Canadian Basic Materials Stock News

TSX:KXS
TSX:KXSSoftware

Kinaxis (TSX:KXS) Valuation Check As Maestro Agent Studio Expands Its AI Supply Chain Vision

Kinaxis (TSX:KXS) has launched Maestro Agent Studio, a no-code toolkit that lets supply chain teams build AI agents tied directly to their existing data, workflows, and planning tools for real-world decision support. See our latest analysis for Kinaxis. Despite the Maestro Agent Studio launch highlighting Kinaxis's push into applied AI for supply chains, the 30 day share price return of 23.75% and year to date share price return of 28.17% are both negative. The 1 year total shareholder return...
TSX:AGI
TSX:AGIMetals and Mining

Alamos Gold Reserve Growth And Exploration Spend Spark Valuation Questions

Alamos Gold (TSX:AGI) reported a significant increase in company wide mineral reserves, with Island Gold’s reserves more than doubling. The company also reported meaningful reserve gains at its Magino mine. Alamos Gold announced a substantial increase to its exploration budget alongside the reserve update. Alamos Gold (TSX:AGI) is a mid tier gold producer with key operations in Canada. Assets such as Island Gold and Magino are central to its mine portfolio. For investors watching the gold...
TSX:GSY
TSX:GSYConsumer Finance

How Investors Are Reacting To goeasy (TSX:GSY) Scrutiny Of Leverage And Non‑Prime Credit Exposure

Recent commentary on goeasy Ltd. has highlighted revised institutional projections, its leverage profile, and exposure to consumer credit within the Canadian non-prime lending market, placing the company under closer sector and index-related scrutiny in the past week. This renewed focus on how goeasy’s capital structure and credit quality align with expectations for the TSX Composite and SmallCap indices underscores the importance of balance sheet strength and loan performance in shaping...
TSX:BN
TSX:BNCapital Markets

Brookfield Links Dividend Growth With Renewables And AI Infrastructure Themes

Brookfield Corporation (TSX:BN) announced a 17% increase in its quarterly dividend. The higher dividend reflects the company’s stated confidence in its cash flow and outlook. Management is highlighting growth plans in renewable energy and exposure to global megatrends such as artificial intelligence infrastructure. Brookfield is a global asset manager and owner of real assets, with businesses that span infrastructure, real estate, private equity and renewable power. Its latest update links...
TSX:X
TSX:XCapital Markets

The Bull Case For TMX Group (TSX:X) Could Change Following Dividend Hike And US–Canada Connectivity Push

Earlier this month, TMX Group’s board increased its quarterly dividend to CA$0.24 per common share, up CA$0.02 or 9%, payable on March 6, 2026 to shareholders of record on February 20, 2026. Awarding the 2026 TSX Venture 50 and highlighting very large market capitalization and share price gains, alongside enhanced cross-border data connectivity, underlines TMX’s role in supporting early-stage capital formation and more efficient trading between Canadian and US venues. We’ll now examine how...
TSX:TXG
TSX:TXGMetals and Mining

Assessing Torex Gold Resources (TSX:TXG) Valuation After Media Luna Milestone And New Growth Moves

Torex Gold Resources (TSX:TXG) is back in focus after a busy 2025, with its Media Luna project reaching commercial production ahead of schedule, fresh acquisitions in Mexico and Nevada, and new capital returns to shareholders. See our latest analysis for Torex Gold Resources. Despite delivering a very strong 1 year total shareholder return of 76.95% and multi year total shareholder returns above 250%, Torex Gold Resources has recently seen momentum cool, with a 30 day share price return of a...
TSX:LSPD
TSX:LSPDSoftware

Lightspeed Commerce (TSX:LSPD) Valuation After Higher Sales And Raised Revenue Guidance

Why Lightspeed’s updated outlook is getting fresh attention Lightspeed Commerce (TSX:LSPD) has put a fresh spotlight on its stock after reporting higher year over year sales, raising full year 2026 revenue guidance, and outlining plans for smaller tuck in acquisitions. See our latest analysis for Lightspeed Commerce. The improved revenue outlook and talk of small tuck in acquisitions have arrived after a weaker patch, with a 30 day share price return of a 20.47% decline and a 1 year total...
TSXV:HIVE
TSXV:HIVESoftware

A Look At HIVE Digital Technologies (TSXV:HIVE) Valuation After Recent Share Price Weakness

HIVE Digital Technologies overview after recent performance HIVE Digital Technologies (TSXV:HIVE) has drawn investor attention after a mixed stretch, with a small gain over the past day, weaker weekly performance, and negative returns over the past month and past 3 months. See our latest analysis for HIVE Digital Technologies. At a share price of CA$2.87, HIVE’s 1 day share price return of 0.70% comes after a 30 day share price return decline of 38.01% and a 1 year total shareholder return...
TSX:EMA
TSX:EMAElectric Utilities

Is Elevating Nova Scotia Power’s CEO to Head Office Strategy Altering The Investment Case For Emera (TSX:EMA)?

Nova Scotia Power has announced that President and CEO Peter Gregg will leave his role on March 1, 2026, to become Executive Vice President, Strategy and Policy at parent company Emera, overseeing corporate strategy, government relations, and sustainability. This leadership shift moves Gregg’s operational experience at Nova Scotia Power into Emera’s head office, potentially influencing how the group approaches policy, infrastructure planning, and environmental priorities across its broader...
TSX:CM
TSX:CMBanks

Assessing Canadian Imperial Bank of Commerce (TSX:CM) Valuation After Strong Recent Share Price Momentum

Recent share performance context Canadian Imperial Bank of Commerce (TSX:CM) has seen its share price move in different ways across timeframes, with a 0.5% return over the past day, 0.6% over the past week, about 3.6% over the past month, and roughly 13.2% over the past 3 months. See our latest analysis for Canadian Imperial Bank of Commerce. Canadian Imperial Bank of Commerce’s recent 3 month share price return of 13.2% sits alongside a 1 year total shareholder return of 56.6%. This suggests...
CNSX:ACT
CNSX:ACTSoftware

A Look At Aduro Clean Technologies (CNSX:ACT) Valuation As Its NGP Pilot Plant Enters Operating Campaigns

Aduro Clean Technologies (CNSX:ACT) has shifted its Next Generation Process Pilot Plant in London, Ontario into initial operating campaigns, a key step as the facility moves from project execution to supporting commercial scale up. See our latest analysis for Aduro Clean Technologies. The NGP Pilot Plant news lands after a mixed trading stretch, with Aduro Clean Technologies posting a 5.37% 1 day share price return, a 20.92% 30 day share price decline, but an 85.85% 1 year total shareholder...
TSX:USA
TSX:USAMetals and Mining

A Look At Americas Gold And Silver's Valuation As New Antimony Joint Venture Advances

Americas Gold and Silver (TSX:USA) has entered a definitive joint venture with United States Antimony to build and operate an antimony processing facility at its Galena Complex in Idaho. See our latest analysis for Americas Gold and Silver. The joint venture news comes after a sharp shift in sentiment, with a 90 day share price return of 101.77% and a very large 1 year total shareholder return. This suggests momentum has recently strengthened from earlier levels. If this kind of critical...
TSX:TKO
TSX:TKOMetals and Mining

Will Higher 2025 Revenue but Deeper Losses Change Taseko Mines' (TSX:TKO) Profitability Narrative?

Taseko Mines Limited has released its full-year 2025 results, reporting sales of CA$672.9 million versus CA$608.09 million a year earlier, alongside a wider net loss of CA$30.08 million and basic loss per share from continuing operations of CA$0.09. The combination of higher sales but deeper losses raises questions about cost pressures and profitability trends as the company advances its key copper projects. We’ll now examine how this higher revenue yet larger net loss shapes Taseko Mines’...
TSX:BB
TSX:BBSoftware

How BlackBerry’s QNX Humanoid Robot Showcase Could Reshape BlackBerry (TSX:BB) Investors’ Industrial Automation Thesis

At Embedded World 2026 in Nuremberg, BlackBerry’s QNX division recently showcased its General Embedded Development Platform alongside a QNX-powered humanoid robot, highlighting real-time determinism and fault-tolerant capabilities for intelligent industrial and autonomous robots. This emphasis on mission-critical robotics and hands-on developer workshops underscores QNX’s push deeper into general embedded markets, potentially reinforcing BlackBerry’s positioning in industrial automation and...
TSX:KMP.UN
TSX:KMP.UNResidential REITs

Did Earnings, Distribution Update and Capital Plan Just Shift Killam Apartment REIT's (TSX:KMP.UN) Investment Narrative?

Killam Apartment REIT recently reported its full-year 2025 results, with sales of C$383.4 million and net income of C$29.41 million, and confirmed a February 2026 monthly distribution of C$0.06 per unit payable on March 16, 2026, to unitholders of record on February 27, 2026. Alongside these results, management highlighted solid same property net operating income and funds from operations growth, plus an active plan for portfolio recycling, debt reduction, buybacks, and targeted...
TSX:SGD
TSX:SGDMetals and Mining

Do Snowline Gold’s (TSX:SGD) Valley Infill And Crossroads Finds Deepen Or Dilute Its Discovery Story?

Snowline Gold Corp. recently reported additional analytical results from its 2025 exploration program in Yukon, highlighting resource de-risking at the Valley deposit and the discovery of the Crossroads mineralized target on the Cynthia Project. An interesting feature of the update is the broad, lower-grade mineralized halo and open mineralized edges around Valley, which hint at further exploration potential within and beyond the current resource footprint. We’ll now examine how the Valley...
TSX:PSK
TSX:PSKOil and Gas

PrairieSky Royalty (TSX:PSK) Valuation Check After 2025 Earnings Decline And 2026 Dividend Declaration

PrairieSky Royalty (TSX:PSK) has released full year 2025 results showing revenue of CA$478.2 million and net income of CA$205 million, and has declared a first quarter 2026 dividend of CA$0.265 per share. See our latest analysis for PrairieSky Royalty. The latest full year results and dividend declaration come after a period of firm share price momentum, with a 30 day share price return of 8.58% and a 90 day share price return of 12.80% helping lift the latest close to CA$30.13. Longer term...
TSX:NDM
TSX:NDMMetals and Mining

Is Northern Dynasty Minerals (TSX:NDM) Entering a Defining Legal Phase for Its Pebble Project Narrative?

Northern Dynasty Minerals Ltd. and its U.S. subsidiary Pebble Limited Partnership previously announced updated court-mandated timelines for their ongoing federal litigation in Alaska, with U.S. Department of Justice and plaintiff briefing deadlines running through April 15, 2026. An important insight from this update is that the Pebble Project’s permitting dispute is now entering a concentrated phase of legal argument, sharpening focus on how federal veto powers over mining activity in...
TSX:CUP.U
TSX:CUP.UElectric Utilities

Caribbean Utilities Company (TSX:CUP.U) Margin Improvement Reinforces Bullish Valuation Narratives

Caribbean Utilities Company (TSX:CUP.U) has put out its FY 2025 numbers with third quarter revenue of US$75.9 million and basic EPS of US$0.38, alongside trailing 12 month revenue of US$282.0 million and EPS of US$1.10 that reflect the latest run rate. The company has seen quarterly revenue move from US$63.1 million in Q1 2025 to US$69.4 million in Q2 and US$75.9 million in Q3, with EPS stepping from US$0.18 to US$0.27 and then US$0.38 over the same period. Earnings growth of 17.5% and a net...
TSX:PAAS
TSX:PAASMetals and Mining

A Look At Pan American Silver (TSX:PAAS) Valuation After Record Quarter And Dividend Increase

Pan American Silver (TSX:PAAS) just delivered record quarterly results, with silver production exceeding guidance, earnings topping Wall Street forecasts, and a dividend increase supported by strong cash flow and progress on key growth projects. See our latest analysis for Pan American Silver. The latest record quarter comes on top of a very strong run for investors, with the 1 year total shareholder return at 133.68% and the 3 year total shareholder return nearing 3x. A 54.64% 90 day share...
TSX:DML
TSX:DMLOil and Gas

Should Denison’s Phoenix Build and Hook-Carter Drilling Progress Require Action From Denison Mines (TSX:DML) Investors?

Denison Mines reported two key project updates: awarding Wood Canada Limited the construction management contract for the Phoenix in-situ recovery uranium mine and overseeing the start of a winter drilling campaign at the Hook-Carter Uranium Project in Saskatchewan, operated by Denison and 80% owned by the company. Together, these steps highlight Denison’s move from planning to execution at Phoenix while advancing exploration at Hook-Carter, underscoring an active uranium development...
TSX:DIR.UN
TSX:DIR.UNIndustrial REITs

Dream Industrial REIT Reshapes Portfolio With Buybacks And Dispositions Focus

Dream Industrial Real Estate Investment Trust (TSX:DIR.UN) reported strong operating performance alongside significant portfolio changes. The trust announced sizable property dispositions at premiums and new industrial acquisitions in Germany and Calgary. Management advanced its solar energy program and suspended the Distribution Reinvestment Plan in favour of unit buybacks. For unitholders, TSX:DIR.UN sits at a current unit price of CA$13.35, with a 1 year return of 18.5% and a 5 year...
TSX:GEI
TSX:GEIOil and Gas

Gibson Energy (TSX:GEI) Margin Improvement Supports Bullish Infrastructure Narrative In FY 2025 Results

Gibson Energy FY 2025 earnings snapshot Gibson Energy (TSX:GEI) has wrapped up FY 2025 with Q4 revenue of about C$2.3b and basic EPS of C$0.25, rounding out a trailing twelve month EPS line of C$1.21 on C$10.7b in revenue. The company has seen quarterly revenue move between C$2.3b and C$2.9b over the last six reported periods, while basic EPS has ranged from a loss of C$0.03 in Q4 2024 to a high of C$0.37 in Q2 2025. Trailing net income over the past year was C$197.6m. With earnings growth...
TSX:AP.UN
TSX:AP.UNOffice REITs

Should Allied’s CAD$400 Million Equity Raise and Leadership Shift Require Action From Allied Properties (TSX:AP.UN) Investors?

In February 2026, Allied Properties Real Estate Investment Trust completed a CAD$400,000,000 composite units offering at CAD$10 per unit, following the release of its 2025 results showing CAD$592.38 million in sales and a CAD$1.33 billion net loss. Alongside this capital raise, Allied affirmed a monthly distribution of CAD$0.06 per unit and announced that long-time leader Michael Emory will step back from day-to-day duties and not stand for re-election as a trustee, signalling both...