# Drilling Down on Canadian Energy

Page: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/drilling-down-on-canadian-energy
Text version: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/drilling-down-on-canadian-energy.md
Podcast: [Long Term Investing - With Baskin Wealth Management](https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574)
Published: 2025-11-25T20:37:48+00:00
Episode link: https://podcasters.spotify.com/pod/show/barry532
Audio file: https://audio-delivery.cohostpodcasting.com/audio/b0adfb2c-55ba-452f-88d1-53f7b32b626b/episodes/97c55e96-5e4a-429f-ac9c-6cde900d82ac/episode.mp3
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JSON: https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/drilling-down-on-canadian-energy
Duration seconds: 2847

## Resource

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- Intro 4:24- TransDigm outlook 10:16- Great capital allocators pivot 14:55- Garmin update 19:33- Brookfield update 24:51- Buffett's pitch for Berkshire stock 29:13- Why we own CNQ 36:43- Tourmaline's business model 39:43- Data center tailwinds for natural gas 42:29- Country-level risk for commodities

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## Transcript

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