TSX:LSPD
TSX:LSPDSoftware

Lightspeed Commerce (TSX:LSPD): Reassessing Valuation After a 13% Share Price Slide Despite Ongoing Revenue Growth

Lightspeed Commerce (TSX:LSPD) has been quietly repriced by the market over the past month, with shares sliding about 13% even as the business continues to grow revenue at a double digit clip. See our latest analysis for Lightspeed Commerce. That recent 30 day share price return of minus 12.7 percent sits on top of a much tougher backdrop, with the year to date share price return down close to 30 percent and the 1 year total shareholder return falling even further. This suggests momentum is...
TSX:GIB.A
TSX:GIB.AIT

What CGI (TSX:GIB.A)'s AI-Driven Cloud Wins and Record Backlog Reveal About Its Evolving Moat

CGI Inc. recently reported strong Q4 2025 results with year-over-year revenue growth, a 119% book-to-bill ratio, and a CA$31.45 billion backlog, while renewing key client relationships and achieving AWS Premier Tier Services Partner and SAP Competency Partner status. At the same time, Nevada’s deployment of CGI’s government-focused ERP platform and the expanded Highmark ProperPay partnership highlight how CGI’s AI-enabled IP and cloud capabilities are becoming embedded in critical public and...
TSX:T
TSX:TTelecom

How Investors Are Reacting To TELUS (TSX:T) Capital Structure Overhaul And Pause In Dividend Growth

TELUS recently completed multi-currency debt financing, issuing US$1.50 billion and C$800.00 million of fixed-to-fixed rate junior subordinated notes due 2056, alongside a tender offer of up to C$500.00 million to repurchase several longer-dated bonds and plans to redeem its C$600.00 million 3.75% Notes due March 2026. By pausing dividend growth while extending low-reset hybrid debt and retiring older issues, TELUS is reshaping its capital structure to prioritize free cash flow and leverage...
TSX:SVI
TSX:SVIReal Estate

Evaluating StorageVault Canada (TSX:SVI) After Its New CAD 50 Million Hybrid Debenture Issue

New CAD 50 Million Debenture Issue Shifts Focus to StorageVault Canada's Balance Sheet StorageVault Canada (TSX:SVI) has just closed a CAD 50 million fixed income deal, issuing 5.60% senior subordinated unsecured hybrid debentures due 2030. This move reshapes its funding mix and future flexibility. See our latest analysis for StorageVault Canada. The CAD 50 million debenture issue lands after a quietly improving run for the stock, with a year to date share price return of around 28% and a...
TSX:TKO
TSX:TKOMetals and Mining

Is Taseko Mines (TSX:TKO) Overvalued After Its Strong Share Price Momentum?

Taseko Mines (TSX:TKO) has quietly turned into a serious momentum story this year, with the share price climbing sharply while its copper focused portfolio keeps churning out cash flow driven growth. See our latest analysis for Taseko Mines. That strong copper narrative is showing up in the numbers, with the share price now at $7.32 and a powerful uptrend reflected in its 30 day share price return of 18.64 percent and one year total shareholder return of 164.26 percent. This points to clear...
TSX:WFG
TSX:WFGForestry

West Fraser Timber (TSX:WFG): Valuation Check After Major OSB Mill Curtailments and Impairment Charge

West Fraser Timber (TSX:WFG) just shook up its OSB footprint by moving to indefinitely curtail its High Level, Alberta mill and keep one Cordele, Georgia line idled, with a sizeable impairment charge looming. See our latest analysis for West Fraser Timber. Those OSB cutbacks help explain why sentiment has cooled. The share price is now at $86.24 and a year-to-date share price return of minus 31.01 percent is feeding into a one-year total shareholder return of minus 34 percent, signalling...
TSX:ATRL
TSX:ATRLConstruction

How A £400 Million UK Nuclear Submarine Deal At AtkinsRéalis Group (TSX:ATRL) Has Changed Its Investment Story

In early December 2025, Rolls-Royce Submarines Limited appointed AtkinsRéalis Group Inc., alongside Frazer-Nash and Assystem, to deliver nuclear propulsion and engineering capabilities under a framework agreement worth up to £400 million over five years, with an option to extend for two more years. This Capability Assured Strategic Partnership embeds AtkinsRéalis deeper into the UK’s Defence Nuclear Enterprise and AUKUS-related submarine programs, broadening its role in high-complexity...
TSX:PSK
TSX:PSKOil and Gas

What PrairieSky Royalty (TSX:PSK)'s Higher Eligible Dividend and Upgraded Ratings Mean For Shareholders

PrairieSky Royalty Ltd. recently declared a quarterly dividend of C$0.26 per common share, payable in cash on January 15, 2026 to shareholders of record on December 31, 2025, and designated it as an “eligible dividend” for Canadian income tax purposes. Coming alongside a series of upgraded analyst opinions, this dividend decision highlights PrairieSky’s role as a mineral-rights owner that converts third‑party energy development into recurring cash distributions. Against this backdrop of an...
TSX:GGD
TSX:GGDMetals and Mining

GoGold Resources (TSX:GGD): Valuation Check After CAD 125 Million Composite Units Offering Reshapes Capital Structure

GoGold Resources (TSX:GGD) just closed a CAD 125 million composite units offering at CAD 2.65 per unit, issuing over 47 million new securities, a move that directly reshapes its capital structure. See our latest analysis for GoGold Resources. The deal lands after a powerful run, with the share price now at $2.66 and a year to date share price return above 120 percent. A one year total shareholder return above 120 percent suggests momentum is still very much intact. If this kind of capital...
TSX:DML
TSX:DMLOil and Gas

Denison Mines (TSX:DML) Is Up 5.6% After New Métis Partnership Agreement - What's Changed

Denison Mines Corp. recently signed an Impact Benefit Agreement and an Exploration Agreement with the Métis Nation–Saskatchewan and its regional groups, securing Indigenous consent and support for the Wheeler River uranium project and broader exploration activities in the Métis Homeland. The agreements highlight a long-term partnership framework that ties project development to environmental stewardship, cultural respect, and employment and business opportunities for Métis citizens,...
TSX:PET
TSX:PETSpecialty Retail

Pet Valu (TSX:PET): Assessing Valuation After New Premium Pet Food Partnership with Natural Pet Food Group

Pet Valu Holdings (TSX:PET) is teaming up with Natural Pet Food Group to roll out K9 Natural and Feline Natural across its Canadian stores, integrating these premium diets into its popular Your Rewards loyalty ecosystem. See our latest analysis for Pet Valu Holdings. That backdrop of product expansion and a fresh share repurchase plan comes after a volatile stretch, with a roughly 4 percent 1 month share price return but a weak 3 month patch. The 1 year total shareholder return is still only...
TSX:MFI
TSX:MFIFood

Does Team Canada Protein Partnership Redefine Maple Leaf Foods' Brand-Led Growth Story (TSX:MFI)?

Earlier this month, the Canadian Olympic Committee and Maple Leaf Foods Inc. announced a multi-year partnership naming Maple Leaf Foods the Official Protein Partner of Team Canada from the 2026 Milano-Cortina Olympics through the 2028 Los Angeles Games, alongside a national "Victory. But First, Protein" campaign launching in January. This collaboration aligns Maple Leaf’s core protein brands with high-profile Canadian athletes and Olympic storytelling, potentially deepening consumer...
TSX:BMO
TSX:BMOBanks

Has BMO’s 27% Rally in 2025 Already Priced In Its Growth Potential?

If you are wondering whether Bank of Montreal’s rally has already played out or if there is still value on the table for new investors, you are not alone. The stock has climbed 27.2% over the past year and 27.5% year to date, with steady momentum of 0.8% over the last week and 2.8% across the past month. This suggests sentiment has tilted firmly toward optimism. Recently, investors have been reacting to a mix of macro signals and sector wide themes, from shifting expectations around interest...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Bombardier (TSX:BBD.B): Reassessing Valuation After Fresh Analyst Optimism and Service Centre Expansion Progress

Bombardier (TSX:BBD.B) has been back on investors radar after fresh optimism from National Bank of Canada and visible progress on its Abu Dhabi service centre. This combination sharpens the long runway for its business jet franchise. See our latest analysis for Bombardier. All this is happening against a backdrop of powerful momentum, with Bombardier delivering a 47.9% 3 month share price return and a 113% 1 year total shareholder return as investors price in stronger growth and improving...