brookfield Renewable $BEP.UN.TO / BEPC.TO (2:18) - Telus $T.TO (3:20) - Canadian National Railway $CNR.TO (5:47) - Smartcentres $SRU.UN.TO (7:00) - Riocan $REI.UN.TO (8:19) - Bed Bath & Beyond Disaster will not destroy Riocan (9:33) - Restaurant Brands International $QSR.TO (12:36) - EQB Inc $EQB.TO (13:13) - Manulife $MFC.TO (14:00) - I want more geographic diversification in my portfolio (14:52) - Canada’s strengths: Financials & Natural Resources (16:53) - America’s strengths: Tech, Consumer Staples, Entertainment, Healthcare (18:30) - European strengths: Healthcare, Consumer Staples, Luxury Goods (20:00) - The Luxury industry defies the laws of economics! (20:48) - China: room to grow despite geopolitical tensions (21:55) - My allocations right now & goals for the future (22:45) - Charlie Munger on crypto Charlie clip: https://youtu.be/Uf7OZld47K4