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THIS MONTH
V-List Performance - February 2026
Veritas Team
Materials
Gold Companies: New Targets, New Opportunities
Martin Pradier
Materials
The Canary in the Gold Mine
Martin Pradier
Energy
Veritas Oil & Gas Gauge - February 2026
Darryl McCoubrey
Energy
Oil & Gas: Repricing on Middle East Risk
Darryl McCoubrey
Financials
Canadian Banks Q1-F26 Review: Shrugging Off Uncertainty
Shalabh Garg
S-List March 2026
Veritas Team
Lumine Group Inc. - Information Technology
Q4-F25: False Start on AI Fears - Lumine Group Inc.
Liam Gallagher
Financials
Canadian Banks: Slope Gets Slipperier
Shalabh Garg
Constellation Software Inc. - Information Technology
Q4-F25: Compounding Through the Noise - Constellation Software Inc.
Liam Gallagher
Energy
Energy Sector: Repricing on Middle East Risk - Webinar with Darryl McCoubrey
Darryl McCoubrey
REITs and Real Estate
Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify
Shalabh Garg
Utilities
No Place to Hide - Compressing Equity Risk Premiums
Benjamin Butler
Industrials
Diversified Industrials Q4-F25 Recap: "Baby, I Can See Your HALO"
Will Guy
Alimentation Couche-Tard Inc. - Consumer Staples
Q3-F26: Fuel Strength, Merchandise Momentum - Alimentation Couch-Tard Inc.
Kathleen Wong
Nutrien Ltd. - Materials
The War in Iran and its Impact on Fertilizer Prices
Martin Pradier
Nvidia Corp. - Information Technology
Q4-F26: Flammable Items Intensify
Benjamin Butler
Alimentation Couche-Tard Inc. - Consumer Staples
Replicating Fuel Playbook in Merchandise
Kathleen Wong
Energy
Energy Sector: Repricing on Middle East Risk - Slides with Darryl McCoubrey
Darryl McCoubrey
Report on Dividends: Outlook for 2026
Veritas Team
THIS WEEK
Financials
Canadian Banks: Slope Gets Slipperier
Shalabh Garg
S-List March 2026
Veritas Team
V-List Performance - February 2026
Veritas Team
Dollarama Inc. - Consumer Staples
Q4-F26: Australia Drag. Canada Intact. - Dollarama Inc.
Kathleen Wong
Lundin Mining Corp. - Materials
Insights from Visiting Josemaria/El Filo
Martin Pradier
Materials
The Canary in the Gold Mine
Martin Pradier
REITs and Real Estate
Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify
Shalabh Garg
Energy
Energy Sector: Repricing on Middle East Risk - Webinar with Darryl McCoubrey
Darryl McCoubrey
Alimentation Couche-Tard Inc. - Consumer Staples
Q3-F26: Fuel Strength, Merchandise Momentum - Alimentation Couch-Tard Inc.
Kathleen Wong
Energy
Energy Sector: Repricing on Middle East Risk - Slides with Darryl McCoubrey
Darryl McCoubrey
Materials
Gold Companies: New Targets, New Opportunities
Martin Pradier
Industrials
Diversified Industrials Q4-F25 Recap: "Baby, I Can See Your HALO"
Will Guy
Utilities
No Place to Hide - Compressing Equity Risk Premiums
Benjamin Butler
Energy
Oil & Gas: Repricing on Middle East Risk
Darryl McCoubrey
Financials
Canadian Banks Q1-F26 Review: Shrugging Off Uncertainty
Shalabh Garg
goeasy Ltd. - Financials
goeasy: Assessing Short Seller Claims
Shalabh Garg
Energy
Daily Ledger: S-List, BMO, BNS, ARX, CNQ, CVE, IMO, SU, TOU, Gold, Webinar: CSU, LMN.v
Veritas Team
Financials
US P&C Banking: Gold Mine or Land Mine for Canadian Banks?
Shalabh Garg
Linamar Corp. - Consumer Discretionary
Q4-F25: Scavenging the Supplier Scrap Yard - Linamar Corp.
Will Guy
Canadian MICs: The Bloom is off the Rose
Roshan Paunikar
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