Episode Details

Braden Dennis returns to The Canadian Investor as Simon and Dan look beyond the handful of mega-cap stocks driving much of today’s market and ask a simple question: where can investors still find value? With more than 100 S&P 500 companies sitting in corrections despite strong headline index returns, they discuss how extreme market concentration is creating opportunities away from the obvious AI winners. The conversation covers beaten-down apartment REITs, engineering firms trading at unusually low valuations, utilities, healthcare and several long-term compounders that have fallen out of favour. They also discuss why AI could actually become a tailwind for companies like WSP and Intuitive Surgical rather than a threat, and why investors shouldn't assume every cheap stock is automatically a bargain. 

Finally, they look at FICO’s massive buybacks, a new wave of private-equity firms buying yesterday’s internet darlings at steep discounts, and the widening generational wealth gap between younger and older households. 

Stocks discussed: WSP.TO, STN.TO, ISRG, FICO, LULU, PEP, ADBE, FTS.TO

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