TSX:FNV
TSX:FNVMetals and Mining

Does Franco-Nevada (TSX:FNV) Still Offer True Diversification Amid Latin American Legal Uncertainty?

In recent days, Franco-Nevada has come under pressure as investors reassessed its exposure to a legally disputed Latin American asset and a softer precious metals outlook, putting its business mix under closer scrutiny. The episode has thrown fresh attention on how Franco-Nevada’s royalty and streaming model can limit direct operational risk while still leaving the company exposed to concentration and geopolitical uncertainties. Next, we’ll examine how concerns over the disputed Latin...
TSX:FTS
TSX:FTSElectric Utilities

Assessing Fortis (TSX:FTS) Valuation As Dividend Growth And Capital Investment Plans Attract Income Investors

Interest in Fortis (TSX:FTS) has picked up as investors focus on its long history of dividend increases and a large capital investment plan focused on regulated utility infrastructure across Canada, the US, and the Caribbean. See our latest analysis for Fortis. At a share price of $71.63, Fortis has seen a modest 30 day share price return of 2.10%, while the 1 year total shareholder return of 26.11% points to steady, income driven momentum rather than sharp short term swings. If Fortis has...
TSX:NTR
TSX:NTRChemicals

Assessing Nutrien (TSX:NTR) Valuation After Profertil Exit And Portfolio Streamlining

Why Nutrien’s Profertil exit matters for shareholders Nutrien (TSX:NTR) has closed the sale of its 50% stake in Argentine nitrogen producer Profertil S.A., a move that fits a wider divestment effort across its agricultural input assets. The company has raised about $900 million in gross proceeds from these asset sales since late 2024. It plans to direct this capital toward targeted growth projects, share repurchases, and paying down debt. See our latest analysis for Nutrien. At a share price...
TSX:NA
TSX:NABanks

How NBC Global Finance’s JTC Stake Sale and ROE Target Will Impact National Bank of Canada (TSX:NA) Investors

In recent days, NBC Global Finance Limited, linked to National Bank of Canada, disclosed the sale of 1,553,823 JTC plc shares, while the bank also commented on Canadian trade data, Montreal housing trends, and macro priorities including a 17%+ ROE target by 2027. Together with commentary on its consistent dividends, focused growth in wealth management and regional markets, and disciplined capital deployment, these updates highlight National Bank of Canada’s positioning as an income-oriented...
TSX:CG
TSX:CGMetals and Mining

Is It Time To Reassess Centerra Gold (TSX:CG) After Its Strong Share Price Rally?

If you are wondering whether Centerra Gold's current share price reflects its true worth, you are not alone; many investors are asking the same question right now. The stock recently closed at $21.39, with returns of 10.1% over 7 days, 9.6% over 30 days, 10.1% year to date, 161.6% over 1 year and 185.6% over 3 years, along with a 73.7% return over 5 years. Recent news around Centerra Gold has focused on ongoing operational updates, project developments and how the company is positioned...
TSX:OR
TSX:ORMetals and Mining

OR Royalties (TSX:OR) Is Up 11.0% After Record 2025 Royalty Revenue – Has The Bull Case Changed?

OR Royalties Inc. recently reported preliminary fourth-quarter 2025 revenues from royalties and streams of $90.5 million and full-year revenues of $277.4 million, alongside attributable production of 21,735 and 80,775 gold equivalent ounces for the quarter and year, respectively. These record royalty and streaming revenues, paired with solid gold equivalent ounce output, underscore the company’s capacity to convert production exposure into growing top-line results. With record full-year...
TSX:EIF
TSX:EIFAirlines

Is Exchange Income’s (TSX:EIF) Greenland Foothold Quietly Redefining Its Arctic Defense Ambitions?

CIBC Capital Markets recently reiterated its outperform rating on Exchange Income, highlighting potential growth for its PAL Aerospace unit in maritime surveillance around Greenland amid rising Arctic security attention and Denmark’s funded defence commitments. An interesting angle is PAL Aerospace’s existing engagement with Greenland authorities, which could give Exchange Income an operational head start if new surveillance mandates emerge in the region. We’ll now explore how this potential...
TSX:IMO
TSX:IMOOil and Gas

How Imperial Oil’s Buyback-Focused Capital Return Plan At Imperial Oil (TSX:IMO) Has Changed Its Investment Story

In recent days, Imperial Oil highlighted continued operational efficiency gains across its oil sands and downstream assets, alongside robust free cash flow supporting aggressive share repurchases and gradually rising dividends. What stands out is how management’s clear capital-return framework and ongoing emissions-reduction and carbon-capture efforts are shaping analyst and investor perceptions of the company’s quality and resilience. We’ll now explore how this reaffirmed focus on...
TSX:BIR
TSX:BIROil and Gas

Assessing Birchcliff Energy (TSX:BIR) Valuation After Insider Buying And Improving Gas Price Sentiment

Birchcliff Energy (TSX:BIR) is back in focus after a mix of insider share purchases and improving sentiment toward natural gas prices drew fresh attention to the stock’s income profile and balance sheet. See our latest analysis for Birchcliff Energy. At a share price of CA$7.13, Birchcliff’s recent 23.6% 90 day share price return contrasts with a slightly negative year to date share price return. The 1 year total shareholder return of 21% and very large 5 year total shareholder return suggest...
TSX:DNTL
TSX:DNTLHealthcare

Assessing Whether Dentalcorp Holdings (TSX:DNTL) Looks Undervalued After Its Recent Total Return Performance

dentalcorp Holdings (TSX:DNTL) has attracted fresh attention after its recent share performance, with investors weighing its current CA$10.97 price against fundamentals such as revenue, earnings trend, and longer term total returns. See our latest analysis for dentalcorp Holdings. While the recent share price return figures for dentalcorp are fairly modest over shorter periods, the 1 year total shareholder return of 36.1% and 3 year total shareholder return of 21.4% suggest momentum has been...
TSX:BCE
TSX:BCETelecom

Should BCE’s 2026 Outlook and Dividend Cut Shift the Core Thesis for TSX:BCE Investors?

BCE Inc. has scheduled its fourth-quarter 2025 results and 2026 guidance conference call, held on February 5, 2026, featuring President and CEO Mirko Bibic and CFO Curtis Millen, with a live webcast and replay available for investors and media on a listen-only basis. Investor attention is also focused on BCE’s mid-2025 decision to cut its dividend in half, which has increased financial flexibility but left questions around debt levels and the Ziply Fiber acquisition. Next, we’ll examine how...
TSX:LAR
TSX:LARMetals and Mining

Lithium Argentina (TSX:LAR) Is Up 18.7% After Record Output and Stage 2 Expansion Plans - What's Changed

Lithium Argentina recently reported that its Cauchari-Olaroz lithium brine operation in Jujuy achieved record fourth-quarter output at the high end of annual guidance, while submitting environmental and RIGI applications for a Stage 2 expansion of 45,000 tonnes per year of lithium carbonate capacity and progressing permits for Pozuelos-Pastos Grandes. Alongside this operational update, the company reshaped its leadership structure by promoting Alec Meikle to President and moving John...
TSX:CP
TSX:CPTransportation

How Investors May Respond To Canadian Pacific Kansas City (TSX:CP) As Banks Back Its Cross-Border Integration

In recent days, Canadian Pacific Kansas City has drawn fresh attention as multiple banks reaffirmed positive views on its operations and North American rail network while highlighting progress in its integration with Kansas City Southern. Investor meetings and management commentary underscored how the company’s unique Canada–U.S.–Mexico rail corridor and improving freight trends are reshaping perceptions of its long-term role in cross-border trade. Next, we’ll examine how this renewed...
TSX:AGI
TSX:AGIMetals and Mining

Is Alamos Gold (TSX:AGI) Quietly Reframing Its Growth Story Around Gold-Funded Reinvestment?

In recent days, Alamos Gold highlighted how its past acquisitions and current operations are benefiting from a multi-year rise in gold prices, while new analyst coverage has underscored the company’s growth focus in Canada. CEO John McCluskey’s emphasis on stronger cash flows being reinvested into growth, amid heightened geopolitical and economic uncertainty, sheds light on why some investors may be reassessing the company’s long-term positioning. With the CEO underscoring reinvestment of...