TSX:ERD
TSX:ERDMetals and Mining

Erdene Resource Development (TSX:ERD): Valuation Check After First Gold Pour at Bayan Khundii and Growth Plans

Erdene Resource Development (TSX:ERD) has just hit a key milestone at its Bayan Khundii gold mine in Mongolia, pouring first gold and targeting nameplate production by month end, with 2026 exploration spending set to climb. See our latest analysis for Erdene Resource Development. The latest operational milestones seem to be feeding into the story, with the 1-month share price return of 9.28 percent helping rebuild confidence after a softer quarter. Meanwhile, a 1-year total shareholder return...
TSXV:NFG
TSXV:NFGMetals and Mining

New Found Gold (TSXV:NFG): Valuation Check After Financing Milestone and First Production Timeline Set for 2025

New Found Gold (TSXV:NFG) just checked off two major milestones: finishing construction at its Hammerdown open pit and securing $30 million in financing, setting up first gold production in the second half of 2025. See our latest analysis for New Found Gold. Those milestones seem to be reinvigorating sentiment, with a roughly 33% 1 month share price return and a 68% 1 year total shareholder return contrasting with still negative 3 year total shareholder returns. This suggests momentum is...
TSXV:PNPN
TSXV:PNPNMetals and Mining

Power Nickel (TSXV:PNPN) Valuation Check After Conference Presentations Boost Investor Attention

Power Metallic Mines (TSXV:PNPN) is stepping into the spotlight after CEO Terrence Lynch presented at back to back virtual conferences, putting the explorer’s Chile and Quebec assets squarely on the radar of growth focused investors. See our latest analysis for Power Metallic Mines. That flurry of conference exposure seems to be coinciding with a rebound in sentiment, with the latest share price at CA$0.97 and a sharp 1 day share price return of 11.49% helping offset a weaker 90 day share...
TSX:RCI.B
TSX:RCI.BWireless Telecom

Rogers (TSX:RCI.B): Revisiting Valuation After New Amazon Luna Tie-Up, Satellite Launch and 5G Expansion

Rogers Communications (TSX:RCI.B) has been busy, rolling out Amazon Luna on its Xfinity platform, launching Rogers Satellite for off grid connectivity, and lighting up more 5G sites across eastern Ontario, so investors are reassessing the stock. See our latest analysis for Rogers Communications. These product launches and network upgrades are landing against a mixed backdrop, with the share price at $50.51 and a solid year to date share price return of 15.40%, but a weaker three year total...
TSXV:ITR
TSXV:ITRMetals and Mining

The Bull Case For Integra Resources (TSXV:ITR) Could Change Following DeLamar Feasibility Study Update – Learn Why

Integra Resources recently held a special call to discuss the completed feasibility study for its DeLamar gold-silver project, which outlines a 10-year mine plan, strong early cash flow profile, and a simplified, lower-risk development approach. A key insight from the study is the combination of robust project economics with significant resource and reserve upside, supported by advanced permitting progress and established community partnerships. We’ll now explore how the feasibility study’s...
TSX:TA
TSX:TARenewable Energy

Do TransAlta’s (TSX:TA) Coal Shifts Hint At A Deeper Generation Strategy Reset?

In December 2025, TransAlta announced several asset changes as regulators ordered its Centralia Unit 2 coal plant in Washington State to remain available for operation for 90 days beyond its planned retirement, while its Alberta subsidiary Alberta Power (2000) Ltd. disclosed plans to temporarily mothball Sheerness Unit 1 from April 1, 2026, for up to two years. Together, these moves highlight how reliability concerns and shifting market conditions are reshaping TransAlta’s generation mix,...
CNSX:CL
CNSX:CLPharmaceuticals

Cresco Labs (CL): Reassessing Valuation After Historic U.S. Cannabis Rescheduling Boosts Growth Expectations

Cresco Labs (CL) is back in the spotlight after the U.S. government moved to reschedule cannabis from Schedule I to Schedule III, a policy shift management says could materially reshape its tax profile and growth trajectory. See our latest analysis for Cresco Labs. The market has started to price in that optimism, with the share price at $1.76 after a 1 month share price return of 55.75 percent and a 1 year total shareholder return of 35.38 percent, even though longer term total shareholder...
TSX:BB
TSX:BBSoftware

Does BlackBerry’s Slipping Share Price Reflect Its Software Transformation Potential?

Is BlackBerry’s Share Price Telling the Full Story? BlackBerry has been through several reinventions, and its stock still divides opinion between nostalgic skeptics and believers in its cybersecurity and IoT pivot. Understanding whether today’s share price reflects that evolving story means digging deeper than headline moves. Over the last week, month, and year, the stock has slipped, with returns of -12.2% over 7 days, -12.1% over 30 days, and -1.7% over the last year, all against a backdrop...
TSX:TOU
TSX:TOUOil and Gas

Tourmaline Oil (TSX:TOU): Assessing Valuation After CEO Mike Rose’s Recent Share Purchase

Tourmaline Oil (TSX:TOU) just saw CEO Mike Rose buy 2,500 shares around CA$60 each, a direct insider purchase that naturally raises questions about how management views the company’s current valuation and outlook. See our latest analysis for Tourmaline Oil. That buy comes after a choppy stretch, with the share price now at about CA$59.80 and a negative year to date share price return, but a strongly positive five year total shareholder return, which suggests longer term momentum remains...
TSX:BAM
TSX:BAMCapital Markets

How Attractive Is Brookfield Asset Management After Its Recent Pullback and Growth in Infrastructure?

If you are wondering whether Brookfield Asset Management is a bargain or just fairly priced at current levels, you are not alone. This stock often sits on watchlists of investors looking for quality compounders. Despite being down 2.8% over the last week and 8.1% year to date, shares are still up 109.7% over three years, which suggests the long term story has been much kinder than the recent tape. Recent headlines have focused on Brookfield’s continued push into infrastructure and renewable...
TSX:CNR
TSX:CNRTransportation

Canadian National Railway (TSX:CNR): Assessing Valuation After Recent 3-Month Share Price Gain

Canadian National Railway (TSX:CNR) has quietly outperformed the broader market over the past 3 months, gaining about 5%. That recent climb has investors asking whether the stock still offers value. See our latest analysis for Canadian National Railway. Despite the recent 3 month share price return of 5.31%, Canadian National Railway is still working off a softer backdrop, with a negative year to date share price return and a 1 year total shareholder return of minus 4.37%, suggesting steady...