VERITAS Investment Research - What's Trending

THIS MONTH

V-List Performance - June 2026

Veritas Team
Broadcom Inc. - Information Technology

Borrowed Growth: The Accounting and Financing Behind AVGO's Results

Benjamin Butler
Report on Dividends: Mid-2026

Veritas Team
V-List Changes: Removing TRP

Veritas Team
Materials

Materials: Resetting Our Gold Forecast and a Preview of Q2-F26

Martin Pradier
Financials

Canadian Banks: Credit Stability Meets Capital Relief

Shalabh Garg
Gildan Activewear Inc. - Consumer Discretionary

Factoring the Short Thesis

Kathleen Wong
Energy

Veritas Oil & Gas Gauge - June 2026

Darryl McCoubrey
Communication Services

S-List Update June 2026

Veritas Team
Bank of Nova Scotia - Financials

Demonstrating Early Signs of an Inflection

Shalabh Garg
Cogeco Communications Inc. - Communication Services

Q3-F26: Cash Flow Carries the Thesis - Cogeco Communications Inc.

Liam Gallagher
Air Canada - Industrials

Better Outlook, But Valuation Not Cheap Enough to Chase

Dan Fong
Financials

Canadian Banks Q2-F26 Review: Momentum Persists

Shalabh Garg
Energy

Veritas Oil & Gas Gauge - May 2026

Darryl McCoubrey
Report on Dividends: Outlook for 2026

Veritas Team
REITs and Real Estate

Canadian REITs Q1-F26 Recap - Targeted Exposure and Updated Views

Shalabh Garg
Materials

Gold Outlook Reduced, Target Prices Lowered Modestly

Martin Pradier
Energy

Oil & Gas: Sharing the Windfall Wealth

Darryl McCoubrey
Summary Report - Veritas 13th Annual Great Canadian Real Estate Conference: The Reckoning?

Scott Adams
Rogers Communications Inc. - Communication Services

Q2-F26: Steady Quarter, MLSE Execution Risk Builds - Rogers Communications Inc.

Liam Gallagher

THIS WEEK

Report on Dividends: Mid-2026

Veritas Team
Energy

Veritas Oil & Gas Gauge - June 2026

Darryl McCoubrey
V-List Changes: Removing TRP

Veritas Team
V-List Performance - June 2026

Veritas Team
Materials

Materials: Resetting Our Gold Forecast and a Preview of Q2-F26

Martin Pradier
Rogers Communications Inc. - Communication Services

Q2-F26: Steady Quarter, MLSE Execution Risk Builds - Rogers Communications Inc.

Liam Gallagher
Financials

Canadian Banks: Credit Stability Meets Capital Relief

Shalabh Garg
Newmont Corp. - Materials

Q2-F26: Results Aligned With Expectations, Free Cash Flow Shines - Newmont Corp.

Martin Pradier
Cogeco Communications Inc. - Communication Services

Q3-F26: Cash Flow Carries the Thesis - Cogeco Communications Inc.

Liam Gallagher
Waste Connections Inc. - Industrials

Q2-F26: Down the Fairway - Waste Connections Inc.

Will Guy
Industrials

Can Trump "Moneyball" His Tariff Regime

Will Guy
Communication Services

S-List Update June 2026

Veritas Team
Broadcom Inc. - Information Technology

Borrowed Growth: The Accounting and Financing Behind AVGO's Results

Benjamin Butler
Energy

Daily Ledger: RCI.b, LUG, Gauge, Real Estate Conference

Veritas Team
Canadian National Railway Co. - Industrials

The Second Act

Will Guy
Summary Report - Veritas 13th Annual Great Canadian Real Estate Conference: The Reckoning?

Scott Adams
Rogers Communications Inc. - Communication Services

Q1-F26: A Step in the Right Direction - Rogers Communications Inc.

Liam Gallagher
Energy

Oil & Gas: Sharing the Windfall Wealth

Darryl McCoubrey
Financials

Private Equity and Credit: Fragile Foundations

Dimitry Khmelnitsky
Utilities

Q1-F26: Steady as She Goes - ATCO Ltd. & Canadian Utilities Ltd.

Benjamin Butler

FREE — Sign Up for the Veritas News and Insights Newsletter