TSX:NGD
TSX:NGDMetals and Mining

Why New Gold (TSX:NGD) Is Up 5.6% After Record Cash Flow Driven by Rainy River Milestone

New Gold Inc. recently announced record quarterly free cash flow and strong operational cash flow in Q2 2025, largely driven by a production milestone at its Rainy River project and an investment of approximately US$58 million to advance growth initiatives. This performance highlights Rainy River’s rising contribution as a key cash generator, enabling increased reinvestment into the company’s development pipeline. To see how this record-setting cash flow and production performance...
TSX:TKO
TSX:TKOMetals and Mining

Why Taseko Mines (TSX:TKO) Is Up 11.3% After Swinging to Profit Despite Lower Copper Production and What’s Next

Taseko Mines Limited recently reported second quarter 2025 results, posting CA$116.08 million in sales and CA$21.87 million in net income after a year-ago loss, despite lower copper production and continued processing of lower-grade stockpiles at its Gibraltar mine. This turnaround was accompanied by ongoing progress in regulatory review for a proposed new British Columbia copper mine and updated company guidance projecting increased copper and molybdenum output in the second half of...
TSX:CFP
TSX:CFPForestry

Are Canfor’s (TSX:CFP) Ongoing Losses Reshaping Its Long-Term Competitive Position?

Canfor reported its second quarter 2025 results, showing sales of C$1,379.4 million and a net loss of C$202.8 million, with basic loss per share widening to C$1.71 compared to a year earlier. An important detail is that while net losses continued, the company's year-to-date loss narrowed slightly compared to the previous year, highlighting both ongoing difficulties and incremental progress in reducing losses. We’ll explore how Canfor’s continued significant net losses, despite slight...
TSX:CJT
TSX:CJTLogistics

Cargojet (TSX:CJT) Is Up 6.4% After Expanding Long-Term DHL Partnership and Reporting Q2 Gains – Has The Bull Case Changed?

Earlier this month, Cargojet announced it has renewed and expanded its long-term air cargo partnership with DHL, extending their agreement until at least March 31, 2033, with two additional two-year renewal options potentially extending it until 2037; Cargojet will continue providing a full suite of air transport services to support DHL’s global logistics, and the arrangement includes significant changes to equity warrants and business volume commitments. Alongside this development, Cargojet...
TSX:BN
TSX:BNCapital Markets

Brookfield’s AI Fund Ambitions: A New Chapter in Capital Allocation Strategy for TSX:BN?

Brookfield Corporation recently announced the pricing of a US$650 million senior notes offering due 2036 at a 5.33% interest rate, alongside plans to launch an AI-focused fund. An interesting detail is that these moves highlight Brookfield's ongoing efforts to tap capital markets and capture momentum in fast-growing technology sectors. We'll explore how Brookfield's new AI fund may shape the company's investment narrative and future market positioning. We've found 19 US stocks that are...
TSX:FIH.U
TSX:FIH.UCapital Markets

Is Strong Earnings Growth and Persistent Buybacks Altering the Investment Case for Fairfax India Holdings (TSX:FIH.U)?

Fairfax India Holdings reported its second quarter and six-month results for the period ended June 30, 2025, showing significant increases in revenue and net income, as well as a return to profitability for the half-year. The company also continued its share repurchase activity, signaling management's ongoing confidence in the business and its commitment to shareholder returns. We'll explore how strong earnings growth and persistent buybacks shape Fairfax India Holdings' investment narrative...
TSX:CURA
TSX:CURAPharmaceuticals

Can Curaleaf Holdings' (TSX:CURA) Q2 Revenue Slide Challenge Its Premium Product Ambitions?

Curaleaf Holdings released its second-quarter 2025 results, reporting revenue of US$314.52 million and a net loss of US$53.16 million, both lower than the previous year. Losses per share increased year-over-year, highlighting ongoing operational pressures and a challenging revenue environment for the company. We’ll examine how Curaleaf’s widened losses and declining revenues may alter the outlook for international and premium product plans. Find companies with promising cash flow potential...
TSX:CVE
TSX:CVEOil and Gas

Will Cenovus Energy’s (TSX:CVE) Capital Returns Offset Concerns From Lower Production Guidance?

Cenovus Energy Inc. recently reported second quarter 2025 results, showing lower year-over-year sales and net income, alongside updated production guidance due to temporary facility shutdowns. Amid these results, the company affirmed both its common and preferred dividends and completed a sizable share buyback, highlighting continued capital return to shareholders. We'll examine how Cenovus’s reduced upstream production guidance and balance of capital returns may influence its investment...
TSX:BEP.UN
TSX:BEP.UNRenewable Energy

How Investors Are Reacting To Brookfield Renewable Partners (TSX:BEP.UN) Reporting Higher Sales and Narrowed Losses

Brookfield Renewable Partners reported its second-quarter 2025 results, showing sales of US$1.69 billion and a reduction in net loss compared to the same period last year, while also confirming a quarterly distribution and ongoing share buybacks. An interesting insight is that the company continued to deliver higher sales and sustained its capital return programs even as it managed to narrow losses in challenging market conditions. To assess how this earnings improvement supports Brookfield...
TSX:T
TSX:TTelecom

How Investors May Respond To TELUS (TSX:T) Net Income Drop Amid Goodwill Impairment and Dividend Increase

TELUS Corporation recently reported second quarter 2025 earnings, announcing revenue of C$5.08 billion and a C$285 million goodwill impairment, while also increasing its quarterly dividend. Net income fell sharply to C$7 million from C$228 million a year earlier, highlighting the financial impact of the impairment despite ongoing revenue growth and dividend hikes. The steep drop in quarterly net income alongside the non-cash impairment underscores the challenges TELUS faces in maintaining...
TSX:BMO
TSX:BMOBanks

Could BMO’s (TSX:BMO) New Debt Issue Reveal a Shift in Capital Allocation Strategy?

Bank of Montreal recently announced a fixed-income offering, issuing 4.50% senior unsecured notes due August 11, 2028, at par, with a 1% discount and callable features. This move reflects the bank's ongoing efforts to manage its capital structure and funding strategy, which can influence both fixed-income and equity investors. We'll explore how this fresh debt issuance could impact Bank of Montreal’s investment narrative, particularly regarding its approach to funding and capital...
CNSX:GTII
CNSX:GTIIPharmaceuticals

Can Green Thumb Industries’ (CNSX:GTII) Shelf Registration Reveal Its Strategy for Navigating Margin Pressures?

Green Thumb Industries released its second quarter 2025 results, reporting revenue of US$293.26 million, a net loss of US$645,000, and announcing a US$167.7 million shelf registration for potential future share sales. An important factor for investors is that the company also provided guidance for flat to declining revenue in the third quarter, attributed to price compression and delays in new market launches. We’ll assess how Green Thumb’s updated guidance on revenue and gross profit,...
TSX:TD
TSX:TDBanks

Could a New Leader Refocus TD's U.S. Strategy and Strengthen Its Small Business Banking Story (TSX:TD)?

On August 6, 2025, Toronto-Dominion Bank announced that Chris Ward, a veteran with over 35 years of small business banking experience, has been appointed as Head of U.S. Small Business Banking to lead its strategy across its U.S. operations. This leadership change highlights TD’s ongoing focus on investing in tailored solutions and advisory services for small business clients in the United States. We’ll examine how Chris Ward’s appointment and focus on small business banking could influence...
TSX:ATS
TSX:ATSMachinery

Do Leadership Changes at ATS (TSX:ATS) Hint at a Shift in Financial Strategy?

ATS Corporation recently reported first quarter fiscal 2026 results with sales of CA$736.72 million and net income of CA$24.12 million, along with new executive appointments and the completion of a buyback of 308,758 shares for CA$10 million. An interesting aspect is the appointment of Anne Cybulski as Interim CFO, reflecting a significant leadership transition as the company manages operational and financial changes. We will now examine how the leadership transition and mixed quarterly...
TSX:SRU.UN
TSX:SRU.UNRetail REITs

How Lower Quarterly Earnings at SmartCentres (TSX:SRU.UN) May Influence Its Investment Narrative

SmartCentres Real Estate Investment Trust reported its second quarter 2025 results, showing sales of C$223.72 million and net income of C$88.51 million, both lower than the same period last year. While six-month sales edged up from a year ago, the decline in quarterly and half-year net income highlights some earnings pressures at the Trust. We'll examine the implications of the Trust's reduced quarterly profitability and its impact on the overall investment narrative. Explore 26 top quantum...
TSX:RUS
TSX:RUSTrade Distributors

Is Russel Metals’ (TSX:RUS) Capital Return Strategy a Sign of Strength or Strategic Caution?

Russel Metals Inc. recently reported second quarter 2025 results with sales of C$1,207.3 million and net income of C$60.4 million, while confirming a quarterly dividend of C$0.43 per share and completing share repurchases under its ongoing buyback program. Ongoing capital returns through both dividends and share buybacks highlight management’s confidence in the company’s financial position and future prospects. We’ll explore how Russel Metals’ consistent shareholder returns, exemplified by...
TSX:SOBO
TSX:SOBOOil and Gas

Is South Bow’s Dividend Stability (TSX:SOBO) Signaling Lasting Profitability or Masking Shifting Fundamentals?

South Bow Corporation recently reported its second quarter and first-half 2025 financial results, highlighting US$524 million in quarterly sales and US$96 million in net income, with the board affirming a US$0.50 per share dividend payable in October. An increase in net income despite lower sales, coupled with the company's achievement of its Keystone Pipeline commitments, provides key operational context for shareholders. We’ll explore how South Bow’s stable profitability, highlighted by...
TSXV:ARTG
TSXV:ARTGMetals and Mining

How Investors Are Reacting To Artemis Gold (TSXV:ARTG) Securing $700M Credit and Reaffirming Guidance

On August 12, 2025, Artemis Gold Inc. announced the execution of a credit-approved commitment letter with National Bank of Canada to underwrite a US$700 million revolving credit facility and reaffirmed its full-year production and earnings guidance, with Q2 results meeting earlier expectations. This combination of enhanced financial flexibility and confirmed operational targets highlights the company's proactive steps toward managing its growth and debt profile. We'll take a closer look at...
TSX:LSPD
TSX:LSPDSoftware

Is Lightspeed’s Rising Revenue but Widening Loss Shifting Long-Term Prospects for TSX:LSPD?

Lightspeed Commerce Inc. recently reported first-quarter 2025 results, with sales reaching US$304.94 million, up from US$266.09 million a year earlier, while net loss widened to US$49.57 million. The company also issued guidance forecasting second-quarter revenue of US$305 million to US$310 million and projected full-year 2026 revenue growth between 10% and 12%, which gives insight into management's outlook despite persistent losses. We'll examine how Lightspeed's higher first-quarter sales...
TSX:SJ
TSX:SJForestry

Is Lowered 2025 Sales Guidance Reshaping the Investment Case for Stella-Jones (TSX:SJ)?

Stella-Jones Inc. recently lowered its 2025 sales guidance to approximately CA$3.5 billion, including the Locweld acquisition, citing ongoing macroeconomic challenges and slower-than-expected organic growth in utility poles and railway ties. This adjustment reflects both reduced demand from a major railway customer and persistent headwinds in key end markets, even as six-month net income has increased year over year and the quarterly dividend remains unchanged. We’ll examine how the revised...
TSX:ELF
TSX:ELFInsurance

How Investors Are Reacting To E-L Financial (TSX:ELF) Surging Q2 Profit Amid Ongoing Earnings Volatility

E-L Financial Corporation Limited reported second quarter 2025 earnings, posting net income of C$369.14 million, up from C$233.77 million a year prior. This quarterly improvement is particularly striking given that net income for the first half of 2025 declined compared to the same period last year. We’ll explore how the substantial quarterly profit increase shapes E-L Financial’s investment narrative in light of recent earnings volatility. Rare earth metals are the new gold rush. Find out...
TSX:BYD
TSX:BYDCommercial Services

Do Margin Pressures Signal a Shift in Boyd Group’s Competitive Edge (TSX:BYD)?

Boyd Group Services Inc. recently reported its second quarter 2025 earnings, revealing sales of US$780.41 million and net income of US$5.42 million, both showing limited growth and a drop in profitability compared to the same period last year. Although revenue remained steady year-over-year, the company saw a meaningful reduction in earnings per share and net income for both the quarter and first half of 2025, highlighting margin pressures. We'll now assess how Boyd’s lower net income and...
TSX:ELD
TSX:ELDMetals and Mining

How Strong Q2 Earnings and a Major Buyback at Eldorado Gold (TSX:ELD) Have Changed Its Investment Story

In the past week, Eldorado Gold Corporation reported second quarter 2025 results featuring a sharp rise in net income to US$138.01 million, higher gold output, and the launch of a share buyback program targeting up to 10.16 million shares over the next year. Despite a US$2.48 million asset write-down, the company’s improved profitability, robust production, and active capital return efforts highlight management’s positive outlook and operational execution. We'll explore how the new share...
TSX:MFI
TSX:MFIFood

Maple Leaf Foods (TSX:MFI) Is Up 17.7% After Returning to Profitability and Raising Revenue Outlook

Maple Leaf Foods Inc. recently reported second quarter earnings for the period ended June 30, 2025, highlighting sales of CA$1.36 billion, a return to positive net income of CA$57.78 million, and a quarterly dividend of CA$0.24 per share approved by its Board of Directors. The results mark a turnaround from the prior year’s quarterly loss, with management providing a positive revenue outlook for 2025 and confirming ongoing shareholder returns through its dividend policy. We'll explore how...