Rebecca Teltscher Reveals Her Top 3 Stocks for 2025

Rebecca Teltscher’s top stock picks offer stability and growth for 2025 amid market uncertainties.

Editorial Team (ET)July 15, 2025

Rebecca Teltscher, portfolio manager at Newhaven Asset Management, offers a cautious yet optimistic market outlook for 2025. As economic uncertainties linger and equity valuations soar, Teltscher highlights the need for a defensive investment strategy. Central bank rate cuts and AI-driven optimism contributed to robust market performance in 2024, but concerns over inflation and interest rates remain.

Teltscher predicts that the Donald Trump administration’s trade and immigration policies could add inflationary pressures. Bond markets are already signaling nervousness, with rising 10-year yields adding to the complexity. Against this backdrop, her strategy focuses on high-quality dividend stocks to ensure steady returns amidst volatility.

Top Picks: Teltscher’s Winning Trio

Canadian Natural Resources (CNQ.TSX)

Teltscher sees Canadian Natural Resources (CNQ) as a cornerstone of any defensive portfolio. CNQ, Canada’s largest crude oil producer and the second-largest natural gas producer, boasts a robust shareholder return framework. Following the acquisition of Chevron’s Western Canadian assets, CNQ has committed to returning 100% of free cash flow (FCF) to shareholders once its debt drops below $12 billion.

Despite a recent 10% dip in its stock price, Teltscher remains bullish, viewing this as an attractive entry point for long-term investors. The company’s consistent dividend growth—25 years and counting—underscores its reliability in turbulent markets.

Savaria (SIS.TSX)

Savaria stands out as a leader in the accessibility sector, driven by aging demographics and the growing demand for homecare solutions. The company’s diverse product line, ranging from stairlifts to patient-care equipment, positions it well for long-term growth.

While tariff concerns have pressured the stock, Teltscher is confident the reaction is overblown. With U.S.-based production facilities and potential tariff exemptions, Savaria has the flexibility to mitigate risks. She sees this as an opportunity to invest in a resilient company poised for continued revenue growth.

NFI Group (NFI.TSX)

NFI Group, a leading manufacturer of transit buses and motor coaches, is another key pick. Despite pandemic-induced supply chain disruptions, NFI has rebounded, driven by a growing backlog and the surging demand for zero-emission buses.

Teltscher emphasizes NFI’s strategic advantage as the sole manufacturer compliant with Buy America standards. The recent dip in NFI’s stock price, following seat availability issues, presents a buying opportunity for investors looking to capitalize on long-term growth trends in sustainable transportation.

The Dividend Advantage: Stability in Volatile Times

Teltscher’s focus on Canadian dividend stocks reflects her commitment to stability. Dividends provide a steady income stream, reducing reliance on stock price appreciation. This approach aligns with her conservative investment philosophy, prioritizing long-term value over short-term gains.

Conclusion: Positioned for Resilience in 2025

Rebecca Teltscher’s top picks—Canadian Natural Resources, Savaria, and NFI Group—highlight her strategic approach to navigating economic uncertainty. By focusing on high-quality, dividend-paying stocks, she ensures her portfolio remains resilient, even as market dynamics shift. Her insights provide a valuable roadmap for investors aiming to balance growth and stability in the year ahead.

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