In the Money with Amber Kanwar Archiv

When markets are in turmoil, investors traditionally flock to healthcare for stability — but what happens when healthcare itself is a flashpoint for volatility? In this episode of In the Money with Amber Kanwar Robert Moffat of Middlefield joins to unpack the biggest headwinds facing the sector right now.

From the controversial appointment of RFK Jr. to looming drug tariffs, Rob dives deep into the policy and market forces disrupting pharma, medtech, and healthcare services. He shares why he's staying defensive, what names he's avoiding (sorry, Pfizer holders), and where he's seeing opportunities amid the chaos. 

In a volatile healthcare market, Rob explains why he’s particularly positive on GLP-1 weight loss and diabetes medications which he says are reshaping the future of healthcare. He tells us why Eli Lilly, which makes Mounjaro and Zepbound, is his top holding and why he prefers it over Ozempic maker Novo Nordisk. He also suggests other names he likes right now including Abbott Laboratories and McKesson, which he says is the ultimate defensive safe haven company in healthcare.

Timestamps

00:00 Show Intro

01:40 Rob’s approach to volatility in healthcare  

03:10 RFK Jr. and his impact on the healthcare sector

06:50 The headwind from tariffs

13:00 Why Rob thinks M&A in the pharma space is definitely coming 

14:50 ITM Mailbag: Rob’s outlook on Pfizer (PFE.NYSE)

18:35 Rob’s thoughts on UnitedHealth Group (UNH.NYSE)

22:00 Why Rob thinks CVS (CVS.NYSE) is one of the biggest ‘show me’ stories in healthcare 

27:35 Rob’s thoughts on Medtronic (MDT.NYSE) and its dividend 

30:35 Rob’s outlook on Stryker (SYK.NYSE)

33:15 Rob’s view of Johnson & Johnson (JNJ-NYSE) in light of tariffs

35:30 Rob’s Pro Picks 

47:30 Goodbye & coming up 

Sponsors

​​This episode is sponsored by BMO InvestorLine. Learn more at https://bmo.com/advancedtrading

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 

Links

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 https://twitter.com/inthemoneypod 

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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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

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

The market may be laser-focused on Donald Trump’s trade war but James Davolos of Horizon Kinetics says tariffs or not, the tide is turning — and savvy investors should be paying attention. In this wide-ranging conversation, Davolos breaks down why we're leaving behind the "golden era" of ultra-low interest rates, globalization, and free capital, and entering a new investing regime marked by inflation, deglobalization, and resource scarcity. Davolos, who the WSJ named the best fund manager of 2022, outlines how to position your portfolio for long-term resilience, with a focus on capital-light businesses tied to real assets — think infrastructure, energy, and gold — but without the usual baggage of cyclicality and capex-heavy models. He explains his unique approach and offers specific stocks that fit into his model, including his top 3 stock picks focused on water as real asset, exchanges as financial infrastructure and royalty companies as resource winners. 

Timestamps 

00:00 Show intro 

02:30 James Davolos explains his unique approach to investing 

08:00 Why does James think we're in the midst of a major regime shift

13:05 Why James isn’t even paying attention to tariffs

15:15 Why James likes real assets and how he finds the best ones

21:00 Why James believes the U.S. is headed towards stagflation and his view on rates

23:05 James’s view on gold

25:45 Are we seeing the end to U.S. exceptionalism in stocks?

28:00 ITM Mailbag: Will volatility be good for exchanges like the Intercontinental Exchange (ICE.NYSE)

33:10 Is Brookfield a stock that can help weather the current storm? (BN.TO, BN.NYSE) 

40:00 James’s expectations for gold and why he likes royalty streaming companies

44:45 James’s thoughts on bitcoin and the best way to play it

51:00 What does James think about Enbridge (ENB.TO)

57:15 Why James likes Dream Unlimited (DRM.TO)

1:01:30 James’s Pro Picks

1:13:40 Goodbye & coming up 

Sponsors

​​This episode is sponsored by BMO InvestorLine. Alright, In The Money listeners, you're constantly analyzing charts, spotting trends, and making calculated moves. That's where BMO InvestorLine comes in. Learn more at https:// bmo.com/advancedtrading?ecid=pr-2886232INV1-JNBMO17

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

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

In just one week, we went from the edge of a global trade war to a 90-day truce—and the markets are feeling every twist and turn. One post on Truth Social was all it took for Donald Trump to send the Dow soaring nearly 3,000 points in its biggest rally since 2008... while simultaneously tightening tariffs on China. Chaos? Absolutely. End in sight? Not even close.

On today’s show, Amber brings in two powerhouse guests to help make sense of the madness:

Frances Horodelski, veteran investor, shares why the financial system isn’t about to break—and why she’s still optimistic despite the volatility.

Darcy Morris of Ewing Morris & Co. Investment Partners breaks down how activist investors can find opportunity in uncertainty, revealing his current top plays and value strategies.

Whether you’re an investor, a market watcher, or just trying to understand what the heck is going on—this episode is a must-watch. Subscribe now and don’t miss the insights that could change your portfolio.

Timestamps 00:00 Show Intro 

03:50 Amber & Frances chat about the chaos in fixed income markets

06:50 How to approach the turmoil as an investor

12:00 Why Frances thinks this feels more like covid rather than 2008

14:00 U.S. vs. China: Who will blink first?

20:00 Amber welcomes Darcy Morris

22:00 Is there panic out there on the client side?

24:00 Why activist investing creates opportunity even during tough times

25:00 Darcy’s approach to activist investing and long-term value creation

27:40 How Darcy finds activist opportunities 

31:50 Why Darcy isn’t afraid to ruffle feathers in corporate Canada 

34:25 Darcy offers a clear example of his successful activism

39:25 Darcy’s Pro Picks 

54:30 ETF Minute: CI Global Infrastructure Private Pool ETF

58:55 Coming up 

Sponsors

This episode is sponsored by BMO InvestorLine. If you’re an experienced trader, BMO Active Trader is the platform for you. Learn more at https://bmo.com/advancedtrading?ecid=pr-2886232INV1-JNBMO17

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information

ETF Minute is brought to you by CI Global Asset Management. Find out more about CI’s ETF offerings here: https://www.cifinancial.com/ci-gam/ca/en/investment-solutions/exchange-traded-funds.html, and about the CI Global Infrastructure Private Pool ETF here

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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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

Markets are in meltdown mode — but Waratah Capital’s Jeannine LiChong says this isn’t the bottom. In this episode of In the Money with Amber Kanwar, veteran fund manager Jeannine shares her strategy for navigating extreme market volatility, tariff uncertainty, and looming recession risks.

With experience managing money through the 2008 financial crisis and the COVID market crash, Jeannine explains why she’s holding cash, staying cautious, and waiting for clarity before buying the dip. She weighs in on U.S. tariffs, policy instability, central bank cuts, and structural shifts in the global economy — and how all of this is impacting investor psychology and portfolio positioning.

We also go deep into Pro Picks — Jeannine reveals 3 recession-resistant stocks she’s confident in right now:

Dollarama (DOL.TO) — a cash-generative retailer benefiting from consumer trade-down and international growth.

Intact Financial (IFC.TO) — a defensive financial stock with pricing power and strong cost control.

Loblaw (L.TO) — a grocery giant leveraging its No Frills brand and food inflation to grow earnings.

Plus, Jeannine shares her take on Canadian banks, Telus, Capital Power, Canadian Tire, CN Rail, CP Rail, and TFI International — all under the lens of slowing GDP growth, and evolving trade policy.

If you're looking to protect your portfolio, ride out the market chaos, and uncover long-term opportunities in a downturn, this episode is a must-watch.

Timestamps 

00:00: Intro

01:40 How Jeannine handles the noise as a long-term investor  

03:40 Why this time is different than the financial crisis or covid downturn and why there could eventually be opportunities

07:00 Why Jeannine thinks we won’t see a bottom until markets get clarity on tariffs 

08:55 Why Jeannine likes Canadian equities but has confidence in the U.S. economy

10:10: Why Jeannine thinks there’s a chance of a U.S. recession and why she think tariffs are an opportunity for Canada 

13:00 What is Donald Trump’s end goal? 

14:15 ITM Mailbag: Why Royal Bank (RY.TO) is Jeannine’s top Canadian bank

17:20 Amid a slowdown in the Canadian economy what are Jeannine’s thoughts on Canadian Tire (CTC.TO)? 

19:35 Does Jeannine like Canadian rail stocks? Is she concerned about the impact of tariffs on the rail sector? (CNR.TO, CP.TO)

22:45 Jeannine’s thoughts on Telus as a long-term hold (T.TO)

25:20 Capital Power (CPX.TO) had an incredible run up then a hot equity raise and then straight down. Why?

28:00 What are Jeannine’s thoughts on TFI International (TFII.TO)?

30:20 Jeannine’s Pro Picks 

Sponsors

This episode is sponsored by BMO InvestorLine. If you’re an experienced trader, BMO Active Trader is the platform for you. With advanced tools and capabilities like multi-leg options, screeners, and strategy builders with margin trades, you’ll have everything you need to take your trading to the next level, giving you the edge you need in today’s markets. Learn more at bmo.com/advancedtrading?ecid=pr-2886232INV1-JNBMO17

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit 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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

The world is undergoing a seismic shift, and according to Daniel Dreyfus, Chief Investment Officer at Bornite Capital, we are in the midst of a major regime change that will redefine economies, industries, and financial markets. In this conversation, Dan explains why a new era of tariffs will be massively inflationary and why buying infrastructure and critical commodities will be the best way to protect your money. He says commodities are set to benefit, and suggests the price of gold could go as high as $4000 per ounce. 

Dan explains how investors can position themselves before the market fully adjusts to this fundamental transformation and offers specific stocks to buy in order to get ahead, including names like Cheniere Energy, Talen Energy and Ivanhoe Mines. 

This isn’t just another market cycle—this is a massive structural change. Don’t miss out on the opportunity to find out how you can profit.

Timestamps 

00:00 Show intro 

02:45 Dan on starting his fund in 2020

05:15 Dan says we’re entering a massive global regime change of tariffs and austerity and explains what can protect your money

11:15 Dan says gold could hit $4000

16:50 Why Dan views gold as a currency not a commodity- and why he thinks it’s the best one 

19:45 ITM Mailbag: Does it make sense to buy, sell or hold South Bow Corp (SOBO.TO)?

29:00 What is holding Barrick Gold (ABX.TO) back?

36:15 Dan’s favourite gold stock (SKE.TO)

40:25 Dan’s thoughts on copper and does he like Teck Resources (TECK.B.TO)

46:30 Why Dan likes GFL Environmental (GFL.TO)

51:55 Dan’s Pro Picks 

Sponsors

This episode is sponsored by BMO InvestorLine. If you’re a “Do It Yourself" investor, BMO InvestorLine Self-Directed is the perfect platform for you. With powerful tools and commission-free trading on over 100 ETFs, you’ll have everything you need to take control of your investments and build a portfolio that’s right for you. Learn more at https://bmo.com/InvestorLine?ecid=pr-2886232INV1-JNBMO14

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. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information.

Links

Follow In the Money:

Visit the website: https://inthemoneypod.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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

Donald Trump’s trade war has investors on edge, but could this market sell-off be a golden opportunity? Dan Rohinton, VP & Portfolio Manager at iA Global Asset Management, breaks down why now is the time to step back, block out the noise, and buy into world-class companies at a discount. He’s a proud Canadian but says never count out the U.S. and tells us why some of the best investment opportunities—like Microsoft, Google, Amazon, and Nvidia—are hiding in plain sight. 

If you want to know how you can profit from the trade war, don’t miss these expert insights on what Dan says are once in a generation buying opportunities! 

Timestamps 

0:00 Intro

1:30 How to approach ‘Liberation Day’, and what Trump’s tariffs mean for long-term investing

5:10 Why this is a good time to buy up some of the best companies in the world

8:50 Why Dan thinks the Canadian rail stocks are interesting

9:30 Dan’s thoughts on the Canadian election and what it means for markets

12:00 Why Dan says ‘never count out America’, why he’s constructive on Europe, and why he’s chasing China at 0%

16:00 ITM Mailbag: Why Dan would by CN Rail (CNR.TO) at these levels

19:10 Does Dan like Sun Life Financial (SLF.TO) or Manulife Financial (MFC.TO) better?

22:15 Why Royal Bank (RY.TO) is Dan’s favourite Canadian bank

26:00 Dan’s thoughts on REITs

28:15 Why CNQ is Dan’s favourite Canadian oil stock

29:50 Why Dan would buy LVMH at these levels after a major drop (MC.EPA)

33:55 Would Dan buy Constellation Brands (STZ.NYSE) here?

37:45 Broadcom (AVGO.NASDAQ) vs Nvidia (NVDA.NASDAQ)

40:00 Dan’s Pro Picks

51:50 Goodbye & coming up 

Sponsors

This episode is sponsored by BMO InvestorLine. If you’re a “Do It Yourself" investor, BMO InvestorLine Self-Directed is the perfect platform for you. With powerful tools and commission-free trading on over 100 ETFs, you’ll have everything you need to take control of your investments and build a portfolio that’s right for you. Learn more at bmo.com/InvestorLine?ecid=pr-2886232INV1-JNBMO14

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. Visit ATB.com/inthemoney for more information. 

Links

Follow In the Money:

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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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

Small-cap stocks may be off to a rough start in 2025, but last year they helped Jordan Zinberg, President & CEO of Bedford Park Capital, deliver a remarkable 60% return. Known for his disciplined approach to stock picking and long-term investing, Zinberg is willing to take on short-term downside risk for the potential of outsized gains.

 In this episode of In the Money with Amber Kanwar, we dive into Jordan’s strategy for investing in high-quality Canadian small-cap and mid-cap stocks. He explains why he avoids traditional sectors like banks and resources, and instead focuses on under-the-radar, fundamentals-driven companies trading at attractive valuations. We explore how he builds a concentrated portfolio of high-conviction stock ideas, the criteria he uses to evaluate businesses and Jordan also shares several of his top Canadian stock picks for 2025.

If you're looking to learn how to invest in Canadian small-cap stocks and build long-term wealth, this episode is packed with insights you won’t want to miss.

Timestamps

00:00 Intro

02:15 Jordan’s approach to small-cap investing 

04:50 Jordan’s fund returned 60% last year, how’s it doing this year?

07:10 How does Jordan feel about the lack of IPOs in Canada?

08:10 In the Money Mailbag: Jordan’s thoughts on goeasy (GSY.TO) and the company’s new CEO

15:30 What’s Jordan’s long-term outlook on McCoy Global? (MCB.TO)

19:45 Investors have lost big on Payfare (PAY.TO). What does Jordan think of the stock now?

26:25 Would Jordan recommend Zedcor at current levels? (ZDC.TO-V)

30:25 What are Jordan’s thoughts on Avante which just hired a Zedcor sales leader (XX.TO-V)

32:00 What are Jordan’s thoughts on Ag Growth International? (AFN.TO)

33:15 What does Jordan think about pipeline construction firm Enterprise Group? (E.TO)

39:10 Jordan’s Pro Picks

Sponsors

This episode is brought to you by BMO InvestorLine. We often discuss various stock ideas and market trends on this show. If you’re looking to explore those ideas further, BMO InvestorLine is an excellent resource. Their platform provides in-depth research, powerful tools, and commission-free trading on over 100 popular ETFs. Plus, you’ll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Remember, always do your own research before investing. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information. 

Links

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Visit the website: https://inthemoneypod.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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

Stocks may be falling but Rebecca Teltscher, portfolio manager at Newhaven Asset Management’s portfolio is up, proving that her long-term, fundamentals driven approach is working. Rather than chasing short-term trends, she focuses on defensive investments—companies that provide critical infrastructure and offer long-term stability by prioritizing dividends. She says Donald Trump’s trade war means stagflation is a huge risk but notes the sectors she invests in are attractive regardless of an economic slowdown or rise in inflation. She tells In the Money with Amber Kanwar why she’s bullish on Canadian stocks, why valuation matters more than hype, and reveals the companies she’s buying now—including one energy name she calls “the most enticing buy in the market.”

Timestamps 

00:00 Show intro 

01:45 Rebecca explains her defensive approach to investing 

04:00 What tariffs mean for the defensive dividend-paying approach

06:00 Is stagflation is a big risk and what’s the stagflation playbook? 

09:45 U.S. vs. Canadian stocks & why Rebecca thinks Canadian stocks are poised to continue to outperform 

14:45 Carney vs. Poilievre: assessing the what the next Prime Minister will mean for Canadian markets 

17:45 In the Money mailbag: Is Algonquin Power & Utilities hopeless? 

22:45 What are Rebecca’s thoughts on Telus as a long-term hold? 

25:45 Will BCE cut the dividend? 

29:40 What is a catalyst for Nutrien? 

31:45 Rebecca’s thoughts on Gibson Energy 

33:45 Is there more upside in Manulife? 

35:15 Rebecca’s thoughts on the Hamilton U.S. Bond Yield Maximizer ETF

39:45 Rebecca’s Pro Picks 

53:00 Goodbye & coming up

Sponsors

This episode is brought to you by BMO InvestorLine. We often discuss various stock ideas and market trends on this show. If you’re looking to explore those ideas further, BMO InvestorLine is an excellent resource. Their platform provides in-depth research, powerful tools, and commission-free trading on over 100 popular ETFs. Plus, you’ll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Remember, always do your own research before investing. Learn how you can earn up to $3,500 cash back when you open a new account at  bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information.

Links

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Visit the website: https://inthemoneypod.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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

U.S. stocks have been underperforming since Donald Trump was sworn in as President in January but James Cook, Portfolio Manager at Matco says he’s not ready to give up on American equities just yet. Still, the global fund manager also thinks there’s opportunity outside of the U.S., specifically in markets like Japan - where Warren Buffet is doubling down- and Europe- where defense spending is on the rise. He shares where he’s finding growth at a reasonable price, the best ways to get started with global equities, and reveals the top 3 stocks he’s buying right now. Don't miss this global investment outlook!

Timestamps 

00:00: Show intro

02:00: U.S. stocks are underperforming, what should investors do?

6:00: The pain is in tech stocks, is it time to buy on the dip?

7:40: Germany is turning on the taps, is it a tailwind for European stocks?

9:00: James explains his investment process and portfolio

10:20: In the Money Mailbag: Warren Buffett’s Berkshire Hathaway is investing even more in Japan. Does James like the region?

16:00: Will European stocks continue to outperform and what equities does James like right now?

22:15: The Hang Seng is on a run but James is underweight China. Find out why?

26:15: Would James buy the dip on Meta? 

29:20: Is Mattel a buy?

32:45: Is it time to buy CSX?

36:19: Would James buy United Health at these levels?

39:30: James’s Pro Picks

46:00: Coming up & goodbye 

Sponsors

​​​​This episode is sponsored by BMO InvestorLine. You’re going to hear about some interesting stock ideas on this podcast. To help you research and potentially act on those ideas, consider BMO InvestorLine. Their platform provides the resources you need to analyze potential investments, with the valuable tools and research you need when exploring the market. Plus, you’ll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit  ATB.com/inthemoney for more information

Links

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TikTok: https://www.tiktok.com/@inthemoneypod?lang=en

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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

American investor Cole Smead joins Amber Kanwar to break down why he's so bullish on Canadian oil stocks. Smead argues that Canadian energy stocks are some of the best investments in today's market - even amid fears over a trade war between the U.S. and Canada. In fact, he suggests now could be the second-best time in the past two decades to invest in this space.

We dive into why Smead prefers Canadian over U.S. energy stocks, how tariffs may impact Canadian oil and why he’s not worried and find out the top 3 Canadian energy names he's buying right now.

Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show intro

01:40: Why American investor Cole Smead loves Canadian oil stocks

4:40: When did Cole start looking at the Canadian energy sector and why he thinks this is the near best time in the past two decades to invest in the space

9:50: Why is Cole so bullish on oil stocks when things don't appear favourable for the sector

14:10: The new sweet spot in this era and why Cole does not like dividends

17:30: Cole offers his thoughts on why capex spending is not necessarily the right thing for these companies

20:50: Will M&A heat up and will foreign investors make a return?

23:20: Cole’s view on U.S. energy stocks vs. Canadian right now

24:20: Why Cole doesn’t care about tariffs

28:45: What does Mark Carney mean for the Canadian energy sector?

32:45: In the Money Mailbag: What does Cole think about the Whitecap-Veren merger?

39:35: Cole’s thoughts on Baytex Energy

42:15: Does Cole like Imperial Oil and would he continue to hold at these levels?

47:20: Ask the American ‘Eric Nuttall’ what he thinks about Tamarack Valley Energy?

49:45: Cole’s thoughts on Greenfire Resources since Fairfax Financial holds a large position

55:00: Would Cole buy the dip in CNQ?

57:30: Is Couche-Tard’s Seven & i deal good for shareholders?

1:02:40: Cole’s Pro Picks

1:15:50: Coming up & goodbye

Sponsors

​​This episode is sponsored by BMO InvestorLine. You’re going to hear about some interesting stock ideas on this podcast. To help you research and potentially act on those ideas, consider BMO InvestorLine. Their platform provides the resources you need to analyze potential investments, with the valuable tools and research you need when exploring the market. Plus, you’ll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

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TikTok: https://www.tiktok.com/@inthemoneypod?lang=en

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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

The market is in panic mode, are there opportunities to profit? In this episode of In The Money with Amber Kanwar, we dive into how the Optimist Fund is proving that bold, high-conviction investing can lead to massive returns—by taking advantage of volatile times. Jordan McNamee, founder of the fund, shares why betting on visionary CEOs and misunderstood stocks is his formula for success.

From Carvana’s explosive comeback to his top three stock picks that could double, triple, or even 4X, Jordan reveals the opportunities hiding in plain sight—and why most investors are missing them. He also breaks down how he turned a 50% loss into a huge win, why fear doesn't dictate his strategy, and what he’s seeing in the market right now.

If you’re looking for contrarian insights, high-growth investing strategies, and a fresh take on navigating uncertainty, this episode is for you.

Subscribe for more expert insights and investing strategies!

 #StockMarket #Investing #GrowthStocks #HighConvictionInvesting #Carvana #Finance

Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show intro

02:00: Philosophy behind Optimist Fund 

04:07: Jordan explains why macro doesn’t drive his investment decisions 

05:08: Jordan goes through his returns and how he had to claw back from a big drop in 2022 

07:32: Why Jordan makes concentrated bets

09:40: The importance of the CEO when it comes to buying a stock

11:20: Jordan explains who is backing his fund

12:50: Jordan explains why he doesn’t see another “2022” style pullback in tech

13:35: Mailbag questions

13:40: Why Uber can be a $1 trillion company

18:07: Jordan gives his thoughts on DoorDash

19:27: Jordan talks about why Revolve can quadruple 

24:05: Jordan says he still likes Wayfair 

27:50: Monday.com has big market share opportunity 

30:55: Jordan is steering clear of Airbnb…for now

33:00: ProPicks

48:56: Thank you and goodbye 

Sponsors

This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future. Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

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Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en

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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

Think designer bags are just for the high-fashion crowd? Think again! In this episode of In the Money with Amber Kanwar, Maggie Adhami-Boynton, Founder & CEO of ShopThing, spills the secrets on how luxury bags from brands like Hermes, Chanel, and Louis Vuitton can be lucrative investments. She shares the hottest trends, answers your questions, and reveals 3 must-have bags that’ll have you looking stylish and making money later.

Subscribe for more expert investments and market insights!

Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show open

01:45: What is ShopThing and why did Maggie start the company?

5:00: ShopThing’s growth trajectory

7:30: Maggie’s advice to founders

9:00: Are there concerns about the luxury consumer?

9:50: Are handbags really a good investment? Do they go up in value?

12:40: ITM Mailbag: Is a Lady Dior bag a good investment? Will it hold its value?

14:30: Which Fendi Peekaboo would Maggie recommend?

15:30: Is Louis Vuitton making a comeback?

17:00: Have purse manufacturing standards changed amid consolidation in the industry?

18:30: Can more affordable luxury brands be investable? 

22:00: Is it better to buy Chanel new or preloved?

24:15: Pro Picks: 3 Designer Bags Worth the Investment  

Sponsors

This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future.

Learn more at: bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

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Follow Maggie: https://www.instagram.com/maggieadhami/?hl=en

Follow ShopThing: https://www.instagram.com/shopthing/

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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

Everything you thought you knew about the stock market is changing. David Burrows, Chairman & CIO of Barometer Capital Management tells In the Money with Amber Kanwar it's time to end the love affair with the MAG 7 tech giants, as he predicts that tech will no longer lead the market. He also shares why we've reached the end of U.S. market exceptionalism—and why that's a good thing for Canadian stocks. Tune in to find out which stocks he's buying right now, and what key factors he looks for when identifying the best investment opportunities. Whether you're an experienced investor or just getting started, you won’t want to miss this insight-packed discussion.

Subscribe for more expert stock picks, market insights, and the latest trends in finance!

Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show intro

01:45: David’s investment approach

03:15: David explains why there’s a shift in markets right now

08:20: How long will this market shift last?

10:20: What does the market shift mean for Canada?

11:40: Why David isn’t betting on tech

14:00: Why David is growing his cash position right now

15:30: In the Money Mailbag: David’s thoughts on grocers like Metro and what tariffs mean for them

21:00: David’s thoughts on Starbucks and its turnaround

22:10: Can Canada Goose go back to being a growth stock?

23:10: Why David likes TMX Group 

27:00: David’s outlook on copper and Ivanhoe Mines

29:30: David’s outlook on Alamos Gold

33:10: David’s thoughts on dividend paying stocks

35:00: What does David think about Bank of New York Mellon?

36:45: David’s Pro Picks

46:00: Goodbye & Coming up 

Sponsors

This episode is sponsored by BMO InvestorLine.Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

 

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

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Follow David:

X: https://x.com/barometerca

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.

BMO DISCLAIMER 

Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.

 

The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

Ignore the noise—focus on great businesses! That’s the core investment philosophy of Paul Harris, Portfolio Manager at Harris Douglas Asset Management. In this episode of In the Money with Amber Kanwar, Paul breaks down why holding high-quality companies for the long term is the best way to generate strong returns. But finding those businesses? That’s the real challenge. 

Tune in as Paul reveals the stocks he’s buying right now and the key factors he looks for when picking winning investments!

Subscribe for more expert stock picks and market insights!

#Investing #StockMarket #Finance #LongTermInvesting

Recorded on: Monday March 3rd, 2025

Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show intro

01:30: Paul talks Trump’s tariffs

6:30: How Paul structures the portfolio 

11:45: How to find the best stocks on the planet like Warren Buffett

16:20: In the Money Mailbag: Paul’s take on TD Bank and what tariffs mean for the Canadian banking sector

20:00: Why Paul still likes Novo Nordisk

24:15: Paul’s thoughts on Target, Costco and retailers

29:35: What Paul thinks about renewable names like Brookfield Renewable and Canadian Solar

33:35: Is Hershey a buy for income and capital preservation?

37:20: Paul’s thoughts on Meta’s valuation

40:10: Why Paul thinks Nvidia is a great business

43:05: Paul’s Pro Picks

Sponsors

This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future.

Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way.

Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney  for more information

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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.

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The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.