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THIS MONTH
Nvidia Corp. - Information Technology
GPU Money-Go-Round
Benjamin Butler
Financials
Canadian Banks Executive Comp: Homogeneous by Design, Differentiated in Detail
Shalabh Garg
Telus Corporation - Communication Services
Q3-F25: Living Beyond Its Means - Telus Corp.
Liam Gallagher
V-List Performance - October 2025
Veritas Team
Financials
Canadian Banks: What to Watch For In Q4-F25
Shalabh Garg
Canadian Housing Market Riskometer: Dissecting the GTA Submarkets
Shalabh Garg
Canadian Pacific Kansas City Ltd. - Industrials
Q3-F25: Runners in Scoring Position - Canadian Pacific Kansas City Ltd.
Will Guy
Constellation Software Inc. - Information Technology
Q3-F25: Value in the Volatility - Constellation Software Inc.
Liam Gallagher
V-List Changes: Removing RCI.b
Veritas Team
Nvidia Corp. - Information Technology
Q3-F26: Signs of Tightening Financing Emerging
Benjamin Butler
Lumine Group Inc. - Information Technology
Q3-F25: Asymmetric Upside - Lumine Group Inc.
Liam Gallagher
Altagas Ltd. - Utilities
Q3-F25: Capacity Constrained - Altagas Ltd.
Benjamin Butler
Allied Properties REIT - REITs and Real Estate
Heading Towards a Painful Cut
Shalabh Garg
Energy
Veritas Oil & Gas Gauge - October 2025
Darryl McCoubrey
BCE Inc. - Communication Services
Incremental Upside, Capital Allocation Risk
Liam Gallagher
Fortis Inc. - Utilities
Q3-F25: Visible Growth Upside - Fortis Inc.
Benjamin Butler
TFI International Inc. - Industrials
Q3-F25: Progress Under the Hood - TFI International Inc.
Will Guy
Conference 2025: Real Estate Riskometer: Unemployment, Rates and the Real Estate Cycle - Video
Shalabh Garg
Enbridge Inc. - Energy
Q3-F25: What if ENB Invests in TMX? - Enbridge Inc.
Darryl McCoubrey
Canadian National Railway Co. - Industrials
Q3-F25: Signals Green for a Re-Rate - Canadian National Railway Co.
Will Guy
THIS WEEK
Financials
Canadian Banks: What to Watch For In Q4-F25
Shalabh Garg
Nvidia Corp. - Information Technology
Q3-F26: Signs of Tightening Financing Emerging
Benjamin Butler
Nvidia Corp. - Information Technology
GPU Money-Go-Round
Benjamin Butler
Canadian Housing Market Riskometer: Dissecting the GTA Submarkets
Shalabh Garg
REITs and Real Estate
S-List Update November 2025
Veritas Team
Brookfield Renewable Partners L.P. - Utilities
Northland Power Dividend Cut: Potential Readthroughs for BEP
Benjamin Butler
Alimentation Couche-Tard Inc. - Consumer Staples
Q2-F26: Meal Deals and ZYN Drove US SSS and GPM - Alimentation Couch-Tard Inc.
Kathleen Wong
V-List Performance - October 2025
Veritas Team
Stella Jones Inc. - Materials
The Virtuous Circle is Broken
Martin Pradier
Metro Inc - Consumer Staples
Q4-F25: Navigating A One-Time Freeze; Fundamentals Intact - Metro Inc.
Kathleen Wong
Telus Corporation - Communication Services
Q3-F25: Living Beyond Its Means - Telus Corp.
Liam Gallagher
Conference 2025: Real Estate Riskometer: Unemployment, Rates and the Real Estate Cycle - Video
Shalabh Garg
Industrials
Diversified Industrials Q3-F25 Recap - Delineating Secular vs. Cyclical Trends
Will Guy
Allied Properties REIT - REITs and Real Estate
Heading Towards a Painful Cut
Shalabh Garg
South Bow Corporation - Energy
Q3-F25: Priorities are Aligned - South Bow Corporation
Darryl McCoubrey
REITs and Real Estate
Canadian REITs Q2-F25 Review: Steady Fundamentals, Improving Outlook
Shalabh Garg
Financials
Canadian Banks Executive Comp: Homogeneous by Design, Differentiated in Detail
Shalabh Garg
George Weston Ltd. - Consumer Staples
Q3-F25: Updating George Weston's NAV - George Weston Ltd.
Kathleen Wong
Journal: Housing: Strain in the GTA; One Bloor West -Takeaways; Telus Under the Microscope; Veritas Food Drive Tomorrow
Veritas Team
Teck Resources Ltd. - Materials
Q3-F25: Zinc Saved the Day - Teck Resources Ltd.
Martin Pradier
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