Are Canadian stocks finally having their moment? In this episode
of In the Money with Amber Kanwar, Garey Aitken, Head of Canadian
Equities at Franklin Templeton’s ClearBridge Investments, breaks
down the "sell America, buy Canada" trend, explains why the U.S.
is losing some of its exceptionalism, and gives his take on
whether this shift is short-lived or part of a longer-term
rebalancing in global markets.
Garey shares 8 Canadian stocks he believes have a clear
edge right now—from blue-chip dividend names to
contrarian energy picks and growth stocks flying under the radar.
He offers candid takes on valuation, proxy battles, strategic
reviews, and where he's deploying capital now. If you're after
resilience, income, or upside, there's something in here for
every kind of investor.
Plus, with a federal election looming, what impact could the
outcome have on Canadian energy policy and investor sentiment?
Garey weighs in on how much political risk he's factoring in and
what to watch for in the days ahead.
Whether you're a long-term investor, dividend chaser, or market
skeptic—this episode is packed with expert insight.
Timestamps
00:00 Show Intro
01:40 Garey Aitken’s approach to investing and why Canada is
outperforming the U.S.
03:50 Is this the beginning of Canadian exceptionalism?
07:45 Reasons Canadian stocks have an edge right now
11:00 Uncertainty facing the Canadian economy and what the
federal election means
16:15 ITM Mailbag: Does Garey like Dollarama (DOL.TO) at these
levels?
18:50 What does Garey think about Parkland’s (PKI.TO) proxy
battle and what does it mean for the stock?
24:55 What does Garey think about Couche-Tard in 2025?
(ATD.TO)
33:20 Does Garey like Capital Power (CPX.TO) at these
levels?
36:20 Is Constellation Software insulated from tariffs and what
does Garey think about the valuation?
40:15 Garey’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 bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
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
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
questions@inthemoneypod.com
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.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned
subsidiary of Bank of Montreal. Member – Canadian Investor
Protection Fund and Member of the Canadian Investment Regulatory
Organization.
The opinions and views expressed in this presentation are those
of the presenter and not necessarily BMO InvestorLine Inc. This
presentation is prepared as a general source of information and
is not intended to provide legal, investment, accounting or tax
advice, and should not be relied upon in that regard. If legal or
investment advice or other professional assistance is needed, the
services of a competent professional should be obtained. Any
information contained in this presentation does not constitute
and shall not be deemed to constitute advice, an offer to
sell/purchase or as an invitation or solicitation to do so for
any entity. The content of this presentation is based on sources
believed to be reliable, but its accuracy cannot be guaranteed.
BMO InvestorLine Inc. and its affiliates, sponsors and employees
do not accept responsibility for the content and makes no
representation as to the accuracy, completeness or reliability of
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
#IntheMoney #Investing #StockMarket #CanadianInvesting
#FinancialNews
Kommentare (0)
Melde dich an, um einen Kommentar zu schreiben.