Description

In a time of economic uncertainty, investors are seeking resilience and reliability. This week, we analyze two Canadian defensive stocks from essential industries that are built to withstand market volatility.

Jon Brown looks at Magellan Aerospace (TSX: MAL), a classic low-volatility defensive stock whose critical components for the aerospace and defense sectors are in constant demand, leading to an 88% year-to-date return. Then, Trevor Abes dives into ATS Corp. (TSX: ATS), a global leader in automation solutions, arguing its "evergreen" value proposition is fueled by long-term trends like labor shortages and reshoring.

This Episode's Picks:

Magellan Aerospace Corporation (TSX: MAL): A leading Canadian aerospace and defense company with a low-beta stock, offering investors stability, consistency, and a history of outperforming the market.

ATS Corp. (TSX: ATS): A top automation solutions provider whose technology is essential for companies looking to counteract labor shortages and increase efficiency, giving it a long runway for profitable growth.

Topics Discussed:

• The principles of defensive investing.
• Analyzing low-beta stocks for portfolio stability.
• The resilience of the aerospace and defense sectors.
• Long-term growth drivers for industrial automation.
• How trends like labor shortages and onshoring create investment opportunities.

Further Reading & Resources:

• Turbulence ahead? Magellan Aerospace emerges as a portfolio stabilizer
• ATS proves defensive prowess with a profitable Q1 2026
• This week’s picks: TSX:MAL | TSX:ATS

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Disclaimer: The material provided in this podcast is for information only and should not be treated as investment advice. For full disclaimer information, please visit themarketonline.ca/disclaimer.