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THIS MONTH
Accounting & Special Situations
Canada in the Crosshairs of Trump's "Revenge Tax"
Veritas Team
REITs and Real Estate
Canadian REITs Q1-F25 Review: Top Picks for Resilience and Capital Discipline
Shalabh Garg
Alimentation Couche-Tard Inc. - Consumer Staples
Rolling the Dice on 7-11
Kathleen Wong
Financials
Canadian Banks Q2-F25 Review: Navigating Well Through Uncertain Times
Shalabh Garg
V-List Performance - May 2025
Veritas Team
Alimentation Couche-Tard Inc. - Consumer Staples
Sizing Up 7-Eleven: Deep Dive into 7&i's Global Businesses
Kathleen Wong
Laurentian Bank of Canada - Financials
Q2-F25: Getting Worse Before Better? - Laurentian Bank of Canada
Shalabh Garg
Brookfield Corporation - Financials
Risks Behind BNT's Strong Capital Position
Dimitry Khmelnitsky
Energy
A Non-Consensus View on the Outlook for North American Energy and Infrastructure - Video with Darryl McCoubrey
Darryl McCoubrey
Element Fleet Management - Industrials
Re-initiation: On The Road To ROE Expansion
Roshan Paunikar
Telus Corporation - Communication Services
Risks of Venturing Outside Core Competencies
Liam Gallagher
WSP Global Inc. - Industrials
Ricardo Acquisition: Unlocking Synergies in a Troubled Asset
Dimitry Khmelnitsky
Royal Bank of Canada - Financials
Q2-F25: Resilient Despite Volatility - Royal Bank of Canada
Shalabh Garg
EQB Inc. - Financials
Q2-F25: Revaluation Dilemma - EQB Inc.
Shalabh Garg
Dollarama Inc. - Consumer Staples
Q1-F26: Premium Multiple for a Premium Company - Dollarama Inc.
Kathleen Wong
Teck Resources Ltd. - Materials
Valuation Still Elevated
Martin Pradier
Lundin Gold Inc. - Materials
A Runaway Freight Train
Martin Pradier
Bank of Montreal - Financials
Q2-F25: US Banking is a Work in Progress - Bank of Montreal
Shalabh Garg
Energy
A Non-Consensus View on the Outlook for North American Energy and Infrastructure - Slides with Darryl McCoubrey
Darryl McCoubrey
Materials
Earnings Tailwinds Fade: What’s Next for Teck and Lundin?
Martin Pradier
THIS WEEK
Brookfield Corporation - Financials
Risks Behind BNT's Strong Capital Position
Dimitry Khmelnitsky
Energy
Veritas Oil & Gas Gauge - June 2025
Darryl McCoubrey
Accounting & Special Situations
Canada in the Crosshairs of Trump's "Revenge Tax"
Veritas Team
REITs and Real Estate
Canadian REITs Q1-F25 Review: Top Picks for Resilience and Capital Discipline
Shalabh Garg
Financials
S-List Update June 2025
Veritas Team
Lundin Mining Corp. - Materials
Investor Day: Small Steps Today, Bigger Promise Tomorrow
Martin Pradier
Financials
Brookfield Wealth Solutions (BNT) - Gamble For Growth
Dimitry Khmelnitsky
Financials
Canadian Banks Q2-F25 Review: Navigating Well Through Uncertain Times
Shalabh Garg
Alimentation Couche-Tard Inc. - Consumer Staples
Sizing Up 7-Eleven: Deep Dive into 7&i's Global Businesses
Kathleen Wong
Financials
Canadian Banks: Preparing for Higher PCLs
Shalabh Garg
Empire Company Ltd. - Consumer Staples
Q4-F25: A Very Strong Quarter - Empire Company Ltd.
Kathleen Wong
V-List Performance - May 2025
Veritas Team
BCE Inc. - Communication Services
Keeping Its Head Above Junk
Liam Gallagher
Materials
Q1-F25 Takeaways: Massive Profit Increases, More To Come
Martin Pradier
Telus Corporation - Communication Services
Risks of Venturing Outside Core Competencies
Liam Gallagher
EQB Inc. - Financials
Q2-F25: Revaluation Dilemma - EQB Inc.
Shalabh Garg
Alimentation Couche-Tard Inc. - Consumer Staples
Rolling the Dice on 7-11
Kathleen Wong
Journal: Section 899: Where the Biggest Risks Lie; Sach in Motion Fund; 32nd Annual Buddies Open
Veritas Team
Altagas Ltd. - Utilities
Q1-F25: Growth Priced In - Altagas Ltd.
Benjamin Butler
Constellation Software Inc. - Information Technology
2025 AGM - Evolution in Action
Liam Gallagher
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