TSX:TCL.A
TSX:TCL.APackaging

Transcontinental (TSX:TCL.A) Margin Improvement Reinforces Bullish Profitability Narrative Despite Softer Sales

Transcontinental (TSX:TCL.A) has wrapped up FY 2025 with fourth quarter revenue of CA$732.4 million and basic EPS of CA$0.51, capping a year in which trailing twelve month EPS reached about CA$2.04 on revenue of roughly CA$2.7 billion as earnings grew 41.1% and net profit margin moved to 6.2% from 4.3%. Over the past few quarters, the company has seen revenue move from CA$700 million and EPS of CA$0.50 in Q3 2024 to CA$684.4 million and CA$0.46 in Q3 2025, setting the stage for investors to...
TSX:CLS
TSX:CLSElectronic

Is Celestica’s AI Fueled Surge Still Justified After Its Massive 2024 Share Price Run?

If you are wondering whether Celestica’s strong run is already priced in, or if there is still value on the table, this piece will walk through the key signals investors are watching. Despite a choppy week with the share price down 6.2%, the stock is still up 2.7% over the last month, 214.2% year to date, and 198.7% over the past year, with multi‑year gains in the thousands of percent range. These moves have been supported by growing enthusiasm around Celestica’s role as a design and...
TSX:CSU
TSX:CSUSoftware

Did Mark Miller’s Board Appointment Just Recast Constellation Software’s (TSX:CSU) Leadership and Investment Narrative?

Constellation Software recently appointed Mark Miller, its long-time President and Executive Chairman of Volaris Group, to its Board of Directors, following founder Mark Leonard’s resignation as CEO for health reasons while he remains Chair. This appointment brings a three-decade insider and the co-founder of Constellation’s first acquisition, Trapeze Group, directly into the boardroom, reinforcing leadership continuity across the group’s vertical market software platforms. We’ll now assess...
TSX:LAC
TSX:LACMetals and Mining

Lithium Americas (TSX:LAC): Assessing Valuation After a 60% Year-to-Date Rebound

Lithium Americas (TSX:LAC) has quietly staged a sharp rebound this year, with the stock up roughly 60% year to date and more than 50% over the past year, despite ongoing losses. See our latest analysis for Lithium Americas. The latest moves look like a classic sentiment reset, with a 90 day share price return of nearly 78% and a 1 year total shareholder return above 50%. This suggests momentum is still building even after a recent pullback to $7.04. If Lithium Americas has caught your eye,...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

How Canada’s Global 6500 Order At Bombardier (TSX:BBD.B) Has Changed Its Investment Story

Bombardier recently announced that the Government of Canada purchased six Global 6500 aircraft for worldwide utility, humanitarian, and national security missions, in a deal valued at about US$400 million including military modifications, with assembly in the Greater Toronto Area and interior completion in Greater Montreal. This order, alongside Bombardier Defense’s role in Germany’s PEGASUS SIGINT platform and its expanding global service network, underlines how government and aftermarket...
TSXV:SCZ
TSXV:SCZMetals and Mining

Is Santacruz Silver Mining (TSXV:SCZ) Using a Nasdaq Listing Bid to Recast Its Equity Story?

Santacruz Silver Mining Ltd. has completed a 1-for-4 share consolidation on December 10, 2025, as part of its plan to list on the Nasdaq Capital Market, aiming to meet that exchange’s listing requirements. This move marks a meaningful step in the company’s effort to broaden its investor base and raise its profile in U.S. capital markets. We’ll now look at how the share consolidation tied to the planned Nasdaq listing could influence Santacruz Silver Mining’s investment narrative. This...
TSX:TD
TSX:TDBanks

Taking Stock of TD Bank (TSX:TD) Valuation After Strong Q4 2025 Earnings and Upbeat Outlook

Toronto-Dominion Bank (TSX:TD) is back on investors’ radar after a strong fiscal Q4 2025 earnings release, where broad based revenue growth and upbeat guidance sparked fresh interest in the stock. See our latest analysis for Toronto-Dominion Bank. The earnings surprise and stepped up capital returns, including a larger buyback and a move to semi annual dividend decisions, have contributed to an 18.3% 3 month share price return and a 73.7% 1 year total shareholder return, suggesting momentum...
TSX:TVK
TSX:TVKEnergy Services

TerraVest Industries (TSX:TVK) EPS Surge Reinforces Bullish Growth Narratives Despite Margin Compression

TerraVest Industries (TSX:TVK) just wrapped up FY 2025 with fourth quarter revenue of CA$419.4 million and EPS of CA$0.85, capping a twelve month run that delivered EPS of CA$4.27 on CA$1.37 billion of revenue alongside 36.3% year over year earnings growth. The company has seen revenue move from CA$911.8 million in the twelve months to Q4 2024 to CA$1.37 billion over the latest twelve months, while trailing EPS climbed from CA$3.41 to CA$4.27, leaving investors to weigh that earnings momentum...
TSX:T
TSX:TTelecom

TELUS (TSX:T) Valuation Check After New Social Initiative, AI Security Partnership and Capital Structure Moves

TELUS (TSX:T) is in the spotlight after launching its Mobility for Good for Indigenous Women at Risk program in Manitoba, along with a new Qohash partnership that tightens AI data protection across its Fuel iX platform. See our latest analysis for TELUS. These community and AI initiatives land while momentum in the shares has been weak, with a roughly double digit year to date share price decline and mid single digit negative one year total shareholder return, suggesting sentiment is still...