The Canadian Compounder discount

0:00: Introduction 0:56: Ernest’s discusses his debut on BNN Bloomberg 4:15: Why are there so few “super-investors”? 6:23: Canadian compounders trading at a discount to their U.S. peers and examples. 8:43: Why Canadian stocks are out of favour right now. 10:02: Example #1 - Couche-Tard 11:36: What do Hot Dogs and Compounders have in common? 12:40: Couche-Tard’s valuation discount 15:05: Example #2 – CCL Industries 16:40: Example of a Canadian Compounder trading at premium. 18:56: Example #3 – Canadian Natural Resources 21:43: Example #4- TFI Industries 23:16: Still prefer U.S. business and a discussion on Costco. 26:50: Amazon’s years of investments finally paying off. Great discussion this week about Canadian Compounders that trade at a discount to their U.S. peers. Barry and Ernest give four examples of companies owned by Baskin Wealth Management clients that are valued at a discount and the reasons why. Barry and Ernest discuss why Canadian stocks are currently out of favour and then finish off the episode with comments on Costco and Amazon. check out Ernest's debut on BNN Bloomberg: https://baskinwealth.com/media-appearances/ernest-wong-on-bnn-we-remain-underweight-on-canadian-stocks/

Om Podcasten

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.