The 5 Minute Investor Podcast

In episode 84 of The 5-Minute Investor Podcast, with consensus expectations overwhelmingly favouring a Bank of Canada interest rate hike from 2.25% to 2.5% at its October 28th meeting, driven by high energy prices and Canada’s ongoing trade war with the US, perceptive investors may be wondering if there are any companies out there that benefit from higher borrowing costs.

To shed a little light on this question, we’ll be analyzing a pair of companies at the top of Canada’s financial sector, each of which grows stronger with higher interest rates. Jon runs us through Laurentian Bank of Can...

In episode 83 of The 5-Minute Investor Podcast, with inflation doubling since 2025 to around the 3% mark, Canadian income investors have had to tighten their belts as higher prices for goods and services eat into their spending power, making it essential to align their portfolios with the highest-quality dividend stocks trading today. 

Jon frames the market-tested potential of MTY Food Group (TSX:MTY), an operator and franchisor of quick-service, fast casual and casual dining restaurants across more than 80 different brands in Canada, the US and internationally. 

Trevor, for his part, delineates the robust value proposition propelling Decisive Di...

In episode 82 of The 5-Minute Investor Podcast, with European Commission President Ursula von der Leyen floating the idea of Canada becoming the EU’s first associate member, in a bid to deepen defense, energy and critical mineral ties amid strained US relations, it’s worth examining Canadian companies uniquely positioned to strengthen the EU’s industrial base, whether or not the associate member category is ever formally defined and Canada is included within it.

Jon pulls back the curtain on Nutrien (TSX/NYSE: NTR), one of the world's largest providers of agricultural inputs and services, while Trevor examin...

In episode 81 of The 5-Minute Investor Podcast, we’re turning our attention to Canada’s mining industry, one of the most developed, diversified and prolific in the world, with the goal of helping our listeners identify companies preparing to take center stage when it comes to the exploration, development and production of their target commodities.

Jon considers Falco Resources (TSXV:FPC), one of the largest mineral claim holders in Quebec, including a multi-million-ounce flagship project, while Trevor takes a look at Grid Metals (TSXV:GRDM), one of the largest mineral rights holders in Manitoba, including one of the...

In episode 80 of The 5-Minute Investor Podcast, the global stock market is proving resilient despite an abundance of headwinds, including numerous major wars, oil-driven inflation and increasing pressure on central banks to raise interest rates to lower consumer prices, allowing IPOs to steadily make their way into the public sphere, offering eagle-eyed investors an opportunity to identify diamonds in the rough.

Jon takes a look at BW Industrial Holdings, an engineering and construction company focused on a diversity of essential industries, including semiconductor and battery manufacturing, that's scheduled to go public on October 2nd on the New...

A strong commodities market is creating new opportunities in mining. We’re spotlighting two companies that recently delivered record exploration results, boosting their potential for future discoveries and long-term shareholder value: AbraSilver Resource Corp. (TSX:ABRA) and Americas Gold and Silver Corp. (TSX:USA).

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In episode 78 of The 5-Minute Investor Podcast, we delve into Prime Minister Mark Carney’s Canada Investment Summit 2026, scheduled for September 14-15 in Toronto, which is expected to attract high-profile investors, CEOs and business leaders from across the world to jumpstart top domestic projects.

Trevor profiles three public companies that will be in attendance, including Focus Graphite (TSXV:FMS), E3 Lithium (TSXV:ETL) and Surge Copper (TSXV:SURG), each of which sports a micro capitalization, despite advancing projects of exponentially higher value.

Here's the government's official announcement: Canada Investment Summit 2026.

Here's some relevant co...

With gold prices fluctuating due to tariffs, geopolitical uncertainty and inflation worries, investors are looking for opportunities in the sector. One source of insight is billionaire mining investor Eric Sprott, whose recent investments highlight two companies worth watching: Storm Exploration Inc. (TSXV:STRM) and Cerrado Gold Inc. (TSXV:CERT).

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This week, we examine Curaleaf’s (TSX:CURA) bid for Aurora Cannabis (TSX:ACB) as the cannabis industry faces ongoing margin pressure from intense competition and slow legalization, driving a growing wave of takeover activity.

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Celebrating our 75th episode, we’re taking a visual deep dive into two movie-related stocks. With profitable operations and solid market positions, Dolby Laboratories (NYSE: DLB) and Marcus Corp. (NYSE: MCS) could benefit from 2026 shaping up to be the movie theatre industry’s best year since the pandemic.

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On this episode, while wars, tariffs and geopolitical tensions dominate headlines, many public companies continue to create substantial shareholder value. We take a deep dive into two prospects: SPARC AI (CSE: SPAI) and Butterfly Network (NYSE: BFLY).

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With billions of adults still lacking adequate access to financial services, digital banks are rapidly filling the gap and positioning themselves as the next wave of disruption in finance. This week, we profile two burgeoning players in the digital banking space rapidly establishing themselves as finance’s next generation. They are Nu Holdings Ltd. (NYSE:NU) and Inter and Company Inc. (NASDAQ:INTR).

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In this episode, we explore the growing demand for copper, a market the International Energy Agency believes could face a 30% supply deficit by 2035, with shortages potentially emerging as early as 2027 according to BMI. As AI data centres drive a surge in electricity consumption, power grids require major upgrades, and renewable energy technologies continue expanding worldwide, demand for copper is accelerating at a time when declining ore grades and years of underinvestment are constraining supply. This widening gap is drawing attention to copper producers and growth-oriented miners that may be well positioned to benefit from the metal's critical role in...

As obesity impacts more than 1 billion people globally, including 40% of Americans and 30% of Canadians, weight-loss drugs are creating significant opportunities for investors in publicly traded pharmaceutical companies. This week, we look at two profiles worth your attention: Viking Therapeutics Inc. (NASDAQ:GPCR) and Structure Therapeutics Inc. (NASDAQ:VKTX).

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As climate-related disasters intensify, AI-driven disaster prediction and environmental monitoring have become increasingly vital for governments, insurers, and businesses looking to mitigate financial risk. For investors, this emerging climate intelligence sector offers a spectrum of opportunities—ranging from high-risk, speculative micro-caps specializing in predictive risk modelling to rapidly growing satellite data providers and established, highly profitable industry leaders in global catastrophe analytics. We highlight: Aisix Solutions Inc. (TSXV:AISX), Verisk Analytics Inc. (NASDAQ:VRSK), and Planet Labs (NYSE:PL).

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The video game industry is shifting away from a hardware-driven business toward one focused on digital ecosystems, intellectual property, and profitability. Microsoft is restructuring Xbox after years of costly acquisitions, cutting thousands of gaming jobs and prioritizing returns over growth, while Sony is betting on an all-digital future by ending physical game releases in 2028, a move that could boost margins but has sparked consumer and legal concerns. Meanwhile, Nintendo remains relatively stable thanks to its powerful franchises and continued support for physical media. For investors, the key question is no longer which company sells the most consoles, but which...

With millions of investors and their families gearing up for summer vacation and airports across North America preparing for a considerable ramp-up in foot traffic, it’s the perfect moment to profile a pair of publicly traded airlines whose standout operations make them essential considerations for your portfolio: Copa Holdings (NYSE:CPA) and Delta Air Lines (NYSE:DAL).

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AI is once again front and centre for investors, who must weigh massive tech spending against strong earnings. The key question: which companies truly stand out from the rest? In this episode, we highlight two names worth adding to your watchlist. Micron Technology Inc. (NASDAQ: MU) and HIVE Digital Technologies Ltd. (TSX: HIVE) (NASDAQ: HIVE).

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For our mid-year review episode, we take a magnifying glass to a pair of stocks with some of the highest year-over-year returns across North American markets: Deep Sea Minerals Corp. (CSE:SEAS) and Hycroft Mining Holding Corp. (NASDAQ:HYMC).

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As the NYSE prepares to list its first US cannabis company and federal policy shifts toward reclassifying medical marijuana, attention is turning to financially strong firms like Decibel Cannabis (TSXV:DB) and Aurora Cannabis (TSX:ACB) as promising opportunities for future shareholder value.

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In this episode, tungsten prices have jumped over 500% since China imposed export controls in February 2025. With the metal vital to industries from construction and defense to aerospace and semiconductors, Western nations are actively seeking new sources to strengthen long-term supply, such as Fireweed Metals Corp. (TSXV:FWZ) and GoldHaven Resources Corp. (CSE:GOH).

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This week, we’re looking beyond the SpaceX IPO, to two small-cap stocks carving out important roles in the space tech sector by addressing critical unmet needs: Intellistake Technologies Corp. (CSE:ISTK) and Seraphim Space Investment Trust PLC (OTC Pink: SSITF).

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This week, we're profiling MAX Power Mining Corp. (CSE:MAXX) and Honey Badger Silver Inc. (TSXV:TUF), both of which received recent investments from billionaire Eric Sprott, one of Canada’s most successful mining investors, highlighting why his interest in these companies represents a green flag for your due diligence. 

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Global freshwater demand is expected to exceed supply by 40% by 2030, and we’re looking into a pair of public companies excelling at providing the infrastructure required to make water more abundant and readily accessible - Stantec Inc. (TSX:STN) and Consolidated Water Company Ltd. (NASDAQ:CWCO).

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As markets obsess over onboarding the latest in AI technology to reduce redundancy, increase efficiency and more effectively generate value, we look into the future of data analysis with a pair of stocks excelling in the burgeoning field of quantum computing - D Wave Quantum Inc. (NYSE:QBTS) and Xanadu Quantum Technologies Ltd. (TSX:XNDU).

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With Brent crude oil hitting a wartime high of US$125 per barrel, how are investors reallocating capital in the oil and gas space away from the Middle East? We look at two stocks that offer a clear path to potential benefit: TAG Oil Ltd. (TSXV:TAO) and PetroTal Corp. (TSX:TAL).

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This week, we look past the hype with the rise and fall of recent food brand fad stocks and pick out two with engaging profiles: Goodfood Market Corp. (TSX:FOOD) and Happy Belly Food Group Inc. (CSE:HBFG).

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On this episode, we look into a pair of drone stocks highly aligned with the marketplace’s shift towards more cost-effective intelligence and strike technologies – Draganfly Inc. (CSE:DPRO) and Volatus Aerospace Inc. (TSX:FLT).

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Oil prices are surging — but the impact goes far beyond the energy sector.

In Episode 56 of The 5-Minute Investor, Trevor Abes and Jonathon Brown break down how rising oil prices, driven by ongoing geopolitical tensions between the U.S., Israel, and Iran, are reshaping market dynamics across sectors.

From energy producers benefiting directly, to consumer and industrial sectors feeling the squeeze, this episode explores the ripple effects of sustained high fuel costs — and what it means for investors navigating today’s volatile environment.

The conversation then turns to a standout TSX-listed opportunity: Valeura Energy...

With oil surpassing US$110 per barrel, we’re profiling a pair of stocks with the potential to help you hedge your portfolio against energy market volatility. On this episode, we highlight Cenovus Energy Inc. (TSX:CVE) and Thunder Gold Corp. (TSXV:TGOL).

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This week on The 5-Minute Investor, Trevor Abes and Ricki Lee break down two junior gold stocks positioned for potential high rewards despite recent market turbulence.

First, we explore Cameo Resources (CSE: CREO), a junior explorer in Tanzania’s prolific Lake Victoria Goldfields. With a refreshed leadership team and early-stage exploration in a proven gold district, Cameo offers speculative upside for investors seeking leverage to gold’s long-term prospects.

Next, Trevor profiles Nevada King Gold (Venture: NKG), a junior miner with a more developed resource. With over 1.1 million ounces in its Atlanta project and backing from...

This week, we highlight oil and gas companies operating in safe jurisdictions that make a strong case for weathering ongoing market volatility, prompted by the US and Israel’s invasion of Iran, as well as the latter’s closing off of the Strait of Hormuz and subsequent attacks across the Gulf Region. We feature Canadian Natural Resources Ltd. (TSX:CNQ) and Kolibri Global Energy Inc. (TSX:KEI)

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On this episode, we shed light on the US and Israel’s ongoing war with Iran, whose top global oil reserves, now cut off from Western countries, and strong-arming of the Strait of Hormuz, a key shipping route, is sending markets into a tailspin. We highlight mining stocks VanadiumCorp Resource Inc. (TSXV:VRB) and Strategic Resources (TSXV:SR).

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This week, we delve into Trevor’s experience at PDAC 2026, the Prospectors and Developers Association of Canada’s yearly mining convention in Toronto, one of the largest in the world, attracting more than 30,000 attendees. We highlight two stocks from the floor, Libra Energy Materials (CSE:LIBR) and Perseverance Metals (TSXV:PMI).

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This week, we’re immersing ourselves in gaming stocks whose underlying companies are adopting artificial intelligence to bolster creativity as well as shareholder value. This includes the stories behind Microsoft Corp. (NASDAQ:MSFT), Take-Two Interactive Software Inc. (NASDAQLTTWO), Capcom Company Ltd. (OTC:CCOEF) and (OTC:CCOEY), as well as Roblox Corp. (NYSE:RBLX).

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On this episode, we look at two mining stocks crucial to the rare earths picture for their role in mining two minerals targeted for AI centre and electric vehicle battery development – Gallium (Snow Lake Resources Ltd. (NASDAQ:LITH)) and neodymium (MP: Materials Corp. (NYSE:MP)).

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On this episode, we look at a pair of solar stocks positioned to benefit from AI energy demand, Northland Power (TSX:NPI) and Enphase Energy (NASDAQ:ENPH).

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On this episode, we look at two high-profile oil and gas stocks, Baytex Energy Corp. (TSX:BTE) and Hemisphere Energy Corp. (TSXV:HME).

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On this episode, we delineate the investment cases for a pair of silver stocks whose operations are optimally built to leverage record-high prices of more than US$100 per ounce - Silvercorp Metals Inc. (TSX:SVM) and Highlander Silver Corp. (TSX:HSLV).

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Geopolitical tension and military violence have been rising feverishly and, on this episode, we look at two tech stocks that are pursuing defence interests - MDA Space Ltd. (TSX:MDA) and Firan Technology (TSX:FTG).

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