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Planting Profits: Brianne Gardner’s Picks That Grow

A deep dive into Brianne Gardner’s latest market strategy, spotlighting automation, royalty power, and enterprise AI as the next big investment frontiers.

•• 2 Min
Planting Profits: Brianne Gardner’s Picks That Grow

In a market fueled by geopolitical flare-ups and fiscal reshuffling, few voices cut through the noise like Brianne Gardner’s. As Senior Wealth Manager at Velocity Investment Partners, Raymond James, Gardner has carved out a reputation for sharp, disciplined insights. On June 16, 2025, she delivered her latest take—zeroing in on Canadian and U.S. large caps that combine resilience, strategic positioning, and growth upside.

She’s not chasing the froth. She’s making calculated bets in sectors that align with long-term structural shifts. Gardner’s picks—ATS Corp, Altius Minerals, and Salesforce—aren’t just good businesses; they’re well-capitalized vehicles for riding out volatility while leaning into global transformations.

A Market Caught Between Optimism and Anxiety

Markets have remained surprisingly steady in 2025. The S&P 500 and Nasdaq have both clawed their way back from April’s dip, buoyed by stronger-than-expected earnings, resilient consumer demand, and a welcome cooling of inflation. The U.S. economy continues to defy doomsayers, helped along by the landmark “Big Beautiful Bill”—a fiscal juggernaut channeling hundreds of billions into infrastructure and defense. Still, risks loom.

Oil prices surged over seven percent last week, temporarily topping $74 per barrel. The trigger? Renewed unrest in the Middle East and threats of shipping disruption in the Strait of Hormuz—a choke point for global energy. It’s not just energy prices that are flashing warning signs; shipping insurance is spiking, freight costs are rising, and early indicators suggest global manufacturing inputs are tightening. In short, it’s not just a commodities story—it’s a supply chain story.

Canada, meanwhile, is showing surprising strength. The TSX is outperforming its global peers, lifted by a powerful trio: gold, energy, and industrials. That resilience, however, may face pressure as global trade frictions and rising costs test the durability of corporate margins, especially in resource-heavy sectors.

Against this backdrop, Gardner isn’t betting on a single theme—she’s threading a needle. She’s looking for companies with balance sheets that can flex, cash flows that endure, and exposure to megatrends like automation, electrification, and enterprise AI.

ATS Corp: Quiet Giant in Industrial Automation

Gardner’s first pick is ATS Corp (TSX: ATS), a Canadian powerhouse that might not grab headlines, but powers some of the world’s most critical industries. ATS doesn’t just build machines; it builds the infrastructure behind industries like vaccine production, nuclear energy, and food processing. That puts it in the sweet spot of automation and safety—two themes that have only grown more vital post-COVID and amid global reindustrialization.

With $860 million in bookings last quarter and a record $2.1 billion backlog, ATS isn’t struggling to find work. Execution has improved markedly since the company resolved issues with a major EV client. Margins are recovering, and the balance sheet is healing. By fiscal 2026, leverage is expected to fall to 2.7x, giving ATS the firepower to make acquisitions in high-value verticals like life sciences and nuclear.

Gardner scores the company 8 out of 10 on fundamentals, and sees a compelling 22% upside from current levels. In a world scrambling to secure supply chains and boost productivity, ATS is in exactly the right place—quietly indispensable.

Altius Minerals: Royalty Without the Risk

Altius Minerals (TSX: ALS) might not be a household name, but in investor circles, it’s a darling of the royalty model. The beauty of a royalty business is simple: you get paid when others mine, without bearing the operating risks. That means high margins, scalable revenue, and a compounding machine over the long haul.

What makes Altius different is its strategic exposure to copper, potash, and renewables—three of the most vital pillars of the energy transition and food security. Copper is the backbone of electrification. Potash is a critical input for agriculture at a time when food demand is soaring. And renewables? Well, they’re the future, and Altius has quietly built a portfolio with exposure to wind and solar royalties.

Financially, the company is rock solid. With over $200 million in marketable securities, low net debt, and a credit facility at the ready, it’s got dry powder for more deals. Add to that a steady 1.4% dividend and a track record of smart capital allocation, and you’ve got a stock that Gardner describes as a “quiet compounder” with real long-term upside.

Salesforce: The Operating System for the Enterprise

Gardner’s final pick takes us to Silicon Valley, where Salesforce (NYSE: CRM) is reinventing itself yet again. Most investors know Salesforce as the king of CRM software, the company that pioneered software-as-a-service before SaaS was cool. But what Gardner sees now is something bigger: Salesforce as the operating system for enterprise AI.

Platforms like Customer 360, Data Cloud, and Agentforce aren’t just tools—they’re ecosystems. They integrate sales, marketing, customer service, and data analytics into one AI-powered backbone. What makes it exciting today is the rapid growth in recurring revenue from AI and Data Cloud—which just passed the $1 billion mark, up 120% year-over-year.

Even with all this momentum, Salesforce trades at just 22x forward earnings—at the low end of its historical range. Margins are expanding. Capital is being returned to shareholders. And AI is now central to nearly every major deal the company signs. Gardner ranks it 9 out of 10 on fundamentals and sees more than 30% upside. In her words, “Salesforce isn’t just a software company—it’s a platform for the future of work.”

A Balanced Strategy in an Unbalanced World

Gardner’s top picks reflect a broader philosophy: embrace long-term growth themes without losing sight of risk. ATS gives you exposure to automation and industrial infrastructure. Altius taps into sustainability and resource security without the operational headaches. Salesforce offers a front-row seat to the AI revolution in enterprise software.

This is a market that demands flexibility. The global economy is being reshaped by war, supply chain fragmentation, fiscal shifts, and technological leaps. Standing still is not an option. Neither is chasing hype.

For investors watching inflation soften while geopolitical risks rise, Gardner’s message is clear: stay liquid, stay selective, and anchor your portfolio in businesses built to endure. Whether it's the quietly compounding model of Altius, the mission-critical automation of ATS, or the AI-driven future of Salesforce, Gardner’s picks offer more than just upside—they offer resilience.

In times like these, that’s not just a nice-to-have. It’s a necessity.

Conclusion

Brianne Gardner’s June 16, 2025 outlook isn’t about market timing—it’s about structural positioning. Her top picks reveal a clear-eyed approach to investing in a world where the rules are changing fast. Whether it’s automation, electrification, or digital transformation, the message is the same: focus on companies with vision, durability, and cash flow. ATS, Altius, and Salesforce aren’t speculative fliers—they’re real businesses solving real problems. And in this market, that’s where the smart money is going.

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