Newcomer Investor -[EP.3] - Canadian National Railway, Canada's national treasure; ARKK's vision of rail; Scotiabank, an undervalued underdog; Hedged or Unhedged S&P 500 ETF?
Welcome to Episode 3 of 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. Timestamps: 0:00 - Introduction 1:30 - Canadian National Railway Intro 2:00 - CNR's 2021, in numbers 2:52 - CNR's Revenue Mix & importance to Canadian economy 4:00 - Stock Performance, Dividends, and Buybacks 6:10 - Cathie Wood 7:00 - ARKK's "Bad Ideas Report" thesis on Rail 8:30 - My overall thoughts 9:30 - Scotiabank, Canadian FinTwit's most unpopular bank 10:30 - My thoughts on Scotiabank stock today 11:48 - Canadian banks are undeniably some of the best in the world 13:23 - Answering a question from Twitter: S&P 500 ETF - should you buy the hedged or unhedged version? (VFV / VSP) 14:53 - I’m not worried about the Canadian dollar or economy 15:45 - Outro Twitter: https://mobile.twitter.com/NewcomerInvest Email: iamthenewcomerinvestor@gmail.com Subscribe to the Channel: https://www.youtube.com/@newcomerinvestor/featured