In the Money with Amber Kanwar

While everyone’s chasing the next tech trend, Kelsey Dunwoodie is digging where Canada’s real wealth—and entrepreneurial spirit—lies: in the ground. On this episode of In the Money with Amber Kanwar, the Deans Knight Capital Management portfolio manager lays out the bullish case for Canada’s great resource comeback. From gold miners to natural gas producers, she argues the next wave of growth will come from small and mid-cap companies built by hands-on founders who’ve weathered every boom and bust.She breaks down why gold producers are flush with cash, how energy companies are positioning for the next upcycle, and why she’s steering clear of the rare earths hype—for now. Kelsey fields questions across the resource landscape. She explains why she once owned Foran Mining (FOM.TO) but now prefers Taseko Mines (TKO.TO) for its consistent operations and better valuation. In forestry, she’s staying loyal to West Fraser Timber (WFG.TO), praising its management and ability to outperform through any housing cycle. On royalties, she says Franco-Nevada (FNV.TO) and Wheaton Precious Metals (WPM.TO) are proven powerhouses but highlights Topaz Energy (TPZ.TO) in the energy space. She also discusses Osisko Metals (OM.TO) and its Gaspe Copper Project, calling it a story to watch, and points to Equinox Gold (EQX.TO) as her largest gold position—a miner shifting from spending to strong cash generation. Dunwoodie closes the show with three under-the-radar Canadian resource stocks she believes are set to outperform. Champion Iron (CIA.TO) leads the list, an iron ore miner entering a new phase of higher-margin, low-carbon production. She names Denison Mines (DML.TO) as her favorite way to play the uranium boom and global nuclear buildout. And rounding it out, Paramount Resources (POU.TO)—a family-run natural gas producer growing more than 20% a year without needing to raise a dime.Timestamps00:00 Show intro 02:30 How Kelsey got into resource investing03:30 Why resources? It’s Canada’s Silicon Valley 07:10 What dedication really means!08:30 The gold rally & gold producers 14:10 A new wave of M&A in the gold space17:10 Why Kelsey likes both oil & gas 20:30 Energy small-caps are disappearing22:00 Rare Earths, Lithium and figuring out a pathway to a final product29:30 ITM Mailbag: Foran Mining stock (FOM)32:55 The Lumber market & West Fraser Timber (WFG)39:10 Wheaton Precious Metals & Franco Nevada, Topaz Energy43:15 Osisko Metals (OM)46:10 Equinox Gold (EQX)50:40 Pro Picks (CIA, DML, POU)1:04:40: ETF Minute: Middlefield’s Healthcare Dividend ETF (MHCD.TO)SponsorsFor 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 informationETF Minute is brought to you by Middlefield. Find out more about the Middlefield Healthcare Dividend ETF here: https://middlefield.com/funds/exchange-traded-funds/healthcare-dividend-etf/Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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.MIDDLEFIELD DISCLAIMER Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.This material has been prepared for informational purposes only without regard to any particular user's investment objectives or financial situation. This communication constitutes neither a recommendation to enter into a particular transaction nor a representation that any product described herein is suitable or appropriate for you. Investment decisions should be made with guidance from a qualified professional. The opinions contained in this report are solely those of Middlefield Limited (“ML”) and are subject to change without notice. ML makes every effort to ensure that the information has been derived from sources believed to be reliable, but we cannot represent that they are complete or accurate. However, ML assumes no responsibility for any losses or damages, whether direct or indirect which arise from the use of this information. ML is under no obligation to update the information contained herein. This document is not to be construed as a solicitation, recommendation or offer to buy or sell any security, financial product, or instrument.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. 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#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

In this special episode of In the Money with Amber Kanwar, taped live from Vancouver at Raymond James’ National Business Conference, Amber sits down with Larry Adam, Chief Investment Officer at Raymond James Financial, who oversees more than $1.5 trillion in assets. Larry shares why he’s still bullish on equities, why fundamentals—not feelings—drive his outlook, and why he believes this bull market has years left to run.They dig into it all — from AI’s staying power and rate cuts fueling growth, to whether gold’s rally has gone too far, and how fiscal policy, tariffs, and national security priorities are shaping markets. Larry also explains how investors should think about inflation, small caps, and the growing dominance of U.S. mega-cap tech — and where the next leg of market leadership could come from. Larry’s Pro Picks highlight the sectors he believes will drive returns through 2026: Technology, Industrials, and Healthcare. From the ongoing AI revolution and global defense spending to the demographic demand powering healthcare innovation, he breaks down why these areas could remain the cornerstones of investor portfolios in the next phase of the bull market.Larry strikes a confident but disciplined tone — reminding investors that while volatility may return, the long-term fundamentals remain strong. He’s staying the course, trusting the data over the noise, and betting that the best of this bull market is still ahead.Timestamps00:00 Show intro with Larry Adam, CIO, Raymond James01:10 Larry talks about his approach to investing02:40 Larry on the role of a CIO03:25 Larry’s 6900 target for the S&P 500 and why we’re only halfway through the bull market05:05 How to reconcile the market with the negative headlines07:30 Rates, inflation & tariffs09:45 Why Larry is more cautious on gold11:20 Larry’s comfort level with AI14:40 Tech and the S&P 50016:30 Broadening in the S&P 500 18:00 Larry on U.S. fiscal policy19:45 Why the World Cup, America’s 250th Anniversary and the U.S. Midterms will keep the economy on solid footing20:25 Tariffs and the lack of market reaction22:30 The Trump trade and understanding Trump’s strategic priorities26:45 Expectations for small caps30:50 Where does Larry get pushback?33:10 How does fixed income play a role in portfolios?35:10 Larry’s Pro Picks (tech, industrials, healthcare) SponsorsFor 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 informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. 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#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Can you really have it all — growth and income? Rob Lauzon, Chief Investment Officer at Middlefield, says yes. In this episode of In the Money with Amber Kanwar, he explains why dividend stocks are finally back in the spotlight — and why some of the biggest opportunities may be hiding in the most unloved corners of the market.From oil producers to pipelines and REITs, Rob breaks down where he’s finding value, yield, and upside in a market obsessed with AI. He shares his outlook on oil, gold, and the political shift that could breathe new life into Canada’s resource sector — and why he believes energy investors are entering a new era of disciplined balance sheets and shareholder returns.Amber and Rob tackle your questions on gold, pipelines (ENB, TRP, PPL), and energy names like Whitecap (WCP). They discuss possible tie-ups in the resource sector, with Rob suggesting a Barrick-Newmont deal could be a possibility. They also get into the outlook for REITs, from Dream Industrial (DIR.UN) to Northwest Healthcare (NWH.UN), and discuss whether Equitable Bank (EQB) has become a contrarian buy after its recent pullback.In Pro Picks, Rob shares three dividend-paying stocks that combine value, income, and serious upside — from Canadian Apartment REIT (CAR.UN) to Tourmaline (TOU) and U.S. regional bank Western Alliance (WAL). His theme this week? You can have it all — growth + income.Timestamps00:00 Show intro02:20 Rob’s investment style and where energy fits in04:30 The evolution of investing in energy 09:00 The politics question & the foreign investor question13:30 Do companies have conviction that things are really getting better in the oil patch?15:00 Oversupply and oil prices17:00 Why Rob is finding value & income in the energy sector21:10 What happens if the AI bubble bursts?22:10 ITM Mailbag: gold27:55 Pipeline & Royalty stocks (TOP, ENB, PPL, Southbow, Gibson)33:00 Whitecap Resources stock (WCP)32:35 Northwest Healthcare (NWH.UN)34:40 Dream Industrial REIT48:05: EQB stock41:00 Rob’s Pro Picks (CAR.UN, TOU, Western Alliance Bank)SponsorsFor 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 informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. 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#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

In a market obsessed with momentum and AI hype, Ryan Bushell is betting on something far less flashy — patience, discipline, and dividends. On this episode of In the Money with Amber Kanwar, the Newhaven Asset Management CEO proves that being a younger investor with an old-school mindset can still outperform. His focus: companies that can compound for decades, not just quarters.Bushell breaks down why rising power demand is reshaping the investment landscape and why “boring” sectors like utilities and infrastructure might hold the most exciting opportunities ahead. In the mailbag, he tackles listener questions on Canadian Natural Resources (CNQ.TO), he addresses the Cenovus–MEG–Strathcona saga, the Canadian banks, Thomson Reuters (TRI.TO), K-Bro Linen (KBL.TO), and Fortis (FTS.TO) — weighing where value still exists after record highs.And in Pro Picks, Bushell shares his favourite long-term compounders hiding in plain sight: Pembina Pipeline (PPL.TO), ARC Resources (ARX.TO), and Brookfield Infrastructure (BIP.UN) — steady names built for investors who’d rather win slowly than chase the next flashy thing.Timestamps00:00 Show intro  02:00 Ryan’s conservative approach to investing and forming his style during the GFC 07:40 Starting Newhaven Asset Management  10:40 Ryan’s view of the current market 13:10 Can you be bearish on AI spending but still like some of the sectors involved  17:05 Ryan’s view on gold  20:20 Why Ryan is sitting on cash right now  23:10 ITM Mailbag: CNQ stock  29:00 Canadian banks  32:25 Thomson Reuters stock (TRI)  35:00: K-Bro Linen stock (KBR) 38:40 Fortis stock (FTS) 42:40 Ryan’s Pro Picks (PPL, ARX, BIP.UN)SponsorsFor 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 informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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.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#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Craig White, Senior Wealth Advisor at Plena Wealth, shares insights on the current market paradox where stocks hit record highs amid investor anxiety. He discusses his 'core vs explore' portfolio strategy to navigate emotional investing. Highlighting the strength of Canadian banks like TD and RBC, he explores their growth drivers. Craig also dives into gold's volatility, Netflix's content strategy, and why he's bullish on Nike, Intact Financial, and Tourmaline as key investment opportunities. Tune in for unexpected market wisdom!

“The best of the bull market is still ahead of us.” That’s how Nick Griffin, Founding Partner and CIO of Munro Partners, sees it. The Australia-based global growth investor joins In the Money with Amber Kanwar to explain why the AI boom isn’t a bubble — it’s the start of a once-in-a-generation expansion. Griffin says we’re only in year three of a bull market that could last a decade, with trillions of dollars still to be spent building the infrastructure for artificial intelligence. From data centers and chipmakers to clean energy and sports entertainment, he breaks down where the biggest opportunities lie — and why staying optimistic could be the smartest move in markets right now.He also weighs in on the U.S.–China trade war, why Taiwan Semiconductor (TSM) is both a risk and an opportunity, and how global tensions could shape the race to dominate AI.In the Mailbag, Amber and Nick dive into listener questions on some of the world’s biggest growth names — including Shopify (SHOP) and its OpenAI partnership, Salesforce (CRM) and its fight to stay relevant, Intuitive Surgical (ISRG) as an AI-in-healthcare leader, and why Mastercard (MA) continues to beat every disruption story thrown its way. Griffin also explains why Constellation Energy (CEG) has become an unlikely growth stock, and what he admits he got wrong about Palantir (PLTR).In Pro Picks, Griffin shares his three highest-conviction ideas: Nvidia (NVDA), still his top holding even after its massive run; Contemporary Amperex Technology (CATL), the battery giant powering the clean-energy transition; and TKO Group (TKO), the UFC–WWE parent company capitalizing on the unstoppable rise of live sports.Timestamps00:00 Show intro03:30 Why Nick thinks the best of the bull market is still in front of us05:20 Comparing the AI revolution to the first time you got an iPhone06:50 Is it valid to compare this time to the dotcom bubble? 08:20 Nick is in the camp this is a boom, don’t be scared of the boom 10:20 What about the circular nature of some of these AI deals?11:50 Why Nick listens to everything Nvidia’s Jensen Huang says15:50 How Nick handled the downturn in 202218:00 What about U.S.-China tensions and what that means for the AI revolution19:25 Why AI is just one-third of Nick’s global growth fund. Why he’s focused on climate and sports too22:25 ITM Mailbag: Shopify (SHOP) stock25:25 Taiwan Semiconductor (TSMC) stock28:30 Salesforce stock (CRM)31:00 Nick’s thoughts on quantum33:25 Intuitive Surgical stock (ISRG)35:40 Visa & Mastercard stocks (V, MA)38:30 Constellation Energy stock (CEG)40: 50 Palantir stock (PLTR)42:45 Nick Griffin’s Pro Picks (NVDA, CATL, TKO)SponsorsFor 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.This segment has been paid in part by CI Global Asset Management. Find out more at: https://www.cifinancial.com/ci-gam/ca/en/index.htmlPro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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.This segment of “In the Money" with Nick Griffin ” has been paid in part by CI Global Asset Management. This podcast is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or construed as an endorsement or recommendation of any entity or security discussed. Investors should seek the advice of professionals prior to implementing any changes to their investment.  The opinions expressed in the communication are solely those of the author(s) and are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. The author and/or a member of their immediate family may hold specific holdings/securities discussed in this podcast. 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Although the forward-looking statements contained herein are based upon what CI Global Asset Management and the portfolio manager believe to be reasonable assumptions, neither CI Global Asset Management nor the portfolio manager can assure that actual results will be consistent with these forward-looking statements. Certain statements contained in this podcast are based in whole or in part on information provided by third parties and CI Global Asset Management has taken reasonable steps to ensure their accuracy. 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Mike Rose built Tourmaline into Canada’s largest natural gas producer — and he’s not done yet. In this episode of In the Money with Amber Kanwar, the veteran energy executive explains how Tourmaline went from zero to industry leader, why he’s betting on LNG exports, and what AI and data centres mean for the future of natural gas demand. Rose breaks down the current slump in Alberta gas prices — and why he thinks a turnaround is just weeks away. He also defends Tourmaline’s ambitious capital spending plans, shares what the market is missing about their long-term strategy, and reveals how the company keeps rewarding shareholders with those famous special dividends.From the electrification boom to the global LNG race, Rose lays out why he believes Canada is finally on the path to becoming an energy superpower — and what it will take to get there.Don't miss this interview if you want an inside look at the strategy, vision, and staying power behind one of Canada’s great energy success stories.Timestamps00:00 Show intro01:50 Tourmaline’s origin story05:30 Tourmaline’s edge over other nat gas players07:50 Why Mike thinks nat gas prices will move up in a few weeks13:50 What’s Canada doing on the LNG front?15:00 The global gas market17:00 Tourmaline’s space in the market20:55 Tourmaline’s spending plans28:13 Cross Border Investing with Darren Coleman from Portage Wealth of Raymond James31:15 Mike on Tourmaline’s dividends33:15 Mike on deals in the oil & gas sector37:15 AI, gas demand and the future of the industry45:50 How can Canada be an energy superpower?50:00 Mike says foreign players are getting more interested in Canada51:20 What needs to change for Canada and Canadian gas producers53:50 The reality of the Canada/U.S. energy relationship55:50 What’s next for Mike Rose and his vision for Tourmaline SponsorsFor over 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 informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. 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.#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Wall Street meets real talk in this week’s In the Money with Amber Kanwar, featuring none other than Downtown Josh Brown — the CEO of Ritholtz Wealth Management, CNBC regular, and host of the hit podcast The Compound and Friends. From surviving the chaos of the 2008 financial crisis to building a wealth management firm with billions under management, Josh shares how storytelling, not spreadsheets, shaped his investing journey.Amber and Josh dig into today’s market vibes — from AI-fueled rallies to why valuations “don’t have to rhyme with 2000.” Josh tells us how he thinks about managing risk, and what he really thinks about gold, tariffs, and America’s new brand of “mercantilism.” Importantly he tells our listeners to stay invested, diversify and offers his most important rule: shut the f**k up! In Pro Picks, Josh opens up his own portfolio and explains why his biggest bet is on Uber (UBER) — the “cheapest large-cap tech stock,” and his play on the future of autonomous delivery and driverless mobility. He’s also adding to Amazon (AMZN), confident that its partnership with Anthropic and growing cloud presence will make it a bigger AI winner than investors realize. Then there’s Rocket Companies (RKT), which he calls a top way to play a housing rebound and the refi boom he expects once rates fall. And finally, Toast (TOST) — his pick for the restaurant tech revolution, building a sticky ecosystem from payments to payroll that could make it the “Amazon of hospitality.”Timestamps00:00 Show intro02:00 Downtown Josh Brown tells us how he he fell in love with the stock market05:30 Why Josh started the blog The Reformed Broker, and how it changed his life 08:30 It’s hard to remind yourself that history doesn’t repeat10:30 Is Josh worried right now?13:00 Where does the market go from here? The mean reversion you’re waiting for isn’t going to happen17:00 Stay invested, respect trend and shut the f**k up20:40 Why Josh & Ritholtz make tailored, bespoke portfolios for clients23:40 What is the gold rally telling Josh?33:15 Cross-Border investing with Raymond James35:35 What does Josh think about Canada? He loves it37:55 Why Josh thinks the most dangerous place to be is a shareholder in the biggest company in Canada40:05 Risk is to the upside when it comes to tariffs42:10 Josh says Trump is not a capitalist, he’s a mercantilist45:15 Josh’s Pro Picks (UBER, AMZN, RKT, TOST) SponsorsFor over 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 informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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.#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

In a market obsessed with AI and momentum trades, dividend investors are quietly cashing in. In this episode of In the Money with Amber Kanwar, Laura Lau, Chief Investment Officer at Brompton Funds, shares how she’s finding dividend income in a market chasing growth. With stocks at record highs, Lau explains how to balance yield, total return, and capital appreciation — and why dividend investing still has plenty of life left, from Canadian banks to European value plays.In the mailbag, Lau weighs in on Apple (AAPL) and its lagging AI story, the appeal of Enbridge (ENB) as a steady yield play, and why Imperial Oil (IMO) continues to outperform even in a range-bound oil market. She explains why she considers ExxonMobil (XOM) a long-term hold despite flat performance and also discusses Parex Resources (PXT) and the sustainability of its 8.5% yield. She doesn’t shy away from the tough calls — including her cautious take on BCE (BCE) after its dividend cut, and tells us why Quebecor (QBR.B) is her favourite name in the Canadian telco space. Plus, she highlights opportunities in Dollarama (DOL), the surprising growth name that keeps compounding returns, and breaks down how investors should think about preferred shares and split corps when building income-focused portfolios. For her Pro Picks, Lau goes global with three dividend-growth names she believes can outperform. Citigroup (C) is her U.S. financial pick, poised to benefit from deregulation, cost cuts, and share buybacks. In tech, she highlights Broadcom (AVGO) as a smart way to play the AI and semiconductor boom — with a lower valuation, higher yield, and steady dividend growth. And across the Atlantic, BAE Systems (BA-LON) stands out as a defense leader set to benefit from rising geopolitical spending and long-term global rearmament. Together, these stocks showcase how dividend investors can capture income, stability, and global growth — even in a market obsessed with the next AI winner.If you want to learn how to build a dividend portfolio for the next decade, this is one episode you don’t want to miss.Timestamps00:00 Show intro02:15 Let’s talk about dividends and Laura’s approach04:30 We’re in the first innings of the AI race05:55 Is it harder to find yield opportunities?07:00 Comparing European banks to Canadian banks 09:15 Cross Border Considerations with Darren Coleman from Portage Wealth of Raymond James12:00 ITM Mailbag: Apple stock (AAPL)13:35 Laura’s favourite oil, gas & pipeline dividend stocks  (ENB, IMO)17:50 Exxon Mobil stock (XOM)19:20 Parex Resources stock (PXT)20:55 Dollarama stock (DOL)22:20 BCE stock (BCE), Quebecor stock (QBR.B)24:45 Laura’s thoughts on preferred shares & split corps29:35 Laura’s thoughts on single stock covered call ETFs32:30 Laura’s Pro Picks (C, AVGO, BA-LON)SponsorsFor over 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 informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. 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#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Canadian stocks are hitting record highs, so where should investors look next? On this episode of In the Money with Amber Kanwar, veteran money manager Lyle Stein of Forvest Canada breaks down why he’s leaning into resource stocks and dividend payers as the backbone of a portfolio.From gold miners to pipelines to natural gas plays, Stein explains his “comfort, calamity and children” strategy for portfolio construction as a way to balance income, protection, and long-term growth. He shares why he’s cautious on Canadian banks, where he still sees opportunities in commodities like copper, uranium, and silver, and why dividend-paying stocks remain the vitamins every investor needs.In the mailbag, we tackle viewer questions on some of Canada’s biggest dividend and resource names. Stein shares his thoughts on insurers like Manulife (MFC.TO), pipelines including Pembina (PPL.TO), as well as REITs such as Primaris (PMZ.UN.TO). Lyle highlights large-cap gold leaders like Agnico Eagle (AEM), streamers such as Franco Nevada (FNV) and Wheaton (WPM), and why silver producers like First Majestic (AG) could be the next breakout. He also digs into Cameco (CCO) and its Westinghouse deal as a long-term nuclear power play, while eyeing Teck Resources (TECK) as a copper-driven transition winner.In Pro Picks, Stein reveals his highest-conviction dividend and resource stocks right now: Peyto Exploration (PEY.TO) for natural gas exposure, Sprott Inc. (SII.TO) as a leveraged play on gold, silver, and uranium, and First Majestic Silver (FR.TO) as a way to capture the silver rally.Timestamps00:00 Show intro01:50 What is Lyle’s style of investing? Vitamins for your portfolio04:50 Portfolio construction: Comfort, Calamity, Children 07:15 Markets are at all-time highs. Is this time different?10:35 Canadian stocks are back. Is there still value or opportunity?15:55 What is Lyle doing in the portfolio?20:00 ITM Mailbag: Lyle’s best pick in insurance: Manulife stock (MFC.TO)21:00 Pipelines for yield: Pembina Pipeline (PPL.TO)24:50 Why Lyle doesn’t own any REITs right now, but he’s eyeing Primaris (PMZ.UN)27:00 Teck Resources stock (TCK.B) 29:00 Nat gas stocks (TOU)32:20 Gold & Mining stocks (AEM, WPM, FNV)37:20 Uranium & Cameco stock (CCOl)39:15 Constellation Software (CSU)41:10 Lyle’s Pro Picks (PEY, SII, AG)50:35: ETF Minute: Hamilton ETFs HEB & HCAL SponsorsFor over 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 informationETF Minute is brought to you by Hamilton ETFs. Find out more about HEB & HCAL at hamiltonetfs.com Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. 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#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews