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THIS MONTH
Communication Services
S-List Update June 2026
Veritas Team
Broadcom Inc. - Information Technology
Borrowed Growth: The Accounting and Financing Behind AVGO's Results
Benjamin Butler
V-List Performance - June 2026
Veritas Team
V-List Changes: Adding EFN
Veritas Team
Apotex Health Corp. - Health Care
Evaluating the Quality of the Margin and FCF Story
Kathleen Wong
Gildan Activewear Inc. - Consumer Discretionary
Factoring the Short Thesis
Kathleen Wong
Canadian National Railway Co. - Industrials
The Second Act
Will Guy
Energy
Veritas Oil & Gas Gauge - May 2026
Darryl McCoubrey
Financials
Canadian Banks Q2-F26 Review: Momentum Persists
Shalabh Garg
Materials
Higher Copper Prices Lift Targets; Hudbay Remains Our Preferred Exposure
Martin Pradier
Summary Report - Veritas 13th Annual Great Canadian Real Estate Conference: The Reckoning?
Scott Adams
REITs and Real Estate
Canadian REITs Q1-F26 Recap - Targeted Exposure and Updated Views
Shalabh Garg
Report on Dividends: Outlook for 2026
Veritas Team
Air Canada - Industrials
Better Outlook, But Valuation Not Cheap Enough to Chase
Dan Fong
Materials
Gold Outlook Reduced, Target Prices Lowered Modestly
Martin Pradier
Energy
Oil & Gas: Sharing the Windfall Wealth
Darryl McCoubrey
Fact Finder Video 138: - The Great Canadian Debate: Housing, Productivity and Fairness - With Paul Kershaw
Anthony Scilipoti
Nvidia Corp. - Information Technology
Q1-F27: Funding the Frontier
Benjamin Butler
Element Fleet Management - Industrials
Under The Hood, The Service Engine Is Still Running
Roshan Paunikar
Nvidia Corp. - Information Technology
The Financial Engineering of AI
Benjamin Butler
THIS WEEK
Broadcom Inc. - Information Technology
Borrowed Growth: The Accounting and Financing Behind AVGO's Results
Benjamin Butler
V-List Performance - June 2026
Veritas Team
Gildan Activewear Inc. - Consumer Discretionary
Factoring the Short Thesis
Kathleen Wong
V-List Changes: Adding EFN
Veritas Team
Communication Services
S-List Update June 2026
Veritas Team
Nvidia Corp. - Information Technology
The Financial Engineering of AI
Benjamin Butler
Nvidia Corp. - Information Technology
Q1-F27: Funding the Frontier
Benjamin Butler
REITs and Real Estate
Canadian REITs Q1-F26 Recap - Targeted Exposure and Updated Views
Shalabh Garg
Materials
Gold Outlook Reduced, Target Prices Lowered Modestly
Martin Pradier
Financials
Canadian Banks Q2-F26 Review: Momentum Persists
Shalabh Garg
Materials
Higher Copper Prices Lift Targets; Hudbay Remains Our Preferred Exposure
Martin Pradier
Energy
Veritas Oil & Gas Gauge - May 2026
Darryl McCoubrey
Canadian National Railway Co. - Industrials
The Second Act
Will Guy
Nvidia Corp. - Information Technology
Q4-F26: Flammable Items Intensify
Benjamin Butler
Summary Report - Veritas 13th Annual Great Canadian Real Estate Conference: The Reckoning?
Scott Adams
Report on Dividends: Outlook for 2026
Veritas Team
Capital Power Corp. - Utilities
Q1-F26: Reconciling Value Differences - Capital Power Corp.
Darryl McCoubrey
Nvidia Corp. - Information Technology
GPU Money-Go-Round
Benjamin Butler
Element Fleet Management - Industrials
Under The Hood, The Service Engine Is Still Running
Roshan Paunikar
Nvidia Corp. - Information Technology
Q3-F26: Signs of Tightening Financing Emerging
Benjamin Butler
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