Canada is on the cusp of what could be a generational investment
opportunity. After years of underinvestment, billions of dollars
are flowing toward infrastructure, defence, energy and data
centres—and some of the biggest beneficiaries may still be
overlooked by investors. Andrey Omelchak, President, CEO &
CIO at LionGuard Capital, believes Canada's economic
transformation is just getting started. After outperforming both
the TSX and Nasdaq without relying on big tech or mining stocks,
he explains why he's so bullish on Canada's future, where he's
finding opportunities and which companies could deliver outsized
returns.
In the Mailbag, Andrey weighs in on whether the pullback in 5N
Plus (VNP.TO) is a major buying opportunity, whether AI
disruption fears are overblown for Stantec (STN.TO) and Lumine
Group (LMN.V), and why he's excited about Electrovaya (ELVA.TO)
despite its volatility. He also revisits Propel Holdings (PRL.TO)
following the collapse in goeasy (GSY.TO), assesses the upside in
Mattr (MATR.TO) after its massive rally and explains why he sees
more growth ahead for Firan Technology Group (FTG.TO).
In Pro Picks, Andrey reveals three stocks positioned to benefit
from a surge in infrastructure, defence and data centre spending:
Magellan Aerospace (MAL.TO), Enerflex (EFX.TO) and Badger
Infrastructure Solutions (BDGI.TO). He also revisits his previous
picks, including Calian Group (CGY.TO), Canaccord Genuity (CF.TO)
and Bird Construction (BDT.TO), which has surged 155% since his
last appearance. Is there still upside, or is it time to take
profits?
Timestamps
00:00 Trailer
01:55 Intro
03:32 Investing Beyond the Broad Market
04:08 How Andrey Chooses Investment Themes
06:08 The Evidence Behind Canada’s Infrastructure Shift
07:44 Is the Opportunity Still Under the Radar?
09:23 Separating Investment Hype from Data
12:26 ITM Mailbag: 5N Plus: Critical Metals and Space (VNP)
15:44 Stantec: AI Fears and Valuation (STN)
18:10 Electrovaya: Batteries, Data Centers, and Growth (ELVA)
23:48 Lumine Group: AI Risks and Compounding (LMN)
30:44 Propel Holdings: Why It’s Different from GoEasy (PRL)
36:28 Matter: Infrastructure Demand and Recovery (MATR)
38:06 Firan Technology : Aerospace and Defense Demand (FTG)
41:00 Andrey’s Past & Pro Picks (CGY, BDT, CF, MAL, EFX,
BDGI)
60:04 Closing Bell: Family Time and Road Trips
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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
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