VERITAS Investment Research - What's Trending

THIS MONTH

V-List Changes: Adding SU, WSP and Removing CCA, GRT.un

Veritas Team
Financials

Canadian Banks: The Valuation Premium Looks Defensible

Shalabh Garg
Canadian Housing Market Riskometer: Calling the Bottom in GTA

Shalabh Garg
V-List Performance - August 2026

Veritas Team
Nvidia Corp. - Information Technology

Q2-F27: The Central Bank of AI

Benjamin Butler
Materials

Gold Stocks Extremely Cheap Compared to Fundamentals

Martin Pradier
REITs and Real Estate

Canadian REITs Q2-F26 Recap - Capital Discipline Remains Priority

Shalabh Garg
Fact Finder Video 143: AI and the Age of Rolling Bubbles - With Kevin Muir

Anthony Scilipoti
REITs and Real Estate

S-List Update August 2026

Veritas Team
Alimentation Couche-Tard Inc. - Consumer Staples

Zabka Accelerates ATD's Strategy

Kathleen Wong
Brookfield Corporation - Financials

Q2-F26: Growth, But Quality Questions Persist - Brookfield Corp.

Dimitry Khmelnitsky
Industrials

Southbound Showdown: CNR vs. CPKC to Mexico

Will Guy
Industrials

Diversified Industrials Recap Q2-F26: Operating Leverage Awakens

Will Guy
Constellation Software Inc. - Information Technology

Q2-F26: More Than Meets the Headline - Constellation Software Inc.

Liam Gallagher
WSP Global Inc. - Industrials

Arcadis Bid: Great Asset, But Process Matters

Dimitry Khmelnitsky
Franco-Nevada Corp. - Materials

Cobre Panama: Significant Catalyst Coming Into Focus

Martin Pradier
Franco-Nevada Corp. - Materials

Q2-F26: Time To Buy - Franco-Nevada Corp.

Martin Pradier
Report on Dividends: Mid-2026

Veritas Team
Barrick Mining Corp. - Materials

Q2-F26: Fourmile Deal Disappoints - Barrick Mining Corp.

Martin Pradier
Emera Inc. - Utilities

Q2-F26: Asset Sales Advance Deleveraging Plan - Emera Inc.

Benjamin Butler

THIS WEEK

Materials

Gold Stocks Extremely Cheap Compared to Fundamentals

Martin Pradier
V-List Performance - August 2026

Veritas Team
Financials

Canadian Banks Q3-F26 Review: ROE Momentum Broadens

Shalabh Garg
Brookfield Corporation - Financials

Private Capital Insurance: Readthroughs from the Mark Walter Situation

Dimitry Khmelnitsky
Alimentation Couche-Tard Inc. - Consumer Staples

Q1-F27: Fuel Advantage Supports Merchandise Upside - Alimentation Couch-Tard Inc.

Kathleen Wong
Energy

Veritas Oil & Gas Gauge - August 2026

Darryl McCoubrey
Fact Finder Video 143: AI and the Age of Rolling Bubbles - With Kevin Muir

Anthony Scilipoti
Fact Finder Video 142: An Investor's Framework for Dealing With Uncertainty - With Sam Sivarajan

Anthony Scilipoti
REITs and Real Estate

Canadian REITs Q2-F26 Recap - Capital Discipline Remains Priority

Shalabh Garg
Brookfield Renewable Partners L.P. - Utilities

Q2-F26: Running on Gains - Brookfield Renewable Partners L.P.

Benjamin Butler
REITs and Real Estate

S-List Update August 2026

Veritas Team
Alimentation Couche-Tard Inc. - Consumer Staples

Zabka Accelerates ATD's Strategy

Kathleen Wong
Enbridge Inc. - Energy

Q2-F26: Adapt and Accelerate - Enbridge Inc.

Darryl McCoubrey
V-List Changes: Adding SU, WSP and Removing CCA, GRT.un

Veritas Team
Broadcom Inc. - Information Technology

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

Benjamin Butler
Constellation Software Inc. - Information Technology

Q2-F26: More Than Meets the Headline - Constellation Software Inc.

Liam Gallagher
EQB Inc. - Financials

Q3-F26: PCF Helps, Credit Cycle Bites - EQB Inc.

Shalabh Garg
Canadian Housing Market Riskometer: Calling the Bottom in GTA

Shalabh Garg
Nvidia Corp. - Information Technology

Q2-F27: The Central Bank of AI

Benjamin Butler
Financials

Canadian Banks: A New Layer of Competitive Moat with AI-enabled Banking

Shalabh Garg

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