Investment Q&A

Covalon Technologies Ltd. (COV $1.97)
- $1.97 P/E (TTM): 60.0X Cap: $53M
- View COV Profile
- View Questions on COV
- View Reports on COV
Amazon.com Inc. (AMZN $221.25)
- $221.25 P/E (TTM): 29.68X Cap: $2.29T
- View AMZN Profile
- View Questions on AMZN
Costco Wholesale Corporation (COST $1,030.27)
- $1,030.27 P/E (TTM): 70.78X Cap: $449.51B
- View COST Profile
- View Questions on COST
Meta Platforms Inc. (META $612.42)
- $612.42 P/E (TTM): 24.39X Cap: $1.45T
- View META Profile
- View Questions on META
Intel Corporation (INTC $58.95)
- $58.95 Cap: $265.25B
- View INTC Profile
- View Questions on INTC
Bristol-Myers Squibb Company (BMY $59.20)
- $59.20 P/E (TTM): 17.15X Cap: $117.74B
- View BMY Profile
- View Questions on BMY
The Walt Disney Company (DIS $99.18)
- $99.18 P/E (TTM): 14.18X Cap: $169.67B
- View DIS Profile
- View Questions on DIS
International Business Machines Corporation (IBM $241.74)
- $241.74 P/E (TTM): 22.13X Cap: $229.88B
- View IBM Profile
- View Questions on IBM
PPL Corporation (PPL $39.15)
- $39.15 P/E (TTM): 24.35X Cap: $29.22B
- View PPL Profile
- View Questions on PPL
Royal Bank of Canada (RY $234.28)
- $234.28 P/E (TTM): 15.35X Cap: $321.18B
- View RY Profile
- View Questions on RY
Toronto-Dominion Bank (The) (TD $137.25)
- $137.25 P/E (TTM): 10.68X Cap: $225.05B
- View TD Profile
- View Questions on TD
Canadian Natural Resources Limited (CNQ $64.12)
- $64.12 P/E (TTM): 13.0X Cap: $142.32B
- View CNQ Profile
- View Questions on CNQ
Saputo Inc. (SAP $44.45)
- $44.45 Cap: $17.77B
- View SAP Profile
- View Questions on SAP
Constellation Software Inc. (CSU $2,414.73)
- $2,414.73 P/E (TTM): 74.17X Cap: $50.40B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
Vermilion Energy Inc. (VET $18.03)
- $18.03 Cap: $2.97B
- View VET Profile
- View Questions on VET
Kinaxis Inc. (KXS $141.02)
- $141.02 P/E (TTM): 42.74X Cap: $3.86B
- View KXS Profile
- View Questions on KXS
- View Reports on KXS
Open Text Corporation (OTEX $29.83)
- $29.83 P/E (TTM): 13.68X Cap: $7.73B
- View OTEX Profile
- View Questions on OTEX
Premium Brands Holdings Corporation (PBH $85.07)
- $85.07 P/E (TTM): 57.3X Cap: $4.31B
- View PBH Profile
- View Questions on PBH
- View Reports on PBH
Knight Therapeutics Inc. (GUD $7.53)
- $7.53 Cap: $750M
- View GUD Profile
- View Questions on GUD
- View Reports on GUD
goeasy Ltd. (GSY $32.49)
- $32.49 P/E (TTM): 2.56X Cap: $544M
- View GSY Profile
- View Questions on GSY
- View Reports on GSY
Vital Infrastructure Property Trust Tr Unit (NWH.UN)
- P/E (TTM): 19.55X Cap: $1.41B
- View NWH.UN Profile
- View Questions on NWH.UN
Spin Master Corp. Subordinate Voting Shares (TOY $18.52)
- $18.52 Cap: $1.80B
- View TOY Profile
- View Questions on TOY
- View Reports on TOY
Alimentation Couche-Tard Inc. (ATD.A)
- P/E (TTM): 9.8X
- View ATD.A Profile
- View Questions on ATD.A
Smart Real Estate Investment Trust 5.45% Conv Unsecured Sub Deb 6/30/2018 (SRUDBA)
- View SRUDBA Profile
- View Questions on SRUDBA
Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $36.71)
- $36.71 Cap: $16.45B
- View BIP Profile
- View Questions on BIP
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.09)
- $12.09 Cap: $1.69B
- View LSPD Profile
- View Questions on LSPD
- View Reports on LSPD
Corteva Inc. (CTVA $83.96)
- $83.96 P/E (TTM): 52.49X Cap: $57.28B
- View CTVA Profile
- View Questions on CTVA

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

Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!

First Name *

Last Name *

E-mail *

Password *

I have read and agree to the Terms of Use