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In the Money with Amber Kanwar

In the Money with Amber Kanwar

De: Amber Kanwar
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 In the Money with Amber Kanwar brings you actionable ideas from top money managers to help you make profitable decisions. As one of Canada’s most recognizable business journalists and the former host of BNN Bloomberg’s Market Call, join Amber as her guests answer your questions on individual stocks and offer their best investment ideas.© 2025 Amber Kanwar Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • The Most Ignored Stocks in Canada — and Why That’s a Good Thing

    The Most Ignored Stocks in Canada — and Why That’s a Good Thing
    May 22 2025
    In this episode of In the Money with Amber Kanwar, we explore the often-overlooked world of small cap investing with David Barr, CEO of PenderFund. A seasoned investor since 2009, David explains why he remains committed to the space despite its volatility—and why it could be a hidden opportunity for patient investors.He unpacks the regulatory and structural shifts that have drained capital from small caps, from tighter advisor rules to the rise of private equity, and explains how this has created a contrarian edge.David also answers viewer questions on Thinkific (THNC), DentalCorp (DNTL), MDA Space (MDA), and Tantalus Systems (GRID), breaking down how each fits into his investment framework and what the market may be missing.And of course, no episode would be complete without David’s Pro Picks — his top small cap stocks to watch right now. He spotlights Kraken Robotics (PNG), a company that went from treasure hunting tech to supplying sonar and underwater batteries for military and energy sectors; Dye & Durham (DND), a legal software firm caught in corporate drama but still generating serious free cash flow; and TerraVest (TVK), an under-the-radar industrial that’s grown into one of Canada’s best-performing stocks — and may still have room to double again.Whether you're a small cap believer or just looking for smart investing ideas off the beaten path, this episode is packed with insights and analysis.Timestamps00:00 Show intro01:50 Amber & David Barr discuss the challenging environment for small-caps03:25 What’s the secret sauce of small-cap investing?07:20 Why is the small-cap sector so starved?10:00 Is there opportunity because there are so few small-cap investors? Is volatility opportunity?12:30 Why David thinks small-cap investors have to understand the macro because it drives volatility13:25 ITM Mailbag: What is Thinkific (THNC) in five years? Is it a scalable platform or a niche software business?18:30 Will we see a round of IPOs? What’s in the pipeline?19:20 What is David’s point of view on Lumine Group (LMN-TSX.V)?21:45 What are David’s thoughts on Tantalus Systems (GRID-TSX)? 25:30 Does David traffic in quantum stocks?27:05 David’s thoughts on aerospace company MDA Space (MDA-TSX)29:10 Does David like dentalcorp (DNTL-TSX)?31:30 David’s thoughts on goeasy (GSY-TSX) 33:40 David’s Pro Picks44:30 Goodbye & coming up SponsorsThis episode is sponsored by BMO InvestorLine. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For 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. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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.BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.In the Money delivers expert stock picks, market analysis, ...
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    45 m
  • Buying $1 for 60 Cents — Richard Fogler’s No-Hype Investment Strategy

    Buying $1 for 60 Cents — Richard Fogler’s No-Hype Investment Strategy
    May 20 2025
    Market swings? Tariffs? Recession fears? Richard Fogler doesn’t flinch. In this episode of In the Money with Amber Kanwar, Amber sits down with the cool-headed CIO of Kingwest & Company to unpack his no-nonsense investing strategy: buy great businesses at a discount—and hold.Fogler breaks down what he looks for in a company: resilience, unrecognized potential, and a clear path to value being realized—even if it takes years. He reveals the stock he’s held since the 1998 (hint: it started with a pool-cleaning side hustle and turned into a real estate powerhouse), why he believes TD Bank’s U.S. growth story is far from over, and why he’s not concerned AI is a threat to Google’s search business. Plus, don’t miss his latest Pro Picks: why Brookfield still looks undervalued, why Uber is just getting started, and how SmartCentres REIT is quietly unlocking big value through real estate development.Whether it's finding overlooked gems buried in plain sight or explaining why macro noise is mostly just that—noise—Fogler shares decades of experience in how to tune out the chaos and stay focused on fundamentals.Timestamps00:00 show intro03:10 Richard Fogler’s cool approach to investing05:40 What does it take to get into Richard’s portfolio?07:50 Fogler’s 50/50 approach to investing in the U.S. and Canada08:50 Why Richard doesn’t attempt to forecast11:00 How Richard chooses stocks as a value investor17:30 ITM Mailbag: Does Google (GOOG) have what it takes to compete in AI or will the search business be crushed?23:00 Richard’s thoughts on Canadian banks and TD after its money laundering scandal29:20 Richard’s thoughts on mining giants BHP & Rio Tinto (RIO)36:15 Why Richard thinks Walmart (WMT) is a great company but doesn’t own it 39:55 Richard on Costco (COST) vs. Amazon (AMZN)43:50 Richard Fogler’s Pro Picks Sponsors​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan. Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For 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. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information.Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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.BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#...
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    56 m
  • The Price of Admission: $50 Billion Manager Brent Joyce on Surviving Market Volatility

    The Price of Admission: $50 Billion Manager Brent Joyce on Surviving Market Volatility
    May 15 2025
    In this episode of In the Money with Amber Kanwar, Amber sits down with Brent Joyce, Chief Investment Strategist and Managing Director at BMO Private Investment Counsel, who oversees $50 billion in assets. They unpack the recent market volatility, driven largely by tariffs, and explore what investors need to know in a rapidly shifting macro landscape.Brent explains why sharp market corrections—like a 10% drop—are not only normal but the “price of admission” for equity investors. He draws insightful comparisons between today’s environment and past crises, making the case that what we’re experiencing now has more in common with COVID than with the dot-com bubble or the 2008 financial crisis. Rather than calling it American exceptionalism, Brent argues that it’s global business success simply headquartered in the U.S., and why that distinction matters.He also makes a strong case for Canadian equities, pointing to their global reach, attractive valuations, and solid dividends—arguing that Canada may be one of the most overlooked markets right now. On the fixed income side, Brent breaks down why bonds are still an essential part of a balanced portfolio, and he points out why the European market is one to watch but not get too carried away. Ultimately, Brent urges a defensive but steady approach: stay invested, stay diversified, and don’t let the noise knock you off course. If you want clarity, strategy, and perspective on where the markets might go next, this episode delivers.Timestamps00:00 Show intro01:20 Amber welcomes Brent Joyce 02:20 How did Brent know the market would rebound? 03:30 Why this time is more like the covid crash than the dot-com bubble or GFC 07:00 Why Brent believes in global exceptionalism not American exceptionalism09:00 Why Brent is still bullish on the U.S. market10:50 Is a recession on the horizon?13:15 Break: Amber speaks to the CEO of Raymond James Canada about how the company is helping clients navigate volatility and change15:35 Brent’s inflation expectations17:30 Is the Fed behind the curve?18:30 How will the trade war impact the Canadian economy?19:50 Pro Picks33:30 ETF Minute: CI’s new Solana ETFSponsors​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan. Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For 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. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information.ETF Minute is brought to you by CI Global Asset Management. Find out more about the new CI Galaxy Solana ETF here: https://funds.cifinancial.com/en/funds/alternative_investments/CIGalaxySolanaETF.html?currencySelector=1&seriesId=47440?cid=inthemoney_podcast_052025-en_CIGAMGalaxySolanaETF2025 = And learn more about CI’s digital assets here: https://www.cifinancial.com/ci-gam/ca/en/investment-solutions/cryptocurrency.html?cid=inthemoney_podcast_052025-en_CIGAMGalaxySolanaETF2025Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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.BMO DISCLAIMER BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, including BMO Private Investment Counsel Inc., in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. BMO InvestorLine Inc. is a wholly-owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence. The content of this presentation is for informational purposes only and does not constitute financial investment, legal, tax, accounting, or other professional advice and should not be relied upon in that regard. The views expressed by the host and guest are their own, are subject to change without notice and do ...
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    40 m
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