3 Ways to Invest in the “New Canada” (One Revealed Inside)

On Friday, President Donald Trump abruptly cut off trade talks with Canada, calling it “a very difficult country to trade with” and slamming its digital services tax as “egregious.” That tax — a retroactive $2 billion bill aimed at U.S. tech giants like Amazon.com Inc. $AMZN ( ▲ 1.01% )  , Meta Platforms Inc. $META ( ▲ 0.41% ) , and Alphabet Inc. $GOOG ( ▲ 0.67% )  — was due Monday.

But by late Sunday, in a dramatic reversal, Canada’s new Prime Minister Mark Carney announced the tax would be rolled back. The move worked, with both countries aiming to strike a tariff deal by July 21.

But there’s a bigger story here, as America’s second-largest trading partner is asserting itself economically, politically, and strategically.

And that’s where the opportunity lies.

Canada is investing in its own AI infrastructure, reshaping its energy strategy, and breaking down internal trade barriers to unlock domestic growth.

It’s a bold new playbook, and that playbook is opening up investing opportunities in energy, finance, and tech.

For our SPC Premium members, we released a printable newsletter that shares three ways to invest in this “New Canada” this morning. It’s only fair as a paid-up member that they have unrestricted access to our briefings on all three companies.

But we also wanted to share one of those companies with you that we mentioned the other day: Enbridge Inc. $ENB ( ▲ 0.74% ) . It’s an "all-of-the-above” energy provider headquartered in Alberta. And from data centers to the country’s energy goals, we really like this company as a benefactor of the “New Canada.” Plus, it also has substantial operations throughout all of North America as a bonus.

You can check out a preview of the newsletter below.

And you can consider upgrading your membership on the report page below for full access to see all three companies in a printable PDF format.

One of those companies is creating the “Robinhood of the North,” while the other is building “Sovereign AI” in Canada.

Chief Stock Picker Bill Patalon will be back tomorrow with his 2025 Mid-Year Review.

Take care,