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Covalon Technologies Ltd. (COV $2.53)
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Amazon.com Inc. (AMZN $228.29)
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Costco Wholesale Corporation (COST $941.19)
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Meta Platforms Inc. (META $713.58)
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Intel Corporation (INTC $23.49)
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Bristol-Myers Squibb Company (BMY $48.98)
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The Walt Disney Company (DIS $122.94)
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International Business Machines Corporation (IBM $282.01)
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PPL Corporation (PPL $36.49)
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Royal Bank of Canada (RY $182.42)
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Toronto-Dominion Bank (The) (TD $102.44)
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Canadian Natural Resources Limited (CNQ $42.68)
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Saputo Inc. (SAP $28.63)
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Constellation Software Inc. (CSU $4,844.17)
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Vermilion Energy Inc. (VET $11.18)
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Kinaxis Inc. (KXS $203.19)
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Open Text Corporation (OTEX $41.06)
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Premium Brands Holdings Corporation (PBH $89.64)
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Knight Therapeutics Inc. (GUD $6.12)
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goeasy Ltd. (GSY $179.65)
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $4.90)
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Spin Master Corp. Subordinate Voting Shares (TOY $25.86)
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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 $32.47)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.91)
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Corteva Inc. (CTVA $73.90)
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