TSX:HR.UN
TSX:HR.UNREITs

A Look at H&R REIT (TSX:HR.UN) Valuation Following Widening Q3 Net Losses

H&R Real Estate Investment Trust (TSX:HR.UN) just released its third quarter results, catching investors’ attention with a sharp rise in net losses for both the quarter and year to date, while sales remained steady year over year. See our latest analysis for H&R Real Estate Investment Trust. Even with the recent headlines around widening losses, H&R Real Estate Investment Trust’s unit price has shown resilience, holding at $10.08 and delivering an 8.2% share price increase year-to-date...
TSX:POW
TSX:POWInsurance

Preferred Share Offering Might Change The Case For Investing In Power Corporation of Canada (TSX:POW)

Power Corporation of Canada recently completed a fixed-income offering, raising CA$200 million through the issuance of 8,000,000 5.65% non-cumulative preferred shares, with proceeds to be used for general corporate purposes and the shares set to list on the Toronto Stock Exchange. This fundraising follows the release of robust third-quarter earnings and a continued dividend affirmation, underscoring the company’s efforts to maintain financial flexibility and support growth initiatives. Next,...
TSX:BCE
TSX:BCETelecom

Will BCE’s (TSX:BCE) Cost Cuts and Dividend Reduction Reshape Its Investment Narrative?

Earlier in 2025, BCE implemented sizable workforce reductions and cut its dividend payout in half, with nearly 700 staff laid off and manager-level roles eliminated as part of a three-year debt leverage reduction plan amid industry pressures. These measures reflect BCE’s ongoing response to competitive and regulatory challenges in Canadian telecommunications, indicating its shift toward operational efficiency and more sustainable financial practices. We’ll examine how BCE’s recent...
TSX:SOBO
TSX:SOBOOil and Gas

What South Bow (TSX:SOBO)'s Profits Rising Amid Lower Sales Means for Shareholders

South Bow Corporation recently reported third quarter 2025 results, posting net income of US$93 million and basic earnings per share of US$0.45, despite a decline in sales to US$461 million, while also affirming a quarterly dividend of US$0.50 per share. The company’s ability to improve profitability in the face of lower sales highlights potential improvements in cost management or operational efficiencies. With earnings rising despite a drop in revenue, we’ll explore how this improved...
TSX:WCP
TSX:WCPOil and Gas

Is Whitecap Resources' (TSX:WCP) Steady Dividend Policy a Signal of Financial Strength or Strategic Caution?

Whitecap Resources Inc. has confirmed a cash dividend of CA$0.0608 per common share for November operations, payable to shareholders of record on November 30, 2025, with distribution scheduled for December 15, 2025. This ongoing commitment to regular monthly dividends highlights Whitecap's focus on delivering stable shareholder returns amid a shifting energy sector landscape. We'll explore how the reaffirmed monthly dividend signals confidence in Whitecap's financial health and influences...
TSX:SJ
TSX:SJForestry

How Stella-Jones’ New Growth Targets and Acquisition Plans Will Impact TSX:SJ Investors

Stella-Jones Inc. recently announced its 2026-2028 financial objectives, targeting approximately CA$4 billion in annual sales by 2028, with an EPS growth goal of over 10%, backed by continued acquisitions and growth investments. The company’s emphasis on leveraging its established customer relationships and distribution network for expansion highlights a shift toward strengthening its position in North America’s utility and railroad supply chains. We'll explore how Stella-Jones’ renewed...
TSX:REI.UN
TSX:REI.UNRetail REITs

RioCan (TSX:REI.UN): Assessing Valuation Following New 10% Share Buyback Authorization

RioCan Real Estate Investment Trust (TSX:REI.UN) announced a new share buyback program, with approval to repurchase nearly 10% of its outstanding units. Investors often view buybacks as a signal of management’s belief in the business’s underlying value. See our latest analysis for RioCan Real Estate Investment Trust. RioCan’s latest buyback plans come on the heels of several positive updates, including fresh lease agreements at Toronto’s The Well and a recently affirmed monthly distribution...
TSX:PBH
TSX:PBHFood

Premium Brands Holdings (TSX:PBH) Valuation Spotlight After Upbeat Revenue Guidance and Mixed Quarterly Results

Premium Brands Holdings (TSX:PBH) just raised its full-year revenue guidance, giving investors a clearer picture of management’s optimism about ongoing sales growth, even though quarterly results showed a net loss. See our latest analysis for Premium Brands Holdings. The upbeat revenue guidance landed after a volatile stretch, with Premium Brands Holdings’ share price rallying 14.4% year-to-date and its one-year total shareholder return climbing to 20.2%. Recent quarterly news, such as raised...
TSX:LSPD
TSX:LSPDSoftware

Could Lightspeed (TSX:LSPD) Strengthen Global Ambitions With Its New Revenue Chief at the Helm?

Earlier this month, Lightspeed Commerce announced the appointment of Gabriel Benavides as Chief Revenue Officer and the upcoming transition of President JD Saint-Martin, who will remain until March 2026 to ensure leadership continuity. Benavides brings over 20 years of global go-to-market experience, with a history of scaling high-performing sales organizations and driving measurable revenue growth, highlighting Lightspeed's intent to bolster operational efficiency and accelerate...
TSX:IFC
TSX:IFCInsurance

How Will Intact Financial’s (TSX:IFC) Preferred Share Offering Shape Its Capital Strategy and Growth Path?

Intact Financial Corporation recently completed a CAD 150 million fixed-income offering, issuing 6,000,000 callable 5.50% Class A non-convertible preferred shares at CAD 25 per share with a CAD 0.75 discount per security. This move enhances Intact’s capital flexibility and may influence investor perceptions of the company’s ability to fund growth and manage its balance sheet. We’ll now explore how this successful preferred share issuance affects Intact Financial’s investment narrative,...
TSX:CAE
TSX:CAEAerospace & Defense

The Bull Case For CAE (TSX:CAE) Could Change Following Major Organizational Restructuring and Leadership Transitions

CAE Inc. recently implemented major organizational changes aimed at simplifying its corporate structure, including leadership transitions and the consolidation of business segments, while reporting second-quarter sales of CA$1.24 billion and net income of CA$73.9 million, both up from the prior year. The integration of civil aviation training under a single, globally focused organization and the streamlining of operational leadership reflect CAE’s ongoing push to improve efficiency and...
TSX:CEU
TSX:CEUEnergy Services

Will CES Energy Solutions' Share Buyback Shape a New Capital Allocation Story for TSX:CEU?

CES Energy Solutions recently reported its third quarter 2025 financial results, showing sales of CA$623.22 million and a net income of CA$40.49 million, while also announcing the completion of a share buyback totaling 6,495,800 shares for CA$57.56 million and affirming its quarterly dividend of CA$0.0425 per share. The combination of increased sales, sustained shareholder returns through dividends and buybacks, and a slight decrease in earnings has drawn heightened attention to the...
TSX:HBM
TSX:HBMMetals and Mining

Hudbay Minerals (TSX:HBM): Assessing Valuation After Surging Earnings and Reaffirmed Outlook

Hudbay Minerals (TSX:HBM) just delivered third-quarter earnings showing a sharp jump in net income, even as sales and production of its key metals dipped from the previous year. The company maintained its full-year production targets and anticipates a stronger fourth quarter, signaling continued stability after operational challenges. See our latest analysis for Hudbay Minerals. Hudbay Minerals' share price has surged 71.1% year-to-date, with momentum accelerating over the past three months...
TSX:MG
TSX:MGAuto Components

Magna International (TSX:MG): Assessing Valuation After New EV Expansion Moves in Europe and China

Magna International (TSX:MG) is taking bold steps in the electric mobility space, announcing a partnership with GAC for European EV assembly and launching a new eDrive facility in China. These moves reflect its growing global ambitions. See our latest analysis for Magna International. Magna’s focus on global EV expansion is catching investor attention, with shares notching a 14.4% year-to-date return. Short-term momentum is building after a 5.6% one-day jump, and its 1-year total shareholder...
TSX:ATZ
TSX:ATZSpecialty Retail

Aritzia (TSX:ATZ) Is Up 8.8% After Announcing Aggressive U.S. Expansion and Strong Earnings – Has The Bull Case Changed?

Aritzia announced plans to accelerate its U.S. retail expansion, aiming to open at least 10 new stores annually through fiscal 2027 while increasing total retail square footage by up to 60%. Alongside this expansion, the company reported robust e-commerce growth with $240 million in sales last quarter and a very large year-over-year increase in adjusted net income, reflecting the impact of improved margins and operational efficiency. We'll look at how Aritzia's commitment to physical retail...
TSX:TAL
TSX:TALOil and Gas

Will PetroTal's (TSX:TAL) Dividend Pause Mark a New Phase in Its Capital Allocation Strategy?

PetroTal Corp. recently announced third-quarter 2025 results, reporting revenue of US$63.91 million and net income of US$3.6 million, alongside a decision to suspend its regular quarterly dividend indefinitely. The suspension highlights the company’s shift toward prioritizing cash reserves and development investment after previously returning almost US$155 million to shareholders since 2023. We'll examine how the dividend suspension and focus on maintaining a US$60 million cash buffer...