- Covalon Technologies Ltd. (COV)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Intel Corporation (INTC)
- Bristol-Myers Squibb Company (BMY)
- The Walt Disney Company (DIS)
- International Business Machines Corporation (IBM)
- PPL Corporation (PPL)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Canadian Natural Resources Limited (CNQ)
- Saputo Inc. (SAP)
- Constellation Software Inc. (CSU)
- Vermilion Energy Inc. (VET)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- goeasy Ltd. (GSY)
- NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Alimentation Couche-Tard Inc. (ATD.A)
- Smart Real Estate Investment Trust 5.45% Conv Unsecured Sub Deb 6/30/2018 (SRUDBA)
- Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Corteva Inc. (CTVA)
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