TSXV:ARTG
TSXV:ARTGMetals and Mining

Artemis Gold (TSXV:ARTG) Valuation After Earnings Turnaround and Strong Blackwater Production

Artemis Gold (TSXV:ARTG) just capped off a quarter that might make investors stop and reevaluate their outlook, with the company swinging from a net loss last year to a hefty net profit this time around. Not only did Artemis post CAD 100 million in earnings for the second quarter, but its Blackwater mill outperformed expectations by operating above nameplate capacity in June. If that was not enough to catch market attention, Artemis also locked in a new $700 million revolving credit facility,...
TSX:LUN
TSX:LUNMetals and Mining

Does Lundin Mining’s (TSX:LUN) Updated Capital Return Approach Reflect a Strategic Shift in Priorities?

Lundin Mining recently reported its second quarter 2025 financial results, declared a regular dividend, and provided updates on its share capital and ongoing share buyback program. The company's updated capital management approach, including sustained shareholder returns and share buybacks, signals a continued commitment to efficient capital allocation amid operational expansion. We'll explore how the regular dividend declaration and capital updates may shape Lundin Mining's investment...
TSX:AQN
TSX:AQNIntegrated Utilities

Is Algonquin's ESOP Share Offering and Rising Analyst Optimism Reshaping Its Investment Case (TSX:AQN)?

Earlier this month, Algonquin Power & Utilities Corp. filed a shelf registration for 2,500,000 common shares valued at $14.68 million as part of an Employee Stock Ownership Plan (ESOP) related offering. This move coincides with a period of improved earnings estimates and significant analyst optimism regarding the company’s financial outlook. We’ll explore how the strengthening analyst sentiment and rising earnings expectations could influence Algonquin’s investment narrative going...
TSXV:TOI
TSXV:TOISoftware

How Insider Selling and Ownership Concentration May Influence Topicus.com's Future Governance (TSXV:TOI)

In the past week, Topicus.com Inc. saw its market capitalization decrease by CA$580 million, with public companies holding a substantial 49% ownership stake primarily impacted. Insider share sales and a highly concentrated ownership structure, with the top two shareholders controlling more than half of the company, have sparked further scrutiny. We'll explore how insider selling and a concentrated shareholder base are shaping Topicus.com's investment narrative and governance outlook. The...
TSX:IMO
TSX:IMOOil and Gas

Record Output and Cost Cuts Might Change the Case for Investing in Imperial Oil (TSX:IMO)

In the past five years, Imperial Oil has achieved very large gains, driven by record upstream production, substantial cost reductions, and its ongoing focus on shareholder returns. The company’s investment in projects like the Strathcona renewable diesel facility and upgrades at Cold Lake signals a commitment to future growth and lower emissions. We’ll assess how Imperial Oil’s record production and ongoing efficiency initiatives could influence its long-term investment narrative and...
TSX:AP.UN
TSX:AP.UNOffice REITs

Will Pre-Leasing Success and Major Anchor Tenants Redefine Allied’s (TSX:AP.UN) Growth Narrative?

Allied Properties Real Estate Investment Trust announced significant progress on its key development projects, sharing updates on near-completion status and major leases at the Main Alley Campus in Vancouver and KING Toronto, including pre-leasing of 90% at M4 and a 20-year anchor lease with Whole Foods Market. These developments highlight Allied’s ability to attract prominent tenants and strengthen the recurring income outlook for its portfolio. We’ll explore how Allied’s momentum in...
TSX:CM
TSX:CMBanks

A Fresh Look at CIBC (TSX:CM) Valuation as Share Price Momentum Continues

Canadian Imperial Bank of Commerce (TSX:CM) has been quietly catching the eye of investors lately, as its shares have shown some resilience in a market where big moves often grab the headlines. While there hasn't been a single headline-grabbing event driving recent price action, the bank's stock appears to be generating fresh interest because of subtle shifts in its performance and improving financials. This kind of move often raises a key question for current and potential shareholders: is...
TSX:KNT
TSX:KNTMetals and Mining

Is K92 Mining's (TSX:KNT) Earnings Surge Overshadowed by Legal Hurdles in Papua New Guinea?

K92 Mining recently reported strong financial results for the second quarter and first half of 2025, with year-over-year sales and net income seeing very large increases. In parallel, the company has become subject to interim legal restrictions in Papua New Guinea after South Pacific Metals Corp. secured a court injunction over disputed exploration rights at the EL 2558 licence area, underscoring ongoing operational and jurisdictional complexities in the region. We'll now review how K92...
TSX:GIL
TSX:GILLuxury

What Gildan Activewear (TSX:GIL)'s Multi-Year Sales Growth Target Means For Shareholders

On August 13, 2025, Gildan Activewear Inc. announced multi-year earnings guidance, forecasting a compound annual net sales growth rate of 3% to 5% for the 2026–2028 period. This transparency into future sales growth targets provides increased visibility for stakeholders and highlights management's confidence in navigating evolving industry trends. We will now explore how Gildan's long-term sales outlook may influence its investment narrative and growth prospects. Uncover the next big thing...
TSX:BB
TSX:BBSoftware

Is BlackBerry’s Safety-Focused QNX Platform Reshaping the Investment Case for BlackBerry (TSX:BB)?

BlackBerry’s QNX unit has released the QNX Operating System for Safety (QOS) 8.0, a next-generation platform engineered for mission-critical embedded systems across industries, with safety and certification at its core. This launch highlights the company’s ongoing focus on advanced automotive software, especially as demand rises for secure solutions in areas like digital cockpits and driver assistance systems. We’ll explore how BlackBerry’s expanded capabilities in safety-certified platforms...
TSX:WSP
TSX:WSPConstruction

WSP Global (TSX:WSP) Valuation in Focus After Securing UK Government Consultancy Role

WSP Global (TSX:WSP) just secured a position as a supplier to the UK government’s Management Consultancy Framework Four, a development that has drawn interest from investors tracking global infrastructure and engineering firms. This selection places WSP at the forefront of delivering consultancy and technical solutions across various sectors for one of the world’s largest public sector procurement programs. Although this may not result in an immediate revenue increase, it lays the foundation...
TSX:PEY
TSX:PEYOil and Gas

How Strong Q2 Earnings and Production Growth at Peyto (TSX:PEY) Has Changed Its Investment Story

Peyto Exploration & Development Corp. recently reported a year-over-year increase in second quarter 2025 revenue to CA$307.46 million and net income to CA$87.83 million, supported by higher natural gas and NGLs production volumes. The company also filed a universal shelf registration, offering operational flexibility for future financings across various security types, while affirming its monthly dividend of CA$0.11 per common share for August 2025. We'll explore how Peyto’s strong earnings...
TSX:EIF
TSX:EIFAirlines

Is Exchange Income’s (TSX:EIF) Rising Dividend Backed by Sustainable Earnings Growth?

Earlier this month, Exchange Income Corporation declared eligible dividends of CA$0.22 per share for August 2025 and reported its second quarter 2025 results, highlighting year-over-year increases in sales, revenue, and net income, with basic earnings per share up to CA$0.78 from CA$0.69 a year before. The company's solid financial performance, including both improved profitability and sustained dividends, suggests continued confidence in its ability to generate stable cash flows for...
TSX:CAE
TSX:CAEAerospace & Defense

What CAE (TSX:CAE)'s Strong Q1 Results Mean for Shareholders

CAE Inc. reported first quarter 2025 results with sales of CA$1,098.6 million and net income of CA$57.2 million, both higher than the same period last year. This recent financial performance stands out as the primary event, as no significant governance or repurchase activities were announced at the annual meeting. We'll next explore how this earnings growth impacts CAE's long-term investment outlook by supporting recurring revenue and profit assumptions. These 13 companies survived and...
TSX:FVI
TSX:FVIMetals and Mining

Fortuna Mining (TSX:FVI): Valuation Insights Following High-Grade Gold Discoveries at Seguela Mine

Fortuna Mining (TSX:FVI) just released fresh drilling results from its Kingfisher and Sunbird deposits at the Seguela Mine in Côte d'Ivoire, and the numbers are turning heads. High gold grades across impressive widths strengthen the case that Fortuna’s mineral endowment is richer than earlier models suggested. This development could alter the near-term production and value outlook. With recent updates from the Diamba Sud project in Senegal, the narrative is becoming more growth-oriented...
TSX:BTE
TSX:BTEOil and Gas

Will Baytex Energy’s (TSX:BTE) Value Credentials Shift Perceptions in the Competitive Energy Sector?

Earlier this week, Zacks Equity Research highlighted Baytex Energy as a strong value stock, assigning it a Zacks Rank #2 (Buy) and rating it highly on valuation metrics compared to industry peers. This recognition as an attractive option for value investors brought renewed attention to Baytex Energy's earnings outlook and perceived undervaluation in the energy sector. To assess what this analyst spotlight means for Baytex Energy, we'll explore how its strong value credentials influence the...
TSX:CNR
TSX:CNRTransportation

Is It Time to Reassess Canadian National Railway After Recent Share Price Recovery?

If you have ever wondered whether Canadian National Railway (TSX:CNR) is a buy, hold, or sell, you are not alone. Plenty of investors are asking the same question, especially after seeing both the stock’s resilience and its recent turbulence. It was only a year ago that CNR’s share price felt nearly unstoppable. Fast forward to today, and things have clearly changed. The stock closed at CA$132.58, up a modest 1.4% over the past day and 2.8% over the last week, but longer-term results tell a...
TSX:BEP.UN
TSX:BEP.UNRenewable Energy

How Investors May Respond To Brookfield Renewable Partners (TSX:BEP.UN) $2 Billion Shelf Registration for Future Funding

Earlier this week, Brookfield Renewable Partners L.P. filed a $2 billion shelf registration, enabling future issuance of limited partnership units, Class A preference shares, and debt securities under an omnibus/ universal shelf format. This move provides Brookfield with increased financial flexibility to support potential capital-raising efforts, reflecting possible ambitions for expansion or investment as renewable energy sector opportunities grow. We'll examine how this new $2 billion...
TSX:SPB
TSX:SPBGas Utilities

Superior Plus (TSX:SPB) Climbs 7.5 Percent After Q2 Earnings Beat and Share Buyback Completion – Has the Bull Case Shifted?

Superior Plus Corp. recently reported improved earnings for the second quarter and first half of 2025, with sales of US$423.2 million in Q2 and net income of US$122.3 million for the six months, alongside a declared quarterly dividend and completion of a large share repurchase program. The company's sharp reduction in quarterly net loss and significant midyear earnings growth, combined with its ongoing share buybacks, reflect strengthened financial performance and capital allocation...
TSX:LNR
TSX:LNRAuto Components

Linamar (TSX:LNR) Valuation in Focus Following Second Quarter Earnings Decline

Linamar (TSX:LNR) just released its second quarter results, and the numbers show a clear drop in both sales and net income compared to last year. If you’re watching the stock, it’s understandable to have questions about what this earnings dip really means, especially since there were no major surprises or new developments from the company beyond the report. For investors trying to figure out their next move, today’s update is about reading between the lines. Is this a warning sign, or has the...
TSX:CCL.B
TSX:CCL.BPackaging

CCL Industries (TSX:CCL.B): Evaluating Valuation After Sales Grow but Profits Dip in Latest Earnings

CCL Industries (TSX:CCL.B) just released its second-quarter results, and investors who watch packaging and specialty label stocks closely are taking notice. While the company reported higher sales for both the quarter and year-to-date, net income came in lower than the prior year. This mix of growing revenues but shrinking profits raises questions about margin pressures and what they could mean for the value investors assign to the company going forward. The market appeared to digest this...