0:00: Introduction

1:30: managing your emotions in the markets

3:03:Hard to learn lessons in a bull market

5:29: Silliness in the market today

7:45:Sticking to our circle of competence

9:40: Year-End Wrap Discussion

12:37: Surprising strength in the TSX in 2024

14:08: A strong year for the Canadian Banks

18:30: Reviewing portfolio changes in 2024 for our clients

20:48: Garmin’s big year

24:52: Being patient on purchases

28:11: Reviewing the underperformers

34:40: Today’s losers can be tomorrow’s winners

36:08: Reviewing our top performers

40:58: Thoughts for 2025

Barry and Ernest are back with our final podcast of 2024. Not to worry, they will be back weekly in 2025! This is our year-end wrap show. Barry and Ernest review the high-lights and low-lights of the Baskin Wealth portfolio. They discuss the most surprising names in the portfolio as well as giving their thoughts on what might happen in 2025. Thank you very much for watching and listening and we wish you and your family a happy and healthy 2025.