The 5 Minute Investor Podcast

Apartments (KMP.UN) vs. Asset Tracking (IQ) | Ep. 20

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
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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.

Renewable Energy (BEP.UN) vs. Hydrogen Fuel Cells (BLDP) | Ep. 19

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
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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.

Cinema's Comeback: Cineplex (CGX) vs. AMC (AMC) | Ep. 18

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
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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.

Space Giant (MDA) vs. Drone Innovator (FLT) | Ep. 17

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
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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.

An AI Giant (GIB.A) vs. A Defense Metals Play (PWM) | Ep. 16

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
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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.
 
 

A Silicon Giant (GSM) vs. A Green Tech Disruptor (HPQ) | Ep 15

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
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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.
 
 

Deep-Sea Tech (PNG) vs. Smart Transit AI (GSI) | Ep. 14

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
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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.

A Cannabis Civil War (LABS) vs. A Breathalyzer Pioneer (BLO) | Ep. 13

This week, we take a "full breath" and dive into the Canadian cannabis sector, exploring two tech-focused companies that perfectly embody the industry's highs and lows.
Jon Brown looks at MediPharm Labs (TSX: LABS), a company successfully expanding its pharmaceutical-grade products globally, yet simultaneously embroiled in a public proxy battle with a dissident shareholder, forcing investors to weigh innovation against internal conflict. Then, Trevor Abes highlights Cannabix Technologies (CSE: BLO), a company diligently developing a first-of-its-kind marijuana breathalyzer, securing key partnerships and seeing its stock rise—all before booking its first dollar of revenue.
This Episode's Picks:
MediPharm Labs Corp. (TSX: LABS): A pharmaceutical cannabis company expanding its metered-dose inhalers to Europe while fighting a proxy battle that raises questions about governance and stability.
Cannabix Technologies Inc. (CSE: BLO): A pre-revenue technology pioneer that has achieved key testing milestones and a major manufacturing deal for its cannabis and alcohol breathalyzer.
Topics Discussed:
The cannabis technology and pharmaceutical sectors.
Shareholder activism and proxy battles.
Balancing operational momentum with corporate governance risks.
Investing in pre-revenue, development-stage technology companies.
The market for cannabis breathalyzer and impairment detection technology.
Further Reading & Resources:
What is going on with MediPharm Labs?
Diversify away from cannabis retail with this technology stock
Cannabix Technologies Enters Contract Manufacturing Agreement with Price Industries for BreathLogix Devices
This week’s picks: TSX:LABS | CSE:BLO
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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.