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Published: September 11, 2026 at 1:16p.m. EDT 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. Market-moving news, fast: Get the BNN Bloomberg App now Sign up for the Market Call Top Picks newsletter at bnnbloomberg.ca/newsletters 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 DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND NVDA NASDAQ Y Y Y VRT NYSE Y Y Y CP TSX Y Y Y 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% DISCLOSURE PERSONAL FAMILY PORTFOLIO/FUND ATRL TSX Y Y Y KEY TSX Y Y Y TOU TSX Y Y Y
Source: BNN Bloomberg
