VERITAS Investment Research -

THIS MONTH

V-List Monthly

2021-01-05

Veritas Team
Brookfield Infrastructure Parnters L.P. - Utilities

Flash: Family Affairs

Dimitry Khmelnitsky
Consumer Staples

Canadian Grocery: Online groceries: The race is on

Kathleen Wong
Financials

Canadian Banks: Looking ahead to 2021

Nigel D'Souza
Brookfield Property Partners L.P. - REITs

Flash: Keeping the Family Business Close

Henry Yu
Constellation Software Inc. - Information Technology

Flash: Shining More Light on the Topicus IPO

Howard Leung
NFI Group Inc. - Industrials

U.S. Political Winds Shift in Favour of NFI

Dan Fong
Accounting & Special Situations

Accounting Vigil: PKI, PBH - Maintenance Capex & Free Cash Flow

Jeff Craig
TC Energy Corp. - Energy

Accounting Alert Flash: TRP Isn't Immune

Darryl McCoubrey
Fact Finding Video 50: Electric Vehicle Irrational Exuberance? - Dimitry Anastakis

2021-01-13

Veritas Team
WSP Global Inc. - Industrials

Flash: Lower Risk Warrants Higher Valuation

Dimitry Khmelnitsky
MTY Food Group Inc. - Consumer Discretionary

Back in the Saddle

Dimitry Khmelnitsky
Energy

Canadian Oil & Gas: Don't Get Ahead of Yourself

Jeff Craig
Airbnb's IPO Webinar: Know Before You Travel

2020-12-11

Veritas Team
RioCan REIT - REITs

Flash: Tracking RioCan's Sales

Howard Leung
Communication Services

Communication Services Industry Webinar: Deciphering Wireless Subsidies & Unit Economics

Desmond Lau
Financials

Canadian Real Estate: Households Spending Less and Buying More Real Estate

Nigel D'Souza
Cogeco Communications Inc. - Communication Services

Q1-F21: Strong On Its Own - Cogeco Cable Inc.

Desmond Lau
Utilities

Flash: Meet in the Middle

Darryl McCoubrey
Enbridge Inc. - Energy

Pipeline Political Science

Darryl McCoubrey

THIS WEEK

TC Energy Corp. - Energy

Accounting Alert Flash: TRP Isn't Immune

Darryl McCoubrey
RioCan REIT - REITs

Flash: Tracking RioCan's Sales

Howard Leung
Financials

Canadian Real Estate: Households Spending Less and Buying More Real Estate

Nigel D'Souza
Utilities

Flash: Meet in the Middle

Darryl McCoubrey
V-List Monthly

2021-01-05

Veritas Team
Constellation Software Inc. - Information Technology

Flash: Shining More Light on the Topicus IPO

Howard Leung
Fact Finding Video 50: Electric Vehicle Irrational Exuberance? - Dimitry Anastakis

2021-01-13

Veritas Team
Financials

Canadian Banks: Looking ahead to 2021

Nigel D'Souza
Cogeco Communications Inc. - Communication Services

Q1-F21: Strong On Its Own - Cogeco Cable Inc.

Desmond Lau
TC Energy Corp. - Energy

An Asset-Level Review of Exposures

Darryl McCoubrey
Consumer Staples

Canadian Grocery: Online groceries: The race is on

Kathleen Wong
Brookfield Infrastructure Parnters L.P. - Utilities

Flash: Family Affairs

Dimitry Khmelnitsky
TC Energy Corp. - Energy

Q3-F20: Before the Dawn - TC Energy Corp.

Darryl McCoubrey
Energy

Canadian Oil & Gas: Don't Get Ahead of Yourself

Jeff Craig
Communication Services

Communication Services Industry Webinar: Deciphering Wireless Subsidies & Unit Economics

Desmond Lau
Fact Finding Video 51: ESG and Sustainability Professional Skepticism - Charles Cho

2021-01-20

Veritas Team
Enbridge Inc. - Energy

Pipeline Political Science

Darryl McCoubrey
NFI Group Inc. - Industrials

U.S. Political Winds Shift in Favour of NFI

Dan Fong
Veritas Quarterly Best Ideas Video Conference: Playing Offense and Defense

2020-09-24

Veritas Team
Bombardier Inc. - Industrials

Q3-F20: Charting a Path for Clearer Skies - Bombardier Inc.

Dan Fong