Picking Canadian Small Cap Winners with Jordan Zinberg | Ep.114

Stuart Fieldhouse meets fund manager Jordan Zinberg of Bedford Park Capital. Jordan manages the fund's portfolio of around 20 Canadian smallcap companies and describes how he selects stocks. He also talks with Stuart about the Canadian smallcap market in general and the effect that short-selling is having on stocks. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to Bedford Park Capital with Jordan Zinberg 01:41 Portfolio concentration, and the Canadian smallcap market 03:03 Overview of the Canadian equities markets vs the US market 05:44 How does a smallcap manager add value? 08:24 How Jordan picks his investments and generate alpha 11:52 Red flags to avoid 14:20 Jordan's top-performing stocks: Source Energy [TSX:SHLE] 21:08 Jordan's top-performing stocks: Propel [TSX:PRL] 23:33 Favoured sectors 25:02 Geographical bias 26:07 Short-selling in the Canadian market