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Shopify Inc. - Information Technology
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Veritas Oil & Gas Gauge - January 2026
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Financials
Private Equity and Credit: Fragile Foundations
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THIS WEEK
Financials
The Steep Curve Is An On-Ramp
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Veritas Team
Barrick Mining Corp. - Materials
Q4-F25: Outlook Is Not As Advertised - Barrick Gold Corp.
Martin Pradier
Shopify Inc. - Information Technology
Q4-F25: Strong Execution, Valuation Still Full - Shopify Inc.
Liam Gallagher
S-List January 2026
Veritas Team
ARC Resources Ltd. - Energy
Q4-F25: Eyes on the Prize - ARC Resources Ltd.
Darryl McCoubrey
Telus Corporation - Communication Services
Q4-F25: Passing the Baton, Inheriting the Burden - Telus Corp.
Liam Gallagher
V-List Changes: Adding ABX, CNR, QSR, WPM; Removing CP, CM, DOL
Veritas Team
Allied Properties REIT - REITs and Real Estate
Q4-F25: Not Yet A Bargain - Allied Properties REIT
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Energy
Best Ideas for 2026 - Webinar
Veritas Team
Manulife Financial Corp. - Financials
Q4-F25: Headwinds Beneath The Beat - Manulife Financial Corp.
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Financials
US P&C Banking: Gold Mine or Land Mine for Canadian Banks?
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Saputo Inc. - Consumer Staples
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Report on Dividends: Outlook for 2026
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Nvidia Corp. - Information Technology
The Financial Engineering of AI
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Sun Life Financial Inc. - Financials
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Brookfield Corporation - Financials
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Suncor Energy Inc. - Energy
Q4-F25: A Margin of Funding Safety - Suncor Energy Inc.
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Telus Corporation - Communication Services
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