John Stephenson’s Top Picks for August 11, 2025 - BNN Bloomberg
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Article Excerpt
John Stephenson, President & CEO, Stephenson & Company
Focus: North American large caps and resource stocks
Top picks: Canadian Natural Resources, Headwater Exploration, Tamarack Valley
MARKET OUTLOOK:
Despite the trade noise we expect solid performance from the TSX over the balance of the year. Driving solid returns for the TSX is the strong relative value of the TSX when compared with the S&P 500 and an anticipated improvement in earnings for the TSX over the balance of the year.
Should confidence in the earnings outlook improve, as we suspect, this will help drive additional capital fl…
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