In a special head-to-head episode, we compare two of the biggest names in aviation: Boeing and Bombardier.

Jon Brown walks through the long list of "dumpster fires" at Boeing (NYSE: BA), from whistleblower deaths and stranded astronauts to doors flying off mid-flight. He then explores the perplexing question of why, despite the endless controversy, its stock continues to perform well.

In stark contrast, Trevor Abes details the impressive operational turnaround at Bombardier (TSX: BBD.A/B). He highlights how the company, after shedding its train business, has become a model of discipline with growing revenue, strong profitability, and a clear vision for the future in business aviation and defense.

This Episode's Stocks:

The Boeing Company (NYSE: BA): The aviation giant currently mired in controversy, yet its stock has remained resilient. Its future is tied to major defense contracts like the next-generation F-47 stealth fighter.

Bombardier Inc. (TSX: BBD.A/B): A model of a successful corporate turnaround, now focused exclusively on its popular line of business jets. The company boasts strong financials, a healthy backlog, and a disciplined growth strategy.

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A multi-billion dollar mega-merger is brewing in the convenience store industry. Jon Brown dives into the news that Alimentation Couche-Tard (TSX: ATD) has signed an NDA to access the financial data of 7-Eleven's parent company, a critical step in a potential $47 billion takeover.

Then, Trevor Abes explores the high-stakes world of clinical-stage biotech. He profiles Theralase Technologies (TSXV: TLT) and its lead drug candidate, Ruvidar, which has shown incredible preclinical and clinical results against everything from bladder cancer to a host of viruses, representing a massive potential market.

This Episode's Picks:

Alimentation Couche-Tard (TSX: ATD): The global convenience store giant (owner of Circle K) that is pursuing a massive acquisition of 7-Eleven's parent company. A recent NDA signing is a key catalyst that could unlock value.

Theralase Technologies Inc. (TSXV: TLT): A clinical-stage pharmaceutical company whose lead drug, Ruvidar, has shown promise against numerous cancers and viruses. A high-risk, high-reward bet on a potential breakthrough in medicine.

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As rising prices and trade tariffs squeeze consumers, which discount retailers are thriving? Jon Brown compares the strong performance of Canada's Dollarama (TSX: DOL) against its struggling US counterparts, making the case for the clear market leader.

Then, Trevor Abes follows up on the US government's push to expedite critical mineral development. He highlights Standard Lithium (TSXV: SLI), a company whose project is on the government's priority list and whose assets have a potential value over 10 times its current market capitalization.

This Episode's Picks:

Dollarama Inc. (TSX: DOL): The leading Canadian discount retailer, which has demonstrated strong stock performance and growth, significantly outpacing its US competitors in the current economic environment.

Standard Lithium Ltd. (TSXV: SLI): A lithium development company whose high-grade Smackover project in the US is on a federal priority list. The company presents a deep value opportunity with a Net Present Value far exceeding its market cap.

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With the US administration proposing a record $1 trillion defense budget, where can investors find companies poised to benefit? Jon Brown looks at Liberty Defense (TSXV: SCAN), a high-tech security company whose AI-powered weapon screening technology, Hexwave, directly aligns with the government's focus on enhanced security.

Then, Trevor Abes explores a more data-driven way to invest in the crypto market. He makes the case for Galaxy Digital (TSX: GLXY), a diversified and profitable digital asset powerhouse, arguing that investing in such "picks and shovels" companies is a smarter way to gain exposure to the volatile crypto space.

This Episode's Picks:

Liberty Defense Holdings (TSXV: SCAN): A security technology company developing the AI-driven Hexwave system for concealed weapon detection. A high-risk play positioned to potentially benefit from increased government defense spending.

Galaxy Digital Holdings (TSX: GLXY): A major, profitable player in the digital asset space with diversified operations in trading, asset management, and Bitcoin mining, making it a "picks and shovels" investment on the entire crypto ecosystem.

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With trade tariffs dominating the headlines, how can investors position their portfolios? Jon Brown makes the case for Shopify (TSX: SHOP), arguing that the Canadian e-commerce giant's global footprint makes it a resilient choice in the current economic climate.

Then, Trevor Abes dives into a new policy proposal from the Conservative Party of Canada designed to streamline mining development. He highlights First Mining Gold (TSX: FF), a company on the government's list of essential projects, and explores the massive valuation gap between its market cap and its estimated $38 billion in in-ground precious metals.

This Episode's Picks:

Shopify Inc. (TSX: SHOP): The global e-commerce platform providing infrastructure to businesses in 175 countries. Its diversified revenue stream offers insulation from specific bilateral trade tariffs.

First Mining Gold Corp. (TSX: FF): A gold exploration and development company whose Springpole project is one of the largest undeveloped gold projects in Ontario. The stock presents a deep value opportunity, with a market cap that is a fraction of its in-ground resource value.

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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.

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In an episode of contrasts, we first look to the skies. With major defense and satellite contracts in the news, Jon Brown explores Telesat (TSX: TSAT), a Canadian-based global leader in satellite communications, and asks if a recent dip in its stock price presents a buying opportunity.

Then, we come back down to earth to analyze the tough Canadian cannabis market. Trevor Abes bypasses the big-name losers and instead uses Canndara Cannabis Inc. (CSE: CANB) as a case study. He explains what makes this small operator so profitable and why, due to a pending acquisition, it serves as a "blueprint" for what investors should look for in the sector, rather than a direct buy.

This Episode's Picks:

Telesat (TSX: TSAT): A global satellite operator with a next-generation Low Earth Orbit (LEO) network. Despite a recent dip in price, the stock is up 120% year-over-year, presenting a potential entry point for investors.

CASE STUDY: Canndara Cannabis Inc. (CSE: CANB): A highly efficient and profitable cannabis company focused on concentrates. Note: Canndara is currently under a binding offer to be acquired by Simply Solventless Concentrates (CSE: HASH). This segment analyzes why Canndara is successful as a model for future investments.

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After a last-minute pivot away from the volatile GameStop (GME), we explore a more diversified way to invest in the video game industry. Jonathon Brown makes the case for the Global X Video Games & Esports ETF (NASDAQ: HERO), highlighting key holdings like Take-Two Interactive, the creators of the highly anticipated Grand Theft Auto 6.

Then, with the US government issuing an executive order to expedite critical mineral development, Trevor Abes dives into a US-based graphite play. He explores Graphite One (TSXV: GPH) and its massive Alaskan deposit, which is strategically positioned to supply the booming lithium-ion battery market for electric vehicles.

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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.

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A looming trade war is pulling American liquor off Canadian shelves, creating a potential opening for domestic producers. Meanwhile, a major political shift is underway in Canada with former central banker Mark Carney taking over as Prime Minister and calling a federal election. What does this mean for investors?

In this episode, we explore the investment case for Corby Spirit and Wine (TSX: CSW.A) as it stands to benefit from a "buy local" push. Then, we analyze the policy leanings of the new Prime Minister and identify Cematrix (TSXV: CEMX), a green-focused cellular concrete company, as a potential beneficiary of his decidedly environmental agenda.

This Episode's Stock Picks:

Corby Spirit and Wine (TSX: CSW.A): A leading Canadian manufacturer and distributor of spirits and wine, reporting strong revenue and earnings growth as it gains domestic market share.

Cematrix (TSXV: CEMX): A profitable and growing North American provider of lower-cost, environmentally friendly cellular concrete, poised to benefit from a potential green infrastructure push.

Topics Discussed:

The impact of US-Canada trade tariffs on the liquor industry.

The investment implications of Mark Carney becoming Prime Minister.

Analyzing a politician's policy to find investment catalysts.

Finding value in a green energy stock that has seen its share price fall over 60%.

Further Reading & Resources:

Corby Spirit and Wine’s fiscal 2025 second quarter results

10 investment catalysts in Mark Carney’s Canada

This week's picks: TSX:CSW.A | TSXV:CEMX

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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.

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With geopolitical tensions rising, the European Space Agency is pushing for greater autonomy, creating new opportunities in the space sector. In this episode, Jonathon Brown dives into two Canadian space stocks positioned to benefit: an established industry leader and a high-risk, high-reward spaceport developer.

Then, Trevor Abes explains why broad market downturns are often the best time to hunt for value in small-cap stocks. He outlines a strategy for finding hidden gems and offers up a profitable North American manufacturer that he believes is trading at an excessive discount.

This Episode's Stock Picks:

MDA Space (TSX: MDA): The established Canadian leader in space robotics and satellite systems, well-positioned to capitalize on increased global investment in space and defense.

Maritime Launch Services (CBOE: MAXQ): A development-stage company building Canada's first commercial spaceport in Nova Scotia, offering a potential ground-floor opportunity for investors with a high risk tolerance.

Supremex (TSX: SXP): A profitable North American envelope and packaging manufacturer whose stock has fallen nearly 50% from its 5-year high, creating a potential value opportunity.

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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.

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In the debut episode of The 5-Minute Investor, we dive into two of the market's hottest sectors: Artificial Intelligence and the materials fueling the green energy transition.

Jon Brown looks at an AI company that's moving beyond the hype to solve real-world problems. He explores Verses AI (CBOE: VERS) and its new partnership to combat telecommunications fraud. Then, Trevor Abes makes the case for E3 Lithium (TSXV: ETL), arguing that the market has unfairly undervalued critical mining stocks, creating a potential opportunity for investors.

This Episode's Picks:

Verses AI (CBOE: VERS): An artificial intelligence company focused on building standards and tools for the next generation of the web, with a new partnership to apply its technology to fraud prevention.

E3 Lithium (TSXV: ETL): A lithium development company aiming to become a major supplier of battery-grade lithium, presenting a value play based on the thesis that mining stocks are currently undervalued.

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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.

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