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Dollarama Inc. (DOL)
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CI Financial Corp. (CIX)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Waste Connections Inc. (WCN)
Q: Leaving other factors aside (eg taxes etc), within a well diversified portfolio would you be ok with selling CIX and TECK.b in favour of buying WCN and DOL? Basically I am asking if you think these latter two (at current valuations) might outperform the former in what I expect to be a somewhat moderate to deep recession? Thanks!