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Covalon Technologies Ltd. (COV $1.99)
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Amazon.com Inc. (AMZN $239.89)
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Costco Wholesale Corporation (COST $980.85)
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Meta Platforms Inc. (META $634.53)
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Intel Corporation (INTC $65.18)
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Bristol-Myers Squibb Company (BMY $58.06)
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The Walt Disney Company (DIS $101.18)
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International Business Machines Corporation (IBM $237.82)
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PPL Corporation (PPL $39.50)
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Royal Bank of Canada (RY $239.00)
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Toronto-Dominion Bank (The) (TD $140.67)
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Canadian Natural Resources Limited (CNQ $64.68)
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Saputo Inc. (SAP $40.92)
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Constellation Software Inc. (CSU $2,441.42)
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Vermilion Energy Inc. (VET $17.81)
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Kinaxis Inc. (KXS $140.06)
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Open Text Corporation (OTEX $30.41)
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Premium Brands Holdings Corporation (PBH $83.00)
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Knight Therapeutics Inc. (GUD $7.62)
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goeasy Ltd. (GSY $31.52)
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Vital Infrastructure Property Trust Tr Unit (NWH.UN)
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Spin Master Corp. Subordinate Voting Shares (TOY $18.50)
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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 $36.70)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.27)
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Corteva Inc. (CTVA $83.51)
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