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THIS MONTH
Report on Dividends: Mid-2026
Veritas Team
V-List Performance - July 2026
Veritas Team
REITs and Real Estate
S-List Update July 2026
Veritas Team
Financials
Canadian Banks: Capital Stability Meets Capital Relief - Chartbook
Shalabh Garg
Financials
Canadian Banks: Credit Stability Meets Capital Relief
Shalabh Garg
Materials
Materials: Resetting Our Gold Forecast and a Preview of Q2-F26
Martin Pradier
Telus Corporation - Communication Services
Q2-F26: A Cleaner Payout, a Messier Outlook - Telus Corp.
Liam Gallagher
Canadian Housing Market Riskometer: Calling the Bottom in GTA
Shalabh Garg
Energy
Veritas Oil & Gas Gauge - June 2026
Darryl McCoubrey
V-List Changes: Adding SU, WSP and Removing CCA, GRT.un
Veritas Team
WSP Global Inc. - Industrials
Q2-F26: Above Plan, No Evidence of AI Disruption - WSP Global Inc.
Dimitry Khmelnitsky
TFI International Inc. - Industrials
Q2-F26: Moving the Chains - TFI International Inc.
Will Guy
BCE Inc. - Communication Services
Q2-F26: Underlying Trends Improve, Execution Still Matters - BCE Inc.
Liam Gallagher
Alimentation Couche-Tard Inc. - Consumer Staples
Zabka Accelerates ATD's Strategy
Kathleen Wong
Cogeco Communications Inc. - Communication Services
Q3-F26: Cash Flow Carries the Thesis - Cogeco Communications Inc.
Liam Gallagher
Magna International Inc. - Consumer Discretionary
Q2-F26: Revving Up Shareholder Returns - Magna International Inc.
Will Guy
Canadian Pacific Kansas City Ltd. - Industrials
Q2-F26: Differing Trains of Thought - Canadian Pacific Kansas City Ltd.
Will Guy
Canadian National Railway Co. - Industrials
Q2-F26: Steel Wheelin' & Dealin' - Canadian National Railway Co.
Will Guy
Suncor Energy Inc. - Energy
Q2-F26: A Succession Surprise - Suncor Energy Inc.
Darryl McCoubrey
Rogers Communications Inc. - Communication Services
Q2-F26: Steady Quarter, MLSE Execution Risk Builds - Rogers Communications Inc.
Liam Gallagher
THIS WEEK
Canadian Housing Market Riskometer: Calling the Bottom in GTA
Shalabh Garg
V-List Performance - July 2026
Veritas Team
V-List Changes: Adding SU, WSP and Removing CCA, GRT.un
Veritas Team
Alimentation Couche-Tard Inc. - Consumer Staples
Zabka Accelerates ATD's Strategy
Kathleen Wong
Brookfield Corporation - Financials
Q2-F26: Growth, But Quality Questions Persist - Brookfield Corp.
Dimitry Khmelnitsky
Constellation Software Inc. - Information Technology
Q2-F26: More Than Meets the Headline - Constellation Software Inc.
Liam Gallagher
Barrick Mining Corp. - Materials
Q2-F26: Fourmile Deal Disappoints - Barrick Mining Corp.
Martin Pradier
Canadian Natural Resources Ltd. - Energy
Q2-F26: Pipelines of Opportunity - Canadian Natural Resources Ltd.
Darryl McCoubrey
South Bow Corporation - Energy
Q2-F26: Prairie & Liberty Upside Examined - South Bow Corporation
Darryl McCoubrey
Metro Inc - Consumer Staples
Q3-F26: Strike Masks Resilient Core - Metro Inc.
Kathleen Wong
Emera Inc. - Utilities
Q2-F26: Asset Sales Advance Deleveraging Plan - Emera Inc.
Benjamin Butler
Franco-Nevada Corp. - Materials
Q2-F26: Time To Buy - Franco-Nevada Corp.
Martin Pradier
Wheaton Precious Metals Corp. - Materials
Q2-F26: Growth with a Silver Lining - Wheaton Precious Metals Corp.
Martin Pradier
Sun Life Financial Inc. - Financials
Q2-F26: Broad-Based Growth - Sun Life Financial Inc.
Roshan Paunikar
Quebecor Inc. - Communication Services
Q2-F26: Running Up the Score - Quebecor Inc.
Liam Gallagher
Air Canada - Industrials
AC: Discontinuing Coverage
Dan Fong
Linamar Corp. - Consumer Discretionary
Q2-F26: More Horsepower than Headwinds - Linamar Corp.
Will Guy
REITs and Real Estate
S-List Update July 2026
Veritas Team
Hydro One, Ltd. - Utilities
Q2-F26: Scaling Up - Hydro One, Ltd.
Benjamin Butler
Saputo Inc. - Consumer Staples
Q1-F27: Protein Strength, Cheese Pressure - Saputo Inc.
Kathleen Wong
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