Moody's Solid Rating
From Long Term Investing - With Baskin Wealth Management by Barry Schwartz
February 25, 2026 · 38 min
About this episode
Barry and Ernest discuss the performance of Canadian oil stocks, the implications of AI on proprietary data, and Constellation Software's earnings call.
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- Introduction 1:49- Canadian oil stocks performance 9:03- Tourmaline Oil's buildout 12:40- TFI International's outlook 19:30- Portfolio management in a sell-off 23:15- Moody's vs S&P Global 31:25- TMX Group's risk from AI 33:08- Constellation Software earnings call
People in this episode
Host: Barry Schwartz
Guest: Ernest
Topics covered
- Canadian oil stocks
- AI and proprietary data
- Earnings calls
- Portfolio management
- Market outlook
Keywords
- Canadian oil stocks
- Moody's
- S&P Global
- portfolio management
- AI
- Constellation Software
- earnings call
Mentioned in this episode
Organizations: Moody's, S&P Global, Tourmaline Oil, TFI International, TMX Group, Constellation Software
More episodes of Long Term Investing - With Baskin Wealth Management
- Financial Planning Special · June 2, 2026 · 29 min
- Constellation Software's New Era · May 26, 2026 · 48 min
- The Greg Abel Era at Berkshire · May 12, 2026 · 42 min
- TFI's trucking rebound · May 5, 2026 · 33 min
- Fairfax: Fair and Friendly · April 28, 2026 · 43 min
- Quality on sale · April 21, 2026 · 42 min
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