TSX:ARE
TSX:AREConstruction

Is Aecon Group (TSX:ARE) Quietly Redefining Its Earnings Quality With Long-Term LRT Concessions?

Aecon Group recently marked the opening of Toronto’s 10.3-kilometre Finch West LRT, where it holds a 33.3% equity stake and will participate in a 30-year maintenance term alongside its construction role. This milestone underscores Aecon’s growing emphasis on long-duration, concession-style infrastructure assets that can support more recurring revenue and long-term project visibility. We’ll now examine how Aecon’s 30-year maintenance role on Finch West LRT could influence its investment...
TSX:ALA
TSX:ALAGas Utilities

Does AltaGas’ 2026 Dividend Hike And Strike Resilience Change The Bull Case For AltaGas (TSX:ALA)?

AltaGas Ltd.’s board has approved a 6% increase to the annual common share dividend to CA$1.34 per share for 2026, with the first quarterly payment of CA$0.334 per share scheduled for March 31, 2026, to shareholders of record on March 16, 2026. Alongside this dividend uplift, AltaGas has kept Ridley Island Propane Export Terminal exports running through a labour strike by activating contingency plans and signaling minimal expected financial impact, underlining the resilience of its utility...
NEOE:ABXX
NEOE:ABXXSoftware

Assessing Abaxx Technologies (NEOE:ABXX) Valuation After New UK Wind Futures Launch and Stellar Trading Integration

Abaxx Technologies (NEOE:ABXX) just put another piece on the board, lining up a December launch for its Enwex United Kingdom Onshore Wind futures while deepening market access through fresh connectivity with Stellar Trading Systems. See our latest analysis for Abaxx Technologies. Those moves come after a powerful run, with an approximately 90 percent 3 month share price return and a roughly 284 percent 1 year total shareholder return signalling that momentum is still very much in Abaxx’s...
TSX:FFH
TSX:FFHInsurance

How Investors May Respond To Fairfax (TSX:FFH) Reshaping Capital And Cutting Its Orla Mining Stake

Fairfax Financial Holdings has recently moved to redeem its Series I and J preferred shares for CA$25.00 each, continued paying quarterly dividends on its preferred series, and sold 25,000,000 Orla Mining shares for about CA$441.10 million as part of a portfolio rebalancing by its insurance subsidiaries. This combination of preferred share redemptions, ongoing dividends, and a large equity sale highlights how Fairfax is actively reshaping its capital structure and investment exposure while...
TSXV:SLVR
TSXV:SLVRMetals and Mining

Does Silver Tiger Metals' (TSXV:SLVR) CA$40 Million Equity Raise Reframe Its Long-Term Funding Story?

Silver Tiger Metals Inc. recently completed a follow-on equity offering of CA$40.00 million at CA$0.73 per share and reported a reduced quarterly net loss of CA$924,249 for the period ended September 30, 2025. The combination of fresh equity capital, slightly lower losses, and heightened visibility from recent mining conference presentations may reshape how investors view the company’s funding runway and project ambitions. We’ll now explore how the new CA$40.00 million equity raise...
TSX:EXE
TSX:EXEHealthcare

Extendicare (TSX:EXE) Valuation After $200 Million Raise for CBI Home Health Acquisition

Extendicare (TSX:EXE) just closed a CA$200 million private placement to help its ParaMed unit buy CBI Home Health. This deal could reshape its home care footprint across Canada and sharpen its growth profile. See our latest analysis for Extendicare. The market seems to like this strategic push, with a roughly 38% 1 month share price return and a powerful 1 year total shareholder return of about 120%. This suggests momentum rather than a one off spike. If this kind of consolidation story has...
TSX:GEI
TSX:GEIOil and Gas

What Gibson Energy (TSX:GEI)'s Long-Term Take-or-Pay Renewals and Texas Expansion Means For Shareholders

In late November 2025, Gibson Energy Inc. renewed a 20-year take-or-pay refined products services agreement and extended a 10-year terminal storage contract with senior integrated oil sands customers at its Edmonton Terminal, while also approving a new U.S. infrastructure project in Texas to support growth. These long-duration, take-or-pay commitments and the Texas expansion highlight how anchored customer demand and incremental infrastructure can reinforce Gibson’s contracted midstream cash...
TSX:BN
TSX:BNCapital Markets

Brookfield’s Asset-Manager Spin-Off And AI Push Might Change The Case For Investing In Brookfield (TSX:BN)

In late November 2025, reports indicated that Brookfield Corporation is considering spinning off its asset management unit at a valuation of about US$70 billion to US$100 billion, while also completing a CAD$200 million issue of 5.65% callable Class A preferred shares and participating in an AI data-center joint venture in India. This combination of a potential separation of the high-profile asset management arm and exposure to large-scale AI infrastructure could materially reshape how...
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...