TSX:ENB
TSX:ENBOil and Gas

Enbridge (TSX:ENB): Evaluating the Valuation After Recent Share Price Momentum

Enbridge (TSX:ENB) has not made major headlines with fresh news this week, but its recent share price action is catching the eye of investors weighing their next move. After drifting for much of last year, the stock has climbed over 7% in the past month, a pace that stands out for a steady pipeline operator. This kind of move may not grab attention at first glance; however, it often prompts a second look into whether something under the surface is shifting. Looking at the bigger picture,...
TSX:LUG
TSX:LUGMetals and Mining

Lundin Gold (TSX:LUG): Assessing Valuation Following Record Q2 Earnings and Dividend Growth

Lundin Gold (TSX:LUG) just delivered a quarter that is likely to attract investor attention. The company’s latest results revealed record second-quarter earnings, with significant jumps in revenue, net income, and free cash flow. This performance was driven by strong results at the Fruta del Norte mine. In addition, Lundin Gold’s dividend policy provides shareholders with both a steady fixed payout and a variable component that increases alongside free cash flow. This structure may appeal to...
TSXV:ARTG
TSXV:ARTGMetals and Mining

Artemis Gold (TSXV:ARTG) Valuation After Earnings Turnaround and Strong Blackwater Production

Artemis Gold (TSXV:ARTG) just capped off a quarter that might make investors stop and reevaluate their outlook, with the company swinging from a net loss last year to a hefty net profit this time around. Not only did Artemis post CAD 100 million in earnings for the second quarter, but its Blackwater mill outperformed expectations by operating above nameplate capacity in June. If that was not enough to catch market attention, Artemis also locked in a new $700 million revolving credit facility,...
TSX:LUN
TSX:LUNMetals and Mining

Does Lundin Mining’s (TSX:LUN) Updated Capital Return Approach Reflect a Strategic Shift in Priorities?

Lundin Mining recently reported its second quarter 2025 financial results, declared a regular dividend, and provided updates on its share capital and ongoing share buyback program. The company's updated capital management approach, including sustained shareholder returns and share buybacks, signals a continued commitment to efficient capital allocation amid operational expansion. We'll explore how the regular dividend declaration and capital updates may shape Lundin Mining's investment...
TSX:CLS
TSX:CLSElectronic

What Celestica (TSX:CLS)'s Record Q2 Driven by Hyperscaler Demand Means for Shareholders

Celestica recently reported its strongest second quarter results in over two years, largely fueled by rising demand from hyperscaler customers and operational improvements. Analysts are highlighting Celestica’s growing momentum and improving revenue mix, with management’s significant insider ownership reflecting confidence in the company’s direction. We’ll examine how this surge in hyperscaler demand and upbeat analyst sentiment may reshape Celestica’s investment narrative moving...
TSX:TD
TSX:TDBanks

Will Leadership Moves and New Debt Offerings Shift Toronto-Dominion Bank's (TSX:TD) Funding Narrative?

On August 14, 2025, Toronto-Dominion Bank announced the promotion of Laura Nitti to Retail Market President of Metro PA & South New Jersey and completed multiple fixed-income offerings, including new senior and junior unsecured notes with various maturities. These actions reflect TD Bank’s efforts to strengthen regional leadership and adjust its funding approach, signaling evolving priorities in capital management and customer engagement. We’ll explore how TD Bank’s multiple fixed-income...
TSX:AQN
TSX:AQNIntegrated Utilities

Is Algonquin's ESOP Share Offering and Rising Analyst Optimism Reshaping Its Investment Case (TSX:AQN)?

Earlier this month, Algonquin Power & Utilities Corp. filed a shelf registration for 2,500,000 common shares valued at $14.68 million as part of an Employee Stock Ownership Plan (ESOP) related offering. This move coincides with a period of improved earnings estimates and significant analyst optimism regarding the company’s financial outlook. We’ll explore how the strengthening analyst sentiment and rising earnings expectations could influence Algonquin’s investment narrative going...
TSXV:TOI
TSXV:TOISoftware

How Insider Selling and Ownership Concentration May Influence Topicus.com's Future Governance (TSXV:TOI)

In the past week, Topicus.com Inc. saw its market capitalization decrease by CA$580 million, with public companies holding a substantial 49% ownership stake primarily impacted. Insider share sales and a highly concentrated ownership structure, with the top two shareholders controlling more than half of the company, have sparked further scrutiny. We'll explore how insider selling and a concentrated shareholder base are shaping Topicus.com's investment narrative and governance outlook. The...
TSX:IMO
TSX:IMOOil and Gas

Record Output and Cost Cuts Might Change the Case for Investing in Imperial Oil (TSX:IMO)

In the past five years, Imperial Oil has achieved very large gains, driven by record upstream production, substantial cost reductions, and its ongoing focus on shareholder returns. The company’s investment in projects like the Strathcona renewable diesel facility and upgrades at Cold Lake signals a commitment to future growth and lower emissions. We’ll assess how Imperial Oil’s record production and ongoing efficiency initiatives could influence its long-term investment narrative and...
TSX:DSV
TSX:DSVMetals and Mining

Discovery Silver (TSX:DSV) Valuation Spotlight After Earnings Swing Back to Profitability

Discovery Silver (TSX:DSV) just turned heads with its latest earnings report, delivering a swing back to profitability for the second quarter. After reporting net income of $5.53 million, compared to a loss in the same period last year, the company’s earnings per share moved from negative territory to $0.01. Investors will probably see this as a sign that operational improvements and market fundamentals might finally be converging for Discovery Silver. This raises fresh questions about what...
TSX:ARIS
TSX:ARISMetals and Mining

How Investors May Respond To Aris Mining (TSX:ARIS) Surging Gold Sales and Stronger Colombian Earnings

Earlier this month, Aris Mining reported a year-over-year increase in gold sales volumes for the second quarter, leading to higher gold revenues and stronger earnings from its Colombian mining operations. This boost in sales volume points to improved operational efficiency at key assets, underscoring the company’s ongoing efforts to increase output and performance. We’ll explore how the recent surge in gold sales volumes could shape Aris Mining’s investment narrative and future growth...
TSX:AP.UN
TSX:AP.UNOffice REITs

Will Pre-Leasing Success and Major Anchor Tenants Redefine Allied’s (TSX:AP.UN) Growth Narrative?

Allied Properties Real Estate Investment Trust announced significant progress on its key development projects, sharing updates on near-completion status and major leases at the Main Alley Campus in Vancouver and KING Toronto, including pre-leasing of 90% at M4 and a 20-year anchor lease with Whole Foods Market. These developments highlight Allied’s ability to attract prominent tenants and strengthen the recurring income outlook for its portfolio. We’ll explore how Allied’s momentum in...
TSX:CM
TSX:CMBanks

A Fresh Look at CIBC (TSX:CM) Valuation as Share Price Momentum Continues

Canadian Imperial Bank of Commerce (TSX:CM) has been quietly catching the eye of investors lately, as its shares have shown some resilience in a market where big moves often grab the headlines. While there hasn't been a single headline-grabbing event driving recent price action, the bank's stock appears to be generating fresh interest because of subtle shifts in its performance and improving financials. This kind of move often raises a key question for current and potential shareholders: is...
TSX:EDR
TSX:EDRMetals and Mining

Will Rising Silver Output and Expanding Losses Shift Endeavour Silver's (TSX:EDR) Long-Term Outlook?

Endeavour Silver reported its second quarter 2025 results, showing sales of US$88.6 million and a net loss of US$20.46 million, with silver production increasing to 1,483,736 ounces but gold output declining. While revenue and silver output rose meaningfully compared to a year ago, persistent wider losses highlight ongoing pressures despite operational improvements. We'll explore how the company's ability to boost silver production amid expanding losses affects its longer-term growth...
TSX:FOM
TSX:FOMMetals and Mining

Will Foran Mining’s (TSX:FOM) Board Addition Refocus Its Global Project Growth Ambitions?

Foran Mining Corporation recently appointed John Munro as an Independent Director to its Board, adding over 30 years of global metals and mining experience including executive leadership at Cupric Canyon Capital, Gold Fields Limited, and First Reserve Corporation. Munro’s involvement in successfully delivering and monetizing large-scale mining projects, such as the US$2.1 billion Khoemacau copper-silver transaction, highlights his depth in project financing and international resource...
TSX:KNT
TSX:KNTMetals and Mining

Is K92 Mining's (TSX:KNT) Earnings Surge Overshadowed by Legal Hurdles in Papua New Guinea?

K92 Mining recently reported strong financial results for the second quarter and first half of 2025, with year-over-year sales and net income seeing very large increases. In parallel, the company has become subject to interim legal restrictions in Papua New Guinea after South Pacific Metals Corp. secured a court injunction over disputed exploration rights at the EL 2558 licence area, underscoring ongoing operational and jurisdictional complexities in the region. We'll now review how K92...
TSX:CU
TSX:CUIntegrated Utilities

How Investors Are Reacting To Canadian Utilities (TSX:CU) Securing Yellowhead Pipeline Regulatory Approval

ATCO Energy Systems announced that the Alberta Utilities Commission has approved the Need Assessment Application for the Yellowhead Pipeline Project, marking a crucial step in expanding Alberta's natural gas infrastructure. This regulatory milestone paves the way for a pipeline capable of delivering more than 1,200 terajoules of natural gas per day, supporting the region's economic and population growth. We'll explore how regulatory approval for the Yellowhead Pipeline could reinforce...