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Stocks wonder about neutral rate, Cenovus buys Athabasca, Suncor sells offshore assets, Brazil equities surge, Vistra gets a cheque

▶  WATCH THE FULL EPISODE Rising interest rates have punished real estate stocks and left investors wondering: Is real estate dead money? Jeff Olin, President & CEO and Portfolio Manager at Vision Capital Corporation, says absolutely not. While higher rates matter, he argues that supply and demand ultimately matter more—and that today’s disconnect between public […]

Stocks higher, LNG expansion, Canadian GDP, AMD’s big deal, Anthropic IPO details

▶  WATCH THE FULL EPISODE The energy trade has already delivered big gains—but David Szybunka says the cycle is far from over. The opportunity is simply changing. David Szybunka, Senior Portfolio Manager & Managing Director of the Energy Team at Canoe Financial, joins Amber Kanwar to explain why he believes energy has entered the “optimism” […]

Stocks under pressure, AI stocks fall, GO Residential cut to sell, Slate Grocery REIT deal, MongoDB plunges

▶  WATCH THE FULL EPISODE Caution isn’t stopping Gordon Reid from finding opportunities. The President & Chief Investment Officer of Goodreid Investment Counsel Corp. is getting more defensive as markets contend with higher interest rates, inflation and geopolitical uncertainty—but he’s not taking his chips off the table. Looking to invest in high-quality companies without high […]

Stocks find footing, Costco beats, Akamai soars, QSR downgraded, MGM turns deal around

▶  WATCH THE FULL EPISODE Caution isn’t stopping Gordon Reid from finding opportunities. The President & Chief Investment Officer of Goodreid Investment Counsel Corp. is getting more defensive as markets contend with higher interest rates, inflation and geopolitical uncertainty—but he’s not taking his chips off the table. Looking to invest in high-quality companies without high […]