Long Term Investing - With Baskin Wealth Management

Not yielding for yield


Listen Later

This week, Barry and Ernest discuss their preference forcompounders over dividend-paying stocks before providing an update on Alimentation Couche-Tard, Canadian Natural Resources, and Tourmaline Oil. 

0:00 – Introduction

3:43 – Our view on a potential recession

14:43 – Why we prefer capital allocators over dividend payers

33:10 – Update on Alimentation Couche-Tard

40:51 – Update on CNQ, Tourmaline, and M&A in the O&Gspace

 


...more
View all episodesView all episodes
Download on the App Store

Long Term Investing - With Baskin Wealth ManagementBy Barry Schwartz

  • 4
  • 4
  • 4
  • 4
  • 4

4

5 ratings


More shows like Long Term Investing - With Baskin Wealth Management

View all
Michael Campbell's Money Talks by HPC Inc.

Michael Campbell's Money Talks

83 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

275 Listeners

The Dividend Guy Blog Podcast by Dividend Guy

The Dividend Guy Blog Podcast

65 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

449 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

194 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

305 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

560 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

105 Listeners

The Canadian Investor by Braden Dennis & Simon Belanger

The Canadian Investor

82 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

343 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

10 Listeners

Market Call by BNN Bloomberg

Market Call

16 Listeners

The Canadian Real Estate Investor by Daniel Foch & Nick Hill

The Canadian Real Estate Investor

30 Listeners

Moose on The Loose by Dividend Guy

Moose on The Loose

14 Listeners

In the Money with Amber Kanwar by Amber Kanwar

In the Money with Amber Kanwar

9 Listeners