4 Stocks on Our Radar - Finding Value Outside the AI Hype
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What is the main topic discussed in this episode?
Investing is simple, but don't confuse that with thinking it's easy. A stock is not just a ticker. At the end of the day, you have to remember that it's a business.
Just my reminder to people who own cyclicals, don't be surprised when there's a cycle.
If there's uncertainty in the markets, there's going to be some great opportunities for investors.
This has to be one of the biggest quarters I've seen from this company in quite some time.
Welcome to the Canadian Investor Podcast. I'm Simon Beranger and I'm back with Dan Kent. We have a fun episode today. We'll go over two stocks that we have each on our radar right now. Some companies that you might be more familiar with and some that you might not have heard of. At least one of mine is a company that I had heard of a little bit but never really took the time to look into it. And some really interesting and compelling plays right now. And just showing that you can find value in the markets online. outside of some of the high profile names that we're seeing, some of the semiconductor names that are trading at sky high multiple. And I think it'll be a fun episode just to show that you can actually find value in these elevated markets.
And doesn't mean that you might think a bubble is happening in some corners of the market. Doesn't mean that the overall market is in a bubble. I think we'll be showing that today in some really compelling plays here.
Yeah, I think I've started talking about the one I'm going to go over quite a bit. I've covered it for a few years, and my number one kind of reply to talking about it is a lot of people didn't even know it was publicly traded. So I would imagine that's probably going to be the instance here. There's a couple interesting options, but yeah, two of them pretty well known, and two of them... I mean, I mislabeled the one you're going to talk about severely before we recorded. So yeah.
I thought you knew Canadian stocks, so that's not good.
Not this one. I'll say what I thought it was when we start the segment and I was very wrong. But yeah, you want to get into the first one?
Yeah, let's get started. And this is presented by our great sponsor, EQ Bank. So stock on a radar is presented by EQ Bank.
How do the hosts introduce the episode and outline the four stocks on their radar?
And let's get started. I'll let you start with the first name, then we'll go back and forth. And these are going to be probably 10-15 minutes each. So make sure you stay tuned till the end because there might be some names you're really interested in here.
Yeah, so the first one is a pretty well-known name. It's down a bunch of highs, and that is Netflix. It is a company that I've watched for quite a while, but I always thought it was just a bit too expensive. And the one thing I will say about Netflix, when it got to those highs, where were we at? We were at, I think, around $150 a share, and now we're down to $72, maybe $145 a share. I think it's pretty close to 50% off highs, but... Or what did we get? We only got to 130. 130 is your share. But I think it was a bit too expensive. I could never really understand how a company growing at the pace that it was was trading at such a huge valuation, especially considering the competition surrounding it. And when I say competition, I don't really mean that, you know, there's a lot of companies out there looking to disrupt Netflix, but there's a lot of alternatives.
You could argue Netflix is definitely the king of streaming. It's done very well. I took the alternate route. What would have that been in probably 2021, 2020, 2021 and went Disney because I thought Disney plus was. was going to be well, was going to be good, and I got burnt on that one hard. I kind of thought they would take over a bit of market share, but there is competition in the space, no doubt, which requires a lot of spending on content to kind of keep up that moat, maintain that. And it was trading at... I think at some points it was trading at 40, 45 X earnings and free cash.
Well, I'm just showing here the, because this will be available on YouTube. So the full episode will be available there.
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