With a more dovish interest rate environment on the horizon, we're talking about Canadian real estate stocks that could be poised for a rebound. This week, we analyze two underrated REITs with strong fundamentals and potential upside.

Jon Brown looks at Canadian Apartment Properties REIT (TSX: CAR.UN), one of Canada's largest residential landlords. He explores how its strategic acquisitions in unregulated markets and a stock price trading below fair value create a compelling opportunity for both growth and income. Then, Trevor Abes dives into BTB REIT (TSX: BTB.UN), a diversified commercial REIT whose market capitalization is trading at a significant discount to its property values, creating a potential 40%+ margin of safety for value investors.

This Episode's Picks:

Canadian Apartment Properties REIT (TSX: CAR.UN): A large-cap residential REIT with a stable monthly dividend, a strategic focus on high-demand markets, and a stock price that analysts believe is trading 20% below fair value.

BTB REIT (TSX: BTB.UN): A diversified commercial REIT (industrial, office, retail) with a proven track record of profitability and a deep value proposition, trading at a significant discount to its net asset value.

Topics Discussed:

Further Reading & Resources:

Follow The Podcast:

Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we're talking about companies specializing in green construction and infrastructure that are helping to expedite the energy transition. We analyze two Canadian leaders with very different roles in building a sustainable future.

Jon Brown looks at Bird Construction (TSX: BDT), a century-old company that is now a leader in sustainable development, with major contracts to build everything from green military housing to net-zero chemical plants. Then, Trevor Abes dives into Boralex (TSX: BLX), a major independent renewable energy producer whose strong growth and profitable history seem disconnected from its lagging stock price, presenting a compelling contrarian opportunity.

This Episode's Picks:

Topics Discussed:

Further Reading & Resources:

This week’s picks: TSX:BDT | TSX:BLX

Follow The Podcast:

Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we're diving into the world of flow-through shares—a unique Canadian investment that offers the double benefit of equity in a mining company and a tax deduction. We're highlighting two junior miners currently raising capital through this method.

Jon Brown looks at First Lithium Minerals (CSE: FLM), an early-stage exploration company offering a ground-floor opportunity with its flow-through financing as it explores for gold, lithium, and other critical metals in Ontario. Then, Trevor Abes analyzes F3 Uranium (TSXV: FUU), a company that has already made a high-grade uranium discovery in the Athabasca Basin and is raising flow-through capital to further delineate what could be a world-class resource.

This Episode's Picks:

Topics Discussed:

Further Reading & Resources:

Follow The Podcast:

Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With tariff pressures and interest rate uncertainty creating a rocky economy, we're analyzing two solid dividend-paying stocks that can help investors weather the storm.

Jon Brown looks at Exchange Income Corporation (TSX: EIF), a diversified company in aviation and manufacturing that stands out for its rare and reliable monthly dividend. Then, Trevor Abes dives into Medical Facilities Corporation (TSX: DR), a company that owns specialty surgical hospitals in the US and offers a very safe quarterly dividend backed by a low payout ratio and aggressive share buybacks.

This Episode's Picks:

Exchange Income Corporation (TSX: EIF): A diversified industrial company with predictable cash flow from niche operations and an attractive monthly dividend, making it a standout for income investors.

Medical Facilities Corporation (TSX: DR): An owner of specialty surgical centers in the US, offering a stable quarterly dividend, a strong balance sheet, and a commitment to shareholder returns through buybacks.

Topics Discussed:

Further Reading & Resources:

Follow The Podcast:

Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we're looking beyond Canada's Big Six to find value and growth in the small-cap banking sector. We analyze two profitable and growing institutions that are carving out their own successful niches in a competitive industry.

Jon Brown looks at Laurentian Bank (TSX: LB), a nearly 200-year-old institution that is undergoing a major digital transformation to compete in the modern era, all while offering a stable 6% dividend. Then, Trevor Abes dives into VersaBank (TSX: VBNK), a branchless, business-to-business fintech pioneer with an impeccable credit history, which is now expanding into the US and even issuing deposits on the blockchain.

This Episode's Picks:

Topics Discussed:

Further Reading & Resources:

Follow The Podcast:

Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we're diving into the world of ESG (Environmental, Social, and Governance) and exploring two different ways to build a values-based portfolio.

Jon Brown looks at the Wealthsimple North America Socially Responsible Index ETF (TSX: WSRI), a one-stop solution for investors looking to gain diversified exposure to a basket of ESG-screened companies. Then, Trevor Abes highlights Anaergia Inc. (TSX: ANRG), a pure-play renewable natural gas technology company that is demonstrating explosive growth with a massive backlog of new contracts, including its largest to date.

This Episode's Picks:

Wealthsimple N.A. Socially Responsible Index ETF (TSX: WSRI): A diversified ETF offering exposure to socially responsible companies in Canada and the US, excluding sectors like fossil fuels, weapons, and tobacco.

Anaergia Inc. (TSX: ANRG): A global leader in converting organic waste into renewable natural gas (RNG) and other sustainable solutions, showing strong revenue growth and a rapidly expanding contract backlog.

Topics Discussed:

Further Reading & Resources:

Follow The Podcast:

Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the US on the verge of potentially reclassifying cannabis as a less dangerous drug, we're analyzing how two of Canada's largest cannabis companies are positioned to capitalize on this historic shift.

Jon Brown dives into Canopy Growth (TSX: WEED/NASDAQ:CGC), exploring how its unique "Canopy USA" structure gives it a direct line into the American market, making the potential policy change a massive catalyst. Then, Trevor Abes highlights the impressive financial turnaround at Aurora Cannabis (TSX: ACB), arguing that its recent string of profitable quarters and positive free cash flow make it a compelling value play, especially as its stock price has yet to reflect its success.

This Episode's Picks:

Canopy Growth Corp. (TSX: WEED / NASDAQ: CGC): A major cannabis producer strategically positioned through its Canopy USA holdings to immediately benefit from the potential reclassification of cannabis in the United States.

Aurora Cannabis Inc. (TSX: ACB): The world's largest medical cannabis company, which has successfully executed a financial turnaround to achieve consistent profitability and positive free cash flow, creating a potential value opportunity.

Topics Discussed:

Further Reading & Resources:

Follow The Podcast:

Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In a time of economic uncertainty, investors are seeking resilience and reliability. This week, we analyze two Canadian defensive stocks from essential industries that are built to withstand market volatility.

Jon Brown looks at Magellan Aerospace (TSX: MAL), a classic low-volatility defensive stock whose critical components for the aerospace and defense sectors are in constant demand, leading to an 88% year-to-date return. Then, Trevor Abes dives into ATS Corp. (TSX: ATS), a global leader in automation solutions, arguing its "evergreen" value proposition is fueled by long-term trends like labor shortages and reshoring.

This Episode's Picks:

Magellan Aerospace Corporation (TSX: MAL): A leading Canadian aerospace and defense company with a low-beta stock, offering investors stability, consistency, and a history of outperforming the market.

ATS Corp. (TSX: ATS): A top automation solutions provider whose technology is essential for companies looking to counteract labor shortages and increase efficiency, giving it a long runway for profitable growth.

Topics Discussed:

Further Reading & Resources:

Follow The Podcast:

Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Bank of Canada and the US Federal Reserve holding interest rates steady, the calm may not last. This week, we analyze two different companies that make a strong case for being "rate-insensitive" and can enhance portfolio returns in any economic environment.

Jon Brown looks at Andlauer Healthcare Group (TSX: AND), a logistics company whose essential, highly regulated services make it a classic defensive play, with the added intrigue of a potential buyout from a UPS affiliate. Then, Trevor Abes dives into luxury brand power with Canada Goose (TSX: GOOS), exploring how its premium parkas give it the pricing power to weather economic storms and thrive.

This Episode's Picks:

Andlauer Healthcare Group Inc. (TSX: AND): A defensive healthcare logistics company whose services are essential regardless of economic cycles. The stock's valuation is also supported by a potential acquisition by an affiliate of UPS.

Canada Goose Holdings Inc. (TSX: GOOS): The iconic luxury outerwear brand whose pricing power and strong brand identity have allowed it to deliver consistent revenue growth, making it resilient to economic pressures.

Topics Discussed:

Further Reading & Resources:

Follow The Podcast:

Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we're focusing on the ever-growing security sector and highlighting two Canadian companies with very different approaches to keeping us safe.

Jon Brown looks at Sekur Private Data (CSE: SKUR), a cybersecurity company offering a suite of encrypted communication tools hosted on private Swiss servers, making it a pure-play on digital privacy. Then, Trevor Abes profiles Xtract One Technologies (TSX: XTRA), a company using AI-enabled screening solutions to protect high-traffic venues like stadiums and arenas from physical threats.

This Episode's Picks:

Sekur Private Data Inc. (CSE: SKUR): A cybersecurity and internet privacy provider offering encrypted email, messaging, and VPN services hosted entirely on non-Big Tech Swiss servers.

Xtract One Technologies Inc. (TSX: XTRA): A security technology company providing AI-powered patron screening solutions for threat detection in stadiums, arenas, and other large venues.

Topics Discussed:

Further Reading & Resources:

Follow The Podcast:

Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.