Episode Details

Ignore the noise—focus on great businesses! That’s the core investment philosophy of Paul Harris, Portfolio Manager at Harris Douglas Asset Management. In this episode of In the Money with Amber Kanwar, Paul breaks down why holding high-quality companies for the long term is the best way to generate strong returns. But finding those businesses? That’s the real challenge. 

Tune in as Paul reveals the stocks he’s buying right now and the key factors he looks for when picking winning investments!

🔔 Subscribe for more expert stock picks and market insights!

#Investing #StockMarket #Finance #LongTermInvesting

Recorded on: Monday March 3rd, 2025

Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show intro
01:30: Paul talks Trump’s tariffs
6:30: How Paul structures the portfolio 

11:45: How to find the best stocks on the planet like Warren Buffett
16:20: In the Money Mailbag: Paul’s take on TD Bank and what tariffs mean for the Canadian banking sector
20:00: Why Paul still likes Novo Nordisk
24:15: Paul’s thoughts on Target, Costco and retailers
29:35: What Paul thinks about renewable names like Brookfield Renewable and Canadian Solar
33:35: Is Hershey a buy for income and capital preservation?
37:20: Paul’s thoughts on Meta’s valuation
40:10: Why Paul thinks Nvidia is a great business
43:05: Paul’s Pro Picks

Sponsors
This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future.
Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way.
Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney  for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

Facebook: https://www.facebook.com/profile.php?id=61569721774740 

Twitter/X: https://twitter.com/inthemoneypod 

TikTok:

Listen Now