# Amber Kanwar

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Rates Are Going Up. Are Canadian Dividend Stocks Still Safe?

In a world of higher rates, stubborn inflation and expensive U.S. stocks, Canada just might be your safest bet.  Ryan Bushell, CEO & Portfolio Manager at Newhaven Asset Management, invests in Canadian dividend-paying companies—and his portfolio is up 18% so far this year. He joins Amber to explain …

Billion Dollar Fund Manager is Getting Defensive- Here Are 10 Stocks He Still Likes

Caution isn’t stopping Gordon Reid from finding opportunities. The President & Chief Investment Officer of Goodreid Investment Counsel Corp. is getting more defensive as markets contend with higher interest rates, inflation and geopolitical uncertainty—but he’s not taking his chips off the table. O…

The Energy Trade Isn’t Over, It’s Changing: What to Buy Now

The energy trade has already delivered big gains—but David Szybunka says the cycle is far from over. The opportunity is simply changing. David Szybunka, Senior Portfolio Manager & Managing Director of the Energy Team at Canoe Financial, joins Amber Kanwar to explain why he believes energy has enter…

Is Real Estate Dead Money? This Investor Says Absolutely Not

Rising interest rates have punished real estate stocks and left investors wondering: Is real estate dead money? Jeff Olin, President & CEO and Portfolio Manager at Vision Capital Corporation, says absolutely not. While higher rates matter, he argues that supply and demand ultimately matter more—and…

The S&P 500 Is Hiding a Much Uglier Market

Mike Vinokur thinks a market washout could be just two to four weeks away—and that may be the time to buy. The Portfolio Manager & Senior Wealth Advisor at Propellus Wealth Partners with iA Private Wealth has raised cash to nearly 30% in his growth portfolio as the S&P 500’s double-digit gain masks…

“Big Short” Investor Steve Eisman Isn’t Calling a Crash—But He Sees One Big Risk

Steve Eisman made his name betting against the housing market before the Global Financial Crisis—a trade immortalized in The Big Short. So when he sees risk building in the market, investors pay attention. But this time, Eisman isn’t predicting another crash. In fact, he’s net long. In this episode…

He Got Canadian Energy Right. Here's What He's Saying Now

Cole Smead got Canadian energy right when few investors wanted anything to do with the sector. Now, after some of his biggest stock picks have delivered enormous returns, is there still money to be made?  Cole was one of the top-performing stock pickers in our mid-year review, claiming both the num…

Canada Is Finally Waking Up. These Stocks Could Soar

Canada is on the cusp of what could be a generational investment opportunity. After years of underinvestment, billions of dollars are flowing toward infrastructure, defence, energy and data centres—and some of the biggest beneficiaries may still be overlooked by investors. Andrey Omelchak, Presiden…

Forget the S&P 500. Inflation Could Make Canada the Better Bet

Inflation is reshaping global markets, and Canada may be uniquely positioned to benefit. Veteran value investor Kim Shannon, Founder and Co-Chief Investment Officer of Sionna Investment Managers, believes we're only five years into an inflationary cycle that could last another 15 years or longer. H…

Software Stocks Crashed. This CEO Says the Business Has Never Been Stronger

Is Wall Street getting the AI threat to software stocks all wrong? When fears of a "SaaSpocalypse" sent software stocks plunging, Canadian tech company Kinaxis (KXS.TO) lost roughly 30% of its value. But according to its new CEO, Razat Gaurav, the business was actually getting stronger. With revenu…