VERITAS Investment Research - What's Trending

THIS MONTH

V-List Performance - April 2026

Veritas Team
Financials

Canadian Banks Q2-F26 Preview: The Ascent Continues

Shalabh Garg
REITs and Real Estate

Veritas Sells: S-List May 2026

Veritas Team
Nvidia Corp. - Information Technology

Q1-F27: Funding the Frontier

Benjamin Butler
Canadian Housing Market Riskometer: Tentative Stability, Lower Rents on the Horizon

Shalabh Garg
V-List Changes: Adding LNR and Removing ARX

Veritas Team
Energy

Veritas Oil & Gas Gauge - April 2026

Darryl McCoubrey
Financials

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

Dimitry Khmelnitsky
Shopify Inc. - Information Technology

Q1-F26: Strong Execution, Limited Margin of Safety - Shopify Inc.

Liam Gallagher
ARC Resources Ltd. - Energy

Dodging Dog Days

Darryl McCoubrey
Brookfield Corporation - Financials

Context Provided, Core Questions Remain

Dimitry Khmelnitsky
Financials

Canadian Banks: A New Layer of Competitive Moat with AI-enabled Banking

Shalabh Garg
Brookfield Infrastructure Partners L.P. - Utilities

Q1-F26: Solid Quarter, Misread Reaction - Brookfield Infrastructure Partners L.P.

Dimitry Khmelnitsky
REITs and Real Estate

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

Shalabh Garg
TFI International Inc. - Industrials

Q1-F26: Don't Stop Me Now - TFI International Inc.

Will Guy
Energy

Oil & Gas: Sharing the Windfall Wealth

Darryl McCoubrey
Canadian National Railway Co. - Industrials

Q1-F26: Lead-Off Single - Canadian National Railway Co.

Will Guy
Industrials

Diversified Industrials Q1-F26 Recap: Rocky Road to Recovery

Will Guy
REITs and Real Estate

Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify

Shalabh Garg
Fortis Inc. - Utilities

Q1-F26: Transient Headwinds, Structural Progress - Fortis Inc.

Benjamin Butler

THIS WEEK

REITs and Real Estate

Veritas Sells: S-List May 2026

Veritas Team
Nvidia Corp. - Information Technology

Q1-F27: Funding the Frontier

Benjamin Butler
V-List Performance - April 2026

Veritas Team
Financials

Canadian Banks Q2-F26 Preview: The Ascent Continues

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
Materials

Gold Outlook Reduced, Target Prices Lowered Modestly

Martin Pradier
Nvidia Corp. - Information Technology

GPU Money-Go-Round

Benjamin Butler
Canada Goose Holdings Inc. - Consumer Discretionary

Q4-F26: Operational Recovery Remains Intact - Canada Goose Holdings Inc.

Kathleen Wong
Financials

Canadian Banks: A New Layer of Competitive Moat with AI-enabled Banking

Shalabh Garg
Nvidia Corp. - Information Technology

Q4-F26: Flammable Items Intensify

Benjamin Butler
Report on Dividends: Outlook for 2026

Veritas Team
Nvidia Corp. - Information Technology

The Financial Engineering of AI

Benjamin Butler
Canadian Housing Market Riskometer: Tentative Stability, Lower Rents on the Horizon

Shalabh Garg
Nvidia Corp. - Information Technology

NVDA Rebuttal Review: Veritas Commentary

Benjamin Butler
Journal: Condo Investors Still In Ugly Position; Insolvencies Skyrocketing; Recommendation and Valuation Changes; Big Thank You

Veritas Team
V-List Changes: Adding LNR and Removing ARX

Veritas Team
Journal: NVDA: Round and Round...; Bank Q2 Preview; Accountants Facing AI

Veritas Team
Nvidia Corp. - Information Technology

The Hidden Tailwind: Extending Useful Lives in AI Infrastructure

Benjamin Butler
GFL Environmental Inc. - Industrials

From Curbside to Crude

Will Guy

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