{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"Rob Lauzon says You Can Have It All: Growth + Income in One Portfolio ","html":"","width":"100%","height":180,"duration":3368,"description":"Can you really have it all — growth and income? Rob Lauzon, Chief Investment Officer at Middlefield, says yes. In this episode of In the Money with Amber Kanwar, he explains why dividend stocks are finally back in the spotlight — and why some of the biggest opportunities may be hiding in the most unloved corners of the market.\nFrom oil producers to pipelines and REITs, Rob breaks down where he’s finding value, yield, and upside in a market obsessed with AI. He shares his outlook on oil, gold, and the political shift that could breathe new life into Canada’s resource sector — and why he believes energy investors are entering a new era of disciplined balance sheets and shareholder returns.\nAmber and Rob tackle your questions on gold, pipelines (ENB, TRP, PPL), and energy names like Whitecap (WCP). They discuss possible tie-ups in the resource sector, with Rob suggesting a Barrick-Newmont deal could be a possibility. They also get into the outlook for REITs, from Dream Industrial (DIR.UN) to Northwest Healthcare (NWH.UN), and discuss whether Equitable Bank (EQB) has become a contrarian buy after its recent pullback.\nIn Pro Picks, Rob shares three dividend-paying stocks that combine value, income, and serious upside — from Canadian Apartment REIT (CAR.UN) to Tourmaline (TOU) and U.S. regional bank Western Alliance (WAL). His theme this week? You can have it all — growth + income.\n\nTimestamps\n00:00 Show intro\n02:20 Rob’s investment style and where energy fits in\n04:30 The evolution of investing in energy \n09:00 The politics question & the foreign investor question\n13:30 Do companies have conviction that things are really getting better in the oil patch?\n15:00 Oversupply and oil prices\n17:00 Why Rob is finding value & income in the energy sector\n21:10 What happens if the AI bubble bursts?\n22:10 ITM Mailbag: gold\n27:55 Pipeline & Royalty stocks (TOP, ENB, PPL, Southbow, Gibson)\n33:00 Whitecap Resources stock (WCP)\n32:35 Northwest Healthcare (NWH.UN)\n34:40 Dream...","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}