With the Bank of Canada and the US Federal Reserve holding interest rates steady, the calm may not last. This week, we analyze two different companies that make a strong case for being "rate-insensitive" and can enhance portfolio returns in any economic environment.
Jon Brown looks at Andlauer Healthcare Group (TSX: AND), a logistics company whose essential, highly regulated services make it a classic defensive play, with the added intrigue of a potential buyout from a UPS affiliate. Then, Trevor Abes dives into luxury brand power with Canada Goose (TSX: GOOS), exploring how its premium parkas give it the pricing power to weather economic storms and thrive.
This Episode's Picks:
Andlauer Healthcare Group Inc. (TSX: AND): A defensive healthcare logistics company whose services are essential regardless of economic cycles. The stock's valuation is also supported by a potential acquisition by an affiliate of UPS.
Canada Goose Holdings Inc. (TSX: GOOS): The iconic luxury outerwear brand whose pricing power and strong brand identity have allowed it to deliver consistent revenue growth, making it resilient to economic pressures.
Topics Discussed:
- How to find rate-insensitive stocks.
- The investment case for defensive sectors like healthcare logistics.
- Analyzing the impact of a potential M&A deal on a stock's price.
- The power of luxury branding as an economic moat.
- Assessing company performance during periods of inflation and trade uncertainty.
Further Reading & Resources:
- Three TSX Stock that Can Weather Interest Rate Uncertainty
- Why Canada Goose stock is a hedge against inflation and recession
- Canada Goose grows revenue and gross profits in Q1 2026
- This week’s picks: TSX:GOOS | TSX:AND
Follow The Podcast:
Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
My Favorite Murder with Karen Kilgariff and Georgia Hardstark
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com