Finding Quality in Canadian Banks

 

0:00 Introduction 1:33 Pillars of Quality Investing 6:30 Problems with investing in lower-quality businesses 9:10 Are yield stocks going to rebound? 15:38 Updates about Alimentation Couche-Tard 17:45 Another reason why US equity markets outperform 23:00 Differences in performance between the Canadian banks 26:27 Numbers on the upcoming mortgage renewal wave 32:14 Berkshire Hathaway reaches a $1 trillion market cap 38:38 Tourmaline Oil acquisition of Crew Energy In this week's episode, Barry & Ernest discuss their outlook for dividend-paying stocks, differences in performance between Canadian banks, and Tourmaline Oil's acquisition of Crew Energy.