TSX:SII
TSX:SIICapital Markets

Why Sprott (TSX:SII) Is Up 9.9% After Boosting Dividend 33 Percent on Record Asset Inflows

Sprott Inc. recently announced a 33% increase in its quarterly dividend to US$0.40 per share, payable on December 2, 2025, following strong third-quarter financial results and record-high inflows across its investment strategies. The company’s assets under management grew by 23% compared to the prior quarter, reflecting heightened demand for precious metals and diversified equity products. With Sprott’s substantial dividend increase underscoring management’s confidence, we’ll examine how...
TSX:CHP.UN
TSX:CHP.UNRetail REITs

The Bull Case For Choice Properties (TSX:CHP.UN) Could Change Following Return to Profitability in Q3

On November 5, 2025, Choice Properties Real Estate Investment Trust reported third quarter results, highlighting sales of C$362.49 million and a net income of C$242.65 million, reversing a net loss from the previous year. The turnaround to profitability in the recent quarter is a significant shift after the very large net loss experienced a year earlier. We'll explore how returning to profitability in the third quarter helps shape Choice Properties REIT's broader investment narrative. These...
TSX:OR
TSX:ORMetals and Mining

What OR Royalties (TSX:OR)'s Record Profits and Debt-Free Milestone Mean for Shareholders

OR Royalties Inc. reported record quarterly financial results for Q3 2025, with sales reaching US$71.63 million and net income rising to US$82.85 million, and announced a fourth quarter dividend of US$0.055 per common share payable in January 2026. The company has achieved debt-free status for the first time in over a decade, reflecting substantial progress in its cash management and overall financial strength. We'll explore how OR Royalties' robust earnings and newly debt-free position...
TSX:WPM
TSX:WPMMetals and Mining

How Strong Q3 Results and a Higher Dividend Will Impact Wheaton Precious Metals (TSX:WPM) Investors

Wheaton Precious Metals Corp. recently announced third-quarter 2025 earnings, reporting sales of US$476.26 million and net income of US$367.22 million, significantly higher than the previous year, and raised its fourth-quarter cash dividend by 6.5% to US$0.165 per share. This combination of strong financial results and a higher dividend signals Wheaton’s ongoing commitment to boosting shareholder returns and maintaining operational momentum. We'll explore how Wheaton’s increased dividend,...
TSX:KEY
TSX:KEYOil and Gas

Does Keyera’s (TSX:KEY) Hybrid Debt Overhaul Enhance Long-Term Stability and Earnings Potential?

On November 3, 2025, Keyera Corp. announced the completion of its consent solicitation process, securing strong approval from noteholders to amend C$950 million of its subordinated notes and exchange them for new notes with revised terms. This amendment removes the automatic conversion to preferred shares upon bankruptcy events, aligning all of Keyera’s hybrid securities and reducing complexity and risk for debt holders. We’ll now examine how the improved security structure for debt holders...
TSX:ALA
TSX:ALAGas Utilities

AltaGas (TSX:ALA): Reassessing Valuation After Major Equity Raise and Growth Moves

AltaGas (TSX:ALA) has just completed a follow-on equity offering, raising approximately CAD 400 million by issuing over 10 million new shares at a price below the previous close. This move draws attention to the company’s funding strategy for investors. See our latest analysis for AltaGas. AltaGas’s latest share issue comes on the back of a series of notable corporate actions, including two major capital raises and a steady stream of dividend announcements. The company’s momentum has been...
TSX:RCI.B
TSX:RCI.BWireless Telecom

Rogers Communications (TSX:RCI.B): Evaluating Valuation Following Launch of Premium Rogers Xfinity Pro WiFi 7 Service

Rogers Communications (TSX:RCI.B) has just unveiled Rogers Xfinity Pro, its latest premium add-on designed to bring next-level WiFi 7 capabilities and backup connectivity to Canadian homes. The new service promises smarter and more resilient internet experiences for subscribers. See our latest analysis for Rogers Communications. It has been a dynamic year for Rogers Communications. The introduction of premium features like Xfinity Pro comes on the back of robust share price performance, with...
TSX:FM
TSX:FMMetals and Mining

Did Insider Buying and New Production Guidance Just Shift First Quantum Minerals' (TSX:FM) Investment Narrative?

First Quantum Minerals recently reported its third quarter 2025 earnings and production results, revealing sales of US$1.35 billion and a net loss of US$48 million, alongside updated annual production guidance and insider share purchases by a director. An insider's notable acquisition of 10,000 shares may indicate signal management's confidence following recent financial and operational disclosures. We'll examine how the combination of production guidance updates and insider buying shapes...
TSX:EIF
TSX:EIFAirlines

Earnings Surge Could Be a Game Changer for Exchange Income (TSX:EIF)

Exchange Income Corporation recently announced its third quarter 2025 results, reporting CA$680.48 million in sales and CA$68.74 million in net income, both up from the same period last year. An interesting aspect of this announcement is the increase in both basic and diluted earnings per share from continuing operations compared to the previous year. We’ll examine how Exchange Income’s strong year-over-year earnings growth may influence its investment narrative and forward outlook. Rare...
TSXV:TOI
TSXV:TOISoftware

Why Topicus.com (TSXV:TOI) Is Down 6.7% After Revenue Growth Accompanied by a Swing to Net Losses

Topicus.com reported earnings for the third quarter and nine months ended September 30, 2025, showing revenue growth to €387.89 million and €1.12 billion respectively, but moving from net income to net losses in both periods compared to the prior year. This reversal from profit to loss alongside double-digit revenue increases provides a clearer view of the company's current operational challenges. We'll examine how the company's substantial revenue growth paired with its net loss shapes...
TSX:DML
TSX:DMLOil and Gas

Assessing Denison Mines (TSX:DML) Valuation Following Recent Share Price Decline

Denison Mines (TSX:DML) has seen its stock performance shift over the past month, with prices dipping around 10%. Investors are now re-examining the company’s position in the uranium sector and what the recent trends could mean. See our latest analysis for Denison Mines. Denison Mines’ recent 9.5% decline in share price over the past month stands out against its impressive longer-term story. Momentum is still strong, with a 23% share price return over the past 90 days and a remarkable 25%...
TSX:EFR
TSX:EFROil and Gas

Will Energy Fuels' (TSX:EFR) Bold Financing Shift Its Risk Profile Amid Rising Uranium Sales?

Energy Fuels Inc. recently reported its third quarter 2025 results, showing a substantial increase in uranium sales to US$17.71 million but with continued net losses, and advanced its rare earth and project development efforts with increased financial flexibility following a US$700 million convertible notes offering. A unique aspect from the past quarter is the combination of higher sales volume and major project milestones, despite persistent challenges reflected in rising net losses and...
TSX:SAP
TSX:SAPFood

How Saputo’s Rising Net Income and Dividend Decision Will Impact TSX:SAP Investors

Saputo Inc. recently reported results for the quarter and six months ended September 30, 2025, with quarterly net income rising to CA$185 million and sales reaching CA$4.72 billion, alongside the approval of a CA$0.20 per share dividend payable in December. The company's year-over-year profit growth and maintained dividend highlight steady operational execution amid shifting market conditions. We'll explore how Saputo's improved net income performance may influence the company's investment...
TSX:FNV
TSX:FNVMetals and Mining

A Fresh Look at Franco-Nevada (TSX:FNV) Valuation After Record Profit, Revenue, and Dividend Increase

Franco-Nevada (TSX:FNV) delivered record third-quarter profit and revenue, supported by strong gold prices, increased precious metal deliveries, and a series of new acquisitions. The company also issued updated sales guidance and announced a dividend increase. See our latest analysis for Franco-Nevada. Franco-Nevada’s latest run of record results comes after positive headlines, including six new acquisitions, a dividend hike, and optimism about the Cobre Panama restart. The recent...
TSX:LIF
TSX:LIFMetals and Mining

Is Labrador Iron Ore Royalty's Earnings Drop and CFO Change Recasting Its Investment Thesis (TSX:LIF)?

Labrador Iron Ore Royalty Corporation recently reported third quarter 2025 earnings, announcing revenue of C$43.99 million and net income of C$30.45 million, both down from the prior year, along with an upcoming CFO transition as Alan R. Thomas steps down and Stephen D. Pearce takes over. Despite slightly higher quarterly revenue year-over-year, the company experienced a pronounced drop in earnings, significantly impacting its year-to-date results. We'll explore how the earnings decline and...
TSX:FVI
TSX:FVIMetals and Mining

Should Fortuna Mining’s Strong Q3 Results and Project Expansions Prompt Action From TSX:FVI Investors?

Fortuna Mining Corp. reported its third-quarter 2025 results in the past week, revealing sales of US$251.36 million and net income of US$123.59 million, both significantly higher than the same period last year. An important insight is that the company’s strengthened balance sheet, robust free cash flow, and continued investments in expanding its Lindero and Séguéla mines further highlight its focus on growth and operational resilience. We’ll now consider how these strong quarterly results...
TSX:QBR.A
TSX:QBR.ATelecom

Quebecor (TSX:QBR.A) Is Up 9.0% After Strong Q3 Results and EPS Growth – Has the Bull Case Changed?

Quebecor Inc. recently announced its third-quarter results, reporting sales of C$1.41 billion and net income of C$236.1 million, both above figures from the previous year. This earnings report also saw basic earnings per share rise to C$1.03 from C$0.81, highlighting improved profitability over the same period last year. With earnings per share growth as a key theme, we'll examine how the latest financial results influence Quebecor's investment narrative going forward. Rare earth metals are...
TSX:K
TSX:KMetals and Mining

Does Kinross Gold’s Earnings Surge Offset Lower Production for TSX:K Investors?

Kinross Gold Corporation recently reported third quarter results, highlighting a 65% increase in net income to US$584.9 million despite a 12% decrease in gold production compared to the same period last year. Amid lower output, the company raised its quarterly dividend, completed a US$411.5 million share buyback, and redeemed US$500 million in senior notes, underlining a focus on continued shareholder returns and strengthening its balance sheet. We'll explore how robust earnings growth and...
TSX:GSY
TSX:GSYConsumer Finance

goeasy (TSX:GSY) Is Down 23.2% After Trading Halt and Q3 Earnings Miss - What's Changed

goeasy Ltd. recently reported its third quarter 2025 results, highlighting record revenue of C$440.22 million but a noticeable drop in net income to C$33.09 million, with trading in its shares halted by the Canadian Investment Regulatory Organization pending further news. A significant driver behind these figures is the company's rapid growth in new loan originations and an expanded consumer loan portfolio, even as earnings per share slipped versus the prior year. We’ll look at how the...
TSX:AAUC
TSX:AAUCMetals and Mining

Did Allied Gold’s (TSX:AAUC) Stronger Q3 and Sadiola Expansion Shift Its Investment Narrative?

Allied Gold Corporation recently reported its third quarter 2025 results, revealing sales of US$305.62 million and a net loss of US$17.92 million, both improved over the prior year, alongside updates on major expansion projects at its Sadiola Mine in Mali. The combination of stronger operational performance and the advancing Sadiola expansion further highlights Allied Gold's significant resource potential and future production growth initiatives within its portfolio. We'll explore how Allied...
TSX:CSU
TSX:CSUSoftware

A Fresh Look at Constellation Software (TSX:CSU) Valuation After Leadership Change and AI Shifts

Constellation Software (TSX:CSU) shares have slipped nearly 3% following news of founder Mark Leonard's departure, along with questions about how artificial intelligence could impact the company's software acquisition strategy and broader competitive landscape. See our latest analysis for Constellation Software. After riding a remarkable multi-year run, Constellation Software’s share price has pulled back sharply in 2025, sliding over 8% just this past week and down nearly 24% year-to-date...
TSX:USA
TSX:USAMetals and Mining

The Bull Case For Americas Gold and Silver (TSX:USA) Could Change Following Surge in Silver Output and Antimony Breakthrough

Americas Gold and Silver reported a nearly twofold year-over-year increase in silver production for Q3 2025, supported by operational improvements at the Galena Complex and higher grades at Cosalá. The company also achieved a breakthrough in antimony extraction, solidifying its position as the sole U.S. antimony producer after securing full ownership of the Galena Complex. We'll review how these operational improvements and U.S. antimony production could reshape Americas Gold and Silver's...
CNSX:GTII
CNSX:GTIIPharmaceuticals

Did Green Thumb Industries' (CNSX:GTII) Strike Resolution and Minnesota Launch Just Shift Its Investment Narrative?

Green Thumb Industries Inc. recently reported third quarter 2025 financial results, showing revenue growth to US$291.37 million and net income of US$23.29 million, while also resolving a historic 45-day labor strike with a new collective bargaining agreement at its Rise subsidiary. This period featured the launch of adult-use cannabis sales at all eight Minnesota dispensaries, authorization of a new US$50 million share repurchase program, and initiatives supporting broader THC product access...
TSX:IVN
TSX:IVNMetals and Mining

Why Ivanhoe Mines (TSX:IVN) Is Down 7.4% After Mixed Quarterly and Year-to-Date Earnings Results

Ivanhoe Mines reported third quarter 2025 results, with sales of US$129.4 million and net income dropping to US$33.06 million year-over-year, while nine-month net income rose to US$206.87 million from US$128.79 million in the previous period. This mixed performance highlights a sharp contrast between weaker quarterly results and improved year-to-date profitability for Ivanhoe Mines. We'll now examine how this combination of lower quarterly earnings but stronger nine-month income could impact...