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Enbridge Inc. (ENB $66.75)
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Dollarama Inc. (DOL $175.80)
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Descartes Systems Group Inc. (The) (DSG $136.96)
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FirstService Corporation (FSV $259.14)
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Open Text Corporation (OTEX $54.87)
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Hydro One Limited (H $50.96)
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Boyd Group Services Inc. (BYD $220.41)
Q: Hi - for the above companies, how would you expect them to perform in a recession? Do you expect them to have positive alpha? If not these, could you list a few companies that you would be inclined to buy heading into a recession? (ignoring factors like diversification, personal risk etc etc.).