VERITAS Investment Research - What's Trending

THIS MONTH

V-List Performance - February 2026

Veritas Team
Materials

Gold Companies: New Targets, New Opportunities

Martin Pradier
Materials

The Canary in the Gold Mine

Martin Pradier
S-List March 2026

Veritas Team
Energy

Oil & Gas: Repricing on Middle East Risk

Darryl McCoubrey
Financials

Canadian Banks: Slope Gets Slipperier

Shalabh Garg
Lumine Group Inc. - Information Technology

Q4-F25: False Start on AI Fears - Lumine Group Inc.

Liam Gallagher
Constellation Software Inc. - Information Technology

Q4-F25: Compounding Through the Noise - Constellation Software Inc.

Liam Gallagher
Energy

Veritas Oil & Gas Gauge - February 2026

Darryl McCoubrey
Energy

Energy Sector: Repricing on Middle East Risk - Webinar with Darryl McCoubrey

Darryl McCoubrey
Utilities

No Place to Hide - Compressing Equity Risk Premiums

Benjamin Butler
REITs and Real Estate

Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify

Shalabh Garg
Industrials

Diversified Industrials Q4-F25 Recap: "Baby, I Can See Your HALO"

Will Guy
Financials

Canadian Banks Q1-F26 Review: Shrugging Off Uncertainty

Shalabh Garg
Alimentation Couche-Tard Inc. - Consumer Staples

Q3-F26: Fuel Strength, Merchandise Momentum - Alimentation Couch-Tard Inc.

Kathleen Wong
Nutrien Ltd. - Materials

The War in Iran and its Impact on Fertilizer Prices

Martin Pradier
Dollarama Inc. - Consumer Staples

Q4-F26: Australia Drag. Canada Intact. - Dollarama Inc.

Kathleen Wong
Energy

Energy Sector: Repricing on Middle East Risk - Slides with Darryl McCoubrey

Darryl McCoubrey
Alimentation Couche-Tard Inc. - Consumer Staples

Replicating Fuel Playbook in Merchandise

Kathleen Wong
Hudbay Minerals Inc. - Materials

Arizona Cactus: High Potential at Discount Price

Martin Pradier

THIS WEEK

Financials

Canadian Banks: Slope Gets Slipperier

Shalabh Garg
V-List Performance - February 2026

Veritas Team
S-List March 2026

Veritas Team
Dollarama Inc. - Consumer Staples

Q4-F26: Australia Drag. Canada Intact. - Dollarama Inc.

Kathleen Wong
Lundin Mining Corp. - Materials

Insights from Visiting Josemaria/El Filo

Martin Pradier
Materials

The Canary in the Gold Mine

Martin Pradier
Energy

Energy Sector: Repricing on Middle East Risk - Webinar with Darryl McCoubrey

Darryl McCoubrey
Industrials

Diversified Industrials Q4-F25 Recap: "Baby, I Can See Your HALO"

Will Guy
REITs and Real Estate

Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify

Shalabh Garg
Utilities

No Place to Hide - Compressing Equity Risk Premiums

Benjamin Butler
goeasy Ltd. - Financials

goeasy: Assessing Short Seller Claims

Shalabh Garg
Energy

Energy Sector: Repricing on Middle East Risk - Slides with Darryl McCoubrey

Darryl McCoubrey
Financials

Daily Ledger: BMO, BNS, CM, EQB, NA, RY, TD, LUN, S-List, Webinars: CSU + LMN.v; BAM + BN

Veritas Team
Alimentation Couche-Tard Inc. - Consumer Staples

Q3-F26: Fuel Strength, Merchandise Momentum - Alimentation Couch-Tard Inc.

Kathleen Wong
Brookfield Corporation - Financials

Q4-F25: Insurance Drives The Narrative - Brookfield Corp.

Dimitry Khmelnitsky
Constellation Software Inc. - Information Technology

Q4-F25: Compounding Through the Noise - Constellation Software Inc.

Liam Gallagher
Financials

Canadian Banks Q1-F26 Review: Shrugging Off Uncertainty

Shalabh Garg
Nutrien Ltd. - Materials

The War in Iran and its Impact on Fertilizer Prices

Martin Pradier
Linamar Corp. - Consumer Discretionary

Q4-F25: Scavenging the Supplier Scrap Yard - Linamar Corp.

Will Guy
Lumine Group Inc. - Information Technology

Q4-F25: False Start on AI Fears - Lumine Group Inc.

Liam Gallagher

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