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.

In this week's episode, Barry and Ernest discuss the recent volatility in the market, the illusion of safety in private real estate investments and their feature conversation is about CoStar.

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/

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

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 set Amazon up for sustainable profits going forward? Tune in and find out...

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!