VERITAS Investment Research - What's Trending

THIS MONTH

V-List Performance - August 2026

Veritas Team
Materials

Gold Stocks Extremely Cheap Compared to Fundamentals

Martin Pradier
Nvidia Corp. - Information Technology

Q2-F27: The Central Bank of AI

Benjamin Butler
REITs and Real Estate

S-List Update August 2026

Veritas Team
Financials

Private Equity and Credit: The Exit Bottleneck

Dimitry Khmelnitsky
Energy

Veritas Oil & Gas Gauge - August 2026

Darryl McCoubrey
Financials

Canadian Banks Q3-F26 Review: ROE Momentum Broadens

Shalabh Garg
Broadcom Inc. - Information Technology

Q3-F26: From Backstop to Lender

Benjamin Butler
Brookfield Corporation - Financials

Private Capital Insurance: Readthroughs from the Mark Walter Situation

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

Veritas Team
Waste Connections Inc. - Industrials

Addressing Three Investor Concerns

Will Guy
Broadcom Inc. - Information Technology

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

Benjamin Butler
REITs and Real Estate

Canadian REITs Q2-F26 Recap - Capital Discipline Remains Priority

Shalabh Garg
Toronto Dominion Bank - Financials

Q3-F26: Multi-faceted Progress - Toronto Dominion Bank

Shalabh Garg
Royal Bank of Canada - Financials

Q3-F26: Platform Strength Pays Off - Royal Bank of Canada

Shalabh Garg
Information Technology

AI's Financing Chain: Following the Money - Webinar with Anthony Scilipoti and Ben Butler

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

Anthony Scilipoti
Report on Dividends: Mid-2026

Veritas Team
Alimentation Couche-Tard Inc. - Consumer Staples

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

Kathleen Wong
Canadian Imperial Bank of Commerce - Financials

Q3-F26: Discipline Driving Durability - Canadian Imperial Bank of Commerce

Shalabh Garg

THIS WEEK

V-List Performance - August 2026

Veritas Team
Waste Connections Inc. - Industrials

Addressing Three Investor Concerns

Will Guy
Information Technology

AI's Financing Chain: Following the Money - Webinar with Anthony Scilipoti and Ben Butler

Anthony Scilipoti
Financials

Private Equity and Credit: The Exit Bottleneck

Dimitry Khmelnitsky
REITs and Real Estate

S-List Update August 2026

Veritas Team
GFL Environmental Inc. - Industrials

Going, Going... Private?

Will Guy
Report on Dividends: Mid-2026

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

Veritas Team
Materials

Gold Stocks Extremely Cheap Compared to Fundamentals

Martin Pradier
Energy

Veritas Oil & Gas Gauge - August 2026

Darryl McCoubrey
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 Q3-F26 Review: ROE Momentum Broadens

Shalabh Garg
Journal: Private Credit Wobbling; A-Cap Insurers 'Financially Hazardous''; EBITDAWHAT?

Veritas Team
Broadcom Inc. - Information Technology

Q3-F26: From Backstop to Lender

Benjamin Butler
REITs and Real Estate

Canadian REITs Q2-F26 Recap - Capital Discipline Remains Priority

Shalabh Garg
Industrials

Diversified Industrials Recap Q2-F26: Operating Leverage Awakens

Will Guy
Nvidia Corp. - Information Technology

Q1-F27: Funding the Frontier

Benjamin Butler
Nvidia Corp. - Information Technology

NVIDIA: The Mysterious $2.3 Billion Revenue Beat

Anthony Scilipoti
GFL Environmental Inc. - Industrials

Q2-F26: Take-Private Talks Build - GFL Environmental Inc.

Will Guy

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