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THIS MONTH
V-List Performance - January 2026
Veritas Team
S-List January 2026
Veritas Team
Report on Dividends: Outlook for 2026
Veritas Team
V-List Changes: Removing ABX
Veritas Team
Energy
Best Ideas for 2026 - Webinar
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Financials
Canadian Banks: What to Watch For In Q1-F26
Shalabh Garg
Nvidia Corp. - Information Technology
The Financial Engineering of AI
Benjamin Butler
Canadian Housing Market Riskometer: Flat Population, Elevated Inventory - The Setup for 2026
Shalabh Garg
Financials
The Steep Curve Is An On-Ramp
Roshan Paunikar
Nvidia Corp. - Information Technology
The Hidden Tailwind: Extending Useful Lives in AI Infrastructure
Benjamin Butler
Financials
US P&C Banking: Gold Mine or Land Mine for Canadian Banks?
Shalabh Garg
Materials
Changing Metal Prices, Price Targets and Q4-F25 Preview
Martin Pradier
Canadian MICs: The Bloom is off the Rose
Roshan Paunikar
Best Ideas for 2026 - Slides
Veritas Team
Industrials
Can Trump "Moneyball" His Tariff Regime
Will Guy
Shopify Inc. - Information Technology
Q4-F25: Strong Execution, Valuation Still Full - Shopify Inc.
Liam Gallagher
Energy
Veritas Oil & Gas Gauge - January 2026
Darryl McCoubrey
Barrick Mining Corp. - Materials
Q4-F25: Outlook Is Not As Advertised - Barrick Gold Corp.
Martin Pradier
Canadian Pacific Kansas City Ltd. - Industrials
Q4-F25: Pricing vs. Perception - Canadian Pacific Kansas City Ltd.
Will Guy
Telus Corporation - Communication Services
Q4-F25: Passing the Baton, Inheriting the Burden - Telus Corp.
Liam Gallagher
THIS WEEK
V-List Performance - January 2026
Veritas Team
S-List January 2026
Veritas Team
V-List Changes: Removing ABX
Veritas Team
Report on Dividends: Outlook for 2026
Veritas Team
Financials
Canadian Banks: What to Watch For In Q1-F26
Shalabh Garg
Canadian Housing Market Riskometer: Flat Population, Elevated Inventory - The Setup for 2026
Shalabh Garg
Energy
Best Ideas for 2026 - Webinar
Veritas Team
Industrials
Can Trump "Moneyball" His Tariff Regime
Will Guy
Industrials
Daily Ledger: AC, MGA, ENB, TRP, WPM, LUN, SLF, GWO, MFC, T, BBD.b, QSR, BN, SHOP
Veritas Team
Canadian MICs: The Bloom is off the Rose
Roshan Paunikar
Agnico Eagle Mines Ltd. - Materials
Q4-F25: Are They Looking for Larger Acquisitions? - Agnico-Eagle Mines Ltd.
Martin Pradier
Nutrien Ltd. - Materials
Q4-F25: Outlook Improved due to Higher Fertilizer Prices - Nutrien Ltd.
Martin Pradier
Enbridge Inc. - Energy
Q4-F25: Gas Pipelines Fuel Growth - Enbridge Inc.
Darryl McCoubrey
TC Energy Corp. - Energy
Q4-F25: Picking Up the Pace - TC Energy Corp.
Darryl McCoubrey
Nvidia Corp. - Information Technology
The Financial Engineering of AI
Benjamin Butler
Cenovus Energy Inc. - Energy
Q4-F25: Quick Out of the Gate - Cenovus Energy Inc.
Darryl McCoubrey
Magna International Inc. - Consumer Discretionary
Q4-F25: Through the Upshift - Magna International Inc.
Will Guy
Energy
Journal: Lifecos & The Yield Curve; Recommendation Updates; More AI Accounting Snippets; Vancouver Condo Butterflies; V500: Celeration
Veritas Team
TFI International Inc. - Industrials
Q4-F25: Traffic Clearing Ahead - TFI International Inc.
Will Guy
Air Canada - Industrials
Q4-F25: Peak Cost Cycle Meets Rising Macro Risk - Air Canada
Dan Fong
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