Episode 57
In this episode of In the Money with Amber Kanwar, investor Seth Allen of Cadence Financial explains why he thinks about stocks the same way you might think about real estate—some are worth owning for the long haul, others you just rent for the upside. He breaks down his approach to navigating markets at record highs and how to spot which stocks are "forever homes" and which ones are just short-term leases.
In the mailbag, Seth shares quick, actionable takes on some of the market’s most closely watched names. He explains why Apple’s (AAPL) lag is no reason to bail, why Microsoft (MSFT) remains a core AI winner, and how Cameco (CCO.TO) fits into the energy demands of an AI-powered world. He also weighs in on Nutrien (NTR.TO), Canadian Apartment REIT (CAR.UN.TO), Disney (DIS), and CP Rail (CP.TO)—laying out what’s worth owning, what’s worth renting, and how he’s navigating valuation, policy risk, and shifting demand.
For Pro Picks, Seth highlights three unconventional ways to play the AI boom—none of them from the usual Mag 7 crowd. From a Canadian insurer using AI to price risk, Intact Financial (IFC.TO), to a natural gas producer with strategic storage, EQT Corp (EQT), and a ride-sharing giant poised to disrupt freight and delivery, Uber (UBER), he shows how AI is transforming a wide range of industries—and where the long-term value could lie.
Timestamps
00:00 Show intro
02:35 Amber asks Seth Allen: Is everything actually awesome right now?
04:15 Seth’s investing approach
05:50 What’s a stock you should own and what’s a stock you should rent?
06:50 Don’t be afraid to buy in at all-time highs
09:20 What about concentration risk in the Mag 7
11:30 Getting women more involved in investing
13:30 ITM Mailbag: Uranium & Cameco stock (CCO.TO
16:30 Microsoft stock (MSFT)
20:15 Apple stock (AAPL)
22:50 Nutrien stock (NTR.TO)
27:20 Disney stock (DIS)
30:30 Canadian Apartment REIT (CAR.UN.TO)
34:30 Canadian Pacific Kansas City stock (CP.TO)
41:20 Pro Picks: AI theme: Intact Financial (IFC.TO), EQT Corp. (EQT), Uber (UBER)
Sponsors
This episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20
For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. https://ATB.com/inthemoney for more information.
Find out more about the Her Wealth Summit: https://www.herwealthsummit.com/hws/events?i=IR1T6PS-_CFMM7QEZtfotZA6qSCuQS_5
Links
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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 qualifie
Published on 1 month, 2 weeks ago
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