The final Fed decision of 2025 may set the tone for the entire 2026 market — and today on In the Money with Amber Kanwar, portfolio manager Brianne Gardner joins Amber to break down what really matters for investors right now. From earnings strength to sector rotation to how much weight you should put on Powell’s language ahead of a potential Fed chair transition, Brianne lays out her top-down roadmap for the year ahead.
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Three Market Darlings to Buy on the Dip
1. Capital Power (TSX: CPX)
- Recent pullback on Alberta power-price worries and higher financing costs creates a compelling long-term entry point in one of Canada’s major independent power producers
- Shifting to cleaner, modern natural-gas and renewable generation while locking in long-term contracts that deliver resilient, dependable cash flow
- Balance sheet is strengthening and key growth/re-powering projects are moving forward — analysts see solid value in the clean-energy transition story
2. TMX Group (TSX: X)
- The “backbone of Canada’s public markets” has drifted ~10% from highs — Brianne sees this as a classic “buy the darling on a dip” opportunity
- Business has evolved far beyond just listings: data & analytics now 42% of revenue and growing double-digits; derivatives trading also accelerating → earnings far more resilient than IPO volumes
- Diversified revenue streams (data is the new moat) position TMX perfectly for the next 12–24 months when proprietary data becomes even more valuable
3. Meta Platforms (NASDAQ: META)
- Used the recent pullback to aggressively add to the position — still ranks 9/10 fundamentally in her model
- Core advertising business continues to fire on all cylinders, powered by AI-driven recommendations and exploding Reels engagement across billions of users
- Analysts see ~25% upside (average price target ~$839) — one of the few mega-cap growth names still offering meaningful expected return
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DISCLAIMERS: This text AI generated, human edited. 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.
