VERITAS Investment Research - What's Trending

THIS MONTH

V-List Changes: Adding SU, WSP and Removing CCA, GRT.un

Veritas Team
Financials

Canadian Banks: The Valuation Premium Looks Defensible

Shalabh Garg
Canadian Housing Market Riskometer: Calling the Bottom in GTA

Shalabh Garg
Nvidia Corp. - Information Technology

Q2-F27: The Central Bank of AI

Benjamin Butler
V-List Performance - August 2026

Veritas Team
REITs and Real Estate

Canadian REITs Q2-F26 Recap - Capital Discipline Remains Priority

Shalabh Garg
Fact Finder Video 143: AI and the Age of Rolling Bubbles - With Kevin Muir

Anthony Scilipoti
REITs and Real Estate

S-List Update August 2026

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
WSP Global Inc. - Industrials

Q2-F26: Above Plan, No Evidence of AI Disruption - WSP Global Inc.

Dimitry Khmelnitsky
Report on Dividends: Mid-2026

Veritas Team
Industrials

Southbound Showdown: CNR vs. CPKC to Mexico

Will Guy
Industrials

Diversified Industrials Recap Q2-F26: Operating Leverage Awakens

Will Guy
BCE Inc. - Communication Services

Q2-F26: Underlying Trends Improve, Execution Still Matters - BCE Inc.

Liam Gallagher
Constellation Software Inc. - Information Technology

Q2-F26: More Than Meets the Headline - Constellation Software Inc.

Liam Gallagher
Franco-Nevada Corp. - Materials

Cobre Panama: Significant Catalyst Coming Into Focus

Martin Pradier
WSP Global Inc. - Industrials

Arcadis Bid: Great Asset, But Process Matters

Dimitry Khmelnitsky
Brookfield Asset Management Ltd. - Financials

Q2-F26: Record Quarter; Sustaining Growth Is Key - Brookfield Asset Management Inc.

Dimitry Khmelnitsky
Telus Corporation - Communication Services

Q2-F26: A Cleaner Payout, a Messier Outlook - Telus Corp.

Liam Gallagher

THIS WEEK

V-List Performance - August 2026

Veritas Team
Fact Finder Video 142: An Investor's Framework for Dealing With Uncertainty - With Sam Sivarajan

Anthony Scilipoti
Nvidia Corp. - Information Technology

Q2-F27: The Central Bank of AI

Benjamin Butler
Alimentation Couche-Tard Inc. - Consumer Staples

Q1-F27: Fuel Advantage Supports Merchandise Upside - Alimentation Couch-Tard Inc.

Kathleen Wong
EQB Inc. - Financials

Q3-F26: PCF Helps, Credit Cycle Bites - EQB Inc.

Shalabh Garg
V-List Changes: Adding SU, WSP and Removing CCA, GRT.un

Veritas Team
REITs and Real Estate

S-List Update August 2026

Veritas Team
Fact Finder Video 143: AI and the Age of Rolling Bubbles - With Kevin Muir

Anthony Scilipoti
REITs and Real Estate

Canadian REITs Q2-F26 Recap - Capital Discipline Remains Priority

Shalabh Garg
Toronto Dominion Bank - Financials

Q3-F26: Multi-faceted Progress - Toronto Dominion Bank

Shalabh Garg
Royal Bank of Canada - Financials

Q3-F26: Platform Strength Pays Off - Royal Bank of Canada

Shalabh Garg
Alimentation Couche-Tard Inc. - Consumer Staples

Zabka Accelerates ATD's Strategy

Kathleen Wong
Bank of Montreal - Financials

Q3-F26: Target in Sight, Upside Limited - Bank of Montreal

Shalabh Garg
Bank of Nova Scotia - Financials

Q3-F26: Gaining Momentum - Bank of Nova Scotia

Shalabh Garg
Broadcom Inc. - Information Technology

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

Benjamin Butler
Canadian Housing Market Riskometer: Calling the Bottom in GTA

Shalabh Garg
Brookfield Corporation - Financials

Q2-F26: Growth, But Quality Questions Persist - Brookfield Corp.

Dimitry Khmelnitsky
Canadian Imperial Bank of Commerce - Financials

Q3-F26: Discipline Driving Durability - Canadian Imperial Bank of Commerce

Shalabh Garg
Financials

Canadian Banks: The Valuation Premium Looks Defensible

Shalabh Garg
Canadian National Railway Co. - Industrials

Q2-F26: Steel Wheelin' & Dealin' - Canadian National Railway Co.

Will Guy

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