More Q1 earnings
0:00 – Introduction3:02 – Stock market recovery and macro commentary11:28 – Visa earnings21:28 – Big tech earnings overview (Google, Meta, & Microsoft)23:02 – Google earnings31:20 – Meta earnings39:24...
6 Maj 202548min
Talking Q1 earnings
0:00 – Introduction3:09 – Q1 earnings season so far9:50 – Watsco earnings15:56 – TFI International earnings23:08 – Netflix earnings29:30 – Moody’s & MSCI earnings37:56 – Bad idea to focus on headlines...
29 Apr 202540min
Tariffs and Market volatility - Part 2
0:00 – Introduction3:25 – Companies responding to changing US tariffs 10:13 – Timing the markets in bad times19:52 – Quality companies are the best defence33:20 – How to protect your portfolio with a ...
22 Apr 202547min
Tariffs and the market volatility
0:00 – Introduction2:05 – Impact on tariffs on markets5:20 – How companies respond to tariffs11:58 – Service companies tend to be more protected from macroevents14:05 – Uncertainty of investing in equ...
15 Apr 202540min
CNQ's tar-rific 2024
0:00 – Introduction1:43 – Market correction3:40 – Upcoming Canadian election7:10 – Canadian government energy policy 15:15 – Principles when investing in oil and gas stocks20:06 – Canadian Natural Res...
1 Apr 202542min
Constellation's stellar year
0:00 – Introduction1:44 – The rough 2025 for the US stock market6:00 - The current market vs other pullbacks12:37 – Constellation Software's earnings23:07 – Topicus.com's earnings and recent acquisiti...
25 Mars 202539min
Navigating Tariff Threats
0:00 – Introduction2:05 – A detailed overview of tariffs9:45 – Thinking about tariffs as leverage to renegotiate USMCA17:15 – Tariffs impact on the stock market20:15 – Evaluating the impact of tariffs...
11 Mars 202543min
Compounding for 94 years
0:00 – Introduction1:35 – Importance of investing for the long-term3:41 – Warren Buffett’s annual letter and succession planning at Berkshire19:15 – Update on ATD’s acquisition of 7-Eleven 27:04 – Exo...
4 Mars 202543min
