✅✅Markets have ripped higher since April, but Grant White warns against complacency and chasing returns, and explains where quality still hides in Canada. He breaks down the TSX backdrop, why energy lags, and three names he’s watching: Rio Tinto, Cogeco, and PrairieSky Royalty. According to the segment, the TSX is up 20%+ off the April lows.

Investors are getting “a bit complacent” and chasing returns in crypto, big tech; the advice: re‑target to quality, strong free cash flow and balance sheets.

In this video
✅Market setup: TSX momentum since April; why “record highs” headlines can mask underperformers.
✅Beware the mood: complacency & chase‑the‑winners risk; focus on quality.
✅Energy vs TSX: The energy component has lagged the broader index this year.
✅Rio Tinto (RIO): tariff jitters could be a buying opportunity; diversified miner with lithium exposure.
✅Cogeco (CGO): knee‑jerk selling on revenue guidance vs. improving free cash flow; wireless strategy in play.
✅PrairieSky Royalty (PSK): a royalty model (land rights) that avoids operator costs—an overlooked value idea.

Chapters
00:00 – TSX +20% off April lows; what the rally hides.
00:50 – The complacency trap & why to refocus on quality.
01:30 – Energy lagging the TSX setting up selective opportunities.
02:15 – Rio Tinto: tariffs → opportunity; diversified with lithium.
03:05 – Cogeco: revenue worries vs. FCF and wireless optionality.
04:00 – Prairie Sky: royalty economics & “overlooked” value case.

🔍Key takeaways
✔️The TSX’s summer run is real, but discipline FOMO; don’t chase.
✔️Look where the index isn’t: energy lagged, and select names may offer better risk‑reward.
✔️RIO, CGO, PSK: three different ways to play Canada—diversified miner with lithium, cash‑flowing cable/wireless operator, and a capital‑light royalty model.

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