VERITAS Investment Research - What's Trending

THIS MONTH

Canadian Housing Market Riskometer: Assessing Risk of a Crash

Shalabh Garg
V-List Changes: Removing WPM

Veritas Team
Financials

Canadian Banks: What to Watch For In Q3-F25

Shalabh Garg
Information Technology

Founder Insights: Why AI is Unlikely to Eat VMS

Liam Gallagher
Canadian Housing Market Riskometer: GTA & GVA Flashing Red

Shalabh Garg
Constellation Software Inc. - Information Technology

Q2-F25: Business as Usual - Constellation Software Inc.

Liam Gallagher
Bank of Montreal - Financials

Q3-F25: Credit Turnaround Supports ROE Enhancement - Bank of Montreal

Shalabh Garg
BCE Inc. - Communication Services

Q2-F25: Remaining on the Sideline - BCE Inc.

Liam Gallagher
Financials

Canadian Banks: Decoding the Performing Allowances Build

Shalabh Garg
Bank of Nova Scotia - Financials

Q3-F25: Clean Quarter But Still Transitioning - Bank of Nova Scotia

Shalabh Garg
Shopify Inc. - Information Technology

Q2-F25: Firing on All Cylinders, but Fully Valued - Shopify Inc.

Liam Gallagher
Brookfield Asset Management Ltd. - Financials

Q2-F25: Delivers on Growth Optics, but Underlying Trends Lag Ambitions - Brookfield Asset Management Inc.

Dimitry Khmelnitsky
Hudbay Minerals Inc. - Materials

Q2-F25: A New Partner Confirms the Value of the Project - Hudbay Minerals Inc.

Martin Pradier
Materials

Gold and Gold Miners Outlook and Learnings from Q2-F25

Martin Pradier
REITs and Real Estate

Canadian REITs Q2-F25 Review: Steady Fundamentals, Improving Outlook

Shalabh Garg
Utilities

S-List Update August 2025

Veritas Team
Cenovus Energy Inc. - Energy

A Special Interest

Darryl McCoubrey
Canadian Natural Resources Ltd. - Energy

Q2-F25: Rolling with Pricing Punches - Canadian Natural Resources Ltd.

Darryl McCoubrey
WSP Global Inc. - Industrials

Q2-F25: Solid Execution, Lower Taxes, Higher Valuation - WSP Global Inc.

Dimitry Khmelnitsky
Brookfield Corporation - Financials

Q2-F25: Steady Headline Growth, Mixed Underlying Trends - Brookfield Corp.

Dimitry Khmelnitsky

THIS WEEK

Information Technology

Founder Insights: Why AI is Unlikely to Eat VMS

Liam Gallagher
Materials

Gold and Gold Miners Outlook and Learnings from Q2-F25

Martin Pradier
REITs and Real Estate

Canadian REITs Q2-F25 Review: Steady Fundamentals, Improving Outlook

Shalabh Garg
Materials

Copper Outlook and Q2-F25 Learnings

Martin Pradier
Energy

Veritas Oil & Gas Gauge August 2025

Darryl McCoubrey
V-List Performance - August 2025

Veritas Team
Laurentian Bank of Canada - Financials

Q3-F25: Lack of Perceptible Improvement - Laurentian Bank of Canada

Shalabh Garg
V-List Changes: Removing WPM

Veritas Team
Alimentation Couche-Tard Inc. - Consumer Staples

Q1-F26: Meal Deals Driving Merchandise SSS - Alimentation Couch-Tard Inc.

Kathleen Wong
Bank of Montreal - Financials

Q3-F25: Credit Turnaround Supports ROE Enhancement - Bank of Montreal

Shalabh Garg
Canadian Housing Market Riskometer: Assessing Risk of a Crash

Shalabh Garg
Constellation Software Inc. - Information Technology

2nd SaaS Founder Insight - Finding Niches vs. Incumbents

Desmond Lau
Constellation Software Inc. - Information Technology

SaaS Founder's Thoughts on AI & Experience Competing with CSU

Desmond Lau
Toronto Dominion Bank - Financials

Q3-F25: Rebuilding the Foundations - Toronto Dominion Bank

Shalabh Garg
Bank of Nova Scotia - Financials

Q3-F25: Clean Quarter But Still Transitioning - Bank of Nova Scotia

Shalabh Garg
Canadian Imperial Bank of Commerce - Financials

Q3-F25: Executing With Consistency - Canadian Imperial Bank of Commerce

Shalabh Garg
EQB Inc. - Financials

Q3-F25: On the Back Foot - EQB Inc.

Shalabh Garg
Royal Bank of Canada - Financials

Q3-F25: Demonstrated Its Caliber - Royal Bank of Canada

Shalabh Garg
Cenovus Energy Inc. - Energy

A Special Interest

Darryl McCoubrey
National Bank of Canada - Financials

Q3-F25: CWB Drags Down ROE - National Bank of Canada

Shalabh Garg

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