The 5 Minute Investor Podcast

This week, we're diving into the world of flow-through shares—a unique Canadian investment that offers the double benefit of equity in a mining company and a tax deduction. We're highlighting two junior miners currently raising capital through this method. Jon Brown looks at First Lithium Minerals (CSE: FLM), an early-stage exploration company offering a ground-floor opportunity with its flow-through financing as it explores for gold, lithium, and other critical metals in Ontario. Then, Trevor Abes analyzes F3 Uranium (TSXV: FUU), a company that has already made a high-grade uranium discovery in the Athabasca Basin and is raising flow-through capital to further delineate what could be a world-class resource. This Episode's Picks: First Lithium Minerals Corp. (CSE: FLM): An early-stage mineral exploration company with a flow-through share offering to fund its search for gold and critical metals at its Liddicoat project in Ontario. F3 Uranium Corp. (TSXV: FUU): A uranium exploration company with a high-grade discovery at its Patterson Lake North project, offering investors leverage to the rising uranium price plus the tax benefits of its flow-through financing. Topics Discussed: How flow-through shares work for investors (equity + tax deduction). Early-stage mineral exploration for lithium and gold. The high-grade uranium market in the Athabasca Basin. The long-term demand forecast for uranium. Comparing a speculative, multi-metal explorer with a more advanced discovery-stage company. Further Reading & Resources: First Lithium launches financing to advance Ontario project First Lithium Minerals Announces Flow-Through Financing A Canadian uranium stock fit for a flow-through investment F3 Announces Upsize of Bought Deal LIFE Private Placement for Gross Proceeds of C$17 Million This week’s picks: CSE:FLM | TSXV:FUU Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.  

With tariff pressures and interest rate uncertainty creating a rocky economy, we're analyzing two solid dividend-paying stocks that can help investors weather the storm. Jon Brown looks at Exchange Income Corporation (TSX: EIF), a diversified company in aviation and manufacturing that stands out for its rare and reliable monthly dividend. Then, Trevor Abes dives into Medical Facilities Corporation (TSX: DR), a company that owns specialty surgical hospitals in the US and offers a very safe quarterly dividend backed by a low payout ratio and aggressive share buybacks. This Episode's Picks: Exchange Income Corporation (TSX: EIF): A diversified industrial company with predictable cash flow from niche operations and an attractive monthly dividend, making it a standout for income investors. Medical Facilities Corporation (TSX: DR): An owner of specialty surgical centers in the US, offering a stable quarterly dividend, a strong balance sheet, and a commitment to shareholder returns through buybacks. Topics Discussed: Dividend investing for a rocky economy. The benefits of a monthly vs. quarterly dividend. Analyzing diversified industrial companies. Investing in the US healthcare and surgical center market. The importance of a low dividend payout ratio and share buybacks. Further Reading & Resources: Monthly money machine: This dividend strategy stands out A healthcare dividend stock for the long run This week’s picks: TSX:EIF | TSX:DR Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.    

This week, we're looking beyond Canada's Big Six to find value and growth in the small-cap banking sector. We analyze two profitable and growing institutions that are carving out their own successful niches in a competitive industry. Jon Brown looks at Laurentian Bank (TSX: LB), a nearly 200-year-old institution that is undergoing a major digital transformation to compete in the modern era, all while offering a stable 6% dividend. Then, Trevor Abes dives into VersaBank (TSX: VBNK), a branchless, business-to-business fintech pioneer with an impeccable credit history, which is now expanding into the US and even issuing deposits on the blockchain. This Episode's Picks: Laurentian Bank of Canada (TSX: LB): A legacy Canadian bank in the midst of a digital transformation, offering a stable value and dividend play with the potential upside of a future takeover. VersaBank (TSX: VBNK): A highly profitable, branchless digital bank with a unique B2B model, expanding into the multi-trillion dollar US market and innovating with blockchain technology. Topics Discussed: Investing in Canadian small-cap banking stocks. The digital transformation of traditional banks. Branchless and business-to-business (B2B) banking models. The receivables purchase market and point-of-sale financing. How blockchain and tokenized assets are entering the banking sector. Further Reading & Resources: Laurentian Bank posts Q3 2025 profit despite revenue drop A small-cap bank excelling in the shadow of Canada’s Big Six This week’s picks: TSX:LB | TSX:VBNK Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

This week, we're diving into the world of ESG (Environmental, Social, and Governance) and exploring two different ways to build a values-based portfolio. Jon Brown looks at the Wealthsimple North America Socially Responsible Index ETF (TSX: WSRI), a one-stop solution for investors looking to gain diversified exposure to a basket of ESG-screened companies. Then, Trevor Abes highlights Anaergia Inc. (TSX: ANRG), a pure-play renewable natural gas technology company that is demonstrating explosive growth with a massive backlog of new contracts, including its largest to date. This Episode's Picks: Wealthsimple N.A. Socially Responsible Index ETF (TSX: WSRI): A diversified ETF offering exposure to socially responsible companies in Canada and the US, excluding sectors like fossil fuels, weapons, and tobacco. Anaergia Inc. (TSX: ANRG): A global leader in converting organic waste into renewable natural gas (RNG) and other sustainable solutions, showing strong revenue growth and a rapidly expanding contract backlog. Topics Discussed: ESG (Environmental, Social, Governance) investing. How to use ETFs for a values-based portfolio. The subjectivity of "socially responsible" metrics. The renewable natural gas (RNG) and waste-to-energy industry. Comparing a diversified ETF approach with a concentrated, pure-play stock. Further Reading & Resources: ESG: A new era for small-cap compliance in Canada? Anaergia signs record contract amid improving financials This week’s picks: TSX:WSRI | TSX:ANRG Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

With the US on the verge of potentially reclassifying cannabis as a less dangerous drug, we're analyzing how two of Canada's largest cannabis companies are positioned to capitalize on this historic shift. Jon Brown dives into Canopy Growth (TSX: WEED/NASDAQ:CGC), exploring how its unique "Canopy USA" structure gives it a direct line into the American market, making the potential policy change a massive catalyst. Then, Trevor Abes highlights the impressive financial turnaround at Aurora Cannabis (TSX: ACB), arguing that its recent string of profitable quarters and positive free cash flow make it a compelling value play, especially as its stock price has yet to reflect its success. This Episode's Picks: Canopy Growth Corp. (TSX: WEED / NASDAQ: CGC): A major cannabis producer strategically positioned through its Canopy USA holdings to immediately benefit from the potential reclassification of cannabis in the United States. Aurora Cannabis Inc. (TSX: ACB): The world's largest medical cannabis company, which has successfully executed a financial turnaround to achieve consistent profitability and positive free cash flow, creating a potential value opportunity. Topics Discussed: The potential US reclassification of cannabis and its market impact. Catalyst-driven investing in the cannabis sector. The strategic importance of the Canopy USA corporate structure. Identifying financial turnarounds and value plays in the cannabis industry. Contrasting the investment cases for two of Canada's largest licensed producers. Further Reading & Resources: Canopy Growth Announces Mailing and Filing of Proxy Materials for Annual General and Special Meeting and Urges All Shareholders to Vote Now U.S. federal cannabis rescheduling: A game-changer for Canopy Growth? Aurora Cannabis: Profitability plus falling stock equals value play Aurora Ignites Global Expansion with Whistler Cannabis Co. Brand Debut in Australia This week’s picks: TSX:WEED | TSX:ACB Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

In a time of economic uncertainty, investors are seeking resilience and reliability. This week, we analyze two Canadian defensive stocks from essential industries that are built to withstand market volatility. Jon Brown looks at Magellan Aerospace (TSX: MAL), a classic low-volatility defensive stock whose critical components for the aerospace and defense sectors are in constant demand, leading to an 88% year-to-date return. Then, Trevor Abes dives into ATS Corp. (TSX: ATS), a global leader in automation solutions, arguing its "evergreen" value proposition is fueled by long-term trends like labor shortages and reshoring. This Episode's Picks: Magellan Aerospace Corporation (TSX: MAL): A leading Canadian aerospace and defense company with a low-beta stock, offering investors stability, consistency, and a history of outperforming the market. ATS Corp. (TSX: ATS): A top automation solutions provider whose technology is essential for companies looking to counteract labor shortages and increase efficiency, giving it a long runway for profitable growth. Topics Discussed: The principles of defensive investing. Analyzing low-beta stocks for portfolio stability. The resilience of the aerospace and defense sectors. Long-term growth drivers for industrial automation. How trends like labor shortages and onshoring create investment opportunities. Further Reading & Resources: Turbulence ahead? Magellan Aerospace emerges as a portfolio stabilizer ATS proves defensive prowess with a profitable Q1 2026 This week’s picks: TSX:MAL | TSX:ATS Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.    

This week, we're focusing on the ever-growing security sector and highlighting two Canadian companies with very different approaches to keeping us safe. Jon Brown looks at Sekur Private Data (CSE: SKUR), a cybersecurity company offering a suite of encrypted communication tools hosted on private Swiss servers, making it a pure-play on digital privacy. Then, Trevor Abes profiles Xtract One Technologies (TSX: XTRA), a company using AI-enabled screening solutions to protect high-traffic venues like stadiums and arenas from physical threats. This Episode's Picks: Sekur Private Data Inc. (CSE: SKUR): A cybersecurity and internet privacy provider offering encrypted email, messaging, and VPN services hosted entirely on non-Big Tech Swiss servers. Xtract One Technologies Inc. (TSX: XTRA): A security technology company providing AI-powered patron screening solutions for threat detection in stadiums, arenas, and other large venues. Topics Discussed: Investing in the physical and digital security sectors. The importance of cybersecurity and data privacy. AI's role in threat detection and venue security. The business of encrypted communications. Contrasting hardware-based security with software-based privacy solutions. Further Reading & Resources: Sekur Private Data takes a leap into a growing market for secure communications Patron screening disruptor Xtract One signs latest industry leader Xtract One Secures SmartGateway Contract with Global Performing Arts Company Famous for Live Entertainment This week’s picks: CSE:SKUR | TSX:XTRA Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

This week, we're diving into the world of profitable Canadian small-cap stocks, highlighting two companies that have demonstrated strong operational success and consistent growth in their unique niches. Jon Brown looks at Killam Apartment REIT (TSX: KMP.UN), one of Canada's largest residential landlords, making it a stable, dividend-paying play on the essential housing market. Then, Trevor Abes profiles AirIQ Inc. (TSXV: IQ), a profitable provider of wireless asset management and telematics solutions, which has delivered explosive returns for shareholders. This Episode's Picks: Killam Apartment REIT (TSX: KMP.UN): A leading Canadian real estate investment trust specializing in multi-family residential properties, offering investors consistent dividends and stability. AirIQ Inc. (TSXV: IQ): A Canadian provider of wireless asset management services, including GPS tracking and telematics, with a strong track record of profitability and shareholder returns. Topics Discussed: Investing in profitable Canadian small-cap stocks. Real Estate Investment Trusts (REITs) and the housing market. The telematics and asset tracking industry (IoT). Analyzing companies with long track records of profitability and dividend payments. Finding growth opportunities in essential business-to-business services. Further Reading & Resources: A standout performer in Canada’s real estate sector Killam Apartment REIT Announces July 2025 Distribution A multi-bagger micro-cap tech stock backed by consistent profits AirIQ Announces March 31, 2025, Year-End Results: Reports Double-Digit Recurring Revenue Growth This week’s picks: TSX:KMP.UN | TSXV:IQ Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

This week, we're diving into the green economy and analyzing two major Canadian companies leading the charge. We compare a global giant in renewable energy production with a long-standing innovator in hydrogen fuel cell technology. Jon Brown looks at Brookfield Renewable Partners (TSX: BEP.UN), one of the world's largest publicly traded renewable power platforms, making it a stable, dividend-paying way to invest in the global shift to clean energy. Then, Trevor Abes explores Ballard Power Systems (TSX: BLDP), a pioneer in hydrogen fuel cell technology that is finally seeing significant market traction as the world looks for zero-emission power solutions for heavy-duty transport. This Episode's Picks: Brookfield Renewable Partners (TSX: BEP.UN): A global leader with a diversified portfolio of hydroelectric, wind, solar, and storage facilities, offering investors stable cash flows and a history of dividend growth. Ballard Power Systems Inc. (TSX: BLDP): A leading developer and manufacturer of proton exchange membrane (PEM) fuel cell products for markets such as heavy-duty trucks, buses, trains, and marine vessels. Topics Discussed: Investing in the green energy transition. Renewable power generation (hydro, wind, solar). The role of hydrogen fuel cells in decarbonization. Comparing stable, dividend-paying utilities with growth-focused technology companies. The market for zero-emission heavy-duty transportation. Further Reading & Resources: This week’s picks: TSX:BEP.UN | TSX:BLDP Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

Is the post-COVID recovery of movie theatres a blockbuster success or just for show? This week, we're comparing two of North America's largest cinema chains to see if there's a real investment opportunity in the industry's revival. Jon Brown looks at Canada's largest operator, Cineplex (TSX: CGX). He explores its strong signs of recovery, including revenue growth, a return to profitability, and smart diversification into location-based entertainment. Then, Trevor Abes dives into the volatile journey of the world's largest chain, AMC Entertainment (NYSE: AMC), analyzing its "meme stock" history, massive debt, and aggressive cost-cutting measures. This Episode's Stocks: Cineplex Inc. (TSX: CGX): Canada's dominant theatre chain, presenting a traditional recovery investment case with rising revenue, positive earnings per share, and a focus on financial restructuring. AMC Entertainment Holdings (NYSE: AMC): The world's largest cinema operator and famous "meme stock," offering a higher-risk, higher-reward opportunity dependent on blockbuster hits and operational efficiency. Topics Discussed: The post-COVID recovery of the cinema industry. Analyzing theatre chains as an investment. The impact of blockbuster films like "Barbie" and "Oppenheimer." Business diversification and loyalty programs (Scene+). The "meme stock" phenomenon and its effect on company fundamentals. Comparing a traditional recovery play with a high-risk, high-reward opportunity. Further Reading & Resources: This week’s picks: TSX:CGX | NYSE:AMC Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

This week, we're looking to the skies and beyond, highlighting two top Canadian aerospace stocks that have just secured major new contracts. Jon Brown dives into MDA Space (TSX: MDA), the iconic Canadian leader in space robotics and satellite systems, which recently landed a $60 million contract for new warship sensor systems. Then, Trevor Abes explores Volatus Aerospace (TSXV: FLT), a company providing global drone solutions for everything from intelligence to agriculture, which just secured a strategic national contract to advance Canada's data-driven farming. This Episode's Picks: MDA Space Ltd. (TSX: MDA): A Canadian space technology pioneer involved in robotics, satellites, and geointelligence, with strong stock performance and a new $60M defense contract. Volatus Aerospace Corp. (TSXV: FLT): A global provider of integrated drone solutions, including equipment, training, and data analysis, with rapid stock growth and a new national contract in the agricultural sector. Topics Discussed: Investing in the Canadian aerospace and defense sector. The business of space exploration, satellites, and robotics. The rapidly growing commercial drone (UAV) market. How drone technology is transforming industries like agriculture. Analyzing the impact of major contract wins on a company's stock. Further Reading & Resources: MDA Space secures $60M contract for new Canadian warship sensor systems Soaring drone stock adds momentum with national contract Volatus Aerospace Secures Strategic National Contract to Power Canada’s Data-Driven Agriculture Movement This week’s picks: TSX:MDA | TSXV:FLT Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

This week, we're exploring two very different companies that are essential to major global industries. We contrast a Canadian titan in AI and IT services with a junior mining company focused on metals critical for national defense. Jon Brown looks at CGI Inc. (TSX: GIB.A), a global IT and business consulting powerhouse that is deeply involved in the AI revolution, making it a stable, large-cap way to play the tech boom. Then, Trevor Abes dives into Power Metals Corp. (TSXV: PWM), a small-cap exploration company whose focus on defense-critical metals like cesium and lithium positions it to benefit from growing geopolitical demand. This Episode's Picks: CGI Inc. (TSX: GIB.A): A leading Canadian multinational IT and business consulting firm, offering investors stable exposure to the long-term growth of artificial intelligence and digital transformation. Power Metals Corp. (TSXV: PWM): A Canadian junior mining company with significant deposits of cesium, a metal critical for defense and technology applications, offering a high-risk, high-reward resource play. Topics Discussed: Investing in large-cap AI and IT services. The role of consulting firms in the global tech economy. Junior mining and exploration for critical and strategic metals. The importance of cesium in defense and 5G technology. Comparing stable large-cap stocks with speculative small-cap resource plays. Further Reading & Resources: CGI launches fraud, waste and abuse prevention platform to support U.S. federal government agencies Power Metallic Awarded Jabal Baudan Exploration License in Saudi Arabia’s Jabal Sayid Belt Power Metallic Acquires 167KM² from Li-FT Power, Expanding Nisk – Lion Polymetallic Project Area by over 300% Two smart-money mining stocks for polymetallic exposure This week’s picks: TSX:GIB.A | TSXV:PNPN Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.    

This week, we're analyzing the advanced materials space, focusing on two companies pivotal to the silicon industry—one a global giant and the other a green-tech innovator. Jon Brown looks at Ferroglobe (NASDAQ: GSM), one of the world's largest producers of silicon metal. He explores its long-term growth story and asks if a recent dip in its stock price presents a buying opportunity for a major industrial player. Then, Trevor Abes dives into HPQ Silicon (TSXV: HPQ), a Canadian technology company whose portfolio of disruptive, energy-efficient processes for producing critical materials gives it a potential addressable market worth hundreds of billions. This Episode's Picks: Ferroglobe PLC (NASDAQ: GSM): A global leader in silicon metal and specialty alloy production. A long-term value play that has seen 462% growth over five years, with a recent dip offering a potential entry point. HPQ Silicon Inc. (TSXV: HPQ): A green technology company with a suite of disruptive processes for producing fumed silica, battery-grade silicon, and on-demand hydrogen, creating a deep value opportunity with a massive addressable market. Topics Discussed: Investing in the advanced materials and silicon sectors. Analyzing large industrial producers vs. small-cap tech disruptors. Green technology for producing critical materials. Silicon anodes for EV batteries and on-demand hydrogen production. Identifying value when a company's market cap is a fraction of its potential market. Further Reading & Resources: Ferroglobe Reports First Quarter 2025 Financial Results HPQ Silicon stock priced for pessimism, despite outsized upside Leading Global Manufacturer Confirms First Batch of Pilot Plant Material Tested is Fumed Silica This week’s picks: NASDAQ: GSM | TSXV:HPQ Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.    

While the Magnificent 7 dominate the headlines, Canada's TSX Venture Exchange has become a launchpad for the next generation of tech leaders. This week, we explore two standout companies from the exchange that are pushing boundaries in their respective fields. Jon Brown dives into Kraken Robotics (TSXV: PNG), a company making waves with its advanced underwater robotics and sonar systems, which saw its market cap surge over 400% last year. Then, Trevor Abes profiles Gatekeeper Systems (TSXV: GSI), a profitable and fast-growing company that is dominating the smart video and AI solutions market for school buses and public transit. This Episode's Picks: Kraken Robotics Inc. (TSXV: PNG): A leader in marine technology, specializing in underwater robotics for ocean exploration, offshore energy, and defense, with explosive market cap growth. Gatekeeper Systems Inc. (TSXV: GSI): A profitable provider of smart video and AI-enabled data solutions for the transportation sector, with a 25% market share in North American school districts and major transit contracts. Topics Discussed: Growth-stage tech investing on the TSX Venture Exchange. The marine technology and underwater robotics industry. AI and smart video solutions for public transit and safety. Identifying profitable small-cap tech companies. Finding high-potential stocks outside of the large-cap tech giants. Further Reading & Resources: How has Canada’s tech industry fared in 2025? A micro-cap tech stock backed by profitable growth Gatekeeper Reports $5.9M Revenue in Fiscal Q2 2025 This week’s picks: TSXV:PNG | TSXV:GSI Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.

This week, we're diving into two companies with proven, multi-year track records of profitable growth. We compare and contrast a stable Canadian mid-cap with a high-growth Canadian micro-cap dominating an international market. Jon Brown looks at Savaria Corporation (TSX: SIS), a company capitalizing on the powerful demographic trend of an aging population with its accessibility solutions, fresh off a record-breaking quarter and a strategic acquisition. Then, Trevor Abes highlights NTG Clarity Networks (TSXV: NCI), a micro-cap IT solutions company that has delivered explosive revenue and net income growth while expanding its operations in Saudi Arabia. This Episode's Picks: Savaria Corporation (TSX: SIS): A leading mid-cap provider of mobility and accessibility solutions. A profitable growth story driven by an aging population and strategic acquisitions. NTG Clarity Networks Inc. (TSXV: NCI): A high-growth micro-cap IT company with a dominant position in the Saudi Arabian market, showcasing a 7x increase in revenue and a 10x increase in net income since 2020. Topics Discussed: Investing in companies with profitable growth. Comparing mid-cap versus micro-cap stocks. Demographic trends as an investment catalyst. The importance of strategic acquisitions for growth. High-growth international markets. Assessing companies with high insider ownership. Further Reading & Resources: Small-cap surge: How Bank of Canada rate cuts are fuelling opportunity Savaria Presents its Strongest Q1 on Record Growth stock to watch NTG Clarity quadrupled profits in 2024 NTG Clarity Announces Work Valued at $12.5 Million This week’s picks: TSX:SIS | TSXV:NCI Follow The Podcast: Follow on Podbean Follow on Spotify Follow on Apple Podcasts Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.