VERITAS Investment Research

THIS MONTH

Brookfield Asset Management Inc. - Financials

Past Is Not Prologue

Dimitry Khmelnitsky
V-List Performance: August 2022

Veritas Team
Toronto Dominion Bank - Financials

Q3-F22: Expanding Horizon - Toronto Dominion Bank

Nigel D'Souza
Bank of Montreal - Financials

Q3-F22: Backtrack - Bank of Montreal

Nigel D'Souza
Canadian Imperial Bank of Commerce - Financials

Q3-F22: Discounted for Risk - Canadian Imperial Bank of Commerce

Nigel D'Souza
Utilities

Trading Places

Darryl McCoubrey
Empire Company Ltd. - Consumer Staples

Q1-F23: Voila EPS Dilution May Drag On - Empire Company Ltd.

Kathleen Wong
Nutrien Ltd. - Mining & Precious Metals

Enjoying Cyclical Tailwinds

Martin Pradier
V-List Changes: Removing BMO

Veritas Team
Dollarama Inc. - Consumer Discretionary

Q2-F23: New Price Points Will Drive SSSG - Dollarama Inc.

Kathleen Wong
Housing Sentiment Explained - With Anthony Scilipoti

Anthony Scilipoti
Constellation Software Inc. - Information Technology

Did CSU Buy a Loser in NexJ?

Desmond Lau
Royal Bank of Canada - Financials

Q3-F22: Challenging Conditions - Royal Bank of Canada

Nigel D'Souza
The Lion Electric Company - Industrials

Predator or Prey?

Brent Levenstadt
Alimentation Couche-Tard Inc. - Consumer Staples

Q1-F23: Record Fuel Margins Drove a Strong Quarter - Alimentation Couche-Tard Inc.

Kathleen Wong
Canadian Western Bank - Financials

Q3-F22: The Mild West - Canadian Western Bank

Nigel D'Souza
Fact Finding Video 98: The Energy Re-Mix: Can Canada Get it Right? - With Kirk Morrison

Anthony Scilipoti
Bank of Nova Scotia - Financials

Q3-F22: On the Hedge - Bank of Nova Scotia

Nigel D'Souza
Financials

Canadian Banks: Buy Now, Credit Risk Later

Nigel D'Souza
Consumer Staples

Consumer Staples and Discretionary: Recession Risk Rising

Kathleen Wong

THIS WEEK

Empire Company Ltd. - Consumer Staples

Q1-F23: Voila EPS Dilution May Drag On - Empire Company Ltd.

Kathleen Wong
Housing Sentiment Explained - With Anthony Scilipoti

Anthony Scilipoti
Brookfield Asset Management Inc. - Financials

Past Is Not Prologue

Dimitry Khmelnitsky
Nutrien Ltd. - Mining & Precious Metals

Enjoying Cyclical Tailwinds

Martin Pradier
Fact Finding Video 98: The Energy Re-Mix: Can Canada Get it Right? - With Kirk Morrison

Anthony Scilipoti
Nutrien Ltd. - Mining & Precious Metals

Fertilizers: A Market Disrupted by War - Webinar with Martin Pradier

Martin Pradier
V-List Performance: August 2022

Veritas Team
Nutrien Ltd. - Mining & Precious Metals

Fertilizers: A Market Disrupted by War - Presentation with Martin Pradier

Martin Pradier
Conference: Real Estate Panel: On the Ground in Vancouver & Toronto - Video

Veritas Team
Toronto Dominion Bank - Financials

Q3-F22: Expanding Horizon - Toronto Dominion Bank

Nigel D'Souza
Metro Inc - Consumer Staples

Q3-F22 Good Expense Control - Metro Inc.

Kathleen Wong
Canada Goose Holdings Inc. - Consumer Discretionary

Q1-F23: This Goose Should Fly Higher - Canada Goose Holding Inc.

Kathleen Wong
Fact Finding Video 97: The Nefarious Underbelly of Canada's Real Estate Market - With Sam Cooper

Anthony Scilipoti
Journal: BAM: Recognizing WHY the business did so well in the past; Energy: We've Got a Ton of It; CTC.A

Veritas Team
Consumer Staples

Consumer Staples and Discretionary: Recession Risk Rising

Kathleen Wong
REITs

Canadian REITs: Thinking Long-Term (Incentives)

Howard Leung
Neighbourly Pharmacy Inc. - Consumer Staples

Q1-F23: A Recession-Resistant Stock - Neighbourly Pharmacy Inc.

Kathleen Wong
Restaurant Brands International - Consumer Discretionary

Q2-F22: Firing on All Cylinders - Restaurant Brands International Inc.

Kathleen Wong
Daily Ledger: Banks, ATD, Fact-Finder Video, Housing Sentiment, Housing Conference

Veritas Team
The Lion Electric Company - Industrials

Predator or Prey?

Brent Levenstadt

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