Can you really have it all — growth and income? Rob Lauzon, Chief
Investment Officer at Middlefield, says yes. In this episode of
In the Money with Amber Kanwar, he explains why dividend stocks
are finally back in the spotlight — and why some of the biggest
opportunities may be hiding in the most unloved corners of the
market.
From oil producers to pipelines and REITs, Rob breaks down where
he’s finding value, yield, and upside in a market obsessed with
AI. He shares his outlook on oil, gold, and the political shift
that could breathe new life into Canada’s resource sector — and
why he believes energy investors are entering a new era of
disciplined balance sheets and shareholder returns.
Amber and Rob tackle your questions on gold, pipelines (ENB, TRP,
PPL), and energy names like Whitecap (WCP). They discuss possible
tie-ups in the resource sector, with Rob suggesting a
Barrick-Newmont deal could be a possibility. They also get into
the outlook for REITs, from Dream Industrial (DIR.UN) to
Northwest Healthcare (NWH.UN), and discuss whether Equitable Bank
(EQB) has become a contrarian buy after its recent pullback.
In Pro Picks, Rob shares three dividend-paying stocks that
combine value, income, and serious upside — from Canadian
Apartment REIT (CAR.UN) to Tourmaline (TOU) and U.S. regional
bank Western Alliance (WAL). His theme this week? You can have it
all — growth + income.
Timestamps
00:00 Show intro
02:20 Rob’s investment style and where energy fits in
04:30 The evolution of investing in energy
09:00 The politics question & the foreign investor
question
13:30 Do companies have conviction that things are really getting
better in the oil patch?
15:00 Oversupply and oil prices
17:00 Why Rob is finding value & income in the energy
sector
21:10 What happens if the AI bubble bursts?
22:10 ITM Mailbag: gold
27:55 Pipeline & Royalty stocks (TOP, ENB, PPL, Southbow,
Gibson)
33:00 Whitecap Resources stock (WCP)
32:35 Northwest Healthcare (NWH.UN)
34:40 Dream Industrial REIT
48:05: EQB stock
41:00 Rob’s Pro Picks (CAR.UN, TOU, Western Alliance Bank)
Sponsors
For 25 years, Raymond James has been helping Canadians achieve
their financial goals. Visit https://raymondjames.ca today to
discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit
https://ATB.com/inthemoney for more information
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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
#IntheMoney #Investing #StockMarket #CanadianInvesting
#FinancialNews
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