David Burrows’ Bullish Bets: GE, Agnico, and Imperial
David Burrows names his top stocks for navigating 2025’s shifting market terrain—GE Aerospace, Agnico Eagle, and Imperial Oil lead the charge with cash flow, clarity, and capital returns.

David Burrows, President and Chief Investment Strategist at Barometer Capital Management, has once again put a confident stamp on where the smart money should be headed. His latest appearance on BNN Bloomberg wasn’t just a market check-in, it was a declaration. A declaration that risk assets are not just surviving—they’re thriving. With global liquidity expanding, populist fiscal spending pushing demand, and equity market breadth improving, Burrows says the tides are turning in favor of large caps with pricing power, free cash flow and a grip on their future.
Since the Trump-led tariff shock rippled through markets, we’ve witnessed a recalibration. Breadth in equities and commodities has improved globally. That kind of synchronized strength across sectors is rare and typically signals the next leg up for risk-on assets. Burrows isn’t mincing words. He believes the macroeconomic backdrop—softening monetary policy, aggressive government spending and robust earnings potential—suggests risk assets are the place to be.
Barometer Capital isn’t chasing momentum blindly. They’re targeting self-financing companies with accelerating cash flows and the ability to return capital to shareholders. Companies that offer consistency, clarity and leverage over their own destinies. And in this environment, Burrows’ latest top picks—GE Aerospace (NYSE: GE), Agnico Eagle (TSX: AEM) and Imperial Oil (TSX: IMO)—stand out not just as solid plays, but as strategic bets on structural trends.
