It’s been a rough ride for Canadian small-cap growth stocks, and
investors are looking for answers. Jordan Zinberg of Bedford Park
Capital is back on In the Money with Amber Kanwar to break down
what’s driving the selloff, where the fear is justified, and
where the market is simply mispricing good businesses.
Zinberg says it’s not just a selloff — it’s a moment where
quality is out of style, sentiment is washed out, and solid
businesses are being treated like broken ones. He notes small-cap
growth stocks, his corner of the market, have been hurt
particularly hard but believes it’s unjustified.
Amber and Jordan dive deep into goeasy (GSY) — a stock Jordan’s
followers know well. It’s been caught in the crossfire of a short
report, a spike in provisions, and a wave of negative sentiment.
Jordan explains what the report gets wrong, what the numbers
actually signal, and why the underlying business hasn’t broken
even if the share price has.
Then it’s on to a rare large-cap name, Constellation Software
(CSU), a Canadian outperformer that has recently stumbled. Jordan
walks through the two real pressures on the stock — AI anxiety
around its vertical software businesses and the psychological
impact of CEO Mark Leonard stepping back — and why he recently
bought more for the first time in years.
The mailbag covers NTG Clarity Networks (NCI), where delayed
contracts pushed margins around; VitalHub (VHI), a strong
operator still trading at a premium Jordan won’t pay; and Kraken
Robotics (PNG) versus Zedcor (ZDC), two small-cap darlings with
huge runs but multiples he can’t justify. And yes, he brings back
the line he lives by: EBITDA is still “bullshit earnings.”
We look back at Jordan’s past picks, Source Energy (SHLE) and
Mainstreet Equity (MEQ), two stocks he still likes and owns and
in Pro Picks he tells us why he’s still all-in on Propel Holdings
(PRL) , the non-prime lender is also a former pick and a widely
followed name amongst Jordan’s loyal fans. In addition to Propel,
he offers two other Canadian small-cap names he likes right now;
Lumine (LMN), his “baby Constellation,” and Zoomd (ZOMD), the
Israeli ad-tech name quietly landing blue-chip clients and
accelerating fast.
A sharp, honest look at Canadian small caps right when investors
need clarity the most.
Timestamps
For 25 years, Raymond James has been helping Canadians achieve
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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.
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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