Riches in Niches: Diving deep into Garmin
0:00 Introduction 2:10 The DoJ's antitrust lawsuit against Visa 12:03 Introducing Garmin 13:14 Garmin's pivot from car GPS 18:00 Garmin's unique distribution strategy 22:55 Breaking down Garmin's se...
2 Okt 202440min
Ferrari's pole position
0:00 Introduction 1:05 Brookfield’s $50 Billion Canada Fund 4:35 Adobe: a great business 8:56 Why are Adobe’s stock so volatile? 12:15 Future Drivers of Growth for Adobe 16:01 Ferrari: Car company or...
25 Sep 202445min
Building to the top: Bullish on Brookfield
0:00 Introduction 1:05 Is the September effect real? 4:52 Baskin's successful multi-baggers and performance 13:19 Feature discussion: Brookfield Investor Day 16:53 Brookfield's insider alignment with...
18 Sep 202449min
Finding Quality in Canadian Banks
0:00 Introduction 1:33 Pillars of Quality Investing 6:30 Problems with investing in lower-quality businesses 9:10 Are yield stocks going to rebound? 15:38 Updates about Alimentation Couche-Tard 17:45 ...
11 Sep 202445min
Frosters meet Slurpies: Breaking down Couche-Tard's bid for 7-Eleven
0:00: Introduction 3:45: What Ernest and Barry learned on vacation 6:04: Reasons for stick to North American stocks 9:05: Convenience Store market in Japan vs North America 14:21: Alimentation Couch...
4 Sep 202443min
Review of the first six months of 2024 for the Baskin Wealth Portfolio
0:00: Introduction 1:23: The recent trends of Canada's interest rates and economic growth 4:56: When should investors buy bonds? 6:45: Review of the first half of 2024 9:53: Growth concentration in t...
23 Jul 202446min
Generating Interest for Fixed Income
0:00: Intro 1:06:The role of fixed income in portfolios through history 7:49: Why we keep bond duration short 9:53: The attractiveness of fixed income today 13:22: Outlook for Canadian preferred sha...
16 Jul 202432min
Alimentation Couche-Tard's Q2 pit stop
0:00: Introduction 0:27: What is a share buyback? 3:12: The pros and cons of buybacks 6:26: The only reason why a company should buy back shares 7:57: Why does CNQ spend so ...
5 Jul 202437min
