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THIS MONTH
Accounting & Special Situations
Canada in the Crosshairs of Trump's "Revenge Tax"
Veritas Team
Toronto Dominion Bank - Financials
Q2-F25: Restructuring for ROE Gains - Toronto Dominion Bank
Shalabh Garg
REITs and Real Estate
Canadian REITs Q1-F25 Review: Top Picks for Resilience and Capital Discipline
Shalabh Garg
Utilities
S-List May Update
Veritas Team
Alimentation Couche-Tard Inc. - Consumer Staples
Rolling the Dice on 7-11
Kathleen Wong
Financials
Canadian Banks: Preparing for Higher PCLs
Shalabh Garg
V-List Performance - May 2025
Veritas Team
Linamar Corp. - Consumer Discretionary
Linamar's Capital Conundrum
Will Guy
Financials
Canadian Banks Q2-F25 Review: Navigating Uncertain Times Well
Shalabh Garg
Materials
Q1-F25 Takeaways: Massive Profit Increases, More To Come
Martin Pradier
Laurentian Bank of Canada - Financials
Q2-F25: Getting Worse Before Better? - Laurentian Bank of Canada
Shalabh Garg
Bank of Nova Scotia - Financials
Q2-F25: Still in Transition - Bank of Nova Scotia
Shalabh Garg
Alimentation Couche-Tard Inc. - Consumer Staples
Sizing Up 7-Eleven: Deep Dive into 7&i's Global Businesses
Kathleen Wong
V-List Changes: Adding ATRL
Veritas Team
Royal Bank of Canada - Financials
Q2-F25: Resilient Despite Volatility - Royal Bank of Canada
Shalabh Garg
Bank of Montreal - Financials
Q2-F25: US Banking is a Work in Progress - Bank of Montreal
Shalabh Garg
Energy
A Non-Consensus View on the Outlook for North American Energy and Infrastructure - Video with Darryl McCoubrey
Darryl McCoubrey
EQB Inc. - Financials
Q2-F25: Revaluation Dilemma - EQB Inc.
Shalabh Garg
Canadian Imperial Bank of Commerce - Financials
Q2-F25: Momentum Persists - Canadian Imperial Bank of Commerce
Shalabh Garg
Element Fleet Management - Industrials
Re-initiation: On The Road To ROE Expansion
Roshan Paunikar
THIS WEEK
Accounting & Special Situations
Canada in the Crosshairs of Trump's "Revenge Tax"
Veritas Team
Financials
Canadian Banks Q2-F25 Review: Navigating Uncertain Times Well
Shalabh Garg
Telus Corporation - Communication Services
Risks of Venturing Outside Core Competencies
Liam Gallagher
V-List Performance - May 2025
Veritas Team
Canadian Housing Market Riskometer: GTA & GVA Flashing Red
Shalabh Garg
Empire Company Ltd. - Consumer Staples
Q4-F25: A Very Strong Quarter - Empire Company Ltd.
Kathleen Wong
Report on Dividends: FY25 Outlook
Veritas Team
Materials
Earnings Tailwinds Fade: What’s Next for Teck and Lundin?
Martin Pradier
EQB Inc. - Financials
Q2-F25: Revaluation Dilemma - EQB Inc.
Shalabh Garg
Alimentation Couche-Tard Inc. - Consumer Staples
Sizing Up 7-Eleven: Deep Dive into 7&i's Global Businesses
Kathleen Wong
Brookfield Renewable Partners L.P. - Utilities
Big (Not So) Beautiful Bill
Benjamin Butler
Energy
A Non-Consensus View on the Outlook for North American Energy and Infrastructure - Video with Darryl McCoubrey
Darryl McCoubrey
REITs and Real Estate
Canadian REITs Q1-F25 Review: Top Picks for Resilience and Capital Discipline
Shalabh Garg
WSP Global Inc. - Industrials
Ricardo Acquisition: Unlocking Synergies in a Troubled Asset
Dimitry Khmelnitsky
Royal Bank of Canada - Financials
Q2-F25: Resilient Despite Volatility - Royal Bank of Canada
Shalabh Garg
Utilities
Q4-F24: Growth Gap Narrows, Valuation Gap Widens - ATCO Ltd. & Canadian Utilities Inc.
Benjamin Butler
Financials
Q1-F25: Insights into Earnings Growth - Brookfield Corp. and Brookfield Asset Management Inc.
Dimitry Khmelnitsky
Dollarama Inc. - Consumer Staples
Q1-F26: Premium Multiple for a Premium Company - Dollarama Inc.
Kathleen Wong
Utilities
Q1-F25: Policy Uncertainty Delays Development - ATCO Ltd. & Canadian Utilities Inc.
Benjamin Butler
Rogers Communications Inc. - Communication Services
Q1-F25: Steady Despite a Challenging Environment - Rogers Communications Inc.
Liam Gallagher
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