Greg Newman, senior wealth advisor & portfolio manager at Newman Group, ScotiaMcLeod, shares his outlook on North American Equities & Dividend Stocks.
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.
TOP PICKS:
John Stephenson’s Top Picks: Keyera, Brookfield Infrastructure & TFI International Greg Newman, senior wealth advisor & portfolio manager at Newman Group, ScotiaMcLeod, shares his top stock picks to watch in the market.
Keyera (KEY TSX)
Brookfield Infrastructure (BIP.UN TSX)
TFI International (TFII TSX)
DISCLOSUREPERSONALFAMILYPORTFOLIO/FUNDKEY TSXYYYBIP.UN TSXYYYTFII TSXYYY
PAST PICKS: OCT. 27, 2025
Greg Newman’s Past Picks: iShares US Aerospace & Defense ETF, Financial Select Sector SPDR Fund Greg Newman, senior wealth advisor & portfolio manager at Newman Group, ScotiaMcLeod, discusses his past stock picks and how they’re doing in the market today.
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%
DISCLOSUREPERSONALFAMILYPORTFOLIO/FUNDITAYYYXLF NYSEARCAYYYIWM NYSEARCAYYY