In this episode of In the Money with Amber Kanwar we sit down
with veteran investor Gordon Reid of Goodreid Investment Counsel
who is actively searching for value beyond the usual Magnificent
7 names. Reid explains how he’s managed to outperform by picking
strong performers across the other 493 names in the S&P
500—and where he’s finding the most overlooked opportunities
today.
Although he does hold some of the usual big tech stocks, he
shares 7 stock ideas outside of the Mag 7 that he believes are
positioned to outperform, spanning financials, healthcare, and
industrials.
Reid offers his long-term perspective on tech concentration,
American exceptionalism, and why the AI revolution is still in
its early innings. In the mailbag, he weighs in on Novo Nordisk
(NVO), Eli Lilly (LLY), Merck (MRK), Elevance Health (ELV),
UnitedHealth (UNH), Visa (V), Uber (UBER), and RTX (RTX) —
revealing which ones he’s buying, avoiding, or watching closely.
Plus: Reid’s Pro Picks are all about U.S. financials. Find out
why he likes Goldman Sachs (GS), Morgan Stanley (MS), and
under-the-radar Jackson Financial (JXN) — and what he sees as the
next big catalyst for the sector.
Got questions? Drop them in the comments or email us at
questions@inthemoneypod.com
Don’t forget to subscribe and turn on notifications for
more expert market insights!
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/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit raymondjames.ca today to
discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit
ATB.com/inthemoney for more information.
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In the Money delivers expert stock picks, market analysis, and
timely investing insights. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers and financial experts. Covering everything from ETFs and
Canadian stocks to global investing trends, dividend strategies,
and risk management, this show is made for DIY investors, stock
market enthusiasts, and anyone looking to sharpen their financial
strategy.
Contact: questions@inthemoneypod.com
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