The Canadian Investor

12 Stocks We’re Watching as the Market Pulls Back

Mar 17, 2025

The podcast dives into recent market volatility, highlighting how uncertainty impacts investing strategies. The hosts discuss the importance of diversification and staying informed about one's holdings. Notable stocks like Nvidia, Costco, and American Express are analyzed for their potential amid turbulence. Insights are shared on the effects of tariffs and corporate leadership on market movements. The conversation also explores investment opportunities in the current landscape, urging a calm, long-term outlook despite market fluctuations.

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Quick takeaways

The podcast discusses how recent market volatility driven by tariffs and recession fears creates both risks and opportunities for investors.

It emphasizes the importance of diversification and understanding company fundamentals to mitigate risks during uncertain economic times.

Highlighted stocks like Nvidia and Amazon are explored for their current valuations and long-term growth potential amidst market fluctuations.

Deep dives

Market Volatility and Economic Uncertainty

The current state of financial markets is characterized by significant volatility, which is expected as the economy faces potential recessionary pressures. Recent events, such as tariff increases announced by political figures, have contributed to heightened uncertainty, impacting investor sentiment. While some stocks, like major tech companies, have delivered substantial returns over the past year, the fear of economic downturn has caused many investors to second-guess their positions. It's crucial for investors to recognize that market fluctuations are a normal part of investing and that long-term perspectives should prevail amidst the chaos.

Intro

2min

Market Uncertainty and Stock Performance Insights

3min

Market Performance Analysis: Year-to-Date and Six-Month Trends

2min

Navigating Market Dynamics and Investment Strategies

25min

Navigating Investment Strategies in Uncertain Times

4min

Market Insights: Navigating Business Performances

8min

Exploring Investment Opportunities: Watch Lists and Stock Insights

2min

Navigating Market Opportunities: Focus on Stocks and Strategic Investment

2min

Investment Insights and Strategies

5min

10.

Retail Trading Dynamics and Risks

4min

Markets hate uncertainty, and it’s showing. We break down the recent volatility, from the steep drawdowns in the Nasdaq and S&P 500 to the tariff-fueled market jitters. We also discuss why knowing what you own and being diversified is so important when markets are volatile.

We also talk about how the recent volatility is creating opportunities for investors with capital to deploy. We highlight stocks on our radar, including TFII, CP, Nvidia, American Express, Costco, and Amazon, and discuss what makes them interesting at these levels. Plus, why sometimes market moves have a clear reason—like tariffs or earnings surprises—and sometimes, why the reason is not as obvious.

Tickets of stocks/ETFs discussed: TFII.TO, CP.TO, NVDA, AXP, COST, AMZN, MDA.TO, TMO, QXO, KSI.TO, EQB.TO, NET

Check out our portfolio by going to Jointci.com