The 5 Minute Investor Podcast

Is the post-COVID recovery of movie theatres a blockbuster success or just for show? This week, we're comparing two of North America's largest cinema chains to see if there's a real investment opportunity in the industry's revival. Jon Brown looks at Canada's largest operator, Cineplex (TSX: CGX). He explores its strong signs of recovery, including revenue growth, a return to profitability, and sm...

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 pro...

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...

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 ind...

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...

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 we...

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 of...

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...

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 con...

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:...

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 co...

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...

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 hi...

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...

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 exp...

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...

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...

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...