Gordon Reid’s Best U.S. Stock Picks Outside the Mag 7 | In the Money with Amber Kanwar скачать в хорошем качестве

Gordon Reid’s Best U.S. Stock Picks Outside the Mag 7 | In the Money with Amber Kanwar

👉 Click Here to Subscribe:    / @inthemoneypod   Gordon Reid’s Best U.S. Stock Picks Outside the Mag 7 | In the Money with Amber Kanwar Are U.S. stocks still exceptional or is the party over? On this episode of In the Money with Amber Kanwar, veteran portfolio manager Gordon Reid of Goodreid Investment Counsel breaks down why he’s still bullish on U.S. equities, how he's navigating AI hype, and why investors might be overlooking 493 other S&P stocks beyond the Magnificent 7. Gordon explains why Nvidia’s $4 trillion valuation doesn’t mean we’ve missed the AI moment and why the bigger opportunity lies in companies leveraging AI to enhance their business, not just build the infrastructure. He breaks down how to compete in a market that feels expensive, and explains how investors should think about long-term returns in an environment defined by volatility, not clarity. In the mailbag, Gordon digs into some of the most talked-about names in the market. He shares his outlook on healthcare giants like Novo Nordisk (NVO), Eli Lilly (LLY), and Merck (MRK) and why the drug pipeline model may be more fragile than it seems. He breaks down whether Elevance Health (ELV) and UnitedHealth (UNH) are oversold or structurally challenged. Plus, he weighs in on Visa (V) amid fintech disruption, revisits his Uber (UBER) thesis, and explains why RTX remains a stable long-term hold. Then, in Pro Picks, Gordon reveals three U.S. financial stocks he’s buying now: Goldman Sachs (GS), a capital markets powerhouse with room to grow; Morgan Stanley (MS), a wealth management leader with $5 trillion in assets under management; and Jackson Financial (JXN), a small-cap annuity giant trading at just 4.5x earnings and returning 12% of its market cap to shareholders. From capital markets tailwinds and falling rates to overlooked U.S. small caps and annuity plays, this episode is packed with long-term investment strategy and timeless wisdom for navigating market cycles. Timestamps 00:00 Show intro with Executive Producer Jillian 03:20 Amber welcomes Gordon Reid 04:30 Gord thinks U.S. exceptionalism is evolving, but there’s a big opportunity in the U.S. 05:30 Thoughts on the AI revolution 08:00 How to balance tech exposure with everything else 11:30 What about tariffs? 14:00 ITM Mailbag: U.S. pharma and Novo Nordisk stock (NVO) 20:00 Elevance Health stock (ELV) 24:40 Visa stock (V) 28:40 RTX stock (RTX) 32:45 Gordon’s thoughts on using CDRs 35:25 Uber stock (UBER) 44:30 Gordon’s Pro Picks: U.S. Banks Sponsors This episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard... For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned. Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information. Links https://inthemoneypod.com/   / inthemoneypod   https://facebook.com/profile.php?id=6...   / inthemoneypod     / inthemoneypod   [email protected] DISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions. BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.