Investment Q&A

Covalon Technologies Ltd. (COV $1.93)
- $1.93 P/E (TTM): 24.25X Cap: $53M
- View COV Profile
- View Questions on COV
- View Reports on COV
Amazon.com Inc. (AMZN $226.28)
- $226.28 P/E (TTM): 31.17X Cap: $2.35T
- View AMZN Profile
- View Questions on AMZN
Costco Wholesale Corporation (COST $886.12)
- $886.12 P/E (TTM): 64.54X Cap: $398.42B
- View COST Profile
- View Questions on COST
Meta Platforms Inc. (META $613.05)
- $613.05 P/E (TTM): 26.32X Cap: $1.49T
- View META Profile
- View Questions on META
Intel Corporation (INTC $35.79)
- $35.79 P/E (TTM): 3450.0X Cap: $151B
- View INTC Profile
- View Questions on INTC
Bristol-Myers Squibb Company (BMY $47.76)
- $47.76 P/E (TTM): 15.57X Cap: $97.22B
- View BMY Profile
- View Questions on BMY
The Walt Disney Company (DIS $101.94)
- $101.94 P/E (TTM): 15.22X Cap: $186.16B
- View DIS Profile
- View Questions on DIS
International Business Machines Corporation (IBM $304.12)
- $304.12 P/E (TTM): 35.49X Cap: $278.02B
- View IBM Profile
- View Questions on IBM
PPL Corporation (PPL $36.48)
- $36.48 P/E (TTM): 24.41X Cap: $26.98B
- View PPL Profile
- View Questions on PPL
Royal Bank of Canada (RY $211.39)
- $211.39 P/E (TTM): 15.99X Cap: $297B
- View RY Profile
- View Questions on RY
Toronto-Dominion Bank (The) (TD $116.71)
- $116.71 P/E (TTM): 9.75X Cap: $199.24B
- View TD Profile
- View Questions on TD
Canadian Natural Resources Limited (CNQ $46.48)
- $46.48 P/E (TTM): 14.86X Cap: $98.13B
- View CNQ Profile
- View Questions on CNQ
Saputo Inc. (SAP $38.70)
- $38.70 Cap: $15.98B
- View SAP Profile
- View Questions on SAP
Constellation Software Inc. (CSU $3,382.96)
- $3,382.96 P/E (TTM): 74.74X Cap: $69.75B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
Vermilion Energy Inc. (VET $12.51)
- $12.51 Cap: $1.92B
- View VET Profile
- View Questions on VET
Kinaxis Inc. (KXS $175.83)
- $175.83 P/E (TTM): 103.96X Cap: $4.93B
- View KXS Profile
- View Questions on KXS
- View Reports on KXS
Open Text Corporation (OTEX $47.02)
- $47.02 P/E (TTM): 17.42X Cap: $11.84B
- View OTEX Profile
- View Questions on OTEX
Premium Brands Holdings Corporation (PBH $90.47)
- $90.47 P/E (TTM): 62.52X Cap: $4.10B
- View PBH Profile
- View Questions on PBH
- View Reports on PBH
Knight Therapeutics Inc. (GUD $6.03)
- $6.03 Cap: $601M
- View GUD Profile
- View Questions on GUD
- View Reports on GUD
goeasy Ltd. (GSY $126.43)
- $126.43 P/E (TTM): 9.06X Cap: $1.99B
- View GSY Profile
- View Questions on GSY
- View Reports on GSY
Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.39)
- $5.39 Cap: $1.31B
- View NWH.UN Profile
- View Questions on NWH.UN
Spin Master Corp. Subordinate Voting Shares (TOY $19.65)
- $19.65 P/E (TTM): 25.56X Cap: $1.98B
- View TOY Profile
- View Questions on TOY
- View Reports on TOY
Alimentation Couche-Tard Inc. (ATD.A)
- P/E (TTM): 9.8X
- View ATD.A Profile
- View Questions on ATD.A
Smart Real Estate Investment Trust 5.45% Conv Unsecured Sub Deb 6/30/2018 (SRUDBA)
- View SRUDBA Profile
- View Questions on SRUDBA
Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $35.29)
- $35.29 P/E (TTM): 54.47X Cap: $16.28B
- View BIP Profile
- View Questions on BIP
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
- $15.37 Cap: $2.08B
- View LSPD Profile
- View Questions on LSPD
- View Reports on LSPD
Corteva Inc. (CTVA $65.66)
- $65.66 P/E (TTM): 27.95X Cap: $44.36B
- View CTVA Profile
- View Questions on CTVA

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

Read Answer Asked by Kim on August 27, 2019

Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!

First Name *

Last Name *

E-mail *

Password *

I have read and agree to the Terms of Use