Slow and Steady Investing Still Wins: Ryan Bushell’s Dividend Playbook

In the Money with Amber Kanwar

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12d ago 57:04

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In a market obsessed with momentum and AI hype, Ryan Bushell is betting on something far less flashy — patience, discipline, and dividends. On this episode of In the Money with Amber Kanwar, the Newhaven Asset Management CEO proves that being a younger investor with an old-school mindset can still outperform. His focus: companies that can compound for decades, not just quarters.

Bushell breaks down why rising power demand is reshaping the investment landscape and why “boring” sectors like utilities and infrastructure might hold the most exciting opportunities ahead. In the mailbag, he tackles listener questions on Canadian Natural Resources (CNQ.TO), he addresses the Cenovus–MEG–Strathcona saga, the Canadian banks, Thomson Reuters (TRI.TO), K-Bro Linen (KBL.TO), and Fortis (FTS.TO) — weighing where value still exists after record highs.

And in Pro Picks, Bushell shares his favourite long-term compounders hiding in plain sight: Pembina Pipeline (PPL.TO), ARC Resources (ARX.TO), and Brookfield Infrastructure (BIP.UN) — steady names built for investors who’d rather win slowly than chase the next flashy thing.

Timestamps
00:00 Show intro
02:00 Ryan’s conservative approach to investing and forming his style during the GFC
07:40 Starting Newhaven Asset Management
10:40 Ryan’s view of the current market

13:10 Can you be bearish on AI spending but still like some of the sectors involved
17:05 Ryan’s view on gold
20:20 Why Ryan is sitting on cash right now
23:10 ITM Mailbag: CNQ stock
29:00 Canadian banks
32:25 Thomson Reuters stock (TRI)
35:00: K-Bro Linen stock (KBR)
38:40 Fortis stock (FTS)
42:40 Ryan’s Pro Picks (PPL, ARX, BIP.UN)

Sponsors
For 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

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DISCLAIMERS

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.

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 and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.

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