TSX:PBH
TSX:PBHFood

Premium Brands Holdings (TSX:PBH) Valuation After Record Q3 Sales, Major Product Launch and Capacity Expansion

Premium Brands Holdings (TSX:PBH) just posted record Q3 sales, driven by organic growth and recent acquisitions, while rolling out its biggest ever product launch in grass fed beef sticks and increasing production capacity. See our latest analysis for Premium Brands Holdings. Investors seem to be warming back up to that story, with the share price at CA$102.76 after a roughly 16 percent 1 month share price return and a 35 percent 1 year total shareholder return. This suggests momentum is...
TSX:AYA
TSX:AYAMetals and Mining

Aya Gold & Silver (TSX:AYA): Valuation Check After High-Grade Zgounder and Record Boumadine Drill Results

Aya Gold & Silver (TSX:AYA) just delivered another batch of high grade drill results from Zgounder and a record mineralized intercept at Boumadine, extending mineralization and sharpening the growth story around both Moroccan assets. See our latest analysis for Aya Gold & Silver. The market seems to be catching on to that story, with Aya Gold & Silver’s roughly 67.9% year to date share price return and 5 year total shareholder return above 500% pointing to building momentum around its...
TSX:BNS
TSX:BNSBanks

What Bank of Nova Scotia (TSX:BNS)'s Strong Q4 Results and Capital Moves Mean For Shareholders

In early December 2025, Bank of Nova Scotia reported fourth-quarter and full-year 2025 results showing higher quarterly net interest income and net income, affirmed a Common Shares Dividend No. 626 of $1.10 per share payable on January 28, 2026, completed a share repurchase of 10,800,000 shares for $913 million, and issued $15 million of 4.63% Senior Notes due December 3, 2032. These updates highlight a bank simultaneously growing quarterly profitability, returning capital through dividends...
TSX:OR
TSX:ORMetals and Mining

OR Royalties (TSX:OR) Valuation After Renewed Share Buyback and Strong Recent Share Price Gains

OR Royalties (TSX:OR) just renewed its normal course issuer bid, giving management the green light to buy back and cancel up to 5% of its shares, which can be interpreted as a signal of confidence in the business. See our latest analysis for OR Royalties. That buyback renewal comes after a powerful run, with the share price at $48.08 and a year to date share price return of 79.07%. The five year total shareholder return of 240.67% shows longer term momentum has been firmly building rather...
TSXV:ALV
TSXV:ALVOil and Gas

Assessing Alvopetro Energy’s (TSXV:ALV) Valuation After Strong November Sales and Above-Contract Gas Deliveries

Alvopetro Energy (TSXV:ALV) just posted November sales of 2,851 barrels of oil equivalent per day, with natural gas deliveries running above contracted volumes despite planned facility shutdowns. That mix of resilience and efficiency has investors taking notice. See our latest analysis for Alvopetro Energy. Even with the latest operational strength, Alvopetro’s share price has cooled off in recent months, with a softer 90 day share price return offset by a still solid year to date gain and a...
TSX:SRU.UN
TSX:SRU.UNRetail REITs

High Walmart Occupancy And Redevelopment Push Might Change The Case For Investing In SmartCentres (TSX:SRU.UN)

In recent days, SmartCentres Real Estate Investment Trust has drawn attention for maintaining over 98% occupancy in its Walmart-anchored retail portfolio while advancing residential, seniors’ housing, and mixed-use redevelopment projects. At the same time, AI-generated trading signals highlighting specific long and short trading plans have amplified focus on SmartCentres’ dependable monthly distributions and redevelopment-driven growth potential. We’ll now examine how SmartCentres’ high...
TSX:EIF
TSX:EIFAirlines

Major Debenture Conversion Might Change The Case For Investing In Exchange Income (TSX:EIF)

Exchange Income Corporation has now completed the redemption of its 7‑year 5.25% Convertible Unsecured Subordinated Debentures due January 15, 2029, with holders converting CA$106,011,000 into common shares and the remaining CA$8,787,000 redeemed for cash on December 2, 2025. This large conversion of debentures into equity reshapes Exchange Income’s capital structure, with implications for future dilution, balance sheet flexibility, and funding options. We’ll now examine how this sizable...
TSX:RCI.B
TSX:RCI.BWireless Telecom

Is Rogers Communications (TSX:RCI.B) Undervalued After Its Recent Share Price Outperformance?

Rogers Communications (TSX:RCI.B) has quietly outperformed the broader Canadian telecom space this year, and that strength has some investors revisiting whether the recent pullback is a chance to add or trim. See our latest analysis for Rogers Communications. At around CA$50.69, Rogers’ year to date share price return of roughly 15.8% points to steady, if moderating, momentum, while the 1 year total shareholder return of about 9.6% shows gains that look respectable but not spectacular. If...
TSX:AG
TSX:AGMetals and Mining

What First Majestic Silver (TSX:AG)'s Convertible Note Refinance Means For Shareholders

First Majestic Silver Corp. recently closed a private placement of US$300 million in 0.125% unsecured convertible senior notes due 2031, plus an additional US$50 million from the over-allotment option, and will use part of the proceeds to repurchase about US$174.7 million of its 2027 convertible notes. This refinancing lowers near-term debt maturities while introducing potential future share dilution through the new conversion feature, reshaping the company’s capital structure and financial...
TSX:III
TSX:IIIMetals and Mining

Imperial Metals (TSX:III): Valuation Check After Strong 2025 Huckleberry Drilling Results and Share Price Surge

Imperial Metals (TSX:III) just reported that every one of the nine drillholes from its 2025 Huckleberry diamond drilling program hit copper, molybdenum, silver, and gold, a clean and data rich outcome for mine planning. See our latest analysis for Imperial Metals. The market seems to be noticing this steady stream of positive drilling news, with the share price at CA$7.98 and a roughly 318% year to date share price return helping drive a powerful upswing in long term total shareholder...
TSX:DSV
TSX:DSVMetals and Mining

Does Eric Sprott Exiting Insider Status Recast the Ownership Story for Discovery Silver (TSX:DSV)?

Discovery Silver Corp. recently reported that significant shareholder Eric Sprott, via Sprott Mining Inc., sold 1.40 million shares on the Toronto Stock Exchange, trimming his stake to about 9.99% and ending his insider status with the company. This shift removes a high-profile resource investor from Discovery Silver’s insider roster, potentially changing how some investors interpret future ownership disclosures and voting influence. We’ll now examine how Eric Sprott’s move below the insider...
TSX:ELD
TSX:ELDMetals and Mining

Did Higher Lamaque Reserves and 5% P&P Growth Just Shift Eldorado Gold's (TSX:ELD) Investment Narrative?

Eldorado Gold recently released updated mineral reserve and resource estimates as of September 30, 2025, reporting Proven and Probable gold reserves of 12.5 million ounces, around 5% higher than its prior statement and the highest level since acquiring the assets in 2017, with key updates across Lamaque, Perama Hill, Skouries, Olympias, and Kışladağ. The new reserve figures emphasize the long-term potential of the Lamaque Complex, where two underground mines offer strong conversion prospects...
TSX:LUG
TSX:LUGMetals and Mining

Will Lundin Gold’s (TSX:LUG) Aggressive 2026 Outlook and Record Exploration Spend Shift Its Narrative?

Lundin Gold recently released its 2026 and multi-year outlook, targeting 475,000–525,000 ounces of gold production from its Fruta del Norte mine in Ecuador, alongside US$75–US$90 million of sustaining capital and plans to evaluate expanding mine and mill capacity beyond 5,500 tonnes per day. The company also launched its largest-ever US$85 million exploration program, with 133,000 meters of drilling aimed at extending mine life and unlocking new growth options beyond its current production...
TSX:NWC
TSX:NWCConsumer Retailing

Is Stronger EPS With Flat Sales And A Steady Dividend Altering The Investment Case For North West (TSX:NWC)?

The North West Company Inc. has reported past third-quarter 2025 results, with sales of C$634.32 million and net income of C$40.07 million, alongside declaring a quarterly dividend of C$0.41 per share payable on January 15, 2026. Despite slightly lower quarterly sales than a year earlier, North West delivered higher net income and earnings per share, pointing to improved profitability. We’ll now look at how North West’s stronger earnings per share and confirmed dividend shape the company’s...
TSX:BTO
TSX:BTOMetals and Mining

The Bull Case For B2Gold (TSX:BTO) Could Change Following Goose Mine Production Guidance Cut

In late November 2025, B2Gold cut its 2025 gold production guidance for the Goose Mine to 50,000–80,000 ounces after encountering operational delays, while keeping guidance for its other mines unchanged. This shift places greater emphasis on how effectively B2Gold can manage project execution risk at Goose without disrupting its broader production plans. We’ll now examine how the Goose Mine’s reduced 2025 output expectations may alter B2Gold’s broader investment narrative and risk...
TSX:ASM
TSX:ASMMetals and Mining

Avino Silver & Gold Mines (TSX:ASM): Reassessing Valuation After Sustained Outperformance of the TSX Smallcap Index

Avino Silver & Gold Mines (TSX:ASM) is drawing fresh attention after extending its outperformance versus the soft TSX Smallcap Index, with earnings momentum and sector tailwinds helping it buck broader market weakness. See our latest analysis for Avino Silver & Gold Mines. The latest jump to a share price of $8.16 caps a powerful run, with a roughly 28% 1 month share price return feeding into a year to date gain above 480%. This suggests momentum is still building rather than fading. If...
TSX:FVI
TSX:FVIMetals and Mining

Has Fortuna Mining’s 2025 Surge Already Priced In Its Growth Potential?

If you are wondering whether Fortuna Mining is still good value after its big run up, or if you have missed the boat, you are in the right place to unpack what the current price really implies. The stock has cooled slightly over the last week, down 1.3%, but that comes after climbing 11.4% over the last month and surging 99.7% year to date, with a 153.1% gain over three years. Those moves have been driven by a mix of upbeat sentiment around gold and silver prices and growing investor...
TSX:WDO
TSX:WDOMetals and Mining

Assessing Wesdome Gold Mines (TSX:WDO) Valuation After New High‑Grade Kiena Exploration Results

Wesdome Gold Mines (TSX:WDO) just shook up the story at its Kiena Mine Complex with fresh surface exploration results, including high grade intercepts and a new take on Dubuisson’s vein orientations. See our latest analysis for Wesdome Gold Mines. That exploration update lands on top of strong recent momentum, with a 12.37% three month share price return, a 64.76% year to date share price gain, and a 190.05% three year total shareholder return, suggesting investors increasingly believe the...
TSX:VET
TSX:VETOil and Gas

Assessing Vermilion Energy (TSX:VET)’s Valuation After Its Recent Share Price Rebound

Vermilion Energy (TSX:VET) has been grinding through a mixed year in the market, but its recent share performance and improving earnings trend are starting to draw fresh attention from value focused energy investors. See our latest analysis for Vermilion Energy. Over the past few months, Vermilion’s 21.44% 3 month share price return stands in sharp contrast to its weaker year to date share price performance and modest 1 year total shareholder return. This hints at momentum rebuilding as...
TSX:L
TSX:LConsumer Retailing

Is It Too Late to Consider Loblaw After Its Strong Multi Year Share Price Rally?

If you are wondering whether Loblaw Companies is still a bargain after its long run up, or if new buyers are late to the party, this breakdown is designed to help you decide using numbers rather than noise. The stock has cooled slightly in the last week with a -0.5% move, but that follows a strong 8.5% rise over 30 days and gains of 29.2% year to date, 29.0% over 1 year, 105.8% over 3 years, and 302.5% over 5 years. Recent headlines have focused on Loblaw's role in Canada’s cost of living...
TSX:CSU
TSX:CSUSoftware

Reassessing Constellation Software (TSX:CSU) Valuation After Founder CEO Mark Leonard’s Sudden Resignation

Constellation Software (TSX:CSU) is back in focus after founder Mark Leonard abruptly resigned as CEO for health reasons, with long time insider Mark Miller stepping in as President and joining the board. See our latest analysis for Constellation Software. The leadership news lands after a difficult stretch, with the 90 day share price return down sharply and the 1 year total shareholder return negative, even though 3 and 5 year total shareholder returns still show strong compounding. This...
TSX:BB
TSX:BBSoftware

Is BlackBerry A Value Opportunity After Recent Cybersecurity Pivot And Share Price Rebound?

If you are wondering whether BlackBerry is quietly turning into a value opportunity after years in the wilderness, this piece will walk through whether the current share price still leaves upside on the table. The stock has had a choppy ride, up 7.9% over the last week and 11.1% year to date. That sits alongside a 54.2% gain over the past year and a still hefty 42.0% decline over five years. Recently, investors have been refocusing on BlackBerry’s pivot toward cybersecurity software and...
TSX:K
TSX:KMetals and Mining

Should Kinross Gold’s (TSX:K) Accelerated US$500 Million Debt Repayment Require Action From Investors?

On December 4, 2025, Kinross Gold Corporation repaid in full its outstanding 4.50% Senior Notes with a principal amount of US$500 million, bringing total debt repayments to US$1.50 billion across 2024 and 2025 and leaving US$750 million of Senior Notes outstanding, with the next maturity in 2033. This accelerated balance sheet cleanup highlights Kinross’s emphasis on reducing interest costs and financial risk, potentially giving it more room to fund projects and shareholder returns. With...
TSX:NXE
TSX:NXEOil and Gas

Key Federal Hearing for Rook I Might Change The Case For Investing In NexGen Energy (TSX:NXE)

NexGen Energy’s Rook I uranium project in Canada has moved through a crucial phase, with an upcoming Canadian Nuclear Safety Commission federal hearing now set as a key regulatory milestone on its path toward full construction approval. This hearing marks an important test of NexGen’s ability to convert its tier-1 Athabasca Basin resource into a fully permitted uranium operation, a step closely watched by investors focused on long-term supply fundamentals. With this federal hearing...