TSX:BCE
TSX:BCETelecom

Assessing BCE (TSX:BCE) Valuation After Dividend Cut, Costly Acquisition, and Strategic Shift Toward AI Services

Dividend Cut, Acquisition, and a Strategic Pivot BCE (TSX:BCE) just stunned income investors with a 56% dividend cut tied to an expensive acquisition, a combination that signals a serious reset as management leans harder into technology-driven services. Instead of simply treating this as a setback, the move pushes investors to reconsider BCE as a maturing telecom that is using its cash flow to reduce debt, reshape its balance sheet, and fund newer growth engines such as AI-powered enterprise...
TSX:AC
TSX:ACAirlines

Is Air Canada’s New Toronto–Rio Route a Strategic Test of Long-Haul Expansion Ambitions (TSX:AC)?

Air Canada recently launched its first seasonal Toronto–Rio de Janeiro route, operating three times weekly on a Boeing 787-9 Dreamliner with multiple cabin classes and premium ground services, and running through March 2026. This new link into Brazil strengthens Air Canada’s international footprint while also deepening the value of its Aeroplan ecosystem through onboard connectivity perks. We’ll now examine how this added Toronto–Rio long-haul capacity fits into Air Canada’s existing...
TSX:CCO
TSX:CCOOil and Gas

Will Cameco’s (TSX:CCO) Nuclear Platform Push at Resourcing Tomorrow Change Its Investment Narrative?

Cameco Corporation recently presented at the Mines and Money @ Resourcing Tomorrow conference in London, with Global Managing Director Dominic Kieran outlining the company’s role across uranium supply, fuel services, and Westinghouse-linked technologies. This appearance highlighted how Cameco is increasingly positioned as a multi-layered nuclear energy supplier, tying together long-duration reactor demand, fuel security, and value-added services within one integrated platform. We’ll now...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Bombardier’s Expanding Abu Dhabi Aftermarket Hub Might Change The Case For Investing In Bombardier (TSX:BBD.B)

Bombardier recently reported major construction progress on its new 120,000 sq. ft. service centre at Abu Dhabi’s Al Bateen Executive Airport, part of a broader global expansion that now includes new U.S. capacity in Fort Wayne and an added paint shop at London-Biggin Hill. This build-out of maintenance, repair, and overhaul infrastructure is central to Bombardier’s push to grow higher-margin aftermarket revenues and deepen support for its Global, Challenger, and Learjet fleets, including...
TSX:SU
TSX:SUOil and Gas

Evaluating Suncor Energy (TSX:SU)’s Valuation After Strong Q3 Beat, Guidance Hike and Dividend Increase

Suncor Energy (TSX:SU) just delivered a quarterly update that checked several key boxes for investors, with an earnings beat, record upstream output, higher guidance, and a dividend bump all arriving at once. See our latest analysis for Suncor Energy. Those solid fundamentals help explain why, despite a recent pullback and a 1 day share price return of minus 2.05 percent, Suncor still boasts a strong year to date share price return alongside a robust multi year total shareholder return. This...
TSX:CVE
TSX:CVEOil and Gas

Cenovus Energy (TSX:CVE) valuation check after new CAD 1.04 billion omnibus shelf registration filing

Cenovus Energy (TSX:CVE) just set up a CAD 1.04 billion omnibus shelf registration, giving management the flexibility to tap markets with debt, equity, or hybrid securities as conditions evolve. See our latest analysis for Cenovus Energy. The filing lands against a constructive backdrop, with Cenovus posting a roughly 15% year to date share price return and a 1 year total shareholder return near 24%, suggesting momentum is quietly building as investors reassess its cash generation and balance...
TSX:IVN
TSX:IVNMetals and Mining

Has the Copper Rebound Made Ivanhoe Mines Too Pricey in 2025?

Wondering if Ivanhoe Mines is a bargain after all the buzz, or if the market already sees what you are hoping to find? This breakdown is designed to cut through the noise and focus squarely on value. Despite being down 14.6% year to date and 24.4% over the last year, the stock has clawed back some ground with a 14.0% gain over the past month and a small 0.7% rise in the last week. Those swings have come as investors refocus on Ivanhoe's long term copper growth story and its portfolio of tier...
TSX:MDA
TSX:MDAAerospace & Defense

How Investors Are Reacting To MDA Space (TSX:MDA) New Debt Deal And RADARSAT+ Contract Win

MDA Space Ltd. recently completed the pricing of a C$250 million private placement of 7.00% senior unsecured notes due 2030, while also securing a C$44.7 million Canadian government contract for long lead parts for a RADARSAT Constellation Mission replenishment satellite under the RADARSAT+ Earth observation initiative. The Canadian government’s stated intention to have MDA Space build, test, and launch the replenishment satellite, plus its inclusion in a concept study for a next-generation...
TSX:BN
TSX:BNCapital Markets

Brookfield (TSX:BN) Valuation Check After $11 Billion AI Data Center Expansion in India

Brookfield (TSX:BN) is back on investors radar after stepping into Digital Connexions, a Reliance joint venture planning to pour $11 billion into AI driven data centers in Indias Andhra Pradesh. See our latest analysis for Brookfield. Despite a soft 1 day share price return of 1.01 percent to about 64.54 dollars, Brookfield’s 16.79 percent year to date share price return and triple digit multi year total shareholder returns suggest momentum is still building as investors warm to its AI...
TSX:TD
TSX:TDBanks

Toronto-Dominion Bank (TSX:TD) Valuation Check After Strong Earnings Jump and Dividend Policy Shift

Toronto-Dominion Bank (TSX:TD) just paired a strong full year earnings jump with a shift to semi annual dividend reviews, backing that up with a CAD 1.08 quarterly payout to common shareholders. See our latest analysis for Toronto-Dominion Bank. Those dividend moves land on top of a strong run, with the share price at about CA$122.20 and a year to date share price return of nearly 60 percent, backed by a 1 year total shareholder return above 70 percent. This signals momentum that is still...
TSX:T
TSX:TTelecom

TELUS (TSX:T) Valuation After Dividend Growth Pause and Balance Sheet Reset Plans

TELUS (TSX:T) just made a clear pivot, pausing its dividend growth plan while rolling out ambitious free cash flow targets and fresh debt offerings. This shift directly reframes how investors should think about the stock. See our latest analysis for TELUS. The market reaction has been cautious, with the latest share price at about $18.70 and a 30 day share price return of roughly negative 9.5% adding to a deeper 90 day slide. The 1 year total shareholder return near negative 9.6% shows...
CNSX:TRUL
CNSX:TRULPharmaceuticals

Trulieve Cannabis (CNSX:TRUL) Is Up 11.5% After Conditional Texas Medical License Win - What's Changed

Trulieve Cannabis Corp. recently announced that its subsidiary, Trulieve TX Inc., received conditional approval from the Texas Department of Public Safety for a Dispensing Organization license under the Texas Compassionate Use Program, which would allow it to cultivate, manufacture, and distribute medical cannabis products in the state once final approval is granted. This conditional Texas license marks a meaningful extension of Trulieve’s medical footprint into a new and tightly regulated...
TSX:NA
TSX:NABanks

National Bank of Canada (TSX:NA) Valuation After Strong Q4 Beat, Dividend Hike and Strategic Growth Moves

National Bank of Canada (TSX:NA) just delivered a stronger than expected Q4, powered by big gains in capital markets and wealth management, and backed that up with another dividend hike that signals confidence. See our latest analysis for National Bank of Canada. Those moves are resonating with investors, with the share price at about CA$170.76 after a powerful 30.9% year to date share price return and a 33.2% one year total shareholder return, suggesting momentum is building rather than...
TSX:SSRM
TSX:SSRMMetals and Mining

SSR Mining (TSX:SSRM): Reassessing Valuation as Turkish Mine Reopening Speculation and Gold Upside Build

Renewed focus on SSR Mining amid Turkish mine reopening speculation SSR Mining (TSX:SSRM) is back in focus as traders weigh the potential reopening of its Turkish mine, previously hit by a dam collapse, in the context of a more favourable gold price environment and improving production visibility. See our latest analysis for SSR Mining. That backdrop helps explain why, despite a choppy recent stretch including a 1 week share price return of minus 11.1%, SSR Mining still boasts a powerful year...
TSX:PXT
TSX:PXTOil and Gas

What Parex Resources (TSX:PXT)'s Expanded Ecopetrol Alliance And Llanos Drilling Plans Mean For Shareholders

Parex Resources and Ecopetrol recently reported further progress in their Llanos Foothills exploration alliance, securing regulatory approvals and outlining 2026 plans to drill the Floreña Huron and Farallones wells, while reaffirming that 2025 production is tracking near the midpoint of guidance. A distinctive feature of the update is Parex funding the key Floreña Huron and Farallones exploration wells at 100% of capital costs in exchange for a 50% participation in future production from a...
TSX:K
TSX:KMetals and Mining

Kinross Gold (TSX:K) Valuation After $500 Million Debt Repayment and Strengthened Balance Sheet

Kinross Gold (TSX:K) just wiped out its remaining 4.5% Senior Notes, redeeming $500 million of debt ahead of schedule and capping $1.5 billion in repayments over 2024 and 2025 that reshape its balance sheet. See our latest analysis for Kinross Gold. The early redemption lands after a year of strong execution, with Kinross streamlining its balance sheet while the share price climbs to $37.73 and posts a 164.77% year to date share price return and a 175.10% one year total shareholder return...
TSX:ATD
TSX:ATDConsumer Retailing

How Alimentation Couche-Tard’s Earnings Beat, Dividend Hike, and Buyback Will Impact (TSX:ATD) Investors

In November 2025, Alimentation Couche-Tard reported higher quarterly net income of US$740.6 million and earnings per share of US$0.79, lifted its quarterly dividend to C$0.215, and completed a C$1.19 billion buyback of 22,700,000 shares representing 2.39% of its float. Together, rising profits, a 10.3% dividend increase, and meaningful share repurchases highlight management’s emphasis on returning capital to shareholders while signaling confidence in the business. Next, we’ll examine how...
TSX:STN
TSX:STNConstruction

Stantec (TSX:STN) Valuation After Major €27.7m European Commission Sustainable Energy Contract Win

Stantec (TSX:STN) just landed a major win in Europe, securing the second phase of the European Commission’s Global Technical Assistance Facility for Sustainable Energy, a multiyear contract worth roughly €27.7 million. See our latest analysis for Stantec. Despite the recent pullback, with a 1 month share price return of negative 15.62 percent, Stantec’s year to date share price return of 16.3 percent and 5 year total shareholder return of 231.28 percent suggest long term momentum is still...
TSX:ENB
TSX:ENBOil and Gas

How Enbridge’s 3% Dividend Hike And 2026 Capital Plan At Enbridge (TSX:ENB) Has Changed Its Investment Story

Enbridge Inc. has already declared a quarterly dividend of C$0.97 per common share, payable on March 1, 2026, a 3% increase that extends its dividend growth streak to 31 consecutive years, alongside updated guidance for 2026 cash flows and capital spending. The Board also set detailed preferred share dividends and outlined about C$10 billion of 2026 growth capital, signaling continued emphasis on pipeline and gas utility expansion funded without new external equity. We’ll now examine how...
TSX:LB
TSX:LBBanks

Laurentian Bank (TSX:LB) Q3: Efficiency Ratio Near 76% Undercuts Margin-Improvement Narrative

Laurentian Bank of Canada (TSX:LB) just posted fiscal Q3 2025 revenue of about CA$235.7 million, with EPS of roughly CA$0.73, setting the tone for its latest earnings snapshot. The bank has seen quarterly revenue move from roughly CA$240.3 million in Q4 2024 to CA$234.5 million in Q1 2025 and CA$225.8 million in Q2 2025 before landing at CA$235.7 million in Q3, while EPS shifted from CA$0.88 to CA$0.76, CA$0.69 and then CA$0.73 over the same stretch. This frames a choppy but measurable...
TSX:FM
TSX:FMMetals and Mining

How Investors Are Reacting To First Quantum Minerals (TSX:FM) Insider Share Purchases By Management

Earlier this week, First Quantum Minerals reported insider share purchases by members of its management team, underscoring internal support for the miner’s diversified copper, nickel, and gold operations. Because insiders tend to have detailed knowledge of operational and project risks, their decision to buy shares often carries extra informational weight for outside investors. We’ll now explore how this insider buying activity may shape First Quantum Minerals’ investment narrative,...
TSX:GSY
TSX:GSYConsumer Finance

Assessing goeasy’s (TSX:GSY) Valuation as CEO Succession Plan Shifts Leadership to Patrick Ens

goeasy (TSX:GSY) is back in focus after announcing a planned CEO handoff, with Dan Rees stepping down for health reasons and easyfinancial President Patrick Ens set to take the reins on January 1, 2026. See our latest analysis for goeasy. The leadership announcement lands after a rough stretch for the stock, with the 30 day share price return at minus 23.79 percent and the 1 year total shareholder return at minus 23.97 percent. This suggests momentum has clearly cooled despite still positive...
TSX:EDV
TSX:EDVMetals and Mining

Endeavour Mining (TSX:EDV): Valuation Check After Bold Five-Year Gold Exploration Roadmap to 2030

Endeavour Mining (TSX:EDV) just laid out a punchy five year exploration roadmap, targeting 12 to 15 million ounces of new gold resources by 2030, and the timing is stirring fresh debate around the stock. See our latest analysis for Endeavour Mining. That roadmap comes after a powerful rerating, with a roughly 137% year to date share price return and a 148% one year total shareholder return signalling that momentum has been building rather than fading. If this kind of gold story has your...
NEOE:DEFI
NEOE:DEFICapital Markets

DeFi Technologies (NEOE:DEFI): Revisiting Valuation After a Sharp Share Price Pullback

DeFi Technologies (NEOE:DEFI) has been sliding recently, with the stock down sharply over the past month and past 3 months. That pullback is prompting investors to revisit the company’s fundamentals. See our latest analysis for DeFi Technologies. That recent selloff sits on top of a much bigger swing. The latest share price of CA$1.80 comes after a steep year to date share price decline, but still leaves long term total shareholder returns extremely strong. However, momentum is clearly fading...