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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, 6 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, 6 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, 8 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, 8 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, 8 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, 9 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, 9 months ago
Why we finally put a ring on MSCI.
Season 1 Episode 55
0:00: Introduction 1:17: Barry talks about his trip to Calgary to visit clients. 3:25: A quick review of the markets in May and a preview of upcoming…
1 year, 9 months ago
Constellation Software: Revealing itself one star at a time
Season 1 Episode 54
0:00: Introduction 1:00: talking Domino’s Pizza crust and its stock. 4:42: Review of the Constellation Software Annual meeting. 5:50: Why the annual …
1 year, 10 months ago
Buffett takes a bite out of Apple: A review of the Berkshire Hathaway 2024 Meeting
Season 1 Episode 53
0:00: Introduction 2.25: Our takeaways from the Berkshire Hathaway Annual Meeting 9:08: Berkshire’s Apple trim 14:01: Berkshire’s enormous cash pile …
1 year, 10 months ago