On this episode of In the Money with Amber Kanwar, GreensKeeper
Asset Management founder and value investor Michael McCloskey
joins Amber for a masterclass in long-term investing. He explains
why value investing means running toward fear, not hype — and how
to separate a true bargain from a value trap.
In the mailbag, he weighs in on some of the market’s most
misunderstood names: why Google (GOOG) remains his top tech pick,
how Visa (V) continues to dominate despite disruption fears, and
why Lockheed Martin (LMT) and Elevance Health (ELV) still have
room to run despite negative sentiment. He also shares his view
on Berkshire Hathaway (BRK.B) post-Buffett, breaks down the case
for Intercontinental Exchange (ICE), and explains why Richemont
(CFR.SW) still shines despite a cautious Chinese consumer.
For his Pro Picks, McCloskey highlights three high-conviction
ideas: Fiserv (FI), a fintech leader with decades of growth; ICON
PLC (ICLR), a discounted global clinical trials giant; and
Automated Bank Services (SHVA), the “Visa of Israel” with
monopoly-like power and pricing potential.
Whether you're looking for undervalued blue chips or hidden
international gems, this episode is packed with insight from a
disciplined value investor.
Timestamps
00:00 Show Intro
01:50 Why McCloskey runs towards trouble, that’s when you find
cheap stocks
02:50 How to separate value from value traps
04:10 You have to get the business right long-term
06:15 How McCloskey became a value investor
10:00 Understanding value investing through the lens of
Constellation Software and Tesla
12:50 ITM Mailbag: Berkshire Hathaway stock (BRK.B)
16:15 CN Rail stock (CNR.TO)
18:45 Lockheed Martin stock (LMT)
21:10 Alphabet stock (GOOG)
27:40 Intercontinental Exchange stock (ICE)
30:50 Elevance Health stock (ELV)
35:15 Credit card stocks Visa & American Express (V,
AXP)
40:45 Richemont stock (CFRUY)
44:00 Pro Picks (FI, ICLR, SHVA)
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. Visit
ATB.com/inthemoney for more information.
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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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