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Covalon Technologies Ltd. (COV $2.45)
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Amazon.com Inc. (AMZN $215.38)
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Costco Wholesale Corporation (COST $940.34)
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Meta Platforms Inc. (META $774.62)
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Intel Corporation (INTC $19.95)
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Bristol-Myers Squibb Company (BMY $45.63)
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The Walt Disney Company (DIS $118.85)
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International Business Machines Corporation (IBM $252.05)
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PPL Corporation (PPL $36.24)
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Royal Bank of Canada (RY $178.91)
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Toronto-Dominion Bank (The) (TD $100.87)
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Canadian Natural Resources Limited (CNQ $43.03)
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Saputo Inc. (SAP $28.75)
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Constellation Software Inc. (CSU $4,834.36)
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Vermilion Energy Inc. (VET $10.97)
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Kinaxis Inc. (KXS $204.07)
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Open Text Corporation (OTEX $40.12)
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Premium Brands Holdings Corporation (PBH $86.95)
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Knight Therapeutics Inc. (GUD $6.21)
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goeasy Ltd. (GSY $182.96)
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.80)
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Spin Master Corp. Subordinate Voting Shares (TOY $22.15)
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Alimentation Couche-Tard Inc. (ATD.A)
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Smart Real Estate Investment Trust 5.45% Conv Unsecured Sub Deb 6/30/2018 (SRUDBA)
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Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $31.48)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.02)
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Corteva Inc. (CTVA $72.29)
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