In this episode of In the Money with Amber Kanwar, we sit down
with Canadian hedge fund manager JF Tardif of Timelo
Investment Management for an unfiltered, in-depth look at what
stocks he’s buying and what he’s avoiding. From why he's keeping
equity exposure low despite market highs, to his skepticism
around momentum stocks like Opendoor (OPEN) and Tesla (TSLA),
Tardif lays out his fundamentally driven strategy in a market
obsessed with hype.
In the mailbag, Tardif tackles questions on Altus Group (AIF.TO),
InterRent (IIP.UN.TO), and Whitecap Resources (WCP.TO). He weighs
in on high-flyers like Kraken Robotics (PNG.V) and MDA (MDA.TO),
explains why he’s out of Well Health (WELL.TO), and shares his
thoughts on Enterprise Group (E.TO) and bitcoin proxies like
MicroStrategy (MSTR). And yes—he admits he gets stock ideas from
this very podcast.
For his Pro Picks, Tardif shares three under-the-radar names:
Total Energy Services (TOT.TO), a play on LNG growth; Calian
Group (CGY.TO), a defense contractor poised to benefit from
rising military budgets; and H&R REIT (HR.UN.TO), where
activist pressure and a Blackstone offer could unlock value.
If you’re a fundamentally driven investor or just curious where
smart money is looking next, this episode is for you.
Timestamps
00:00 Show intro
01:30 JF describes his investing style as opportunistic
02:40 What JF learned during his days at Sprott, and an
interesting story about how he got his job
04:20 Why JF is keeping cash on the sidelines and staying
defensive
05:30 It’s all about the fundamentals
08:00 JF on momentum trading and his view on Opendoor
(OPEN)
11:50 What JF learned from shorting Tesla (TSLA)
14:00 What’s interesting about the telcos
16:20 Why does JF have oil stocks in the penalty box
17:50 ITM Mailbag: Altus Group stock (AIF.TO)
20:40 InterRent REIT stock (IIP.UN.TO)
24:15 Whitecap Resources stock (WCP.TO)
25:35 Kraken stock (PNG.V) & MDA Space stock (MDA.TO)
28:35 Enterprise Group stock (E.TO)
29:35 WELL Health Technologies stock (WELL.TO)
31:15 Bitcoin and Bitcoin companies like Microstrategy
(MSTR)
33:35: JF’s Pro Picks
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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