Canadian Market Community
Our community narratives are driven by numbers and valuation.
Canadian Investing Ideas
Global Weekly Picks
The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery
A case for Ridgeline Minerals: Base case CAD$2.00, Bull case CAD$5.00+
Overview of Ridgeline Minerals Corp. (TSX-V: RDG / OTCQB: RDGMF) Ridgeline Minerals Corp.Read more
Toronto-Dominion Bank (TD): Record Earnings Confronting a Multi-Year U.S. Compliance Overhaul.
TD Bank is entering a new chapter defined by aggressive capital returns and a comprehensive "house-cleaning" of its U.S. operations. Trading at $95.33 (NYSE) as of the March 9, 2026, close, the stock has slipped roughly 3.9% from its post-earnings highs above $99, mirroring the broader "risk-off" sentiment affecting the financial sector today.Read more
Upside Gold's Technical Analysis
1. Price Action & Momentum UG closed at C$1.26, adding 2.44 % in the last 24 h and 28.57 % over the past month, while leaping 152 % year-to-date 1.Read more
Strong buy
Expecting November 4 th this year to be a pivot point as the Canadian government brings out its new budget. That lines up with the rcmp corridor 2km wide x 500 feet high for a distance covering manatoba eastern boundary to Alberta western boundary.Read more
An Undervalued 3.3Moz Gold Project in Canada
Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read more
Constellation Software: The Fortress the AI Panic Forgot to Account For
Headline: Constellation Software (CSU): Why the AI Sell-off is a Category Error (and a Generational Buy) The market is currently punishing Constellation Software by applying a "generic AI disruption" narrative that fundamentally misunderstands the DNA of the business. Investors are pricing CSU as if it were a commodity software play, when in reality, it is a holding company for critical digital infrastructure.Read more
Beyond 2026, Beyond a Double
Executive Summary: Under base-case assumptions – Brent crude stabilising at ~$70/bbl by 2027, PetroTal’s production exceeding 20,000 bopd, and a P/E ~10 – PetroTal’s stock is poised to roughly double by 2027–2028 (into the $0.8–$1.0/share range). This upside is driven by robust output growth and a re-rating from today’s low valuation (the stock trades at low multiples vs.Read more
Sustained Silver at ~US$100/oz Drives Explosive Leverage and Re-Rating for PAAS
Pan American Silver (PAAS) stands to benefit enormously from a structural shift in the silver market, where I expect the price to stabilize long-term around US$100 per ounce (or higher), driven by persistent supply deficits (Silver Institute forecasts ongoing shortfalls through 2027+), surging industrial demand (solar PV, EVs, electronics, and AI-related applications consuming ever-larger volumes), and renewed monetary/investment interest amid inflation/geopolitical risks. Unlike conservative analyst models that often embed long-term silver assumptions of US$25–35/oz (leading to muted cash flow projections and lower fair values), my base case assumes silver averages ~US$100 over the forecast period.Read more
SIrios Resources (SOI) is significantly undervalued on a risk-adjusted basis.
Sirios and OVI combined to form a single, Osisko-backed company which now owns a portfolio of properties near James Bay, Quebec. Of primary importance is their flagship project: Cheechoo.Read more
