- Canadian Natural Resources Limited (CNQ)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Keyera Corp. (KEY)
- Capital Power Corporation (CPX)
- Freehold Royalties Ltd. (FRU)
- Agnico Eagle Mines Limited (AEM)
- Exchange Income Corporation (EIF)
Q: A lot of market commentators are observing that there is potentially a correction ahead. Ordinarily I would follow your long standing thought to not try to time the market and I would simply stay the course. But one income oriented account I am concerned with has a priority of capital preservation. These 7 named stocks make up about 1/2 of the holdings. Can you please provide your quick assessment whether they are reasonably safe in the event of a downturn. If not and they are more exposed to a decline, would trimming be sufficient or are there some other names to migrate to protect the account assets?
Many thanks for your excellent service
Many thanks for your excellent service