Podcasts

Thinking about elections and earnings

2024-10-30T09:20:15-04:00By |Categories: Podcasts|

In this week’s episode, Barry and Ernest discuss how Baskin Wealth Management’s investment team is reacting to the upcoming U.S. election. In the feature discussion, Barry and Ernest review earnings from CoStar, TFI International, Moody's, and Netflix. Using these four companies, they give examples of how the market reacts to good and bad earnings reports and what investors can learn from those reactions.

Stocks at all-time highs and thoughts on AI and Pizza

2024-10-22T08:57:23-04:00By |Categories: Podcasts|

In this week's episode, Barry and Ernest cover several topics. With markets at all-time highs, Barry and Ernest provide their thoughts on what investors should consider going forward. Next, the guys review the Adobe Max presentation and provide their thesis on why Adobe could be the market leader in GenAI. Speaking of AI, Ernest talks about his experience using AI for investment research. The ongoing saga of Couche-Tard’s proposal to acquire 7-11 continues and Barry and Ernest breakdown all the drama. Finally, Domino’s Pizza reported a decent quarter and Barry and Ernest discuss why Domino’s continues to take market share from its competitors.

Canadian Natural Resources: A Wall of Free Cash Flow is on the way

2024-10-16T08:30:35-04:00By |Categories: Podcasts|

In this week's episode, Barry and Ernest discuss multiple fascinating topics. The podcast starts with a conversation on the recent rally in Chinese stocks and why we generally avoid investing outside North America. Next, the conversation turns to weather and why bad weather played a part in Baskin Wealth’s sales of Vail Resorts and CN Rail. On the same topic, Barry and Ernest discuss two companies in the Baskin portfolio that benefit from bad weather events. The feature discussion is on Canadian Natural Resources acquisition from Chevron and why Barry and Ernest are positive on the deal.

Review of the first six months of 2024 for the Baskin Wealth Portfolio

2024-07-23T15:42:53-04:00By |Categories: Podcasts|

In this week's episode of the Long-Term Investing Podcast, Barry and Ernest review the winners and losers in the Baskin Wealth Management portfolio over the first six months of the year. Companies discussed include: Netflix, Google, Costco, Constellation Software, Adobe and Floor and Decor. They also talk about their outlook for the markets and the current risks. Check it out!

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