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In the Money with Amber Kanwar

In the Money with Amber Kanwar

De: Amber Kanwar
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 In the Money with Amber Kanwar brings you actionable ideas from top money managers to help you make profitable decisions. As one of Canada’s most recognizable business journalists and the former host of BNN Bloomberg’s Market Call, join Amber as her guests answer your questions on individual stocks and offer their best investment ideas.© 2025 Amber Kanwar Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • Distress, Discipline & Deep Value: Daniel Lewis on the Hunt for Orphan Stocks

    Distress, Discipline & Deep Value: Daniel Lewis on the Hunt for Orphan Stocks
    Jun 5 2025
    In this episode of In the Money with Amber Kanwar, investor Daniel Lewis, founder of Orange Capital, reflects on his journey from billion-dollar hedge fund manager to nimble, independent investor building a concentrated portfolio of distressed bets and ‘orphaned’ stocks everyone else is missing. Lewis shares how he built his reputation by diving headfirst into some of the most controversial and underfollowed stock stories. From friendly activism to quiet turnarounds, he pulls back the curtain on what it really takes to invest in special situations — and why Canada’s governance quirks make it a “wild west” of opportunity.He talks candidly about failed bets like Bellatrix and fund burnout, and why that chapter led to richer, more rewarding investing today. He also warns of the "melting ice cube" effect on legacy businesses that fail to evolve with AI, and argues that investors are dramatically underestimating the risk of obsolescence.Daniel shares three of his latest distressed bets, each with major upside potential — and yes, real risk. He walks through the deep value case for Claros Mortgage Trust (CMTG), a mortgage REIT trading at a fraction of book value; explains why Hippo (HIPO) is more than just an insuretech story and could re-rate as a high-margin fee-based business; and makes the bold bull case for Better Home & Finance (BETR), calling it a true AI-native company hiding in plain sight. With echoes of Carvana and a wild ride of its own, Better could be a 30-50x return — or go to zero.Timestamps01:55 Daniel’s investing style and why he thinks Canada is ripe with opportunities03:30 Daniel on ‘friendly’ activism and why it can be incredibly rewarding 05:30 Why Daniel talks about this mistakes and what he’s learned over the years 10:15 Daniel’s involvement in Canada right now12:45 Daniel on why distressed investing is still relevant16:15 Why you need to have a high risk appetite for this type of investing but there is the possibility of major upside20:10: Daniel on distress in large cap stocks23:00 How to spot the winners and losers and the risk of obsolescence28:40 Daniel on being opportunistic and why he picked up down and out SPACs32:00 Daniel’s Pro Picks SponsorsThis episode is sponsored by BMO InvestorLine. We all want to make the most of our investments. That’s why BMO InvestorLine is here. Start investing today with BMO InvestorLine. https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs ...
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    50 m
  • This Texas Energy Investor Spots Big Value in Canadian Oil Stocks

    This Texas Energy Investor Spots Big Value in Canadian Oil Stocks
    Jun 3 2025
    On this episode of In the Money with Amber Kanwar, Amber sits down with Josh Young, founder of Bison Interests, for a sharp, high-conviction conversation on the state of oil and gas investing. Based in Houston, Texas, Josh is a U.S. energy investor with a soft spot for Canadian oil and gas names. From small-cap bargains to activist shakeups, mergers, and Josh’s contrarian take on the oil cycle—this episode is a must-watch for investors looking to find value where others see risk.Josh fields mailbag questions on some of the most closely watched names in energy. He breaks down why Whitecap’s (WCP) U.S. listing debate matters, Strathcona’s bid for MEG Energy (SCR, MEG), and why Canadian Natural Resources (CNQ) could be a surprise buyer. He compares CNQ and Suncor (SU), weighing their capital discipline and reserve outlook, and also takes a question on Cenovus (CVE)—where he doesn’t rule out the potential for activist involvement given its underperformance. Josh also shares his thoughts on Baytex (BTE), SandRidge (SD), and more.In Pro Picks, Josh reveals he’s active in Journey Energy (JOY), which he believes holds major untapped value in conventional oil assets, power generation, and Duvernay shale. He sees Ensign Energy Services (ESI), which is backed by CNQ’s Murray Edwards and Prem Watsa’s Fairfax, as a misunderstood deep-value play, and he highlights Vital Energy (VTLE), a Permian name whose stock has been unfairly punished despite improved operations.Timestamps00:00 Show intro and why Josh has a soft spot for Canadian energy03:20 Why U.S. and Canadian valuations look similar right now04:45 How much risk tolerance do you need to be invested in this space?07:20 How much M&A does Josh expect in the sector?09:45 Is institutional money coming back into the space?11:50 What does Josh think about Mark Carney and what he means for the sector?13:40 Josh’s contrarian view on the oil price and why he thinks it’s going higher18:40 What about the Saudis and OPEC? Is this a price war?21:30 As an investor how does Josh think about Canada’s wildfires24:45 Josh’s approach to finding oil & gas companies 27:20 ITM Mailbag: Did Whitecap (WCP) talk about a U.S. listing when Josh met with them? And will the company cut its dividend?32:50 Josh’s view on Strathcona’s (SCR) bid for MEG Energy (MEG) and who might step in with a richer price39:00 Josh’s thoughts on a long-term price for Cenovus (CVE)40:15 Josh’s thoughts on Suncor (SU) vs. CNQ46:00 Will Baytex (BTE) ever recover?49:00 Does Josh still like Sandridge? (SD.NYSE)50:30 Josh’s Pro Picks SponsorsThis episode is sponsored by BMO InvestorLine. We all want to make the most of our investments. That’s why BMO InvestorLine is here. Start investing today with BMO InvestorLine. wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial. Visit ATB.com/inthemoney for more information. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy,...
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    1 h y 8 m
  • The Art of Value Investing (Even When Stocks Look Expensive)

    The Art of Value Investing (Even When Stocks Look Expensive)
    May 29 2025
    Are U.S. stocks too expensive? Not necessarily, says Stan Wong. In this episode of In the Money with Amber Kanwar, he explains how the S&P 500’s valuation is skewed by tech, and why sectors like healthcare, industrials, and financials still offer compelling opportunities for selective investors.Stan and Amber break down the TSX’s recent surge, driven by gold and financials, and debate whether Canada’s market strength is here to stay. Despite the headlines, Stan remains overweight U.S. equities, citing broader market depth and stronger fundamentals heading into mid-2025. He also shares how he handles market dips, the sentiment indicators he watches, and why long-term fundamentals matter more than short-term swings.Answering viewer questions, Stan discusses names like Couche-Tard (ATD.TO), Uber (UBER), Shopify (SHOP), and United Health (UNH) — outlining where he’s invested, what he’s avoiding, and which stocks he’s recently sold. His stock selection strategy centers on companies with strong earnings growth and limited competition.Stan’s top picks might surprise you- all three are sitting near all-time highs, but Stan still sees room for meaningful gains ahead. They include, Dollarama (DOL.TO), a dominant Canadian retailer with strong private label margins and little competition; MercadoLibre (MELI), the fintech and e-commerce leader of Latin America; and Netflix (NFLX), where he sees upside in ad-supported tiers, international growth, and unmatched pricing power. Insightful and grounded, this episode is a must-watch for investors seeking clarity and conviction in today’s markets.Timestamps00:00 Show intro01:35 Amber speaks to Erin Allen of BMO Global Asset Management to discuss the ETF space05:25 Amber welcomes Stan Wong and asks if he’s ready to put tariff anxieties to bed07:00 What did Stan do during April’s volatility?08:45 Is the Canadian market more attractive to Stan or does he still favour the U.S.?10:30 How is Stan thinking about U.S. valuations?11:30 Stan’s view on the bond market14:15 Stan’s thoughts on Nvidia and why he holds it15:30 ITM Mailbag: Does Stan think Couche-Tard (ATB.TO) is a buy and hold?16:55 Stan’s thoughts on Brookfield Infrastructure Partners (BIP.A.TO)18:40 Does Stan like Shopify (SHOP.TO)?20:40 Why Stan sold Costco (COST.NASDAQ) recently 24:15 Stan’s thoughts on Uber (UBER.NYSE)27:25 What does Stan think about Canadian Tire (CTC.A.TO)?29:35 Why Stan sold United Health before its big drop (UNH.NYSE)?33:20 What does sports fan Stan think about the Raptor’s chances next year?34:20 Stan Wong’s Pro Picks SponsorsThis episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information.Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, ...
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    46 m
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