Canadian stocks are hitting record highs, so where should
investors look next? On this episode of In the Money with Amber
Kanwar, veteran money manager Lyle Stein of Forvest Canada breaks
down why he’s leaning into resource stocks and dividend payers as
the backbone of a portfolio.
From gold miners to pipelines to natural gas plays, Stein
explains his “comfort, calamity and children” strategy for
portfolio construction as a way to balance income, protection,
and long-term growth. He shares why he’s cautious on Canadian
banks, where he still sees opportunities in commodities like
copper, uranium, and silver, and why dividend-paying stocks
remain the vitamins every investor needs.
In the mailbag, we tackle viewer questions on some of Canada’s
biggest dividend and resource names. Stein shares his thoughts on
insurers like Manulife (MFC.TO), pipelines including Pembina
(PPL.TO), as well as REITs such as Primaris (PMZ.UN.TO). Lyle
highlights large-cap gold leaders like Agnico Eagle (AEM),
streamers such as Franco Nevada (FNV) and Wheaton (WPM), and why
silver producers like First Majestic (AG) could be the next
breakout. He also digs into Cameco (CCO) and its Westinghouse
deal as a long-term nuclear power play, while eyeing Teck
Resources (TECK) as a copper-driven transition winner.
In Pro Picks, Stein reveals his highest-conviction dividend and
resource stocks right now: Peyto Exploration (PEY.TO) for natural
gas exposure, Sprott Inc. (SII.TO) as a leveraged play on gold,
silver, and uranium, and First Majestic Silver (FR.TO) as a way
to capture the silver rally.
Timestamps
00:00 Show intro
01:50 What is Lyle’s style of investing? Vitamins for your
portfolio
04:50 Portfolio construction: Comfort, Calamity, Children
07:15 Markets are at all-time highs. Is this time
different?
10:35 Canadian stocks are back. Is there still value or
opportunity?
15:55 What is Lyle doing in the portfolio?
20:00 ITM Mailbag: Lyle’s best pick in insurance: Manulife stock
(MFC.TO)
21:00 Pipelines for yield: Pembina Pipeline (PPL.TO)
24:50 Why Lyle doesn’t own any REITs right now, but he’s eyeing
Primaris (PMZ.UN)
27:00 Teck Resources stock (TCK.B)
29:00 Nat gas stocks (TOU)
32:20 Gold & Mining stocks (AEM, WPM, FNV)
37:20 Uranium & Cameco stock (CCOl)
39:15 Constellation Software (CSU)
41:10 Lyle’s Pro Picks (PEY, SII, AG)
50:35: ETF Minute: Hamilton ETFs HEB & HCAL
Sponsors
For over 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
ETF Minute is brought to you by Hamilton ETFs. Find out more
about HEB & HCAL at hamiltonetfs.com
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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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