Small-cap stocks may be off to a rough start in 2025, but last
year they helped Jordan Zinberg, President & CEO of Bedford
Park Capital, deliver a remarkable 60% return. Known for his
disciplined approach to stock picking and long-term investing,
Zinberg is willing to take on short-term downside risk for the
potential of outsized gains.
In this episode of In the Money with Amber Kanwar, we dive
into Jordan’s strategy for investing in high-quality Canadian
small-cap and mid-cap stocks. He explains why he avoids
traditional sectors like banks and resources, and instead focuses
on under-the-radar, fundamentals-driven companies trading at
attractive valuations. We explore how he builds a concentrated
portfolio of high-conviction stock ideas, the criteria he uses to
evaluate businesses and Jordan also shares several of his top
Canadian stock picks for 2025.
If you're looking to learn how to invest in Canadian small-cap
stocks and build long-term wealth, this episode is packed with
insights you won’t want to miss.
Timestamps
00:00 Intro
02:15 Jordan’s approach to small-cap investing
04:50 Jordan’s fund returned 60% last year, how’s it doing this
year?
07:10 How does Jordan feel about the lack of IPOs in
Canada?
08:10 In the Money Mailbag: Jordan’s thoughts on goeasy (GSY.TO)
and the company’s new CEO
15:30 What’s Jordan’s long-term outlook on McCoy Global? (MCB.TO)
19:45 Investors have lost big on Payfare (PAY.TO). What does
Jordan think of the stock now?
26:25 Would Jordan recommend Zedcor at current levels?
(ZDC.TO-V)
30:25 What are Jordan’s thoughts on Avante which just hired a
Zedcor sales leader (XX.TO-V)
32:00 What are Jordan’s thoughts on Ag Growth International?
(AFN.TO)
33:15 What does Jordan think about pipeline construction firm
Enterprise Group? (E.TO)
39:10 Jordan’s Pro Picks
Sponsors
This episode is brought to you by BMO InvestorLine. We often
discuss various stock ideas and market trends on this show. If
you’re looking to explore those ideas further, BMO InvestorLine
is an excellent resource. Their platform provides in-depth
research, powerful tools, and commission-free trading on over 100
popular ETFs. Plus, you’ll find the BMO Investment Learning
Centre with educational courses and videos empowering you to make
informed decisions. Remember, always do your own research before
investing. Learn how you can earn up to $3,500 cash back when you
open a new account at
bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. They are Canada's largest
independent financial services firm with over 520 dedicated
advisors, $88 billion in assets under management, and capital
markets services. With no proprietary product to push, their
advisors are free to focus on the unique needs of their clients.
Whether you are saving for your children’s education, preparing
for retirement, or safeguarding wealth for future generations,
Raymond James is committed to guiding you every step of the way.
Visit raymondjames.ca today to discover how you can live a life
well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in
assets, ATB Financial is powering possibilities for more than
820,000 financial services clients in Alberta and beyond. ATB's
Capital Markets arm is a full-service investment dealer that
offers investment and corporate banking, sales and trading,
institutional research, and risk management. Visit
ATB.com/inthemoney for more information.
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: questions@inthemoneypod.com
Follow In the Money on Instagram:
https://www.instagram.com/inthemoneypod/?hl=en
Facebook:
https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
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.
Kommentare (0)
Melde dich an, um einen Kommentar zu schreiben.