VERITAS Investment Research - What's Trending

THIS MONTH

V-List Performance - March 2026

Veritas Team
S-List March 2026

Veritas Team
Materials

The Canary in the Gold Mine

Martin Pradier
Financials

Canadian Banks: Slope Gets Slipperier

Shalabh Garg
Vancouver Condo Mystery Shop 2026: The Chorus Has Changed

Anthony Scilipoti
REITs and Real Estate

Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify

Shalabh Garg
Dollarama Inc. - Consumer Staples

Q4-F26: Australia Drag. Canada Intact. - Dollarama Inc.

Kathleen Wong
Energy

Energy Sector: Repricing on Middle East Risk - Webinar with Darryl McCoubrey

Darryl McCoubrey
Utilities

No Place to Hide - Compressing Equity Risk Premiums

Benjamin Butler
Energy

Veritas Oil & Gas Gauge - March 2026

Darryl McCoubrey
Energy

Oil & Gas: Repricing on Middle East Risk

Darryl McCoubrey
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
Materials

Gold, Silver, Copper and the Oil Factor: Positioning for What’s Next

Martin Pradier
Energy

Energy Sector: Repricing on Middle East Risk - Slides with Darryl McCoubrey

Darryl McCoubrey
Materials

Gold Companies: New Targets, New Opportunities

Martin Pradier
Constellation Software Inc. - Information Technology

Q4-F25: Compounding Through the Noise - Constellation Software Inc.

Liam Gallagher
Wheaton Precious Metals Corp. - Materials

Q4-F25: Growth Shines - Wheaton Precious Metals Corp.

Martin Pradier
Lundin Mining Corp. - Materials

Insights from Visiting Josemaria/El Filo

Martin Pradier
BCE Inc. - Communication Services

Attractive Economics, Counterparty Risk

Liam Gallagher

THIS WEEK

Vancouver Condo Mystery Shop 2026: The Chorus Has Changed

Anthony Scilipoti
V-List Performance - March 2026

Veritas Team
Energy

Veritas Oil & Gas Gauge - March 2026

Darryl McCoubrey
Materials

Gold, Silver, Copper and the Oil Factor: Positioning for What’s Next

Martin Pradier
Information Technology

AI Mythbusting: CSU and LMN.v - Webinar with Liam Gallagher

Liam Gallagher
Information Technology

AI Mythbusting: CSU and LMN.v - Slides with Liam Gallagher

Liam Gallagher
Financials

Canadian Banks: Slope Gets Slipperier

Shalabh Garg
REITs and Real Estate

Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify

Shalabh Garg
S-List March 2026

Veritas Team
Vancouver Condo Mystery Shop: February 2025

Anthony Scilipoti
Canadian Housing Market Riskometer: Flat Population, Elevated Inventory - The Setup for 2026

Shalabh Garg
Materials

The Canary in the Gold Mine

Martin Pradier
Report on Dividends: Outlook for 2026

Veritas Team
Dollarama Inc. - Consumer Staples

Q4-F26: Australia Drag. Canada Intact. - Dollarama Inc.

Kathleen Wong
Alimentation Couche-Tard Inc. - Consumer Staples

Q3-F26: Fuel Strength, Merchandise Momentum - Alimentation Couch-Tard Inc.

Kathleen Wong
Information Technology

Journal: CSU: Quantifying AI Disruption Risk; Gold Producers: Earnings Set to Rise 100%+; OSC and KPMG

Veritas Team
Nvidia Corp. - Information Technology

Q4-F26: Flammable Items Intensify

Benjamin Butler
Hudbay Minerals Inc. - Materials

Arizona Cactus: High Potential at Discount Price

Martin Pradier
Constellation Software Inc. - Information Technology

Q4-F25: Compounding Through the Noise - Constellation Software Inc.

Liam Gallagher
Brookfield Corporation - Financials

Q4-F25: Insurance Drives The Narrative - Brookfield Corp.

Dimitry Khmelnitsky

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