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THIS MONTH
V-List Performance - January 2026
Veritas Team
V-List Changes: Removing ABX
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Report on Dividends: Outlook for 2026
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Nvidia Corp. - Information Technology
Q4-F26: Flammable Items Intensify
Benjamin Butler
Canadian Housing Market Riskometer: Flat Population, Elevated Inventory - The Setup for 2026
Shalabh Garg
Financials
Canadian Banks: What to Watch For In Q1-F26
Shalabh Garg
Energy
Best Ideas for 2026 - Webinar
Veritas Team
Nvidia Corp. - Information Technology
The Financial Engineering of AI
Benjamin Butler
Financials
The Steep Curve Is An On-Ramp
Roshan Paunikar
Financials
US P&C Banking: Gold Mine or Land Mine for Canadian Banks?
Shalabh Garg
Industrials
Can Trump "Moneyball" His Tariff Regime
Will Guy
S-List February 2026
Veritas Team
Shopify Inc. - Information Technology
Q4-F25: Strong Execution, Valuation Still Full - Shopify Inc.
Liam Gallagher
Nvidia Corp. - Information Technology
The Hidden Tailwind: Extending Useful Lives in AI Infrastructure
Benjamin Butler
Telus Corporation - Communication Services
Q4-F25: Passing the Baton, Inheriting the Burden - Telus Corp.
Liam Gallagher
Canadian MICs: The Bloom is off the Rose
Roshan Paunikar
Barrick Mining Corp. - Materials
Q4-F25: Outlook Is Not As Advertised - Barrick Gold Corp.
Martin Pradier
Materials
Changing Metal Prices, Price Targets and Q4-F25 Preview
Martin Pradier
Suncor Energy Inc. - Energy
Q4-F25: A Margin of Funding Safety - Suncor Energy Inc.
Darryl McCoubrey
Energy
Veritas Oil & Gas Gauge - January 2026
Darryl McCoubrey
THIS WEEK
Nvidia Corp. - Information Technology
Q4-F26: Flammable Items Intensify
Benjamin Butler
V-List Performance - January 2026
Veritas Team
V-List Changes: Removing ABX
Veritas Team
Industrials
Can Trump "Moneyball" His Tariff Regime
Will Guy
S-List February 2026
Veritas Team
Canadian Housing Market Riskometer: Flat Population, Elevated Inventory - The Setup for 2026
Shalabh Garg
Report on Dividends: Outlook for 2026
Veritas Team
Newmont Corp. - Materials
Q4-F25: Cost Shock Prompts Downgrade - Newmont Corp.
Martin Pradier
Cenovus Energy Inc. - Energy
Q4-F25: Quick Out of the Gate - Cenovus Energy Inc.
Darryl McCoubrey
Energy
Best Ideas for 2026 - Webinar
Veritas Team
Financials
Canadian Banks: What to Watch For In Q1-F26
Shalabh Garg
Hudbay Minerals Inc. - Materials
Q4-F25: Noisy Quarter, Stronger Company - Hudbay Minerals Inc.
Martin Pradier
Teck Resources Ltd. - Materials
Q4-F25: Provisional Pricing A Huge Tailwind - Teck Resources Ltd.
Martin Pradier
WSP Global Inc. - Industrials
Q4-F25: Fundamentals Intact - WSP Global Inc.
Dimitry Khmelnitsky
Element Fleet Management - Industrials
Q4-F25: Tuning The Services Engine - Element Fleet Management
Roshan Paunikar
Nvidia Corp. - Information Technology
The Financial Engineering of AI
Benjamin Butler
Loblaw Companies Limited - Consumer Staples
Q4-25: Discount and Drug Flywheel - Loblaw Companies Ltd.
Kathleen Wong
Lundin Gold Inc. - Materials
Q4-F25: Pedal to the Metal - Lundin Gold Inc.
Martin Pradier
Nutrien Ltd. - Materials
Q4-F25: Outlook Improved due to Higher Fertilizer Prices - Nutrien Ltd.
Martin Pradier
Financials
Journal: Housing: Transactions Up, Prices Still Down; Bank Valuations Sky High; Private Credit Canary in the Coal Mine
Veritas Team
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