Top ideas for new money for 2026

Top picks for new money for 2026

We had our office Christmas party at Hy’s recently. Steve Nyvik, Rob Bisbicis, David Martin (compliance) were present.  We enjoyed the nice food and drinks, talked about a lot of things and just like last year, we talked about what each one one of us is buying for 2026 and beyond.

David Martin (Compliance Manager)

I am expecting Tesla and Elon Musk to announce an initiative in 2026 (I have no idea what kind) that will strongly juice the share price. We are in a “meme and momentum” investing world and Elon knows how to play that game.

Rob Bisbicis (Associate Portfolio Manager)

Undervalued good stocks like:

Sable (SOC) – a legal play

Chevron (CVX) – the entire sector is cheap

Exxon (XOM) – the entire sector is cheap

Berkshire Hathaway (BRK) – excluding cash and stock portfolio BRK owns the active businesses are valued very cheaply.

Steve Nyvik (Senior Portfolio Manager)

Brookfield Property Partners (BPYPN) – pays a fixed dividend of $1.4375 resulting in a dividend yield of about 10.6%

TELUS Corp (T) – needed for internet and cell phones that are now a necessary item almost as important as food.  Paying a dividend of $1.67 resulting in a 9.42% yield, you are paid well to wait for a share price improvement.

BHP Group Ltd ADR (BHP) – with infrastructure buildout comes the need for mining companies to provide iron ore and nickel (steel), copper (electrical wiring for buildings and AI data centres), and potash to feed a growing world population.  It pays a dividend of $2.20 resulting in a 3.6% yield.

Generac Holdings Inc (GNRC) – backup power generators needed to provide consistent power given higher demands in power grid.  Although no dividend, it represents a way to participate in AI data centre buildout which I argue in a less risky way.

Constantine Lycos (Senior Portfolio Manager)

Equity valuations are very high so I would want to be a bit cautious here so my first idea is to invest in low beta or low volatility stocks, through ETFs like USMV. These stocks have been ignored for the last 3 years so they are cheap. They will shine during market corrections. While I don’t anticipate a recession this year corrections can happen at any time so it’s good to be prepared.

The oil & gas sector is the only sector that has not participated in the inflation related real asset boom like we’ve had in gold and silver as well as base metals so it’s probably time for it to shine. Buying the entire sector through ETFs like the XLE is a good way to go.

My third idea is to continue to invest in precious metals miners. Despite the great year they had in 2025, they are still lagging the market over longer periods of time while the metals themselves like gold and silver are making all time highs. An ETF like the GDX should do it for most investors.

Give Us a Call

So, if you have any questions please don’t hesitate to give us a call. We can help you decide whether these or other investments are suitable for your already well-diversified portfolio.