BNN Interviews
The economic divergence between Canada and the U.S. is growing wider: portfolio manager
April 9, 2024
We expect higher inflation in Canada versus the U.S. in 2024-2025, says Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management. The Canadian dollar go much lower within 10 years, down to 50 cents, if Canada doesn’t change direction, says Tardif.
Hot Picks: Three Canadian mining company stocks
March 28, 2024
These three plays have room to run, says Jean-Francois Tardif, founder and portfolio manager, Timelo Investment Management.
Hot Picks: Three small cap stocks for 2024
December 28, 2023
These three mid-cap stocks are expected to offer strong returns in 2024, owing to their anticipated margin expansion, strong management, and lower multiples, according to Jean-Francois Tardif, Founder and Portfolio Manager at Timelo Investment Management
Hot Picks: Why now might be a good time to buy gold
November 30, 2023
Jean-Francois Tardif, founder and portfolio Manager at Timelo Investment Management, joins BNN Bloomberg with his three picks in mining. He says the gold sector could rally in 2024 after a dismal 2023, and he adds that stocks which see pressure toward year-end bounce back in January so now is a good time to buy. His picks are K92 Mining (KNT, TSX), Orezone Gold (ORE, TSX), and Arizona Metals (AMC, TSX).
Get out of equities, we're headed towards a long-recession bear market: Portfolio Manager
October 6, 2023
Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg to discuss recent volatility in equities and why he's preferring bonds and specific utility stocks like BCE.
Hot Picks: Three "cheap and attractive" Canadian small cap stocks
August 10, 2023
Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg for Hot Picks. He shares his top picks in three Canadian small cap stocks he describes as 'cheap and attractive'. Arizona Metals, A&W Revenue Royalties Income Fund, and 5N Plus Inc.
Invest in energy and beaten-up bank stocks: Portfolio manager
April 11, 2023
Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg to discuss his investment strategy amid U.S. bank earnings season as well as mining mergers. He says he is investing in the energy sector because of the large amounts of free cash flows it generates. When it comes to banks, he sees an investment opportunity in TD and BMO as they are currently trading at a discount compared to RBC.
Next stop for the markets is a world recession: Jean-Francois Tardif
March 20, 2023
Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg to discuss his investing outlook as UBS agrees to buy Credit Suisse. Tardif says that the banking sector in the U.S. and Canada is okay right now but European banks are weaker after experiencing a lower-rate economy. He discusses his cautious stance in the markets saying that a lot of these stocks are not the place to be, and breaks down his criteria for when to buy back into the markets.
Zymeworks could get back up to $50 in the years to come: Jean-Francois Tardif
January 5, 2023
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Jean-Francois Tardif, founder and portfolio Manager at Timelo Investment Management, joins BNN Bloomberg for his take on how to invest in the new year. Tardif says that more volatility is coming and that the nimble investor can take advantage of this in the equity markets. He recommends three stocks to buy
Only thing that can keep oil from returning to $100 a barrel is a fierce recession: Jean-Francois Tardif​
September 30,2022
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Jean-Francois Tardif, founder and portfolio Manager at Timelo Investment Management, joins BNN Bloomberg to talk on his bullish outlook for energy as oil nears its first quarterly loss since 2020. Tardif talks on what he considers lower-risk stocks and his outlook for the economy, saying it will get worse before it gets better
Strategy continues to include low equity exposure until we see inflation peak: Strategist​
July 5,2022
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Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg to discuss his portfolio strategy amid rising recession fears. Tardif notes his team is been extremely careful when it comes to the stock market and prefer to hold cash. Some of the few news they like include Freehold Royalties and CES Energy.
Stock could see another 10% downside amid rising rates: Portfolio manager​
June 20, 2022
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Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg to discuss his market outlook. Tardif says his team has decreased their portfolio exposure to stocks to 20 per cent amid rate hikes. Tardif is also bearish on Canadian banks, noting higher mortgage rates could create some complications for them. He likes names like Restaurant Brands and MTY Food.
It’s very easy to find cheap stocks: Portfolio manager Jean-François Tardif​
June 2, 2022
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Jean-François Tardif, founder and portfolio manager of Timelo Investment Management, joins BNN Bloomberg and he talks about he’s not bearish on everything, just the very expensive and unprofitable tech stocks. He says there are good bargains to be found in the energy, housing, lumber and small cap sectors. His stocks picks are Profound Medical Corp. (PRN TSX), which he says has a better procedure to treat prostate cancer; Wajax (WJX TSX) due to its new CEO and expected growth; and Crescent Point Energy (CPG TSX), as one of the cheapest energy stocks available.
Tech Stock are a no-go for me. I prefer value, cheap names: Strategist​
May 4, 2022
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Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg as investors await the Fed rate decision. Tardif notes rates will continue to move higher. He advises investors to look at companies that could benefit from rising prices, such as small energy names and home builders.
Oil above US$100/bbl will be the new normal: Timelo's Jean-Francois Tardif
April 18, 2022
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Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg to share his investing ideas amid rising rates, inflation and less free money. He likes energy names like Whitecap.
I wouldn't be surprised if the BoC hikes 50BPS in April, it's probably better: Strategist
March 29, 2022
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Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg to discuss his market outlook. Tardif notes the BoC is behind with its inflation policies. He likes commodities, royalties and shorting bonds.
Avoid expensive stocks, concentrate on the forgotten names: Timelo's Jean Francois Tardif
October 6, 2021
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Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg to share his stock picks for a wobbly market. He likes royalties on oil & gas like Freehold, Topaz Energy, and PrairieSky Royalty. He also recommends looking at names with low valuations that have been forgotten like Celestica and Parkland Fuel.
There is a risk in the stock market after printing huge amounts of money: Jean-Francois Tardif
September 17, 2021
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Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, shares his worries regarding markets and tapering. He notes stocks can flatline and in some cases decline as a result of printing less money and supply shortages.
If we keep printing money at this rate the Canadian dollar is going to crash: Portfolio Manager
August 19, 2021
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Jean-Francois Tardif, founder and portfolio manager of Timelo Investment Management, joins BNN Bloomberg for his outlook on the market. Tardif thinks inflation is more than transitory and if the BoC keeps printing money at the current rate the Canadian dollar could crash.
Higher inflation for longer rather than transitory: Timelo's Jean-Francois Tardif
July 26, 2021
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Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg as markets slip from record highs. If COVID takes a bad turn he likes Nautilus and AirBoss. He sees higher inflation for longer and likes Keg Royalties Income Fund, Restaurants Brands, and Cogeco Communications to play that.
I am focusing on inflation and stocks related to it: Portfolio manager Jean-Francois Tardif
July 2, 2021
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Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg to talk about the COVID recovery strategy and his outlook on inflation. He says investing in energy and housing stocks is one way to take advantage of the recovery plays.
Inflation will be much worse than everyone thinks: Timelo's JF Tardif
April 26, 2021
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Timelo Investment Management Founder and Portfolio Manager Jean-Francois Tardif said Fed officials are wrong about inflation being transitory and that in two to four years inflation will be a big problem. He recommends investing in inflation-environment winners CI Financial and Home Capital Group.
Higher inflation for longer rather than transitory: Timelo's Jean-Francois Tardif
July 26, 2021
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Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, joins BNN Bloomberg as markets slip from record highs. If COVID takes a bad turn he likes Nautilus and AirBoss. He sees higher inflation for longer and likes Keg Royalties Income Fund, Restaurants Brands, and Cogeco Communications to play that.
The 40-year bond bull market is over, go for commodities: Timelo's Jean-Francois Tardif​
March 29, 2021
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Timelo Investment Management Founder and Portfolio Manager JF Tardif lays out his investing strategy; ditching bonds and buying up stocks in real estate, oil and other COVID-recovery themes.
Hedge funds need to pay far more attention to shorting interest: Timelo's Jean-Francois Tardif​
February 3, 2021
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Jean-Francois Tardif, Timelo Investment Management founder and portfolio manager says the retail investors are not going away, meaning anyone planning to short a stock needs to be highly aware of the shorting interest and assess the risks of going against another Reddit mod. He prefers to follow a stock's fundamentals, good management and upcoming catalysts.
The second lockdown is a deathblow to some companies: Timelo's Jean-Francois Tardif
December 8, 2020
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Timelo Investments Founder and Portfolio Manager Jean-Francois Tardif says that despite the possibility of an economic boom in 2021, there will be pandemic-induced shortages resulting in higher than expected inflation and poorly positioned companies will go under.
COVID- hurt stocks will be recovered within a year if the vaccine goes ahead: Portfolio manager
November 9, 2020
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Timelo Investment Management founder and portfolio manager Jean-Francois says the positive vaccine news from Pfizer and BioNTech is causing a rally in the markets today because hundreds of millions of doses are already prepared for distribution once their candidate gets the green light.
Still finding buys in a bumpy stock market ride
September 25, 2020
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Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, expects volatility to increase in stock markets but that buying opportunities still exist. He outlines some of his top names and explains what you should look for in trying to determine the potential for further gains.
Companies that benefited from the virus should lose momentum if there's a vaccine: Portfolio Manager
August 28, 2020
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Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, talks about his portfolio strategy in the case of a second wave of COVID-19. He says companies that benefited during the pandemic such as Apple should lose momentum if there's a vaccine.
Look to value and smaller cap stocks for opportunity: Timelo's Tardif
June 15, 2020
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Fears over a possible second wave of COVID-19 are weighing on the markets today. Jean-Francois Tardif, founder and portfolio manager at Timelo Investment Management, says despite the market pressures, investors can still find attractive buying opportunities. During this volatile time, he suggests small cap stocks and value stocks. Names such as Canaccord Genuity, Home Capital Group, and Andrew Peller.