This week, we're talking about companies specializing in green construction and infrastructure that are helping to expedite the energy transition. We analyze two Canadian leaders with very different roles in building a sustainable future.

Jon Brown looks at Bird Construction (TSX: BDT), a century-old company that is now a leader in sustainable development, with major contracts to build everything from green military housing to net-zero chemical plants. Then, Trevor Abes dives into Boralex (TSX: BLX), a major independent renewable energy producer whose strong growth and profitable history seem disconnected from its lagging stock price, presenting a compelling contrarian opportunity.

This Episode's Picks:

• Bird Construction Inc. (TSX: BDT): A diversified Canadian construction company with a strong ESG focus, a massive backlog of green infrastructure projects, and a recent strategic acquisition.


• Boralex Inc. (TSX: BLX): A major independent producer of wind, solar, and hydro power with a proven track record of growth, presenting a potential value play for contrarian investors.

Topics Discussed:

• Investing in green infrastructure and construction.


• The impact of government spending on sustainable development.


• Contrarian investing in the renewable energy sector.


• Analyzing companies with a strong ESG framework.


• Comparing the investment case for a "builder" versus a "producer."

Further Reading & Resources:

• Infrastructure and industrials: Bird Construction and the green building wave


• Bird to acquire Canada’s largest marine infrastructure, land foundation and dredging company for $82.3 million


• A green infrastructure stock with contrarian appeal


• Boralex reports second quarter operating income comparable to 2024 and actively pursuing its development and construction activities

This week’s picks: TSX:BDT | TSX:BLX

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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.