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Covalon Technologies Ltd. (COV $1.97)
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Amazon.com Inc. (AMZN $268.99)
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Costco Wholesale Corporation (COST $999.47)
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Meta Platforms Inc. (META $598.86)
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Intel Corporation (INTC $129.44)
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Bristol-Myers Squibb Company (BMY $55.67)
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The Walt Disney Company (DIS $104.72)
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International Business Machines Corporation (IBM $223.55)
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PPL Corporation (PPL $36.24)
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Royal Bank of Canada (RY $247.37)
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Toronto-Dominion Bank (The) (TD $146.43)
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Canadian Natural Resources Limited (CNQ $61.76)
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Saputo Inc. (SAP $40.19)
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Constellation Software Inc. (CSU $2,414.31)
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Vermilion Energy Inc. (VET $16.75)
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Kinaxis Inc. (KXS $148.02)
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Open Text Corporation (OTEX $33.37)
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Premium Brands Holdings Corporation (PBH $87.70)
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Knight Therapeutics Inc. (GUD $8.66)
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goeasy Ltd. (GSY $30.80)
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Vital Infrastructure Property Trust Tr Unit (NWH.UN)
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Spin Master Corp. Subordinate Voting Shares (TOY $19.31)
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Alimentation Couche-Tard Inc. (ATD.A)
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Smart Real Estate Investment Trust 5.45% Conv Unsecured Sub Deb 6/30/2018 (SRUDBA)
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Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $37.44)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.74)
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Corteva Inc. (CTVA $82.83)
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Kim