Swipe, Dine, and Deal: Gordon Reid’s Recipe for Profits
Brinker, Goldman Sachs, and Visa headline Gordon Reid’s strategic picks for a resilient, opportunity-rich U.S. market.

In a market as erratic and emotionally charged as the one we’re navigating in 2025, Gordon Reid, President & CEO of Goodreid Investment Counsel, remains a voice of clarity and confidence. His latest top picks—Brinker International, Goldman Sachs, and Visa—aren’t just names thrown into the market ether. These are strategic plays, each chosen for its unique positioning in a shifting economic landscape where policy, consumer behavior, and macro data clash like tectonic plates.
The backdrop to Reid’s confidence lies in the aftermath of what many dubbed the “Trump Tariff Tantrum” earlier this year. What initially roiled the markets has now all but faded, replaced by a cautious optimism. Markets are absorbing information faster than ever, pricing in political chaos, geopolitical risk, and corporate resilience with alarming efficiency. Trump’s latest reputation as TACO—Trump Always Chickens Out—has become more than just a political jab. It’s a tell. A sign that markets may brace for fire but often get the smoke machine instead.
Despite being fully valued by many metrics, U.S. equities continue to attract capital. Reid argues that the market has room to grow, especially if corporate earnings remain strong and the economic engine continues to hum. The consumer, although strained, is still spending. Employment remains solid, and whispers of an impending tax cut offer another shot of adrenaline. But the real kicker? There’s still massive capital sitting on the sidelines, waiting for that all-clear signal. It may never come. But even the cautious are slowly stepping back in.
Reid also reminds investors to keep an eye on the political calendar. With the 2026 midterms inching closer, every market tremor and policy pivot will carry political weight. The Republicans, especially Trump, are expected to dial up the investor-friendly rhetoric and measures to court both Wall Street and Main Street. That, too, will feed the bullish narrative.
Now, let’s break down Reid’s top picks—and why he’s betting big on them in 2025.
