VERITAS Investment Research - What's Trending

THIS MONTH

V-List Performance - April 2026

Veritas Team
Financials

Canadian Banks Q2-F26 Preview: The Ascent Continues

Shalabh Garg
REITs and Real Estate

Veritas Sells: S-List May 2026

Veritas Team
Nvidia Corp. - Information Technology

Q1-F27: Funding the Frontier

Benjamin Butler
V-List Changes: Adding CVE

Veritas Team
Canadian Housing Market Riskometer: Tentative Stability, Lower Rents on the Horizon

Shalabh Garg
Energy

Veritas Oil & Gas Gauge - April 2026

Darryl McCoubrey
Shopify Inc. - Information Technology

Q1-F26: Strong Execution, Limited Margin of Safety - Shopify Inc.

Liam Gallagher
Brookfield Corporation - Financials

Context Provided, Core Questions Remain

Dimitry Khmelnitsky
REITs and Real Estate

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

Shalabh Garg
Energy

Oil & Gas: Sharing the Windfall Wealth

Darryl McCoubrey
Financials

Canadian Banks: A New Layer of Competitive Moat with AI-enabled Banking

Shalabh Garg
Materials

Gold Outlook Reduced, Target Prices Lowered Modestly

Martin Pradier
Royal Bank of Canada - Financials

Q2-F26: Earnings Flywheel Intact - Royal Bank of Canada

Shalabh Garg
Industrials

Diversified Industrials Q1-F26 Recap: Rocky Road to Recovery

Will Guy
Fortis Inc. - Utilities

Q1-F26: Transient Headwinds, Structural Progress - Fortis Inc.

Benjamin Butler
Magna International Inc. - Consumer Discretionary

Q1-F26: A FCF and Buyback Story - Magna International Inc.

Will Guy
Manulife Financial Corp. - Financials

Q1-F26: Asia Does The Heavy Lifting - Manulife Financial Corp.

Roshan Paunikar
Sun Life Financial Inc. - Financials

Q1-F26: Well Positioned For A Stronger Second Half - Sun Life Financial Inc.

Roshan Paunikar
Financials

Brookfield Wealth: Veritas Analysis + the CFO's Perspective - Webinar

Dimitry Khmelnitsky

THIS WEEK

V-List Changes: Adding CVE

Veritas Team
V-List Performance - April 2026

Veritas Team
REITs and Real Estate

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

Shalabh Garg
Financials

Canadian Banks Q2-F26 Preview: The Ascent Continues

Shalabh Garg
Materials

Gold Outlook Reduced, Target Prices Lowered Modestly

Martin Pradier
Royal Bank of Canada - Financials

Q2-F26: Earnings Flywheel Intact - Royal Bank of Canada

Shalabh Garg
Nvidia Corp. - Information Technology

Q1-F27: Funding the Frontier

Benjamin Butler
REITs and Real Estate

Veritas Sells: S-List May 2026

Veritas Team
Toronto Dominion Bank - Financials

Q2-F26: Growth Ramping Up - Toronto Dominion Bank

Shalabh Garg
Bank of Montreal - Financials

Q2-F26: Awaiting the Growth Inflection - Bank of Montreal

Shalabh Garg
Bank of Nova Scotia - Financials

Q2-F26: Optimization Gains Coming Through - Bank of Nova Scotia

Shalabh Garg
Canadian Imperial Bank of Commerce - Financials

Q2-F26: Staying Disciplined - Canadian Imperial Bank of Commerce

Shalabh Garg
National Bank of Canada - Financials

Q2-F26: The Party Continues For Now - National Bank of Canada

Shalabh Garg
Fact Finder Video 138: - The Great Canadian Debate: Housing, Productivity and Fairness - With Paul Kershaw

Anthony Scilipoti
Energy

Oil & Gas: Sharing the Windfall Wealth

Darryl McCoubrey
Nvidia Corp. - Information Technology

GPU Money-Go-Round

Benjamin Butler
Financials

Canadian Banks: A New Layer of Competitive Moat with AI-enabled Banking

Shalabh Garg
Report on Dividends: Outlook for 2026

Veritas Team
Nvidia Corp. - Information Technology

The Financial Engineering of AI

Benjamin Butler
Financials

US P&C Banking: Gold Mine or Land Mine for Canadian Banks?

Shalabh Garg

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