Not yielding for yield

https://is1-ssl.mzstatic.com/image/thumb/Podcasts112/v4/fc/7a/17/fc7a17c6-db56-a8c6-66b8-9916a68bc00b/mza_13929002878510216421.jpg/600x600bb.jpg

Long Term Investing - With Baskin Wealth Management

Barry Schwartz

105 episodes

3 days ago

Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.

Business

RSS

All content for Long Term Investing - With Baskin Wealth Management is the property of Barry Schwartz and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Business

https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/32473675/32473675-1665943952702-bdc0a115562e4.jpg

Not yielding for yield

Long Term Investing - With Baskin Wealth Management

49 minutes 27 seconds

5 months ago

Not yielding for yield

This week, Barry and Ernest discuss their preference forcompounders over dividend-paying stocks before providing an update on Alimentation Couche-Tard, Canadian Natural Resources, and Tourmaline Oil.

0:00 – Introduction

3:43 – Our view on a potential recession

14:43 – Why we prefer capital allocators over dividend payers

33:10 – Update on Alimentation Couche-Tard

40:51 – Update on CNQ, Tourmaline, and M&A in the O&Gspace