Source Post

Recession Proof Canadian Dividend Stocks To Buy As Markets Crash

The creator discusses recession-proof Canadian dividend ETFs like XEI, XDIV, and VDY, comparing them to US counterparts like SCHD. They highlight the resilience of dividend investors amidst market volatility, particularly due to oil exposure. The creator expresses a strong positive sentiment towards Canadian Natural Resources, a favorite oil stock, due to its strong earnings and dividend growth. They also touch upon the performance of tech stocks like Microsoft and Amazon, and Warren Buffett's increased investment in Chevron.

Linked Mentions

Tickers discussed in this post

SLFNeutralMedium ConvictionSignal-backedSecondary

Sun Life Financial is mentioned as a significant financial holding within the XDIV ETF, bolstering its financial sector exposure.

TDNeutralMedium ConvictionSignal-backedSecondary

Toronto Dominion Bank is a key financial holding in XDIV, contributing to the ETF's substantial financial sector allocation.

RYNeutralMedium ConvictionSignal-backedSecondary

Royal Bank is a significant holding within XDIV, contributing to the ETF's heavy financial sector weighting.

ENBNeutralMedium ConvictionSignal-backedSecondary

Enbridge is listed as a top holding in XEI, contributing to the energy sector's significant weighting in the ETF.

TRPNeutralMedium ConvictionSignal-backedSecondary

TC Energy is mentioned as a top holding in XEI, contributing to the energy sector's significant weighting in the ETF.

SUNeutralMedium ConvictionSignal-backedSecondary

Suncor is a top holding in XEI and XDIV, contributing to the energy sector's strong weighting in these ETFs.

CNQBullishHigh ConvictionSignal-backedPrimary

Canadian Natural Resources is the creator's favorite oil stock, praised for crushing earnings, increasing dividends, and scaling output like a tech stock.

METANeutralLow ConvictionResearch Only

Meta is mentioned as an exception among tech players that are performing relatively well, though it is experiencing some decline.

GOOGLNeutralLow ConvictionResearch Only

Google is mentioned as a stock that rallied back quickly after a potential 'snatch and grab' by Berkshire Hathaway, and is currently down only half a percentage point.

AMZNNeutralMedium ConvictionSignal-backedSecondary

Amazon is performing well and is part of the creator's strategy to gain exposure to companies controlling the future of AI.

MSFTNeutralMedium ConvictionSignal-backedSecondary

Microsoft is noted as one of the few green stocks and a hyperscaler performing well, benefiting from AI trends and holding up well during market volatility.

LMTNeutralMedium ConvictionResearch Only

Lockheed Martin is mentioned as a key defensive holding within the SCHD ETF, benefiting from geopolitical instability.

CVXBullishMedium ConvictionSignal-backedSecondary

Chevron is highlighted as a primary focus for Berkshire Hathaway, with continued additions to the position, indicating a strong endorsement of its oil exposure.

EVEXNeutralHigh ConvictionSignal-backedPrimary

Despite current underperformance due to Middle Eastern exposure, VDY is still loved and being scaled by the creator for its dividend yield and international exposure.

NODKNeutralHigh ConvictionSignal-backedPrimary

XEI is highlighted as a top favorite diversified monthly paying Canadian dividend ETF, proving recession-proof and a great pair with SCHD for retirement portfolios.

Linked Signals

Tracked calls opened from this post

CNQ
buy opened Mar 15, 2026
-1.65%