Venezuela + Financials outlook
Barry and Ernest are back in 2026! They break down the implications of Venezuela on the Canadian energy industry, before providing an update on several companies in the financial industry. 0:00- Intro...
13 Jan 39min
Looking back at 2025
This episode, Barry and Ernest review 2025 including both highlights and lowlights for the marketsand the portfolio. 0:00 - Intro4:06 - Lowlight 1: The Canadian Dollar8:09 - Lowlight 2: Constellation ...
30 Des 202545min
Netflix's HBO drama
This week, Barry and Ernest discuss Telus's highdividend yield and Canadian dividend stocks, break down Netflix's motivationsfor buying Warner Brothers Discovery, before wrapping up with an outlook fo...
16 Des 202546min
Filling up on Couche-Tard
This week, Barry and Ernest review results for Alimentation Couche-Tard and Copart before breaking down Netflix offer to purchase Warner Brothers Discovery. 0:00- Intro8:33- Alimentation Couche-Tard's...
2 Des 202554min
Drilling Down on Canadian Energy
This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names. 0:00- Intro4:24- TransDigm outlook10:16- Great capital ...
25 Nov 202547min
Reviewing Q3 earnings for Apple, Amazon and more
This week, Barry and Ernest give an update on a number ofcompanies including Apple, Amazon.com, TFI International, and Live Nation. 0:00- Intro15:08- Apple strong results26:08- Amazon and AWS growth 3...
11 Nov 202548min
Sticking with stocks
This week, Barry and Ernest discuss the underperformance of high-quality companies, provide an update on some companies in the financial sector and Big Techs, and defendpublic equities as an asset cla...
5 Nov 202552min
We are sticking with compounders
This week, Barry and Ernest break down Apple's stock price resurgence and review earnings from Netflix, TSMC, and Waste Connections before explaining if it still makes sense to own compounders.0:00- I...
28 Okt 20251h
