The Canadian Investor

Is it Time To Invest in These 13 Under Pressure Stocks?

Mar 31, 2025

Explore the recent market fluctuations within the transportation and logistics sectors, revealing potential investment opportunities amid volatility. The podcast dissects the challenges facing major companies, from Nike's steep stock decline to the complex landscape of Canadian politics affecting trade. A unique stock evaluation framework highlights the importance of identifying strong investment candidates. Plus, learn about the performance discrepancies between TSX-60 and S&P 500, and uncover insights on managing investments during uncertain times.

52:10

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Quick takeaways

Market fluctuations in transportation and logistics may create unique buying opportunities for undervalued companies amid increasing macroeconomic uncertainties.

Upcoming Canadian federal elections might significantly influence domestic policies and economic conditions, emphasizing the importance of stable governance for investor confidence.

Deep dives

Nike's Stock Challenges

Nike's stock has seen a significant decline of 63%, raising concerns about its performance amidst increasing competition in the sneaker market. The company's recent earnings report led to a stark drop in stock price, revealing the impact of poor guidance and competition from emerging brands. Despite still generating substantial revenue, which was $30.5 billion from footwear last year, the company's slowing growth in this key segment raises red flags for investors. The conversation highlights how perception can shift dramatically, turning a once-thought blue chip stock into a subject of debate regarding its future viability.

Intro

3min

Navigating Challenges in Footwear Investment

4min

Investing in Uncertainty: Logistics and Freight Opportunities

13min

Navigating Political Turbulence in Canada

8min

TSX-60 vs S&P 500: Currency Impacts

4min

Stock Evaluation Framework

11min

Investment Fund Performance and Market Predictions

10min

In this episode of The Canadian Investor Podcast, we delve into the significant market fluctuations experienced since the beginning of the year, with a particular focus on the transportation and logistics sectors. Despite the prevailing macroeconomic uncertainties, these industries have faced notable drawdowns, potentially unveiling investment opportunities. We discuss 13 prominent companies within these sectors, examining their recent performance and assessing whether the current market sentiment presents a compelling case for investors to explore.

Tickets of stocks/ETFs discussed: CP.TO, CNR.TO, UNP, TFII.TO, R, ODFL, FDX, UPS, CJT.TO, XPO, GXO, 1919, MaerskB

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