TSX:TFII
TSX:TFIITransportation

Evaluating TFI International (TSX:TFII) After Resilient Performance in a Tough Freight and LTL Market

Resilience and Market Dynamics Put TFI International Back in Focus Increased attention on TFI International (TSX:TFII) is being driven by how steadily it is navigating weak freight demand, sticky inflation, and softer consumer spending, while still capitalizing on tighter capacity in the less than truckload market. See our latest analysis for TFI International. That resilience has not yet translated into headline-grabbing gains, with a sharp year to date share price return of negative 29.11...
TSX:NG
TSX:NGMetals and Mining

What NovaGold Resources (TSX:NG)'s Donlin Assays and FAST-41 Win Mean For Shareholders

NovaGold Resources has reported final assay results from its 2025 Donlin Gold drill program and key permitting advances, including FAST-41 acceptance and an Alaska Supreme Court ruling upholding water rights and a state pipeline right-of-way, marking meaningful progress for what it anticipates could become America’s largest gold mine. By combining high-grade drill intersections with a clearer federal permitting pathway and a forthcoming Bankable Feasibility Study, the company is tightening...
TSX:FFH
TSX:FFHInsurance

Fairfax Financial (TSX:FFH) Valuation After $300m Preferred Share Redemption Plan and Capital Structure Shift

Fairfax Financial Holdings (TSX:FFH) has put a spotlight on its capital structure, confirming plans to redeem all outstanding Series I and Series J preferred shares for about CAD 300 million at the end of December 2025. See our latest analysis for Fairfax Financial Holdings. That capital return move lands after a solid run, with Fairfax’s share price still up a robust year to date and a remarkable multi year total shareholder return that indicates long term momentum remains firmly intact...
TSX:TSU
TSX:TSUInsurance

Is Trisura’s Renewed Buyback And Automatic Plan Reshaping The Capital Allocation Story For TSX:TSU?

Earlier this week, Trisura Group Ltd. renewed its Normal Course Issuer Bid, authorizing the repurchase and cancellation of up to 1,427,012 common shares, or about 2.98% of its issued share capital, through December 8, 2026, mainly to offset equity incentive dilution and return capital to shareholders. An interesting aspect of this new buyback is Trisura’s plan to use an automatic share purchase arrangement, allowing repurchases to continue even during blackout periods when management would...
TSX:CM
TSX:CMBanks

How Investors Are Reacting To Canadian Imperial Bank of Commerce (TSX:CM) Earnings Beat And Dividend Hike

Canadian Imperial Bank of Commerce recently reported full-year net income of C$8.43 billion for the period ended October 31, 2025, with basic earnings per share from continuing operations rising to C$8.62, and announced a quarterly common dividend increase to C$1.07 per share. Alongside this earnings strength, CIBC is reshaping its leadership in technology, data, AI, and human resources, highlighting a focus on modernization and culture while also tapping fixed-income markets with new senior...
TSX:GIB.A
TSX:GIB.AIT

CGI Valuation After Share Price Pullback and New Digital Transformation Contracts

If you have been wondering whether CGI is quietly turning into a value opportunity after a rough stretch, you are not alone. That is exactly what we are going to unpack. The stock is up 2.6% over the last week and 1.2% over the last month, but it still sits around 18.9% lower year to date and 19.7% below where it was a year ago, despite posting 3 year and 5 year gains of 10.6% and 33.1%. Recent headlines have focused on CGI expanding its digital transformation and IT services footprint...
TSX:EFR
TSX:EFROil and Gas

Why Energy Fuels (TSX:EFR) Is Up 6.6% After Uranium Demand Jumps On Nuclear Interest – And What's Next

Recently, Energy Fuels Inc. emerged as a top gainer on the Toronto Stock Exchange, as investors reacted to renewed global uranium demand and growing interest in nuclear energy as a lower-carbon power source. This surge in attention highlights how Energy Fuels’ uranium extraction and recovery focus is aligning with policy and industry momentum toward sustainable energy solutions, despite ongoing profitability pressures. We’ll now examine how this renewed uranium enthusiasm and focus on...
TSX:NPI
TSX:NPIRenewable Energy

Northland Power (TSX:NPI): Valuation Check After Director’s 7,000-Share Insider Purchase

A director at Northland Power (TSX:NPI) just bought 7,000 common shares, a fresh insider purchase that naturally raises the question: is the market underappreciating this dividend paying renewables name? See our latest analysis for Northland Power. That insider purchase comes after a tough stretch for the stock, with a roughly 32 percent 1 month share price return decline and multi year total shareholder returns still deeply negative. This suggests sentiment may be washed out even as...
TSX:NGD
TSX:NGDMetals and Mining

Has New Gold’s 182% Surge in 2024 Run Ahead of Its Fundamentals?

Wondering if New Gold is still a smart buy after its huge run, or if you have already missed the boat? This breakdown will help you decide whether the current price still stacks up against its fundamentals. The stock has been on a wild ride, up 181.7% year to date and 167.6% over the last year, even after a recent 6.7% pullback in the past week and an 11.1% gain over the last month. That surge has come as investors have piled into gold and copper names, with New Gold riding the wave of...
TSX:SGD
TSX:SGDMetals and Mining

Snowline Gold (TSX:SGD) Is Up 6.1% After Expanding Yukon Deposit And TSX Uplisting Plan - Has The Bull Case Changed?

In late November 2025, Snowline Gold announced additional drill results from its Rogue and Einarson projects in Yukon, confirming and expanding gold mineralization at the Valley deposit and identifying a new mineralized zone near the intrusion’s eastern margin. These results, alongside progress toward a future Prefeasibility Study and an upcoming move from the TSX Venture Exchange to the Toronto Stock Exchange, suggest the company is transitioning from early exploration toward more advanced...
TSX:TVE
TSX:TVEOil and Gas

Tamarack Valley Energy (TSX:TVE) Valuation After 2026 Budget, Clearwater Focus and Weaker Oil Price Outlook

Tamarack Valley Energy (TSX:TVE) just laid out its 2026 game plan, pairing fresh production guidance with a detailed capital budget that leans into Clearwater and Charlie Lake while acknowledging softer oil price expectations. See our latest analysis for Tamarack Valley Energy. That cautious 2026 budget and the addition of seasoned operator Craig Bryksa to the board are landing in a strong backdrop, with Tamarack’s share price up about 55% over 3 months and its 1 year total shareholder return...
TSX:FVI
TSX:FVIMetals and Mining

Is Fortuna Mining’s (TSX:FVI) Séguéla Expansion Study Quietly Redefining Its Risk And Growth Balance?

In recent days, Fortuna Mining Corp. awarded Lycopodium Minerals Canada Ltd. a contract to study expanding the Séguéla Mine processing plant in Côte d’Ivoire, targeting a 15–40% increase in throughput and the potential to lift annual gold output above 200,000 ounces. This move underscores Fortuna’s push toward 500,000 ounces of annual gold equivalent production within three years, highlighting Séguéla’s central role in its growth and asset-concentration risk profile. We’ll now examine how...
TSX:MFI
TSX:MFIFood

Maple Leaf Foods (TSX:MFI) Valuation After New Team Canada Olympic Partnership and Marketing Push

Maple Leaf Foods (TSX:MFI) just scored a high visibility win, becoming the Official Protein Partner of Team Canada for the 2026 and 2028 Olympics, supported by a new national marketing push. See our latest analysis for Maple Leaf Foods. That Olympic tie up lands at an interesting moment, with Maple Leaf Foods’ share price at CA$25.30 and showing a solid 24.26% year to date share price return. Its 1 year total shareholder return of 32.03% and 3 year total shareholder return of 35.00% suggest...
TSX:BCE
TSX:BCETelecom

Assessing BCE (TSX:BCE) Valuation After Dividend Cut, Costly Acquisition, and Strategic Shift Toward AI Services

Dividend Cut, Acquisition, and a Strategic Pivot BCE (TSX:BCE) just stunned income investors with a 56% dividend cut tied to an expensive acquisition, a combination that signals a serious reset as management leans harder into technology-driven services. Instead of simply treating this as a setback, the move pushes investors to reconsider BCE as a maturing telecom that is using its cash flow to reduce debt, reshape its balance sheet, and fund newer growth engines such as AI-powered enterprise...
TSX:AC
TSX:ACAirlines

Is Air Canada’s New Toronto–Rio Route a Strategic Test of Long-Haul Expansion Ambitions (TSX:AC)?

Air Canada recently launched its first seasonal Toronto–Rio de Janeiro route, operating three times weekly on a Boeing 787-9 Dreamliner with multiple cabin classes and premium ground services, and running through March 2026. This new link into Brazil strengthens Air Canada’s international footprint while also deepening the value of its Aeroplan ecosystem through onboard connectivity perks. We’ll now examine how this added Toronto–Rio long-haul capacity fits into Air Canada’s existing...
TSX:CCO
TSX:CCOOil and Gas

Will Cameco’s (TSX:CCO) Nuclear Platform Push at Resourcing Tomorrow Change Its Investment Narrative?

Cameco Corporation recently presented at the Mines and Money @ Resourcing Tomorrow conference in London, with Global Managing Director Dominic Kieran outlining the company’s role across uranium supply, fuel services, and Westinghouse-linked technologies. This appearance highlighted how Cameco is increasingly positioned as a multi-layered nuclear energy supplier, tying together long-duration reactor demand, fuel security, and value-added services within one integrated platform. We’ll now...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Bombardier’s Expanding Abu Dhabi Aftermarket Hub Might Change The Case For Investing In Bombardier (TSX:BBD.B)

Bombardier recently reported major construction progress on its new 120,000 sq. ft. service centre at Abu Dhabi’s Al Bateen Executive Airport, part of a broader global expansion that now includes new U.S. capacity in Fort Wayne and an added paint shop at London-Biggin Hill. This build-out of maintenance, repair, and overhaul infrastructure is central to Bombardier’s push to grow higher-margin aftermarket revenues and deepen support for its Global, Challenger, and Learjet fleets, including...
TSX:SU
TSX:SUOil and Gas

Evaluating Suncor Energy (TSX:SU)’s Valuation After Strong Q3 Beat, Guidance Hike and Dividend Increase

Suncor Energy (TSX:SU) just delivered a quarterly update that checked several key boxes for investors, with an earnings beat, record upstream output, higher guidance, and a dividend bump all arriving at once. See our latest analysis for Suncor Energy. Those solid fundamentals help explain why, despite a recent pullback and a 1 day share price return of minus 2.05 percent, Suncor still boasts a strong year to date share price return alongside a robust multi year total shareholder return. This...
TSX:CVE
TSX:CVEOil and Gas

Cenovus Energy (TSX:CVE) valuation check after new CAD 1.04 billion omnibus shelf registration filing

Cenovus Energy (TSX:CVE) just set up a CAD 1.04 billion omnibus shelf registration, giving management the flexibility to tap markets with debt, equity, or hybrid securities as conditions evolve. See our latest analysis for Cenovus Energy. The filing lands against a constructive backdrop, with Cenovus posting a roughly 15% year to date share price return and a 1 year total shareholder return near 24%, suggesting momentum is quietly building as investors reassess its cash generation and balance...
TSX:IVN
TSX:IVNMetals and Mining

Has the Copper Rebound Made Ivanhoe Mines Too Pricey in 2025?

Wondering if Ivanhoe Mines is a bargain after all the buzz, or if the market already sees what you are hoping to find? This breakdown is designed to cut through the noise and focus squarely on value. Despite being down 14.6% year to date and 24.4% over the last year, the stock has clawed back some ground with a 14.0% gain over the past month and a small 0.7% rise in the last week. Those swings have come as investors refocus on Ivanhoe's long term copper growth story and its portfolio of tier...
TSX:MDA
TSX:MDAAerospace & Defense

How Investors Are Reacting To MDA Space (TSX:MDA) New Debt Deal And RADARSAT+ Contract Win

MDA Space Ltd. recently completed the pricing of a C$250 million private placement of 7.00% senior unsecured notes due 2030, while also securing a C$44.7 million Canadian government contract for long lead parts for a RADARSAT Constellation Mission replenishment satellite under the RADARSAT+ Earth observation initiative. The Canadian government’s stated intention to have MDA Space build, test, and launch the replenishment satellite, plus its inclusion in a concept study for a next-generation...
TSX:BN
TSX:BNCapital Markets

Brookfield (TSX:BN) Valuation Check After $11 Billion AI Data Center Expansion in India

Brookfield (TSX:BN) is back on investors radar after stepping into Digital Connexions, a Reliance joint venture planning to pour $11 billion into AI driven data centers in Indias Andhra Pradesh. See our latest analysis for Brookfield. Despite a soft 1 day share price return of 1.01 percent to about 64.54 dollars, Brookfield’s 16.79 percent year to date share price return and triple digit multi year total shareholder returns suggest momentum is still building as investors warm to its AI...
TSX:TD
TSX:TDBanks

Toronto-Dominion Bank (TSX:TD) Valuation Check After Strong Earnings Jump and Dividend Policy Shift

Toronto-Dominion Bank (TSX:TD) just paired a strong full year earnings jump with a shift to semi annual dividend reviews, backing that up with a CAD 1.08 quarterly payout to common shareholders. See our latest analysis for Toronto-Dominion Bank. Those dividend moves land on top of a strong run, with the share price at about CA$122.20 and a year to date share price return of nearly 60 percent, backed by a 1 year total shareholder return above 70 percent. This signals momentum that is still...
TSX:T
TSX:TTelecom

TELUS (TSX:T) Valuation After Dividend Growth Pause and Balance Sheet Reset Plans

TELUS (TSX:T) just made a clear pivot, pausing its dividend growth plan while rolling out ambitious free cash flow targets and fresh debt offerings. This shift directly reframes how investors should think about the stock. See our latest analysis for TELUS. The market reaction has been cautious, with the latest share price at about $18.70 and a 30 day share price return of roughly negative 9.5% adding to a deeper 90 day slide. The 1 year total shareholder return near negative 9.6% shows...