-
Covalon Technologies Ltd. (COV $2.34)
-
Amazon.com Inc. (AMZN $228.84)
-
Costco Wholesale Corporation (COST $958.54)
-
Meta Platforms Inc. (META $754.79)
-
Intel Corporation (INTC $24.80)
-
Bristol-Myers Squibb Company (BMY $47.92)
-
The Walt Disney Company (DIS $118.86)
-
International Business Machines Corporation (IBM $242.09)
-
PPL Corporation (PPL $36.90)
-
Royal Bank of Canada (RY $190.65)
-
Toronto-Dominion Bank (The) (TD $102.88)
-
Canadian Natural Resources Limited (CNQ $43.07)
-
Saputo Inc. (SAP $33.79)
-
Constellation Software Inc. (CSU $4,549.91)
-
Vermilion Energy Inc. (VET $10.51)
-
Kinaxis Inc. (KXS $194.59)
-
Open Text Corporation (OTEX $45.15)
-
Premium Brands Holdings Corporation (PBH $95.72)
-
Knight Therapeutics Inc. (GUD $6.45)
-
goeasy Ltd. (GSY $209.13)
-
Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.98)
-
Spin Master Corp. Subordinate Voting Shares (TOY $23.31)
-
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 $30.67)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
-
Corteva Inc. (CTVA $73.37)
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