In this episode of In the Money with Amber Kanwar, we sit down with Canadian hedge fund manager JF Tardif of Timelo Investment Management for an unfiltered, in-depth look at what stocks he’s buying and what he’s avoiding. From why he’s keeping equity exposure low despite market highs, to his skepticism around momentum stocks like Opendoor (OPEN) and Tesla (TSLA), Tardif lays out his fundamentally driven strategy in a market obsessed with hype.
In the mailbag, Tardif tackles questions on Altus Group (AIF.TO), InterRent (IIP.UN.TO), and Whitecap Resources (WCP.TO). He weighs in on high-flyers like Kraken Robotics (PNG.V) and MDA (MDA.TO), explains why he’s out of Well Health (WELL.TO), and shares his thoughts on Enterprise Group (E.TO) and bitcoin proxies like MicroStrategy (MSTR). And yes—he admits he gets stock ideas from this very podcast.
For his Pro Picks, Tardif shares three under-the-radar names: Total Energy Services (TOT.TO), a play on LNG growth; Calian Group (CGY.TO), a defense contractor poised to benefit from rising military budgets; and H&R REIT (HR.UN.TO), where activist pressure and a Blackstone offer could unlock value.
If you’re a fundamentally driven investor or just curious where smart money is looking next, this episode is for you.
