TSX:URE
TSX:UREOil and Gas

Ur-Energy (TSX:URE) Valuation After $100 Million Convertible Note Financing and Long-Term Growth Plans

Ur-Energy (TSX:URE) just priced a $100 million offering of 4.75% convertible senior notes due 2031, a financing move that could reshape its growth plans and future dilution path for shareholders. See our latest analysis for Ur-Energy. That financing comes after a choppy stretch for the stock, with a recent 1 day share price return of 3.53% lifting Ur-Energy to $1.76 even as its 90 day share price return sits at negative 17.76%, while the 5 year total shareholder return of 100.00% hints that...
TSX:ANRG
TSX:ANRGCommercial Services

Anaergia (TSX:ANRG) Is Up 15.7% After Securing Long-Term Biomethane Deal With PepsiCo Mexico

Anaergia Inc., through its subsidiary Anaergia Technologies, LLC, previously signed a contract with PepsiCo Mexico Foods' Sabritas unit to supply high-efficiency digestion, biogas conditioning, and upgrading systems that will turn about 50,000 tons of organic residuals a year into carbon-negative biomethane for on-site use at a Mexican food production facility. This collaboration not only showcases Anaergia's end-to-end waste-to-energy capabilities but also underlines how industrial...
TSX:III
TSX:IIIMetals and Mining

Why Imperial Metals (TSX:III) Is Up 6.6% After Strong Huckleberry Drill Results Tighten Valuation Gap

Imperial Metals recently reported that drilling at its Huckleberry project showed consistent mineralization across all drill points, strengthening the technical foundation for future mine planning. This consistent mineral presence, combined with margins that have improved while the company still trades below peers, highlights a widening disconnect between the project’s technical profile and current valuation references. We’ll now explore how this stronger technical picture at Huckleberry...
TSX:TXG
TSX:TXGMetals and Mining

Could Torex Gold (TSX:TXG) Media Luna West Drilling Results Reshape Its Long-Term Mine Plan?

Torex Gold Resources Inc. recently reported 2025 drilling results from Media Luna West, defining a 400 x 300 metre mineralized footprint adjacent to the main Media Luna deposit and completing its advanced exploration program with results that may support an inaugural Inferred Resource in March 2026. The company plans to move Media Luna West into a resource categorization program in 2026, aiming to upgrade any Inferred Resources to the Indicated category, which could further reinforce the...
TSX:MFI
TSX:MFIFood

Assessing Maple Leaf Foods (TSX:MFI) Valuation After Special Dividend and New Team Canada Partnership

Maple Leaf Foods (TSX:MFI) just dropped a CAD 0.60 per share special dividend, a clear signal that management sees room to hand back extra cash while still funding growth. See our latest analysis for Maple Leaf Foods. The special dividend lands after a busy stretch for Maple Leaf Foods, with the new Team Canada partnership putting its brands in the spotlight. The share price at CA$25.68 reflects a 30 day share price return of 6.3 percent and a 1 year total shareholder return of 38.2 percent,...
TSX:HWX
TSX:HWXOil and Gas

How Investors Are Reacting To Headwater Exploration (TSX:HWX) 2026 Growth Budget And Dividend Plan

In December 2025, Headwater Exploration Inc. approved an initial 2026 budget targeting average production of 24,500 boe/d, implying 8% production per share growth at a 37% reinvestment rate of adjusted funds flow from operations at US$60.00/bbl WTI while planning to pay a US$0.44 per common share annual dividend and maintain positive year-end adjusted working capital. The board also confirmed a quarterly dividend of US$0.11 per common share for 2026, signaling a balance between growth...
TSX:FTS
TSX:FTSElectric Utilities

How Fortis’ Higher Q1 Dividends And Larger Capital Plan At Fortis (TSX:FTS) Has Changed Its Investment Story

In early December 2025, Fortis Inc.’s board declared Q1 2026 dividends of CA$0.64 per common share and varying amounts on seven series of preferred shares, all payable on March 1, 2026 to shareholders of record as of February 17, 2026. These dividend declarations build on Fortis’s 52-year streak of annual dividend increases and an expanded CA$28.80 billion capital plan focused on regulated assets, underscoring its emphasis on stable, income-backed growth. Against this backdrop of sustained...
TSX:WFC
TSX:WFCReal Estate

Wall Financial (TSX:WFC) Q3 Net Margin Expansion Reinforces Bullish Valuation Narrative

Wall Financial (TSX:WFC) has posted Q3 2026 results showing revenue of about CA$48.9 million and basic EPS of roughly CA$0.37, set against a backdrop of solid trailing 12 month performance that includes basic EPS of about CA$1.04 and net income of roughly CA$33.3 million. Over the last few quarters, the company has seen revenue move from around CA$53.6 million in Q3 2025 to CA$48.9 million in Q3 2026, while quarterly basic EPS has shifted from about CA$0.30 to CA$0.37, with trailing net...
TSXV:PNG
TSXV:PNGElectronic

Kraken Robotics (TSXV:PNG): Valuation Check After Breakthrough KATFISH Maritime Security Demonstration

Kraken Robotics (TSXV:PNG) just showcased its KATFISH USV LARS system operating from TKMS ATLAS UK’s ARCIMS platform, delivering the first air deployable, 300 meter rated autonomous towed SAS survey solution for maritime security. See our latest analysis for Kraken Robotics. That successful KATFISH demonstration caps a run of solid news for Kraken, including fresh $12 million SAS and battery orders and new senior defence leadership. The stock’s strong year to date share price return suggests...
TSX:PEY
TSX:PEYOil and Gas

Assessing Peyto Exploration & Development (TSX:PEY) Valuation After New Analyst Attention and “Top Pick” Recognition

Recent analyst commentary and a high profile portfolio manager naming Peyto Exploration & Development (TSX:PEY) as a top pick have pushed the stock back onto investors’ radar, especially those focused on Canadian natural gas. See our latest analysis for Peyto Exploration & Development. That renewed attention is landing on a stock that has already been in motion, with a roughly 28% 3 month share price return helping lift Peyto to CA$22.98 and supporting a 52% 1 year total shareholder return...
TSX:K
TSX:KMetals and Mining

Kinross Gold (TSX:K) Valuation Check After 180% One-Year Surge and Recent Share Price Strength

Kinross Gold (TSX:K) has quietly turned into one of the stronger performers on the TSX, with the stock up about 20% in the past 3 months and nearly 180% over the past year. See our latest analysis for Kinross Gold. After a strong run, the current CA$38.46 share price reflects both Kinross Gold’s recent operational progress and a reset in risk perception, with the 1 year total shareholder return signaling that momentum is still firmly on its side. If Kinross has you rethinking your playbook,...
TSX:TVE
TSX:TVEOil and Gas

How Tamarack’s New Rights Plan and Board Appointment Will Impact Tamarack Valley Energy (TSX:TVE) Investors

Tamarack Valley Energy Ltd. recently adopted a Shareholder Rights Plan, appointed former Veren Inc. CEO Craig Bryksa to its board effective December 2, 2025, and issued 2026 production guidance of 69,000–71,000 boe/d. Taken together, the rights plan and board appointment highlight a stronger focus on boardroom experience and deal oversight at a time of potential corporate interest in the company. We’ll now examine how the new Shareholder Rights Plan may influence Tamarack Valley Energy’s...
TSX:CVE
TSX:CVEOil and Gas

Cenovus Energy (TSX:CVE): Valuation Check After 2026 Growth, Capex Guidance and MEG Acquisition Update

Cenovus Energy (TSX:CVE) just laid out its 2026 playbook, pairing roughly 4% upstream growth guidance with a multibillion dollar capital plan that folds in the MEG acquisition and underscores steady shareholder returns. See our latest analysis for Cenovus Energy. The guidance drop slots into an already solid run for Cenovus, with the share price at $24.83 and a year to date share price return of 12.66%, while the 1 year total shareholder return of 17.67% and five year total shareholder return...
TSX:GWO
TSX:GWOInsurance

Reassessing Great-West Lifeco (TSX:GWO)’s Valuation After Record Highs and Renewed Market Attention

Great-West Lifeco (TSX:GWO) has pushed to record highs on the TSX after breaking above a long watched trend line, as investors revisit its diversified mix of insurance, asset management, and retirement businesses across Canada, the United States, and Europe. See our latest analysis for Great-West Lifeco. The latest trading surge has pushed Great-West Lifeco’s share price to around $66.80, with a 42.31% year to date share price return and a 49.25% total shareholder return over one year. This...
TSX:AC
TSX:ACAirlines

How Air Canada’s New Sun and South America Routes At Air Canada (TSX:AC) Has Changed Its Investment Story

Earlier this month, Air Canada expanded its leisure and long-haul offering by launching new nonstop winter flights from Ottawa and Halifax to Nassau, alongside a seasonal Toronto–Rio de Janeiro service operated three times a week on Boeing 787-9 aircraft. These additions deepen Air Canada’s international network and enhance premium travel options, reinforcing the carrier’s efforts to attract higher-yield leisure and business customers on key sun and South American routes. Next, we’ll examine...
TSX:ELVA
TSX:ELVAElectrical

Electrovaya (TSX:ELVA): Rethinking Valuation After Surging Profitability and Full-Year 2025 Results

Electrovaya (TSX:ELVA) just delivered full year 2025 results that flip the story from turnaround to execution, with sales climbing to about USD 64 million and a move back into positive earnings. See our latest analysis for Electrovaya. The market has already started to price in this shift, with a 1 year to date share price return of around 147.8% and a 1 year total shareholder return of roughly 150.6 percent, even after a recent pullback. This suggests that momentum is still broadly...
CNSX:TRUL
CNSX:TRULPharmaceuticals

Is Trulieve (CNSX:TRUL) Using Costlier, Longer-Term Debt To Quietly Recast Its Risk Profile?

Trulieve Cannabis has refinanced part of its balance sheet by redeeming US$368,000,000 of 8.0% senior secured notes due 2026 and completing a private placement commitment for US$100,000,000 of new 10.5% senior secured notes due 2030, issued at par with semi-annual interest and planned CSE listing after the Canadian hold period. By extending its debt maturity profile and locking in new secured financing for capital expenditures and general corporate purposes, Trulieve is signaling an emphasis...
TSX:BCE
TSX:BCETelecom

Evaluating BCE (TSX:BCE)’s Valuation After Its Hardware‑Free Fibe TV Streaming Expansion

BCE (TSX:BCE) just pushed its TV strategy further into streaming, rolling out hardware free Fibe TV across Ontario and Quebec so customers can watch live and on demand content through existing Smart TVs and devices. See our latest analysis for BCE. These streaming upgrades come as BCE’s CA$32.62 share price has drifted lower over the medium term, with a weak three year total shareholder return of around negative 33 percent signalling that momentum has been fading despite steady telecom...
TSX:ATZ
TSX:ATZSpecialty Retail

Aritzia (TSX:ATZ) Valuation Check After S&P/TSX Composite Entry and Rising Apparel Market Focus

Aritzia (TSX:ATZ) just joined the S&P/TSX Composite Index, and that index promotion is drawing fresh attention to a stock already riding shifting Canadian apparel trends and steady brand execution. See our latest analysis for Aritzia. The index inclusion has landed at a time when Aritzia already had the wind at its back, with an 18 percent 1 month share price return and a 1 year total shareholder return of roughly 126 percent, signalling building momentum rather than a one day pop. If...
TSX:KNT
TSX:KNTMetals and Mining

What K92 Mining (TSX:KNT)'s Kainantu Expansion Progress Means For Shareholders

K92 Mining recently reported progress on expanding its processing plant and advancing underground development at the Kainantu mine in Papua New Guinea, strengthening the link between ore extraction and processing capacity. This combination of deeper underground access and upgraded plant infrastructure is important because it can improve operational stability, support smoother production flow, and potentially enhance long-term project resilience. Next, we’ll explore how this fresh progress in...
TSX:CG
TSX:CGMetals and Mining

Has Centerra Gold’s 130% Surge in 2025 Already Priced In Future Growth?

If you are looking at Centerra Gold and wondering whether you have already missed the value story or if there is still upside on the table, you are not alone. The stock has surged lately, climbing 6.8% over the last week, 14.6% over the past month, and 129.8% year to date, with a 141.8% gain over the last year and 220.9% over three years reshaping how the market prices its risk and growth prospects. Recent moves have been driven by a mix of stronger gold price sentiment, progress on its key...
TSX:URC
TSX:URCOil and Gas

Uranium Royalty (TSX:URC) Q2 Profitability Relies Heavily on One-Off Gain, Challenging Bull Case

Uranium Royalty (TSX:URC) has just posted its Q2 2026 numbers, with revenue at CA$0.04 million and net income of CA$2.06 million translating to EPS of CA$0.02, as investors watch how these figures play into the stock’s current CA$5.06 share price. The company has seen quarterly revenue swing from CA$0 in Q1 2025 to CA$33.21 million in Q1 2026, while EPS has moved from a loss of CA$0.02 per share in early 2025 to a positive CA$0.02 in the latest quarter. This sets up a story where reported...
TSX:BAM
TSX:BAMCapital Markets

Is Brookfield Asset Management Attractive After Recent Pullback and Expansion in Alternative Assets?

If you have ever wondered whether Brookfield Asset Management at around $74 is a bargain or a value trap, you are not alone. This article is going to unpack exactly what that current price really implies. The stock has slipped about 5.5% year to date and is down 6.5% over the last year, even though it has surged roughly 121.5% over the past three years, a pattern that hints at both strong long term momentum and a recent cooling of enthusiasm. Recent headlines have focused on Brookfield...
TSX:BTE
TSX:BTEOil and Gas

Baytex Energy (TSX:BTE): Has the Recent Momentum Shift Left the Stock Undervalued on Cash Flow?

Baytex Energy (TSX:BTE) has been treading water in the past month, but its share price is still up roughly 27% over the past 3 months and 20% over the past year. See our latest analysis for Baytex Energy. That mix of a softer 7 day share price return and a solid 90 day share price return suggests momentum has cooled recently, but the 1 year total shareholder return still points to a constructive, longer term trend as investors reassess both growth potential and commodity risk. If Baytex’s...