TSX:X
TSX:XCapital Markets

TMX Group (TSX:X) Valuation Check After Recent Pullback and Year-to-Date Share Price Gains

TMX Group (TSX:X) has had an interesting stretch lately, with the stock up about 15% this year but slipping roughly 6% over the past 3 months, leaving investors rechecking their expectations. See our latest analysis for TMX Group. The recent pullback largely reflects investors cooling on exchange operators after a strong run, even though TMX’s year-to-date share price return remains solid and its multi-year total shareholder returns point to durable, if slower building, momentum. If TMX’s...
TSX:TFII
TSX:TFIITransportation

Is TFI International’s (TSX:TFII) Tight LTL Capacity Advantage Masking Deeper Freight-Demand Risks?

Recent commentary highlighted TFI International’s ability to manage weak freight demand, inflation, and softer consumer spending through careful fleet management and strong liquidity, while also benefiting from tightening less-than-truckload (LTL) capacity as bankruptcies thin out competitors. This combination of operational resilience and improving LTL industry undercapacity is drawing attention to how TFI might maintain pricing power despite a challenging freight backdrop. Next, we’ll...
TSX:GIB.A
TSX:GIB.AIT

CGI (TSX:GIB.A): Assessing Valuation After This Year’s Share Price Reset

What is happening with CGI shares right now CGI (TSX:GIB.A) has slid about 19% this year even as revenue and net income keep growing at mid single digit and high single digit rates, which sets up an interesting valuation reset. See our latest analysis for CGI. Despite the drop this year, the recent 1 month share price return of 6.23% and 1 week rebound suggest sentiment may be stabilizing as investors re weigh CGI’s steady fundamentals. If CGI’s reset has you rethinking your tech exposure, it...
TSX:CSU
TSX:CSUSoftware

Is Now the Moment to Reassess Constellation Software After a 25% Slide in 2025?

Wondering if Constellation Software’s recent slide has finally opened a genuine value window, or if it is just a trap for latecomers? This article is going to walk through that question in plain language. The stock is down 3.1% over the last week, 5.5% over the last month and a hefty 25.3% year to date, even though the 3 year and 5 year returns are still up 64.6% and 122.2% respectively. Recent coverage has focused on Constellation’s continued appetite for niche software acquisitions and its...
TSX:DOO
TSX:DOOLeisure

BRP (TSX:DOO) Q3 2026 Margin Compression Tests Bullish Recovery Narrative

BRP (TSX:DOO) has just posted its Q3 2026 numbers with revenue of about CA$1.9 billion and basic EPS of CA$0.79, setting the stage against last year’s Q3 revenue of roughly CA$2.0 billion and EPS of CA$0.38. Over the past few quarters the top line has moved between about CA$1.8 billion and CA$2.4 billion while quarterly EPS has ranged from around CA$0.38 to CA$2.21, giving investors a choppy but data rich view of the earnings power behind the brand. Against that backdrop, the focus now shifts...
TSX:CM
TSX:CMBanks

CIBC (TSX:CM) Net Interest Margin Gain Reinforces Bullish Profitability Narratives in Q3 2025

Canadian Imperial Bank of Commerce (TSX:CM) has put up another solid quarter, with Q3 2025 revenue of CA$6.7 billion and basic EPS of CA$2.16 as net income excluding extra items reached CA$2.0 billion. The bank has seen revenue move from CA$6.2 billion in Q4 2024 to CA$6.7 billion in Q3 2025, while trailing 12 month basic EPS climbed from CA$7.29 to CA$8.31, giving investors a cleaner read on how earnings power is tracking through the year. With net interest margin at 1.58% and costs holding...
TSX:CP
TSX:CPTransportation

Canadian Pacific Kansas City Valuation After Cross Border Network Expansion and Recent Share Price Rebound

If you are wondering whether Canadian Pacific Kansas City is fairly priced or if the market is overlooking something, you are not alone. This stock often divides opinion among long term investors. Over the last week the share price has crept up about 2.1%, and it is up roughly 3.7% over the past month. However, it is still down around 2.9% over the last year and only modestly ahead over three years, which hints at shifting sentiment rather than a runaway growth story. Recent headlines have...
TSX:TCS
TSX:TCSSoftware

Tecsys (TSX:TCS) Margin Rebound Supports Bullish Narratives Despite Premium Valuation

Tecsys (TSX:TCS) just posted its Q2 2026 numbers, with quarterly revenue of about CA$46.0 million and basic EPS of CA$0.05, set against a trailing twelve month revenue base of roughly CA$180.1 million and EPS of CA$0.30 that reflects a 199.7% year over year earnings jump. The company has seen revenue move from CA$171.2 million to CA$180.1 million over the past few reported trailing periods, while quarterly revenue has stepped from CA$42.4 million in Q2 2025 to about CA$46.0 million. This lays...
TSX:EQB
TSX:EQBBanks

EQB (TSX:EQB) Q3: Net Interest Margin Squeeze Challenges Tech-Efficiency Bull Narrative

EQB (TSX:EQB) has just posted its FY 2025 third quarter scorecard, with revenue of about CAD 272.2 million and EPS of CAD 1.91 setting the tone for investors sifting through the latest numbers. Over the past few quarters, the bank has seen revenue move from CAD 305.9 million in Q3 2024 to CAD 303.96 million in Q1 2025 and CAD 285.72 million in Q2 2025 before landing at this quarter's CAD 272.16 million. At the same time, trailing twelve month EPS has eased from CAD 11.60 in Q4 2023 to CAD...
TSX:TD
TSX:TDBanks

TD Bank (TSX:TD) Q3 Profit Strength Clashes With Forecast 11% Earnings Decline Narrative

Toronto Dominion Bank (TSX:TD) has posted Q3 2025 results with revenue of about CA$14.3 billion and EPS of CA$1.89, signaling another profitable quarter following a much stronger trailing year. The bank has seen revenue move from roughly CA$13.1 billion in Q3 2024 to CA$14.3 billion this quarter, while trailing twelve month EPS has climbed from CA$4.25 a year ago to CA$11.69, giving investors a clearer view of how earnings power has reset alongside wider net margins. See our full analysis for...
TSX:VZLA
TSX:VZLAMetals and Mining

Valuing Vizsla Silver (TSX:VZLA) After Panuco Feasibility Win, New Financing and Silver’s Recent Strength

Vizsla Silver (TSX:VZLA) just checked several big boxes at once by combining positive feasibility results at its Panuco project with a sizeable convertible notes financing, all against a rising silver price backdrop. See our latest analysis for Vizsla Silver. The upbeat feasibility study and fresh convertible notes financing have landed just as silver gained momentum, helping drive a 28.25% 1 month share price return and a powerful 169.53% year to date share price rally. The 3 year total...
TSX:BNS
TSX:BNSBanks

Scotiabank (TSX:BNS) Valuation Check After Mixed Earnings, Dividend Confirmation and Ongoing Buybacks

The Bank of Nova Scotia (TSX:BNS) just dropped a mixed earnings update that is getting investors to take a closer look at the stock, with stronger fourth quarter numbers contrasting fairly flat full year profit growth. See our latest analysis for Bank of Nova Scotia. All of this comes against a backdrop of improving sentiment, with the share price at about $98.30 after a strong year to date share price return and a robust multi year total shareholder return that suggests momentum is building...
TSX:FVI
TSX:FVIMetals and Mining

Fortuna Mining (TSX:FVI): Valuation Check as Séguéla Expansion Study Targets Higher Gold Output

Fortuna Mining (TSX:FVI) just took a concrete step toward scaling up its Séguéla Mine in Côte d’Ivoire, awarding a study contract that could lift processing capacity and push annual gold output above 200,000 ounces. See our latest analysis for Fortuna Mining. That growth push has been mirrored in the market, with the share price up 15.61 percent over the past month and a strong 102.28 percent year to date share price return. The three year total shareholder return of 148.69 percent shows...
TSX:LAC
TSX:LACMetals and Mining

Assessing Lithium Americas (TSX:LAC) Valuation After Its Recent 90-Day Share Price Surge

Lithium Americas (TSX:LAC) has quietly climbed about 89% over the past 3 months, even as near term returns cooled. That kind of move naturally raises the question of what the market is now pricing in. See our latest analysis for Lithium Americas. With the share price now at $7.33 and a 90 day share price return of nearly 89%, momentum has clearly been building, even though the 1 year total shareholder return of 42% still reflects a bumpier ride. If Lithium Americas has you thinking about...
TSX:ORE
TSX:OREMetals and Mining

Orezone Gold (TSX:ORE) Valuation After High-Grade P17 Drilling and Hard Rock Plant Commissioning Progress

Orezone Gold (TSX:ORE) has caught investor attention after confirming shallow, high grade mineralization at the P17 Zone of its Bomboré mine, just as commissioning of its new hard rock plant moves ahead. See our latest analysis for Orezone Gold. These upbeat drilling and commissioning updates appear to be feeding into sentiment, with the share price at CA$1.66 and a strong year to date share price return of 151.52 percent complementing a 133.8 percent one year total shareholder return,...
TSX:SEA
TSX:SEAMetals and Mining

Seabridge Gold (TSX:SEA) Is Up 9.6% After Renewed Focus On North American Gold Assets – Has The Bull Case Changed?

Earlier this year, Seabridge Gold Inc. reached a new milestone as investors reacted positively to its focus on North American gold assets and exploration projects. The company’s emphasis on stable project development and portfolio management within a challenged gold sector has become a key driver of renewed investor attention. With this backdrop and recent share price gains, we’ll examine how Seabridge Gold’s asset management approach reshapes its broader investment narrative. We've found 14...
TSX:T
TSX:TTelecom

Does TELUS Offer Value After 9.6% Share Price Slide and DCF Upside in 2025?

If you have been wondering whether TELUS at around CA$18.55 is a bargain or a value trap, you are not alone. The stock is sitting at a crossroads where patient investors could be rewarded for looking past the headlines. Over the last week TELUS has crept up about 1.8%, but that comes after a rough patch with the share price down roughly 9.5% over 30 days and about 9.6% over the past year, which tells us sentiment is still cautious despite its defensive telecom profile. Recent news flow has...
TSX:IVN
TSX:IVNMetals and Mining

Do Ivanhoe Mines’ (TSX:IVN) Leadership Moves Recast Its Long‑Term Operational Edge And Capital Access?

Ivanhoe Mines has recently overhauled its leadership, appointing Tom van den Berg as future Chief Operating Officer from January 2026, transitioning long‑time COO Mark Farren to Strategic Advisor, adding veteran trader Nick Popovic as board advisor, and reshaping its board with the departure of Manfu Ma and appointment of CITIC Metal’s Xianwen Wu. These shifts, paired with high-profile investor outreach at the Resourcing Tomorrow conferences in London, signal an effort to reinforce...
TSX:PSD
TSX:PSDEnergy Services

TSX Penny Stocks To Watch In December 2025

As the Canadian market navigates policy shifts and global uncertainties, it's important to recognize the strong equity gains that have emerged, with the TSX on track for its best year since 2009. In this context, identifying promising investment opportunities involves looking at companies that combine value with growth potential. Penny stocks, often smaller or newer firms, continue to be relevant in this search when backed by solid financials. Here, we explore three such stocks that stand out...
CNSX:ACT
CNSX:ACTSoftware

Is Aduro Clean Technologies (CNSX:ACT) Turning Flexible Plastics Into Its Core Competitive Edge?

Aduro Clean Technologies recently entered a collaboration with Mexican non-profit ECOCE to assess the use of its Hydrochemolytic™ Technology for recycling flexible plastic packaging and mixed, multilayer plastics in Mexico. This partnership not only targets a difficult waste stream but also seeks to create new recycling business models and market opportunities for ECOCE members and other stakeholders. We’ll now explore how this focus on Hydrochemolytic™ recycling for flexible packaging could...
TSX:TRI
TSX:TRIProfessional Services

The Bull Case For Thomson Reuters (TSX:TRI) Could Change Following New Frontier AI Research Lab Collaboration

Thomson Reuters and Imperial College London recently launched a five-year Frontier AI Research Lab, committing multi-year funding, high-performance computing resources, and a dedicated facility to advance foundational AI, safety, and reliability research. This partnership could deepen Thomson Reuters’ AI capabilities and content integration across legal, tax, and risk workflows, reinforcing how its tools support complex, real-world decision-making. Next, we’ll explore how this long-term AI...
TSX:MX
TSX:MXChemicals

Methanex (TSX:MX): Assessing Valuation After a 27% Share Price Drop and Growing Earnings

Methanex (TSX:MX) has quietly slipped about 27% this year, even as revenue and net income continue to grow. That disconnect has value oriented investors revisiting the stock’s fundamentals and long term demand story. See our latest analysis for Methanex. Despite that year to date share price return of around negative 27 percent, the stock has shown flickers of momentum recently, with a positive 7 day share price return and a modestly positive three year total shareholder return suggesting...