Episode Details

0:00: Introduction 1:23: The recent trends of Canada's interest rates and economic growth 4:56: When should investors buy bonds? 6:45: Review of the first half of 2024 9:53: Growth concentration in the S&P 500 13:22: Reviewing stock performance by sector 14:58: What if? Discussions for the first half of 2024 19:21: Why using hindsight is a mistake 21:26: Netflix: One of our top performers YTD 25:35: How Google is outperforming everyone's expectations 28:46: How Costco's fee hike has impacted their stock 30:33: Constellation Software's recent performance 31:45: Insights into the perception of rising and falling stocks 36:21: Our thesis on Floor & Decor 41:18: Focusing on business structure rather than stock fluctuations 43:17: Are we currently in a bubble? In this week's episode of the Long-Term Investing Podcast with Baskin Wealth, Barry and Ernest review the winners and losers in the Baskin Wealth portfolio for the first six months of the year. Companies discussed include: Netflix, Google, Costco, Constellation Software, Adobe and Floor and Decor. Barry and Ernest also talk their outlooks for the markets and the current risks. Check it out!