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
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the same.
In the Money delivers expert stock picks, actionable ideas, and
timely money management tips. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers who suggest ways to achieve good returns. Covering
everything from ETFs and Canadian stocks to global investing
trends, dividend strategies, and risk management, this show is
made for DIY investors, stock market enthusiasts, and anyone
looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
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