Building or rebalancing your portfolio and wondering what investments to consider next?
Here’s what leading experts featured on BNN Bloomberg say investors should consider adding and dropping from their portfolios today.
Andrey Omelchak | Founder, CEO & CIO, LionGuard Capital Management
In your opinion, what single investment should investors own right now — and why?
Bird Construction (BDT-TSX)
One of the most direct beneficiaries of the “Build Canada” theme, with direct exposure to Canadian infrastructure, industrial, nuclear, and defense-related projects. Backlog has grown by 45 per cent year over year, providing strong multi-year revenue visibility and supporting a more predictable earnings profile. The company has significantly improved the quality of its business in recent years, focusing on higher-margin, lower-risk, long-duration work, with benefits of that forthcoming in 2026 and beyond. We expect further increases in backlog, large margin expansion, and excellent free cash flow generation. In our view, the valuation is highly attractive even without any multiple expansion, which we believe is clearly warranted given the multi-year visibility into this multi-year upcycle.
From your perspective, what is one investment investors should consider dropping from their portfolios — and why?
Robert Half (RHI)
Placement and staffing agencies are facing pressure from both sides — hiring activity slows in a higher-rate environment, while AI is rapidly automating candidate sourcing and screening. That combination puts pressure on both volumes and pricing. It’s a model with limited differentiation and increasingly weakening economics.
