NEOE:DEFI
NEOE:DEFICapital Markets

DeFi Technologies (NEOE:DEFI): Assessing Valuation After a Sharp Three-Month Share Price Slide

DeFi Technologies (NEOE:DEFI) has quietly slipped again, with the stock down about 13% over the past month and more than 58% in the past 3 months, despite solid double digit revenue and earnings growth. See our latest analysis for DeFi Technologies. That slide comes after a sharp run up in recent years, with the latest 1 year total shareholder return of around negative 67% suggesting momentum has clearly flipped from speculative enthusiasm to renewed concern around risk and sustainability,...
TSX:T
TSX:TTelecom

Is TELUS Stock a Bargain After Its Recent 13.5% Slide and DCF Upside Potential?

Wondering if TELUS at around $17.63 is a bargain or a value trap? You are not alone, as this stock is firmly on many investors’ watchlists right now. Despite being a defensive telecom name, TELUS has slipped about 4.9% over the last week and 13.5% over the last month, leaving it down 10.2% year to date and 7.2% over the past year. These moves often catch value hunters’ attention. Much of this weakness has come as investors reassess interest rate expectations and capital-intensive sectors...
TSX:OGI
TSX:OGIPharmaceuticals

Organigram (TSX:OGI) Valuation Check as Investors Look Ahead to Upcoming Earnings and Guidance

Why Organigram Global's Upcoming Earnings Matter Now Organigram Global (TSX:OGI) is back in the spotlight as investors gear up for its December 16 quarterly earnings, with attention squarely on what the company says about demand and margins heading into 2026. See our latest analysis for Organigram Global. The latest 1 day share price return of 16.8 percent, part of a 25.1 percent 30 day share price gain and 21.1 percent 1 year total shareholder return, suggests momentum is rebuilding ahead of...
TSX:AII
TSX:AIIMetals and Mining

Assessing Almonty Industries (TSX:AII) Valuation After Equity Raise and Withdrawal of $500m Shelf Registration

Almonty Industries (TSX:AII) just pulled a $500 million universal shelf registration after raising $112.5 million in a follow on equity deal, a move that clearly reshapes its near term funding playbook. See our latest analysis for Almonty Industries. That pivot comes after a powerful run, with the share price at $9.32 delivering a year to date share price return of over 500 percent and a roughly six fold one year total shareholder return. This comes even though the 7 day share price pullback...
TSX:MFI
TSX:MFIFood

How Maple Leaf Foods' Special Dividend and Olympic Tie-Up At Maple Leaf Foods (TSX:MFI) Has Changed Its Investment Story

Maple Leaf Foods Inc. recently announced a special cash dividend of C$0.6000 per share, with the ex-dividend and record dates set for December 15, 2025, and payment on December 19, 2025, alongside confirmation of its regular C$0.60 dividend timing. A separate announcement revealed Maple Leaf Foods as the Official Protein Partner of Team Canada through the 2026 and 2028 Olympic Games, supporting a new “Victory. But First, Protein” campaign that aims to raise brand visibility and reinforce its...
TSX:OGD
TSX:OGDMetals and Mining

3 TSX Penny Stocks With Market Caps Under CA$100M To Consider

The Canadian equity market has recently reached new record highs, buoyed by positive signals from the Bank of Canada and the Federal Reserve regarding interest rates. In this context, penny stocks—typically smaller or newer companies—remain an intriguing investment area despite being a somewhat outdated term. Focusing on those with robust financials and potential for growth can uncover hidden value, and we've identified three such penny stocks that may offer both stability and upside...
TSX:HBM
TSX:HBMMetals and Mining

Hudbay Minerals (TSX:HBM) Valuation After Mitsubishi’s Copper World Deal and Grasberg-Driven Copper Price Strength

Hudbay Minerals (TSX:HBM) has been in focus after Mitsubishi committed US$600 million for a 30% stake in the Copper World project, just as higher copper prices follow disruptions at Freeport’s Grasberg mine. See our latest analysis for Hudbay Minerals. That Mitsubishi deal and the tailwind from tighter copper supply are landing on an already strong base. Hudbay’s share price has delivered a 109.71% year to date return and a 281.15% three year total shareholder return, suggesting momentum is...
TSX:GEI
TSX:GEIOil and Gas

How Long-Term Take-or-Pay Deals And U.S. Expansion At Gibson Energy (TSX:GEI) Has Changed Its Investment Story

In December 2025, Gibson Energy Inc. renewed a 20-year take-or-pay refined products services agreement and added a 10-year extension to a terminal storage take-or-pay contract covering 800,000 barrels at its Edmonton Terminal, while also approving a new infrastructure project in Texas to support U.S. growth. These long-dated, take-or-pay commitments with senior integrated oil sands customers highlight the Edmonton Terminal’s role as critical midstream infrastructure and reinforce Gibson’s...
TSX:PAAS
TSX:PAASMetals and Mining

Assessing Pan American Silver (TSX:PAAS) Valuation After Exploration Update and New Resource Discoveries

Pan American Silver (TSX:PAAS) just dropped a dense exploration update, and it is exactly the kind of thing resource investors should care about: fresh drill results that can quietly reshape future production. See our latest analysis for Pan American Silver. That backdrop helps explain why, even after a soft 1 day share price return of 1.37 percent, Pan American’s 30 day share price return of 26.61 percent and year to date share price return of 122.11 percent point to powerful, building...
TSX:GLO
TSX:GLOMetals and Mining

Assessing Global Atomic (TSX:GLO) Valuation After New CAD 350 Million Shelf Registration Filing

Global Atomic (TSX:GLO) just set up a CAD 350 million omnibus shelf registration, giving it wide latitude to issue common shares, warrants, units, or debt when it sees the right opportunity. See our latest analysis for Global Atomic. The move comes after a volatile stretch for Global Atomic, where a 26.0% 1 month share price return and a sharp 23.5% jump in the last session contrast with a much weaker 1 year total shareholder return. This suggests momentum is only just starting to rebuild. If...
TSX:DSV
TSX:DSVMetals and Mining

Discovery Silver (TSX:DSV) Valuation Check as Investors Eye Upcoming Very Independent Research Conference Presentation

Discovery Silver (TSX:DSV) is back on radar as management steps into the spotlight at the Very Independent Research Virtual Conference on December 10. Investors will be listening closely for fresh clues on strategy and project momentum. See our latest analysis for Discovery Silver. The scheduled conference appearance lands after a remarkable run, with Discovery Silver posting a roughly 956.96% year to date share price return and a 998.68% total shareholder return over 12 months, signalling...
TSX:BNS
TSX:BNSBanks

Is ScotiaBank’s Strong 2025 Rally Still Justified After Strategic Refocus and Valuation Checks?

If you are wondering whether Bank of Nova Scotia is still a smart buy after such a strong run, or if the upside has mostly played out, you are not alone. We are going to unpack exactly what the current price might be implying. The stock has climbed 0.9% over the last week and 5.8% over the past month, and is now up 29.7% year to date. Longer term gains of 34.3% over 1 year, 84.6% over 3 years, and 95.7% over 5 years are reshaping how investors see its risk and reward profile. Recent...
TSX:SU
TSX:SUOil and Gas

Suncor Energy (TSX:SU): Valuation Check After 2026 Growth Guidance and Higher Share Buybacks

Suncor Energy (TSX:SU) just laid out its 2026 playbook, calling for higher oil and gas production, stronger refinery utilization, and a 10% bump in buybacks, all while pledging excess free cash to shareholders. See our latest analysis for Suncor Energy. That confidence is already reflected in the tape, with Suncor’s share price delivering a 17.51% year to date gain and its five year total shareholder return of 241.45% signaling strong, sustained momentum rather than a short term pop. If this...
TSX:SLF
TSX:SLFInsurance

How Sun Life’s CA$1 Billion Tier 2 Debt Issue At Sun Life Financial (TSX:SLF) Has Changed Its Investment Story

Earlier this month, Sun Life Financial Inc. issued in Canada CA$1 billion of Series 2025-2 subordinated unsecured 4.56% fixed/floating debentures due 2040, with proceeds earmarked for general corporate purposes including potential affiliate acquisitions, subsidiary investments, debt repayment and other longer-term investments. The debentures are expected to qualify as Tier 2 capital, giving Sun Life additional flexibility to support growth in SLC Management affiliates BentallGreenOak and...
CNSX:GTII
CNSX:GTIIPharmaceuticals

Green Thumb Industries (CNSX:GTII): Revisiting Valuation After Adult-Use Expansion and Stronger Growth Momentum

Insider sale against a backdrop of improving growth metrics Green Thumb Industries (CNSX:GTII) just saw director Dawn Wilson Barnes sell 3,500 shares, a move landing as the company leans into adult use cannabis expansion and improving growth trends that have been nudging the stock higher. See our latest analysis for Green Thumb Industries. The timing of the sale comes as Green Thumb’s shares have surged recently, with a 30 day share price return of 65.88 percent and a 1 year total shareholder...
TSX:EQX
TSX:EQXMetals and Mining

Self-Funded Growth Outlook Might Change The Case For Investing In Equinox Gold (TSX:EQX)

In recent analysis, Equinox Gold was highlighted as a growth stock, with expectations for earnings per share to expand much faster than its industry and cash flow to increase enough to fund expansion without relying heavily on costly external financing. This focus on earnings quality and self-funded growth underscores a business model that may be less exposed to interest-rate pressures than more leveraged peers. Next, we’ll examine how Equinox Gold’s strong projected earnings and cash flow...
TSX:T
TSX:TTelecom

TELUS (TSX:T) Is Down 5.7% After Pausing Dividend Growth And Issuing Hybrid Debt For Deleveraging – Has The Bull Case Changed?

In early December 2025, TELUS moved to reshape its balance sheet and capital allocation by issuing junior subordinated notes in both US$1.50 billion and C$800.00 million tranches, alongside tender offers for several long-dated bonds, while also pausing dividend growth and planning to phase out its discounted Dividend Reinvestment Plan. This shift toward debt refinancing, deleveraging, and fully cash-covered dividends marks a clear reset of TELUS’s long-running income-focused approach in...
TSX:PPL
TSX:PPLOil and Gas

Pembina Pipeline (TSX:PPL): Reassessing Valuation After Earnings Miss and Recent Share Price Slip

Pembina Pipeline (TSX:PPL) slipped after quarterly earnings came in below expectations, prompting investors to recheck how its pipelines, facilities, and marketing operations compare with shifting energy demand and evolving regulations. See our latest analysis for Pembina Pipeline. At around CA$54.06, Pembina’s muted recent share price returns sit in contrast to a robust five year total shareholder return of about 123 percent, suggesting long term investors are still being rewarded even as...
TSX:CLS
TSX:CLSElectronic

Assessing Celestica’s (TSX:CLS) Valuation After Its Strong Run and Recent Pullback

Celestica (TSX:CLS) has been on many radar screens after its powerful run this year, but the last month’s pullback has some investors wondering whether the market is finally catching its breath. See our latest analysis for Celestica. Despite the sharp 1 day share price pullback and a softer 7 day share price return, Celestica’s 90 day share price gain and multi year total shareholder returns suggest momentum is pausing rather than breaking. If Celestica’s run has you rethinking your tech...
TSX:AP.UN
TSX:AP.UNOffice REITs

Allied Properties REIT (TSX:AP.UN): Reassessing Valuation After the December 2025 Distribution Cut

Allied Properties Real Estate Investment Trust (TSX:AP.UN) just trimmed its monthly distribution, declaring CA$0.06 per unit for December 2025, payable January 15, 2026. This move puts its cash flow strategy under the microscope. See our latest analysis for Allied Properties Real Estate Investment Trust. The distribution cut comes after a tough stretch, with a roughly 35 percent 3 month share price return and 23 percent year to date share price return both negative, while the 5 year total...
TSX:PPTA
TSX:PPTAMetals and Mining

Is Perpetua Resources (TSX:PPTA) Antimony Pilot Plant the Key to Its Long-Term Defense Strategy?

Earlier in December 2025, Perpetua Resources announced a partnership with Idaho National Laboratory and the U.S. Army to develop a modular pilot plant that can produce military-grade antimony trisulfide from ores at its Stibnite Gold Project in Idaho. The initiative positions Stibnite as a potential cornerstone of a domestic antimony supply chain for defense applications, aligning mineral development with U.S. national security objectives and regional job creation. We’ll now examine how this...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Bombardier (TSX:BBD.B): Valuation Check After $400 Million Canadian Government Jet Order and Growth Boost

Bombardier (TSX:BBD.B) just landed a headline government contract, with Canada ordering six Global 6500 jets worth about $400 million USD. For investors, this is really about visibility, defense exposure, and long term backlog. See our latest analysis for Bombardier. That backdrop helps explain why, even after a small wobble this week, Bombardier’s 90 day share price return of about 32 percent and five year total shareholder return near 1,773 percent signal momentum that is still very much...
TSX:SAP
TSX:SAPFood

Saputo (TSX:SAP): Valuation Check After Insider Buying and Renewed Institutional Confidence

Recent insider buying in Saputo (TSX:SAP), supported by steady institutional interest, has given the stock fresh momentum, and investors are asking whether this renewed confidence lines up with the company’s fundamentals and growth outlook. See our latest analysis for Saputo. That insider activity is landing on top of an already strong run, with Saputo’s share price up 63.05 percent year to date and delivering a 59.56 percent total shareholder return over the past 12 months. This signals that...