EPISODE · Nov 25, 2025 · 47 MIN

Drilling Down on Canadian Energy

from Long Term Investing - With Baskin Wealth Management · host Barry Schwartz

This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names. 0:00- Intro4:24- TransDigm outlook10:16- Great capital allocators pivot 14:55- Garmin update19:33- Brookfield update24:51- Buffett's pitch for Berkshire stock29:13- Why we own CNQ36:43- Tourmaline's business model 39:43- Data center tailwinds for natural gas 42:29- Country-level risk for commodities

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Drilling Down on Canadian Energy

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