Three Stocks David Driscoll Says You Should Watch Right Now

How David Driscoll’s Strategic Picks Signal a Market Shift from Speculation to Stability

Editorial Team (ET)May 7, 2025

The global equity markets have taken a noticeable turn in recent months. According to David Driscoll, CEO and CIO of Liberty International Investment Management, the investment landscape has moved from a high-risk, momentum-driven rally to a more defensive, risk-off stance. For the past two and a half years, speculative investments such as Bitcoin and artificial intelligence stocks have dominated, attracting investors with the allure of overnight wealth. However, the tide has shifted, much like it did in 2011 and 2018, when geopolitical tensions and economic uncertainty rattled the markets.

This time, the trigger was the escalating trade concerns following the tariff war scare in January. As a result, the Magnificent Seven stocks have collectively lost an average of 13 percent, while the Nasdaq and Russell 2,000 Small-Cap Index have each declined by eight percent. Meanwhile, safer investments, including European stocks, bonds, and emerging market equities, have outperformed.

Diversification remains key in navigating volatile markets. Investors who spread their risk across different sectors and asset classes are more likely to weather market downturns and recover faster from losses. In a time of uncertainty, Driscoll’s approach leans toward stability, selecting stocks that demonstrate resilience and long-term growth potential.

Chubb (CB NYSE): A Stronghold in the Insurance Sector

Chubb, one of the world’s largest property and casualty insurers, stands out as a solid investment choice. With a historically low combined ratio—one of the most crucial metrics in the insurance industry—Chubb maintains a strong pricing power that allows it to withstand economic fluctuations.

Unlike financial institutions that are heavily reliant on equities, Chubb’s investment portfolio is composed entirely of bonds. This structure insulates the company from market volatility, ensuring stable earnings even during an equity sell-off. Trading at approximately 12 times earnings and offering a 1.25 percent dividend yield, the company provides a balance of stability and income for investors. Year-to-date, Chubb’s stock has climbed 5.5 percent, reflecting investor confidence in its robust financial position.

TC Energy (TRP TSX): A Safe Play in Energy Infrastructure

In a market environment where investors are seeking safety, TC Energy emerges as a reliable pick. The company operates a vast network of natural gas pipelines and holds strategic investments in nuclear power plants, making it a cornerstone of North America’s energy infrastructure.

Despite moderate profit and dividend growth expectations, TC Energy benefits from the ongoing demand for natural gas. It trades at around 17 times earnings and delivers a solid 4.89 percent dividend yield, an attractive feature for income-focused investors. As energy security remains a top priority in global markets, TC Energy continues to provide stability. The stock has gained 3.75 percent year-to-date, reinforcing its resilience amid broader market turbulence.

Lagercrantz Group AB (LAGRB SS): A High-Growth Industrial Conglomerate

For those looking beyond traditional blue-chip stocks, Lagercrantz Group presents an intriguing opportunity. The Swedish industrial conglomerate is known for its aggressive acquisition strategy, purchasing small private companies to fuel rapid revenue and profit growth.

In 2024, Lagercrantz reported a 13 percent increase in revenues and a 12 percent rise in profits, significantly outpacing global GDP growth. While its valuation is higher than the average small-cap growth stock—trading at around 40 times earnings—investors have been willing to pay the premium due to its consistent track record.

Although its dividend yield is a modest 0.85 percent, Lagercrantz has delivered annual dividend growth in the mid-teens, making it an attractive long-term investment. The stock has surged 8 percent this year, underscoring strong market confidence in its expansion strategy.

Navigating 2025’s Market Trends

The transition from risk-on to risk-off investing presents both challenges and opportunities. Investors who recognize the importance of diversification and stability can position themselves for success in uncertain times. David Driscoll’s top picks—Chubb, TC Energy, and Lagercrantz Group—offer a blend of security, growth potential, and reliable returns.

As market conditions evolve, focusing on fundamentally strong companies with sound financials and consistent earnings growth will be crucial. While speculative trends come and go, strategic investments in established businesses with resilient business models remain a winning formula.

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