Long Term Investing - With Baskin Wealth Management
Long Term Investing - With Baskin Wealth Management
About Long Term Investing - With Baskin Wealth Management
In this week's episode, Barry and Ernest discuss the Toronto Twelve. Twelve stocks on the TSX exchange that have compounded their shareholders returns by over 15% a year going back 10 years. They discuss what these companies have in common, what elements have made them so successful, why Canada has so many serial acquirers and the outlook for some of the twelve going forward. Companies mentioned: Constellation Software Boyd Group Descartes Dollarama Tfi International Alimentation Couche-Tard Waste Connections Toromont Thomson Reuters ATS Corporation FirstService Colliers
You don't want to miss this episode! Barry and Ernest start the show with a discussion about the current market rally and its implications. Then the feature discussion on the GOAT, Warren Buffett. We discuss Buffett's major bet on Apple, some of his mistakes, why you should trust his judgment, why he pared his financials to buy energy, why Buffett won't pay up for a fantastic business and we speculate about his new "mystery" stock.
Continuing on where they last left off, Ernest and Barry, review quarterly earnings of client holdings including, Canadian Natural Resources, Tourmaline Oil, Apple, Ferrari, Live Nation and Restaurant Brands. But first, the guys discuss why indexing in Canada should be avoided.
Happy belated Halloween! Ernest and Barry start the podcast with a discussion about Candy as well as Ozempic. Then we do quick reviews of some of our client's holdings including: CoStar, Visa, CN Rail, TFI International, Netflix, Dominos, Google, Amazon and Microsoft.
Great episode today! Ernest and Barry discuss Baskin's strategy for fixed income. Then they discuss what to do when you own a stock that is going nowhere. This leads to the feature discussion on Vail Resorts. Vail's stock has been flat for years but its fundamentals are improving... check out Ernest's Blog https://baskinwealth.com/an-ernest-opinion/what-to-do-when-a-stock-doesnt-work/
September was a tough month for the markets, but not to fear, pullbacks are a feature of investing. Ernest and Barry breakdown the month that was. They also review why buying stocks only with a low price earnings ratio can be dangerous to your returns. Finally, the feature conversation is about Costco. Ernest and Barry review its latest quarterly earnings and give an outlook for its future.
We have a jam packed show today! Ernest and Barry discuss inflation and what it means for your portfolio. The guys talk about weird Constellation Software rights offering and what options one has. Then they review earnings from Copart and Adobe. And then the feature conversation is a review of the investor days for both Brookfield Corporation and Brookfield Asset Management.
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 an overview of the Canadian telco industry and review whether the dividends of the big three are sustainable.
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 our feature discussion on the Canadian Banks. We review the risks facing the Canadian Banks given higher interest rates and the impact on the Canadian consumer in the short and medium term. Finally, we discuss the long term bullish outlook for Canadian Banks and the reason why prefer National Bank. https://cccis.com/news-and-insights/insights/what-is-vehicle-complexity-really-costing-us/?utm_source=Newsletter&utm_medium=Email&utm_campaign=CCC+Trends+September+2023&utm_term=Trends+Newsletter+September+2023
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 invincible on the balance sheet. Then we discuss our feature company, the profit machine called Apple. We talk about the current criticisms of the company and why we feel the best days stay lie ahead. Check it out!
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 rally), Domino's partnership with Uber, the FTC case against and Activision and Microsoft and the implications for Adobe, risks in the Canadian grocery sector and why we don't buy fashion businesses. Check it out!
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 one year, dividend stocks vs. interest rates and why we don't buy alts for our clients. Our feature conversation is our research process to find High Quality Investments. Ernest dives deep into our strategy - to own a carefully selected portfolio of well run companies and hold them forever. Dontcha dare miss it!
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 finally our feature company: a “boring” property management/renovations company that has delivered anything but boring returns. https://www.antenna.live/post/a-first-look-at-the-impact-of-netflixs-password-sharing-crackdown https://www.desjardins.com/on/en/savings-investment/economic-studies/canada-mortgage-debt-may-25-2023.html
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 opportunity in Brookfield Corporation. Next we discuss the lacklustre results of the Canadian Banks and then it is our feature discussion...CCL Industries. CCL is the largest label maker in the world and is one of the greatest capital allocators in North America (that you may never heard of). Check out Ernest's blogs on Brookfield and CCL Industries to find out more: https://baskinwealth.com/an-ernest-opinion/a-compounder-thesis-for-brookfield-corporation/ https://baskinwealth.com/blog/great-capital-allocation-makes-a-great-company-ccl-industries/
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 back significantly on pizza fatigue. We think the long-term growth thesis is unchanged and we look for brighter days ahead as shareholders. Check it out!
All aboard! Grab your ticket, sit back and enjoy the relaxing ride as you learn all about the Canadian Railroads: Canadian National Railway and Canadian Pacific Railway. Canadian Railroads are such great businesses. The growing population, the geography, the resources - perfect set up for years of growth.
This week we have a very special guest....David Baskin, Chairman, Founder and Portfolio Manager at Baskin Wealth Management. In our opening discussion, David explains why inflation expectations matter more than the current inflation number and gives his take on the Federal Reserve and Jay Powell. Then David discusses what happened to one of Canada's premiere money managers, Gluskin Sheff. Finally, David tells us why he is still bullish on Canadian Banks given the recent negative headlines. https://baskinwealth.com/latest-news/monthly-newsletter-march-2023/
The podcast Long Term Investing - With Baskin Wealth Management is embedded on this page from an open RSS feed. All files, descriptions, artwork and other metadata from the RSS-feed is the property of the podcast owner and not affiliated with or validated by Podplay.