Ernest and Barry discuss inflation and what it means for your portfolio. The guys talk about weird Constellation Software rights offering and what options one has. Then they review earnings from Copart and Adobe. And then the feature conversation is a review of the investor days for both Brookfield Corporation and Brookfield Asset Management.
If you like dividends, you will love this episode! Barry and Ernest discuss the rationale for owning Canadian Energy stocks for income. They also provide an overview of the Canadian telco industry and review whether the dividends of the big three are sustainable.
Packed show with a great discussion of "Higher for Longer" and what it means for your portfolio, a quick review of our Copart thesis and then our feature discussion on the Canadian Banks. We review the risks facing the Canadian Banks given higher interest rates and the impact on the Canadian consumer in the short and medium term. Finally, we discuss the long term bullish outlook for Canadian Banks and the reason why prefer National Bank.
We are back with a great conversation about Amazon. The everything store and cloud giant is firing on all cylinders. Has new CEO, Andy Jassy, finally set Amazon up for sustainable profits going forward? Tune in and find out...
Back from vacation with our best podcast ever. Ernest and I discuss why we love companies that have the owner operator mindset and make themselves invincible on the balance sheet. Then we discuss our feature company, the profit machine called Apple. We talk about the current criticisms of the company and why we feel the best days stay lie ahead. Check it out!
This week's episode is a grab-bag of random topics. Ernest and I touch on the Magnificent Seven (the seven mega-techs that are driving the current rally), Domino's partnership with Uber, the FTC case against Activision and Microsoft and the implications for Adobe, risks in the Canadian grocery sector and why we don't buy fashion businesses. Check it out!
Join us for another great episode! Today we talk about the under-performance of the TSX year to date, the volatility of a stock's performance in any one year, dividend stocks vs. interest rates and why we don't buy alts for our clients. Our feature conversation is our research process to find High Quality Investments. Ernest dives deep into our strategy - to own a carefully selected portfolio of well run companies and hold them forever. Dontcha dare miss it!
This week’s episode discusses Netflix’s initial success in cracking down on password sharing, followed by a rare macro forecast from Ernest, and then finally our feature company: a “boring” property management/renovations company that has delivered anything but boring returns.
Barry Schwartz and Ernest Wong kick off this episode with a discussion about AI and Nvidia as well as stock price volatility, then move on to talk about the opportunity in Brookfield Corporation. Next, the lacklustre results of the Canadian Banks and then it is the feature discussion...CCL Industries. CCL is the largest label maker in the world and is one of the greatest capital allocators in North America (that you may never have heard of).