In this week's episode of the Long Term Investing Podcast, Barry and Ernest discuss Constellation Software and Topicus.com's 2024, whether they can continue to grow at the same pace and what potential risks they face from AI.
We know that many of our clients are concerned about the recent sharp drop in the stock markets in both Canada and the US. The last six weeks have seen the most precipitous slide in prices in the past few years and it is far from clear what will happen next. We do not have any special ability to tell the future, but we have been doing this for a long time, and I hope our experience can help bring some perspective to the situation.
This week, Barry and Ernest talk tariffs - why they are being put in place, how long they might last and what impact they may have on your portfolio. Lastly, they review Baskin Wealth Management's strategy in these uncertain times.
This week, Barry and Ernest discuss Warren Buffett’s annual letter, then provide updates on Alimentation Couche-Tard’s acquisition of 7-Eleven as well as earnings for National Bank and Domino’s Pizza.
Benjamin Klein shares his hot picks in big tech stocks.
Barry Schwartz joined BNN to discuss the market outlook, past and top picks.
In this week’s episode, Barry and Ernest discuss more Trump, TFI’s weak performance, and earnings for Garmin, Watsco, and Moody’s before talking about all things Brookfield.
In this week's Long-Term Investing Podcast, Barry and Ernest discuss their fixed income strategy with spreads at multi-decade highs, then discuss Q4 earnings for Amazon, TransDigm, and Restaurant Brands.
With Trump pulling back on his tariff threats against Canada, Barry and Ernest discuss why owning quality stocks is the best defense against geopolitical threats. They then talk about TMX Group’s evolution.
Benjamin Klein explains why he's bearish on Canadian manufacturing and mining.
ABOUT
Copyright © 2025 Baskin Financial Services Inc.
Based in Toronto, Baskin Wealth Management has been providing investment
management and wealth planning services to Canadians for over 30 years.
