Jordan Zinberg Reveals His Must-Watch Canadian Stocks for 2025

Jordan Zinberg Spotlights Hidden Gems in Canadian Small and Mid-Cap Stocks for 2025.

Editorial Team (ET)May 13, 2025

Jordan Zinberg, the president and CEO of Bedford Park Capital, offers a nuanced perspective on the current state of equity markets. Following a stellar 2024, when major North American indices rose by over 20%, 2025 is shaping up to be more cautious. Zinberg highlights the valuation gaps between U.S. large-cap equities and their Canadian counterparts, particularly in the small and mid-cap space.

“The disparity in earnings multiples between U.S. and Canadian equities presents a unique opportunity,” says Zinberg. He also notes that while high-quality stocks are no longer trading at distressed valuations, small and mid-cap equities in Canada continue to offer substantial growth at attractive prices.

Top Picks: Goeasy, Mainstreet, and Source Energy Services

Zinberg’s top picks reflect his focus on high-potential, undervalued Canadian equities. Each of these companies represents a strong growth story with solid fundamentals.

Goeasy Ltd. (GSY TSX)

Goeasy, a specialty lender, has carved out a significant niche in Canada’s non-prime market. The company’s recent expansion into credit cards—a segment previously untapped by Goeasy—signals continued growth potential. With a robust balance sheet and a proven track record of delivering 20%+ returns on equity, Goeasy’s valuation at just seven times 2026 earnings offers a compelling case for investors.

“This is a company that understands its market and executes consistently,” says Zinberg.

Mainstreet Equity Corp. (MEQ TSX)

Mainstreet specializes in mid-market rental apartment buildings across Western Canada. The company is thriving amid increasing market rents and low vacancy rates. With strong liquidity for future acquisitions and a current valuation below its estimated net asset value, Mainstreet stands out as a leader in the real estate sector.

Zinberg highlights the company’s ability to capitalize on favorable market dynamics, saying, “Mainstreet is well-positioned to continue its growth trajectory.”

Source Energy Services Ltd. (SHLE TSX)

Source Energy Services, a Calgary-based oilfield services provider, plays a critical role in Canada’s energy sector. As one of the country’s largest suppliers of frac sand, the company is poised to benefit from the LNG Canada project coming online this year. Despite robust demand and strong financial performance, Source Energy Services remains undervalued, creating an appealing entry point for investors.

Zinberg points to the company’s recent debt refinancing at a lower rate as a catalyst for future growth, emphasizing its strategic importance in Canada’s energy landscape.

Canadian Equities: A Land of Opportunity

Zinberg’s insights underscore the value of looking beyond large-cap U.S. equities to uncover opportunities in Canadian small and mid-cap stocks. These underappreciated gems often deliver significant returns for investors willing to navigate the nuances of the domestic market.

“Canadian equities offer a combination of stability and growth that’s hard to find elsewhere,” says Zinberg. His recommendations highlight a balanced approach to investing in sectors with both immediate and long-term potential.

Conclusion

Jordan Zinberg’s top picks for 2025—Goeasy, Mainstreet, and Source Energy Services—illustrate the opportunities available in Canada’s small and mid-cap equity market. With solid fundamentals and room for growth, these companies represent excellent prospects for investors seeking value in an uncertain market. Zinberg’s strategic focus on profitability, liquidity, and market positioning reaffirms the strength of Canadian equities in navigating today’s financial landscape.

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