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THIS MONTH
V-List Performance - February 2026
Veritas Team
Nvidia Corp. - Information Technology
Q4-F26: Flammable Items Intensify
Benjamin Butler
V-List Changes: Removing ABX
Veritas Team
Materials
Gold Companies: New Targets, New Opportunities
Martin Pradier
Energy
Veritas Oil & Gas Gauge - February 2026
Darryl McCoubrey
Energy
Oil & Gas: Repricing on Middle East Risk
Darryl McCoubrey
Materials
The Canary in the Gold Mine
Martin Pradier
Financials
Canadian Banks Q1-F26 Review: Shrugging Off Uncertainty
Shalabh Garg
Report on Dividends: Outlook for 2026
Veritas Team
Lumine Group Inc. - Information Technology
Q4-F25: False Start on AI Fears - Lumine Group Inc.
Liam Gallagher
Constellation Software Inc. - Information Technology
Q4-F25: Compounding Through the Noise - Constellation Software Inc.
Liam Gallagher
Industrials
Can Trump "Moneyball" His Tariff Regime
Will Guy
Canadian Housing Market Riskometer: Flat Population, Elevated Inventory - The Setup for 2026
Shalabh Garg
Utilities
No Place to Hide - Compressing Equity Risk Premiums
Benjamin Butler
Energy
Energy Sector: Repricing on Middle East Risk - Webinar with Darryl McCoubrey
Darryl McCoubrey
Energy
Best Ideas for 2026 - Webinar
Veritas Team
Cenovus Energy Inc. - Energy
Q4-F25: Quick Out of the Gate - Cenovus Energy Inc.
Darryl McCoubrey
Alimentation Couche-Tard Inc. - Consumer Staples
Replicating Fuel Playbook in Merchandise
Kathleen Wong
REITs and Real Estate
Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify
Shalabh Garg
Industrials
Diversified Industrials Q4-F25 Recap: "Baby, I Can See Your HALO"
Will Guy
THIS WEEK
Materials
The Canary in the Gold Mine
Martin Pradier
V-List Performance - February 2026
Veritas Team
Energy
Energy Sector: Repricing on Middle East Risk - Webinar with Darryl McCoubrey
Darryl McCoubrey
REITs and Real Estate
Canadian REITs Q4-F25 Recap - Macro Headwinds Intensify
Shalabh Garg
Alimentation Couche-Tard Inc. - Consumer Staples
Q3-F26: Fuel Strength, Merchandise Momentum - Alimentation Couch-Tard Inc.
Kathleen Wong
Energy
Energy Sector: Repricing on Middle East Risk - Slides with Darryl McCoubrey
Darryl McCoubrey
Energy
Oil & Gas: Repricing on Middle East Risk
Darryl McCoubrey
BCE Inc. - Communication Services
Attractive Economics, Counterparty Risk
Liam Gallagher
Wheaton Precious Metals Corp. - Materials
Q4-F25: Growth Shines - Wheaton Precious Metals Corp.
Martin Pradier
Veritas Sells: S-List March 2026
Veritas Team
Utilities
No Place to Hide - Compressing Equity Risk Premiums
Benjamin Butler
Franco-Nevada Corp. - Materials
Q4-F25: Strong Quarter But Cobre Panama Is The Key - Franco-Nevada Corp.
Martin Pradier
Materials
Gold Companies: New Targets, New Opportunities
Martin Pradier
Empire Company Ltd. - Consumer Staples
Q3-F26: Resetting Online Grocery Economics - Empire Company Ltd.
Kathleen Wong
Report on Dividends: Outlook for 2026
Veritas Team
Alimentation Couche-Tard Inc. - Consumer Staples
Replicating Fuel Playbook in Merchandise
Kathleen Wong
Industrials
Diversified Industrials Q4-F25 Recap: "Baby, I Can See Your HALO"
Will Guy
Lumine Group Inc. - Information Technology
Q4-F25: False Start on AI Fears - Lumine Group Inc.
Liam Gallagher
Nvidia Corp. - Information Technology
GPU Money-Go-Round
Benjamin Butler
Energy
Veritas Oil & Gas Gauge - February 2026
Darryl McCoubrey
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