Thinking about elections and earnings

0:00: Introduction 1:41 Impact of Bank of Canada’s Interest Rate Policy on Markets 9:50 Does it Really Matter: US Presidential Election 14:12 Breaking Down the Earnings Season 15:28 Update on CoStar: Gap Between Fundamentals and Stock Price 25:16 The Parallel Between Meta and CoStar 27:00 TFI International Reported Earnings: What to Think? 32:13 Case of Moody’s: Reports Amazing Earnings, Stock Price Falls 39:27 Why Did Netflix Go Up So Much After Earnings? 46:36 How to Think About Earnings in General In this week’s episode, Barry and Ernest discuss how Baskin Wealth’s investment team is reacting to the upcoming U.S. election. In the feature discussion, Barry and Ernest review earnings from CoStar, TFI International, Moody's, and Netflix. Using these four companies, they give examples of how the market reacts to good and bad earnings reports and what investors can learn from those reactions.