Stocks may be falling but Rebecca Teltscher, portfolio manager at
Newhaven Asset Management’s portfolio is up, proving that her
long-term, fundamentals driven approach is working. Rather than
chasing short-term trends, she focuses on defensive
investments—companies that provide critical infrastructure and
offer long-term stability by prioritizing dividends. She says
Donald Trump’s trade war means stagflation is a huge risk but
notes the sectors she invests in are attractive regardless of an
economic slowdown or rise in inflation. She tells In the Money
with Amber Kanwar why she’s bullish on Canadian stocks, why
valuation matters more than hype, and reveals the companies she’s
buying now—including one energy name she calls “the most enticing
buy in the market.”
Timestamps
00:00 Show intro
01:45 Rebecca explains her defensive approach to investing
04:00 What tariffs mean for the defensive dividend-paying
approach
06:00 Is stagflation is a big risk and what’s the stagflation
playbook?
09:45 U.S. vs. Canadian stocks & why Rebecca thinks Canadian
stocks are poised to continue to outperform
14:45 Carney vs. Poilievre: assessing the what the next Prime
Minister will mean for Canadian markets
17:45 In the Money mailbag: Is Algonquin Power & Utilities
hopeless?
22:45 What are Rebecca’s thoughts on Telus as a long-term
hold?
25:45 Will BCE cut the dividend?
29:40 What is a catalyst for Nutrien?
31:45 Rebecca’s thoughts on Gibson Energy
33:45 Is there more upside in Manulife?
35:15 Rebecca’s thoughts on the Hamilton U.S. Bond Yield
Maximizer ETF
39:45 Rebecca’s Pro Picks
53:00 Goodbye & coming up
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