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THIS MONTH
Financials
Canadian Banks: Pivot or Divot?
Nigel D'Souza
Financials
Post Spin-Off Concerns
Dimitry Khmelnitsky
V-List Change: Removing CCA and SU
Veritas Team
REITs
Canadian Retail REITs: Playing Catch-up
Shalabh Garg
Utilities
Utility Sector Inflation Risk Assessment
Darryl McCoubrey
Brookfield Asset Management Inc. - Financials
SEC Comment Letters Highlight Business Risks
Dimitry Khmelnitsky
Energy
Canadian Oil Sands: Crack Spread Comedown
Dan Fong
Agnico-Eagle Mines Ltd. - Materials
A Time for Gold
Martin Pradier
Veritas Crude Monitor - January 2023
Dan Fong
Veritas Watchlist Update - Adding BOWL
Veritas Team
Cogeco Communications Inc. - Communication Services
Q1-F23: Can't Keep Playing Snakes & Ladders - Cogeco Cable Inc.
Desmond Lau
Veritas Best Ideas for 2023: Bracing for Impact - Video
Veritas Team
WSP Global Inc. - Industrials
Clarifying the Downgrade
Dimitry Khmelnitsky
Communication Services
Accounting Alert: ABCs of ROIC - Rogers Livin' On An ROIC Prayer
Desmond Lau
Energy
Canadian Oil Sands: Breaking the Cycle
Dan Fong
Metro Inc - Consumer Staples
Q1-F23: Strong Expense Control - Metro Inc.
Kathleen Wong
Hydro One, Ltd. - Utilities
An Alternative to Algonquin
Darryl McCoubrey
Consumers Caught in a Vice - With Anthony Scilipoti
Anthony Scilipoti
Bank of Nova Scotia - Financials
Q4-F22: Weak Fundamentals Priced In - Bank of Nova Scotia
Nigel D'Souza
Saputo Inc. - Consumer Staples
Thoughts on Short-Seller Report
Kathleen Wong
THIS WEEK
Financials
Canadian Banks: Pivot or Divot?
Nigel D'Souza
Veritas Crude Monitor - January 2023
Dan Fong
V-List Change: Removing CCA and SU
Veritas Team
Brookfield Asset Management Inc. - Financials
SEC Comment Letters Highlight Business Risks
Dimitry Khmelnitsky
Metro Inc - Consumer Staples
Q1-F23: Strong Expense Control - Metro Inc.
Kathleen Wong
REITs
Canadian Retail REITs: Playing Catch-up
Shalabh Garg
Veritas Best Ideas for 2023: Bracing for Impact - Video
Veritas Team
Canadian National Railway Co. - Industrials
Q4-F22: Slow Train Coming - Canadian National Railway Ltd.
Dan Fong
Financials
Post Spin-Off Concerns
Dimitry Khmelnitsky
Cogeco Communications Inc. - Communication Services
Q1-F23: Can't Keep Playing Snakes & Ladders - Cogeco Cable Inc.
Desmond Lau
Veritas Watchlist Update - Adding BOWL
Veritas Team
Communication Services
Accounting Alert: ABCs of ROIC - Rogers Livin' On An ROIC Prayer
Desmond Lau
Neighbourly Pharmacy Inc. - Consumer Staples
Q2-F23: Rubicon Integration On Track - Neighbourly Pharmacy Inc.
Kathleen Wong
Energy
Canadian Oil Sands: Crack Spread Comedown
Dan Fong
Metro Inc - Consumer Staples
Q4-F22: Stable GPM - Good Expense Control - Metro Inc.
Kathleen Wong
Daily Ledger: CNQ, SU, IMO, CVE, Rates survey, CTC.A, BAM, BNS, NA, TD, RY, BMO, CM, REI.UN, FCR.UN, SRU.UN, Secrets of Free Cash Flow, CSU: Webinar
Veritas Team
Veritas Best Ideas for 2023: Bracing for Impact - Slides
Veritas Team
REITs
Canadian Residential REITs: Seeking Shelter Amid Turbulence
Shalabh Garg
Manulife Financial Corp. - Financials
Q3-F22: Stability Amidst Volatility - Manulife Financial Corp.
Nigel D'Souza
Financials
Interest Rates: Who's Right? Who's Wrong? - Webinar with Nigel D'Souza
Nigel D'Souza
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