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THIS MONTH
Financials
Are Allowances for Credit Losses Sufficient?
Nigel D'Souza
WSP Global Inc. - Industrials
Our Take on the Short Report
Dimitry Khmelnitsky
V-List Performance - March 2024
Veritas Team
Mining & Precious Metals
Gold's Surprising Strength and Q1-F24 Preview
Martin Pradier
Mining & Precious Metals
Q4-F23 Materials Sector Review: A Difficult Quarter for Costs
Martin Pradier
Financials
OSFI Tightens Grip on Residential Mortgages
Nigel D'Souza
Energy
Veritas Oil & Gas Gauge - March 2024
Dan Fong
Financials
Canadian Banks: Renegotiated or Modified Loans
Nigel D'Souza
Financials
Canadian Banks: An Alternative Approach to PCLs under IFRS 9
Nigel D'Souza
Utilities
Valuation Disconnect - Video with Ben Butler
Benjamin Butler
Energy
Beyond the Natural Gas Price Plunge
Dan Fong
Nutrien Ltd. - Mining & Precious Metals
Q1-F24 Preview: Selling Through High Cost Inventory in Brazil
Martin Pradier
REITs and Real Estate
Canadian REITs: Key Trends from Q4-F23
Shalabh Garg
REITs and Real Estate
Canadian REITs Accounting Alert: Do Fair Value Losses Matter?
Shalabh Garg
Air Canada - Industrials
Is AC on Course for Capital Returns?
Dan Fong
Lundin Mining Corp. - Mining & Precious Metals
Weak Quarter Ahead for Lundin Mining
Martin Pradier
Barrick Gold Corp. - Mining & Precious Metals
Discouraging Q1-F24 Production Numbers
Martin Pradier
Lundin Mining Corp. - Mining & Precious Metals
A Messy Quarter Ahead
Martin Pradier
Cogeco Communications Inc. - Communication Services
Q2-F24: A Low Bar to Clear - Cogeco Communications Inc.
Desmond Lau
Lumine Group Inc. - Information Technology
CASA Acquisition An Attractively Priced Bet
Desmond Lau
THIS WEEK
Financials
Canadian Banks: An Alternative Approach to PCLs under IFRS 9
Nigel D'Souza
WSP Global Inc. - Industrials
Our Take on Tax Evasion Allegation
Dimitry Khmelnitsky
Canadian Real Estate Market Check-In - Webinar With Nigel D'Souza and Shalabh Garg
Nigel D'Souza
Rogers Communications Inc. - Communication Services
Q1-F24: On the Right Track - Rogers Communications Inc.
Desmond Lau
BCE Inc. - Communication Services
Best Case May Not Be Good Enough
Desmond Lau
Canadian National Railway Co. - Industrials
Q1-F24: Steady as She Goes - Canadian National Railway Co.
Dan Fong
V-List Performance - March 2024
Veritas Team
Canadian Pacific Kansas City Ltd. - Industrials
Q1-F24: Building Steam for the Long Haul - Canadian Pacific Kansas City Ltd.
Dan Fong
Waste Connections Inc. - Industrials
Q1-F24: Pricing Discipline in Focus - Waste Connections Inc.
Darryl McCoubrey
Bombardier Inc. - Industrials
Q1-F24: Backlog Builds as Turnaround Remains on Track - Bombardier Inc.
Dan Fong
Metro Inc - Consumer Staples
Q2-F24: Significant Progress in Quebec DC Ramp Up - Metro Inc.
Kathleen Wong
Energy
Veritas Oil & Gas Gauge - April 2024
Dan Fong
Mining & Precious Metals
Gold's Surprising Strength and Q1-F24 Preview
Martin Pradier
Financials
OSFI Tightens Grip on Residential Mortgages
Nigel D'Souza
V-List 2024: Outlook & Positioning - April Update - Video With Darryl McCoubrey
Veritas Team
Utilities
Valuation Disconnect - Video with Ben Butler
Benjamin Butler
Industrials
Planes, Trains & Automobiles - Q4-F23 Recap
Dan Fong
Lundin Mining Corp. - Mining & Precious Metals
A Messy Quarter Ahead
Martin Pradier
Canadian Real Estate Market Check-In - Slides With Nigel D'Souza and Shalabh Garg
Nigel D'Souza
WSP Global Inc. - Industrials
Our Take on the Short Report
Dimitry Khmelnitsky
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