VERITAS Investment Research

THIS MONTH

Report on Dividends: Mid-2025 and Prospects for 2026

Veritas Team
Financials

Canadian Banks: Decoding the Performing Allowances Build

Shalabh Garg
Materials

Copper Wars: Hudbay Minerals versus Teck

Martin Pradier
Shopify Inc. - Information Technology

The Efficient Growth Engine Behind Shopify

Liam Gallagher
REITs and Real Estate

Canadian REITs: Pivoting to Buybacks

Shalabh Garg
V-List Changes: Adding ATD, removing MRU

Veritas Team
Canadian National Railway Co. - Industrials

Q2-F25: Guidance Groundhog Day - Canadian National Railway Co.

Will Guy
Materials

Materials Sector Q2-F25 Preview

Martin Pradier
Brookfield Renewable Partners L.P. - Utilities

Google Hydro Deal: Material Scale, Immaterial Value Accretion

Benjamin Butler
Financials

S-List Update July 2025

Veritas Team
Brookfield Renewable Partners L.P. - Utilities

Tariffs and Tax Reforms: The New Cost Reality for Renewables

Benjamin Butler
Capital Power Corp. - Utilities

Q2-F25: Reaping Early Rewards - Capital Power Corp.

Darryl McCoubrey
Alimentation Couche-Tard Inc. - Consumer Staples

Q4-F25: An In-Line Quarter - Alimentation Couch-Tard Inc.

Kathleen Wong
V-List Performance - June 2025

Veritas Team
Brookfield Business Partners L.P. - Industrials

Leveraging Retail Strategy

Dimitry Khmelnitsky
Industrials

Rail M&A: Trouble at the Junction?

Will Guy
REITs and Real Estate

Canadian REITs Q1-F25 Review: Top Picks for Resilience and Capital Discipline

Shalabh Garg
Alimentation Couche-Tard Inc. - Consumer Staples

ATD Withdraws Proposal to Buy 7&i

Kathleen Wong
Materials

Hudbay's U.S. Copper Tariff Catalyst - Video with Martin Pradier

Martin Pradier
Energy

Veritas Oil & Gas Gauge - July 2025

Darryl McCoubrey

THIS WEEK

Capital Power Corp. - Utilities

Q2-F25: Reaping Early Rewards - Capital Power Corp.

Darryl McCoubrey
Report on Dividends: Mid-2025 and Prospects for 2026

Veritas Team
Energy

Veritas Oil & Gas Gauge - July 2025

Darryl McCoubrey
AtkinsRealis Group Inc. - Industrials

Assessing Long Term Nuclear Growth Prospects

Dimitry Khmelnitsky
Canadian Pacific Kansas City Ltd. - Industrials

Q2-F25: Mergers in the Mirrors - Canadian Pacific Kansas City Ltd.

Will Guy
TFI International Inc. - Industrials

Q2-F25: A Step in the Right Direction - TFI International Inc.

Will Guy
Utilities

Q2-F25: Steady Execution - ATCO Ltd. & Canadian Utilities Ltd.

Benjamin Butler
Air Canada - Industrials

Q2-F25: Structural Strength Amid Temporary Headwinds - Air Canada

Dan Fong
V-List Changes: Adding ATD, removing MRU

Veritas Team
Agnico Eagle Mines Ltd. - Materials

Q2-F25: Strong Quarter, Buyback Authorization Increased - Agnico-Eagle Mines Ltd.

Martin Pradier
Brookfield Infrastructure Partners L.P. - Utilities

Q2-F25: Headline Numbers Don’t Tell The Full Story - Brookfield Infrastructure Partners L.P.

Dimitry Khmelnitsky
Newmont Corp. - Materials

Q2-F25: Strong Beat, More Buybacks to Come - Newmont Corp.

Martin Pradier
Materials

Materials Sector Q2-F25 Preview

Martin Pradier
Bombardier Inc. - Industrials

Q2-F25: Growing Tailwinds Support Steady Ascent - Bombardier Inc.

Dan Fong
Tourmaline Oil Corp. - Energy

Q2-F25: The Timing Was Off - Tourmaline Oil Ltd.

Will Guy
Teck Resources Ltd. - Materials

Q2-F25: Death by a Thousand Cuts - Teck Resources Ltd.

Martin Pradier
Industrials

Rail M&A: Trouble at the Junction?

Will Guy
Loblaw Companies Limited - Consumer Staples

Q2-F25: Focus on Value Positioning - Loblaw Companies Ltd.

Kathleen Wong
George Weston Ltd. - Consumer Staples

Q2-F25: Buy WN at a Discount to get Exposure to L - George Weston Ltd.

Kathleen Wong
V-List Performance - June 2025

Veritas Team

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