The 5 Minute Investor Podcast

Profitable Growth: A Mid-Cap Staple (SIS) vs. A Micro-Cap Rocket (NCI) | Ep. 12

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
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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.

Social Good Crypto (Kula) vs. A Trading Giant (COIN) | Ep. 11

Fresh from one of crypto's largest conferences, Consensus 2025 in Toronto, we're highlighting two exhibitors that caught our attention.
Jon Brown looks at Kula, a Decentralized Autonomous Organization (DAO) focused on social good. He explores how Kula is using blockchain to tokenize real-world assets like water and timber to empower local communities. Then, Trevor Abes makes the case for Coinbase (NASDAQ: COIN), arguing that the world's largest publicly-traded crypto exchange is an undervalued and de-risked "picks and shovels" play on the entire digital asset industry.
This Episode's Picks:
Kula (DAO): A decentralized autonomous organization using blockchain technology to tokenize real-world assets and drive positive social and environmental change through community ownership.
Coinbase Global, Inc. (NASDAQ: COIN): The leading publicly-traded crypto exchange, presenting an investment opportunity based on its profitability, market leadership, and a stock price trading below its IPO level.
Topics Discussed:
Highlights from the Consensus 2025 crypto conference.
What is a Decentralized Autonomous Organization (DAO)?
The tokenization of real-world assets (RWAs).
Social impact and ESG investing in the blockchain space.
The "picks and shovels" strategy for investing in crypto.
How to value a publicly-traded crypto exchange.
Further Reading & Resources:
Crypto’s value proposition: Perspectives from Consensus 2025
Coinbase’s Q1 2025 financial results
Coinbase’s Q4 and full-year 2024 financial results
This week’s picks: KULA | NASDAQ:COIN
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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.
 
 

Boeing's Controversies (BA) vs. Bombardier's Turnaround (BBD.B) | Ep. 10

In a special head-to-head episode, we compare two of the biggest names in aviation: Boeing and Bombardier.
Jon Brown walks through the long list of "dumpster fires" at Boeing (NYSE: BA), from whistleblower deaths and stranded astronauts to doors flying off mid-flight. He then explores the perplexing question of why, despite the endless controversy, its stock continues to perform well.
In stark contrast, Trevor Abes details the impressive operational turnaround at Bombardier (TSX: BBD.A/B). He highlights how the company, after shedding its train business, has become a model of discipline with growing revenue, strong profitability, and a clear vision for the future in business aviation and defense.
This Episode's Stocks:
The Boeing Company (NYSE: BA): The aviation giant currently mired in controversy, yet its stock has remained resilient. Its future is tied to major defense contracts like the next-generation F-47 stealth fighter.
Bombardier Inc. (TSX: BBD.A/B): A model of a successful corporate turnaround, now focused exclusively on its popular line of business jets. The company boasts strong financials, a healthy backlog, and a disciplined growth strategy.
Topics Discussed:
Analyzing companies with significant negative headlines.
The anatomy of a successful corporate turnaround.
Key financial metrics: deleveraging, revenue growth, and profitability.
The business aviation and defense sectors.
Comparing two industry giants with divergent paths.
Further Reading & Resources:
Boeing sees largest annual loss since 2020
Bombardier Q1 2025 Revenues, Earnings, Free Cash Flow, All Jump Double-Digits Year-Over-Year, Corporation Provides Strong 2025 Guidance
Bombardier’s world-leading Global 8000 jet nears market debut
This week’s picks: NYSE:BA | TSXV:BBD.A/B
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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 Mega-Merger Play (ATD) vs. A Wonder Drug Bet (TLT) | Ep. 9

A multi-billion dollar mega-merger is brewing in the convenience store industry. Jon Brown dives into the news that Alimentation Couche-Tard (TSX: ATD) has signed an NDA to access the financial data of 7-Eleven's parent company, a critical step in a potential $47 billion takeover.
Then, Trevor Abes explores the high-stakes world of clinical-stage biotech. He profiles Theralase Technologies (TSXV: TLT) and its lead drug candidate, Ruvidar, which has shown incredible preclinical and clinical results against everything from bladder cancer to a host of viruses, representing a massive potential market.
This Episode's Picks:
Alimentation Couche-Tard (TSX: ATD): The global convenience store giant (owner of Circle K) that is pursuing a massive acquisition of 7-Eleven's parent company. A recent NDA signing is a key catalyst that could unlock value.
Theralase Technologies Inc. (TSXV: TLT): A clinical-stage pharmaceutical company whose lead drug, Ruvidar, has shown promise against numerous cancers and viruses. A high-risk, high-reward bet on a potential breakthrough in medicine.
Topics Discussed:
Analyzing mergers and acquisitions (M&A) as an investment catalyst.
The global convenience store market.
Investing in clinical-stage biotechnology companies.
Understanding the drug development pipeline (preclinical vs. clinical trials).
Assessing risk and reward in speculative, high-potential stocks.
Further Reading & Resources:
Alimentation Couche-Tard and 7-Eleven owner sign NDA over $47B acquisition 
Theralase uncovers new use-case for flagship drug
BCG-Unresponsive Non-Muscle Invasive Bladder Cancer Carcinoma-In-Situ: A Patient’s Guide
This week’s picks: TSX:ATD | TSXV:TLT
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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 Discount Retail Winner (DOL) vs. A US Lithium Priority (SLI) | Ep. 8

As rising prices and trade tariffs squeeze consumers, which discount retailers are thriving? Jon Brown compares the strong performance of Canada's Dollarama (TSX: DOL) against its struggling US counterparts, making the case for the clear market leader.
Then, Trevor Abes follows up on the US government's push to expedite critical mineral development. He highlights Standard Lithium (TSXV: SLI), a company whose project is on the government's priority list and whose assets have a potential value over 10 times its current market capitalization.
This Episode's Picks:
Dollarama Inc. (TSX: DOL): The leading Canadian discount retailer, which has demonstrated strong stock performance and growth, significantly outpacing its US competitors in the current economic environment.
Standard Lithium Ltd. (TSXV: SLI): A lithium development company whose high-grade Smackover project in the US is on a federal priority list. The company presents a deep value opportunity with a Net Present Value far exceeding its market cap.
Topics Discussed:
The performance of the discount retail sector amid inflation and tariffs.
Comparative analysis: Dollarama vs. Dollar Tree and Dollar General.
Identifying market leaders in a competitive industry.
The impact of US critical minerals policy on specific mining projects.
Investing in lithium brine projects for the EV battery market.
How to spot a significant valuation gap between a company's assets and its market cap.
Further Reading & Resources:
Dollarama resilient in the face of tariff challenges
Smackover Lithium JV approved for brine production in Arkansas
This week’s picks: TSX:DOL | TSXV:SLI
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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 Defense Tech Bet (SCAN) vs. A Crypto Powerhouse (GLXY) | Ep. 7

With the US administration proposing a record $1 trillion defense budget, where can investors find companies poised to benefit? Jon Brown looks at Liberty Defense (TSXV: SCAN), a high-tech security company whose AI-powered weapon screening technology, Hexwave, directly aligns with the government's focus on enhanced security.
Then, Trevor Abes explores a more data-driven way to invest in the crypto market. He makes the case for Galaxy Digital (TSX: GLXY), a diversified and profitable digital asset powerhouse, arguing that investing in such "picks and shovels" companies is a smarter way to gain exposure to the volatile crypto space.
This Episode's Picks:
Liberty Defense Holdings (TSXV: SCAN): A security technology company developing the AI-driven Hexwave system for concealed weapon detection. A high-risk play positioned to potentially benefit from increased government defense spending.
Galaxy Digital Holdings (TSX: GLXY): A major, profitable player in the digital asset space with diversified operations in trading, asset management, and Bitcoin mining, making it a "picks and shovels" investment on the entire crypto ecosystem.
Topics Discussed:
The impact of the US defense budget on security technology stocks.
AI's role in next-generation security screening.
Analyzing high-risk, high-reward investment opportunities.
Data-driven approaches to investing in the crypto sector.
The "picks and shovels" strategy for gaining exposure to a market.
Identifying profitable companies in the digital asset space.
Further Reading & Resources:
First-ever proposed $1 trillion defence budget recognizes escalating threats
Five profitable crypto stocks creating value from digital assets
This week’s picks: TSXV:SCAN | TSX:GLXY
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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 Tariff-Proof Tech Giant (SHOP) vs. A Gold Value Play (FF) | Ep. 6

With trade tariffs dominating the headlines, how can investors position their portfolios? Jon Brown makes the case for Shopify (TSX: SHOP), arguing that the Canadian e-commerce giant's global footprint makes it a resilient choice in the current economic climate.
Then, Trevor Abes dives into a new policy proposal from the Conservative Party of Canada designed to streamline mining development. He highlights First Mining Gold (TSX: FF), a company on the government's list of essential projects, and explores the massive valuation gap between its market cap and its estimated $38 billion in in-ground precious metals.
This Episode's Picks:
Shopify Inc. (TSX: SHOP): The global e-commerce platform providing infrastructure to businesses in 175 countries. Its diversified revenue stream offers insulation from specific bilateral trade tariffs.
First Mining Gold Corp. (TSX: FF): A gold exploration and development company whose Springpole project is one of the largest undeveloped gold projects in Ontario. The stock presents a deep value opportunity, with a market cap that is a fraction of its in-ground resource value.
Topics Discussed:
The impact of trade tariffs on consumer spending and investment strategy.
The benefits of a globally diversified revenue stream.
How domestic policy proposals can act as catalysts for specific sectors.
Identifying deep value opportunities in the gold mining industry.
Analyzing the valuation gap between a company's market cap and its assets.
Further Reading & Resources:
Shopify merchant success powers Q4 outperformance across both top and bottom line
Conservatives view Troilus Gold project as key to Canada’s economy
This week’s picks: TSX:SHOP | TSX:FF
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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 Satellite Leader (TSAT) and a Cannabis Blueprint (CANB) | Ep. 5

In an episode of contrasts, we first look to the skies. With major defense and satellite contracts in the news, Jon Brown explores Telesat (TSX: TSAT), a Canadian-based global leader in satellite communications, and asks if a recent dip in its stock price presents a buying opportunity.
Then, we come back down to earth to analyze the tough Canadian cannabis market. Trevor Abes bypasses the big-name losers and instead uses Canndara Cannabis Inc. (CSE: CANB) as a case study. He explains what makes this small operator so profitable and why, due to a pending acquisition, it serves as a "blueprint" for what investors should look for in the sector, rather than a direct buy.
This Episode's Picks:
Telesat (TSX: TSAT): A global satellite operator with a next-generation Low Earth Orbit (LEO) network. Despite a recent dip in price, the stock is up 120% year-over-year, presenting a potential entry point for investors.
CASE STUDY: Canndara Cannabis Inc. (CSE: CANB): A highly efficient and profitable cannabis company focused on concentrates. Note: Canndara is currently under a binding offer to be acquired by Simply Solventless Concentrates (CSE: HASH). This segment analyzes why Canndara is successful as a model for future investments.
Topics Discussed:
The global satellite communications industry and Low Earth Orbit (LEO) networks.
How to analyze a stock dip in the context of long-term growth.
Why most Canadian cannabis companies are unprofitable.
Identifying key metrics for success in the cannabis sector.
Analyzing a pending acquisition and its impact on retail investors.
Further Reading & Resources:
ADN Telecom signs multi-year Telesat Lightspeed partnership agreement
Top 5 cannabis stocks with operations in Canada
This week’s picks: TSX:TSAT | TSXV:CANB
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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.