Canadian Consumer Services Stock News

TSX:NPI
TSX:NPIRenewable Energy

Insider Buying At Northland Power (TSX:NPI) Sparks Fresh Look At Valuation

Insider buying puts Northland Power in focus A recent insider share purchase at Northland Power (TSX:NPI) has pushed the renewable power producer onto many investors’ watchlists, as insider activity often sparks fresh interest in a company’s valuation and outlook. See our latest analysis for Northland Power. At around CA$19.61, Northland Power’s recent 90 day share price return of 6.11% sits alongside a 1 year total shareholder return of 20.60%, although the 5 year total shareholder return...
TSX:HR.UN
TSX:HR.UNREITs

Assessing H&R REIT (TSX:HR.UN) Valuation As Recent Returns Contrast With Softer Short-Term Momentum

What H&R Real Estate Investment Trust’s Recent Returns Tell You H&R Real Estate Investment Trust (TSX:HR.UN) has quietly posted a 10.5% total return over the past year and a 36.4% total return over five years, even as recent month performance has been softer. See our latest analysis for H&R Real Estate Investment Trust. The recent 7 day share price return of 3.6% decline and 30 day share price return of 4.4% decline contrast with a 90 day share price return of 5.7% and a 1 year total...
TSX:PMZ.UN
TSX:PMZ.UNRetail REITs

Stronger Earnings And Steady Payout Might Change The Case For Investing In Primaris REIT (TSX:PMZ.UN)

Primaris Real Estate Investment Trust recently reported full-year 2025 results, with sales rising to C$648.47 million and net income reaching C$183.19 million, both up from the prior year. The sharp increase in diluted earnings per unit, alongside the Board’s affirmation of a monthly C$0.07333 distribution, highlights improving profitability and income stability for unitholders. We’ll now explore how this earnings strength and maintained distribution policy shape Primaris Real Estate...
TSX:FRU
TSX:FRUOil and Gas

Does Freehold Royalties’ (TSX:FRU) New C$0.09 Dividend Clarify Its Long‑Term Income Strategy?

Freehold Royalties Ltd. recently declared a dividend of C$0.09 per common share, payable on March 16, 2026 to shareholders of record on February 27, 2026, with the payout designated as an eligible dividend for Canadian income tax purposes. This dividend highlights Freehold Royalties’ income-oriented royalty model across its Canadian and U.S. energy acreage, underlining its focus on distributing cash generated from oil and natural gas production interests. We’ll now examine how this C$0.09...
TSX:BPF.UN
TSX:BPF.UNHospitality

Boston Pizza Royalties Income Fund’s One Off Driven Margin Strength Challenges Income Stability Narratives

How Boston Pizza Royalties Income Fund’s Latest Numbers Stack Up Boston Pizza Royalties Income Fund (TSX:BPF.UN) has posted third quarter FY 2025 royalty results with total revenue of $13.2 million and basic EPS of $0.49, alongside trailing twelve month EPS of $1.77 on $51.3 million of revenue and a net income margin of 73.3%, following reported earnings growth of 23.3% year over year. The fund has seen revenue across recent quarters range from $12.3 million to $13.4 million, while quarterly...
TSX:ALYA
TSX:ALYAIT

Alithya Group Q3 2026 C$30.9m Loss Tests Bullish Profitability Narrative

Alithya Group (TSX:ALYA) has just posted its Q3 2026 numbers, with recent quarterly revenue sitting around C$124.3 million in Q2 2026 and basic EPS at a loss of C$0.32. Earlier quarters over the past year have ranged from C$111.5 million to C$125.3 million in revenue and basic EPS from a C$0.08 profit to a C$0.04 loss. Over the trailing twelve months to Q2 2026, revenue has hovered around C$468.7 million to C$489.5 million and basic EPS has swung between a small profit of C$0.01 and a loss of...
TSX:AG
TSX:AGMetals and Mining

Record Output and Los Gatos Deal Might Change The Case For Investing In First Majestic Silver (TSX:AG)

In recent months, First Majestic Silver reported record Q4 2025 silver production of 4.2 million ounces, expanded its portfolio with a 70% joint-venture interest in the high-grade Los Gatos mine, and raised its dividend framework while agreeing to sell the Del Toro asset to support balance-sheet flexibility. These operational changes, combined with elevated short interest and unusually active options trading, have drawn wider investor attention to how First Majestic Silver is positioned...
TSX:CCO
TSX:CCOOil and Gas

Cameco (TSX:CCO) Margin Jump To 16.9% Tests Flat Revenue Bear Narratives

Cameco (TSX:CCO) closed out FY 2025 with Q4 revenue of C$1.2 billion and basic EPS of C$0.45. Trailing 12-month EPS was C$1.35 on revenue of C$3.5 billion and net income of C$589.6 million, with a share price of C$153.94 heading into the release. The company’s revenue moved from C$3.1 billion and EPS of C$0.40 on a trailing basis a year earlier to C$3.5 billion and EPS of C$1.35. Quarterly EPS over FY 2025 ranged from a small loss in Q3 to a high of C$0.74 in Q2. With net profit margin...
TSX:SRU.UN
TSX:SRU.UNRetail REITs

A Look At SmartCentres Real Estate Investment Trust (TSX:SRU.UN) Valuation After Strong Full Year 2025 Results

SmartCentres Real Estate Investment Trust (TSX:SRU.UN) has drawn fresh investor attention after reporting full year 2025 results, including net income of CA$310.76 million and an in place and committed occupancy rate of 98.6%. See our latest analysis for SmartCentres Real Estate Investment Trust. The latest earnings update and occupancy metrics sit alongside a CA$27.28 share price and a 16.25% 1 year total shareholder return. Shorter term share price gains suggest momentum has been gradually...
TSX:GWO
TSX:GWOInsurance

The Bull Case For Great-West Lifeco (TSX:GWO) Could Change Following Record Earnings And A 10% Dividend Hike

In February 2026, Great-West Lifeco reported full-year 2025 net income of C$4,120 million, record base earnings growth, a 10% increase in its quarterly common dividend to C$0.67 per share, and continued sizeable share repurchases alongside approved preferred share dividends, marking a year of active capital returns to shareholders. Beyond the headline earnings and dividend hike, the company highlighted strong contributions from its U.S. Empower and Canadian businesses and the use of AI to...
TSX:TXG
TSX:TXGMetals and Mining

How Torex Gold’s CEO Succession from Kuzenko to Snowden Will Impact Torex Gold Resources (TSX:TXG) Investors

Torex Gold Resources Inc. announced on February 4, 2026, that President and CEO Jody Kuzenko will retire immediately after the June 17, 2026 shareholder meeting, with current CFO Andrew Snowden set to assume the role of President and CEO as part of a planned succession. This transition places a long-serving internal leader with extensive mining finance and operational experience at the helm, which may influence how investors assess Torex’s execution on growth projects and capital...
TSX:PPTA
TSX:PPTAMetals and Mining

Pursuit Of US$2 Billion EXIM Financing Might Change The Case For Investing In Perpetua Resources (TSX:PPTA)

Perpetua Resources has moved further into the construction phase of its Stibnite project after securing key federal permits and attracting backing from Agnico Eagle Mines, JP Morgan, and major shareholder John Paulson, while pursuing more than US$2.00 billion in potential Export-Import Bank financing. This combination of regulatory progress, high-profile institutional support, and prospective government-backed funding marks a turning point in Perpetua’s evolution from early-stage developer...
TSX:LAR
TSX:LARMetals and Mining

Wave Of Analyst Upgrades Could Be A Game Changer For Lithium Argentina (TSX:LAR)

In recent days, TD Cowen’s David Deckelbaum and TD Securities raised their views on Lithium Argentina, reinforcing its role in supplying lithium carbonate for battery applications within the Canadian materials sector. This cluster of analyst upgrades has coincided with growing attention to Lithium Argentina’s footprint in the TSX Smallcap Index as investors reassess lithium-related exposure. We’ll now examine how this wave of analyst upgrades around Lithium Argentina’s lithium carbonate...
TSX:T
TSX:TTelecom

TELUS (TSX:T) CEO Shift to Victor Dodig Is Testing Its Digital-First Transformation Story

Earlier this week, TELUS confirmed that longtime President and CEO Darren Entwistle will retire on June 30, 2026, with board member and former CIBC chief Victor Dodig set to assume both roles on July 1, 2026, following a lengthy succession process. The handover from one of the global telecom sector’s longest-serving CEOs to an incoming leader with major-bank transformation experience raises important questions about how TELUS’s strategy in areas like 5G, digital health and AI infrastructure...
TSX:KEY
TSX:KEYOil and Gas

Keyera Acquisition And Leadership Shift Reframe Valuation And Midstream Role

Keyera (TSX:KEY) has agreed to acquire Plains' Canadian NGL business, with closing targeted by the end of Q1 2026. The acquisition is expected to expand Keyera's scale, integrated value chain, and presence across Canadian energy infrastructure. In parallel, Keyera is reorganizing its leadership structure to strengthen accountability and coordination across business units. Keyera is a midstream energy infrastructure company focused on natural gas liquids and related services across Canada...
TSX:SII
TSX:SIICapital Markets

Is It Too Late To Consider Sprott (TSX:SII) After A 182% One-Year Rally?

If you are wondering whether Sprott is priced for perfection or still offers value, the starting point is to understand how its current share price lines up with what the fundamentals might support. The stock last closed at C$168.07, with stated returns of 3.6% over 7 days, 7.4% over 30 days, 21.0% year to date, 182.2% over 1 year, 254.6% over 3 years and 364.5% over 5 years, which will naturally raise questions about how much optimism is already reflected in the price. Recent coverage of...
TSX:CLS
TSX:CLSElectronic

A Look At Celestica (TSX:CLS) Valuation As AI Data Center Demand And Capacity Expansion Gather Pace

Celestica (TSX:CLS) is back in focus after hyperscalers stepped up data center upgrades for AI workloads, driving heavier demand for its high-speed networking gear and prompting a sizeable capacity expansion backed by record bookings. See our latest analysis for Celestica. Despite the latest CA$381.72 share price and a 1 day share price return of 2.17%, Celestica has given back some recent gains with a 30 day share price return decline of 11.28%. However, the 1 year total shareholder return...
TSX:WSP
TSX:WSPConstruction

Why WSP Global (TSX:WSP) Is Down 16.8% After Sector-Wide Industrials Weakness On The TSX

In recent trading, WSP Global Inc.’s shares moved sharply lower to a new 52-week trough as Industrials stocks broadly weakened on the Toronto Stock Exchange. This sector-wide pressure highlights how broader market sentiment can weigh on even well-established engineering and consulting firms like WSP Global, regardless of company-specific developments. With WSP Global’s recent sector-driven slump to a 52-week low, we’ll now examine how this setback affects its existing investment...
TSX:AC
TSX:ACAirlines

Air Canada (TSX:AC) Q4 Profit Of C$296m Tests Bearish Earnings Decline Narrative

Air Canada (TSX:AC) has wrapped up FY 2025 with fourth quarter revenue of C$5.8b and basic EPS of C$1, alongside net income of C$296m, putting a clear spotlight on how the airline is converting its top line into bottom line results. The company has seen quarterly revenue move from C$5.4b in Q4 2024 to C$5.8b in Q4 2025, while EPS shifted from a loss of C$1.81 per share to a profit of C$1. This sets up a clean read on how margins are trending as investors weigh the latest numbers against Air...
TSX:ARX
TSX:ARXOil and Gas

Is ARC Resources (TSX:ARX) Using Its Debt Refinancing To Quietly Redefine Its Risk‑Reward Playbook?

In February 2026, ARC Resources Ltd. announced a C$950 million senior unsecured notes offering, split between C$400 million 3.349% Series 5 notes due 2029 and C$550 million 4.104% Series 6 notes due 2033, provisionally rated BBB with a Stable trend by Morningstar DBRS. The company plans to use the proceeds to redeem existing Series 1 notes and repay its C$500 million term loan, effectively reshaping its debt mix without increasing total borrowings and reinforcing its investment‑grade credit...
TSX:IMG
TSX:IMGMetals and Mining

IAMGOLD (TSX:IMG) Draws Takeover Speculation Ahead of Côté and Boto Guidance Shift

In the past week, IAMGOLD Corporation drew heightened investor attention ahead of its fourth-quarter and full-year results, scheduled for release on 17 February 2026, with the market focused on production and margin guidance across the Côté, Boto, and Essakane assets. Survey-based speculation that IAMGOLD could become a takeover candidate, alongside expectations for progress at Côté and Boto, has added an extra layer of interest to the upcoming earnings update and its implications for the...
TSX:VMET
TSX:VMETMetals and Mining

Versamet Royalties Equity Raise Reshapes Balance Sheet And Shareholder Base

Versamet Royalties (TSX:VMET) completed a bought deal public offering, adding new equity capital to its balance sheet. The company also closed a concurrent private placement, further increasing available funds for debt repayment, acquisitions, and general corporate purposes. Nemesia S.à r.l. sold a large block of shares and ceased to be an insider, changing the profile of major shareholders. Versamet Royalties focuses on royalty and streaming interests, a model that gives investors exposure...
TSX:ATD
TSX:ATDConsumer Retailing

Alimentation Couche-Tard (TSX:ATD) Leans Into Organic Growth: Is “Core + More” a New Playbook?

Alimentation Couche-Tard recently outlined its past 2026 Business Strategy Update, unveiling a “Core + More” plan that prioritizes its core convenience and fuel operations, targets adjusted EBITDA growth through 2030, and aims for free cash flow above US$2.50 billion in fiscal 2026 while accelerating organic expansion, including 750 additional Circle K stores. A key insight is the company’s pivot toward organic growth and operational execution, leveraging scale, data, and higher-margin...
TSX:ENB
TSX:ENBOil and Gas

Enbridge (TSX:ENB) Margin Compression To 8.7% Tests Stable Cash Flow Narrative

Enbridge (TSX:ENB) has released its FY 2025 numbers with the latest quarter showing revenue of C$14.6b and basic EPS of C$0.30, while the trailing 12 month figures sit at C$64.2b of revenue and EPS of C$2.56. Over recent periods, the company has seen quarterly revenue move between C$11.3b and C$18.5b with basic EPS ranging from C$0.23 to C$1.04. This gives investors a wide set of reference points as they assess the current C$73.30 share price. With profitability framed by these EPS movements...