Monday Mar 24, 2025
Trade Wars & a New PM: Corby Spirit and Wine (CSW.A) & Cematrix (CEMX) | Ep. 3
A looming trade war is pulling American liquor off Canadian shelves, creating a potential opening for domestic producers. Meanwhile, a major political shift is underway in Canada with former central banker Mark Carney taking over as Prime Minister and calling a federal election. What does this mean for investors?
In this episode, we explore the investment case for Corby Spirit and Wine (TSX: CSW.A) as it stands to benefit from a "buy local" push. Then, we analyze the policy leanings of the new Prime Minister and identify Cematrix (TSXV: CEMX), a green-focused cellular concrete company, as a potential beneficiary of his decidedly environmental agenda.
This Episode's Stock Picks:
Corby Spirit and Wine (TSX: CSW.A): A leading Canadian manufacturer and distributor of spirits and wine, reporting strong revenue and earnings growth as it gains domestic market share.
Cematrix (TSXV: CEMX): A profitable and growing North American provider of lower-cost, environmentally friendly cellular concrete, poised to benefit from a potential green infrastructure push.
Topics Discussed:
The impact of US-Canada trade tariffs on the liquor industry.
The investment implications of Mark Carney becoming Prime Minister.
Analyzing a politician's policy to find investment catalysts.
Finding value in a green energy stock that has seen its share price fall over 60%.
Further Reading & Resources:
Corby Spirit and Wine’s fiscal 2025 second quarter results
10 investment catalysts in Mark Carney’s Canada
This week's picks: TSX:CSW.A | TSXV:CEMX
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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.
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