Investment Q&A

Covalon Technologies Ltd. (COV $1.97)
- $1.97 P/E (TTM): 23.14X Cap: $52M
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Amazon.com Inc. (AMZN $205.93)
- $205.93 P/E (TTM): 28.63X Cap: $2.23T
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Costco Wholesale Corporation (COST $994.04)
- $994.04 P/E (TTM): 68.52X Cap: $437.98B
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Meta Platforms Inc. (META $645.63)
- $645.63 P/E (TTM): 27.13X Cap: $1.66T
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Intel Corporation (INTC $45.15)
- $45.15 Cap: $227.07B
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Bristol-Myers Squibb Company (BMY $61.64)
- $61.64 P/E (TTM): 17.7X Cap: $124.42B
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The Walt Disney Company (DIS $104.29)
- $104.29 P/E (TTM): 15.38X Cap: $186.98B
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International Business Machines Corporation (IBM $235.47)
- $235.47 P/E (TTM): 26.65X Cap: $227.01B
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PPL Corporation (PPL $38.75)
- $38.75 P/E (TTM): 25.18X Cap: $29B
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Royal Bank of Canada (RY $231.24)
- $231.24 P/E (TTM): 16.23X Cap: $325.04B
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Toronto-Dominion Bank (The) (TD $134.34)
- $134.34 P/E (TTM): 11.22X Cap: $230.71B
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Canadian Natural Resources Limited (CNQ $59.80)
- $59.80 P/E (TTM): 18.3X Cap: $122.79B
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Saputo Inc. (SAP $42.83)
- $42.83 Cap: $17.21B
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Constellation Software Inc. (CSU $2,569.77)
- $2,569.77 P/E (TTM): 56.43X Cap: $55.26B
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Vermilion Energy Inc. (VET $14.72)
- $14.72 Cap: $2.22B
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Kinaxis Inc. (KXS $127.06)
- $127.06 P/E (TTM): 72.49X Cap: $3.63B
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Open Text Corporation (OTEX $33.63)
- $33.63 P/E (TTM): 14.09X Cap: $8.59B
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Premium Brands Holdings Corporation (PBH $104.12)
- $104.12 P/E (TTM): 72.19X Cap: $4.70B
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Knight Therapeutics Inc. (GUD $6.32)
- $6.32 Cap: $635M
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goeasy Ltd. (GSY $108.56)
- $108.56 P/E (TTM): 7.89X Cap: $1.76B
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.86)
- $5.86 P/E (TTM): 46.31X Cap: $1.50B
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Spin Master Corp. Subordinate Voting Shares (TOY $19.10)
- $19.10 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 $39.04)
- $39.04 P/E (TTM): 60.02X Cap: $18.48B
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.41)
- $12.41 Cap: $1.76B
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Corteva Inc. (CTVA $79.25)
- $79.25 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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