Teal Linde’s Market Strategy: Fly High With Air Canada, Pin Profits With Pinterest, and Search for Gains With Alphabet

Unlocking Market Opportunities: Teal Linde’s Strategic Stock Picks for March 2025

Editorial Team (ET)July 7, 2025

The markets are navigating through yet another wave of volatility, with geopolitical tensions and trade disputes creating an environment of uncertainty. The latest threat of aggressive tariffs from the U.S. administration has investors on edge, as unpredictability remains a constant under President Donald Trump’s negotiation tactics. His approach—anchoring high, keeping the world guessing, and leveraging media to apply pressure—has sent tremors through the financial sector.

Yet, seasoned investors know that volatility breeds opportunity. While fears of a protectionist shift loom, there’s a clear strategy for those looking to hedge against uncertainty. Companies that operate domestically, offer essential services, or lead in technological innovation remain well-positioned to thrive. Artificial intelligence continues to drive productivity, and the tech sector remains a cornerstone of long-term portfolio growth.

Against this backdrop, Teal Linde, manager of the Linde Equity Fund, has identified three compelling investment opportunities: Air Canada, Pinterest, and Alphabet. Each presents a unique value proposition in today’s unpredictable market.

Air Canada (AC TSX): A Turnaround in the Making

Air Canada is trading at a steep discount compared to its historical valuation, making it a highly attractive turnaround play. The airline has significantly improved its balance sheet and operational efficiency since the early days of the COVID-19 crisis. Despite these improvements, its stock price remains near levels seen five years ago.

In November 2024, Air Canada’s management showed confidence in the company’s undervaluation by launching a one-year share buyback plan, aiming to repurchase up to 10% of outstanding shares. The board backed this conviction further in March 2025 by issuing a significant number of stock options to executives at a strike price of $17.03. Insiders have also been accumulating shares at around $17. Today, however, Air Canada’s stock is trading below $16—a level even lower than where the company itself had been repurchasing shares.

For investors willing to weather short-term market turbulence, Air Canada offers a promising upside. If the airline’s stock merely returns to its levels from four months ago, shareholders could see gains of 50%. With improving financials and strong insider confidence, the case for Air Canada as a value play is compelling.

Pinterest (PINS NYSE): Growth at a Reasonable Price

Pinterest has evolved beyond being a niche social platform into a serious contender in the digital advertising space. Under its current management, the company has implemented AI-driven personalization, significantly increasing user engagement and monetization.

Revenues are expanding at a steady 15% annual rate, yet Pinterest’s price-to-earnings ratio remains under 18 based on expected 2025 earnings. With over 500 million monthly active users, the platform is uniquely positioned as a visual search engine where users seek inspiration and shopping ideas. Women account for two-thirds of its user base, while Gen Z is the fastest-growing demographic, making Pinterest an attractive proposition for advertisers.

The company’s monetization potential is particularly compelling. Currently, Pinterest earns around $9 per user in North America, while its European and global users generate just $1.38 and $0.19, respectively. With 80% of its audience outside the U.S. and Canada, there’s vast untapped revenue potential. As Pinterest scales its advertising capabilities and expands its international monetization strategy, the stock presents a strong long-term growth opportunity.

Alphabet (GOOGL NASDAQ): The Best Value Among Tech Giants

Alphabet stands out as the most attractive investment among mega-cap tech stocks, offering a blend of growth, stability, and reasonable valuation. While peers like Apple, Microsoft, and Amazon trade at price-to-earnings multiples of 25 to 30, Alphabet is available at just 18.5 times next year’s expected earnings.

One reason for this discount is the ongoing antitrust scrutiny facing Google. However, these legal risks appear largely priced in, and there are signs that regulators may be open to negotiation rather than outright dismantling of the company’s core businesses. Recent developments—including lukewarm enforcement of a potential TikTok ban and increasing political interest in protecting domestic tech giants—suggest that Alphabet may be able to reach a settlement that preserves its market dominance.

Despite fears that AI-driven platforms like ChatGPT could erode Google’s search advertising business, recent financial results tell a different story. Search revenues grew by 12.5% last quarter, and AI integration within Google’s ecosystem has only enhanced user engagement. Alphabet’s leadership in AI and digital advertising ensures that it remains a powerhouse in the tech sector.

Final Thoughts

In a market gripped by uncertainty, Teal Linde’s picks reflect a blend of value, growth, and resilience. Air Canada offers a turnaround opportunity with strong insider confidence, Pinterest is tapping into its vast monetization potential, and Alphabet remains the best-priced tech giant with continued revenue growth.

Investors looking to navigate today’s volatile market should consider these picks as they balance risk with reward. With economic unpredictability showing no signs of easing, the ability to identify undervalued opportunities will be key to long-term success.

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