TSX:USA
TSX:USAMetals and Mining

Could Crescent’s Power Cost Collapse Recast Americas Gold and Silver’s (TSX:USA) Operating Moat?

In January 2026, Americas Gold and Silver Corporation reported past progress at its recently acquired Crescent Silver Mine in Idaho’s Silver Valley, including grid power installation, infrastructure upgrades, and new equipment to support a planned mid-2026 restart of silver, copper, and antimony production. A particularly important insight is the expected drop in Crescent’s power costs from about US$0.55/kWh to roughly US$0.07/kWh, which could materially change the mine’s cost structure and...
TSX:FCR.UN
TSX:FCR.UNRetail REITs

A Look At First Capital REIT (TSX:FCR.UN) Valuation As Distribution Increase Draws Investor Attention

First Capital Real Estate Investment Trust (TSX:FCR.UN) has approved a 2.5% increase in its annualized cash distribution to $0.912 per unit, with monthly payments scheduled to begin on February 16, 2026. See our latest analysis for First Capital Real Estate Investment Trust. The 2.05% 1 day share price return on the latest close at CA$19.87, alongside a 3.71% 30 day share price return, sits against a 1 year total shareholder return of 24.28%, suggesting momentum that has been supported over...
TSX:CP
TSX:CPTransportation

Did New Five-Year Union Deals Just Shift Canadian Pacific Kansas City's (TSX:CP) Investment Narrative?

Canadian Pacific Kansas City recently confirmed that 16 five-year collective bargaining agreements with U.S. railroad unions have been ratified, covering about 700 employees and providing wage increases, while two additional agreements with the International Brotherhood of Electrical Workers await ratification. This broad labour accord reduces uncertainty around operations and staffing in key U.S. corridors, an important consideration for shippers and investors focused on network...
TSX:OR
TSX:ORMetals and Mining

OR Royalties (TSX:OR) Is Up 6.7% After Record 2025 Royalty Revenue Update Has The Bull Case Changed?

OR Royalties Inc. recently reported preliminary fourth-quarter 2025 revenues from royalties and streams of US$90.5 million, bringing full-year 2025 preliminary royalty and streaming revenues to a record US$277.4 million, alongside 21,735 attributable gold equivalent ounces in the quarter and 80,775 for the year. This combination of record revenue and solid attributable gold equivalent ounce volumes underlines the strength of OR Royalties’ royalty and streaming model and its ability to...
TSX:CG
TSX:CGMetals and Mining

Is It Too Late To Consider Centerra Gold (TSX:CG) After 173% One-Year Surge?

If you are wondering whether Centerra Gold's recent share price puts it on the expensive side or still leaves room for value, it helps to break the story into what has happened in the market and how that lines up with fundamentals. Centerra Gold's share price was last at C$22.41, with returns of 4.8% over 7 days, 11.8% over 30 days, 15.4% year to date, 173.1% over 1 year, 199.2% over 3 years and 88.1% over 5 years. This gives you a sense of how much the stock has already moved. Recent...
TSX:KEL
TSX:KELOil and Gas

What Kelt Exploration (TSX:KEL)'s 2025–2026 Production and Revenue Guidance Means For Shareholders

In early January 2026, Kelt Exploration Ltd. issued detailed guidance for 2025 and 2026, outlining expected oil, NGL and natural gas production alongside budgeted petroleum and natural gas sales of about $536.1 million and $682.0 million, respectively. This guidance gives investors a clearer view of Kelt’s planned production scale and revenue expectations over the next two years, sharpening visibility on its operating profile. With this new visibility into Kelt’s planned production volumes...
TSX:CU
TSX:CUIntegrated Utilities

Does Canadian Utilities’ (TSX:CU) Modest Dividend Hike Reveal Its True Capital Allocation Priorities?

Earlier this month, Canadian Utilities Limited declared a 1% increase in its first-quarter 2026 common share dividend to CA$0.4623, alongside confirming multiple preferred share dividends payable on March 1, 2026 to holders of record on February 5, 2026. This combination of a higher common dividend and ongoing preferred payouts underscores the company’s emphasis on steady income generation backed by regulated utility operations and long-lived infrastructure projects. We’ll now explore how...
TSX:IPCO
TSX:IPCOOil and Gas

A Look At International Petroleum’s Valuation As Blackrod Project Advances And Insider Buying Increases

Why the Blackrod update matters for International Petroleum International Petroleum (TSX:IPCO) has drawn fresh attention after commencing first steam injection at its Blackrod Phase 1 project in Canada earlier than planned, with first oil now anticipated in third quarter 2026. This progress on a 100% owned asset, combined with recent insider share purchases, gives investors new information to consider about IPCO’s growth projects, capital deployment and risk profile in the Canadian heavy oil...
TSX:HWX
TSX:HWXOil and Gas

Assessing Headwater Exploration (TSX:HWX) Valuation After Strong 2025 Production Growth And Reserve Expansion

Headwater Exploration (TSX:HWX) has drawn fresh attention after reporting unaudited fourth quarter 2025 production of about 24,250 boe/d and 12% production per share growth on annual volumes of roughly 22,750 boe/d. See our latest analysis for Headwater Exploration. The strong operating update has arrived alongside firm share price momentum, with a 30 day share price return of 14.21% and a 90 day share price return of 49.64%. The 1 year total shareholder return of 56.28% sits alongside a 5...
TSX:TFPM
TSX:TFPMMetals and Mining

Why Triple Flag Precious Metals (TSX:TFPM) Is Up 5.2% After Ninth Straight Year of Record Volumes

Triple Flag Precious Metals Corp. recently reported record fourth-quarter 2025 revenue of US$118.9 million from sales of 28,757 gold equivalent ounces, contributing to full-year record revenue of US$388.7 million and 113,237 gold equivalent ounces sold. This marked the company’s ninth consecutive year of record gold equivalent ounce volumes, underpinned by strong asset performance, progress on projects such as Arcata, Koné and Hope Bay, and support from a strong precious metals price...
TSX:BDGI
TSX:BDGIConstruction

Assessing Badger Infrastructure Solutions (TSX:BDGI) Valuation After Recent Analyst Upgrades And Moderate Buy Rating

Analyst sentiment around Badger Infrastructure Solutions (TSX:BDGI) has turned more supportive, with several firms recently upgrading their ratings and outlook. Reports point to an average recommendation of “Moderate Buy.” See our latest analysis for Badger Infrastructure Solutions. The recent upgrades come as Badger Infrastructure Solutions' share price has shown firm momentum, with a 7-day share price return of 7.69%, a 30-day share price return of 10.85%, and a 1-year total shareholder...
TSX:TI
TSX:TIMetals and Mining

Assessing Titan Mining’s Valuation After New $150 Million Shelf Registration Filing

Shelf registration puts potential capital raise in focus Titan Mining (TSX:TI) has filed a $150 million omnibus shelf registration covering common shares, debt securities, warrants, and units. This filing gives the company flexibility to issue securities over time if market conditions and project needs align. See our latest analysis for Titan Mining. The shelf filing comes as Titan Mining’s share price has moved sharply, with a 4.09% 1 day and 64.71% 30 day share price return, while the 1...
TSX:ANRG
TSX:ANRGCommercial Services

Will Anaergia (TSX:ANRG) Elevating a Technologist to CTO Reframe Its Innovation-First Investment Story?

Anaergia Inc. has appointed long-time executive Sasha Rollings-Scattergood as Chief Technology Officer, effective January 1, 2026, to lead its global technology, product, and intellectual property functions across multiple regions. This move elevates an environmental engineer who has helped develop Anaergia’s flagship OREX and high-solids anaerobic digestion systems, potentially reinforcing the company’s technology-led growth ambitions. With this leadership change sharpening Anaergia’s...
TSX:GRT.UN
TSX:GRT.UNIndustrial REITs

A Look At Granite Real Estate Investment Trust (TSX:GRT.UN) Valuation After Active Portfolio Moves And Higher Occupancy

Granite Real Estate Investment Trust (TSX:GRT.UN) has been busy reshaping its industrial footprint by acquiring C$292 million of income producing U.S. and UK properties, selling select U.S. assets, and securing leases that bring occupancy to 98%. See our latest analysis for Granite Real Estate Investment Trust. These portfolio moves sit alongside regular distributions and a recent equity program, and the share price has been firming, with a 30 day share price return of 11.94% and a 1 year...
TSX:LAR
TSX:LARMetals and Mining

Does Lithium Argentina (TSX:LAR) Management Shuffle Reveal a New Long-Term Strategic Play?

Lithium Argentina Corp. recently announced governance and leadership changes, promoting Alec Meikle to President and moving John Kanellitsas from Executive Chairman to Chairman of the Board, where he will focus on long-term strategy and industry partnerships. These moves highlight a clearer separation between board oversight and day-to-day management, which can sharpen the company’s focus on execution and external stakeholder engagement. We will now examine how Meikle’s expanded remit over...