In a market obsessed with momentum and AI hype, Ryan Bushell is
betting on something far less flashy — patience, discipline, and
dividends. On this episode of In the Money with Amber Kanwar, the
Newhaven Asset Management CEO proves that being a younger
investor with an old-school mindset can still outperform. His
focus: companies that can compound for decades, not just
quarters.
Bushell breaks down why rising power demand is reshaping the
investment landscape and why “boring” sectors like utilities and
infrastructure might hold the most exciting opportunities ahead.
In the mailbag, he tackles listener questions on
Canadian Natural Resources (CNQ.TO), he
addresses the Cenovus–MEG–Strathcona saga, the
Canadian banks, Thomson Reuters
(TRI.TO), K-Bro Linen (KBL.TO), and
Fortis (FTS.TO) — weighing where value still
exists after record highs.
And in Pro Picks, Bushell shares his favourite
long-term compounders hiding in plain sight: Pembina
Pipeline (PPL.TO), ARC Resources
(ARX.TO), and Brookfield Infrastructure
(BIP.UN) — steady names built for investors who’d rather
win slowly than chase the next flashy thing.
Timestamps
00:00 Show intro
02:00 Ryan’s conservative approach to investing and forming his
style during the GFC
07:40 Starting Newhaven Asset Management
10:40 Ryan’s view of the current market
13:10 Can you be bearish on AI spending but still like some of
the sectors involved
17:05 Ryan’s view on gold
20:20 Why Ryan is sitting on cash right now
23:10 ITM Mailbag: CNQ stock
29:00 Canadian banks
32:25 Thomson Reuters stock (TRI)
35:00: K-Bro Linen stock (KBR)
38:40 Fortis stock (FTS)
42:40 Ryan’s Pro Picks (PPL, ARX, BIP.UN)
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
Links
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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, 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
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