TSX:NDM
TSX:NDMMetals and Mining

Northern Dynasty Minerals (TSX:NDM): Assessing Valuation After Major Pebble Project Royalty Investment Completion

Northern Dynasty Minerals (TSX:NDM) has completed a $60 million royalty investment program for its Pebble Project. The company has received a final $12 million payment, which significantly boosts its liquidity position and advances its funding strategy. See our latest analysis for Northern Dynasty Minerals. Following the completion of its major royalty deal, Northern Dynasty Minerals’ share price soared, notching a 100.8% gain in the past month and propelling its year-to-date share price...
NEOE:DEFI
NEOE:DEFICapital Markets

Can Valour’s 100th ETP Advance DeFi Technologies’ (NEOE:DEFI) Bid for Regulated Market Leadership?

Valour Inc., a subsidiary of DeFi Technologies, recently launched its 100th exchange-traded product (ETP), the Sky (SKY) ETP, on Sweden's Spotlight Stock Market, further strengthening its presence in regulated European markets. This milestone not only underlines Valour’s position as the global leader in digital asset ETPs, but also highlights its commitment to enhancing regulated access to DeFi governance assets for investors worldwide. We’ll explore how Valour’s 100th ETP launch supports...
TSX:OGC
TSX:OGCMetals and Mining

Will OceanaGold's (TSX:OGC) Nevada Bet Redefine Its Long-Term Growth Trajectory?

Headwater Gold Inc. announced it has entered into a definitive agreement granting OceanaGold an option to earn up to a 75% interest in three Nevada gold projects, through staged exploration spending that could total up to US$65,000,000 and the completion of Pre-Feasibility Studies. This agreement offers OceanaGold a pathway to expand its North American project pipeline and signals long-term confidence in Nevada's exploration potential. We’ll consider how OceanaGold’s move to secure...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Bombardier (TSX:BBD.B): Valuation in Focus After Key Japan and U.S. Defense Contracts Expand Growth Story

Bombardier (TSX:BBD.B) just announced a pair of major deals. These include a Sojitz Corporation order tied to Japan’s inaugural shared ownership business jet program and a decade-long support agreement with SNC for specialized U.S. military aircraft. See our latest analysis for Bombardier. These headline deals come as Bombardier enjoys remarkable momentum, with its stock soaring more than 100% year-to-date and a total shareholder return of nearly 82% over the past year. Strength in key...
TSX:CP
TSX:CPTransportation

A Closer Look at Canadian Pacific Kansas City (TSX:CP) Valuation Following Strong Q2 2025 Results and Guidance Reaffirmation

Canadian Pacific Kansas City (TSX:CP) just delivered a steady Q2 2025, highlighting increased earnings, solid revenue growth, and ongoing cost controls. The company also reaffirmed its full-year outlook and kept investors' attention on its next moves. See our latest analysis for Canadian Pacific Kansas City. Canadian Pacific Kansas City’s latest quarter follows a year of resilience. While the 1-year total shareholder return dipped slightly by 1.5%, steady results and capital discipline have...
TSX:CVE
TSX:CVEOil and Gas

Does Cenovus Energy’s Emissions Commitment Make Its Current Price Attractive for 2025?

If you have been watching Cenovus Energy’s stock lately, you are not alone. Investors everywhere are trying to decide whether now is the right time to buy, sell, or simply hold on for the ride. Over the past year, Cenovus has delivered solid gains of 8.3%, and, impressively, the five-year return stands out at 513.3%. While short-term movements such as the 2.8% uptick in the past week and the 0.9% climb over the past month have not been dramatic, they hint at renewed confidence in the oil and...
TSX:BITF
TSX:BITFSoftware

Why Bitfarms (TSX:BITF) Is Up After Raising US$588 Million to Fund Its Strategic AI Shift

Earlier this week, Bitfarms Ltd. completed a US$588 million convertible senior note offering, upsized from an initial US$500 million, bringing its cash, bitcoin, and available funds to over US$1 billion for future investments. This major funding round marks a significant shift as Bitfarms accelerates its transition from bitcoin mining to high-performance computing and AI data centers amid evolving industry dynamics. We'll explore how Bitfarms' sizable capital infusion for its AI...
TSX:QBR.A
TSX:QBR.ATelecom

Is There Still Value in Quebecor After Its 29.5% Share Price Climb?

If you’re scratching your head about what to do with Quebecor these days, you’re definitely not alone. There’s a lot to love here for both the cautious investor and the go-getter looking for growth potential. Over the past year, Quebecor’s share price has climbed 29.5%. If you zoom out to a three-year window, the stock is up a whopping 91.4%, and even in the last month, it managed a modest gain of 2.9%. Those kinds of numbers naturally catch your eye, but what’s really driving the interest...
TSX:SVM
TSX:SVMMetals and Mining

Will Silvercorp Metals’ (TSX:SVM) Record Revenue Shift Its Competitive Position in the Silver Market?

On October 15, 2025, Silvercorp Metals Inc. announced its consolidated operating and sales results for the second quarter and six months ended September 30, 2025, highlighting record revenue of approximately US$83.3 million and increased gold and lead production year-over-year. An interesting insight is that Silvercorp's strong operational performance and revenue growth coincide with renewed investor attention on silver following gold's record-breaking run in 2025, reinforcing its position...
TSX:BN
TSX:BNCapital Markets

Will Brookfield's (TSX:BN) US$20B Clean Energy Fund Redefine Its Global Growth Narrative?

Brookfield recently closed a US$20 billion private fund dedicated to accelerating the global clean energy transition, marking the largest initiative of its kind, and launched a new evergreen private equity fund in Canada to provide broader investor access to its platform. These moves highlight Brookfield’s commitment to sustainable infrastructure and its ability to innovate in private market investing, reflecting expanding leadership and increased relevance in energy transition and wealth...
TSX:DSV
TSX:DSVMetals and Mining

Discovery Silver (TSX:DSV) Valuation in Focus After Landmark Resource Agreement Resolves Legal Challenge

Discovery Silver (TSX:DSV) shares drew attention after announcing a Resource Development Agreement with Taykwa Tagamou Nation. This move formally ends a legal dispute and establishes a foundation for future collaboration. See our latest analysis for Discovery Silver. Resolving a major legal challenge sent fresh signals to the market, and Discovery Silver’s 44% share price return over the past 90 days shows how quickly momentum can build. While there was a sharp pullback last week, the...
TSX:NGEX
TSX:NGEXMetals and Mining

NGEx Minerals (TSX:NGEX): Examining Valuation Following Recent Share Price Surge

NGEx Minerals (TSX:NGEX) shares drew investor attention this week as market participants weighed the company’s recent trading activity. Following a strong run over the past month, the stock’s movements are being closely monitored for indications about future value. See our latest analysis for NGEx Minerals. Despite some recent volatility, NGEx Minerals has shown serious momentum this year. After a strong run, the 12-month share price return sits at 89.72%. What really stands out is the total...
TSX:MAG
TSX:MAGMetals and Mining

MAG Silver (TSX:MAG) Valuation in Focus After Juanicipio Project Operations and Construction Update

MAG Silver (TSX:MAG) just shared an update on its Juanicipio Project, reporting ongoing underground material production and steady construction progress on its new processing plant. Investors seem interested in the project’s clear operational momentum and future potential. See our latest analysis for MAG Silver. With the Juanicipio Project delivering steady operational progress, MAG Silver has seen momentum build, reflected in a 65% year-to-date share price return and an impressive 1-year...
TSX:NTR
TSX:NTRChemicals

Trinidad Shutdown and Supply Hurdles Might Change The Case For Investing In Nutrien (TSX:NTR)

Nutrien announced it recently commenced a controlled shutdown of its Trinidad Point Lisas nitrogen operations, effective October 23, 2025, due to ongoing port access restrictions and unreliable natural gas supply imposed by Trinidad and Tobago's National Energy Corporation. Despite these operational challenges, the company affirmed it remains on track to meet its full-year 2025 nitrogen sales guidance, leveraging the strength of its North American operations. We'll explore how Nutrien's...
TSX:PD
TSX:PDEnergy Services

Precision Drilling (TSX:PD) Net Margin Falls to 5.7%, Testing Bullish Valuation Narratives

Precision Drilling (TSX:PD) reported earnings that continue to trend upward, with profits growing at an impressive 60.6% annual rate over the past five years and a current annual earnings growth forecast of 13.1%. Both are comfortably ahead of Canadian market averages. While profit margins dipped to 5.7% from last year's 11.7%, the stock trades at a compelling 10.4x P/E, lower than both industry and peer benchmarks. For investors, attractive relative valuation and positive growth forecasts...
TSX:AG
TSX:AGMetals and Mining

A Fresh Look at First Majestic Silver (TSX:AG) Valuation Following Silver Price Pullback

First Majestic Silver (TSX:AG) is feeling the impact as silver prices fall sharply today. As a major silver producer, the company's stock is closely tied to movements in the silver market. See our latest analysis for First Majestic Silver. After rallying more than 110% year-to-date, First Majestic Silver’s share price has run into volatility as silver prices swing sharply. Its strong momentum earlier this year is now facing a real test. Despite today’s drop, long-term investors have enjoyed a...
TSX:WCP
TSX:WCPOil and Gas

Should Whitecap Resources' (TSX:WCP) Raised Production Guidance and Synergies Prompt Investor Action?

Whitecap Resources Inc. recently reported third quarter 2025 results, showing revenue growth to CA$1.54 billion and average daily production of 374,623 boe/d, and raised its 2025 production guidance above prior expectations. This update follows significant operational progress post-Veren acquisition, with Whitecap embedding higher-than-forecast synergies and moving forward with an increased capital budget for next year. We'll examine how Whitecap's raised production outlook and operational...
TSX:LB
TSX:LBBanks

Laurentian Bank (TSX:LB) Expands Locally: What Recent Growth Means for Its Current Valuation

Laurentian Bank of Canada (TSX:LB) has just opened a new service point on Cousineau Boulevard in Saint-Hubert. Early feedback from customers is upbeat and points to stronger local engagement as the bank expands its footprint. See our latest analysis for Laurentian Bank of Canada. This local expansion comes amid a steady upward trend for Laurentian Bank of Canada’s stock, which has posted a 12.26% year-to-date share price return and a 30.15% total shareholder return over one year. Investors...
TSX:TKO
TSX:TKOMetals and Mining

Taseko Mines (TSX:TKO): Assessing Valuation Following $170 Million Equity Raise

Taseko Mines (TSX:TKO) just completed a sizeable follow-on equity offering, raising more than $170 million in proceeds. The company plans to use the funds for debt repayment and general purposes, which has caught investor interest. See our latest analysis for Taseko Mines. Taseko Mines’ hefty equity raise follows a stretch of positive momentum for the stock. The latest advances at its Florence Copper project and improving copper recoveries at Gibraltar have helped fire up investor optimism,...
TSX:CCO
TSX:CCOOil and Gas

Is Cameco (TSX:CCO) Fully Prepared for the Next Decade of Surging Uranium Demand?

Recent commentary highlighted expectations for uranium demand to surge nearly 28% by 2030 and around double by 2040, fueled by increasing electricity requirements and the expansion of clean energy. As one of the world's leading low-cost uranium producers, Cameco is considered well positioned to capitalize on this projected growth, particularly given the renewed focus on nuclear power in global energy strategies. We'll examine how sharply rising long-term uranium demand projections may...
TSX:BB
TSX:BBSoftware

How Investors Are Reacting To BlackBerry (TSX:BB) Securing Malaysia’s ASEAN Summit Communications

Malaysia’s Ministry of Foreign Affairs has expanded its use of BlackBerry AtHoc and BlackBerry SecuSUITE to secure communications during the 46th and upcoming 47th ASEAN Summits, with the new deployment set to further protect command and control operations from October 26 to 28, 2025. About 80% of inter-agency communications for the summits will now be secured using BlackBerry solutions, highlighting the company’s critical role in safeguarding diplomatic exchanges at high-profile...
TSX:POW
TSX:POWInsurance

Power Corporation of Canada (TSX:POW): Valuation Spotlight After S&P/TSX Preferred Share Index Inclusion

Power Corporation of Canada (TSX:POW) has recently seen its preferred shares added to the S&P/TSX Preferred Share Index, drawing increased attention within Canada’s investment landscape. This move could widen the company’s exposure to institutional portfolios and fund flows. See our latest analysis for Power Corporation of Canada. Index inclusion tends to raise a company’s profile, and lately, Power Corporation of Canada’s share price momentum has been hard to ignore. The stock’s strong 7.65%...
TSX:PPTA
TSX:PPTAMetals and Mining

Perpetua Resources (TSX:PPTA): Evaluating Valuation After Stibnite Gold Project Construction Kicks Off

Perpetua Resources (TSX:PPTA) has kicked off early works construction at its Stibnite Gold Project in Idaho, after securing vital approvals and financial assurance. This milestone could reshape its role in U.S. critical minerals and gold production. See our latest analysis for Perpetua Resources. Momentum has been building for Perpetua Resources, with early construction at the Stibnite Gold Project fueling excitement around its gold and critical minerals ambitions. After a blistering rally...
TSX:SJ
TSX:SJForestry

Stella-Jones (TSX:SJ) Valuation in Focus After Analyst Downgrade Over Wood Poles Competition Concerns

Stella-Jones (TSX:SJ) shares have been in focus after CIBC Capital Markets downgraded the stock, citing growing competition concerns in its wood poles segment. The move comes as the company prepares for its November Investor Day. See our latest analysis for Stella-Jones. Stella-Jones’s shares recently saw some turbulence as investors digested both the board appointments and a high-profile brokerage downgrade. The 1-year total shareholder return is now at -7.1%. However, strong three- and...