Rob Lauzon says You Can Have It All: Growth + Income in One Portfolio

In the Money with Amber Kanwar

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3d ago 56:08

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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.

From 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.

Amber 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.

In 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.

Timestamps
00:00 Show intro
02:20 Rob’s investment style and where energy fits in
04:30 The evolution of investing in energy

09:00 The politics question & the foreign investor question
13:30 Do companies have conviction that things are really getting better in the oil patch?
15:00 Oversupply and oil prices
17:00 Why Rob is finding value & income in the energy sector
21:10 What happens if the AI bubble bursts?
22:10 ITM Mailbag: gold
27:55 Pipeline & Royalty stocks (TOP, ENB, PPL, Southbow, Gibson)
33:00 Whitecap Resources stock (WCP)
32:35 Northwest Healthcare (NWH.UN)
34:40 Dream Industrial REIT
48:05: EQB stock
41:00 Rob’s Pro Picks (CAR.UN, TOU, Western Alliance Bank)

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, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. 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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