Greg Newman, Senior Wealth Advisor & Portfolio Manager, Newman Group, ScotiaMcLeod
Focus: North American equities and dividend stocks
Top Picks: Keyera, Brookfield Infrastructure, TFI International
MARKET OUTLOOK:
Markets continue to remain buoyant. Stubborn inflation, trade uncertainty, and geopolitical tensions continue to be overpowered by resilient earnings growth.
Valuations may not be cheap, but market breadth is improving.
Many stocks offer a compelling risk versus reward profile.
That said stocks often go on sale during the summer swoon period that is approaching.
We plan on using any weakness to add names we like.
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TOP PICKS:
Keyera (KEY TSX)
Brookfield Infrastructure (BIP.UN TSX)
TFI International (TFII TSX)
| DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
|---|---|---|---|
| KEY TSX | Y | Y | Y |
| BIP.UN TSX | Y | Y | Y |
| TFII TSX | Y | Y | Y |
PAST PICKS: OCT. 27, 2025
iShares US Aerospace & Defense ETF (ITA CBOE)
Then: US$218.90
Now: US$239.56
Return: 9%
Total Return: 10%
Financial Select Sector SPDR Fund (XLF NYSEARCA)
Then: US$53.33
Now: US$55.57
Return: 4%
Total Return: 5%
iShares Russell 2000 ETF (IWM NYSEARCA)
Then: US$250.30
Now: US$291.92
Return: 17%
Total Return: 17%
Total Return Average: 11%
| DISCLOSURE | PERSONAL | FAMILY | PORTFOLIO/FUND |
|---|---|---|---|
| ITA | Y | Y | Y |
| XLF NYSEARCA | Y | Y | Y |
| IWM NYSEARCA | Y | Y | Y |
