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PUNDIT SCORES · TRACKED SINCE 2026
Rebecca Teltscher
Portfolio Manager, Newhaven Asset Management · BNN Bloomberg Market Call guest
6
Picks on record
3/6
Beating their index
+3.9
Avg vs index
| Ticker | The pick | Picked | Source | Return | Vs. index |
|---|---|---|---|---|---|
| ALA CA | Picked AltaGas, calling it "a high-quality infrastructure business with a compelling combination of stability and growth" from its LPG/LNG export assets.logged retroactively from dated source | 2026-08-06 · $53.88 | BNN Bloomberg Market Call, Top Picks — Aug 6 2026 | −2.5% | −3.5 behind |
| T CA | Picked Telus, saying "downside appearing more limited relative to its long-term upside potential" after a dividend reset and non-core asset sales.logged retroactively from dated source | 2026-08-06 · $13.75 | BNN Bloomberg Market Call, Top Picks — Aug 6 2026 | −2.6% | −3.7 behind |
| AEM CA | Picked Agnico Eagle Mines for "high-quality gold assets with strong financial performance and strong dividend growth" and robust free cash flow.logged retroactively from dated source | 2026-08-06 · $235.39 | BNN Bloomberg Market Call, Top Picks — Aug 6 2026 | +20.3% | +19.3 ahead |
| CNQ CA | Picked Canadian Natural Resources after a 15% decline, calling it "best-in-class" and noting it "remained profitable when oil traded near US$50 per barrel."logged retroactively from dated source | 2026-07-08 · $60.09 | BNN Bloomberg Market Call, Top Picks — Jul 8 2026 | +16.1% | +11.6 ahead |
| BCE CA | Picked BCE, calling telecom's unpopularity "a compelling entry point at current valuations" given the dividend and its AI-data-centre diversification.logged retroactively from dated source | 2026-07-08 · $30.42 | BNN Bloomberg Market Call, Top Picks — Jul 8 2026 | +7.8% | +3.3 ahead |
| TOU CA | Picked Tourmaline Oil after a 10% pullback, calling it "Canada's largest natural gas producer" with a low-cost asset base and LNG export growth ahead.logged retroactively from dated source | 2026-07-08 · $62.17 | BNN Bloomberg Market Call, Top Picks — Jul 8 2026 | +1.0% | −3.5 behind |
Picks are public statements, logged with sources and scored against the pick’s market index (TSX Composite for Canadian picks, S&P 500 for US). Price return only. Corrections: contact us.