TSX:DFY
TSX:DFYInsurance

Will Jefferies’ Bullish Coverage of Definity (TSX:DFY) Shift Its Underwriting-Led Investment Narrative?

In early January 2026, Jefferies initiated coverage of Definity Financial Corp. with a Buy rating, highlighting disciplined underwriting, improving pricing in personal and commercial lines, and a strong capital position supporting organic growth and capital flexibility in the Canadian property and casualty market. This fresh analyst attention, arriving after a quiet period for company-specific news, puts renewed focus on Definity’s digital capabilities as a potential driver of future...
TSX:ATZ
TSX:ATZSpecialty Retail

Aritzia (TSX:ATZ) Same Store Sales Surge Tests Bulls’ Expansion Narrative

Aritzia (TSX:ATZ) has put up another busy quarter, with Q3 2026 revenue of about C$1.0b and basic EPS of C$1.20, alongside net income of C$138.9 million and same store sales growth of 34.3%. The company has seen revenue move from C$728.7 million and EPS of C$0.66 in Q3 2025 to C$1.0b and C$1.20 in Q3 2026, with trailing twelve month revenue at C$3.4b and EPS of C$3.03 setting the backdrop for how investors read these numbers. With trailing net profit margins now higher than a year ago, the...
TSX:PSK
TSX:PSKOil and Gas

PrairieSky Royalty (TSX:PSK) Valuation Check After Recent Share Price Move

PrairieSky Royalty (TSX:PSK) has been drawing attention after recent trading performance, with the share price up about 1.7% over the past day but lower over the past month. See our latest analysis for PrairieSky Royalty. Looking beyond the latest move, PrairieSky Royalty’s share price return has been slightly negative year to date. A 6.9% 90 day share price gain and strong 5 year total shareholder return of 190.2% suggest longer term momentum has been more supportive, even as its current...
TSX:ALS
TSX:ALSMetals and Mining

A Look At Altius Minerals (TSX:ALS) Valuation After Recent Project Generation And Royalty Portfolio Updates

Altius Minerals (TSX:ALS) has drawn fresh attention after updating investors on several Project Generation moves, including funding private explorer Centauri Minerals and increasing its equity position in Perseverance Metals. See our latest analysis for Altius Minerals. Those Project Generation updates are landing against a strong run in the stock, with Altius Minerals’ share price at CA$43.81 after a 35.38% 90 day share price return and a 58.84% 1 year total shareholder return, which...
TSX:AIF
TSX:AIFReal Estate

Assessing Altus Group (TSX:AIF) Valuation After Expanded ARGUS Deal With Jones Lang LaSalle

Altus Group (TSX:AIF) is back in focus after Jones Lang LaSalle renewed and expanded its use of ARGUS Intelligence across global Capital Markets & Investment Services, highlighting fresh commercial traction with a large institutional client. See our latest analysis for Altus Group. Altus Group’s share price has been steady overall this year, with a modest 1 day share price return of 1.67% and a 1 year total shareholder return of 6.56%. This suggests momentum has been relatively muted even as...
TSX:IMG
TSX:IMGMetals and Mining

Why IAMGOLD (TSX:IMG) Is Up 7.6% After Joining the S&P/TSX Composite Index - And What's Next

IAMGOLD’s recent inclusion in the S&P Composite Index has already taken place, marking a significant step in raising its profile among institutional and index-tracking investors in the Canadian market. This index addition can reshape how the company is perceived by larger pools of capital, potentially influencing trading liquidity and investor attention in ways that go beyond its underlying mine performance. With IAMGOLD now part of the S&P Composite Index, we’ll explore how this enhanced...
TSX:EQB
TSX:EQBBanks

Assessing EQB (TSX:EQB) Valuation After Announcing A New Share Buyback Program

EQB (TSX:EQB) has put a fresh buyback on the table, with a normal course issuer bid authorizing the repurchase and cancellation of up to 2,215,794 shares, or 5.94% of its common equity. See our latest analysis for EQB. The buyback comes as EQB’s shares trade at CA$104.52, with a 30 day share price return of 6.81% and a 90 day share price return of 14.19%. The 3 year total shareholder return of 91.16% and 5 year total shareholder return of 112.33% point to strong longer term compounding,...
TSX:FSV
TSX:FSVReal Estate

Does FirstService (TSX:FSV) Turn Capital Efficiency Into Durable Advantage Through Its Vendor Network Strategy?

FirstService Corp was recently highlighted by a quality-focused stock screen for its consistent revenue and EBIT growth, efficient capital use, and strong financial position, while its FirstService Residential division earlier held its fourth Preferred Vendor Trade Show in Vancouver to deepen relationships with strata council members and approved vendors. This combination of recognized financial quality and on‑the‑ground engagement with key property-management stakeholders underscores how...
TSXV:ZDC
TSXV:ZDCTrade Distributors

Is Zedcor’s (TSXV:ZDC) Insider Buying Quietly Reframing Its Management Alignment Story?

On January 7, 2026, Zedcor Inc. senior officer, director, and 10% holder Dean Sylvan Swanberg purchased 100,000 common shares on the open market at CA$4.707 per share, investing about CA$470,670 and lifting his directly held stake by 6.3%. This sizeable insider purchase concentrates ownership further in the hands of an existing major shareholder, highlighting management’s alignment with long-term shareholders’ interests. We’ll now examine how this sizable insider purchase by a senior...
TSX:AFN
TSX:AFNMachinery

Ag Growth International (TSX:AFN) Q3 Profit Challenges Bearish Narratives Around Persistent TTM Loss

Ag Growth International (TSX:AFN) has released its Q3 2025 numbers, with revenue of CA$389.4 million and basic EPS of CA$0.83, alongside net income of CA$15.6 million. The company’s quarterly revenue has moved from CA$357.2 million and EPS of CA$0.94 in Q3 2024 to CA$389.4 million and EPS of CA$0.83 in Q3 2025, while trailing twelve month revenue sits at about CA$1.4 billion and EPS on this basis remains at a loss of CA$0.49. Overall, the results show solid top line scale, with margins that...
TSX:TSU
TSX:TSUInsurance

Trisura Group (TSX:TSU) Is Up 6.9% After E&S Premiums Accelerate In Key U.S. Markets

In early January 2026, RBC reiterated its positive view on Trisura Group after December 2025 excess and surplus insurance stamping office data from California, Florida, and Texas showed a strong pickup in sector premiums. This sector-level acceleration in key U.S. specialty markets is being interpreted as a supportive signal for Trisura’s opportunity set in excess and surplus lines. We’ll now examine how the strengthening excess and surplus premium trends could influence Trisura Group’s...
TSX:NFI
TSX:NFIMachinery

Assessing NFI Group (TSX:NFI) Valuation As Zero Emission Bus Contracts And Supply Chain Gains Support Recovery

Recent supply chain improvements and new multi year agreements for zero emission battery electric and hydrogen fuel cell buses have pushed NFI Group (TSX:NFI) back into focus for investors who are assessing its recovery story. See our latest analysis for NFI Group. The recent supply chain relief and zero emission bus agreements sit against a share price of CA$16.11, with a 30 day share price return of 20.22% and a 1 year total shareholder return of 17.94%. This suggests that momentum has been...
TSX:TMQ
TSX:TMQMetals and Mining

Trilogy Metals (TSX:TMQ) Is Up 14.8% After US Backs Ambler Road Access Project

The Trump administration previously took a 10% equity stake in Trilogy Metals and issued an executive order authorizing construction of an access road to Alaska’s Ambler Mining District, unlocking physical access to the mineral-rich Upper Kobuk Mineral Projects that Trilogy partly owns. This combination of government ownership and infrastructure support is unusual, effectively tying Trilogy’s future project development to US critical-minerals supply chain priorities. We’ll now examine how...
TSX:EIF
TSX:EIFAirlines

Assessing Exchange Income (TSX:EIF) Valuation After Arctic Surveillance Interest Around PAL Aerospace

Recent commentary around Arctic and North Atlantic defence priorities has put Exchange Income (TSX:EIF) and its PAL Aerospace unit in focus, as investors watch potential maritime surveillance opportunities near Greenland and related Danish funding discussions. See our latest analysis for Exchange Income. The recent focus on PAL Aerospace’s Arctic surveillance work comes at a time when Exchange Income’s share price has climbed to CA$88.71, with an 8.30% 1 month share price return and a 16.99%...