VERITAS Investment Research - What's Trending

THIS MONTH

Nvidia Corp. - Information Technology

GPU Money-Go-Round

Benjamin Butler
Industrials

Rails: Out of Steam, Into Deals

Will Guy
Materials

Q3-F25 Materials Preview: Gold Leads the Way

Martin Pradier
Best Ideas Fall 2025 - Slides

Veritas Team
V-List Performance - September 2025

Veritas Team
Industrials

Best Ideas Fall 2025 - Webinar

Veritas Team
Energy

Veritas Oil & Gas Gauge - September 2025

Darryl McCoubrey
Conference 2025: Housing in Canada: Trends, Credit, and the Next Chapter - Video
South Bow Corporation - Energy

A Rockpoint Read-through

Darryl McCoubrey
Hudbay Minerals Inc. - Materials

Q3-F25 Preview: Raising Target Thanks to Gold

Martin Pradier
Conference 2025: Real Estate Riskometer: Unemployment, Rates and the Real Estate Cycle - Video

Shalabh Garg
Canadian Pacific Kansas City Ltd. - Industrials

Q3-F25: Runners in Scoring Position - Canadian Pacific Kansas City Ltd.

Will Guy
V-List Changes: Removing RCI.b

Veritas Team
Bombardier Inc. - Industrials

Favourable Policy Extends Glide Path

Dan Fong
Brookfield Corporation - Financials

3-for-2 Stock Split

Dimitry Khmelnitsky
Teck Resources Ltd. - Materials

Copper’s Rally Has Limits

Martin Pradier
Rogers Communications Inc. - Communication Services

Q3-F25: Optionality in Play, Strategy in Question - Rogers Communications Inc.

Liam Gallagher
Conference 2025: Welcome: A Year in Review - Video

Anthony Scilipoti
Conference 2025: An Open Debate: Canadian Home Ownership is Dead - Video

Anthony Scilipoti
REITs and Real Estate

Canadian REITs Q2-F25 Review: Steady Fundamentals, Improving Outlook

Shalabh Garg

THIS WEEK

Nvidia Corp. - Information Technology

GPU Money-Go-Round

Benjamin Butler
Canadian Pacific Kansas City Ltd. - Industrials

Q3-F25: Runners in Scoring Position - Canadian Pacific Kansas City Ltd.

Will Guy
V-List Changes: Removing RCI.b

Veritas Team
Rogers Communications Inc. - Communication Services

Q3-F25: Optionality in Play, Strategy in Question - Rogers Communications Inc.

Liam Gallagher
Conference 2025: An Open Debate: Canadian Home Ownership is Dead - Video

Anthony Scilipoti
Conference 2025: Housing in Canada: Trends, Credit, and the Next Chapter - Video
S-List Update October 2025

Veritas Team
Materials

Q3-F25 Materials Preview: Gold Leads the Way

Martin Pradier
Altagas Ltd. - Utilities

Q3-F25: Capacity Constrained - Altagas Ltd.

Benjamin Butler
Energy

Veritas Oil & Gas Gauge - October 2025

Darryl McCoubrey
Newmont Corp. - Materials

Q3-F25: Great Results, Weak Production Outlook - Newmont Corp.

Martin Pradier
Conference 2025: WoodGreen’s Growth & Development - Video

Veritas Team
Conference 2025: Multi-Res Development: How Did We Get Here and Where Are We Going? - Video

Anthony Scilipoti
Conference 2025: Reinventing Retail Real Estate: Who Wins and Who Loses by 2035 - Video

Anthony Scilipoti
Conference 2025: Real Estate Riskometer: Unemployment, Rates and the Real Estate Cycle - Video

Shalabh Garg
Teck Resources Ltd. - Materials

Q3-F25: Zinc Saved the Day - Teck Resources Ltd.

Martin Pradier
Capital Power Corp. - Utilities

Q3-F25: Reasons to Resist - Capital Power Corp.

Darryl McCoubrey
Conference 2025: WoodGreen’s Growth & Development - Slides

Veritas Team
Nvidia Corp. - Information Technology

NVIDIA & The Tech Sector's Circular Cash Flows

Anthony Scilipoti
Conference 2025: Welcome: A Year in Review - Video

Anthony Scilipoti

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