Podcast Episodes
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Are Energy companies the new dividend kings?
Season 1 Episode 23
If you like dividends, you will love this episode! Barry and Ernest discuss the rationale of owning Canadian Energy stocks for income. We also give a…
2 years, 4 months ago
These are the pros and cons of Canadian Banks
Season 1 Episode 16
Packed show today with a great discussion of "Higher for Longer" and what it means for your portfolio, a quick review of our Copart thesis and then o…
2 years, 4 months ago
Amazon's outlook isn't Cloudy
Season 1 Episode 20
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…
2 years, 4 months ago
Apple
Season 1 Episode 19
Back from vacation with our best podcast ever. Ernest and I discuss why we love companies that have the owner operator mindset and make themselves in…
2 years, 5 months ago
Fewer Decisions and Updates on TFI, Constellation Software and Netflix
Season 1 Episode 19
In this week's episode, Barry and Ernest discuss disruptions in the trucking industry, Constellation Software's big deal, and react to Netflix's ear…
2 years, 5 months ago
The Magnificent Seven
This week's episode is a grab-bag of random topics. Ernest and I touch on the Magnificent Seven (the seven mega-techs that are driving the current ra…
2 years, 6 months ago
What we are looking for in a High Quality Investment
Season 1 Episode 17
Join us for another great episode! Today we talk about the under-performance of the TSX year to date, the volatility of a stock's performance in any …
2 years, 6 months ago
FirstService - A Canadian Compounder with a long runway of growth.
Season 1 Episode 16
This week’s episode discusses Netflix’s initial success in cracking down on password sharing, followed by a rare macro forecast from Ernest, and then…
2 years, 7 months ago
Label me a Compounder! CCL Industries a company you may not know but should...
Season 1 Episode 15
Ernest and I, kick off this episode with a discussion about AI and Nvidia as well as stock price volatility, then we move on to talk about the opport…
2 years, 7 months ago
Get the door. It's Domino's
Season 1 Episode 14
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 ba…
2 years, 8 months ago