Q: Retired, dividend-income investor, who normally employs a buy-and-hold strategy. I have long term core positions of mostly conservative equities (ETFs = CDZ, XIT, ZLB, ZWC, ZRE, LIFE; Stocks = AD, AQN, BCE, CSH, FTS, MFC, NTR, NWC, PBH, PLC, RY, TRP, WSP) and fixed income of annuities, Fisgard and Gov't-Private pensions. I believe my portfolio is set up fairly conservatively.

I have cash for another position in my Cash Account. I have been reading several 5iR questions lately about various themes for 2021 (Recovery Trade, Swap from Growth to Value, Emerging Market improvements, Take-Over Candidates, etc.). While I'm not even sure if this is possible, I'd like to ask you to screen for as many of them as possible (all thrown into one big ball) to create a half dozen candidates for me to do more research on. I'm looking for a starting point. I'm not even sure where to start, hence the request.

I'm looking for a Canadian (preferably) or USA company, potentially a take-out target, benefitting from the recovery of the economy. I lean towards the Value spectrum, as I inherently find it difficult to buy a stock that has already had a good run. If a dividend could be thrown in, that would be a bonus. Market cap and sector do not matter.

This is sort of a "kitchen sink" kind of question. If that results in zero candidates, then please use your discretion and drop various filters. As you can tell by my current holdings, they are for the most part, blue-chip companies. If we could identify something like an Enercare (that was taken out by Brookfield), that would be a homerun.....happy to hold it but ecstatic to have it taken out. But Enercare is just an example.

Please rank them from best candidate to least...maybe 3 Canadian and 3 USA companies or all 6 from Canada if possible.

If you can run this exercise, then I'll do some further research on your list. I know this is a crazy request...thanks in advance. Take as many credits as you need to throw some brain power at this....I'll never use all of the credits I currently have.

Much appreciated...Steve