Listen to Barry Schwartz, David Baskin, Ernest Wong and other members of the Baskin Wealth Management team as they provide updates on the markets, the economy, companies that we are investing in and a variety of other topics to help you stay informed on how we are working to manage your wealth.
Checking out at Costco
This week, Barry and Ernest discuss why people are drinking less alcohol, talk about the importance of culture & incentives, and provide an update on Costco.
Talking Investment Strategy + Taking your Questions!
In this episode, Barry & Ernest dive into key lessons from the past five years of investing and share their latest thoughts on the market. They challenge the idea that complexity leads to better results, and explore why “buy and hold” is often harder than it sounds. They also discuss how strong management teams pivot effectively and what that means for long-term success. Plus, they open the mailbag to answer your questions!
Not yielding for yield
This week, Barry and Ernest discuss their preference for compounders over dividend-paying stocks and then provide updates on Alimentation Couche-Tard, Canadian Natural Resources, and Tourmaline Oil.
Constellation Software’s pivot
This week, Barry and Ernest start the podcast with a discussion about Constellation Software’s annual meeting and the strategic changes they are making to continue compounding into the future, and finish with a review of Brookfield’s recent earnings.
More Q1 earnings
In this week's episode, Barry and Ernest break down more Q1 earnings include the state of the consumer and promising results from Big Tech investments into AI.
Talking Q1 earnings
This week, Barry and Ernest review first quarter earnings for Watsco, TFI International, Netflix, Moody’s, MSCI.
Tariffs and market volatility – Part 2
In this week's episode of the Long-Term Investing Podcast, Barry and Ernest provide more updates on tariffs as well as how best to position your portfolio in an uncertain time.
Tariffs and market volatility
In this week's episode of the Long-Term Investing Podcast, Barry and Ernest discuss the market uncertainty relating to tariffs in the US and how Baskin Wealth is responding to the macroeconomic uncertainty.
CNQ’s tar-rific 2024
This week, Barry and Ernest first discuss how Baskin Wealth is navigating the upcoming Canadian federal election before reviewing 2024 results of Canadian Natural Resources and Tourmaline Oil.
Constellation’s stellar year
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.
Navigating Tariff Threats
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.
Compounding for 94 years
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.
