{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"Canada's Rally Isn't Over—But You Need to Be Much More Selective ","html":"","width":"100%","height":180,"duration":3221,"description":"If you're looking to build a portfolio for the next decade—not chase yesterday's winners—Garey Aitken says it's time to get much more selective. Canada's rally may not be over, but after one of the strongest runs in years, finding value has become much harder. The Head of Canadian Equities at Franklin Templeton's ClearBridge Investments joins Amber Kanwar to explain where he's taking profits, why he still likes energy, and the overlooked companies he believes could be the market's next winners.\nIn the mailbag, Garey weighs in on viewer questions about Intact Financial (IFC), CGI (GIB.A), Shopify (SHOP), TMX Group (X), and Metro (MRU). He shares his outlook on AI disruption across Canadian companies, explains why some high-quality businesses may be getting punished too severely, and discusses which names he'd still buy, hold, or avoid at today's prices.\nIn Pro Picks, Garey revisits his previous top ideas—including Canadian Natural Resources (CNQ), Canadian National Railway (CNR), and Fortis (FTS)—before revealing three new high-conviction opportunities: Boyd Group Services (BYD), Stantec (STN), and Thomson Reuters (TRI). These are companies he believes have been unfairly sold off, offering investors the chance to buy quality businesses without falling into the trap of chasing expensive momentum stocks.\nTimestamps\n00:00 Trailer\n02:20 Intro\n03:45 These are the golden years, but borrowing from the future\n06:30 Is Garey taking profits and the anatomy of the rally\n09:00 Why Garey is a little nervous about his bank exposure\n11:30 Garey called the energy bottom, is the reward still there? \n15:00 Hamilton’s Enhanced Mixed Asset Allocation ETF- MIX\n17:00 ITM Mailbag- Intact Financial stock (IFC)\n19:30 CGI Group stock (GIB.A)\n24:00 Shopify stock (SHOP)\n27:40 TMX Group stock (X)\n30:45 Metro stock (MRU)\n35:00  Garey’s Past & Pro Picks (CNQ, CNR, FTS, BYD, STN, TRI)\n\nFor over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}