Greg Newman, senior wealth advisor, director and portfolio manager at the Newman Group, Scotia Wealth Management
Focus: Canadian dividend stocks and protection strategies

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MARKET OUTLOOK

The one-sided market that we’ve enjoyed since Donald Trump’s victory has likely ended, as fears of inflation, rising rates, Trump protectionism and ballooning deficits begin to percolate.   

I believe volatility will continue to be higher. That said, markets will ultimately climb the wall of worry and grind higher as earnings growth overpowers the negatives for now.

While the ride may be bumpier, it’s still not time to get off.

TOP PICKS

Greg Newman's Top Picks

Greg Newman of the Newman Group, Scotia Wealth shares his top picks: Nutrien, Pembina Pipeline and Restaurant Brands.

NUTRIEN (NTR.TO)

We believe Nutrien offers investors robust earnings growth with a well-covered and growing dividend at a reasonable price.

PEMBINA PIPELINE (PPL.TO)

Pembina offers investors attractive earnings growth with a well-covered and growing dividend at an attractive price.

RESTAURANT BRANDS (QSR.TO)

Restaurant Brands offers investors an exciting earnings growth rate with an attractive dividend at a reasonable price.

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
NTR Y Y Y
TD Y Y Y
QSR Y Y Y

 

PAST PICKS:  MARCH 24, 2017

Greg Newman's Past Picks

Greg Newman from the Newman Group, Scotia Wealth reviews his past picks: Algonquin Power, Veresen and the BMO Equal Weight U.S. Hedged to CAD Index ETF (ZUB.TO)

VERESEN (VSN.TO)
Taken over by Pembina Pipeline (PPL.TO) in October, 2017.

  • Then: $14.01
  • October 2017: $18.51
  • Return: 32.11%
  • Total return: 36.68%

ALGONQUIN POWER (AQN.TO)

  • Then: $12.77
  • Now: $12.78
  • Return: 0.07%
  • Total return: 4.61%

BMO EQUAL WEIGHT U.S. HEDGED TO CAD INDEX ETF (ZUB.TO)

  • Then: $25.34
  • Now: $31.93
  • Return: 26.00%          
  • Total return: 27.52%

Total return average: 22.93%

 

DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND
VSN Y Y Y
AQN Y Y Y
ZUB Y Y Y

 

WEBSITE: WWW.NEWMANGROUP.CA