Michael Campbell’s MoneyTalks – Complete Show

 

01:07 – 07:12 – Issac Newton’s 3rd law states “For every action, there is an equal and opposite reaction”. We have seen this physical law govern the investing world when for example the dot-com bubble rose spectacularily in 4 years to its highs, then reversed and collapsed all the way back to its starting point three years later. Anticipating when a major trend is going to change is arguably the underlying factor determining profits and losses. Newtons 3rd law is also applicable to to society in general, and with the rise in societal extremism the only thing we can count on is that there will be an equal and opposite reaction. The question? How will that reaction manifest.  

08:58 – 18:06 Michael Levy on the massive changes coming down the pike in the energy market.

 

 

 01:40 – 04:09 – Rick Bekkering of Pi Financial recommends a super defensive low volatility stock for growth and income portfolios. Emera Inc. (EMA.TO)  operates in the electricity generation, transmission and distribution business throughout eastern North America. 11% dividend growth and 4.5% yield.

04:16 – 05:23 – Michael has 2 quotes this week that will go a long way towards protecting you from indoctrination

05:24 – 19:49 – The last time Mike interviewed Ryan Irvine Feb 25th 2017 he recommended Saskatoon’s International Road Dynamics not once but twice to MoneyTalks listeners in January and February. And lo and behold that $2.60 stock was taken over at $4.25 in June. He also recommended an energy services company that tripled in value while increasing their dividend 3xs, and a Canadian auto body company the Boyd Group (they fix cars) at $87.02 as a recession resistant investment. It closed August 4th @ $94.90. Be sure to catch Ryan’s latest recommendations in this compelling interview. One, PHO.V is one of his favorites, as it has what he calls a fortress balance sheet with 32 million cash in bank.

21:11 – 23:41 – Al Gore is in the news for more than his sequel to The Inconvenient Truth. After being criticized for having a home that consumed 20 times more than the average home, Al got to work to pare down his consumption. This weeks shocking stats tells you just how well that went! Safe to say anyone with a conscience would be very ashamed. 

25:08 – 31:06 –  Ozzie Jurock on a huge misconception that some people have when they invest in real estate. Plus hot properties. 

32:36 – 36:35 – Victor Adairs says it’s an interesting combination: The major US stock indices keep making new All Time Highs, the USD has fallen ~11% since December with bearish sentiment at an extreme, credit quality spreads are narrow and volatility is extremely low across asset classes. In other words, the markets look to be set up for “change.”

36:40 – 38.40 – This weeks Goofy, President Trump wins the Goofy for a statement about his speech to the Boy Scouts 

 

Mike’s Big Fat Idea

 

01:40 – 04:09 – Rick Bekkering of Pi Financial recommends a super defensive low volatility stock for growth and income portfolios. Emera Inc. (EMA.TO)  operates in the electricity generation, transmission and distribution business throughout eastern North America. 11% dividend growth and 4.5% yield. 

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Ryan Irvine’s Latest Hot Stocks

 

05:24 – 19:49 – The last time Mike interviewed Ryan Irvine Feb 25th 2017 he recommended Saskatoon’s International Road Dynamics not once but twice to MoneyTalks listeners in January and February. And lo and behold that $2.60 stock was taken over at $4.25 in June. He also recommended an energy services company that tripled in value while increasing their dividend 3xs, and a Canadian auto body company the Boyd Group (they fix cars) at $87.02 as a recession resistant investment. It closed August 4th @ $94.90. Be sure to catch Ryan’s latest recommendations in this compelling interview. One, PHO.V below is one of his favorites, as it has what he calls a fortress balance sheet with 32 million cash in bank:

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You, Your Investments & Isaac Newton’s 3rd Law

 

01:07 – 07:12 – Issac Newton’s 3rd law states “For every action, there is an equal and opposite reaction”. We have seen this physical law govern the investing world when for example the dot-com bubble rose spectacularily in 4 years to its highs, then reversed and collapsed all the way back to its starting point three years later. Anticipating when a major trend is going to change is arguably the underlying factor determining profits and losses. Newtons 3rd law is also applicable to to society in general, and with the rise in societal extremism the only thing we can count on is that there will be an equal and opposite reaction. The question? How will that reaction manifest.  

…..also Michael’s Mid-Week Update: Dow 22,0000!

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Why Healthcare Reform Is So Difficult

 

For starters according to the most recent Commonwealth Fund ranking Canada’s 9th avoiding dead last in access to healthcare only because the US and France are ahead of us. The only area Canada is above average is in Healthcare spending. Another study finds Canada has the highest proportion of patients waiting over 4 weeks to see a specialist. Despite all this, 78% of Canadians express satisfaction with our healthcare system.

…also from Michael: Dow 22,000!

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