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&#39;s pitch for Berkshire stock29:13- Why we own CNQ36:43- Tourmaline&#39;s business model  39:43- Data center tailwinds for natural gas 42:29- Country-level risk for commodities

<description>&lt;p&gt;This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names. &lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;0:00- Intro&lt;/p&gt;&lt;p&gt;4:24- TransDigm outlook&lt;/p&gt;&lt;p&gt;10:16- Great capital allocators pivot &lt;/p&gt;&lt;p&gt;14:55- Garmin update&lt;/p&gt;&lt;p&gt;19:33- Brookfield update&lt;/p&gt;&lt;p&gt;24:51- Buffett&amp;#39;s pitch for Berkshire stock&lt;/p&gt;&lt;p&gt;29:13- Why we own CNQ&lt;/p&gt;&lt;p&gt;36:43- Tourmaline&amp;#39;s business model  &lt;/p&gt;&lt;p&gt;39:43- Data center tailwinds for natural gas &lt;/p&gt;&lt;p&gt;42:29- Country-level risk for commodities &lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;p&gt;&lt;/p&gt;
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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- Broo...

Long Term Investing - With Baskin Wealth Management

Drilling Down on Canadian Energy

Drilling Down on Canadian Energy

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