Investment Q&A

Covalon Technologies Ltd. (COV $1.74)
- $1.74 P/E (TTM): 59.67X Cap: $48M
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Amazon.com Inc. (AMZN $206.85)
- $206.85 P/E (TTM): 30.01X Cap: $2.25T
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Costco Wholesale Corporation (COST $972.84)
- $972.84 P/E (TTM): 69.23X Cap: $434.74B
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Meta Platforms Inc. (META $602.85)
- $602.85 P/E (TTM): 26.51X Cap: $1.55T
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Intel Corporation (INTC $45.80)
- $45.80 Cap: $224.92B
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Bristol-Myers Squibb Company (BMY $58.40)
- $58.40 P/E (TTM): 17.26X Cap: $120.90B
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Walt Disney Company (The) (DIS $98.48)
- $98.48 P/E (TTM): 14.77X Cap: $176.12B
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International Business Machines Corporation (IBM $248.86)
- $248.86 P/E (TTM): 22.97X Cap: $236B
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PPL Corporation (PPL $37.81)
- $37.81 P/E (TTM): 24.17X Cap: $28.58B
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Royal Bank of Canada (RY $219.73)
- $219.73 P/E (TTM): 15.08X Cap: $311.35B
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Toronto-Dominion Bank (The) (TD $128.01)
- $128.01 P/E (TTM): 10.52X Cap: $216.13B
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Canadian Natural Resources Limited (CNQ $69.82)
- $69.82 P/E (TTM): 21.18X Cap: $140.78B
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Saputo Inc. (SAP $41.86)
- $41.86 Cap: $17.27B
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Constellation Software Inc. (CSU $2,493.90)
- $2,493.90 P/E (TTM): 78.8X Cap: $54.41B
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Vermilion Energy Inc. (VET $20.02)
- $20.02 Cap: $2.65B
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Kinaxis Inc. (KXS $135.58)
- $135.58 P/E (TTM): 40.66X Cap: $3.77B
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Open Text Corporation (OTEX $30.84)
- $30.84 P/E (TTM): 13.67X Cap: $7.89B
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Premium Brands Holdings Corporation (PBH $88.06)
- $88.06 P/E (TTM): 65.58X Cap: $4.15B
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Knight Therapeutics Inc. (GUD $6.35)
- $6.35 Cap: $615M
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goeasy Ltd. (GSY $35.45)
- $35.45 P/E (TTM): 2.78X Cap: $611M
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Vital Infrastructure Property Trust Tr Unit (NWH.UN)
- P/E (TTM): 19.55X Cap: $1.41B
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Spin Master Corp. Subordinate Voting Shares (TOY $17.39)
- $17.39 P/E (TTM): 24.7X Cap: $1.78B
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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 $36.23)
- $36.23 P/E (TTM): 99.74X Cap: $16.51B
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.08)
- $12.08 Cap: $1.70B
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Corteva Inc. (CTVA $78.07)
- $78.07 P/E (TTM): 49.88X Cap: $53.35B
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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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