VERITAS Investment Research - What's Trending

THIS MONTH

Nvidia Corp. - Information Technology

GPU Money-Go-Round

Benjamin Butler
Financials

Canadian Banks Executive Comp: Homogeneous by Design, Differentiated in Detail

Shalabh Garg
Telus Corporation - Communication Services

Q3-F25: Living Beyond Its Means - Telus Corp.

Liam Gallagher
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 Performance - October 2025

Veritas Team
Financials

Canadian Banks: What to Watch For In Q4-F25

Shalabh Garg
Constellation Software Inc. - Information Technology

Q3-F25: Value in the Volatility - Constellation Software Inc.

Liam Gallagher
Materials

Q3-F25 Materials Preview: Gold Leads the Way

Martin Pradier
V-List Changes: Removing RCI.b

Veritas Team
Canadian Housing Market Riskometer: Dissecting the GTA Submarkets

Shalabh Garg
Conference 2025: Welcome: A Year in Review - Video

Anthony Scilipoti
Conference 2025: Housing in Canada: Trends, Credit, and the Next Chapter - Video
Rogers Communications Inc. - Communication Services

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

Liam Gallagher
Lumine Group Inc. - Information Technology

Q3-F25: Asymmetric Upside - Lumine Group Inc.

Liam Gallagher
S-List Update October 2025

Veritas Team
Altagas Ltd. - Utilities

Q3-F25: Capacity Constrained - Altagas Ltd.

Benjamin Butler
TFI International Inc. - Industrials

Q3-F25: Progress Under the Hood - TFI International Inc.

Will Guy
BCE Inc. - Communication Services

Incremental Upside, Capital Allocation Risk

Liam Gallagher
Energy

Veritas Oil & Gas Gauge - October 2025

Darryl McCoubrey

THIS WEEK

Financials

Canadian Banks: What to Watch For In Q4-F25

Shalabh Garg
Canadian Housing Market Riskometer: Dissecting the GTA Submarkets

Shalabh Garg
Allied Properties REIT - REITs and Real Estate

Heading Towards a Painful Cut

Shalabh Garg
Brookfield Renewable Partners L.P. - Utilities

Northland Power Dividend Cut: Potential Readthroughs for BEP

Benjamin Butler
Industrials

Diversified Industrials Q3-F25 Recap - Delineating Secular vs. Cyclical Trends

Will Guy
Brookfield Corporation - Financials

Q3-F25: BWS-Led DE Growth Amid Insurance and Real Estate Headwinds - Brookfield Corp.

Dimitry Khmelnitsky
Telus Corporation - Communication Services

Q3-F25: Living Beyond Its Means - Telus Corp.

Liam Gallagher
V-List Performance - October 2025

Veritas Team
South Bow Corporation - Energy

Q3-F25: Priorities are Aligned - South Bow Corporation

Darryl McCoubrey
Conference 2025: Real Estate Riskometer: Unemployment, Rates and the Real Estate Cycle - Video

Shalabh Garg
Manulife Financial Corp. - Financials

Q3-F25: Strong Print But Modest Underlying - Manulife Financial Corp.

Roshan Paunikar
AtkinsRealis Group Inc. - Industrials

Q3-F25: Nuclear Turbocharges Growth as ESR Slows; 2026 Reacceleration in View - AtkinsRealis Group Inc.

Dimitry Khmelnitsky
Financials

Canadian Banks Executive Comp: Homogeneous by Design, Differentiated in Detail

Shalabh Garg
Metro Inc - Consumer Staples

Q4-F25: Navigating A One-Time Freeze; Fundamentals Intact - Metro Inc.

Kathleen Wong
Nvidia Corp. - Information Technology

GPU Money-Go-Round

Benjamin Butler
George Weston Ltd. - Consumer Staples

Q3-F25: Updating George Weston's NAV - George Weston Ltd.

Kathleen Wong
Canadian Housing Market Riskometer: Assessing Risk of a Crash

Shalabh Garg
Hydro One, Ltd. - Utilities

Q3-F25: Earnings Strength Intact, Valuation Remains Stretched - Hydro One, Ltd.

Benjamin Butler
Element Fleet Management - Industrials

Q3-F25: Measured Traction - Element Fleet Management

Roshan Paunikar
Loblaw Companies Limited - Consumer Staples

Q3-F25: Consistent Retail GPM and SG&A Margin - Loblaw Companies Ltd.

Kathleen Wong

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