Investment Q&A

Covalon Technologies Ltd. (COV $1.79)
- $1.79 P/E (TTM): 26.0X Cap: $50M
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Amazon.com Inc. (AMZN $245.51)
- $245.51 P/E (TTM): 34.03X Cap: $2.58T
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Costco Wholesale Corporation (COST $927.36)
- $927.36 P/E (TTM): 63.83X Cap: $391.75B
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Meta Platforms Inc. (META $643.29)
- $643.29 P/E (TTM): 29.26X Cap: $1.63T
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Intel Corporation (INTC $41.15)
- $41.15 P/E (TTM): 4004.0X Cap: $186.59B
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Bristol-Myers Squibb Company (BMY $56.59)
- $56.59 P/E (TTM): 18.32X Cap: $115.46B
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The Walt Disney Company (DIS $114.53)
- $114.53 P/E (TTM): 16.73X Cap: $201.57B
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International Business Machines Corporation (IBM $302.93)
- $302.93 P/E (TTM): 36.09X Cap: $277.36B
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PPL Corporation (PPL $34.86)
- $34.86 P/E (TTM): 23.57X Cap: $25.47B
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Royal Bank of Canada (RY $236.19)
- $236.19 P/E (TTM): 16.33X Cap: $328.60B
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Toronto-Dominion Bank (The) (TD $131.34)
- $131.34 P/E (TTM): 11.17X Cap: $222.20B
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Canadian Natural Resources Limited (CNQ $43.31)
- $43.31 P/E (TTM): 13.75X Cap: $88.28B
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Saputo Inc. (SAP $40.44)
- $40.44 Cap: $16.18B
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Constellation Software Inc. (CSU $3,316.85)
- $3,316.85 P/E (TTM): 75.25X Cap: $68.98B
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Vermilion Energy Inc. (VET $11.07)
- $11.07 Cap: $1.66B
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Kinaxis Inc. (KXS $176.22)
- $176.22 P/E (TTM): 101.03X Cap: $4.77B
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Open Text Corporation (OTEX $44.84)
- $44.84 P/E (TTM): 16.94X Cap: $11.25B
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Premium Brands Holdings Corporation (PBH $100.91)
- $100.91 P/E (TTM): 68.85X Cap: $4.46B
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Knight Therapeutics Inc. (GUD $5.98)
- $5.98 Cap: $600M
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goeasy Ltd. (GSY $134.77)
- $134.77 P/E (TTM): 9.96X Cap: $2.15B
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.49)
- $5.49 Cap: $1.35B
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Spin Master Corp. Subordinate Voting Shares (TOY $20.48)
- $20.48 P/E (TTM): 26.6X Cap: $2.07B
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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 $33.42)
- $33.42 P/E (TTM): 53.13X Cap: $15.88B
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.92)
- $16.92 Cap: $2.28B
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Corteva Inc. (CTVA $70.17)
- $70.17 P/E (TTM): 29.58X Cap: $46.31B
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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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