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THIS MONTH
Financials
Canadian Banks: Preparing for Higher PCLs
Shalabh Garg
V-List Performance - April 2025
Veritas Team
Canadian Housing Market Riskometer: GTA & GVA Flashing Red
Shalabh Garg
BCE Inc. - Communication Services
Q1-F25: BCE’s Near "Come to Jesus" Moment - BCE Inc.
Liam Gallagher
Toronto Dominion Bank - Financials
Q2-F25: Restructuring for ROE Gains - Toronto Dominion Bank
Shalabh Garg
Telus Corporation - Communication Services
Q1-F25: Dividend Sustainability Remains a Key Concern - Telus Corp.
Liam Gallagher
Utilities
S-List May Update
Veritas Team
Constellation Software Inc. - Information Technology
2025 AGM - Evolution in Action
Liam Gallagher
Canadian Pacific Kansas City Ltd. - Industrials
Q1-F25: Earnings Engine Unbowed - Canadian Pacific Kansas City Ltd.
Will Guy
Emera Inc. - Utilities
Q1-F25: Record Q1 Results - Emera Inc.
Benjamin Butler
Linamar Corp. - Consumer Discretionary
Linamar's Capital Conundrum
Will Guy
Materials
Q1-F25 Takeaways: Massive Profit Increases, More To Come
Martin Pradier
Brookfield Infrastructure Partners L.P. - Utilities
Q1-F25: Capital Recycling And Trade Protection - Brookfield Infrastructure Partners L.P.
Dimitry Khmelnitsky
Canadian National Railway Co. - Industrials
Q1-F25: Navigating an Import Air Pocket - Canadian National Railway Co.
Will Guy
Fact Finding Video 130 - Lessons from 60 Years in Investing - With John Clark
Anthony Scilipoti
Energy
Veritas Oil & Gas Gauge - April 2025
Darryl McCoubrey
Financials
Q1-F25: Insights into Earnings Growth - Brookfield Corp. and Brookfield Asset Management Inc.
Dimitry Khmelnitsky
Fact Finding Video 129 - Tariff Fallout on the Auto Industry - With Dimitry Anastakis
Anthony Scilipoti
Nutrien Ltd. - Materials
Q1-F25: Prices Might be Peaking at the Right Time - Nutrien Ltd.
Martin Pradier
Linamar Corp. - Consumer Discretionary
Q1-F25: Strong Print, Cautious Hint - Linamar Corp.
Will Guy
THIS WEEK
Toronto Dominion Bank - Financials
Q2-F25: Restructuring for ROE Gains - Toronto Dominion Bank
Shalabh Garg
Utilities
S-List May Update
Veritas Team
Financials
Canadian Banks: Preparing for Higher PCLs
Shalabh Garg
Bank of Nova Scotia - Financials
Q2-F25: Still in Transition - Bank of Nova Scotia
Shalabh Garg
Materials
Q1-F25 Takeaways: Massive Profit Increases, More To Come
Martin Pradier
V-List Changes: Adding ATRL
Veritas Team
V-List Performance - April 2025
Veritas Team
Linamar Corp. - Consumer Discretionary
Linamar's Capital Conundrum
Will Guy
Bank of Montreal - Financials
Q2-F25: US Banking is a Work in Progress - Bank of Montreal
Shalabh Garg
National Bank of Canada - Financials
Q2-F25: Trading the Market Volatility Effectively - National Bank of Canada
Shalabh Garg
Brookfield Renewable Partners L.P. - Utilities
Big (Not So) Beautiful Bill
Benjamin Butler
Royal Bank of Canada - Financials
Q2-F25: Resilient Despite Volatility - Royal Bank of Canada
Shalabh Garg
Canada Goose Holdings Inc. - Consumer Discretionary
Q4-F25: Immaterial Tariff Impact - Canada Goose Holdings Inc.
Kathleen Wong
Canadian Imperial Bank of Commerce - Financials
Q2-F25: Momentum Persists - Canadian Imperial Bank of Commerce
Shalabh Garg
EQB Inc. - Financials
Q2-F25: Revaluation Dilemma - EQB Inc.
Shalabh Garg
Consumer Discretionary
Tariff Fallout: Assessing EBITDA Impact Across Fashion Retail Names
Kathleen Wong
Franco-Nevada Corp. - Materials
A Talk With the CEO About Cobre Panama Plus Other Issues
Martin Pradier
Barrick Gold Corp. - Materials
Q1-F25: Heavy Lifting Still to Come - Barrick Gold Corp.
Martin Pradier
Canadian Housing Market Riskometer: GTA & GVA Flashing Red
Shalabh Garg
REITs and Real Estate
Canadian REITs: Updating Top Picks and Key Trends To Watch
Shalabh Garg
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