Podcast Episodes
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Riches in Niches: Diving deep into Garmin
Season 1 Episode 63
0:00 Introduction 2:10 The DoJ's antitrust lawsuit against Visa 12:03 Introducing Garmin 13:14 Garmin's pivot from car GPS 18:00 Garmin's unique dis…
1 year, 3 months ago
Ferrari's pole position
Season 1 Episode 62
0:00 Introduction 1:05 Brookfield’s $50 Billion Canada Fund 4:35 Adobe: a great business 8:56 Why are Adobe’s stock so volatile? 12:15 Future Driver…
1 year, 3 months ago
Building to the top: Bullish on Brookfield
Season 1 Episode 61
0:00 Introduction 1:05 Is the September effect real? 4:52 Baskin's successful multi-baggers and performance 13:19 Feature discussion: Brookfield Inv…
1 year, 4 months ago
Finding Quality in Canadian Banks
Season 1 Episode 60
0:00 Introduction 1:33 Pillars of Quality Investing 6:30 Problems with investing in lower-quality businesses 9:10 Are yield stocks going to reboun…
1 year, 4 months ago
Frosters meet Slurpies: Breaking down Couche-Tard's bid for 7-Eleven
Season 1 Episode 59
0:00: Introduction 3:45: What Ernest and Barry learned on vacation 6:04: Reasons for stick to North American stocks 9:05: Convenience Store market …
1 year, 4 months ago
Review of the first six months of 2024 for the Baskin Wealth Portfolio
Season 1 Episode 58
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 …
1 year, 5 months ago
Generating Interest for Fixed Income
Season 1 Episode 57
0:00: Intro 1:06:The role of fixed income in portfolios through history 7:49: Why we keep bond duration short 9:53: The attractiveness of fixed inco…
1 year, 6 months ago
Alimentation Couche-Tard's Q2 pit stop
Season 1 Episode 58
0:00: Introduction 0:27: What is a share buyback? 3:12: The pros and cons of buybacks 6:26: The only reason why a company should…
1 year, 6 months ago
Going West for Growth: A Breakdown of National Bank’s Alberta acquisition.
Season 1 Episode 53
0:00: Introduction 2:04: Ernest's trip to a CCL Industries plant 8:48: CCL Industries' recent acquisition in the Middle East 10:47: A review of the T…
1 year, 6 months ago
June Financial Planning Edition- Everything you wanted to know about TFSA's
Season 1 Episode 56
0:00: Introduction 1:56: A refresher on the new capital gains changes in Canada 3:37: What do the new changes mean for your portfolio? Should you act…
1 year, 7 months ago