エピソード
-
0:00 – Introduction3:02 – Stock market recovery and macro commentary11:28 – Visa earnings21:28 – Big tech earnings overview (Google, Meta, & Microsoft)23:02 – Google earnings31:20 – Meta earnings39:24 – Microsoft earnings41:50 – Garmin earnings45:14 – A note on owning growth-oriented companiesIn 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
-
0:00 – Introduction3:09 – Q1 earnings season so far9:50 – Watsco earnings15:56 – TFI International earnings23:08 – Netflix earnings29:30 – Moody’s & MSCI earnings37:56 – Bad idea to focus on headlinesThis week, Barry and Ernest review first quarter earnings for Watsco, TFI International, Netflix, Moody’s, MSCI.
-
エピソードを見逃しましたか？
-
0:00 – Introduction3:25 – Companies responding to changing US tariffs 10:13 – Timing the markets in bad times19:52 – Quality companies are the best defence33:20 – How to protect your portfolio with a shorter time horizon40:52 – What we're looking for in Q1 earnings 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 period.
-
0:00 – Introduction
2:05 – Impact on tariffs on markets
5:20 – How companies respond to tariffs
11:58 – Service companies tend to be more protected from macroevents
14:05 – Uncertainty of investing in equities
16:45 – Importance of balance sheet health
21:25 – The risks of using margin
25:27 – How we define portfolio diversification
33:50 – Why we don't predict macro
35:53 – Finding high quality businesses during the market pullback
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. -
0:00 – Introduction1:43 – Market correction3:40 – Upcoming Canadian election7:10 – Canadian government energy policy 15:15 – Principles when investing in oil and gas stocks20:06 – Canadian Natural Resources 2024 26:40 – Long term demand for oil29:25 – Impact of US tariffs on Canadian crude 31:20 – Tourmaline Oil earningsThis 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.
-
0:00 – Introduction1:44 – The rough 2025 for the US stock market6:00 - The current market vs other pullbacks12:37 – Constellation Software's earnings23:07 – Topicus.com's earnings and recent acquisitions26:14 – Can Constellation keep compounding? 28:49 – Is AI a risk for Constellation’s business modelIn this week's episode of the Long Term Investing Podcast, Barry and Ernest review Constellation Software and Topicus.com's 2024, and discuss whether it can grow at the same pace going forward as well as potential risks to their business model from AI.
-
0:00 – Introduction2:05 – A detailed overview of tariffs9:45 – Thinking about tariffs as leverage to renegotiate USMCA17:15 – Tariffs impact on the stock market20:15 – Evaluating the impact of tariffs on individual companies27:30 – Reviewing Baskin’s portfolio and strategy to navigate tariffs39:05 – Dominos new stuffed crust This week, Barry and Ernest discuss the impact of tariffs on your portfolio. They discuss why and how long these tariffs could be in place and review Baskin Wealth’s strategy considering the current market uncertainty.
-
0:00 – Introduction1:35 – Importance of investing for the long-term3:41 – Warren Buffett’s annual letter and succession planning at Berkshire19:15 – Update on ATD’s acquisition of 7-Eleven 27:04 – Exor selling Ferrari shares 30:03 – National Bank earnings35:14 – Domino’s Pizza earningsThis 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.
-
0:00: Introduction1:38: Trump and navigating uncertainty in the markets5:40 : How has retirement changed? 12:00: TFI International’s disaster quarter 23:01: Garmin earnings 26:12 : Watsco earnings30:15 : Moody’s earnings33:11: Feature discussion on Brookfield Corp. and Brookfield Asset Management 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. 0:00 – Introduction1:56 – Aluminum and steel tariffs3:38 – Weakening Canadian dollar and the lack of quality businesses in Canada9:27 – Canadian vs US interest rates11:31 – Baskin bond portfolio discussion20:54 – Fourth quarter 2024 earnings season23:45 – Amazon earnings and its massive capex guidance33:29 – TransDigm earnings37:40 – Restaurant Brands earnings
-
0:00: Introduction1:20: More thoughts on Trump's tariffs6:40: Trump’s new tariffs on China11:40: Baskin’s long-term strategy resiliency to macro events15:10: Capex spend for big tech20:01: PE ratios in US indexes versus other countries25:30: TMX Group earningsWith Trump pulling back on its tariff threats for Canada, Barry and Ernest discuss why owning quality stocks is the best defense against geopolitical threats before discussing TMX Group's evolution.
-
This week, Barry and Ernest break down Netflix’s huge quarter and its initiatives in sports before doing another mailbag, answering questions about key learnings, US tariffs, and, believe it or not, something called Fartcoin.
0:00 – Introduction
2:10 – Reviewing buy & hold strategy
6:35 – Netflix’s record-breaking quarter
16:43 – Is there still value for Netflix shareholdersgoing forward?
17:39 – Mailbag!
17:51 – Key lessons from the last 5-10 years
22:23 – Should CEOs announce buyback plans?
25:48 – Should unoptimized companies trade at highermultiples?
29:34 – How do US tariffs impact the energy sector?
33:58 – Are young investors developing investing skillsby owning Fartcoins?
-
0:00 – Introduction
2:33 – The recent market pullback
5:28 – Goldman Sachs forecast for 3% market returns
8:50 – Issues in predicting long-term market performance
11:30 – The global scale of new tech companies
18:30 – Attending the ATB Conference
22:14 – The state of the Energy/Infrastructure market
29:09 – NFI and different perspectives on tariffs
A jam packed show this week. Barry and Ernest start the podcast with a discussion about the recent market pullback and why Baskin Wealth is staying the course. Next, they discuss Goldman Sachs prediction about forward returns on the S&P 500. Then, Barry and Ernest talk the global impact of Big Techs. Then it is the feature discussion. Ernest talks about meeting Mike Rose, CEO of Tourmaline Oil as well as what he learned by attending an oil and gas conference in Toronto. -
0:00 – Introduction
4:09 – Why invest in Canadian compounders?
9:55 – How we define a compounder
15:45 – Why Compounders deserve to trade at high prices
24:50 – How we are reacting to Trudeau's resignation
29:00 – Update on Constellation Software going into 2025
38:13 – Does AI impact Constellation?
42:28 – Books we read during the holiday
After taking a much-needed holiday, Barry and Ernest are back this week with a jam-packed episode. The discussion starts with a definition of a “compounder” with them breaking down the characteristics they look for when buying an investment that will compound. Next, they talk about the resignation of Prime Minister Justin Trudeau and what that means for Canadian investors. Then, the featured conversation about Constellation Software where they talk about Constellation’s plans to increase growth, its capital allocation policy, and the pros and cons of AI on its business model. A great episode ... as usual! -
0:00: Introduction
1:30: managing your emotions in the markets
3:03:Hard to learn lessons in a bull market
5:29: Silliness in the market today
7:45:Sticking to our circle of competence
9:40: Year-End Wrap Discussion
12:37: Surprising strength in the TSX in 2024
14:08: A strong year for the Canadian Banks
18:30: Reviewing portfolio changes in 2024 for our clients
20:48: Garmin’s big year
24:52: Being patient on purchases
28:11: Reviewing the underperformers
34:40: Today’s losers can be tomorrow’s winners
36:08: Reviewing our top performers
40:58: Thoughts for 2025
Barry and Ernest are back with our final podcast of 2024. Not to worry, they will be back weekly in 2025! This is our year-end wrap show. Barry and Ernest review the high-lights and low-lights of the Baskin Wealth portfolio. They discuss the most surprising names in the portfolio as well as giving their thoughts on what might happen in 2025. Thank you very much for watching and listening and we wish you and your family a happy and healthy 2025. -
0:00 Introduction
2:54 Market Bubble?
8:26 Getting Back into Meta
12:45 Thesis for Meta
13:31 Successful Pivots of Meta over the Years
16:15 What Makes Meta’s Social Media Apps Different?
17:53 AI Opportunity for Meta
24:56 Reality Labs of Meta as a Risk Factor
26:43 What Have We Changed Our Mind About Recently?
33:41 Small to Medium Caps in Baskin’s Strategy
37:59 Companies We Liked but Didn’t Invest In
43:32 How Do We Manage Currency Fluctuations for Our Clients
This week, Barry and Ernest, review Baskin Wealth’s decision to buy back shares of Meta. They give an overview of the risks and opportunities for the company with a thoughtful conversation about Meta’s business pivots over the years, its AI goals and what is going on with Reality Labs. Then the show is all about you. Barry and Ernest answer several questions from the mailbag including a discussion on stocks they regret not buying and how Baskin Wealth manages currency fluctuations. -
0:00 Intro
1:54 Trump’s tariff threats + challenges
9:34 How Tim Cook managed Trump’s first term
13:37 Have markets peaked?
15:29 Google’s challenges from antitrust and AI
26:25 Alimentation Couche-Tard’s earnings + update on 7 Eleven
35:02 Copart earnings and long-term drivers
42:34 Why does Copart have so much cash?
This week, Barry and Ernest cover the Tariff concerns in depth. They review the risks to the Canadian and U.S. economies and discuss the types of companies that could be hurt the most. Next, they discuss the proposed remedies by the DOJ in its anti-trust lawsuit against Google. Moving on, Barry and Ernest provide an update on Couche-Tard’s bid for 7 Eleven and a review of its recent earnings release. The feature discussion is on the risks and opportunities for Copart. -
0:00 Introduction
1:14 The Tyson/Paul event on Netflix
5:57 What Trump means for your portfolio?
14:18 Tracking Berkshire Hathaway's portfolio
25:09 Live Nation's blowout demand
34:49 Mailbag- Managing risk in the portfolio
38:20 Mailbag- Constellation spinoffs
41:11 Mailbag- Brookfield Wealth solutions
43:47 Mailbag- Position sizing
A busy show this week. First, Barry and Ernest discuss the Mike Tyson/Jake Paul fight on Netflix and what it means for investors. Next, they talk more about Trump 2.0 and what moves you should or shouldn’t make for your portfolio. Then, they review Berkshire’s recent purchase of Domino’s Pizza and the motivations behind the investment. Moving on to Live Nation, Barry and Ernest discuss the strong results for the concert giant. And then it the podcast is all about you! Barry and Ernest introduce a new mailbag feature and answer several viewer questions from X. Don’t miss this episode. -
0:00 Introduction
2:08 What Does Trump’s Victory Mean for the Markets?
10:30 Breaking Down the Broader Economic Environment
16:30 Ultimate Long-Term Focus: Constellation Software
22:50 Similarities Between TransDigm and Constellation Software
24:20 Power Relationship Between TransDigm and OEMs
31:55 Fundamentals of TransDigm
37:15 How Will TransDigm Continue to Grow?
Barry and Ernest deliver a packed show this week. With DonaldTrump winning the 2024 Presidential Election, Barry and Ernest, provide theirthoughts on what it might mean for your portfolio. They then give anoverview of the current economic environment and the reasons why, theybelieve, stocks are hitting all time highs. Next, they discussConstellation Software's earnings release which ties into the featurediscussion - Baskin Wealth Management’s recent purchase of TransDigm for itsclients. Here, they review the similarities between the two companies and layout their investment thesis on TransDigm.
-
0:00 Introduction2:10 Bell Canada’s Acquisition of Ziply: Does It Make Sense?7:04 Balance Between Shareholder Expectations and Corporate Policy for Bell Canada10:35 Breaking Down Apple’s Growth Runaway14:52 How Is Apple Spending Much Less on AI Than Others?18:56 Large Capex Levels for Big AI Names26:15 Understanding Berkshire’s Earnings33:40 Garmin’s Stunning Quarterly Results 38:05 Potential Benefits of Garmin’s Lumishore AcquisitionIn this week's episode, Barry and Ernest cover Apple, Berkshire, Big Techs and Garmin’s recent results. Barry and Ernest, first discuss BCE’s recent acquisition foray into the U.S. and give their take on BCE’s capital allocation policy. Then they move on to review Apple’s and Berkshire’s latest results and discuss the impact of Big Tech spending on capital expenditures. The final discussion focuses on Garmin, whose stock surged over 20% following the release of its Q3 earnings. Barry and Ernest break down what you need to know about Garmin’s evolving business.
- もっと表示する
