VERITAS Investment Research - What's Trending

THIS MONTH

Report on Dividends: Mid-2026

Veritas Team
V-List Performance - July 2026

Veritas Team
REITs and Real Estate

S-List Update July 2026

Veritas Team
Canadian Housing Market Riskometer: Calling the Bottom in GTA

Shalabh Garg
Financials

Canadian Banks: Capital Stability Meets Capital Relief - Chartbook

Shalabh Garg
Financials

Canadian Banks: The Valuation Premium Looks Defensible

Shalabh Garg
V-List Changes: Adding SU, WSP and Removing CCA, GRT.un

Veritas Team
Telus Corporation - Communication Services

Q2-F26: A Cleaner Payout, a Messier Outlook - Telus Corp.

Liam Gallagher
Financials

Canadian Banks: Credit Stability Meets Capital Relief

Shalabh Garg
WSP Global Inc. - Industrials

Q2-F26: Above Plan, No Evidence of AI Disruption - WSP Global Inc.

Dimitry Khmelnitsky
Energy

Veritas Oil & Gas Gauge - June 2026

Darryl McCoubrey
Materials

Materials: Resetting Our Gold Forecast and a Preview of Q2-F26

Martin Pradier
Brookfield Corporation - Financials

Q2-F26: Growth, But Quality Questions Persist - Brookfield Corp.

Dimitry Khmelnitsky
TFI International Inc. - Industrials

Q2-F26: Moving the Chains - TFI International Inc.

Will Guy
Alimentation Couche-Tard Inc. - Consumer Staples

Zabka Accelerates ATD's Strategy

Kathleen Wong
BCE Inc. - Communication Services

Q2-F26: Underlying Trends Improve, Execution Still Matters - BCE Inc.

Liam Gallagher
Canadian Pacific Kansas City Ltd. - Industrials

Q2-F26: Differing Trains of Thought - Canadian Pacific Kansas City Ltd.

Will Guy
Canadian National Railway Co. - Industrials

Q2-F26: Steel Wheelin' & Dealin' - Canadian National Railway Co.

Will Guy
Magna International Inc. - Consumer Discretionary

Q2-F26: Revving Up Shareholder Returns - Magna International Inc.

Will Guy
Constellation Software Inc. - Information Technology

Q2-F26: More Than Meets the Headline - Constellation Software Inc.

Liam Gallagher

THIS WEEK

Financials

Canadian Banks: The Valuation Premium Looks Defensible

Shalabh Garg
V-List Changes: Adding SU, WSP and Removing CCA, GRT.un

Veritas Team
Brookfield Corporation - Financials

Q2-F26: Growth, But Quality Questions Persist - Brookfield Corp.

Dimitry Khmelnitsky
Canadian Housing Market Riskometer: Calling the Bottom in GTA

Shalabh Garg
Industrials

Southbound Showdown: CNR vs. CPKC to Mexico

Will Guy
Industrials

Diversified Industrials Recap Q2-F26: Operating Leverage Awakens

Will Guy
Fact Finder Video 143: AI and the Age of Rolling Bubbles - With Kevin Muir

Anthony Scilipoti
Franco-Nevada Corp. - Materials

Cobre Panama: Significant Catalyst Coming Into Focus

Martin Pradier
Franco-Nevada Corp. - Materials

Q2-F26: Time To Buy - Franco-Nevada Corp.

Martin Pradier
Canadian Tire Corp. - Consumer Discretionary

Q2-F26: Remain Cautious on 2H-26 - Canadian Tire Corp.

Kathleen Wong
V-List Performance - July 2026

Veritas Team
Constellation Software Inc. - Information Technology

Q2-F26: More Than Meets the Headline - Constellation Software Inc.

Liam Gallagher
Financials

Canadian Banks: Credit Stability Meets Capital Relief

Shalabh Garg
Hydro One, Ltd. - Utilities

Q2-F26: Scaling Up - Hydro One, Ltd.

Benjamin Butler
Brookfield Renewable Partners L.P. - Utilities

Q2-F26: Running on Gains - Brookfield Renewable Partners L.P.

Benjamin Butler
REITs and Real Estate

S-List Update July 2026

Veritas Team
Brookfield Infrastructure Partners L.P. - Utilities

Q2-F26: Data Leads Growth as Capital Recycling Optionality Expands - Brookfield Infrastructure Partners L.P.

Dimitry Khmelnitsky
Metro Inc - Consumer Staples

Q3-F26: Strike Masks Resilient Core - Metro Inc.

Kathleen Wong
Linamar Corp. - Consumer Discretionary

Q2-F26: More Horsepower than Headwinds - Linamar Corp.

Will Guy
Fact Finder Video 141: The Return of Geopolitics: Investing in a More Dangerous World - With David Detomasi

Anthony Scilipoti

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