VERITAS Investment Research - What's Trending

THIS MONTH

V-List Performance - June 2026

Veritas Team
Report on Dividends: Mid-2026

Veritas Team
Broadcom Inc. - Information Technology

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

Benjamin Butler
V-List Changes: Removing TRP

Veritas Team
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
REITs and Real Estate

S-List Update July 2026

Veritas Team
Financials

Canadian Banks: Capital Stability Meets Capital Relief - Chartbook

Shalabh Garg
Energy

Veritas Oil & Gas Gauge - June 2026

Darryl McCoubrey
Bank of Nova Scotia - Financials

Demonstrating Early Signs of an Inflection

Shalabh Garg
TFI International Inc. - Industrials

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

Will Guy
Cogeco Communications Inc. - Communication Services

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

Liam Gallagher
Rogers Communications Inc. - Communication Services

Q2-F26: Steady Quarter, MLSE Execution Risk Builds - Rogers Communications Inc.

Liam Gallagher
Financials

Canadian Banks Q2-F26 Review: Momentum Persists

Shalabh Garg
REITs and Real Estate

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

Shalabh Garg
Report on Dividends: Outlook for 2026

Veritas Team
Canadian National Railway Co. - Industrials

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

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

Scott Adams
Materials

Gold Outlook Reduced, Target Prices Lowered Modestly

Martin Pradier

THIS WEEK

REITs and Real Estate

S-List Update July 2026

Veritas Team
Report on Dividends: Mid-2026

Veritas Team
Financials

Canadian Banks: Capital Stability Meets Capital Relief - Chartbook

Shalabh Garg
TFI International Inc. - Industrials

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

Will Guy
V-List Changes: Removing TRP

Veritas Team
Canadian National Railway Co. - Industrials

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

Will Guy
Canadian Pacific Kansas City Ltd. - Industrials

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

Will Guy
Financials

Canadian Banks: Credit Stability Meets Capital Relief

Shalabh Garg
V-List Performance - June 2026

Veritas Team
Hudbay Minerals Inc. - Materials

Q2-F26: Cost Guidance Heads Down and Still Looks Conservative - Hudbay Minerals Inc.

Martin Pradier
Utilities

Q2-F26: Comfort in the Curve - Capital Power Corp. and TransAlta Corp.

Darryl McCoubrey
Newmont Corp. - Materials

Q2-F26: Results Aligned With Expectations, Free Cash Flow Shines - Newmont Corp.

Martin Pradier
Waste Connections Inc. - Industrials

Q2-F26: Down the Fairway - Waste Connections Inc.

Will Guy
Bombardier Inc. - Industrials

Q2-F26: Growth Takes the Controls - Bombardier Inc.

Dan Fong
Great-West Lifeco Inc. - Financials

Q2-F26: Building on Strength - Great-West Lifecos Inc.

Roshan Paunikar
Brookfield Infrastructure Partners L.P. - Utilities

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

Dimitry Khmelnitsky
Materials

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

Martin Pradier
Teck Resources Ltd. - Materials

Q2-F26: Higher Commodity Prices and Better Production - Teck Resources Ltd.

Martin Pradier
Utilities

Q2-F26: Less Risk, More Growth - ATCO Ltd. & Canadian Utilities Ltd.

Benjamin Butler
Tourmaline Oil Corp. - Energy

Q2-F26: Pacing Development with Demand - Tourmaline Oil Ltd.

Darryl McCoubrey

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