TSX:CSU
TSX:CSUSoftware

Constellation Software (TSX:CSU): Valuation Check After CIBC’s Top-Pick Reaffirmation and Leadership Change

CIBC is doubling down on Constellation Software (TSX:CSU) just as the company reshapes its leadership, with longtime executive Mark Miller joining the board after founder Mark Leonard stepped back. See our latest analysis for Constellation Software. Investors are still processing that leadership shuffle and CIBC’s renewed conviction, with the share price now at $3,315.0 and a weak year to date share price return contrasting with a strong three year total shareholder return. This suggests the...
TSX:SII
TSX:SIICapital Markets

Should SLVR’s Rapid AUM Milestone Reshape How Investors View Sprott’s (TSX:SII) Silver Strategy?

Sprott Asset Management USA, Inc. reported that its Sprott Silver Miners & Physical Silver ETF (Nasdaq: SLVR) surpassed US$500,000,000 in assets under management on 11 December 2025, less than a year after its 15 January 2025 launch. The fund’s rapid scale-up, offering combined exposure to silver miners and physical silver amid record silver prices and supply concerns, underscores investor appetite for specialized precious metals vehicles. We’ll now examine how SLVR’s rapid asset growth and...
TSX:K
TSX:KMetals and Mining

How Kinross’s Accelerated Debt Repayment And Credit Upgrade At Kinross Gold (TSX:K) Has Changed Its Investment Story

On December 4, 2025, Kinross Gold Corporation fully repaid its US$500 million 4.50% Senior Notes ahead of their July 15, 2027 maturity, bringing total debt repayments to US$1.5 billion across fiscal 2024 and 2025 and leaving US$750 million of Senior Notes outstanding, with the next maturity in 2033. This accelerated deleveraging, combined with an upgraded investment-grade credit rating and a stronger earnings outlook, underlines how Kinross is reinforcing its balance sheet while aiming to...
TSX:GIB.A
TSX:GIB.AIT

Is Expanding U.S. GovTech Adoption Altering The Investment Case For CGI (TSX:GIB.A)?

In recent weeks, CGI and its U.S. public sector clients have announced a series of milestones, including a new Texas Department of Information Resources contract for CGI’s built-for-government COTS software, San Diego County’s move to CGI Advantage cloud-based Performance Budgeting, and Nevada’s launch of a modernized HR and payroll platform on CGI Advantage. Together, these wins highlight CGI Advantage and CGI Transcend as core platforms in state and local government modernization,...
TSX:ATH
TSX:ATHOil and Gas

Assessing Athabasca Oil (TSX:ATH) Valuation After Its New 2026 Production Guidance Update

Athabasca Oil (TSX:ATH) just laid out its 2026 production roadmap, and it matters because this is the lens the market will use to gauge future cash flow and operational execution. See our latest analysis for Athabasca Oil. The stock has cooled off in the last month, with a 30 day share price return of negative 7.9 percent and a softer 7 day patch. However, that sits against a strong 24.5 percent year to date share price gain and an impressive 41.1 percent one year total shareholder return,...
TSXV:ARTG
TSXV:ARTGMetals and Mining

Artemis Gold (TSXV:ARTG) Valuation After Expanded Phase 2 Plans at Blackwater Mine

Artemis Gold (TSXV:ARTG) has grabbed fresh attention after its board signed off on an expanded Phase 2 at the Blackwater Mine, aiming to lift processing capacity and long term annual gold output. See our latest analysis for Artemis Gold. That growth story has not gone unnoticed, with the 90 day share price return of 22.79 percent feeding into a powerful year to date share price gain of 166.17 percent and a three year total shareholder return of 758.95 percent. This suggests momentum is very...
TSX:IMG
TSX:IMGMetals and Mining

Has IAMGOLD’s 173% Surge in 2025 Already Priced In Its Cash Flow Potential

If you are wondering whether IAMGOLD has already run too far or if there is still real value left on the table, you are not alone. That is exactly what this breakdown is going to unpack. The stock has been on a tear, with gains of 4.1% over the last week, 13.5% over the past month, and 172.8% year to date, building on a 187.9% 1 year return and over 600% in 3 years. Recent moves have been driven by a combination of stronger gold price sentiment and investor optimism around IAMGOLD's growth...
TSX:NTR
TSX:NTRChemicals

Assessing Nutrien (TSX:NTR) Valuation After U.S. Lifts Sanctions on Belarusian Potash

The U.S. decision to lift sanctions on Belarusian potash is shaking up fertilizer markets, and Nutrien (TSX:NTR) is right in the crosshairs as investors reassess future pricing power and margins. See our latest analysis for Nutrien. That backdrop lands on a stock that has already been in recovery mode, with a 90 day share price return of 9.25 percent and a strong year to date share price return of 30.23 percent. At the same time, the 3 year total shareholder return remains slightly negative...
TSX:OLA
TSX:OLAMetals and Mining

Could Joanna Pearson’s Appointment Reframe Orla Mining’s (TSX:OLA) Governance And Capital Allocation Story?

Orla Mining Ltd. recently appointed Ms. Joanna Pearson, a mining-sector finance veteran and former Endeavour Mining plc CFO, to its Board as an Independent Non-Executive Director, effective immediately. Her deep expertise in financial reporting, risk management, and multinational mining audits could materially influence Orla’s governance quality and capital allocation decisions. Next, we’ll explore how Pearson’s extensive mining finance background may reshape Orla Mining’s investment...
TSX:PAAS
TSX:PAASMetals and Mining

Is It Too Late to Consider Pan American Silver After Its 120% Surge in 2025?

Wondering if Pan American Silver is still worth buying after its big run, or if you have missed the boat? This breakdown will help you make sense of the current price versus underlying value. The stock has surged, up 1.0% over the last week, 25.4% over the past month, and 120.0% year to date, with a 118.8% gain over the last year and 217.2% over three years reshaping how the market sees its potential and risk. Much of this momentum has been driven by stronger silver prices and renewed...
TSXV:HIVE
TSXV:HIVESoftware

HIVE Digital Technologies (TSXV:HIVE) Scales Green Bitcoin Hashrate And AI Push With New Colombia Listing

In recent months, HIVE Digital Technologies has ramped its renewable-powered Bitcoin mining capacity to 25 exahash, reported very large year-over-year growth in monthly Bitcoin production, expanded its AI and high‑performance computing operations, and secured a new listing on the Colombian Stock Exchange. This combination of record mining output, green energy build‑out in Paraguay, and first‑of‑its‑kind Colombian listing underscores HIVE’s push to become a leading sustainable infrastructure...
TSX:CNQ
TSX:CNQOil and Gas

Is Canadian Natural Resources Still Attractive After Its Big Multi Year Share Price Run?

If you are wondering whether Canadian Natural Resources is still a smart buy after its big multi year run, or if the easy money has already been made, you are not alone. This breakdown is designed to help you stack the odds in your favor. The stock has cooled off recently, with shares down 7.9% over the last week and 8.6% over the last month. It is modestly negative year to date, even after delivering 3.5% over 1 year, 35.8% over 3 years, and 271.9% over 5 years. Recent moves in the share...
TSX:AIF
TSX:AIFReal Estate

How Investors May Respond To Altus Group (TSX:AIF) OSC Relief Enabling C$350 Million Share Bid

Altus Group recently received an exemptive relief order from the Ontario Securities Commission for its ongoing substantial issuer bid to repurchase up to C$350,000,000 of common shares via a modified Dutch auction running until January 8, 2026, unless extended or varied. This regulatory relief could materially influence Altus Group’s capital allocation flexibility and future share count, against a backdrop of previously weak profitability metrics and a high payout ratio. We’ll now examine...
TSX:BDT
TSX:BDTConstruction

How Investors May Respond To Bird Construction (TSX:BDT) Securing CA$1.2 Billion In New Industrial Contracts

Earlier this year, Bird Construction Inc. announced it had secured multiple project awards and agreements worth about CA$1.20 billion, including a new five-year master service agreement for complex mechanical work with a major Oil and Gas client and additional work at BHP’s Jansen potash project. The news highlights how Bird’s 2024 acquisition of NorCan Electric is already supporting higher-value recurring industrial service work and deepening its role on large Canadian resource...
TSX:AQN
TSX:AQNIntegrated Utilities

Algonquin Power & Utilities (TSX:AQN) Is Up 6.0% After Scotiabank Upgrade on Regulatory, Cost Gains

Earlier this month, Scotiabank upgraded Algonquin Power & Utilities Corp. from Sector Perform to Sector Outperform, citing a stronger 2025–2027 outlook, operational improvements and progress on key regulatory filings. The upgrade highlights how regulatory traction and cost-efficiency efforts are increasingly central to how investors assess Algonquin’s evolution into a focused regulated utility. Now we’ll explore how Scotiabank’s upgraded rating, grounded in regulatory progress and cost cuts,...
TSX:ARX
TSX:ARXOil and Gas

Does ARC Resources' (TSX:ARX) Steady Dividend Highlight Capital Discipline Or Limited Reinvestment Ambition?

ARC Resources Ltd. recently confirmed it will pay a quarterly eligible dividend of CA$0.21 per share on January 15, 2026, to shareholders of record as of December 31, 2025, bringing trailing 12‑month payments to CA$0.76 per share. This reaffirmation of regular cash returns highlights ARC Resources’ role as one of Canada’s largest dividend-paying energy producers, underpinned by its low-cost Montney-focused operations. Next, we’ll examine how this confirmed CA$0.21 quarterly dividend shapes...
TSXV:CN
TSXV:CNMetals and Mining

Cannabix Technologies And 2 Other TSX Penny Stocks Worth Watching

Recent developments in the Canadian market have seen equities reaching new highs, buoyed by dovish signals from the Bank of Canada and interest-rate adjustments south of the border. In this context, penny stocks—though an older term—remain a relevant investment area, representing smaller or less-established companies that might offer significant value. By focusing on those with strong financials and growth potential, investors can uncover promising opportunities among these lesser-known...
TSX:ABX
TSX:ABXMetals and Mining

Is It Too Late To Consider Barrick After Its 156.6% Year To Date Surge?

If you are wondering whether Barrick Mining remains attractive after its big run up, or if you are late to the party, this breakdown will help you evaluate whether the current price still offers real value. The stock has climbed 4.2% over the last week and 13.5% over the past month, while its 156.6% year to date and 159.3% one year returns have significantly changed how the market is looking at it. That surge has come alongside renewed investor focus on gold producers as a hedge against...
TSX:TECK.B
TSX:TECK.BMetals and Mining

Teck Resources (TSX:TECK.B): Checking the Valuation After a Choppy 3-Month Climb

Teck Resources (TSX:TECK.B) has been grinding higher over the past 3 months, up about 9%, even as the past week saw a pullback. That mix of momentum and volatility raises some interesting valuation questions. See our latest analysis for Teck Resources. Zooming out, Teck’s roughly 9% 3 month share price return and modest year to date gain suggest steady, if choppy, momentum. This appears to build on the back of incremental progress in its copper focused growth story and shifting risk sentiment...
TSX:VZLA
TSX:VZLAMetals and Mining

Will a Bigger Cash-backed Asset Base Amid Losses Change Vizsla Silver's (TSX:VZLA) Narrative?

Vizsla Silver Corp. has reported past second-quarter 2025 results showing a net loss of C$6.85 million, with basic and diluted loss per share from continuing operations of C$0.02, and a six-month net loss of C$5.17 million versus net income a year earlier. Despite these losses, the company’s latest update points to a much larger asset base of about C$621.8 million, underpinned by higher cash, cash equivalents, short-term investments, and gains from foreign exchange and investments that...
TSX:TSU
TSX:TSUInsurance

Is Trisura Group (TSX:TSU) Using Buybacks To Protect Shareholders Or Mask Incentive Dilution?

Earlier this month, Trisura Group Ltd. announced a new normal course issuer bid authorized by its board, allowing the company to repurchase up to 1,427,012 common shares, or 2.98% of its 47,809,021 issued and outstanding shares, with all repurchased stock to be cancelled under a program running through December 8, 2026. The buyback plan is designed both to offset dilution from equity incentive programs and to return capital to shareholders, effectively tightening the share count over time...
TSX:LUG
TSX:LUGMetals and Mining

Lundin Gold (TSX:LUG) Is Up 5.2% After Reaffirming Dividend Policy And Long-Term Production Guidance

Earlier this month, Lundin Gold Inc. confirmed it will continue its fixed quarterly dividend of US$0.30 per share plus a variable dividend tied to at least 50% of normalized free cash flow, and issued gold production guidance for its Fruta del Norte mine through 2028. The combination of a consistent dividend framework and multi-year production outlook gives investors clearer visibility on how operating performance may translate into ongoing cash returns. We’ll now examine how this reaffirmed...
TSXV:ASE
TSXV:ASEMetals and Mining

Assessing Asante Gold (TSXV:ASE) Valuation After Its Recent Share Price Pullback

Asante Gold (TSXV:ASE) has quietly pulled back in the past week, even after a strong run this year. This has some investors asking whether the recent dip is a reasonable re entry point. See our latest analysis for Asante Gold. The latest pullback sits against a powerful backdrop, with the share price still up strongly on a year to date basis and supported by a hefty five year total shareholder return. This suggests momentum is cooling in the short term rather than breaking the longer term...
TSX:BB
TSX:BBSoftware

Is QNX’s 275 Million-Vehicle Milestone Altering The Investment Case For BlackBerry (TSX:BB)?

In recent days, BlackBerry’s QNX division reported that its automotive software now runs in more than 275 million vehicles worldwide, up 100 million since 2020, as the company heads into its December 18, 2025 earnings release. This rapid expansion in embedded QNX deployments, alongside new offerings like the QNX Cabin digital cockpit platform, is sharpening investor focus on BlackBerry’s role in software-defined vehicles. We’ll explore how QNX’s expanding footprint in software-defined...