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THIS MONTH
Utilities
EMA & CU Merger: Stronger Together
Benjamin Butler
Anthropic’s S-1: The Shareholder Cost of Compute
Benjamin Butler
Power Corp of Canada - Financials
Buying GWO, Getting The Rest At No Incremental Cost
Roshan Paunikar
REITs and Real Estate
Canadian REITs: Are My REIT Distributions Safe In 2027?
Shalabh Garg
Industrials
The Dealer Divide: A Tale of Two CATs
Will Guy
V-List Performance - October 2026
Veritas Team
Materials
Q3-F26 Materials Preview: Bracing For a Tough Quarter
Martin Pradier
Energy
Veritas Oil & Gas Gauge - October 2026
Darryl McCoubrey
Hudbay Minerals Inc. - Materials
Copper World: A Major Milestone, with Manageable Funding Requirements
Martin Pradier
Hudbay Minerals Inc. - Materials
Visiting the Cashflow Generator
Martin Pradier
Loblaw Companies Limited - Consumer Staples
Assessing Growth Beyond Core Retail
Kathleen Wong
Rogers Communications Inc. - Communication Services
Q3-F26: Cash Flow Improves, Leverage Looms - Rogers Communications Inc.
Liam Gallagher
Cenovus Energy Inc. - Energy
Betting Beyond Buybacks
Darryl McCoubrey
Financials
S-List Update October 2026
Veritas Team
ATCO Ltd. - Utilities
Balance Sheet Clarity Reveals Upside
Benjamin Butler
Financials
The Main St. vs. Bay St. Conundrum: A Tale Of Two Halves - Webinar with Shalabh Garg - Video
Veritas Team
Canadian Pacific Kansas City Ltd. - Industrials
Q3-F26: Reclaiming the Haul - Capital Power Corp.
Will Guy
TFI International Inc. - Industrials
Q3-F26: Turnaround Roundabout - TFI International Inc.
Will Guy
Report on Dividends: Mid-2026
Veritas Team
Consumer Staples
Weston Family Strikes Boots Deal
Kathleen Wong
THIS WEEK
Anthropic’s S-1: The Shareholder Cost of Compute
Benjamin Butler
V-List Performance - October 2026
Veritas Team
Financials
S-List Update October 2026
Veritas Team
TFI International Inc. - Industrials
Q3-F26: Turnaround Roundabout - TFI International Inc.
Will Guy
WSP Global Inc. - Industrials
Q3-F26: Resilient Growth and Margins Despite US Delays - WSP Global Inc.
Dimitry Khmelnitsky
V-List Changes: Removing SU
Veritas Team
Canadian National Railway Co. - Industrials
Q3-F26: Harvesting the Reset - Canadian National Railway Co.
Will Guy
Manulife Financial Corp. - Financials
Q3-F26: Asia Growth To Cool - Manulife Financial Corp.
Roshan Paunikar
Toromont Industries Ltd. - Industrials
Q3-F26: Valuation Isn't One Size Fits AVL - Toromont Industries Ltd.
Will Guy
Bombardier Inc. - Industrials
Q3-F26: The Next Ascent Takes Shape - Bombardier Inc.
Dan Fong
Agnico Eagle Mines Ltd. - Materials
Q3-F26: Strength in Gold Masks Operational Challenges - Agnico-Eagle Mines Ltd.
Martin Pradier
Shopify Inc. - Information Technology
Q3-F26: Waiting for an Attractive Entry Point - Shopify Inc.
Liam Gallagher
Suncor Energy Inc. - Energy
Q3-F26: Less is More - Suncor Energy Inc.
Darryl McCoubrey
Lumine Group Inc. - Information Technology
Q3-F26: Our Top Pick Gains Momentum - Lumine Group Inc.
Liam Gallagher
BCE Inc. - Communication Services
Q3-F26: Awaiting Evidence - BCE Inc.
Liam Gallagher
AtkinsRealis Group Inc. - Industrials
Q3-F26: Better Margins, Uneven Growth - AtkinsRealis Group Inc.
Dimitry Khmelnitsky
Sun Life Financial Inc. - Financials
Q3-F26: A Temporary Setback - Sun Life Financial Inc.
Roshan Paunikar
Magna International Inc. - Consumer Discretionary
Q3-F26: More Miles per Dollar - Magna International Inc.
Will Guy
Element Fleet Management - Industrials
Q3-F26: Growth Hits a Speed Bump - Element Fleet Management
Roshan Paunikar
Cogeco Communications Inc. - Communication Services
Q4-F26: U.S. Tricks, Hidden Treats - Cogeco Communications Inc.
Liam Gallagher
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