The Canadian market, amid discussions on interest rates and inflation, remains a focal point for investors seeking stability and growth. While higher interest rates can pose challenges, the underlying economic fundamentals provide a supportive backdrop for equities. In this context, penny stocks—though an outdated term—continue to attract attention due to their potential for value and growth, especially when backed by strong financials.
Amidst a backdrop of stable interest rates and contained inflation in Canada, investors are navigating a market landscape where economic fundamentals appear supportive for equities. In this environment, dividend stocks on the TSX can offer appealing opportunities for income-focused investors seeking stability and potential growth.
Celestica has announced plans, now dated, to build a major new manufacturing campus in Fort Worth, Texas, adding about 1,700 skilled jobs to support next-generation data center and advanced technology production.
This expansion underscores how rising demand for AI and cloud infrastructure is pushing Celestica to deepen U.S.-based capacity for hyperscaler and enterprise customers.
We’ll now examine how Celestica’s new Fort Worth campus, aimed at AI and cloud infrastructure demand, could...
Morgan Stanley’s downgrade of TC Energy (TSX:TRP) to Equal Weight and Goldman Sachs’ move to Neutral have put the stock under fresh scrutiny, especially with recent insider selling and sector specific midstream concerns.
See our latest analysis for TC Energy.
Despite the downgrade headlines, TC Energy’s share price has kept climbing. The last close was CA$96.85, with a 30-day share price return of 6.6% and a 1-year total shareholder return of 48.89%, pointing to strong recent momentum on top...
Executive change in U.S. leadership
AtkinsRéalis Group (TSX:ATRL) appointed Byron Bright as President, U.S., effective July 1, 2026, in a planned transition that keeps outgoing leader Steve Morriss focused on global Minerals & Metals and hyperscaler growth markets.
See our latest analysis for AtkinsRéalis Group.
AtkinsRéalis' CA$82.41 share price has had a mixed spell, with a 1-day share price return of 3.18% but a 30-day share price return down 7.30%. The 3-year total shareholder return of...
Earlier in 2026, Lundin Mining completed a share repurchase of 1,850,094 shares, or 0.22% of its float, for US$51,000,000 under the buyback announced on December 11, 2025.
The company is also preparing to outline its long-term ambitions, including its goal of becoming a top ten global copper producer, at its upcoming Capital Markets Day presentation.
Next, we’ll examine how the planned Capital Markets Day outlook presentation could influence Lundin Mining’s existing investment narrative and...
First Quantum Minerals recently reported that the Kansanshi S3 expansion, which began producing concentrate in August, is now lifting copper output and improving operational efficiency across the operation.
This operational progress at Kansanshi is prompting investors to reassess how higher volumes and better cost performance could influence the company’s longer-term earning power.
We’ll now explore how the ramp-up of the Kansanshi S3 expansion shapes First Quantum Minerals’ broader...
In recent months, Colliers International Group has been highlighted for its evolution into a three-engine professional services platform, with about 70% of earnings now coming from recurring and resilient revenue streams across investment management, capital markets, and engineering services.
Commentary has zeroed in on the Investment Management division, anchored by Harrison Street, as a key differentiator that could shape how investors weigh Colliers’ fee-based cash flows against ongoing...
Ero Copper Corp. recently presented at the 2026 Raymond James Copper Conference in Toronto and reported new assay results from over 75,000 meters of drilling at its Furnas Copper-Gold Project in Brazil, where mineralization remains open at depth and along strike.
The latest step-out and infill drill holes not only extend known copper-gold mineralization beyond the current resource envelope but also support the company’s accelerated path to earning a 60% interest in Furnas and advancing...
Energy Fuels Inc. recently reported that by June 30, 2026, it had produced about 1.6 million pounds of uranium at its White Mesa Mill in Utah, with processing costs at historically low levels of roughly US$9–US$12 per pound.
The company also confirmed that modifications at White Mesa to enable commercial heavy rare earth element production are underway, signaling a potential broadening of its revenue mix beyond uranium alone.
We’ll now examine how this combination of higher-than-planned...
Allied Gold (TSX:AAUC) has put its Côte d’Ivoire CDI Complex front and center, outlining longer mine lives, higher mineral inventories, and a revised production plan, while reaffirming its commitment to the pending Arrangement with Zijin Gold International.
See our latest analysis for Allied Gold.
Allied Gold’s CA$34.92 share price has seen some pressure recently, with the 30 day share price return down 14.52% and the 90 day share price return down 18.12%. This comes despite a 10.30% year to...
Wheaton Precious Metals Corp. recently presented at the RBC Capital Markets Global Mining & Materials Conference 2026 in New York, highlighting its latest performance following record Q1 2026 revenue driven by a very large jump in realized gold-equivalent prices.
The company also announced an 18% increase in its quarterly dividend, underlining how its capital-light streaming model can convert stronger pricing into higher cash returns for shareholders.
We’ll now explore how the record...
Board change and new product draw investor attention
Draganfly (CNSX:DPRO) is back on investors’ radar after launching its Outrider border drone, aimed at government security customers, while director Scott Larson has stepped down and will not stand for re-election at the upcoming AGM.
See our latest analysis for Draganfly.
The recent launch of Outrider and the board change arrive during a volatile period, with a 23.6% 1 month share price return, a very large 1 year total shareholder return,...
MDA Space announced that it has been selected by BAE Systems to design and build antennas and control electronics for the U.S. Space Systems Command’s MEO EPOCH 2 Resilient Missile Warning & Tracking satellites, with the contract added to its first-quarter 2026 backlog and work scheduled through 2027.
This contract embeds MDA Space deeper into a major U.S. defense space program, expanding its backlog with highly technical, defense-grade satellite hardware.
We’ll now examine how this new U.S...
Earlier this month, Almonty Industries Inc. completed a US$700 million offering of 2.25% convertible senior unsecured notes due July 1, 2031, issued at 100% of principal under Rule 144A.
The significantly oversubscribed financing, including full exercise of the over-allotment option, bolsters Almonty’s financial flexibility as it advances the Sangdong Mine to supply conflict-free tungsten outside China for the U.S. and its allies.
We’ll now examine how this oversubscribed convertible notes...
DPM Metals Inc. recently reported a major new discovery of high-grade gold-copper porphyry mineralization at the Brevene South Porphyry target, including a 713 metre intercept grading 2.52 g/t AuEq from deep drilling adjacent to its Chelopech mine in Bulgaria.
An interesting aspect is that this high-grade porphyry system lies roughly one kilometre from existing Chelopech reserves, raising the prospect of leveraging current underground infrastructure to potentially support future mine life...
National Bank of Canada has completed a CAD 600 million fixed-to-floating rate, limited recourse, subordinated bond offering maturing on August 16 2086, adding long-term variable-rate funding to its capital structure.
This complex Limited Recourse Capital Notes structure, tied to preferred shares in a dedicated trust, fine-tunes the bank’s loss-absorbing capital and funding flexibility.
We’ll now examine how this CAD 600 million Limited Recourse Capital Notes issuance may influence National...
