VERITAS Investment Research

THIS MONTH

V-List Performance April 2022

Veritas Team
Loblaw Companies Limited - Consumer Staples

Q1-F22: Continue to Pass Through Food CPI - Loblaw Companies Ltd.

Kathleen Wong
Financials

Canadian Banks: Stuck between Rising Rates and a Hard Place

Nigel D'Souza
Brookfield Infrastructure Partners L.P. - Utilities

Q1-F22: Well Positioned In 2022 - Brookfield Infrastructure Partners L.P.

Dimitry Khmelnitsky
Brookfield Business Partners L.P. - Industrials

Accounting Alert: Hidden Costs

Dimitry Khmelnitsky
Consumer Staples

Crystallizing Hidden Value in Suncor

Kathleen Wong
Shopify Inc. - Information Technology

Profits To Remain Elusive

Desmond Lau
Shopify Inc. - Information Technology

SHOP: A Walk-Through of Our Downgrade and Model - With Desmond Lau

Desmond Lau
Intact Financial Corp. - Financials

A Reversion to Normal

Nigel D'Souza
Financials

Accounting Alert: Insurance Industry Update on IFRS 17

Nigel D'Souza
Communication Services

Assessing Plan B

Desmond Lau
Magna International Inc. - Consumer Discretionary

Q1-F22: Still Driving Through a Tunnel - Magna International Inc.

Dan Fong
TFI International Inc. - Industrials

Q1-F22: Buy the Dip - TFI International Inc.

Dan Fong
Air Canada - Industrials

Q1-F22: Pent-up Demand Translating Into Higher Bookings & Traffic - Air Canada Ltd.

Dan Fong
Fact-Finding Video 91: Why Bitcoin Isn't Digital Gold - With Bob Seeman

Anthony Scilipoti
Communication Services

Q1-F22: Payout Ratios Headed in Right Direction - BCE and Telus

Desmond Lau
Great-West Lifeco Inc. - Financials

Q1-F22: Better to Wait - Great-West Lifeco Inc.

Nigel D'Souza
Manulife Financial Corp. - Financials

Q1-F22: An Attractive Opportunity - Manulife Financial Corp.

Nigel D'Souza
Consumer Discretionary

Canadian Autos: Riding the Cycle

Dan Fong
SNC-Lavalin Group Inc. - Industrials

Q1-F22: More of the Same - SNC-Lavalin Group Inc.

Dimitry Khmelnitsky

THIS WEEK

Financials

Canadian Banks: Stuck between Rising Rates and a Hard Place

Nigel D'Souza
Brookfield Infrastructure Partners L.P. - Utilities

HomeServe Acquisition: Pricey Acquisition With High Growth Prospects

Dimitry Khmelnitsky
Consumer Discretionary

Riding the Cycle: Stock Returns Through the Auto Cycle - with Dan Fong

Dan Fong
CP and CNR: Recession Risks & Railroad Freight Exposures - with Dan Fong

Dan Fong
V-List Performance April 2022

Veritas Team
Element Fleet Management - Financials

Earnings Gain Momentum - Webinar with Shalabh Garg

Shalabh Garg
Brookfield Infrastructure Partners L.P. - Utilities

Q1-F22: Well Positioned In 2022 - Brookfield Infrastructure Partners L.P.

Dimitry Khmelnitsky
Fact-Finding Video 91: Why Bitcoin Isn't Digital Gold - With Bob Seeman

Anthony Scilipoti
Magna International Inc. - Consumer Discretionary

Q1-F22: Still Driving Through a Tunnel - Magna International Inc.

Dan Fong
GFL Environmental Inc. - Industrials

Accounting Alert: Substance Over Form

Darryl McCoubrey
Consumer Discretionary

Canadian Autos: Riding the Cycle

Dan Fong
Alimentation Couche-Tard Inc. - Consumer Staples

Q3-F22: Fresh Food Drives SSSG & Margins - Alimentation Couche-Tard Inc.

Kathleen Wong
Communication Services

Q1-F22: Payout Ratios Headed in Right Direction - BCE and Telus

Desmond Lau
Enbridge Inc. - Energy

Q1-F22: Positioned for Growth - Enbridge Inc.

Darryl McCoubrey
Emera Inc. - Utilities

Q1-F22: Staying on the Sidelines - Emera Inc.

Darryl McCoubrey
Shopify Inc. - Information Technology

SHOP: A Walk-Through of Our Downgrade and Model - With Desmond Lau

Desmond Lau
Martinrea International Inc. - Consumer Discretionary

Q1-F22: Regaining Traction - Martinrea International Inc.

Dan Fong
Daily Ledger: Bank earnings preview, Interest rate poll, GFL, MGA, LNR, MRE, BIP

Veritas Team
Daily Ledger: BMO, BNS, MGA, LNR, MRE, BIP

Veritas Team
Linamar Corp. - Consumer Discretionary

Q1-F22: Mixed Outlook; Wide Margin of Safety - Linamar Corp.

Dan Fong

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