The 5 Minute Investor Podcast

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.

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.