Show Notes
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
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The Long Term Investing Podcast is back with a brand-new season and a brand-new look. Barry Schwartz, President and Chief Investment Officer, and Ernest Wong, Head of Research and Portfolio Manager at Baskin Wealth Management, return to break down why short-term volatility hasn’t shaken their conviction in owning high-quality compounders—businesses that can grow earnings and free cash flow per share, reinvest at attractive rates and create value over the long term.
Recorded: June 10, 2026 This week, Barry and Ernest review the current state of the stock markets including the mega IPO of SpaceX before discussing the strong performance of the Canadian banks.