Investment Q&A

Covalon Technologies Ltd. (COV $1.68)
- $1.68 P/E (TTM): 23.86X Cap: $45M
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Amazon.com Inc. (AMZN $243.01)
- $243.01 P/E (TTM): 33.1X Cap: $2.61T
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Costco Wholesale Corporation (COST $960.78)
- $960.78 P/E (TTM): 70.08X Cap: $430.67B
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Meta Platforms Inc. (META $668.73)
- $668.73 P/E (TTM): 28.68X Cap: $1.69T
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Intel Corporation (INTC $48.78)
- $48.78 Cap: $219.43B
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Bristol-Myers Squibb Company (BMY $54.62)
- $54.62 P/E (TTM): 18.5X Cap: $113.10B
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The Walt Disney Company (DIS $109.56)
- $109.56 P/E (TTM): 16.53X Cap: $196.15B
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International Business Machines Corporation (IBM $294.16)
- $294.16 P/E (TTM): 35.16X Cap: $274.68B
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PPL Corporation (PPL $36.70)
- $36.70 P/E (TTM): 24.75X Cap: $27.16B
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Royal Bank of Canada (RY $225.93)
- $225.93 P/E (TTM): 16.14X Cap: $320.91B
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Toronto-Dominion Bank (The) (TD $126.90)
- $126.90 P/E (TTM): 11.16X Cap: $222.65B
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Canadian Natural Resources Limited (CNQ $50.23)
- $50.23 P/E (TTM): 15.42X Cap: $103.75B
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Saputo Inc. (SAP $41.20)
- $41.20 Cap: $16.89B
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Constellation Software Inc. (CSU $2,640.06)
- $2,640.06 P/E (TTM): 62.06X Cap: $56.18B
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Vermilion Energy Inc. (VET $13.15)
- $13.15 Cap: $2.02B
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Kinaxis Inc. (KXS $144.46)
- $144.46 P/E (TTM): 88.32X Cap: $4.09B
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Open Text Corporation (OTEX $37.10)
- $37.10 P/E (TTM): 15.01X Cap: $9.72B
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Premium Brands Holdings Corporation (PBH $93.94)
- $93.94 P/E (TTM): 65.83X Cap: $4.15B
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Knight Therapeutics Inc. (GUD $5.82)
- $5.82 Cap: $575M
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goeasy Ltd. (GSY $128.85)
- $128.85 P/E (TTM): 9.43X Cap: $2.05B
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.74)
- $5.74 Cap: $1.41B
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Spin Master Corp. Subordinate Voting Shares (TOY $18.69)
- $18.69 P/E (TTM): 25.29X Cap: $1.91B
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Alimentation Couche-Tard Inc. (ATD.A)
- P/E (TTM): 9.8X
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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 $35.32)
- $35.32 P/E (TTM): 52.91X Cap: $16.12B
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.55)
- $15.55 Cap: $2.15B
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Corteva Inc. (CTVA $73.05)
- $73.05 P/E (TTM): 30.52X Cap: $49.32B
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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

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