TSX:SII
TSX:SIICapital Markets

Is Sprott's (TSX:SII) Copper Trust Shift Quietly Redefining Its Physical Commodities Strategy?

Sprott Asset Management recently reported that the U.S. Securities and Exchange Commission approved NYSE Arca’s Rule 19b-4 application to list and trade units of the Sprott Physical Copper Trust, setting up a potential dual listing alongside its existing TSX listing once remaining regulatory and unitholder conditions are met. A planned shift from semi-annual to monthly redemptions, along with removing caps on redeemable units, could materially change how investors access and exit physical...
TSX:III
TSX:IIIMetals and Mining

Assessing Imperial Metals (TSX:III) Valuation After Strong Mount Polley Drill Results

Imperial Metals (TSX:III) has attracted fresh attention after releasing the first assay results from its 2025 Phase 2 diamond drill program at Mount Polley, highlighting copper, gold, and silver intercepts beneath previously mined pit areas. See our latest analysis for Imperial Metals. The drill update arrives after a sharp pullback over the last day and week. However, the 30 day share price return of 18.8% and 90 day share price return of 73.4% sit alongside a very large 1 year total...
TSX:BCE
TSX:BCETelecom

Assessing BCE (TSX:BCE) Valuation After Recent Analyst Upgrades And Earnings Growth Expectations

Analyst upgrades put BCE in focus Recent analyst upgrades on BCE (TSX:BCE), including a shift to Equalweight at Barclays tied to expectations for future revenue and adjusted EBITDA trends, have put the telecom giant back on many investors’ watchlists. See our latest analysis for BCE. At a share price of CA$35.2, BCE has logged a 9.79% 90 day share price return and a 9.04% 1 year total shareholder return. However, the 3 year total shareholder return decline of 28.41% suggests longer term...
TSX:PAAS
TSX:PAASMetals and Mining

Assessing Pan American Silver’s Valuation After Strong 2025 Output And Upcoming Earnings Projection

Pan American Silver (TSX:PAAS) is back in focus after issuing 2026 production guidance and reporting unaudited 2025 output. This gives investors fresh numbers to weigh ahead of the upcoming February 18 earnings release. See our latest analysis for Pan American Silver. The latest guidance and production update come against a volatile backdrop, with the 1 day share price return of a 13% decline and a 7 day share price return of a 16% decline, in contrast with a 90 day share price return of 50%...
TSX:ELD
TSX:ELDMetals and Mining

Eldorado Gold (TSX:ELD) Is Down 7.7% After New Lamaque Finds And Dividend Launch Has The Bull Case Changed?

In January 2026, Eldorado Gold announced the discovery of four new high-grade zones at its Lamaque Complex, the launch of expansion studies, the initiation of a regular quarterly dividend of US$0.075 per share, and completion of a share buyback totaling 4,138,994 shares for US$116.85 million. Together with the appointment of experienced mining geologist and finance professional Dr. Sally Eyre to the board, these moves highlight a focus on organic resource growth, disciplined capital...
TSX:HPS.A
TSX:HPS.AElectrical

Are New AI Signals on Hammond Power (TSX:HPS.A) Hinting at a Deeper Grid Investment Story?

In recent trading, Hammond Power Solutions has attracted fresh attention as updated AI-generated technical signals highlighted potential buy and short levels for its Class A shares, coinciding with sideways price action after a strong multi-year run. This combination of technical focus and the company’s exposure to long-term electrification and grid investment trends has reinforced interest in Hammond Power Solutions’ role within electrical infrastructure. Next, we’ll examine how Hammond...
TSX:NXE
TSX:NXEOil and Gas

Is It Too Late To Consider NexGen Energy (TSX:NXE) After Recent Uranium Project Progress?

If you are wondering whether NexGen Energy’s share price still offers value or has already run ahead of itself, you are not alone. The stock last closed at CA$17.10, with returns of 35.4% over the past 30 days, 21.4% year to date, and 80.2% over the last year, although the most recent 7 days showed a 0.9% decline. Recent moves in NexGen Energy have been framed by ongoing interest in uranium focused companies and attention on NexGen’s flagship Rook I project, which has kept the stock on many...
TSX:CCO
TSX:CCOOil and Gas

How Investors May Respond To Cameco (TSX:CCO) Leveraging Uranium Momentum And Westinghouse Nuclear Projects

Cameco has recently drawn attention as investors weighed its past earnings setup, uranium sector momentum, and strong analyst sentiment reflected in a top Zacks ranking. Adding to the interest, Cameco’s stake in Westinghouse and its role in large-scale nuclear build-out plans highlight its exposure to long-term nuclear fuel demand shifts. Next, we will examine how this combination of uranium market strength and Westinghouse-related nuclear projects shapes Cameco’s investment...
TSX:ABX
TSX:ABXMetals and Mining

Assessing Barrick Mining (TSX:ABX) Valuation As Earnings Approach And New CFO Helen Cai Steps In

Barrick Mining (TSX:ABX) is drawing attention ahead of its upcoming earnings, as investors weigh expectations for revenue and profit gains alongside the appointment of Helen Cai as incoming Chief Financial Officer. See our latest analysis for Barrick Mining. The upcoming CFO transition and earnings announcement come after a sharp 35.2% 90 day share price return and a very large 1 year total shareholder return of 167.5%. However, the 1 day share price return decline of 11.3% shows that...
TSX:SKE
TSX:SKEMetals and Mining

A Look At Skeena Resources (TSX:SKE) Valuation As Eskay Creek Secures Key Regulatory Approvals

Skeena Resources (TSX:SKE) is in focus after securing several key permits for its 100%-owned Eskay Creek gold silver project in British Columbia, including provincial, federal and Mines Act approvals. See our latest analysis for Skeena Resources. The recent permits arrive after a sharp 90 day share price return of 71.22% and a very large 1 year total shareholder return of 172.44%. However, the 1 day and 7 day share price returns of 12.38% and 9.65% declines suggest some of that momentum is...
TSX:CVE
TSX:CVEOil and Gas

Cenovus Considers Alberta Asset Sale To Refocus Portfolio After MEG Deal

Cenovus Energy (TSX:CVE) is examining a sale of a multi billion dollar portfolio of conventional oil and gas assets in Alberta. The potential divestment follows its acquisition of MEG Energy as the company looks to reduce debt. The assets under review are centered on conventional production, separate from Cenovus's oil sands core. Cenovus Energy, a major Canadian producer focused on oil sands and related upstream and downstream operations, now has a larger footprint after the MEG Energy...
TSX:KMP.UN
TSX:KMP.UNResidential REITs

Killam Apartment REIT (TSX:KMP.UN) Valuation After Forrest Green Acquisition And Discount To Cash Flow Estimate

What the Forrest Green acquisition adds to Killam Apartment REIT Killam Apartment REIT (TSX:KMP.UN) has added Forrest Green Apartments in Halifax, a 109-suite building purchased for $29.6 million at a 5.0% going-in cap rate, to its portfolio. The property, built in 1973, consists entirely of larger two- and three-bedroom suites with average monthly rent of $1,860, and management highlights both rent mark-to-market potential and operating cost efficiencies over time. See our latest analysis...
TSX:HBM
TSX:HBMMetals and Mining

A Look At Hudbay Minerals (TSX:HBM) Valuation After Fresh Analyst Buy Ratings And Earnings Anticipation

Why Hudbay Minerals (TSX:HBM) is attracting fresh attention Hudbay Minerals (TSX:HBM) has moved into focus after a series of analyst actions, including fresh coverage and rating changes, along with rising interest ahead of its upcoming February 20, 2026 earnings report. See our latest analysis for Hudbay Minerals. Recent attention around Hudbay Minerals has come alongside busy deal activity, including the amended exploration option with JOGMEC and Marubeni in Manitoba and the sale of a 30%...
TSX:CNR
TSX:CNRTransportation

Canadian National Railway Margin Decline Tests Bullish Narratives On Earnings Quality

Canadian National Railway (TSX:CNR) has laid out a steady run of results for FY 2025 so far, with Q3 revenue of $4.2b, basic EPS of $1.83 and net income of $1.1b, alongside trailing 12 month revenue of $17.2b and EPS of $7.37. The company has seen quarterly revenue range from $4.0b to $4.4b and basic EPS sit between $1.72 and $1.87 over the last six reported quarters, giving investors a clear view of how top line and EPS have tracked ahead of the latest release. With trailing net profit...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Bombardier Faces U.S. Jet Threat As Valuation And Risks Draw Focus

President Trump posted on social media about potential decertification of Bombardier business jets in the U.S. The post also mentioned a possible 50% tariff on Canadian made aircraft entering the U.S. market. Bombardier, ticker TSX:BBD.B, publicly acknowledged the comments and said it is in contact with the Canadian government. Bombardier focuses on designing, manufacturing, and servicing business jets, with the U.S. representing a key market for corporate and high net worth aviation. Any...
TSX:GIB.A
TSX:GIB.AIT

Assessing CGI (TSX:GIB.A) Valuation After Its New Global AI Alliance With OpenAI

CGI (TSX:GIB.A) has drawn fresh attention after announcing a global alliance with OpenAI, aiming to expand its AI consulting work and support clients that want to deploy enterprise scale artificial intelligence. See our latest analysis for CGI. That OpenAI alliance lands alongside a busy period for CGI, which recently reported first quarter results, affirmed a quarterly dividend of CA$0.17 per share, and renewed its normal course issuer bid and acquisition focus. Even so, the share price, now...