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Costco Wholesale Corporation (COST)
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Procter & Gamble Company (The) (PG)
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Royal Bank of Canada (RY)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Dollarama Inc. (DOL)
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Fortis Inc. (FTS)
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Alimentation Couche-Tard Inc. Class A Multiple Voting Shares (ATD)
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Summit Industrial Income REIT (SMU.UN)
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Jacobs Engineering Group Inc. (J)
Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Nasdaq Inc. (NDAQ)
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CVS Health Corporation (CVS)
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Home Depot Inc. (The) (HD)
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JP Morgan Chase & Co. (JPM)
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Procter & Gamble Company (The) (PG)
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Thermo Fisher Scientific Inc (TMO)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Fortis Inc. (FTS)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. Class A Multiple Voting Shares (ATD)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi team,
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
Q: Hello Peter & Team
Have owned PG for some time. Have done well and enjoy a good dividend. Over the past 14 days it has seen a steep decline rivaling what we saw in Feb - Mar 2020 when the pandemic hit. Would like to hear your thoughts on PG. Any Reason(s) you know of for the steep decline? Would you consider it a sell/hold/buy? Do have any other options in the consumer discretionary sector you consider better keeping in mind a businesses ability to seamlessly pass along inflationary prices to the consumer?
Thanks for all you do
gm