TSX:DSG
TSX:DSGSoftware

Does Descartes Systems Group’s (TSX:DSG) New Buyback Reveal a Deeper Shift in Capital Priorities?

Descartes Systems Group recently reported higher third-quarter and nine-month results to October 31, 2025, with sales and net income rising year-on-year, and then announced a new 12‑month share repurchase program subject to Toronto Stock Exchange approval. This combination of improving profitability and a planned buyback suggests management is prioritizing earnings quality and capital returns alongside continued growth investments. We’ll now explore how Descartes’ stronger earnings and...
TSX:CP
TSX:CPTransportation

Canadian Pacific (TSX:CP) Valuation Check After Stable Q3, Efficiency Gains and Ongoing Buybacks

Canadian Pacific Kansas City (TSX:CP) just delivered a steady Q3 update, tightening its operations while sticking with a 10 to 14% EPS growth outlook even as freight volumes soften. See our latest analysis for Canadian Pacific Kansas City. At around CA$101.95, the stock’s modest 1 month share price return of 2.49% sits against a slightly negative 1 year total shareholder return of 3.61%, hinting at stabilising sentiment after a softer year. If CPKC’s mix of efficiency gains and disciplined...
TSX:NG
TSX:NGMetals and Mining

NovaGold Resources (TSX:NG): Valuation Check After Donlin Assay Results, FAST-41 Entry and Alaska Court Win

NovaGold Resources (TSX:NG) just checked three big boxes at Donlin Gold: final 2025 drill assays, entry into the FAST-41 permitting program, and a supportive Alaska Supreme Court ruling on key project approvals. See our latest analysis for NovaGold Resources. Despite a softer 1 day and 7 day share price return, NovaGold’s recent permitting wins and Donlin assay results have underpinned a powerful year to date share price return and strong 1 year total shareholder return, suggesting momentum...
TSXV:NFG
TSXV:NFGMetals and Mining

New Found Gold (TSXV:NFG) Is Up 30.2% After Expanding Queensway Footprint And Reporting High-Grade Drills

New Found Gold Corp. recently closed its acquisition of adjoining mineral claims from Exploits Discovery, expanding the Queensway Gold Project in Newfoundland and Labrador by up to 31% to 230,225 hectares, in exchange for share issuance and a 1% NSR royalty with an option to buy back half. Coupled with high‑grade grade-control drilling results at the Keats zone and fresh insider buying by Sprott Mining Inc., the enlarged land package strengthens the company’s exploration footprint and...
TSX:FM
TSX:FMMetals and Mining

First Quantum Minerals (TSX:FM) Valuation After New Hachita Copper-Gold Exploration Option Deal

First Quantum Minerals (TSX:FM) just struck an option deal with Elemental Royalties for the Hachita copper gold project in New Mexico, a measured step that quietly extends its long term exploration runway. See our latest analysis for First Quantum Minerals. The move comes as First Quantum’s share price sits at $33.31 and has enjoyed a strong run, with a roughly 35% 3 month share price return and year to date share price gains above 70%. This suggests momentum is rebuilding as investors...
TSX:SVM
TSX:SVMMetals and Mining

How An Analyst’s Copper-Focused Upgrade At Silvercorp Metals (TSX:SVM) Has Changed Its Investment Story

In recent days, Silvercorp Metals was upgraded from Hold to Buy by an analyst, reflecting confidence in the miner’s stronger production profile, improving margins, and expansion into copper alongside its core silver operations. This reassessment highlights how adding copper exposure and enhancing production efficiency could reshape Silvercorp’s earnings mix and risk profile within the metals and mining sector. We’ll now explore how this upgrade, driven by Silvercorp’s margin improvement and...
TSX:IPCO
TSX:IPCOOil and Gas

Is International Petroleum’s (TSX:IPCO) New Buyback the Clearest Signal Yet on Capital Allocation Priorities?

Earlier this month, International Petroleum Corporation (TSX:IPCO) announced a new normal course issuer bid authorizing the repurchase and cancellation of up to 6,468,077 shares, or about 5.77% of its 112,155,527 outstanding common shares, through to December 4, 2026. This move tightens the share count at a time when analysts already expect meaningful reductions in shares outstanding, potentially amplifying future per-share metrics if the company delivers on its growth plans. Next, we’ll...
TSX:AGI
TSX:AGIMetals and Mining

Did Alamos Gold’s (TSX:AGI) London Roadshow Quietly Reframe Its Long-Term Production Story?

Alamos Gold Inc. recently presented at The Northern Miner – International Metals Symposium in London, held from November 30 to December 1, 2025, showcasing its latest corporate updates to an audience of global metals investors and industry peers. This conference appearance has drawn fresh attention to Alamos Gold’s outlook and project pipeline, as investors look for clues on future production, costs, and exploration priorities. We’ll now explore how Alamos Gold’s London symposium...
TSX:TKO
TSX:TKOMetals and Mining

Is Taseko Mines (TSX:TKO) Overvalued After Its Strong Share Price Momentum?

Taseko Mines (TSX:TKO) has quietly turned into a serious momentum story this year, with the share price climbing sharply while its copper focused portfolio keeps churning out cash flow driven growth. See our latest analysis for Taseko Mines. That strong copper narrative is showing up in the numbers, with the share price now at $7.32 and a powerful uptrend reflected in its 30 day share price return of 18.64 percent and one year total shareholder return of 164.26 percent. This points to clear...
TSX:WFG
TSX:WFGForestry

West Fraser Timber (TSX:WFG): Valuation Check After Major OSB Mill Curtailments and Impairment Charge

West Fraser Timber (TSX:WFG) just shook up its OSB footprint by moving to indefinitely curtail its High Level, Alberta mill and keep one Cordele, Georgia line idled, with a sizeable impairment charge looming. See our latest analysis for West Fraser Timber. Those OSB cutbacks help explain why sentiment has cooled. The share price is now at $86.24 and a year-to-date share price return of minus 31.01 percent is feeding into a one-year total shareholder return of minus 34 percent, signalling...
TSX:X
TSX:XCapital Markets

Will Surging 2025 Trading Volumes Reshape TMX Group's (TSX:X) Earnings Momentum Narrative?

TMX Group recently reported its November 2025 trading statistics, showing year-to-date increases in volume, value, and transactions across the Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, and Montréal Exchange, while also confirming past and upcoming holiday closures and shortened hours for its Canadian marketplaces. The strong rise in trading activity, particularly the very large year-on-year increases in total volume and value, highlights how higher market...
TSX:GEI
TSX:GEIOil and Gas

Gibson Energy (TSX:GEI) Valuation Check After Long-Term Edmonton Contracts and New Texas Growth Project

Gibson Energy (TSX:GEI) just locked in two long duration take or pay contracts at its Edmonton Terminal and greenlit a new Texas infrastructure project, tightening the visibility around its future cash flows. See our latest analysis for Gibson Energy. Those long term Edmonton deals and the new Texas project land against a share price of CA$25.88, with an 11.46% 1 month share price return and a 5 year total shareholder return of 66.92%, suggesting quietly building momentum as the market...
TSX:BLX
TSX:BLXRenewable Energy

Did Boralex’s (TSX:BLX) New European Leader Quietly Redefine Its Core Investment Narrative?

On December 4, 2025, Boralex Inc. appointed Jean-Christophe Dall’Ava as Executive Vice President and General Manager, Europe, replacing Nicolas Wolff and entrusting him with its European renewable operations. Dall’Ava’s track record in shaping Boralex’s European power purchase agreement strategy and leading development teams signals management continuity in a core market where regulatory and contract structures are central to the business model. We’ll now examine how Dall’Ava’s European...
TSX:ATD
TSX:ATDConsumer Retailing

Couche-Tard (TSX:ATD) Valuation After Q2 Earnings Growth and a Double-Digit Dividend Hike

Alimentation Couche-Tard (TSX:ATD) just released a busy second quarter update, pairing steady year-over-year earnings growth with a double-digit dividend hike that signals confidence in its cash generation and balance sheet. See our latest analysis for Alimentation Couche-Tard. The market has been slow to reward that progress, with the share price at about $74.17 and a year to date share price return of roughly minus 6 percent, even though the five year total shareholder return is still a...