Episode Details

If you're looking to build a portfolio for the next decade—not chase yesterday's winners—Garey Aitken says it's time to get much more selective. Canada's rally may not be over, but after one of the strongest runs in years, finding value has become much harder. The Head of Canadian Equities at Franklin Templeton's ClearBridge Investments joins Amber Kanwar to explain where he's taking profits, why he still likes energy, and the overlooked companies he believes could be the market's next winners.

In the mailbag, Garey weighs in on viewer questions about Intact Financial (IFC), CGI (GIB.A), Shopify (SHOP), TMX Group (X), and Metro (MRU). He shares his outlook on AI disruption across Canadian companies, explains why some high-quality businesses may be getting punished too severely, and discusses which names he'd still buy, hold, or avoid at today's prices.

In Pro Picks, Garey revisits his previous top ideas—including Canadian Natural Resources (CNQ), Canadian National Railway (CNR), and Fortis (FTS)—before revealing three new high-conviction opportunities: Boyd Group Services (BYD), Stantec (STN), and Thomson Reuters (TRI). These are companies he believes have been unfairly sold off, offering investors the chance to buy quality businesses without falling into the trap of chasing expensive momentum stocks.

Timestamps

00:00 Trailer
02:20 Intro
03:45 These are the golden years, but borrowing from the future
06:30 Is Garey taking profits and the anatomy of the rally
09:00 Why Garey is a little nervous about his bank exposure
11:30 Garey called the energy bottom, is the reward still there? 

15:00 Hamilton’s Enhanced Mixed Asset Allocation ETF- MIX
17:00 ITM Mailbag- Intact Financial stock (IFC)
19:30 CGI Group stock (GIB.A)
24:00 Shopify stock (SHOP)
27:40 TMX Group stock (X)
30:45 Metro stock (MRU)
35:00  Garey’s Past & Pro Picks (CNQ, CNR, FTS, BYD, STN, TRI)

For 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 information

The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ 

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DISCLAIMERS 

The content 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 this episode we discuss Intact Financial, Canadian National Railway and Canadian Natural Resources which are all stocks Amber owns.

Hamilton ETFs Disclaimer

This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.

The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any man