VERITAS Investment Research -

THIS MONTH

V-List Update: Adding ATD and CP; no Removals

Veritas Team
Alimentation Couche-Tard Inc. - Consumer Staples

A Convenient Consolidator

Kathleen Wong
Financials

Canadian Banks: Bet on the Disconnect?

Nigel D'Souza
Financials

Canadian Lifecos: Pandemic Pessimism Creates Buying Opportunity

Nigel D'Souza
Accounting & Special Situations

Accounting Vigil: Reverse Factoring: Escalator Up, Elevator Down

Dimitry Khmelnitsky
2021: Investment Themes and Ideas Webinar

Darryl McCoubrey
Alimentation Couche-Tard Inc. - Consumer Staples

Answering the EV Question

Kathleen Wong
Manulife Financial Corp. - Financials

Manulife Financial Webinar - Mispriced and Misunderstood with Nigel D'Souza

Nigel D'Souza
Constellation Software Inc. - Information Technology

Q4-F20: All Systems Go - Constellation Software Inc.

Howard Leung
Shopify Inc. - Information Technology

Q4 2020 Preview

Chris Silvestre
TC Energy Corp. - Energy

Q4-F20: The Bases are Loaded - TC Energy Corp.

Darryl McCoubrey
Shopify Inc. - Information Technology

Insights from Q4 - FB, AMZN, PINS, PYPL

Chris Silvestre
Utilities

Accounting Alert ACO.X/CU: Accounting Clouds FFO

Darryl McCoubrey
Enbridge Inc. - Energy

Q4-F20: Ready to Run - Enbridge Inc.

Darryl McCoubrey
Canadian Pacific Railway Ltd. - Industrials

Q4-F20: CP Rail Upgrade - Gaining Steam - Canadian Pacific Railway Ltd.

Dan Fong
Accounting & Special Situations

Accounting Vigil: Volatility for U.S. Banks and Stability for Canadian Banks

Nigel D'Souza
Fact Finding Video 53: The future of Canada's capital markets - Maureen Jensen

Veritas Team
Constellation Software Inc. - Information Technology

Flash: CSU & TOI.v: High Growth, Higher Valuation

Howard Leung
Manulife Financial Corp. - Financials

Manulife Financial Presentation Slides - Mispriced and Misunderstood with Nigel D'Souza

Nigel D'Souza
Industrials

Switching Tracks: A Potential Reversal in Consumption Patterns

Dan Fong

THIS WEEK

Accounting & Special Situations

Accounting Vigil: Reverse Factoring: Escalator Up, Elevator Down

Dimitry Khmelnitsky
TC Energy Corp. - Energy

Q4-F20: The Bases are Loaded - TC Energy Corp.

Darryl McCoubrey
Brookfield Infrastructure Parnters L.P. - Utilities

Flash: Going Down the Pipeline

Dimitry Khmelnitsky
Financials

Canadian Banks: Bet on the Disconnect?

Nigel D'Souza
WSP Global Inc. - Industrials

Q4-F20: Not All Numbers Are Created Equal - WSP Global Inc.

Dimitry Khmelnitsky
Fact Finding Video 53: The future of Canada's capital markets - Maureen Jensen

Veritas Team
Bank of Montreal - Financials

Q1-F21: Adverse Risks Remain in Play - Bank of Montreal

Nigel D'Souza
Magna International Inc. - Consumer Discretionary

Q4-F20: Keep on Driving - Magna International Inc.

Dan Fong
Royal Bank of Canada - Financials

Q1-F21: Stable in Uncertain Times - Royal Bank of Canada

Nigel D'Souza
GFL Environmental Inc. - Industrials

Q4-F20: The King of Wishful Thinking - GFL Environmental Inc.

Darryl McCoubrey
Bank of Nova Scotia - Financials

Q1-F21: Long Road to Recovery - Bank of Nova Scotia

Nigel D'Souza
Maple Leaf Foods Inc. - Consumer Staples

Q4-20: All Meat No Potatoes - Maple Leaf Foods Inc.

Henry Yu
Loblaw Companies Limited - Consumer Staples

Q4-F20: 2021 Outlook - Loblaw Companies Ltd.

Kathleen Wong
Canadian Imperial Bank of Commerce - Financials

Q1-F21: Steady and Safe - Canadian Imperial Bank of Commerce

Nigel D'Souza
Waste Connections Inc. - Industrials

Q4-F20: Holding the Line on Price - Waste Connections Inc.

Darryl McCoubrey
Toronto Dominion Bank - Financials

Q1-F21: Tough Year Ahead - Toronto Dominion Bank

Nigel D'Souza
National Bank of Canada - Financials

Q1-F21: Continued Positive Momentum - National Bank of Canada

Nigel D'Souza
Canadian Apartment Properties REIT - REITs

Q4-F20: Rent Freezes Incoming - Canadian Apartment REIT

Howard Leung
V-List Update: Adding ATD and CP; no Removals

Veritas Team
Constellation Software Inc. - Information Technology

Q4-F20: All Systems Go - Constellation Software Inc.

Howard Leung