With the Bank of Canada and the US Federal Reserve holding interest rates steady, the calm may not last. This week, we analyze two different companies that make a strong case for being "rate-insensitive" and can enhance portfolio returns in any economic environment.

Jon Brown looks at Andlauer Healthcare Group (TSX: AND), a logistics company whose essential, highly regulated services make it a classic defensive play, with the added intrigue of a potential buyout from a UPS affiliate. Then, Trevor Abes dives into luxury brand power with Canada Goose (TSX: GOOS), exploring how its premium parkas give it the pricing power to weather economic storms and thrive.

This Episode's Picks:

Andlauer Healthcare Group Inc. (TSX: AND): A defensive healthcare logistics company whose services are essential regardless of economic cycles. The stock's valuation is also supported by a potential acquisition by an affiliate of UPS.

Canada Goose Holdings Inc. (TSX: GOOS): The iconic luxury outerwear brand whose pricing power and strong brand identity have allowed it to deliver consistent revenue growth, making it resilient to economic pressures.

Topics Discussed:

• How to find rate-insensitive stocks.


• The investment case for defensive sectors like healthcare logistics.


• Analyzing the impact of a potential M&A deal on a stock's price.


• The power of luxury branding as an economic moat.


• Assessing company performance during periods of inflation and trade uncertainty.

Further Reading & Resources:

• Three TSX Stock that Can Weather Interest Rate Uncertainty


• Why Canada Goose stock is a hedge against inflation and recession


• Canada Goose grows revenue and gross profits in Q1 2026


• This week’s picks: TSX:GOOS | TSX:AND

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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.