Podcasts

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).

This podcast delivers in just over 30 minutes a hot, tasty and fresh take on Domino's Pizza. Domino's stock soared during 2020/2021 but has pulled back significantly on pizza fatigue. We think the long-term growth thesis is unchanged and we look for brighter days ahead as shareholders. Check it out!

All aboard! Grab your ticket, sit back and enjoy the relaxing ride as you learn all about the Canadian Railroads: Canadian National Railway and Canadian Pacific Railway. Canadian Railroads are such great businesses. The growing population, the geography, the resources – perfect set up for years of growth.

This week we have a very special guest....David Baskin, Chairman, Founder and Portfolio Manager at Baskin Wealth Management. In our opening discussion, David explains why inflation expectations matter more than the current inflation number and gives his take on the Federal Reserve and Jay Powell. Then David discusses what happened to one of Canada's premiere money managers, Gluskin Sheff. Finally, David tells us why he is still bullish on Canadian Banks given the recent negative headlines.

Costco's stores are so busy that no one goes there anymore, just kidding! Costco store traffic continues to be very strong, Costco's balance sheet is in great shape and many expect a special dividend and membership fee hike shortly. In the meantime, Costco continues to open stores at a measured pace around the globe. Ernest and I profess our love for Costco and give our thesis why you should pay up for this great business.

In this week’s Long Term Investing Podcast, Barry & Ernest discuss Live Nation and misunderstandings about it's business model.

In this week’s Long Term Investing Podcast, Barry & Ernest discuss the prospects for the Canadian energy sector and our recent investment in Canadian Natural Resources.

In this week’s Long Term Investing Podcast, Barry & Ernest discuss 2022 earnings results and TFI International’s outstanding track record of acquisitions.

In this week’s Long Term Investing Podcast, Barry & Ernest discuss whether the stock market rally in 2023 will continue, the importance of factors in portfolio management, and lessons from Netflix’s stock price performance.