The Canadian Compounder discount

2024-04-16T14:49:24-04:00By |Categories: Podcasts|

Great discussion this week about Canadian Compounders that trade at a discount to their U.S. peers. Barry and Ernest give four examples of companies owned by Baskin Wealth Management clients that are valued at a discount and the reasons why. Barry and Ernest discuss why Canadian stocks are currently out of favour and then finish off the episode with comments on Costco and Amazon.

April Financial Planning Edition – All about Trusts

2024-04-09T12:16:23-04:00By |Categories: Podcasts|

Benjamin Klein, Senior Portfolio Manager and CFP, joins Barry for our monthly financial planning podcast. Benjamin and Barry have a fascinating discussion about trusts and joint accounts with family members. If you are curious about how they work, the pros and cons of each, and the differences between a formal and informal trust, then this episode will be enlightening.

Compounding is afoot at the Circle K

2024-04-01T15:48:02-04:00By |Categories: Podcasts|

Alimentation Couche-Tard (ATD) is one of the best performing Canadian equities for over 30 years. Ernest and Barry discuss the pros, cons and the reasons why we finally purchased this investment for clients. We also talk about Apple's recent woes and reasons to stay optimistic.

Tourmaline Oil – It’s a gas, gas, gas.

2024-03-19T10:40:27-04:00By |Categories: Podcasts|

This week's episode has Barry and Ernest discussing interest rates, why Baskin Wealth favours U.S. equities, why Alimentation Couche-Tard and Constellation Software are only listed on the Canadian exchange and then our feature discussion on Tourmaline Oil. Mike Rose, founder of Tourmaline, is one of Canada's greatest capital allocators. We learn all about his strategy and reasons to be bullish on Natural Gas.

Buffett, National Bank and Royal way to value CNQ

2024-03-12T09:06:15-04:00By |Categories: Podcasts|

This week's podcast touches on a number of topics including a review of Berkshire Hathaway's recent shareholder letter and Warren Buffet's dissatisfaction with Berkshire's railroad and utility asset. Next, they have a conversation about the Canadian bank results and what their CEO's are saying about the Canadian economy. The feature discussion is on Canadian Natural Resources (CNQ) where Barry and Ernest give investors food for thought on how to value CNQ differently.

Financial Planning Edition with Benjamin Klein

2024-03-04T14:40:17-05:00By |Categories: Podcasts|

We are introducing a new regular feature to the podcast, the Financial Planning edition with Senior Portfolio Manager, Benjamin Klein, CFA, CFP. Benjamin joins Barry to discuss topics like - what is financial planning; does everyone need a financial plan; and, mistakes people make as they prepare for retirement. The feature discussion in our inaugural Financial Planning podcast is about the recently introduced First Home Savings Account.

Sitting on Topicus of the World

2024-02-27T13:53:17-05:00By |Categories: Podcasts|

With Barry back from vacation, he and Ernest get right back into discussing stocks and the markets. First, the guys discuss Nvidia and AI and sticking to you what you know as an investor. Next, they talk about three companies that are getting the long-term shareholders they deserve, CoStar Group, CCL Industries and Restaurant Brands. Finally, the feature discussion is on Topicus. Spun out from Constellation Software in 2021, Topicus is a serial acquirer of software companies based in Europe. They discuss the reason for the spin-out, Topicus’ strategy, why it is listed on the TSX Venture exchange and why it trades at a higher valuation than Constellation Software.

Lessons from David Baskin

2024-02-15T15:50:24-05:00By |Categories: Podcasts|

With Barry away this week, Ernest talks with Baskin Wealth Management's founder and Chairman, David Baskin about the story of Baskin and how wealth management has evolved. This episode is full of stories and wisdom from David's extensive experience in the industry.

Stryker: Hips, Shoulders, Knees and Toes

2024-02-06T10:06:43-05:00By |Categories: Podcasts|

Jam packed episode this week! First, Ernest discusses what he does during earnings season. Next, he and Barry discuss why stocks react the way they do after reporting quarterly earnings and they then breakdown some recent reports from Alphabet, Ferrari and Microsoft. Finally, their feature discussion is about the medical device giant, Stryker, where they discuss its moat and the outlook for business.

Netflix: Laying the Smackdown on its competition

2024-01-29T16:43:07-05:00By |Categories: Podcasts|

In this week's podcast Barry and Ernest talk about both streaming and the Canadian Railroads. But first they discuss the valuation of stocks as we start 2024 and how one should behave in a bull market. The feature discussion is on Netflix where they review the latest earnings report and the game-changing deal with World Wrestling Entertainment (WWE). In the final segment, it's a business with a lot less drama - CN Rail. They talk about CN's latest earnings results and the outlook for the company.

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