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THIS MONTH
Energy
Veritas Sells: S-List April 2026
Veritas Team
Vancouver Condo Mystery Shop 2026: The Chorus Has Changed
Anthony Scilipoti
Financials
Canadian Banks: A New Layer of Competitive Moat with AI-enabled Banking
Shalabh Garg
Materials
Gold, Silver, Copper and the Oil Factor: Positioning for What’s Next
Martin Pradier
V-List Performance - April 2026
Veritas Team
Materials
Materials Q1-F26 Preview: The Good, The Bad and the Ugly
Martin Pradier
Energy
Veritas Oil & Gas Gauge - March 2026
Darryl McCoubrey
Financials
Canadian Lifecos: Monitoring Private Credit Risks
Roshan Paunikar
Information Technology
AI Mythbusting: CSU and LMN.v - Webinar with Liam Gallagher
Liam Gallagher
V-List Changes: Adding LNR and Removing ARX
Veritas Team
TFI International Inc. - Industrials
Volume Donor or Winner?
Will Guy
Financials
Brookfield Wealth: Veritas Analysis + the CFO's Perspective - Webinar
Dimitry Khmelnitsky
Financials
Canadian Banks: Slope Gets Slipperier
Shalabh Garg
REITs and Real Estate
Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify
Shalabh Garg
Alimentation Couche-Tard Inc. - Consumer Staples
Oil Up, Fuel Margins Resilient
Kathleen Wong
Materials
Materials: How to Position Investments in an Uncertain World - Webinar with Martin Pradier
Martin Pradier
Agnico Eagle Mines Ltd. - Materials
Understanding the $4B+ Bet on Finland
Martin Pradier
ARC Resources Ltd. - Energy
Dodging Dog Days
Darryl McCoubrey
Brookfield Infrastructure Partners L.P. - Utilities
Q1-F26: Solid Quarter, Misread Reaction - Brookfield Infrastructure Partners L.P.
Dimitry Khmelnitsky
Brookfield Corporation - Financials
Context Provided, Core Questions Remain
Dimitry Khmelnitsky
THIS WEEK
V-List Performance - April 2026
Veritas Team
V-List Changes: Adding LNR and Removing ARX
Veritas Team
Brookfield Infrastructure Partners L.P. - Utilities
Q1-F26: Solid Quarter, Misread Reaction - Brookfield Infrastructure Partners L.P.
Dimitry Khmelnitsky
Brookfield Corporation - Financials
Context Provided, Core Questions Remain
Dimitry Khmelnitsky
Shopify Inc. - Information Technology
Q1-F26: Strong Execution, Limited Margin of Safety - Shopify Inc.
Liam Gallagher
Energy
Veritas Sells: S-List April 2026
Veritas Team
Canadian National Railway Co. - Industrials
Q1-F26: Lead-Off Single - Canadian National Railway Co.
Will Guy
Financials
Brookfield Wealth: Veritas Analysis + the CFO's Perspective - Webinar
Dimitry Khmelnitsky
Brookfield Renewable Partners L.P. - Utilities
Q1-F26: Growth by Gains - Brookfield Renewable Partners L.P.
Benjamin Butler
Magna International Inc. - Consumer Discretionary
Q1-F26: A FCF and Buyback Story - Magna International Inc.
Will Guy
Canadian Pacific Kansas City Ltd. - Industrials
Q1-F26: Catch-Up to Plan - Canadian Pacific Kansas City Ltd.
Will Guy
Altagas Ltd. - Utilities
Q1-F26: Tailwinds Become Structural - Altagas Ltd.
Benjamin Butler
Capital Power Corp. - Utilities
Q1-F26: Reconciling Value Differences - Capital Power Corp.
Darryl McCoubrey
Agnico Eagle Mines Ltd. - Materials
Q1-F26: Production Skewed to 2H - Agnico-Eagle Mines Ltd.
Martin Pradier
Bombardier Inc. - Industrials
Q1-F26: Free Cash Flow Taking Flight - Bombardier Inc.
Dan Fong
Air Canada - Industrials
Q1-F26: Strong Demand, Weak Economics - Air Canada
Dan Fong
Hudbay Minerals Inc. - Materials
Q1-F26: Costs Keep Heading Lower, Growth Pipeline Keeps Improving - Hudbay Minerals Inc.
Martin Pradier
ARC Resources Ltd. - Energy
Dodging Dog Days
Darryl McCoubrey
GFL Environmental Inc. - Industrials
Q1-F26: Many Moving Parts - GFL Environmental Inc.
Will Guy
REITs and Real Estate
Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify
Shalabh Garg
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