Earnings season is noisy but that’s where disciplined investors can find opportunity. Grant White (Portfolio Manager, iA Private Wealth) joins BNN Bloomberg’s Opening Bell to explain why patience, quality, and strong management matter most right now.

📈 In This Video:
✔️How to turn earnings-season volatility into opportunity
✔️What to prioritize in reports (margins, cash flow, guidance, buybacks)
✔️Power Corporation’s value case and capital-return playbook
✔️Saputo’s progress since 2023—and what we still need to see
✔️How top management teams (incl. Apple) are navigating tariffs & inflation

⌚Chapters
00:00 Intro: Jobs report, earnings parade & “cutting through the noise”
00:20 Outlook: “Good choppiness”—why patience and quality win
01:55 Silver lining: Management execution shines (Saputo, Power, Constellation, Apple)
03:58 Power Corporation (POW.TO): Discount, buybacks (~+1.4% yield), long-term case
06:04 Saputo (SAP.TO): Mid-turnaround since 2023—hold vs. buy, what to watch next/ Wrap-up & key takeaways

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