Long Term Investing - With Baskin Wealth Management

Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufacturing Company and Netflix.

0:00- Intro
1:31- Stock price narratives
5:27- Constellation Software disruptive threats
14:15- TSM’s strong growth
18:47- Netflix update

In this week's episode, Barry and Ernest discuss the criminal investigation of Jerome Powell as well as the US proposal to cap credit card interest rates at 10%.

0:00- Introduction
1:53- Narratives driving stock prices
5:36- Jerome Powell criminal investigation
13:56- Credit card interest rate cap

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- Introduction
2:16- How Venezuela impacts Canada
12:06- Why we own CNQ
14:39- Strong performance for financials
19:59- TMX Group update
21:24- Moody's update
27:40- MSCI update
30:40- Visa update

This episode, Barry and Ernest review 2025 including both highlights and lowlights for the markets
and the portfolio.

0:00 - Intro
4:06 - Lowlight 1: The Canadian Dollar
8:09 - Lowlight 2: Constellation Software
17:00 - Lowlight 3: Large M&A
21:50 - What’s nextfor AI
29:03 - Highlight 1: Google’s rebound
34:41- Baskin’s portfolio changes
39:39 - Strong fundamentals

This week, Barry and Ernest discuss Telus's high
dividend yield and Canadian dividend stocks, break down Netflix's motivations
for buying Warner Brothers Discovery, before wrapping up with an outlook for
the Canadian banks.

0:00- Intro
5:00- Telus's dividend trap
8:40- Attractive Canadian dividend payers
12:48- Netflix's bid for Warner Brothers Discovery
16:56- Poor track record of media mergers
21:08- Netflix's motivations for buying WBD
33:04- Canadian bank update
40:14- 2026 for the Canadian banks
42:35- AI opportunity for Canadian banks