Podcasts

Barry and Ernest discuss the large opportunities for Brookfield and Constellation, lessons they have learned from Charlie Munger - especially his speech "The Art of Stock Picking" and then a review of the pros and cons of Canadian Banks [...]

In this week's episode, Barry and Ernest discuss the Toronto Twelve. Twelve stocks on the TSX exchange that have compounded their shareholders returns by over 15% a year going back 10 years. They discuss what these companies have in [...]

You don't want to miss this episode! Barry and Ernest start the show with a discussion about the current market rally and its implications. Then the feature discussion on the GOAT, Warren Buffett. We discuss Buffett's major bet on [...]

Continuing on where they last left off, Ernest and Barry, review quarterly earnings of client holdings including, Canadian Natural Resources, Tourmaline Oil, Apple, Ferrari, Live Nation and Restaurant Brands. But first, the guys discuss why indexing in Canada should [...]

Ernest and Barry start the podcast with a discussion about Candy and Ozempic. They then do a quick review of some of our client's holdings including: CoStar, Visa, CN Rail, TFI International, Netflix, Dominos, Google, Amazon and Microsoft. Long [...]

In this week's episode, Barry and Ernest discuss the recent volatility in the market, the illusion of safety in private real estate investments and their feature conversation is about CoStar.

Ernest and Barry discuss Baskin's strategy for fixed income. Then they discuss what to do when you own a stock that is going nowhere. This leads to the feature discussion on Vail Resorts, the stock has been flat for years but its fundamentals are improving.

September was a tough month for the markets, but not to fear, pullbacks are a feature of investing. Ernest and Barry breakdown the month that was and review why buying stocks only with a low price earnings ratio can be dangerous to your returns. Finally, the feature conversation is about Costco, reviewing its latest quarterly earnings and give an outlook for its future.

Ernest and Barry discuss inflation and what it means for your portfolio. The guys talk about weird Constellation Software rights offering and what options one has. Then they review earnings from Copart and Adobe. And then the feature conversation is a review of the investor days for both Brookfield Corporation and Brookfield Asset Management.

If you like dividends, you will love this episode! Barry and Ernest discuss the rationale for owning Canadian Energy stocks for income. They also provide an overview of the Canadian telco industry and review whether the dividends of the big three are sustainable.

Packed show with a great discussion of "Higher for Longer" and what it means for your portfolio, a quick review of our Copart thesis and then our feature discussion on the Canadian Banks. We review the risks facing the Canadian Banks given higher interest rates and the impact on the Canadian consumer in the short and medium term. Finally, we discuss the long term bullish outlook for Canadian Banks and the reason why prefer National Bank.

We are back with a great conversation about Amazon. The everything store and cloud giant is firing on all cylinders. Has new CEO, Andy Jassy, finally set Amazon up for sustainable profits going forward? Tune in and find out...