- General Dynamics Corporation (GD)
- General Motors Company (GM)
- LyondellBasell Industries NV Class A (Netherlands) (LYB)
- M&T Bank Corporation (MTB)
- Prudential Financial Inc. (PRU)
- Tyson Foods Inc. (TSN)
- United Airlines Holdings Inc. (UAL)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- Finning International Inc. (FTT)
- Knight Therapeutics Inc. (GUD)
- Resolute Forest Products Inc. (RFP)
- Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U)
- Chatham Lodging Trust (REIT) of Beneficial Interest (CLDT)
- Apple Hospitality REIT Inc. (APLE)
- ManpowerGroup (MAN)
- Umpqua Holdings Corporation (UMPQ)
- UBS AG Jersey FR SP ETRACS REDEEM 26/04/2041 USD 25 (BDCS)
Q: Sir, I find myself down 25-60 % in ALL of the above companies. In keeping with your BUY MORE, HOLD, SELL SOME or all, I would appreciate your thoughts on the above companies. I have some capital gains to off set so all is not lost- yet. Thanks- JP