We are sticking with compounders

This week, Barry and Ernest discuss Telus's highdividend yield and Canadian dividend stocks, break down Netflix's motivationsfor buying Warner Brothers Discovery, before wrapping up with an outlook forthe Canadian banks. 0:00- Intro5:00- Telus's dividend trap8:40- Attractive Cana ...  Show more

This week, Barry and Ernest review results for Alimentation Couche-Tard and Copart before breaking down Netflix offer to purchase Warner Brothers Discovery. 0:00- Intro8:33- Alimentation Couche-Tard's rebound15:04- Canadian compounder buybacks24:17- Copart's earnings30:29- Copart ...  Show more

Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go.  (00:42) Bill Mann and Matt Argersinger discuss: - How AI demand is refu ...  Show more

The great buildout for AI and GLP-1 drugs continues. (00:21) Jason Moser and Matt Argersinger discuss: - How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start ...  Show more

<span>In this can't-miss clip of Market Mondays, hosts Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into the fierce competition between the world's biggest tech companies. Is Apple's reign over as the industry's top dog coming to an end, or can Cuperti ...

Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, br ...  Show more