VERITAS Investment Research - What's Trending

THIS MONTH

Communication Services

S-List Update June 2026

Veritas Team
Financials

Canadian Banks Q2-F26 Review: Momentum Persists

Shalabh Garg
Apotex Health Corp. - Health Care

Evaluating the Quality of the Margin and FCF Story

Kathleen Wong
V-List Changes: Adding EFN

Veritas Team
Energy

Veritas Oil & Gas Gauge - May 2026

Darryl McCoubrey
Canadian National Railway Co. - Industrials

The Second Act

Will Guy
Gildan Activewear Inc. - Consumer Discretionary

Factoring the Short Thesis

Kathleen Wong
Materials

Higher Copper Prices Lift Targets; Hudbay Remains Our Preferred Exposure

Martin Pradier
Summary Report - Veritas 13th Annual Great Canadian Real Estate Conference: The Reckoning?

Scott Adams
REITs and Real Estate

Canadian REITs Q1-F26 Recap - Targeted Exposure and Updated Views

Shalabh Garg
Report on Dividends: Outlook for 2026

Veritas Team
V-List Performance - June 2026

Veritas Team
Air Canada - Industrials

Better Outlook, But Valuation Not Cheap Enough to Chase

Dan Fong
Canadian Housing Market Riskometer: Tentative Stability, Lower Rents on the Horizon

Shalabh Garg
Energy

Oil & Gas: Sharing the Windfall Wealth

Darryl McCoubrey
Fact Finder Video 138: - The Great Canadian Debate: Housing, Productivity and Fairness - With Paul Kershaw

Anthony Scilipoti
Materials

Gold Outlook Reduced, Target Prices Lowered Modestly

Martin Pradier
Industrials

Diversified Industrials Q1-F26 Recap: Rocky Road to Recovery

Will Guy
Element Fleet Management - Industrials

Under The Hood, The Service Engine Is Still Running

Roshan Paunikar
Fact Finder Video 139 - Patience, Pain & Prem Watsa - With David Thomas

Anthony Scilipoti

THIS WEEK

V-List Changes: Adding EFN

Veritas Team
Gildan Activewear Inc. - Consumer Discretionary

Factoring the Short Thesis

Kathleen Wong
V-List Performance - June 2026

Veritas Team
Air Canada - Industrials

Better Outlook, But Valuation Not Cheap Enough to Chase

Dan Fong
Communication Services

S-List Update June 2026

Veritas Team
Industrials

Fact Finding Video 68: Rail Mergers & The Ghost of Hunter Harrison: CNR, KCS, CP - Howard Green

Anthony Scilipoti
Bank of Nova Scotia - Financials

Fact Finder Video 140: Liquidity, Leadership and the Global Financial Crisis - With Howard Green

Anthony Scilipoti
Materials

Gold Outlook Reduced, Target Prices Lowered Modestly

Martin Pradier
Financials

Canadian Banks Q2-F26 Review: Momentum Persists

Shalabh Garg
REITs and Real Estate

Canadian REITs Q1-F26 Recap - Targeted Exposure and Updated Views

Shalabh Garg
Energy

Oil & Gas: Sharing the Windfall Wealth

Darryl McCoubrey
Summary Report - Veritas 13th Annual Great Canadian Real Estate Conference: The Reckoning?

Scott Adams
Fact Finder Video 139 - Patience, Pain & Prem Watsa - With David Thomas

Anthony Scilipoti
Energy

Veritas Oil & Gas Gauge - May 2026

Darryl McCoubrey
Financials

Brookfield Wealth: Veritas Analysis + the CFO's Perspective - Webinar

Dimitry Khmelnitsky
Fact Finder Video 138: - The Great Canadian Debate: Housing, Productivity and Fairness - With Paul Kershaw

Anthony Scilipoti
Materials

Higher Copper Prices Lift Targets; Hudbay Remains Our Preferred Exposure

Martin Pradier
Telus Corporation - Communication Services

Q4-F25: Passing the Baton, Inheriting the Burden - Telus Corp.

Liam Gallagher
Nvidia Corp. - Information Technology

The Financial Engineering of AI

Benjamin Butler
Air Canada - Industrials

Q1-F26: Strong Demand, Weak Economics - Air Canada

Dan Fong

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