4 Stocks on Our Radar - Finding Value Outside the AI Hype
The Canadian InvestorAugust 03, 2026
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00:51:3847.31 MB

4 Stocks on Our Radar - Finding Value Outside the AI Hype

In this episode of The Canadian Investor Podcast, we look at four stocks that are on our radar right now, including a mix of well-known names and smaller Canadian companies that may be overlooked by investors.

We start with Netflix, which has fallen sharply from its highs and now looks much more reasonably valued than it did during the peak of its run. We discuss the company’s ad-tier opportunity, pricing power, content spending, and how AI could potentially lower production costs over time.

We then look at 5N Plus, a Canadian small-cap involved in specialty semiconductors and performance materials used in solar power, medical imaging, defense, advanced electronics and space applications. We also discuss Jamieson Wellness, its international growth opportunity, and the potential takeover interest in the company.

Finally, we break down Agnico Eagle, why it stands out among major gold miners, its low all-in sustaining costs, strong balance sheet, free cash flow generation, and why gold miners may be worth another look after their recent pullback.

Tickers discussed: NFLX, VNP.TO, JWEL.TO, AEM.TO, FNV.TO, NEM, K.TO, ABX.TO

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