Telcos emerging from the penalty box

Stocks are at record highs — so why does it still feel like everyone’s on edge? Amber Kanwar sits down with Craig White, Senior Wealth Advisor and Portfolio Manager at Plena Wealth which is part of Raymond James, to unpack what he calls “the most unloved bull market ever.” They dig into how to stay invested when anxiety is high, why sentiment and fundamentals are clashing, and how his core vs. explore framework helps take the emotion out of investing.

In the Mailbag, Craig tackles listener questions on key trades shaping the market right now. He explains why gold’s massive run might be due for a breather, even as the long-term bull case remains intact. He breaks down the surprising strength in the Canadian banks — from TD (TD.TO) and RBC (RY.TO) to the rest of Canada’s dividend heavyweights — and what’s really driving those stocks higher. He also weighs in on whether the telcos are finally coming out of the penalty box, with Rogers (RCI.B.TO) leading the charge, and gives his take on U.S. names like Netflix (NFLX), Tesla (TSLA), and Intel (INTC). And yes — he even weighs in on Pool Corp (POOL) and what investors can learn from Warren Buffett’s latest buy.

In Pro Picks, Craig shares three of his top ideas for the months ahead. He’s buying Nike (NKE) as a turnaround story that’s getting back to its core business. He sees Intact Financial (IFC.TO) as a steady, underappreciated compounder with world-class management. And he’s backing Tourmaline (TOU.TO) as the best way to play the coming demand for natural gas — and the energy needed to power the AI revolution.

Timestamps
00:00 Show intro 
 02:05 Investors are fearful but stock are hitting records, what’s going on? 
 04:20 Is credit quality still robust, what about the cracks in U.S. regional banks last week? 

06:00 Understanding Craig’s Core vs. Explore approach 
 10:10 This is a hated bull market 
 12:30 ITM Mailbag: gold stocks 
 16:30 TD Bank stock (TD) 
 24:20 Royal Bank stock (RY) 

27:20 Telcos & Rogers stock (RCI.B) 
 32:45 Netflix stock (NFLX)
 37:40 Tesla stock (TSLA) 
 40:50 Intel stock (INTC) 
 43:20 Pool Corp stock (POOL)
 46:30 Craig’s Pro Picks (NKE, IFC, TOU)

Sponsors
For 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.

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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.

Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization ("CIRO") and is a Member of the Canadian Investor Protection Fund.

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

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