TSX:BBD.B
TSX:BBD.BAerospace & Defense

Why Bombardier (TSX:BBD.B) Is Up 11.6% After New Dorval Manufacturing Centre Investment And Loan

Earlier this week, Bombardier announced plans to build a new 126,000-square-foot manufacturing centre in Dorval, near its existing Challenger and Laurent Beaudoin facilities, backed by an approximately $100 million investment and a $35 million repayable loan from Quebec under the ESSOR program. The project, expected to open before the end of 2027 and create skilled jobs, underscores Bombardier’s role as a major contributor to Quebec’s aerospace employment and Canada’s economy, with PwC...
TSX:BTE
TSX:BTEOil and Gas

A Look At Baytex Energy’s Valuation After TD Cowen Downgrade And Share Repurchase Focus

TD Cowen’s downgrade of Baytex Energy (TSX:BTE) from Buy to Hold after recent share price gains has turned attention to the company’s share repurchase program and its link to crude prices above $65. See our latest analysis for Baytex Energy. Baytex’s 90 day share price return of 45.43% and 30 day gain of 6.22% have added to the story around its $4.61 share price. A 24.12% one year total shareholder return contrasts with a weaker three year record and a very large five year total shareholder...
TSX:PPTA
TSX:PPTAMetals and Mining

Perpetua Resources (TSX:PPTA) Is Up 8.7% After Hatch Takes EPCM Role And Invests US$4M In Stibnite

In December 2025, Perpetua Resources announced that engineering firm Hatch Ltd. will serve as Engineering, Procurement, and Construction Management contractor for its Stibnite Gold project, while also investing US$4,000,000 in the company. This dual role, combining project execution responsibilities with direct capital commitment, underscores external confidence in both the project’s development plan and Perpetua’s longer-term project delivery capabilities. Next, we’ll examine how Hatch’s...
TSX:HWX
TSX:HWXOil and Gas

Is Headwater Exploration’s (TSX:HWX) Polymer Flood Strategy Driving Durable Per‑Share Growth Or Just A Surge?

Headwater Exploration Inc. recently reported unaudited fourth-quarter 2025 production of about 24,250 boe/d and full-year 2025 average production of roughly 22,750 boe/d, alongside 12% year-over-year production per share growth. The update also highlighted increased reserves and strong well performance in the Grand Rapids Formation and Greater Pelican Area, underpinned by ongoing and planned polymer flood development. We’ll now look at how this production per share growth, supported by...
TSX:SIS
TSX:SISMachinery

Is Savaria (TSX:SIS) Using Investor Day To Redefine Its Long-Term Mobility Narrative?

Savaria Corporation has announced that it will host an Investor Day in the Greater Toronto Area on April 14, 2026, featuring management presentations, updates on its Savaria One initiative, and a tour of its Brampton manufacturing facility. This planned event highlights Savaria’s effort to give investors deeper insight into its long-term planning in the accessibility and medical equipment markets, at a time when interest in home and patient mobility solutions is increasing. Against this...
TSX:NA
TSX:NABanks

A Look At National Bank of Canada’s Valuation After Recent Share Price Softness

Why National Bank of Canada Is Back on Investors’ Radar National Bank of Canada (TSX:NA) has drawn investor interest after a mixed stretch, with a small 1 day decline, weaker recent month performance, yet a solid gain over the past 3 months. See our latest analysis for National Bank of Canada. At around CA$169.39, National Bank of Canada is coming off a softer recent patch, with a modest 7 day share price pullback and a small year to date decline. That sits against a much stronger backdrop,...
TSX:BCE
TSX:BCETelecom

Assessing BCE (TSX:BCE) Valuation After Fresh Network Leadership Awards

Why Bell’s network awards are drawing fresh attention to BCE (TSX:BCE) BCE (TSX:BCE) is back in focus after Bell received industry recognition from Ookla, nPerf, and Brandspark for having Canada's fastest fibre and 5G networks, as well as awards tied to streaming performance and customer trust. For investors, these third party benchmarks highlight the company’s ongoing spending on internet and wireless infrastructure, which now sits alongside a share price of CA$33.59 and a 1 year total...
TSX:VET
TSX:VETOil and Gas

Assessing Vermilion Energy (TSX:VET) Valuation As It Exits US Assets To Focus On Montney And Europe

Vermilion Energy (TSX:VET) is in focus after moving to exit its US operations and concentrate on Montney, Deep Basin, and European assets, a portfolio shift aimed at free cash flow, debt, and dividends. See our latest analysis for Vermilion Energy. The refocus on Montney, Deep Basin, and European assets comes as Vermilion’s share price has gained 19.86% over 90 days and 10.47% over 30 days. However, its 1 year total shareholder return shows a 13.36% decline and its 3 year total shareholder...
TSXV:THX
TSXV:THXMetals and Mining

Assessing Thor Explorations’ Valuation After Record Q4 Results And Bonus Dividend

Why Thor Explorations is on investors’ radar right now Thor Explorations (TSXV:THX) is attracting attention after reporting record quarterly revenue and cash generation from its Segilola gold mine, alongside a bonus fourth quarter dividend on top of its regular payout. See our latest analysis for Thor Explorations. The latest bonus dividend, confirmed 2026 production guidance and record Q4 output have arrived alongside a 90 day share price return of 9.52% and a very large 1 year total...
TSX:POW
TSX:POWInsurance

Assessing Power Corporation of Canada (TSX:POW) Valuation As Portage Ventures Expands Into Fintech Secondary Investments

Power Corporation of Canada (TSX:POW) is drawing fresh attention after Portage Ventures agreed to manage Point72 Ventures’ fintech portfolio, a US$280 million fund with stakes in 40 relatively mature fintech companies. See our latest analysis for Power Corporation of Canada. Despite a quiet share price over the past month, with the 30 day share price return around flat, the 90 day share price return of 19.01% and a three year total shareholder return of 139.00% suggest momentum has built over...
TSX:OLA
TSX:OLAMetals and Mining

A Look At Orla Mining (TSX:OLA) Valuation After Advancing The South Railroad Gold Project To Execution

Orla Mining (TSX:OLA) is back in focus after releasing an optimized feasibility study for its South Railroad Gold Project in Nevada and securing board approval to start detailed engineering, procurement, and project execution spending. See our latest analysis for Orla Mining. The South Railroad update comes after a strong run for Orla Mining, with the share price at CA$20.42 and recent momentum reflected in a 90 day share price return of 20.47% and a very large 1 year total shareholder return...
TSX:AQN
TSX:AQNIntegrated Utilities

A Look At Algonquin Power & Utilities (TSX:AQN) Valuation After Recent COO Appointment And Refocus On Utilities

Algonquin Power & Utilities (TSX:AQN) has drawn fresh attention after appointing Peter Norgeot as Chief Operating Officer. The move is tied to its ongoing effort to refocus on regulated utilities and tighten capital execution. See our latest analysis for Algonquin Power & Utilities. The appointment of a new COO comes as Algonquin’s CA$9.00 share price has recorded a 7.1% 1 month share price return and a 7.5% 3 month share price return. The 1 year total shareholder return of 47.8% follows a...
TSX:ENB
TSX:ENBOil and Gas

Enbridge (TSX:ENB) Valuation Check As Shares Trade Below Narrative Fair Value Estimate

Why Enbridge is on investors’ radar today With Enbridge (TSX:ENB) recently closing at CA$66.17, some investors are revisiting the stock and looking at how its current share price lines up with recent returns and the wider energy infrastructure story. See our latest analysis for Enbridge. Recent trading has been quietly positive, with a 1-day share price return of 1.7% and a 7-day share price return of 4.1%. Total shareholder return sits at 8.9% over 1 year and 108.3% over 5 years, pointing to...
TSX:CJ
TSX:CJOil and Gas

How Early Reford SAGD Outperformance And Steady Dividend At Cardinal Energy (TSX:CJ) Has Changed Its Investment Story

Cardinal Energy Ltd. confirmed that its January cash dividend of C$0.06 per common share will be paid on February 17, 2026 to shareholders of record as of January 30, 2026, while also reporting that its Reford SAGD project surpassed its 6,000 bbl/d nameplate capacity ahead of schedule. The combination of stronger-than-expected Reford SAGD production and a maintained monthly dividend highlights Cardinal’s focus on sustaining returns while operating on a net debt neutral basis in 2026. Next,...
TSX:IPCO
TSX:IPCOOil and Gas

International Petroleum (TSX:IPCO) Is Up 5.9% After Early Blackrod First Steam Milestone - Has The Bull Case Changed?

International Petroleum Corporation has reported that, following substantial progress during 2025, it began first steam injection at its 100%-owned Blackrod Phase 1 project in Canada on December 20, 2025, which targets plateau production of 30,000 bopd under an approved capacity of up to 80,000 bopd. The update also shows that about US$785 million of the planned US$850 million growth capital to first oil has already been spent, highlighting that roughly 92% of Phase 1’s budgeted investment...
TSX:WFG
TSX:WFGForestry

West Fraser Timber (TSX:WFG) Is Up 5.5% After US$409 Million Lumber Goodwill Impairment Has The Bull Case Changed?

In January 2026, West Fraser Timber Co. Ltd. disclosed that it had recorded an approximately US$409 million non-cash impairment of goodwill in its Lumber segment for the fourth quarter of 2025, reflecting persistently challenging economic conditions and a recalibration of assumptions in its annual goodwill impairment test. This sizeable goodwill write-down highlights management’s reassessment of the long-term earnings potential of the Lumber business and the pressures affecting its...
TSX:TD
TSX:TDBanks

Assessing Toronto-Dominion Bank (TSX:TD) Valuation After A Strong Year Of Shareholder Returns

Recent performance snapshot Toronto-Dominion Bank (TSX:TD) has drawn fresh attention as investors reassess recent returns and valuation signals. The share price has shown mixed short-term moves but much stronger performance over the past year. See our latest analysis for Toronto-Dominion Bank. While the 1 day and 7 day share price returns for Toronto Dominion Bank have been slightly negative, the 90 day share price return of 17.41% and 1 year total shareholder return of 63.45% point to...
TSX:DML
TSX:DMLOil and Gas

Is It Too Late To Consider Denison Mines (TSX:DML) After Its Strong Uranium Rally?

If you are wondering whether Denison Mines is priced attractively after its run in the uranium space, this article walks through what the current share price might imply about value. The stock last closed at C$5.14, with returns of 11.7% over 7 days, 50.3% over 30 days, 24.2% year to date and 89.0% over 1 year, plus a very large gain over 5 years. Recent coverage has centred on Denison Mines as a uranium focused name, with investors closely watching the sector and the company’s position...
TSX:CAR.UN
TSX:CAR.UNResidential REITs

Should CAPREIT’s CIO Exit and Ongoing Distributions Require Action From Canadian Apartment Properties REIT (TSX:CAR.UN) Investors?

Canadian Apartment Properties Real Estate Investment Trust announced its January 2026 monthly distribution of CA$0.12917 per unit, payable on February 17, 2026 to unitholders of record as of January 30, 2026. The REIT also disclosed that its inaugural Chief Investment Officer, Julian Schonfeldt, who has overseen more than CA$6.00 billion of transactions since 2022, will depart around April 30, 2026, raising questions about continuity in acquisitions and capital allocation. We’ll now examine...
TSX:AGI
TSX:AGIMetals and Mining

Alamos Gold (TSX:AGI) Valuation After Record Revenues And Production Miss Driven By Severe Winter Weather

Alamos Gold (TSX:AGI) has drawn attention after reporting record quarterly and annual revenues, alongside lower-than-planned Q4 and full-year 2025 gold production, with weather-related disruptions also coinciding with a sharp share price pullback. See our latest analysis for Alamos Gold. Those record revenue figures come after a strong run, with the share price at CA$54.14 today and a 1 year total shareholder return of 92.43% and 5 year total shareholder return of roughly 4.6x. However,...
TSX:VLN
TSX:VLNMachinery

Velan Q3 2026 Profitability Return Tests Bullish Narrative On Earnings Quality

Velan (TSX:VLN) has put up Q3 2026 numbers with total revenue of US$71.66 million and basic EPS of US$0.14, alongside net income from continuing operations of US$3.0 million. The company has seen quarterly revenue move from US$77.70 million in Q2 2025 through US$83.20 million in Q4 2025 and US$72.23 million in Q1 2026, with EPS ranging from a loss of US$2.22 in Q3 2025 to a profit of US$0.83 in Q1 2026 and US$0.14 this quarter, which keeps the focus squarely on how much of that profit is...
TSX:STN
TSX:STNConstruction

Scottish Water Design Win Might Change The Case For Investing In Stantec (TSX:STN)

Stantec recently was named preferred bidder to serve as a primary designer for Scottish Water Enterprise, a multibillion-pound program to upgrade Scotland’s water and wastewater networks through about 2039. The mandate deepens Stantec’s role in large UK utility infrastructure, potentially broadening its long-term design portfolio in regulated water services. We’ll now examine how this long-horizon Scottish Water Enterprise role could influence Stantec’s investment narrative and earnings...
TSX:RCH
TSX:RCHTrade Distributors

Richelieu Hardware (TSX:RCH) Margin Slippage Tests Bullish Growth Narratives After FY 2025 Results

Richelieu Hardware (TSX:RCH) has wrapped up FY 2025 with fourth quarter revenue of $510.9 million and basic EPS of $0.46, alongside net income of $25.6 million. The company has seen revenue move from $476.2 million and EPS of $0.44 in Q4 FY 2024 to $510.9 million and $0.46 in Q4 FY 2025, while trailing 12 month EPS sits at $1.55. With a trailing net margin of 4.4% versus 4.7% a year earlier, the latest results point to earnings holding up but leave investors watching how efficiently those...
TSX:ONEX
TSX:ONEXCapital Markets

Onex (TSX:ONEX) Valuation Check As New Continuation Fund And Ryan Investment Mark Portfolio Refocus

Onex (TSX:ONEX) is back in focus after creating a US$1.6b continuation fund to retain three portfolio companies for a longer period, alongside a new Neuberger Berman investment in Ryan that supports the tax services firm’s global expansion. See our latest analysis for Onex. At a share price of CA$118.78, Onex has logged a 6.73% 30 day share price return and a 4.20% year to date share price return, while its 1 year total shareholder return of 7.47% and very strong 3 and 5 year total...