TSX:WFG
TSX:WFGForestry

West Fraser Timber (TSX:WFG): Evaluating Valuation After Strategic Portfolio Moves and Asset Acquisitions

West Fraser Timber (TSX:WFG) has made strategic changes to its operations recently, including trimming high-cost production and acquiring key lumber and OSB assets, as it aims to weather industry headwinds and boost future profitability. See our latest analysis for West Fraser Timber. After a sharp drop in recent months, West Fraser Timber’s 1-year total shareholder return stands at -36.02%, with the share price currently at $81.67. While momentum has faded lately, management’s cost-cutting...
TSX:ATH
TSX:ATHOil and Gas

Athabasca Oil (TSX:ATH): Assessing Valuation Following Q3 Results, 2025 Outlook, and Buyback Update

Athabasca Oil (TSX:ATH) delivered a batch of updates, including its third quarter earnings, a production outlook for 2025, and news on its ongoing share buyback. Investors are watching these signals closely for future direction. See our latest analysis for Athabasca Oil. Athabasca Oil’s steady third quarter results and robust production outlook have helped fuel momentum in the stock, with a 25% share price return over the last 90 days and a total shareholder return of 34% for the year. The...
TSX:PPL
TSX:PPLOil and Gas

How Investors May Respond To Pembina Pipeline (TSX:PPL) Securing PETRONAS as Long-Term Cedar LNG Offtaker

On November 5, 2025, Pembina Pipeline Corporation and Petroliam Nasional Berhad (PETRONAS) announced the signing of a 20-year agreement for 1.0 million tonnes per annum of liquefaction capacity at the Cedar LNG facility by their subsidiaries. This agreement represents a crucial step in Pembina's efforts to remarket previously committed Cedar LNG capacity, supporting the project's development timeline and economic objectives. We'll explore how this long-term PETRONAS agreement bolsters...
TSX:ATZ
TSX:ATZSpecialty Retail

Will Improved Efficiency Cement Aritzia's Competitive Edge in Retailing (TSX:ATZ)?

Aritzia, a prominent Canadian fashion retailer recognized for its focus on women's apparel, was recently reaffirmed as a member of the S&P TSX Composite Index, reflecting its strong corporate standing. Operational improvements, including greater efficiency and merchandising optimization, have helped the company achieve higher profitability margins and sustained relevance in a competitive retail landscape. To better understand the impact of Aritzia's enhanced operational efficiency, we'll...
TSX:AC
TSX:ACAirlines

Air Canada (TSX:AC) Margin Miss Challenges Bullish Narrative Despite Strong Growth Forecasts

Air Canada (TSX:AC) is projecting earnings growth of 13.9% per year and revenue growth of 6.2% per year, both coming in ahead of the broader Canadian market averages. The company’s current net profit margin stands at 6.6%, down from last year's 7.9%, with recent trailing results aided by a CA$63.0 million one-off gain. With its stock trading at just 3.8 times earnings and well below some analyst fair value estimates (CA$18.75 share price vs. CA$52.82 fair value), investors are weighing...
TSX:FC
TSX:FCDiversified Financial

Firm Capital Mortgage Investment (TSX:FC) Margin Expansion Reinforces Bullish Sentiment Despite Dividend Doubts

Firm Capital Mortgage Investment (TSX:FC) delivered an 11% earnings growth in the most recent period, outpacing its five-year average growth rate of 6.9%. Net profit margins have moved up to 84.1% from last year's 74.9%, showcasing stronger profitability. With the company now trading below its fair value assessment and maintaining a Price-to-Earnings Ratio of 11.6x, which is well beneath both industry and peer averages, investors looking for value may find these numbers encouraging. The...
TSX:GMIN
TSX:GMINMetals and Mining

How Investors May Respond To G Mining Ventures (TSX:GMIN) Approving Full Construction of Oko West Gold Project

G Mining Ventures announced that its Board of Directors has formally approved the full construction of the Oko West Gold Project in Guyana, following permitting and financing milestones, and provided an update showing significant progress in engineering, procurement, and construction activities as of September 30, 2025. A noteworthy aspect is that over 80% of the project's 710-strong workforce consists of Guyanese nationals, highlighting the company's focus on local community engagement and...
TSX:KXS
TSX:KXSSoftware

Earnings Surge and Doubling EPS Could Be a Game Changer for Kinaxis (TSX:KXS)

Kinaxis Inc. reported third quarter and nine-month earnings for 2025, showing sales of US$134.59 million and US$403.8 million, and net income of US$16.85 million and US$51.2 million, both well above the comparable periods a year earlier. This strong earnings report also revealed that Kinaxis' basic earnings per share from continuing operations more than doubled year-over-year for both the quarter and year-to-date periods. We'll examine how the significant jump in net income impacts Kinaxis'...
TSX:HBM
TSX:HBMMetals and Mining

Is There Still Upside in Hudbay Minerals After 80% Share Price Surge in 2025?

Ever wondered whether Hudbay Minerals is trading at a bargain or if the recent run-up means you’ve missed your chance? If you’re curious about uncovering its real value, you’re in exactly the right place. The stock has delivered a staggering 80% return year-to-date and is up over 76% in the past year, even after a slight dip of 2.6% over the last week. This is clear evidence that the market’s sentiment has shifted dramatically. Driving these moves, investors have kept a close eye on Hudbay’s...
TSX:OGC
TSX:OGCMetals and Mining

OceanaGold (TSX:OGC): Assessing Valuation After Strong Earnings Growth and Profitability

OceanaGold (TSX:OGC) just delivered its third quarter and nine-month earnings, showing a clear rise in both revenue and net income compared to last year. Investors are already sizing up what these numbers mean. See our latest analysis for OceanaGold. After reporting those sharply higher earnings, OceanaGold’s share price momentum has stayed strong. The stock is up more than 150% year-to-date, with a standout 179.66% total shareholder return over the past year. It is clear that investor...
TSX:SES
TSX:SESOil and Gas

SECURE Waste Infrastructure (TSX:SES) Valuation in Focus After Steep Decline in Quarterly Profit and Sales

SECURE Waste Infrastructure (TSX:SES) has released its latest earnings, showing a steep drop in both sales and net income for the third quarter and nine-month period. Investors are reviewing what these numbers mean for the company’s trajectory. See our latest analysis for SECURE Waste Infrastructure. SECURE Waste Infrastructure’s latest earnings report landed after a rocky few months for the stock, with the 1-month share price return down nearly 18% and the 7-day move also in the red. Still,...
TSX:CURA
TSX:CURAPharmaceuticals

Is Now the Right Time to Revisit Curaleaf After Federal Cannabis Reform Talks in 2025?

If you've been wondering whether Curaleaf Holdings is attractively valued right now, you're not alone. We're about to break down all the angles worth considering. The stock has soared 74.3% year-to-date and is up 31.9% over the past year. However, recent weeks have seen momentum cool off just a bit after a strong run. This shift in sentiment follows news of broader legislative discussions on U.S. cannabis reform. Renewed debates have sparked investor optimism about the potential for federal...
TSXV:DE
TSXV:DEIndustrials

Decisive Dividend (TSXV:DE): One-Off CA$3.3M Loss Renews Dividend Stability Concerns

Decisive Dividend (TSXV:DE) posted revenue forecast growth of 6.38% per year, outpacing the Canadian market’s expected 5.1% rate. EPS surged with a 34% increase in earnings over the past year, and the company’s five-year annual earnings growth stands at 29.9%. Net profit margins moved up to 4% from 3.3%, despite a one-off loss of CA$3.3 million weighing on the latest results. For investors, the consistent profit growth and improving margins set up a nuanced picture as the market now weighs...