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THIS MONTH
Energy
Veritas Sells: S-List April 2026
Veritas Team
V-List Performance - April 2026
Veritas Team
Financials
Canadian Banks: A New Layer of Competitive Moat with AI-enabled Banking
Shalabh Garg
Materials
Materials Q1-F26 Preview: The Good, The Bad and the Ugly
Martin Pradier
Financials
Canadian Lifecos: Monitoring Private Credit Risks
Roshan Paunikar
V-List Changes: Adding LNR and Removing ARX
Veritas Team
Financials
Brookfield Wealth: Veritas Analysis + the CFO's Perspective - Webinar
Dimitry Khmelnitsky
Materials
Materials: How to Position Investments in an Uncertain World - Webinar with Martin Pradier
Martin Pradier
TFI International Inc. - Industrials
Volume Donor or Winner?
Will Guy
REITs and Real Estate
Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify
Shalabh Garg
Alimentation Couche-Tard Inc. - Consumer Staples
Oil Up, Fuel Margins Resilient
Kathleen Wong
Energy
Veritas Oil & Gas Gauge - March 2026
Darryl McCoubrey
Agnico Eagle Mines Ltd. - Materials
Understanding the $4B+ Bet on Finland
Martin Pradier
Shopify Inc. - Information Technology
Q1-F26: Strong Execution, Limited Margin of Safety - Shopify Inc.
Liam Gallagher
ARC Resources Ltd. - Energy
Dodging Dog Days
Darryl McCoubrey
Vancouver Condo Mystery Shop 2026: The Chorus Has Changed
Anthony Scilipoti
Financials
Canadian Banks: Slope Gets Slipperier
Shalabh Garg
Brookfield Infrastructure Partners L.P. - Utilities
Q1-F26: Solid Quarter, Misread Reaction - Brookfield Infrastructure Partners L.P.
Dimitry Khmelnitsky
Brookfield Corporation - Financials
Context Provided, Core Questions Remain
Dimitry Khmelnitsky
Waste Connections Inc. - Industrials
Q1-F26: The Price is Right - Waste Connections Inc.
Will Guy
THIS WEEK
V-List Performance - April 2026
Veritas Team
Shopify Inc. - Information Technology
Q1-F26: Strong Execution, Limited Margin of Safety - Shopify Inc.
Liam Gallagher
Fortis Inc. - Utilities
Q1-F26: Transient Headwinds, Structural Progress - Fortis Inc.
Benjamin Butler
Energy
Veritas Sells: S-List April 2026
Veritas Team
Lumine Group Inc. - Information Technology
Q1-F26: Tune-Up Quarter, Mispriced Engine
Liam Gallagher
BCE Inc. - Communication Services
Q1-F26: AI Growth Optionality Meets Wireless Headwinds - BCE Inc.
Liam Gallagher
Stella Jones Inc. - Materials
Q1-F26: Competitive Pressures Undermine Growth Narrative - Stella Jones Ltd.
Martin Pradier
Sun Life Financial Inc. - Financials
Q1-F26: Well Positioned For A Stronger Second Half - Sun Life Financial Inc.
Roshan Paunikar
Loblaw Companies Limited - Consumer Staples
Q1-F26: Margin Resilience Despite Price Investment - Loblaw Companies Ltd.
Kathleen Wong
REITs and Real Estate
Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify
Shalabh Garg
Utilities
Q1-F26: Steady as She Goes - ATCO Ltd. & Canadian Utilities Ltd.
Benjamin Butler
Brookfield Renewable Partners L.P. - Utilities
Q1-F26: Growth by Gains - Brookfield Renewable Partners L.P.
Benjamin Butler
Energy
Veritas Oil & Gas Gauge - March 2026
Darryl McCoubrey
Magna International Inc. - Consumer Discretionary
Q1-F26: A FCF and Buyback Story - Magna International Inc.
Will Guy
Linamar Corp. - Consumer Discretionary
Q1-F26: Momentum Overrides Tariff Concerns - Linamar Corp.
Will Guy
Nutrien Ltd. - Materials
Q1-F26: Fertilizer Markets Tight, But Peace Risks Loom Over the Trade - Nutrien Ltd.
Martin Pradier
Agnico Eagle Mines Ltd. - Materials
Q1-F26: Production Skewed to 2H - Agnico-Eagle Mines Ltd.
Martin Pradier
Element Fleet Management - Industrials
Q1-F26: Services Still Catching Up - Element Fleet Management
Roshan Paunikar
Information Technology
AI Mythbusting: CSU and LMN.v - Webinar with Liam Gallagher
Liam Gallagher
Hudbay Minerals Inc. - Materials
Q1-F26: Costs Keep Heading Lower, Growth Pipeline Keeps Improving - Hudbay Minerals Inc.
Martin Pradier
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