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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the content and hereby disclaims any liability with regards to
the same.
In the Money delivers expert stock picks, market analysis, and
timely investing insights. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers and financial experts. 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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