TSX:IVN
TSX:IVNMetals and Mining

Ivanhoe Mines (TSX:IVN): Valuation Check After Upgraded Kamoa-Kakula Production Guidance and Growth Outlook

Ivanhoe Mines (TSX:IVN) just laid out fresh production guidance for its Kamoa-Kakula copper complex, flagging sharply higher output and sales through 2026 and 2027, and giving investors clearer medium term growth visibility. See our latest analysis for Ivanhoe Mines. Despite the latest guidance and management reshuffle, Ivanhoe Mines’ share price return tells a mixed story. A recent 30 day share price return of 13.32 percent and a 5 year total shareholder return of 140.92 percent suggest that...
TSX:EIF
TSX:EIFAirlines

Exchange Income (TSX:EIF) Valuation After Debenture Conversion Reshapes Balance Sheet and Share Count

Exchange Income (TSX:EIF) just wrapped up the redemption of its 5.25% convertible debentures, with most holders choosing to convert into shares. This move meaningfully shifts both leverage and the share count. See our latest analysis for Exchange Income. That balance sheet cleanup comes after a strong run, with the share price at CA$80.27 and a hefty year to date share price return alongside a near doubling three year total shareholder return. This suggests momentum is still very much on...
TSX:CVE
TSX:CVEOil and Gas

How Cenovus Energy’s New CAD 1.04 Billion Shelf Prospectus At Cenovus Energy (TSX:CVE) Has Changed Its Investment Story

Cenovus Energy Inc. recently filed a CAD 1.04 billion omnibus shelf registration, covering potential issuances of debt, common and preferred shares, warrants, share purchase contracts, and units. This broad financing toolkit increases Cenovus’s flexibility to fund projects or transactions, which can reshape how investors assess its future capital plans and balance sheet. We’ll now examine how this expanded capacity to issue multiple types of securities could influence Cenovus Energy’s...
TSX:TD
TSX:TDBanks

Stronger Q4 Earnings, Dividend Hike, And Restructuring Might Change The Case For Investing In Toronto-Dominion Bank (TSX:TD)

Toronto-Dominion Bank recently reported fourth-quarter 2025 results showing quarterly net interest income of C$8,545 million and net income of C$3,280 million, alongside a dividend increase to C$1.08 per common share and declared preferred share dividends payable on and after January 31, 2026. Alongside strong earnings and a dividend hike, TD is shifting to a semi-annual dividend review and advancing cost-saving restructuring and inclusion-focused products, tightening the link between its...
TSX:NXE
TSX:NXEOil and Gas

NexGen Energy (TSX:NXE): Assessing Valuation as Rook I Nears Key Federal Hearing Milestone

NexGen Energy (TSX:NXE) is back in focus as its Rook I Project heads into a pivotal federal hearing with the Canadian Nuclear Safety Commission, a key hurdle on the path to full construction approval. See our latest analysis for NexGen Energy. Despite a sharp 6 percent 1 day share price drop to about 13.00 dollars, NexGen still shows strong momentum, with an 18 percent 3 month share price return and a standout 5 year total shareholder return above 300 percent, suggesting long term optimism is...
TSX:WPM
TSX:WPMMetals and Mining

Did Wheaton’s US$300 Million Hemlo Gold Stream Just Shift Wheaton Precious Metals' (TSX:WPM) Investment Narrative?

Wheaton Precious Metals Corp. recently completed a US$300 million gold streaming agreement with Hemlo Mining Corp. to support its acquisition of the Hemlo Mine from Barrick, securing long-term access to a portion of the mine’s gold production at 20% of spot prices. The deal not only delivers immediate production and cash flow but also lifts Wheaton’s gold reserves and resources and grants it a right of first refusal over future precious metals financings linked to Hemlo. We’ll now examine...
TSXV:HMMC
TSXV:HMMCOil and Gas

Hemlo Mining (TSXV:HMMC): Taking Stock of Valuation After a Quiet 5% Single‑Session Gain

Hemlo Mining (TSXV:HMMC) has quietly climbed about 5% in the latest session, catching the eye of investors who track thinly traded Canadian gold names for early signs of shifting sentiment. See our latest analysis for Hemlo Mining. That 5.14% one day share price return looks more like a sharp sentiment reset than a random blip. With the year to date share price return still slightly negative, this suggests early momentum may be rebuilding rather than fading. If Hemlo’s move has you thinking...
TSX:AII
TSX:AIIMetals and Mining

Assessing Almonty Industries (TSX:AII) Valuation After Appointing Brigadier General Steven L. Allen as COO

Almonty Industries (TSX:AII) just shook up its executive ranks, naming retired U.S. Army Brigadier General Steven L. Allen as Chief Operating Officer, a move that squarely targets operations and execution across its global tungsten projects. See our latest analysis for Almonty Industries. That kind of operational firepower is landing at a time when momentum is clearly building, with the share price delivering a roughly 56 percent 90 day share price return and an eye catching one year total...
TSX:DSG
TSX:DSGSoftware

Does Descartes Systems Group’s (TSX:DSG) New Buyback Reveal a Deeper Shift in Capital Priorities?

Descartes Systems Group recently reported higher third-quarter and nine-month results to October 31, 2025, with sales and net income rising year-on-year, and then announced a new 12‑month share repurchase program subject to Toronto Stock Exchange approval. This combination of improving profitability and a planned buyback suggests management is prioritizing earnings quality and capital returns alongside continued growth investments. We’ll now explore how Descartes’ stronger earnings and...
TSX:IGM
TSX:IGMCapital Markets

Is IGM Financial (TSX:IGM) Still Undervalued After Its Strong Multi‑Year Share Price Performance?

IGM Financial (TSX:IGM) has quietly outperformed the Canadian market over the past year, and that kind of steady climb usually signals investors are rewarding consistent earnings and growing confidence in its asset management franchise. See our latest analysis for IGM Financial. That steady backdrop has translated into a roughly 26 percent year to date share price return and a powerful 5 year total shareholder return of about 119 percent. This suggests momentum is still firmly building as...
TSX:AG
TSX:AGMetals and Mining

A Look at First Majestic Silver (TSX:AG) Valuation After Its New US$300 Million Convertible Notes Offering

First Majestic Silver (TSX:AG) just shook up its capital structure with a fresh US$300 million convertible notes deal, aiming to refinance 2027 debt and free up flexibility for future strategic moves. See our latest analysis for First Majestic Silver. That refinancing push comes after a powerful run in the shares, with a 30 day share price return of about 30% and year to date gains above 140%, alongside a 1 year total shareholder return above 140%, suggesting bullish momentum is still very...
TSX:CP
TSX:CPTransportation

Canadian Pacific (TSX:CP) Valuation Check After Stable Q3, Efficiency Gains and Ongoing Buybacks

Canadian Pacific Kansas City (TSX:CP) just delivered a steady Q3 update, tightening its operations while sticking with a 10 to 14% EPS growth outlook even as freight volumes soften. See our latest analysis for Canadian Pacific Kansas City. At around CA$101.95, the stock’s modest 1 month share price return of 2.49% sits against a slightly negative 1 year total shareholder return of 3.61%, hinting at stabilising sentiment after a softer year. If CPKC’s mix of efficiency gains and disciplined...
TSX:BTE
TSX:BTEOil and Gas

Is It Too Late to Consider Baytex Energy After Its Recent 27.8% Share Price Jump?

Wondering if Baytex Energy is actually good value at today’s price, or if you have already missed the big move? You are not alone. This breakdown is designed to give you a clear, no nonsense view. The stock is flat over the last week, but up 27.8% over the past month, 18.4% year to date, and 26.8% over the last year, while still sitting on a hefty 487.5% gain over five years despite a choppy 3 year stretch at -18.1%. Those swings have come against a backdrop of shifting oil price...
TSX:CNQ
TSX:CNQOil and Gas

Canadian Natural Resources (TSX:CNQ): Valuation Check After C$1.65 Billion Medium-Term Note Offering

Canadian Natural Resources (TSX:CNQ) just raised C$1.65 billion through a three tranche medium term note offering. This gives the company fresh flexibility to manage debt and fund growth after record third quarter production and continued dividend increases. See our latest analysis for Canadian Natural Resources. The fresh C$1.65 billion in notes fits into a story of steady momentum, with an 8% one month share price return and a 281% five year total shareholder return suggesting investors...
TSX:NG
TSX:NGMetals and Mining

NovaGold Resources (TSX:NG): Valuation Check After Donlin Assay Results, FAST-41 Entry and Alaska Court Win

NovaGold Resources (TSX:NG) just checked three big boxes at Donlin Gold: final 2025 drill assays, entry into the FAST-41 permitting program, and a supportive Alaska Supreme Court ruling on key project approvals. See our latest analysis for NovaGold Resources. Despite a softer 1 day and 7 day share price return, NovaGold’s recent permitting wins and Donlin assay results have underpinned a powerful year to date share price return and strong 1 year total shareholder return, suggesting momentum...
TSXV:NFG
TSXV:NFGMetals and Mining

New Found Gold (TSXV:NFG) Is Up 30.2% After Expanding Queensway Footprint And Reporting High-Grade Drills

New Found Gold Corp. recently closed its acquisition of adjoining mineral claims from Exploits Discovery, expanding the Queensway Gold Project in Newfoundland and Labrador by up to 31% to 230,225 hectares, in exchange for share issuance and a 1% NSR royalty with an option to buy back half. Coupled with high‑grade grade-control drilling results at the Keats zone and fresh insider buying by Sprott Mining Inc., the enlarged land package strengthens the company’s exploration footprint and...
TSX:LUN
TSX:LUNMetals and Mining

Supreme Court Greenlights Candelaria Disclosure Class Action Might Change The Case For Investing In Lundin Mining (TSX:LUN)

In late November 2025, Lundin Mining Corporation announced that the Supreme Court of Canada upheld a 2023 Ontario Court of Appeal decision allowing a securities class action to proceed over the timing of disclosure of a 2017 pit wall instability and rockslide at the Candelaria Mine in Chile. This ruling means the certified class action will now move to the Ontario Superior Court of Justice, introducing additional legal and reputational uncertainty around Lundin Mining’s disclosure...
TSX:FM
TSX:FMMetals and Mining

First Quantum Minerals (TSX:FM) Valuation After New Hachita Copper-Gold Exploration Option Deal

First Quantum Minerals (TSX:FM) just struck an option deal with Elemental Royalties for the Hachita copper gold project in New Mexico, a measured step that quietly extends its long term exploration runway. See our latest analysis for First Quantum Minerals. The move comes as First Quantum’s share price sits at $33.31 and has enjoyed a strong run, with a roughly 35% 3 month share price return and year to date share price gains above 70%. This suggests momentum is rebuilding as investors...
TSX:AYA
TSX:AYAMetals and Mining

Does Boumadine’s Record Intercept And New Structure Change The Bull Case For Aya (TSX:AYA)?

Aya Gold & Silver recently reported its strongest mineralized intercept to date at the Boumadine project in Morocco, including a record metal factor interval and the discovery of a new high-grade parallel structure from its 2025 drill program. With up to 16 drill rigs planned and significant mineralization identified beyond the current pit shells, Boumadine’s scale and resource growth potential are becoming increasingly central to Aya’s long-term project pipeline. We’ll now examine how this...
TSX:SVM
TSX:SVMMetals and Mining

How An Analyst’s Copper-Focused Upgrade At Silvercorp Metals (TSX:SVM) Has Changed Its Investment Story

In recent days, Silvercorp Metals was upgraded from Hold to Buy by an analyst, reflecting confidence in the miner’s stronger production profile, improving margins, and expansion into copper alongside its core silver operations. This reassessment highlights how adding copper exposure and enhancing production efficiency could reshape Silvercorp’s earnings mix and risk profile within the metals and mining sector. We’ll now explore how this upgrade, driven by Silvercorp’s margin improvement and...
TSX:AP.UN
TSX:AP.UNOffice REITs

Allied Properties REIT (TSX:AP.UN) Valuation After 60% Distribution Cut and Rising Balance Sheet Concerns

Allied Properties Real Estate Investment Trust (TSX:AP.UN) just cut its monthly distribution by roughly 60 percent, trimming December’s payout to CA$0.06 per unit. This move reshapes its income profile and raises sector wide dividend questions. See our latest analysis for Allied Properties Real Estate Investment Trust. That harsh distribution cut lands on a unit price that has already been under pressure, with a roughly 35 percent 3 month share price return and a 5 year total shareholder...
TSX:AIF
TSX:AIFReal Estate

Altus Group’s C$350 Million Buyback And Insider Buying Could Be A Game Changer For Altus (TSX:AIF)

Altus Group Limited (TSX:AIF) recently launched a substantial issuer bid to repurchase up to C$350 million of its shares at C$50.00–C$57.00, funded with cash on hand and running through January 8, 2026, alongside board approval of a new buyback plan. Around the same time, Director William Brennan increased Long Path Partners’ stake with a roughly C$1.88 million insider purchase, reinforcing the perception that both management and key shareholders see value in Altus Group’s current...
TSX:KNT
TSX:KNTMetals and Mining

Assessing K92 Mining (TSX:KNT) Valuation After Processing Plant Expansion and Operational Progress

K92 Mining (TSX:KNT) has expanded its processing plant, a move that directly boosts production capacity and underlines ongoing underground development progress. This gives investors a clearer line of sight on future output and cash flow. See our latest analysis for K92 Mining. The plant expansion lands at a time when momentum is clearly building, with a 30 day share price return of 14.02 percent and a year to date share price return of 133.63 percent, supported by a 3 year total shareholder...
TSX:VZLA
TSX:VZLAMetals and Mining

Is Panuco’s Feasibility Study And Financing Confirming A New Phase For Vizsla Silver (TSX:VZLA)?

Vizsla Silver Corp. recently posted a replay of its webinar detailing the independent Feasibility Study for its 100% owned Panuco silver-gold project in Mexico, which outlines projected annual production of 17.4 Moz AgEq over a 9.4-year mine life and an after-tax NPV(5%) of US$1.80 billion. The study, supported by a flexible convertible notes financing of approximately US$286,000,000 net proceeds, underpins Vizsla Silver’s dual-track plan to advance mine development while continuing...