3 Stocks We're Watching for 2026 (Big Opportunities Ahead)
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The Canadian Investor Podcast dives into three high-conviction stocks poised for growth by 2026, framing each as a bet on long-term structural shifts rather than short-term market noise. The episode opens with a seismic moment: SpaceX’s confidential IPO filing and OpenAI’s $122 billion private raise, signaling a new era of public market access for AI and space giants. Host Brayden Dennis then introduces QXO, a $13 billion roll-up play led by legendary private equity operator Brad Jacobs, who’s building a dominant platform in fragmented building materials—roofing, lumber trusses, and exterior products—via aggressive M&A. The strategy hinges on centralizing operations, leveraging AI for efficiency, and betting on non-cyclical demand in essential construction. Next, Simon Belanger highlights Siemens Energy (SMERY), a German industrial giant trading at a discount due to wind power struggles, but with explosive tailwinds in gas turbines and grid infrastructure driven by global energy insecurity. Finally, Dan Kent presents Dollarama, a Canadian discount retailer facing a temporary dip from weather-related sales softness, but with permanent tailwinds from a permanently altered consumer mindset—shoppers won’t return to premium grocers even if inflation cools. The episode argues that the real opportunity isn’t in AI hype, but in tangible, durable businesses that thrive in a world of rising costs and energy volatility.
Invest in QXO as a 'sidecar' bet on Brad Jacobs, the private equity mastermind behind eight billion-dollar companies, who’s building a dominant platform in fragmented building materials via aggressive M&A.
Siemens Energy (SMERY) is trading at a discount due to wind power issues, but its gas turbine and grid infrastructure segments are growing rapidly with 60B and 45B euro backlogs, respectively.
Dollarama’s 17% drop from highs is likely temporary, driven by weather, not structural weakness—consumers have permanently shifted to discount shopping, creating long-term tailwinds.
The true 2026 opportunity isn’t in AI hype, but in tangible, non-disruptible businesses with stable demand, like construction materials and energy infrastructure.
Brad Jacobs’ strategy of centralizing acquired companies onto a single tech stack is a key differentiator from passive roll-ups like Constellation.
…and 3 more takeaways available in PodZeus
The AI & Space Inflection Point
“SpaceX is apparently just confidentially filed for going public. That has been the word on the street that they were going to do that at some point this year. And they're eyeing what I heard a $1.75 trillion valuation, which is quite spectacular if you think about it.”
QXO: The Brad Jacobs Playbook
“He is directly responsible, the founder for eight, I think QXO marks his ninth billion dollar company.”
Why QXO’s Strategy Works
The episode breaks down Brad Jacobs’ four criteria for building products: massive scale, fragmentation, low digital penetration, and stable recurring demand. QXO’s acquisitions of Beacon Roofing and Kodiak align perfectly with this framework.
Siemens Energy: The Hidden Gem in Energy Infrastructure
“They currently have an order backlog of 60 billion euros and their book to bill ratio, which means it's at three, meaning they are booking almost three times as much in terms of new order than they are billing.”
Dollarama: The Permanent Shift in Consumer Behavior
“I don't think we're ever going to see people level up again in terms of shopping. I mean, prime example for me... I used to exclusively shop at Sobeys. I didn't really care. The stores were nicer. But eventually like I just kind of got pushed out of that store to places like Costco, No Frills, which would be Loblaw, like even Dollarama.”
“SpaceX is apparently just confidentially filed for going public. That has been the word on the street that they were going to do that at some point this year. And they're eyeing what I heard a $1 .75 trillion valuation, which is quite spectacular if you think about”
“He is directly responsible, the founder for eight, I think QXO marks his ninth billion dollar company.”
“They currently have an order backlog of 60 billion euros and their book to bill ratio, which means it's at three, meaning they are booking almost three times as much in terms of new order than they are billing.”
Hosts
dollarama
organization
qxo
organization
siemens energy
organization
brad jacobs
person
openai
organization
spacex
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beacon roofing
organization
lowlies
organization
no frills
organization
home depot
organization
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