Greg Newman, senior wealth advisor and portfolio manager at Newman Group, Scotia Wealth, shares his outlook on North American Stocks.
Greg Newman, Senior Wealth Advisor and Portfolio Manager, Newman Group, Scotia Wealth
Focus: North American stocks
Top Picks: Nvidia, Vertiv Holdings, Canadian Pacific Kansas City
MARKET OUTLOOK:
Is this the usual September swoon or the start of something more? While earnings growth has been fabulous, rising bond yields remain a headwind. Data points on inflation and oil prices are particularly in focus as they will help determine the rate path of the U.S. Federal Reserve and Bank of Canada. As such, we are being extra mindful of our asset allocation while looking for opportunities as they become mispriced.
TOP PICKS:
Greg Newman’s Top Picks: Nvidia, Vertiv Holdings & Canadian Pacific Kansas City Greg Newman, senior wealth advisor and portfolio manager at Newman Group, Scotia Wealth, shares his top stock picks to watch in the market.
Nvidia (NVDA NASDAQ)
Offers investors explosive growth at a reasonable price.
Vertiv Holdings (VRT NYSE)
Offers investors high growth at a reasonable price
Canadian Pacific Kansas City (CP TSX)
Offers investors nice growth at a reasonable price
DISCLOSUREPERSONALFAMILYPORTFOLIO/FUNDNVDA NASDAQYYYVRT NYSEYYYCP TSX YYY
PAST PICKS: SEPT. 25, 2025
Greg Newman’s Past Picks: AtkinsRéalis, Keyera & Tourmaline Oil Greg Newman, senior wealth advisor and portfolio manager at Newman Group, Scotia Wealth, discusses his past stock picks and how they’re doing in the market.
AtkinsRéalis (ATRL TSX)
Then: $100.10
Now: $84.88
Return: -15%
Total Return: -15%
Keyera (KEY TSX)
Then: $46.80
Now: $54.56
Return: 16%
Total Return: 20%
Tourmaline Oil (TOU TSX)
Then: $63.65
Now: $61.38
Return: -4%
Total Return: -1%
Total Return Average: 1%
DISCLOSUREPERSONALFAMILYPORTFOLIO/FUNDATRL TSXYYYKEY TSXYYYTOU TSXYYY