TSX:CNQ
TSX:CNQOil and Gas

Has Canadian Natural Resources Run Too Far After Its 281.4% Five Year Surge?

Wondering if Canadian Natural Resources is still a smart buy after such a big multi year run? This article will walk through whether the current price still makes sense or if the easy money has already been made. The stock has climbed 6.6% over the last month and 10.7% over the past year, on top of a striking 281.4% gain over five years. It is no surprise investors are asking whether the valuation is starting to look stretched. Recent moves have come amid a firmer oil price backdrop and...
TSX:TOU
TSX:TOUOil and Gas

Tourmaline Oil (TSX:TOU) Valuation Check After Quarterly Dividend Confirmation

Tourmaline Oil (TSX:TOU) just reaffirmed its income story, declaring a CAD 0.50 quarterly cash dividend payable December 31 to shareholders on record as of December 15, designated as an eligible dividend for Canadian tax purposes. See our latest analysis for Tourmaline Oil. The dividend affirmation lands while Tourmaline’s share price has climbed around 13% over the past quarter to about CA$65.50. However, its year to date share price return is still slightly negative, and long term total...
TSX:SCR
TSX:SCROil and Gas

Should Strathcona’s Higher 2026 Output on Unchanged Budget Require Action From Strathcona Resources (TSX:SCR) Investors?

Strathcona Resources has completed its acquisition of the Vawn thermal project and adjacent undeveloped lands, increased its 2026 production guidance to 120–130 Mbbls/d, and kept its CA$1.00 billion capital budget intact while slightly rebalancing sustaining capital. The integration of Vawn with the nearby Edam project and added thermal growth inventory is expected to enhance long-term production capacity and operating efficiencies across Strathcona’s Lloydminster portfolio. We’ll now...
TSX:NTR
TSX:NTRChemicals

Nutrien (TSX:NTR) Valuation After Earnings Beat, Raised Potash Guidance and Strong Crop Nutrient Outlook

Nutrien (TSX:NTR) just delivered third quarter results that beat expectations, with profits jumping and sales climbing across its Potash, Nitrogen, and Phosphate units, prompting management to lift potash volume guidance. See our latest analysis for Nutrien. The strong quarter fits a broader upswing for Nutrien, with a roughly 28 percent 1 year total shareholder return and near 28 percent year to date share price return, suggesting that momentum is rebuilding as earnings visibility...
TSX:IGM
TSX:IGMCapital Markets

How Record-High CA$311 Billion AUM and Strong Net Inflows Could Impact IGM Financial (TSX:IGM) Investors

In November 2025, IGM Financial Inc. reported that its total assets under management and advisement reached a record CA$311.10 billion, up 13.8% year over year, supported by CA$753.00 million of consolidated net inflows across IG Wealth Management and Mackenzie Investments. This record asset base, with both the Wealth Management and Asset Management segments hitting new highs, underscores how broad-based client inflows are reinforcing IGM Financial’s core fee-generating engine. We’ll now...
TSX:GIL
TSX:GILLuxury

Does Gildan’s 2025 Rally Still Offer Value After 21.3% Share Price Gain?

If you have been wondering whether Gildan Activewear is still a buy after its big run, you are not alone. This article explores whether the current price still makes sense. The stock has climbed 21.3% over the last year and is up 20.8% year to date, even after some recent consolidation with a 1.4% gain over the last week and a modest 0.8% dip over the past month. Recent headlines have focused on Gildan’s strategic positioning in basics and activewear, including ongoing initiatives to...
TSX:TRP
TSX:TRPOil and Gas

Does Extended EBITDA Outlook And Balance Sheet Tweaks Change The Bull Case For TC Energy (TSX:TRP)?

In the past quarter, TC Energy reported resilient third-quarter 2025 results with double-digit EBITDA growth led by its natural gas pipelines, extended its 5–7% annual EBITDA growth outlook through 2028, declared another quarterly dividend in a 25-year growth streak, and issued US$350 million of fixed-for-life junior subordinated notes to redeem preferred shares and trim debt. This combination of stronger earnings, longer-term growth guidance, and balance sheet refinement highlights how TC...
TSX:TFII
TSX:TFIITransportation

Evaluating TFI International (TSX:TFII) After Resilient Performance in a Tough Freight and LTL Market

Resilience and Market Dynamics Put TFI International Back in Focus Increased attention on TFI International (TSX:TFII) is being driven by how steadily it is navigating weak freight demand, sticky inflation, and softer consumer spending, while still capitalizing on tighter capacity in the less than truckload market. See our latest analysis for TFI International. That resilience has not yet translated into headline-grabbing gains, with a sharp year to date share price return of negative 29.11...
TSX:NG
TSX:NGMetals and Mining

What NovaGold Resources (TSX:NG)'s Donlin Assays and FAST-41 Win Mean For Shareholders

NovaGold Resources has reported final assay results from its 2025 Donlin Gold drill program and key permitting advances, including FAST-41 acceptance and an Alaska Supreme Court ruling upholding water rights and a state pipeline right-of-way, marking meaningful progress for what it anticipates could become America’s largest gold mine. By combining high-grade drill intersections with a clearer federal permitting pathway and a forthcoming Bankable Feasibility Study, the company is tightening...
TSX:FFH
TSX:FFHInsurance

Fairfax Financial (TSX:FFH) Valuation After $300m Preferred Share Redemption Plan and Capital Structure Shift

Fairfax Financial Holdings (TSX:FFH) has put a spotlight on its capital structure, confirming plans to redeem all outstanding Series I and Series J preferred shares for about CAD 300 million at the end of December 2025. See our latest analysis for Fairfax Financial Holdings. That capital return move lands after a solid run, with Fairfax’s share price still up a robust year to date and a remarkable multi year total shareholder return that indicates long term momentum remains firmly intact...
TSX:TSU
TSX:TSUInsurance

Is Trisura’s Renewed Buyback And Automatic Plan Reshaping The Capital Allocation Story For TSX:TSU?

Earlier this week, Trisura Group Ltd. renewed its Normal Course Issuer Bid, authorizing the repurchase and cancellation of up to 1,427,012 common shares, or about 2.98% of its issued share capital, through December 8, 2026, mainly to offset equity incentive dilution and return capital to shareholders. An interesting aspect of this new buyback is Trisura’s plan to use an automatic share purchase arrangement, allowing repurchases to continue even during blackout periods when management would...