Episode Details

Market swings? Tariffs? Recession fears? Richard Fogler doesn’t flinch. In this episode of In the Money with Amber Kanwar, Amber sits down with the cool-headed CIO of Kingwest & Company to unpack his no-nonsense investing strategy: buy great businesses at a discount—and hold.

Fogler breaks down what he looks for in a company: resilience, unrecognized potential, and a clear path to value being realized—even if it takes years. He reveals the stock he’s held since the 1998 (hint: it started with a pool-cleaning side hustle and turned into a real estate powerhouse), why he believes TD Bank’s U.S. growth story is far from over, and why he’s not concerned AI is a threat to Google’s search business.  

Plus, don’t miss his latest Pro Picks: why Brookfield still looks undervalued, why Uber is just getting started, and how SmartCentres REIT is quietly unlocking big value through real estate development.

Whether it's finding overlooked gems buried in plain sight or explaining why macro noise is mostly just that—noise—Fogler shares decades of experience in how to tune out the chaos and stay focused on fundamentals.

Timestamps

00:00 show intro
03:10 Richard Fogler’s cool approach to investing
05:40 What does it take to get into Richard’s portfolio?
07:50 Fogler’s 50/50 approach to investing in the U.S. and Canada
08:50 Why Richard doesn’t attempt to forecast
11:00 How Richard chooses stocks as a value investor
17:30 ITM Mailbag: Does Google (GOOG) have what it takes to compete in AI or will the search business be crushed?
23:00 Richard’s thoughts on Canadian banks and TD after its money laundering scandal
29:20 Richard’s thoughts on mining giants BHP & Rio Tinto (RIO)
36:15 Why Richard thinks Walmart (WMT) is a great company but doesn’t own it 

39:55 Richard on Costco (COST) vs. Amazon (AMZN)

43:50 Richard Fogler’s Pro Picks 

Sponsors

​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan.  Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://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. Visit https://ATB.com/inthemoney for more information.

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DISCLAIMERS 

The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

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