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THIS MONTH
Financials
Canadian Banks: Preparing for Higher PCLs
Shalabh Garg
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A Blueprint for Sustainable Capital Returns
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Consumer Discretionary
Tariff Fallout: Assessing EBITDA Impact Across Fashion Retail Names
Kathleen Wong
Nvidia's CoreWeave - A Familiar Story
Anthony Scilipoti
Materials
Gold Price Increased to $3200 and Q1-F25 Preview
Martin Pradier
Metro Inc - Consumer Staples
Q2-F25: A Defensive Stock to Weather the Storm - Metro Inc.
Kathleen Wong
Energy
Battening Down the Base Case
Darryl McCoubrey
Consumer Discretionary
Braking Bad: Canadian Auto Suppliers
Will Guy
Information Technology
Buy Canada Series - Telcos and Tech - Video With Liam Gallagher
Liam Gallagher
TFI International Inc. - Industrials
Q1-F25: Gaining Traction - TFI International Inc.
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Canadian Pacific Kansas City Ltd. - Industrials
Q1-F25: Earnings Engine Unbowed - Canadian Pacific Kansas City Ltd.
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Financials
Canadian Banks: Preparing for Higher PCLs - Chartbook
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Financials
S-List April Update
Veritas Team
Royal Bank of Canada - Financials
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V-List Performance - April 2025
Veritas Team
Rogers Communications Inc. - Communication Services
Q1-F25: Steady Despite a Challenging Environment - Rogers Communications Inc.
Liam Gallagher
Canadian National Railway Co. - Industrials
Q1-F25: Navigating an Import Air Pocket - Canadian National Railway Co.
Will Guy
V-List Changes: Removing MGA
Veritas Team
Brookfield Infrastructure Partners L.P. - Utilities
Q1-F25: Capital Recycling And Trade Protection - Brookfield Infrastructure Partners L.P.
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Information Technology
Buy Canada Series - Telcos and Tech - Slides With Liam Gallagher
Liam Gallagher
THIS WEEK
V-List Performance - April 2025
Veritas Team
Canadian National Railway Co. - Industrials
Q1-F25: Navigating an Import Air Pocket - Canadian National Railway Co.
Will Guy
Canadian Pacific Kansas City Ltd. - Industrials
Q1-F25: Earnings Engine Unbowed - Canadian Pacific Kansas City Ltd.
Will Guy
Brookfield Renewable Partners L.P. - Utilities
Q1-F25: Capital Recycling Reliance - Brookfield Renewable Partners L.P.
Benjamin Butler
Bombardier Inc. - Industrials
Q1-F25: Breaking Down New Guidance - Bombardier Inc.
Dan Fong
Lumine Group Inc. - Information Technology
Q1-F25: Organic Growth Turning the Corner - Lumine Group Inc.
Liam Gallagher
Financials
Canadian Banks: Preparing for Higher PCLs
Shalabh Garg
Financials
Canadian Banks: Performing PCLs Calculator Spreadsheet - Video with Shalabh Garg
Shalabh Garg
Brookfield Asset Management Ltd. - Financials
Q1-F25: Solid Improvement - Brookfield Asset Management Inc.
Dimitry Khmelnitsky
Brookfield Business Partners L.P. - Industrials
Q1-F25: Navigating Economic Challenges - Brookfield Business Partners L.P.
Dimitry Khmelnitsky
Altagas Ltd. - Utilities
Q1-F25: Growth Priced In - Altagas Ltd.
Benjamin Butler
Allied Properties REIT - REITs and Real Estate
Q1-F25: On the Right Track - Allied Properties REIT
Shalabh Garg
Loblaw Companies Limited - Consumer Staples
Q1-F25: Justifying Premium Valuation - Loblaw Companies Ltd.
Kathleen Wong
Brookfield Infrastructure Partners L.P. - Utilities
Q1-F25: Capital Recycling And Trade Protection - Brookfield Infrastructure Partners L.P.
Dimitry Khmelnitsky
Information Technology
AGM Preview: Burning Questions
Liam Gallagher
TC Energy Corp. - Energy
Q1-F25: A Baseload Boom - TC Energy Corp.
Darryl McCoubrey
BCE Inc. - Communication Services
A Blueprint for Sustainable Capital Returns
Liam Gallagher
Nvidia's CoreWeave - A Familiar Story
Anthony Scilipoti
Magna International Inc. - Consumer Discretionary
Q1-F25: Weighing the Decrementals - Magna International Inc.
Will Guy
Lundin Mining Corp. - Materials
New Discoveries Make it a World Class Copper Project
Martin Pradier
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