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THIS MONTH
V-List Performance - August 2026
Veritas Team
Materials
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Financials
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Financials
Canadian Banks Q3-F26 Review: ROE Momentum Broadens
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Private Capital Insurance: Readthroughs from the Mark Walter Situation
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REITs and Real Estate
Canadian REITs Q2-F26 Recap - Capital Discipline Remains Priority
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Waste Connections Inc. - Industrials
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Bank of Montreal - Financials
Q3-F26: Target in Sight, Upside Limited - Bank of Montreal
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Broadcom Inc. - Information Technology
Borrowed Growth: The Accounting and Financing Behind AVGO's Results
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Toronto Dominion Bank - Financials
Q3-F26: Multi-faceted Progress - Toronto Dominion Bank
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Bank of Nova Scotia - Financials
Q3-F26: Gaining Momentum - Bank of Nova Scotia
Shalabh Garg
Royal Bank of Canada - Financials
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Fact Finder Video 142: An Investor's Framework for Dealing With Uncertainty - With Sam Sivarajan
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Brookfield Renewable Partners L.P. - Utilities
Q2-F26: Running on Gains - Brookfield Renewable Partners L.P.
Benjamin Butler
Alimentation Couche-Tard Inc. - Consumer Staples
Q1-F27: Fuel Advantage Supports Merchandise Upside - Alimentation Couch-Tard Inc.
Kathleen Wong
THIS WEEK
V-List Performance - August 2026
Veritas Team
Waste Connections Inc. - Industrials
Addressing Three Investor Concerns
Will Guy
Financials
Private Equity and Credit: The Exit Bottleneck
Dimitry Khmelnitsky
Information Technology
AI's Financing Chain: Following the Money - Webinar with Anthony Scilipoti and Ben Butler
Anthony Scilipoti
Dollarama Inc. - Consumer Staples
Q2-F27: Canada Strength Offsets Australia Drag - Dollarama Inc.
Kathleen Wong
REITs and Real Estate
S-List Update August 2026
Veritas Team
V-List Changes: Adding SU, WSP and Removing CCA, GRT.un
Veritas Team
Brookfield Corporation - Financials
Private Capital Insurance: Readthroughs from the Mark Walter Situation
Dimitry Khmelnitsky
Energy
Veritas Oil & Gas Gauge - August 2026
Darryl McCoubrey
Materials
Gold Stocks Extremely Cheap Compared to Fundamentals
Martin Pradier
Nvidia Corp. - Information Technology
Q2-F27: The Central Bank of AI
Benjamin Butler
Canadian Housing Market Riskometer: Calling the Bottom in GTA
Shalabh Garg
Financials
Canadian Banks Q3-F26 Review: ROE Momentum Broadens
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Journal: Private Credit Wobbling; A-Cap Insurers 'Financially Hazardous''; EBITDAWHAT?
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Report on Dividends: Mid-2026
Veritas Team
Nvidia Corp. - Information Technology
Q1-F27: Funding the Frontier
Benjamin Butler
Broadcom Inc. - Information Technology
Q3-F26: From Backstop to Lender
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Nvidia Corp. - Information Technology
NVIDIA: The Mysterious $2.3 Billion Revenue Beat
Anthony Scilipoti
Empire Company Ltd. - Consumer Staples
Q1-F27: Operating Leverage Offsets Soft Sales - Empire Company Ltd.
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Brookfield Renewable Partners L.P. - Utilities
Q2-F26: Running on Gains - Brookfield Renewable Partners L.P.
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