Welcome to episode 58 of The 5-Minute Investor Podcast, where Stockhouse columnists Jonathon Brown and me, Trevor Abes, each deliver a 2.5-minute profile on stocks related to recent news stories with investment implications. This week, as the war in Iran keeps the price of oil near US$100 per barrel, pushing the prices of energy-intensive goods higher, inflation is once again front-and-centre on most consumers’ and investors’ minds, with Canadian food prices rising by 4.4 per cent year-over-year in March and that figure expected to increase in 2026. Unsurprisingly, a number of food stocks, such as Blender Bites and MTY Food Group, have been struggling to keep up with rising costs as of late. This is far from the case, however, for the pair of stocks we’re profiling for our listeners today.
Here are Jon’s show notes for episode 58:
- A high‑risk food stock betting on discipline over growth.
- Jon’s food stock worth space on your table is GoodFood Market (TSX:FOOD), a top Canadian provider of ready-to-eat meals.
- At the time of writing, Goodfood stock last traded at C$0.18, adding 2.78 per cent year-over-year, while giving back more than 97 per cent since 2021.
Here are Trevor’s show notes:
- Happy Belly Food Group announces 14th consecutive record quarter and third consecutive quarter of positive net income from operations.
- Canadian Consumer Price Index, March 2026 (Statistics Canada).
- How much more the average Canadian family is expected to spend on food in 2026 (CTV News).
- Trevor’s food stock is Happy Belly Food Group (CSE:HBFG), an acquirer and scaler of emerging Canadian food brands, including Rosie’s Burgers, Yolks and Heal Wellness.
- At the time of writing, Happy Belly stock last traded at C$1.64, adding 45.13 per cent year-over-year and more than 1,200 per cent since 2022.
Here’s the most recent trio of episodes:
- Episode 55: How to hedge against sky-high oil.
- Episode 56: Capitalizing on the oil price spike.
- Episode 57: Must-own drone stocks.
Thanks for listening!
The 5-Minute Investor Podcast is on Spotify, YouTube, iHeartRadio, Stockhouse or wherever finer podcasts are found.
Join the discussion: Find out what investors are saying about these food stocks on the Goodfood Market Corp. and Happy Belly Food Group Inc. Bullboards, and make sure to explore the rest of Stockhouse’s stock forums and message boards.
