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  • More Q1 earnings

    More Q1 earnings
    2025/05/06


    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
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    48 分
  • Talking Q1 earnings

    Talking Q1 earnings
    2025/04/29
    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.
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    41 分
  • Tariffs and Market volatility - Part 2

    Tariffs and Market volatility - Part 2
    2025/04/22
    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.
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    47 分
  • Tariffs and the market volatility

    Tariffs and the market volatility
    2025/04/15

    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.
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    40 分
  • CNQ's tar-rific 2024

    CNQ's tar-rific 2024
    2025/04/01
    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.
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    42 分
  • Constellation's stellar year

    Constellation's stellar year
    2025/03/25
    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.
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    39 分
  • Navigating Tariff Threats

    Navigating Tariff Threats
    2025/03/11
    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.
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    44 分
  • Compounding for 94 years

    Compounding for 94 years
    2025/03/04
    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.
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    44 分