US, UK Announce Trade Deal Framework Boosting TSX Equity Markets

Investors looking to navigate current market volatility and trade tensions should consider balanced portfolios featuring strong TSX stocks. Shopify (TSX:SHOP) is a top pick, showing robust revenue growth driven by increasing merchant adoption and geographic expansion, with improving operating margins and free cash flow, positioning it well for long-term gains. Headwater Exploration (TSX: HWX), a junior oil and gas company, offers a compelling dividend yield of about 7.6% supported by solid financials and disciplined capital management, making its dividend sustainable amid industry challenges. Brookfield Asset Management (TSX:BAM) is highlighted for its diverse portfolio and investments in high-quality sectors with significant growth tailwinds, suitable for building long-term wealth. Among energy infrastructure stocks, Enbridge (TSX:ENB) stands out with a 27% gain over the past year, backed by a major U.S. acquisition and a large capital program expected to drive EBITDA growth and support dividend increases. Suncor (TSX:SU) also presents value despite recent oil price declines, benefiting from integrated refining operations and positive first-quarter results, potentially gaining from increased domestic travel and lower input costs.