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Home » News » Christine Poole’s Top Stock Selections: Investing in Uncertain Times

Christine Poole’s Top Stock Selections: Investing in Uncertain Times

Christine Poole’s Market Outlook: Top Stock Picks for Stability and Growth in 2025

Editorial Team (ET)July 8, 2025



Despite market volatility and economic headwinds, financial markets have shown remarkable resilience. U.S. President Donald Trump’s aggressive tariff policies and ongoing cost-cutting measures through the Department of Government Efficiency (DOGE) have stirred concerns among investors. However, many of these tariffs remain in a delayed implementation phase, signaling they may be more of a negotiation tactic rather than a lasting economic shift.

Meanwhile, the U.S. Federal Reserve has opted to pause its easing cycle due to solid economic activity and persistently high inflation, which remains above the 2% target. The consensus now expects rate cuts to be more gradual, extending into the latter half of the year. With the U.S. dollar maintaining strength against other global currencies, multinational companies face headwinds, yet earnings per share (EPS) growth projections for 2025 still stand at 11.4%.

In Canada, the looming threat of tariffs has weighed on domestic capital investment. However, Christine Poole, Co-Chief Investment Officer at Davis Rea, advises investors to remain focused on long-term portfolio stability, emphasizing diversification across sectors and financially robust companies led by experienced management teams.

Top Stock Picks by Christine Poole

Microsoft (MSFT NASD)

Microsoft remains a dominant force in global technology, with a robust suite of products spanning Windows, Office 365, LinkedIn, and its fast-growing Azure cloud computing platform. The company has expanded into gaming with Xbox and Activision Blizzard, further diversifying its revenue streams.

With strong recurring revenue and a solid balance sheet, Microsoft presents an attractive long-term investment opportunity. Investors can also benefit from its steady dividend yield of 0.8%, reflecting the company’s commitment to shareholder returns.

S&P Global (SPGI NASD)

A leader in financial data and analytics, S&P Global operates across five critical sectors: Market Intelligence, Ratings, Commodity Insights, Mobility, and Indices. The company provides essential market data that financial professionals and institutions rely on daily.

With over 70% of its revenue being subscription-based, S&P Global ensures consistent cash flow and strong organic growth potential. Its dividend yield of 0.7% adds another layer of value for investors looking for stability in the financial sector.

Enbridge (ENB TSX)

Enbridge is a cornerstone of North America’s energy infrastructure, boasting the world’s largest crude oil and liquids pipeline system. It also operates extensive natural gas pipelines, a major gas utility franchise, and a growing renewable energy segment.

With 98% of its cash flow backed by long-term contracts and 95% of its customers being investment-grade counterparties, Enbridge operates with minimal commercial risk. Its impressive 6.2% dividend yield and 30-year history of consecutive dividend increases make it a compelling pick for income-focused investors.

Conclusion

Christine Poole’s latest stock selections emphasize financial stability, recurring revenue, and long-term growth potential. While geopolitical and economic uncertainties persist, her picks—Microsoft, S&P Global, and Enbridge—demonstrate resilience in their respective industries. Investors seeking strong fundamentals, steady cash flows, and reliable dividends would do well to consider these recommendations.






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