The 5 Minute Investor Podcast

Gaming ETF (HERO) vs. a US Graphite Play (GPH) | Ep. 4

After a last-minute pivot away from the volatile GameStop (GME), we explore a more diversified way to invest in the video game industry. Jonathon Brown makes the case for the Global X Video Games & Esports ETF (NASDAQ: HERO), highlighting key holdings like Take-Two Interactive, the creators of the highly anticipated Grand Theft Auto 6.
Then, with the US government issuing an executive order to expedite critical mineral development, Trevor Abes dives into a US-based graphite play. He explores Graphite One (TSXV: GPH) and its massive Alaskan deposit, which is strategically positioned to supply the booming lithium-ion battery market for electric vehicles.
This Episode's Picks:
Global X Video Games & Esports ETF (NASDAQ: HERO): A diversified fund offering exposure to global video game publishers and esports companies, including Electronic Arts, Take-Two Interactive, and AppLovin.
Graphite One (TSXV: GPH): A pre-feasibility stage company developing one of the largest graphite deposits in the United States, with a non-binding contract with Lucid Motors and significant backing from US critical mineral policy.
Topics Discussed:
The recent volatility of GameStop (GME) stock.
ETF investing as a strategy for sector-specific exposure.
The massive economic impact of upcoming game releases like Grand Theft Auto 6.
President Trump's executive order on critical minerals.
Graphite's essential role in the EV battery supply chain.
Further Reading & Resources:
GameStop selling Canadian and French operations as CEO laments ‘wokeness and DEI’
Trump to fast-track U.S. critical mineral production
This week’s picks: NASDAQ:HERO | TSXV:GPH
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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.
 

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.

Space Race & Small-Cap Value: MDA Space (MDA), Supremex (SXP), Maritime Launch (MAXQ) | Ep. 2

With geopolitical tensions rising, the European Space Agency is pushing for greater autonomy, creating new opportunities in the space sector. In this episode, Jonathon Brown dives into two Canadian space stocks positioned to benefit: an established industry leader and a high-risk, high-reward spaceport developer.
Then, Trevor Abes explains why broad market downturns are often the best time to hunt for value in small-cap stocks. He outlines a strategy for finding hidden gems and offers up a profitable North American manufacturer that he believes is trading at an excessive discount.
This Episode's Stock Picks:
MDA Space (TSX: MDA): The established Canadian leader in space robotics and satellite systems, well-positioned to capitalize on increased global investment in space and defense.
Maritime Launch Services (CBOE: MAXQ): A development-stage company building Canada's first commercial spaceport in Nova Scotia, offering a potential ground-floor opportunity for investors with a high risk tolerance.
Supremex (TSX: SXP): A profitable North American envelope and packaging manufacturer whose stock has fallen nearly 50% from its 5-year high, creating a potential value opportunity.
Topics Discussed:
The European Space Agency's (ESA) push for new partnerships and autonomy.
How geopolitical uncertainty impacts the space and defense sectors.
A four-step process for identifying attractive small-cap stocks.
Finding investment opportunities in companies the market has misperceived.
Further Reading & Resources:
Financing the future: Maritime Launch secures necessary approval
Unlocking the potential of investing in small-cap stocks
This week's picks: TSX:SXP | TSX:MDA | CBOE:MAXQ
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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.

AI Fraud Prevention (VERS) vs. Undervalued Lithium (ETL) | Ep. 1

In the debut episode of The 5-Minute Investor, we dive into two of the market's hottest sectors: Artificial Intelligence and the materials fueling the green energy transition.
Jon Brown looks at an AI company that's moving beyond the hype to solve real-world problems. He explores Verses AI (CBOE: VERS) and its new partnership to combat telecommunications fraud. Then, Trevor Abes makes the case for E3 Lithium (TSXV: ETL), arguing that the market has unfairly undervalued critical mining stocks, creating a potential opportunity for investors.
This Episode's Picks:
Verses AI (CBOE: VERS): An artificial intelligence company focused on building standards and tools for the next generation of the web, with a new partnership to apply its technology to fraud prevention.
E3 Lithium (TSXV: ETL): A lithium development company aiming to become a major supplier of battery-grade lithium, presenting a value play based on the thesis that mining stocks are currently undervalued.
Topics Discussed:
Investing in the Artificial Intelligence (AI) sector.
The role of AI in enterprise solutions like fraud prevention.
The investment case for undervalued lithium and mining stocks.
The long-term demand for lithium in the energy transition.
Further Reading & Resources:
AI stock struggles with DeepSeek news, partners with Aus. telecom to combat fraud
Mining stocks don’t reflect fundamentals and bargains abound
This week’s picks: CBOE:VERS | TSXV:ETL
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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.