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THIS MONTH
Financials
Canadian Banks: What to Watch For In Q4-F25
Shalabh Garg
Telus Corporation - Communication Services
Q3-F25: Living Beyond Its Means - Telus Corp.
Liam Gallagher
REITs and Real Estate
Canadian REITs Q3-F25 Recap - Stay Selective
Shalabh Garg
Canadian Housing Market Riskometer: Dissecting the GTA Submarkets
Shalabh Garg
Nvidia Corp. - Information Technology
GPU Money-Go-Round
Benjamin Butler
Nvidia Corp. - Information Technology
Q3-F26: Signs of Tightening Financing Emerging
Benjamin Butler
Nvidia Corp. - Information Technology
NVDA Rebuttal Review: Veritas Commentary
Benjamin Butler
V-List Performance - November 2025
Veritas Team
Energy
Veritas Oil & Gas Gauge - November 2025
Darryl McCoubrey
Allied Properties REIT - REITs and Real Estate
Heading Towards a Painful Cut
Shalabh Garg
Brookfield Corporation - Financials
Brookfield 2030: Assessing the Risks to DE Growth
Dimitry Khmelnitsky
EQB Inc. - Financials
Real Estate Led Weakness to Persist
Shalabh Garg
Financials
Sold At Last
Shalabh Garg
Summary Report - Veritas 13th Annual Great Canadian Real Estate Conference: The Reckoning?
Scott Adams
Materials
Raising Our Gold and Silver Prices for 2026
Martin Pradier
Financials
Canadian Banks Executive Comp: Homogeneous by Design, Differentiated in Detail
Shalabh Garg
Industrials
Diversified Industrials Q3-F25 Recap - Delineating Secular vs. Cyclical Trends
Will Guy
REITs and Real Estate
S-List Update November 2025
Veritas Team
Bank of Nova Scotia - Financials
Q4-F25: Green Shoots Appear - Bank of Nova Scotia
Shalabh Garg
Brookfield Corporation - Financials
Q3-F25: BWS-Led DE Growth Amid Insurance and Real Estate Headwinds - Brookfield Corp.
Dimitry Khmelnitsky
THIS WEEK
Nvidia Corp. - Information Technology
NVDA Rebuttal Review: Veritas Commentary
Benjamin Butler
Materials
Raising Our Gold and Silver Prices for 2026
Martin Pradier
Telus Corporation - Communication Services
Dividend Dodgeball
Liam Gallagher
Toronto Dominion Bank - Financials
Q4-F25: Repositioned for Growth - Toronto Dominion Bank
Shalabh Garg
Loblaw Companies Limited - Consumer Staples
Strategic PC Financial Sale Fuels Retail
Kathleen Wong
V-List Performance - November 2025
Veritas Team
Barrick Mining Corp. - Materials
Can Management Unlock Value? - Video with Martin Pradier
Scott Adams
Financials
Private Equity and Credit: Fragile Foundations
Dimitry Khmelnitsky
Bank of Montreal - Financials
Q4-F25: Still Rebuilding - Bank of Montreal
Shalabh Garg
Canadian Imperial Bank of Commerce - Financials
Q4-F25: Another Clean Quarter - Canadian Imperial Bank of Commerce
Shalabh Garg
Financials
Sold At Last
Shalabh Garg
Brookfield Corporation - Financials
Brookfield 2030: Assessing the Risks to DE Growth
Dimitry Khmelnitsky
Summary Report - Veritas 13th Annual Great Canadian Real Estate Conference: The Reckoning?
Scott Adams
Telus Corporation - Communication Services
Q3-F25: Living Beyond Its Means - Telus Corp.
Liam Gallagher
EQB Inc. - Financials
Q4-F25: An Astute Deal in a Soft Economy - EQB Inc.
Shalabh Garg
Fact Finding Video 134: Market Narratives and 2007-Style Warning Signs - With Ben Hunt
Anthony Scilipoti
Saputo Inc. - Consumer Staples
Q2-F26: Improving Metrics, Uncertain Trajectory - Saputo Inc.
Kathleen Wong
Nvidia Corp. - Information Technology
GPU Money-Go-Round
Benjamin Butler
Can Management Unlock Value? - Slides with Martin Pradier
Martin Pradier
Royal Bank of Canada - Financials
Q4-F25: The Undisputed Leader - Royal Bank of Canada
Shalabh Garg
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