Netflix's HBO drama
About this episode
This week, Barry and Ernest discuss Telus's high
dividend yield and Canadian dividend stocks, break down Netflix's motivations
for buying Warner Brothers Discovery, before wrapping up with an outlook for
the Canadian banks.
0:00- Intro
5:00- Telus's dividend trap
8:40- Attractive Canadian dividend payers
12:48- Netflix's bid for Warner Brothers Discovery
16:56- Poor track record of media mergers
21:08- Netflix's motivations for buying WBD
33:04- Canadian bank update
40:14- 2026 for the Canadian banks
42:35- AI opportunity for Canadian banks
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