EPISODE · Feb 25, 2026 · 38 MIN

Moody's Solid Rating

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

This week, Barry and Ernest discuss a wide range of topics including the strong performance of Canadian oil stocks, why proprietary data is safe from AI, and Constellation Software's decision to host an earnings call. 0:00- Introduction1:49- Canadian oil stocks performance9:03- Tourmaline Oil's buildout12:40- TFI International's outlook 19:30- Portfolio management in a sell-off23:15- Moody's vs S&P Global31:25- TMX Group's risk from AI 33:08- Constellation Software earnings call 

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Moody's Solid Rating

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