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: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: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: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...
TSX:FCR.UN
TSX:FCR.UNRetail REITs

What First Capital Real Estate Investment Trust (TSX:FCR.UN)'s Refinancing Of Debentures Means For Shareholders

On December 8, 2025, First Capital Real Estate Investment Trust closed a private placement of CA$250,000,000 Series G senior unsecured debentures, bearing 4.760% interest and maturing February 15, 2035, rated “BBB” with a “Positive” outlook by Morningstar DBRS. The REIT plans to use the proceeds to help redeem its existing 3.604% Series T debentures ahead of their 2026 maturity, highlighting active balance sheet management and attention to its unsecured debt profile. We’ll now look at how...
TSX:VZLA
TSX:VZLAMetals and Mining

Assessing Vizsla Silver (TSX:VZLA)’s Valuation Following Its Positive Panuco Feasibility Study Announcement

Vizsla Silver (TSX:VZLA) has jumped back onto investors radar after highlighting a positive feasibility study for its Panuco silver gold project in Mexico, even as the latest quarter showed another net loss. See our latest analysis for Vizsla Silver. The feasibility study buzz has helped keep sentiment upbeat, and despite the latest quarterly loss the 30 day share price return of 10.84% and standout 1 year total shareholder return of 175.38% suggest momentum is still building around Vizsla’s...
TSX:PSK
TSX:PSKOil and Gas

Does PrairieSky Royalty’s (TSX:PSK) Steady Eligible Dividend Signal Enduring Income Strength or Limited Reinvestment?

PrairieSky Royalty Ltd. recently announced that its Board of Directors has declared a quarterly dividend of C$0.26 per common share, payable in cash on January 15, 2026 to shareholders of record on December 31, 2025, designated as an “eligible dividend” for Canadian income tax purposes. This ongoing pattern of cash returns, coupled with the tax-efficient eligible dividend status, may be particularly relevant for income-focused Canadian investors. We will now explore how this freshly affirmed...
TSX:FVI
TSX:FVIMetals and Mining

Should Fortuna’s Precious Metals Rally And Index Leadership Require Action From Fortuna Mining (TSX:FVI) Investors?

Fortuna Silver Mines has recently extended its rally and led the TSX Smallcap Index as renewed attention flowed into the precious metals segment after a key S&P/TSX trend indicator moved higher. This momentum highlights how Fortuna’s diversified operations across Latin America and West Africa can benefit when broader market signals refocus investors on gold and silver producers. Against this backdrop of sector-wide renewed interest in precious metals, we’ll examine how Fortuna’s diversified...
TSX:URE
TSX:UREOil and Gas

Ur-Energy (TSX:URE) Valuation After $100 Million Convertible Note Financing and Long-Term Growth Plans

Ur-Energy (TSX:URE) just priced a $100 million offering of 4.75% convertible senior notes due 2031, a financing move that could reshape its growth plans and future dilution path for shareholders. See our latest analysis for Ur-Energy. That financing comes after a choppy stretch for the stock, with a recent 1 day share price return of 3.53% lifting Ur-Energy to $1.76 even as its 90 day share price return sits at negative 17.76%, while the 5 year total shareholder return of 100.00% hints that...
TSX:ANRG
TSX:ANRGCommercial Services

Anaergia (TSX:ANRG) Is Up 15.7% After Securing Long-Term Biomethane Deal With PepsiCo Mexico

Anaergia Inc., through its subsidiary Anaergia Technologies, LLC, previously signed a contract with PepsiCo Mexico Foods' Sabritas unit to supply high-efficiency digestion, biogas conditioning, and upgrading systems that will turn about 50,000 tons of organic residuals a year into carbon-negative biomethane for on-site use at a Mexican food production facility. This collaboration not only showcases Anaergia's end-to-end waste-to-energy capabilities but also underlines how industrial...
TSX:MFI
TSX:MFIFood

Assessing Maple Leaf Foods (TSX:MFI) Valuation After Special Dividend and New Team Canada Partnership

Maple Leaf Foods (TSX:MFI) just dropped a CAD 0.60 per share special dividend, a clear signal that management sees room to hand back extra cash while still funding growth. See our latest analysis for Maple Leaf Foods. The special dividend lands after a busy stretch for Maple Leaf Foods, with the new Team Canada partnership putting its brands in the spotlight. The share price at CA$25.68 reflects a 30 day share price return of 6.3 percent and a 1 year total shareholder return of 38.2 percent,...