The Canadian Investor 8 Stocks to Consider for Your TFSA in 2026
Jan 19, 2026
As TFSA room opens up for 2026, the hosts dive into eight intriguing stock options. They explore Thomson Reuters, facing AI disruption but with potential upsides. WSP Global shines as an engineering compounder linked to infrastructure growth. West Dome Gold is noted for its unusual valuation amid Canadian gold production. The hosts discuss Teck Resources, tapping into copper's electrification demand. They also highlight a subprime lender's rapid growth alongside regulatory risks and Zoom's strong cash flow despite stiff competition. A diverse lineup for informed investing!
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Proprietary Data Protects Thomson Reuters
- Thomson Reuters owns proprietary, hard-to-replicate datasets that remain valuable despite AI fears.
- Simon Belanger argues Reuters can build tailored LLMs on its own data to preserve its subscription moat.
WSP Rides Infrastructure Tailwinds
- WSP Global benefits from secular infrastructure and energy grid spending with a record backlog.
- Braden Dennis warns valuation is premium and size may pressure future organic growth.
Smaller Gold Producer With Strong Margins
- West Red Lake (West Dome) is a Canadian-focused gold producer with low AISC at its Eagle River mine.
- Simon notes the company is debt-free with high operating margins but remains volatile and underfollowed.