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THIS MONTH
Report on Dividends: Outlook for 2026
Veritas Team
Materials
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Martin Pradier
V-List Changes: Adding ABX, CNR, QSR, WPM; Removing CP, CM, DOL
Veritas Team
Nvidia Corp. - Information Technology
The Hidden Tailwind: Extending Useful Lives in AI Infrastructure
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The Financial Engineering of AI
Benjamin Butler
Canadian MICs: The Bloom is off the Rose
Roshan Paunikar
Financials
US P&C Banking: Gold Mine or Land Mine for Canadian Banks?
Shalabh Garg
Lumine Group Inc. - Information Technology
Just What the Doctor Ordered
Liam Gallagher
Energy
Best Ideas for 2026 - Webinar
Veritas Team
Financials
The Steep Curve Is An On-Ramp
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Industrials
Railroad State of the Union (Pacific) - Webinar with Will Guy
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V-List Performance - January 2026
Veritas Team
Best Ideas for 2026 - Slides
Veritas Team
Canadian National Railway Co. - Industrials
Resetting the Foundation
Will Guy
Canadian Pacific Kansas City Ltd. - Industrials
Q4-F25: Pricing vs. Perception - Canadian Pacific Kansas City Ltd.
Will Guy
Financials
Private Equity and Credit: Fragile Foundations
Dimitry Khmelnitsky
S-List January 2026
Veritas Team
Financials
The MIC Drop - Webinar with Roshan Paunikar and Shalabh Garg
Shalabh Garg
Constellation Software Inc. - Information Technology
Q3-F25: Value in the Volatility - Constellation Software Inc.
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Industrials
Railroad State of the Union (Pacific) - Slides with Will Guy
Will Guy
THIS WEEK
Nvidia Corp. - Information Technology
The Financial Engineering of AI
Benjamin Butler
Financials
US P&C Banking: Gold Mine or Land Mine for Canadian Banks?
Shalabh Garg
Financials
The Steep Curve Is An On-Ramp
Roshan Paunikar
V-List Performance - January 2026
Veritas Team
Brookfield Asset Management Ltd. - Financials
Q4-F25: Headline Strength, Softer Core Growth as AI and Credit Risks Rise - Brookfield Asset Management Inc.
Dimitry Khmelnitsky
Energy
Best Ideas for 2026 - Webinar
Veritas Team
Suncor Energy Inc. - Energy
Q4-F25: A Margin of Funding Safety - Suncor Energy Inc.
Darryl McCoubrey
Financials
Private Equity and Credit: Fragile Foundations
Dimitry Khmelnitsky
BCE Inc. - Communication Services
Q4-F25: Meets Expectations, Wireless Uncertainty Persists - BCE Inc.
Liam Gallagher
Nvidia Corp. - Information Technology
The Hidden Tailwind: Extending Useful Lives in AI Infrastructure
Benjamin Butler
Barrick Mining Corp. - Materials
Q4-F25: Outlook Is Not As Advertised - Barrick Gold Corp.
Martin Pradier
Canada Goose Holdings Inc. - Consumer Discretionary
Q3-F26: Upper-Funnel Spend, Momentum Builds. - Canada Goose Holdings Inc.
Kathleen Wong
Saputo Inc. - Consumer Staples
Q3-F26: Commodity Downcycle, Tailwinds Fade, USMCA Risk - Saputo Inc.
Kathleen Wong
V-List Changes: Adding ABX, CNR, QSR, WPM; Removing CP, CM, DOL
Veritas Team
Best Ideas for 2026 - Slides
Veritas Team
Rogers Communications Inc. - Communication Services
Q4-F25: All Priced In - Rogers Communications Inc.
Liam Gallagher
Energy
Veritas Oil & Gas Gauge - January 2026
Darryl McCoubrey
ARC Resources Ltd. - Energy
Q4-F25: Eyes on the Prize - ARC Resources Ltd.
Darryl McCoubrey
2026: One Story, One Risk - Video with Anthony Scilipoti
Anthony Scilipoti
Report on Dividends: Outlook for 2026
Veritas Team
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