VERITAS Investment Research - What's Trending

THIS MONTH

V-List Performance - May 2026

Veritas Team
REITs and Real Estate

Veritas Sells: S-List May 2026

Veritas Team
V-List Changes: Adding CVE

Veritas Team
Nvidia Corp. - Information Technology

Q1-F27: Funding the Frontier

Benjamin Butler
Financials

Canadian Banks Q2-F26 Review: Momentum Persists

Shalabh Garg
Financials

Canadian Banks Q2-F26 Preview: The Ascent Continues

Shalabh Garg
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
Materials

Gold Outlook Reduced, Target Prices Lowered Modestly

Martin Pradier
Canadian National Railway Co. - Industrials

The Second Act

Will Guy
Element Fleet Management - Industrials

Under The Hood, The Service Engine Is Still Running

Roshan Paunikar
Royal Bank of Canada - Financials

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

Shalabh Garg
Materials

Higher Copper Prices Lift Targets; Hudbay Remains Our Preferred Exposure

Martin Pradier
Evaluating the Quality of the Margin and FCF Story

Kathleen Wong
Fact Finder Video 139 - Patience, Pain & Prem Watsa - With David Thomas

Anthony Scilipoti
Energy

Veritas Oil & Gas Gauge - May 2026

Darryl McCoubrey
Financials

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

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

Anthony Scilipoti
Report on Dividends: Outlook for 2026

Veritas Team
Toronto Dominion Bank - Financials

Q2-F26: Growth Ramping Up - Toronto Dominion Bank

Shalabh Garg

THIS WEEK

V-List Performance - May 2026

Veritas Team
Evaluating the Quality of the Margin and FCF Story

Kathleen Wong
Canadian National Railway Co. - Industrials

The Second Act

Will Guy
Financials

Canadian Banks Q2-F26 Review: Momentum Persists

Shalabh Garg
Energy

Veritas Oil & Gas Gauge - May 2026

Darryl McCoubrey
Canadian National Railway Co. - Industrials

Journal: CNR: Upside Scenarios; SpaceX, Passive Investing, and Why This May Be a Market Top

Veritas Team
REITs and Real Estate

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

Shalabh Garg
Report on Dividends: Outlook for 2026

Veritas Team
Summary Report - Veritas 13th Annual Great Canadian Real Estate Conference: The Reckoning?

Scott Adams
Industrials

Diversified Industrials Q1-F26 Recap: Rocky Road to Recovery

Will Guy
Energy

Oil & Gas: Sharing the Windfall Wealth

Darryl McCoubrey
Nvidia Corp. - Information Technology

The Hidden Tailwind: Extending Useful Lives in AI Infrastructure

Benjamin Butler
REITs and Real Estate

Veritas Sells: S-List May 2026

Veritas Team
TFI International Inc. - Industrials

Q1-F26: Don't Stop Me Now - TFI International Inc.

Will Guy
BCE Inc. - Communication Services

Q1-F26: AI Growth Optionality Meets Wireless Headwinds - BCE Inc.

Liam Gallagher
Materials

Higher Copper Prices Lift Targets; Hudbay Remains Our Preferred Exposure

Martin Pradier
Nvidia Corp. - Information Technology

Q1-F27: Funding the Frontier

Benjamin Butler
Nutrien Ltd. - Materials

Q1-F26: Fertilizer Markets Tight, But Peace Risks Loom Over the Trade - Nutrien Ltd.

Martin Pradier
Nvidia Corp. - Information Technology

NVIDIA and Big Tech: Extending the Growth Cycle

Veritas Team
Capital Power Corp. - Utilities

Q1-F26: Reconciling Value Differences - Capital Power Corp.

Darryl McCoubrey

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