The Canadian Investor Is it Time To Invest in These 13 Under Pressure Stocks?
Mar 31, 2025
Explore the recent market fluctuations within the transportation and logistics sectors, revealing potential investment opportunities amid volatility. The podcast dissects the challenges facing major companies, from Nike's steep stock decline to the complex landscape of Canadian politics affecting trade. A unique stock evaluation framework highlights the importance of identifying strong investment candidates. Plus, learn about the performance discrepancies between TSX-60 and S&P 500, and uncover insights on managing investments during uncertain times.
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Transcript
Episode notes
Investing in Turnarounds
- Be prepared to look "stupid" for a few years when investing in turnaround companies.
- Similar to Warren Buffett's strategy, a good thesis and patience can lead to long-term success.
Opportunities in Logistics
- Market volatility, particularly in logistics, freight, and transportation sectors, presents opportunities.
- These sectors are experiencing significant drawdowns due to macroeconomic uncertainties and trade tensions.
Transportation Sector Drawdowns
- Thirteen companies in the transportation and logistics sector are analyzed for their drawdowns.
- Drawdowns range from 8% (Union Pacific) to 45% (TFI International).