Greg Newman, senior wealth advisor & portfolio manager at Newman Group, ScotiaMcLeod, shares his outlook on North American Equities & Dividend Stocks. <\/p>\n
Greg Newman, Senior Wealth Advisor & Portfolio Manager, Newman Group, ScotiaMcLeod<\/p>\n
Focus: North American equities and dividend stocks<\/p>\n
Top Picks: Keyera<\/a>, Brookfield Infrastructure<\/a>, TFI International<\/a><\/p>\n MARKET OUTLOOK:<\/p>\n Markets continue to remain buoyant. Stubborn inflation, trade uncertainty, and geopolitical tensions continue to be overpowered by resilient earnings growth.<\/p>\n Valuations may not be cheap, but market breadth is improving.<\/p>\n Many stocks offer a compelling risk versus reward profile.\u202f<\/p>\n That said stocks often go on sale during the summer swoon period that is approaching.<\/p>\n We plan on using any weakness to add names we like.<\/p>\n TOP PICKS:<\/p>\n 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. <\/p>\n Keyera<\/a> (KEY TSX)<\/p>\n Brookfield Infrastructure<\/a> (BIP.UN TSX)<\/p>\n TFI International<\/a> (TFII TSX)<\/p>\n DISCLOSUREPERSONALFAMILYPORTFOLIO\/FUNDKEY TSXYYYBIP.UN TSXYYYTFII TSXYYY<\/p>\n PAST PICKS: OCT. 27, 2025<\/p>\n 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. <\/p>\n iShares US Aerospace & Defense ETF<\/a> (ITA CBOE)<\/p>\n Then: US$218.90<\/p>\n Now: US$239.56<\/p>\n Return: 9%<\/p>\n Total Return: 10%<\/p>\n