VERITAS Investment Research - What's Trending

THIS MONTH

Accounting & Special Situations

Vision 20/21: Why Accounting Matters More Now Than Ever

Anthony Scilipoti
Industrials

Thinking About Inflation

Henry Yu
Financials

Canadian Banks - What To Watch As We Exit The Pandemic Video Conference with Nigel D'Souza

Nigel D'Souza
Consumer Staples

A New Richly-Valued Neighbour

Kathleen Wong
REITs

Canadian REITs Outlook: Return To the Office, Lease Obligations and Inflation - Video Conference with Howard Leung

Howard Leung
Dada Nexus

Accounting Alert: Global Marketplace - Not All Revenues Are Created Equal (ABNB, DADA, LYFT, 3690 and UBER)

Dimitry Khmelnitsky
Fact Finding Video 66: A Close Look at Toronto Housing with Michael Kalles - Michael Kalles

Veritas Team
Fact Finding Video 65: Sustained Inflationary Pressures with Philip Grant

Veritas Team
Financials

Canadian Banks: No Risk, All Reward?

Nigel D'Souza
Energy

Seeing Through the Glare A Study of Non-GAAP Metrics in the Residential Solar Industry Webinar with Dimitry Khmelnitsky and Jacob Liu

Dimitry Khmelnitsky
Enbridge Inc. - Energy

Flash: Value Beneath Headlines

Darryl McCoubrey
Consumer Discretionary

Vision 20/21: Understanding Credit Card Risk at Retailers Versus Banks

Kathleen Wong
Energy

Climate Policy Creates A Buyer's Market

Jeff Craig
Utilities

Vision 20/21: Accounting Amps Up IPP Returns: AQN, BEP, CPX, RNW, TA

Darryl McCoubrey
V-List Change: Add CNR and Remove CP

Veritas Team
Bank of Montreal - Financials

Q2-F21: Bank on Reversals and a Recovery - Bank of Montreal

Nigel D'Souza
Energy

A 25% Catch-Up Trade: SU, IMO - Video Conference with Jeff Craig

Jeff Craig
Dye & Durham Ltd. - Information Technology

Flash: The Jury's Out

Howard Leung
Bombardier Inc. - Industrials

Vision 20/21: Sometimes Operating Cash Flow Isn't All That It Seems

Dan Fong
Energy

IMO and SU: Here Comes the Sun

Jeff Craig

THIS WEEK

Enbridge Inc. - Energy

Flash: Value Beneath Headlines

Darryl McCoubrey
Energy

Climate Policy Creates A Buyer's Market

Jeff Craig
REITs

Canadian REITs Outlook: Return To the Office, Lease Obligations and Inflation - Video Conference with Howard Leung

Howard Leung
Industrials

BIP and BBU: Comparing Inflation Resiliency - Video Conference with Dimitry Khmelnitsky & Henry Yu

Dimitry Khmelnitsky
Financials

Canadian Banks - What To Watch As We Exit The Pandemic Video Conference with Nigel D'Souza

Nigel D'Souza
Bombardier Inc. - Industrials

Vision 20/21: Sometimes Operating Cash Flow Isn't All That It Seems

Dan Fong
Journal: Office REITs: Follow The Money; No Blackouts: NBLY, DND

Veritas Team
Dye & Durham Ltd. - Information Technology

Flash: The Jury's Out

Howard Leung
Dollarama Inc. - Consumer Discretionary

Q1-F22: How DOL Tackles Inflation - Dollarama Inc.

Kathleen Wong
Consumer Staples

A New Richly-Valued Neighbour

Kathleen Wong
Industrials

Thinking About Inflation

Henry Yu
Daily Ledger: ENB: Hidden upside, REITs, BIP, BBU, DND, DOL, Vision 20/21 Series: BBD

Veritas Team
V-List Monthly Update - June 2021

Veritas Team
Consumer Discretionary

Vision 20/21: Understanding Credit Card Risk at Retailers Versus Banks

Kathleen Wong
Utilities

Q1-F21: Approaching Fair Value - ATCO Ltd. and Canadian Utilities Ltd.

Darryl McCoubrey
Energy

Diverging M&A Stories

Jeff Craig
V-List Change: Add CNR and Remove CP

Veritas Team
Consumer Discretionary

Canadian Autos: A Chip in the Auto Supply Chain

Dan Fong
Accounting & Special Situations

Vision 20/21: Why Accounting Matters More Now Than Ever

Anthony Scilipoti
Daily Ledger: BIP, DND, CNQ, SU, CVE, IMO, REITs, Vision 20/21 Series

Veritas Team