TSX:TFPM
TSX:TFPMMetals and Mining

Triple Flag (TSX:TFPM) Returns to Profitability, Challenging Cautious Growth Narratives

Triple Flag Precious Metals (TSX:TFPM) has reported a noteworthy turnaround to profitability over the past year, reversing a negative five-year earnings growth rate of negative 16.9% per year. While net profit margins have improved, the outlook calls for revenue to rise by just 0.5% per year and annual earnings growth of 1.9%, trailing the Canadian market’s average rates of 5.1% and 12.1% respectively. Despite slower growth projections, management points to high quality earnings alongside a...
TSX:SDE
TSX:SDEOil and Gas

Spartan Delta (TSX:SDE) Net Profit Margin Drops Sharply, Challenging Bullish Narratives

Spartan Delta (TSX:SDE) reported a net profit margin of 13%, a significant decline from last year’s 49.6%. Over the past five years, earnings grew at an average rate of 4.2% annually, but the latest results show a reversal with earnings growth turning negative, marking a clear shift in the company’s profitability trajectory. See our full analysis for Spartan Delta. Next up, we’ll see how these headline results compare with the community’s expectations and narratives. Sometimes the numbers...
TSX:ADW.A
TSX:ADW.ABeverage

Andrew Peller (TSX:ADW.A) Returns to Profitability, Challenging Bearish Growth Narratives

Andrew Peller (TSX:ADW.A) has posted a notable swing to profitability over the past year, delivering high-quality earnings after several years of trailing results. Despite returning to the black, the company’s earnings have fallen by 50% per year over the past five years, making direct year-over-year growth comparisons complicated. With a Price-To-Earnings ratio of 13.9x versus a peer average of 9.2x but below the global sector average, and a current share price of CA$5.14, well below the...
TSX:ERO
TSX:EROMetals and Mining

Ero Copper (TSX:ERO) Returns to Profitability, Challenging Bearish Narratives on Earnings Quality

Ero Copper (TSX:ERO) has posted its first profitable period after a challenging five-year stretch in which earnings declined by 26.5% per year. Looking ahead, analysts forecast annual earnings growth of 11.4%, a healthy turnaround. Revenue is set to rise 8% per year and is expected to outpace the Canadian market’s 5.1% growth rate. See our full analysis for Ero Copper. Next up, we’re comparing these results directly against the current market narratives to see which expectations hold up and...
TSX:CJT
TSX:CJTLogistics

Cargojet (TSX:CJT) Profitability Returns, Reinforcing Value Narrative Ahead of Earnings Season

Cargojet (TSX:CJT) reported a strong turnaround to profitability this past year, with high-quality earnings and annual profit growth averaging 17.9% over the last five years. Looking forward, analysts forecast annual earnings growth of 14.9% and revenue growth of 5.9%, both outpacing Canadian market averages of 12.1% and 5.1%, respectively. The company’s Price-to-Earnings ratio stands at just 7.2x, which is well below both peer and global logistics industry benchmarks. With shares recently...
TSX:ISC
TSX:ISCReal Estate

Information Services (TSX:ISC) Earnings Jump 10.6%, Challenging Market Concerns Over Profitability

Information Services (TSX:ISC) delivered a 10.6% earnings growth over the past year, breaking a five-year streak of declining profitability. Net profit margins improved as well, coming in at 9.2% compared to 8.8% in the previous year. Investors may see overall value and an attractive dividend, but lingering concerns about financial health and muted future growth mean the results are likely to spark debate. See our full analysis for Information Services. Next, we will put the latest numbers in...
TSX:K
TSX:KMetals and Mining

Kinross Gold (TSX:K) Margin Surge Reinforces Bull Case as Declining Outlook Tempers Optimism

Kinross Gold (TSX:K) reported net profit margins of 25.2%, a substantial jump from last year’s 10.9%, with earnings growth rising 210.3% over the past year and outpacing its five-year average of 0.7% per year. These results highlight a period of high-quality earnings and operational strength, but with forecasts signaling annual declines of -14% for earnings and -2.3% for revenue over the next three years, sentiment remains cautious. See our full analysis for Kinross Gold. Now, it’s time to...
TSX:BEI.UN
TSX:BEI.UNResidential REITs

Boardwalk REIT (TSX:BEI.UN) Profit Margin Decline Raises Sustainability Concerns Despite One-Off Gain

Boardwalk Real Estate Investment Trust (TSX:BEI.UN) reported revenue growth forecasted at 4.4% per year, trailing the Canadian market average of 5.1% per year. Net profit margins now stand at 52.1%, a drop from the previous year, with the most recent results reflecting a sizable one-off gain of CA$96.8 million that clouds direct comparisons. While earnings have climbed by an average of 36.5% per year over the past five years, investors will want to look past headline numbers due to one-off...
TSX:RY
TSX:RYBanks

Is RBC’s Share Price Justified After Strategic Acquisitions Drive 19% Gain in 2025?

Curious whether Royal Bank of Canada is trading at a bargain or if the price has already run ahead of value? Let's break down what the numbers are really telling us about this Canadian banking giant. Shares recently saw a 0.4% bump over the last week, and they are now up 19.2% year-to-date, adding to an impressive 24.1% increase for the past 12 months and a massive 147.5% total return over five years. The latest moves follow headline-making news on strategic acquisitions and expansion of...
TSX:IMO
TSX:IMOOil and Gas

Imperial Oil (TSX:IMO): Exploring Valuation as Investor Focus Intensifies

Imperial Oil (TSX:IMO) has caught the attention of investors lately, as its share price has swung modestly over the past week. With market momentum shifting, many are watching to see where this Canadian energy giant heads next. See our latest analysis for Imperial Oil. Despite a modest dip in Imperial Oil’s share price this week, momentum has been building for much of 2024. The stock boasts a 38.5% year-to-date share price return and an impressive 30.9% total shareholder return over the past...
TSX:LUN
TSX:LUNMetals and Mining

Does Lundin Mining’s 72.6% Rally in 2025 Signal Genuine Value?

Wondering if Lundin Mining is a compelling bargain or just riding the commodity wave? Let’s dig into whether the recent momentum matches up with what the company is truly worth. The stock’s price has soared 72.6% year-to-date and is up a remarkable 59.4% over the past year. This comes despite some shorter-term ups and downs over the last week and month. Recent headlines have spotlighted the resurgence in copper prices and sector-wide optimism. Lundin Mining’s recent expansion announcements...
TSX:TPZ
TSX:TPZOil and Gas

Topaz Energy (TSX:TPZ) Margin Decline Challenges Bullish Growth Narrative Despite Forecasted Earnings Surge

Topaz Energy (TSX:TPZ) is forecasting rapid growth ahead, with earnings expected to climb 26.75% per year and revenue projected to increase by 13.9% annually. Profit margins have slipped to 16.9%, down from 19.7% the previous year. The company maintains a strong track record of 16.3% annualized earnings growth over the past five years. Investors are weighing robust growth prospects and high-quality historical results against a slightly compressed margin environment. See our full analysis for...
TSX:PXT
TSX:PXTOil and Gas

Parex Resources (TSX:PXT) Margin Drops Sharply, Challenging Bullish Value Narratives

Parex Resources (TSX:PXT) booked a net profit margin of 12.3%, down notably from 22.8% in the prior year, while average annual earnings have slid by 2.3% over the last five years. The company faced a significant one-off loss of $80.0 million. Earnings are now forecast to grow at 5.6% per year, which lags both the Canadian market's projected 12.1% earnings growth and the industry’s revenue trends. With a Price-to-Earnings ratio of 11.4x, which comes in below sector and peer averages, investors...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Did Early Redemption of 2027 Debt Just Shift Bombardier's (TSX:BBD.B) Investment Narrative?

On November 3, 2025, Bombardier Inc. announced it had issued a notice of redemption for all of its outstanding 7.875% Senior Notes due 2027, totaling US$99.43 million in principal, with redemption taking place on December 3, 2025 at 100% of principal plus accrued interest. This early debt redemption marks a decisive step in Bombardier's ongoing efforts to strengthen its balance sheet and improve its financial flexibility. We'll assess how Bombardier's targeted debt repayment could influence...
TSX:AII
TSX:AIIMetals and Mining

Almonty Industries (TSX:AII) Losses Worsen 43.8% Yearly, Challenging Turnaround Narrative

Almonty Industries (TSX:AII) remains unprofitable, with net losses worsening at an annual rate of 43.8% over the past five years, and no year-over-year profit growth to point to as margins have stayed in negative territory. While current figures do not reflect improvement, forecasts are bullish. Some sources suggest earnings could grow 65.29% per year and flip to profitability within three years. Revenue is expected to rise 53% per year compared to the Canadian average of 5.1%. See our full...
TSX:AG
TSX:AGMetals and Mining

Is First Majestic Silver Still Attractive After a 90% Rally in 2025?

Curious if First Majestic Silver is a smart buy at today's price? You're not alone. Let's dig into whether the stock's current value lives up to the buzz. The stock has been on quite a run, rising nearly 90% year-to-date and 71% over the past 12 months, even as it pulled back 8.5% this week. Much of this recent price action comes on the heels of mining sector momentum and positive sentiment around silver prices, which have lifted many peer stocks. Investor optimism has also been fueled by...
TSX:POU
TSX:POUOil and Gas

Paramount Resources (TSX:POU) Profit Margins Climb, But Non-Cash Gains Challenge Bullish Narratives

Paramount Resources (TSX:POU) posted a standout earnings performance, with net profit margins reaching 20.1% and earnings surging by 282.2% over the past year. This far outpaces its five-year annual average growth rate of 39.9%. Yet, consensus forecasts are now calling for a sharp reversal, as both earnings and revenue are expected to fall over the next three years, while the stock trades above its estimated fair value. Investors are weighing a mix of strong historical growth, a rock-bottom...
CNSX:EMPS
CNSX:EMPSMetals and Mining

TSX Penny Stocks Spotlight EMP Metals And Two Others For Your Portfolio

As the Canadian market navigates a landscape of easing trade tensions, resilient corporate earnings, and cautious central bank policies, investors are finding renewed confidence despite recent volatility. In this context, penny stocks—often representing smaller or newer companies—continue to capture attention for their potential growth opportunities at accessible price points. While the term "penny stocks" may seem outdated, these investments can still offer substantial value when supported...
TSX:ASM
TSX:ASMMetals and Mining

Avino Silver & Gold Mines (TSX:ASM): Evaluating Valuation After Recent Share Price Swings

Avino Silver & Gold Mines (TSX:ASM) stock has shown big swings over the past month, leading investors to keep a closer watch on its trading patterns. Recent performance hints at changing sentiment, prompting questions about what is driving the volatility. See our latest analysis for Avino Silver & Gold Mines. Despite a turbulent drop of over 22% in the past month, Avino Silver & Gold Mines is still riding a wave of momentum. The company is boasting a 325.9% year-to-date share price return and...
TSX:SU
TSX:SUOil and Gas

Can Suncor’s Gains Continue After Recent Environmental Policy News?

Wondering if Suncor Energy could be an undervalued gem hiding in plain sight? You’re not alone; many investors are eyeing its potential right now. The stock has climbed 7.2% year-to-date and is sitting on a strong 9.2% gain over the past year, with its 5-year return soaring to an impressive 261.6%. Recently, Suncor Energy has been in the news with headlines centered around energy sector shifts and major developments related to environmental policy. These news items have played into changing...
TSX:URE
TSX:UREOil and Gas

Ur-Energy (TSX:URE): Projected 34% Revenue Growth Tests Bullish Narratives Versus Ongoing Losses

Ur-Energy (TSX:URE) is forecast to grow revenue at an impressive 34% annually, far outpacing the Canadian market’s 5.1% yearly growth rate. Despite this top-line momentum, the company remains unprofitable, with annual losses deepening by 32.5% over the past five years and no improvement in net profit margins. Investors weighing these results will note that while strong revenue growth is a clear highlight, persistent losses continue to overshadow earnings quality. See our full analysis for...
TSX:PAAS
TSX:PAASMetals and Mining

Pan American Silver (TSX:PAAS): Evaluating Valuation After 50% Share Price Surge in 2024

Pan American Silver (TSX:PAAS) shares have seen quite a bit of movement lately, with the stock up over 50% so far this year. Recent performance is drawing new attention from investors who are considering trends in precious metals. See our latest analysis for Pan American Silver. After months of strong momentum, Pan American Silver’s share price has soared over 50% year-to-date and the 1-year total shareholder return sits at 52.7%. While there has been a recent pullback over the past month,...
TSX:CNQ
TSX:CNQOil and Gas

Canadian Natural Resources (TSX:CNQ): Evaluating Valuation After Momentum Fades and Share Price Dip

Canadian Natural Resources (TSX:CNQ) stock has caught the attention of investors lately, thanks to recent shifts in its trading performance. With a dip of 2% over the past year, long-term value remains a central focus for many. See our latest analysis for Canadian Natural Resources. Canadian Natural Resources has seen some ups and downs, with a recent 2% share price dip and a current price of $44.18. However, the bigger picture reveals fading momentum as its 1-year total shareholder return is...
TSX:TRI
TSX:TRIProfessional Services

Thomson Reuters (TSX:TRI) Margin Decline Challenges Premium Valuation Narrative

Thomson Reuters (TSX:TRI) is forecast to deliver annual earnings growth of 8.6% and revenue growth of 7.5% per year. Revenue growth is expected to outpace the Canadian market average of 5.1%. Recent profit margins have tightened to 23.8%, down from last year’s 31.2%, while earnings have declined by 18% per year over the past five years. Although profits are expected to pick up, the anticipated growth is modest and trails the high-growth benchmarks investors often look for during earnings...