VERITAS Investment Research - What's Trending

THIS MONTH

V-List Performance - June 2026

Veritas Team
Communication Services

S-List Update June 2026

Veritas Team
Broadcom Inc. - Information Technology

Borrowed Growth: The Accounting and Financing Behind AVGO's Results

Benjamin Butler
Financials

Canadian Banks: Credit Stability Meets Capital Relief

Shalabh Garg
Materials

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

Martin Pradier
Gildan Activewear Inc. - Consumer Discretionary

Factoring the Short Thesis

Kathleen Wong
V-List Changes: Removing TRP

Veritas Team
Apotex Health Corp. - Health Care

Evaluating the Quality of the Margin and FCF Story

Kathleen Wong
Bank of Nova Scotia - Financials

Demonstrating Early Signs of an Inflection

Shalabh Garg
Energy

Veritas Oil & Gas Gauge - June 2026

Darryl McCoubrey
Energy

Veritas Oil & Gas Gauge - May 2026

Darryl McCoubrey
Summary Report - Veritas 13th Annual Great Canadian Real Estate Conference: The Reckoning?

Scott Adams
Cogeco Communications Inc. - Communication Services

Q3-F26: Cash Flow Carries the Thesis - Cogeco Communications Inc.

Liam Gallagher
Materials

Higher Copper Prices Lift Targets; Hudbay Remains Our Preferred Exposure

Martin Pradier
Financials

Canadian Banks Q2-F26 Review: Momentum Persists

Shalabh Garg
Report on Dividends: Outlook for 2026

Veritas Team
Air Canada - Industrials

Better Outlook, But Valuation Not Cheap Enough to Chase

Dan Fong
REITs and Real Estate

Canadian REITs Q1-F26 Recap - Targeted Exposure and Updated Views

Shalabh Garg
Energy

Oil & Gas: Sharing the Windfall Wealth

Darryl McCoubrey
Materials

Gold Outlook Reduced, Target Prices Lowered Modestly

Martin Pradier

THIS WEEK

V-List Changes: Removing TRP

Veritas Team
Materials

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

Martin Pradier
V-List Performance - June 2026

Veritas Team
Financials

Canadian Banks: Credit Stability Meets Capital Relief

Shalabh Garg
Energy

Veritas Oil & Gas Gauge - June 2026

Darryl McCoubrey
Cogeco Communications Inc. - Communication Services

Q3-F26: Cash Flow Carries the Thesis - Cogeco Communications Inc.

Liam Gallagher
Broadcom Inc. - Information Technology

Borrowed Growth: The Accounting and Financing Behind AVGO's Results

Benjamin Butler
Report on Dividends: Outlook for 2026

Veritas Team
Communication Services

S-List Update June 2026

Veritas Team
Bank of Nova Scotia - Financials

Demonstrating Early Signs of an Inflection

Shalabh Garg
Industrials

Can Trump "Moneyball" His Tariff Regime

Will Guy
Energy

Veritas Oil & Gas Gauge - May 2026

Darryl McCoubrey
Energy

Oil & Gas: Sharing the Windfall Wealth

Darryl McCoubrey
Gildan Activewear Inc. - Consumer Discretionary

Factoring the Short Thesis

Kathleen Wong
Financials

Private Equity and Credit: Fragile Foundations

Dimitry Khmelnitsky
Summary Report - Veritas 13th Annual Great Canadian Real Estate Conference: The Reckoning?

Scott Adams
Brookfield Infrastructure Partners L.P. - Utilities

Q1-F26: Solid Quarter, Misread Reaction - Brookfield Infrastructure Partners L.P.

Dimitry Khmelnitsky
EQB Inc. - Financials

Q2-F26: Fundamentals Remain Challenged - EQB Inc.

Shalabh Garg
Sun Life Financial Inc. - Financials

Q1-F26: Well Positioned For A Stronger Second Half - Sun Life Financial Inc.

Roshan Paunikar
Financials

Canadian Banks: A New Layer of Competitive Moat with AI-enabled Banking

Shalabh Garg

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