TSX:DML
TSX:DMLOil and Gas

Denison Mines (TSX:DML): Assessing Valuation Following $300 Million Convertible Notes Offering

If you have Denison Mines (TSX:DML) on your radar, the company’s latest move might have you reaching for your calculator. Just yesterday, Denison closed a $300 million fixed-income offering through convertible senior unsecured notes due 2031. These offerings can reshape the company’s balance sheet and tell investors plenty about how management is thinking about financing growth or navigating the evolving uranium market. This capital raise follows a stretch of meaningful ups and downs for...
TSX:PEY
TSX:PEYOil and Gas

Peyto (TSX:PEY) Valuation in Focus After Strong Q2 Revenue and Earnings Growth

If you have been tracking Peyto Exploration & Development (TSX:PEY), you probably noticed the flurry of activity following its latest earnings release. The company just turned in a strong second quarter, reporting considerable year-over-year gains in revenue and net income, with natural gas output also rising. For shareholders, these numbers stand out as a sign of operational momentum that could change how the market views Peyto’s growth prospects. The stock has climbed 39% over the past year...
TSX:AP.UN
TSX:AP.UNOffice REITs

Allied Properties REIT (TSX:AP.UN): Valuation in Focus After High-Profile Tenant Leases at Vancouver and Toronto Projects

Allied Properties Real Estate Investment Trust (TSX:AP.UN) just shared a meaningful update that is sure to catch the eye of anyone following the stock. The company is on the cusp of completing two major developments: M4 of Main Alley Campus in Vancouver and KING Toronto. Both projects are already drawing high-profile tenants. Netflix is set to be the primary tenant at M4, and a pending lease expansion will likely boost the project’s occupancy to 90%. Meanwhile, KING Toronto will soon welcome...
TSX:EDR
TSX:EDRMetals and Mining

Endeavour Silver (TSX:EDR) Valuation Spotlight After Mixed Q2 Results and Rising Silver Production

Endeavour Silver (TSX:EDR) has just released its latest quarterly results, and the numbers are giving investors plenty to think about. The highlight is a jump in revenue for the second quarter, up 52% compared to last year, mainly due to higher silver production. On the other hand, net losses widened for both the quarter and the half-year, reflecting ongoing challenges in managing costs and lower gold output. This combination of accelerating sales and deeper losses creates a complicated...
TSX:TRI
TSX:TRIProfessional Services

A Fresh Look at Thomson Reuters (TSX:TRI) Valuation After New AI Partnership and $1 Billion Buyback

Thomson Reuters (TSX:TRI) just announced two significant moves that have investors taking a closer look. First, the company is partnering with Clockwork.ai to embed powerful AI-driven financial planning tools into its platform. This partnership aims to offer accounting firms faster and deeper insights for client advisory work. In addition, management has launched a $1 billion share repurchase program, putting real capital behind their confidence in the company’s future and its current...
TSX:EIF
TSX:EIFAirlines

Exchange Income (TSX:EIF) Valuation in Focus After Earnings Growth and Dividend Confirmation

If you’ve been watching Exchange Income (TSX:EIF), the recent quarterly earnings and another steady monthly dividend may have caught your eye. The company just reported higher revenue and net income versus a year ago, along with confirmation of its CA$0.22 per share dividend payout through September. For investors, this combination of growing profits and ongoing income signals confidence from management, even as market conditions remain mixed. So far in 2025, Exchange Income’s shares have...
TSX:CLS
TSX:CLSElectronic

Celestica (TSX:CLS): Evaluating Valuation After Record Q2 Results and Surging Hyperscaler Demand

Celestica (TSX:CLS) just delivered its strongest Q2 results in more than two years, sparking considerable investor debate. The key driver was a sharp increase in demand from hyperscalers, indicating that Celestica’s tech and supply chain solutions are capturing attention from major industry players. Analysts note management’s conservative guidance, leading some to question whether the recent upside is just the beginning. This performance brings valuation considerations to the forefront for...
TSX:AAUC
TSX:AAUCMetals and Mining

Will CEO and Director Buying After Q2 Results Shift Allied Gold's (TSX:AAUC) Investment Narrative?

After releasing its Q2 results earlier this month, Allied Gold saw significant insider activity when CEO Peter Marrone purchased 52,200 shares at CA$16.36 and Director Richard Graff acquired 1,200 shares at CA$16.38 in the public market. This level of insider buying following a quarterly update can send a clear signal regarding management’s confidence in the company’s long-term prospects. We’ll examine how recent insider share purchases could influence perceptions of Allied Gold's...
TSX:TD
TSX:TDBanks

A Look at TD Bank’s (TSX:TD) Valuation After Recent Fixed-Income Offerings and Funding Moves

Toronto-Dominion Bank (TSX:TD) has been making headlines with a series of new fixed-income offerings, both announced and completed in recent weeks. For investors on the fence about what to do next, these moves shed light on the bank’s funding plans and its approach to managing capital in a shifting market environment. By issuing senior and junior unsecured notes with various maturities, TD appears focused on fine-tuning its balance sheet while locking in today’s rates. This recent financing...
TSX:CP
TSX:CPTransportation

How Investors May Respond To Canadian Pacific Kansas City (TSX:CP) Opening Major Kansas City Import-Export Hub

Americold Realty Trust has celebrated the opening of a new $100+ million, 335,000-square-foot Import-Export Hub in Kansas City, Missouri, developed in partnership with Canadian Pacific Kansas City to serve as a critical facility on the CPKC rail network and support the Mexico Midwest Express refrigerated goods rail route. The facility’s ability to perform on-site USDA inspections and accommodate high-capacity loads directly addresses bottlenecks in cross-border food logistics, making it a...
TSX:CHE.UN
TSX:CHE.UNChemicals

What Chemtrade Logistics Income Fund (TSX:CHE.UN)'s Share Buyback and Dividend Boost Mean for Investors

Earlier this month, Chemtrade Logistics Income Fund announced a cash distribution of CA$0.0575 per unit for August 2025 and authorized a share repurchase program that will allow the company to buy back up to 11,231,131 shares, close to 10% of its issued share capital, by August 2026. These actions, alongside the release of second quarter results showing higher sales year-over-year but lower net income for the quarter, suggest a focus on returning value to unitholders while actively managing...
TSX:CCL.B
TSX:CCL.BPackaging

The Bull Case For CCL Industries (TSX:CCL.B) Could Change Following Key Board Appointments and Earnings Reveal

CCL Industries Inc. recently reported second quarter earnings, announcing sales of CA$1.93 billion and net income of CA$213.1 million for the period ended June 30, 2025, while also appointing Mandeep Chawla and Michael Larsson to its Board of Directors. The additions to the Board bring considerable experience in finance and global business leadership, potentially reinforcing the company’s governance and operational direction. With new board members contributing deep expertise in finance and...
TSX:LNF
TSX:LNFSpecialty Retail

What Leon's Furniture (TSX:LNF)'s Dividend Increase Means For Shareholders

Leon's Furniture Limited has announced an increase in its quarterly dividend to C$0.2400 per share, payable on October 7, 2025, with an ex-date and record date set for September 9, 2025. This higher dividend payout signals management's confidence in the company's financial stability and may indicate solid underlying cash flows. We'll explore how the dividend increase reinforces Leon's Furniture's investment narrative around financial health and shareholder returns. The end of cancer? These...
TSX:AC
TSX:ACAirlines

The Bull Case For Air Canada (TSX:AC) Could Change Following Ground Pay Deal With Flight Attendants

Air Canada has resumed flights and is restoring service after resolving a strike by its 10,000 flight attendants, following a mediated agreement with the Canadian Union of Public Employees (CUPE) and a directive from the Canada Industrial Relations Board. The new tentative agreement not only ends a high-profile labor dispute but could also set new pay standards for ground work across the airline industry, potentially impacting long-term cost structures. We'll explore how the introduction of...