Investment Q&A

Covalon Technologies Ltd. (COV $1.90)
- $1.90 P/E (TTM): 23.14X Cap: $52M
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Amazon.com Inc. (AMZN $207.92)
- $207.92 P/E (TTM): 28.63X Cap: $2.23T
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Costco Wholesale Corporation (COST $986.74)
- $986.74 P/E (TTM): 68.52X Cap: $437.98B
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Meta Platforms Inc. (META $657.01)
- $657.01 P/E (TTM): 27.13X Cap: $1.66T
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Intel Corporation (INTC $45.46)
- $45.46 Cap: $227.07B
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Bristol-Myers Squibb Company (BMY $61.10)
- $61.10 P/E (TTM): 17.7X Cap: $124.42B
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The Walt Disney Company (DIS $105.55)
- $105.55 P/E (TTM): 15.38X Cap: $186.98B
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International Business Machines Corporation (IBM $242.01)
- $242.01 P/E (TTM): 26.65X Cap: $227.01B
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PPL Corporation (PPL $38.60)
- $38.60 P/E (TTM): 25.18X Cap: $29B
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Royal Bank of Canada (RY $232.14)
- $232.14 P/E (TTM): 16.23X Cap: $325.04B
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Toronto-Dominion Bank (The) (TD $135.14)
- $135.14 P/E (TTM): 11.22X Cap: $230.71B
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Canadian Natural Resources Limited (CNQ $58.95)
- $58.95 P/E (TTM): 18.3X Cap: $122.79B
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Saputo Inc. (SAP $42.47)
- $42.47 Cap: $17.21B
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Constellation Software Inc. (CSU $2,607.72)
- $2,607.72 P/E (TTM): 56.43X Cap: $55.26B
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Vermilion Energy Inc. (VET $14.53)
- $14.53 Cap: $2.22B
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Kinaxis Inc. (KXS $129.45)
- $129.45 P/E (TTM): 72.49X Cap: $3.63B
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Open Text Corporation (OTEX $34.28)
- $34.28 P/E (TTM): 14.09X Cap: $8.59B
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Premium Brands Holdings Corporation (PBH $105.22)
- $105.22 P/E (TTM): 72.19X Cap: $4.70B
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Knight Therapeutics Inc. (GUD $6.37)
- $6.37 Cap: $635M
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goeasy Ltd. (GSY $110.23)
- $110.23 P/E (TTM): 7.89X Cap: $1.76B
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $6.02)
- $6.02 P/E (TTM): 46.31X Cap: $1.50B
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Spin Master Corp. Subordinate Voting Shares (TOY $19.40)
- $19.40 P/E (TTM): 26.07X Cap: $1.95B
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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 $39.63)
- $39.63 P/E (TTM): 60.02X Cap: $18.48B
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.89)
- $12.89 Cap: $1.76B
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Corteva Inc. (CTVA $78.82)
- $78.82 P/E (TTM): 47.64X Cap: $53B
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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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