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THIS MONTH
Financials
Canadian Banks: The Tortoise and the Hare - Part II
Nigel D'Souza
Enbridge Inc. - Energy
Doubling Down on Gas Distribution
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Veritas Team
NVIDIA & The Tech Sector's Circular Cash Flows
Jacob Liu
Financials
Not The Right Time
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Anthony Scilipoti
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Energy
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Dan Fong
TFI International Inc. - Industrials
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Financials
Canadian Banks: The Tortoise and The Hare
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Magna International Inc. - Consumer Discretionary
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V-List Performance - August 2023
Veritas Team
Empire Company Ltd. - Consumer Staples
Q1-F24: Voila's Cost to Peak in F2024 - Empire Company Ltd.
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Laurentian Bank of Canada - Financials
No Deal
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Financials
Investor Day Takeaways
Dimitry Khmelnitsky
Dollarama Inc. - Consumer Staples
Q2-F24: Value-Seeking Behavior Held Strong - Dollarama Inc.
Kathleen Wong
HIVE's Tax Disputes with the Swedish Tax Agency
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Industrials
Veritas Best Ideas: Inflation Up. Interest Rates Up. Markets Up. Now What? - Video
Veritas Team
Canadian Western Bank - Financials
Q3-F23: Fully Valued - Canadian Western Bank
Nigel D'Souza
Altagas Ltd. - Utilities
Resurgent Growth
Benjamin Butler
THIS WEEK
Energy
Veritas Oil & Gas Gauge - September 2023
Dan Fong
Industrials
Veritas Best Ideas: Inflation Up. Interest Rates Up. Markets Up. Now What? - Video
Veritas Team
Financials
Canadian Banks: The Tortoise and the Hare - Part II
Nigel D'Souza
V-List Change: Removing CWB
Veritas Team
V-List Performance - August 2023
Veritas Team
V-List Review: Defensively Positioned for Sticky Interest Rates - Video
Veritas Team
NVIDIA & The Tech Sector's Circular Cash Flows
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REITs
Canadian REITs: Key Trends from Q2-F23
Shalabh Garg
REITs
Veritas Best Ideas: Inflation Up. Interest Rates Up. Markets Up. Now What? - Slides
Veritas Team
Enbridge Inc. - Energy
Doubling Down on Gas Distribution
Darryl McCoubrey
BCE Inc. - Communication Services
Q2-F23: Dissecting FCF Guidance - BCE Inc.
Desmond Lau
Telus Corporation - Communication Services
Q2-F23 - Right Time to Right Size - Telus Corp.
Desmond Lau
Energy
Veritas Crude Monitor - February 2023
Dan Fong
Fact Finding Video 111: Where Are House Prices Headed In Vancouver? - With Steve Saretsky
Anthony Scilipoti
Energy
Veritas Oil & Gas Gauge - August 2023
Dan Fong
Journal: Canadian Banks: The Winning Tortoise; Quality Ratings Report Upgrade; Best Ideas, Real Estate Conference
Veritas Team
Financials
Canadian Banks: The Tortoise and The Hare
Nigel D'Souza
Industrials
Diversified Industrials Quarterly Recap - Q2-F23
Dan Fong
Fact Finding Video 111: Where Are House Prices Headed In Vancouver? - With Steve Saretsky
Anthony Scilipoti
TC Energy Corp. - Energy
Q2-F23: New Plan Overshadows Progress - TC Energy Corp.
Darryl McCoubrey
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