TSX:FFH
TSX:FFHInsurance

Fairfax Financial Holdings (TSX:FFH) Is Down 6.2% After BMO Downgrade On Sector Concerns - What's Changed

Earlier this week, BMO Capital Markets downgraded Fairfax Financial Holdings to “market perform,” citing a more challenging backdrop for the insurance industry. The move highlights how shifting views on sector conditions, rather than company-specific headlines, can quickly influence investor sentiment toward Fairfax. With the recent share price decline, we’ll examine how BMO’s downgrade and its insurance-sector concerns shape Fairfax’s investment narrative. These 9 companies survived and...
TSX:IMO
TSX:IMOOil and Gas

Imperial Oil (TSX:IMO) Valuation Check After Strong 1 Year And 5 Year Shareholder Returns

Context on recent price performance Imperial Oil (TSX:IMO) has drawn fresh attention after a strong month, with the share price up about 18%, alongside a year to date return of roughly 13% and a 1 year total return above 40%. See our latest analysis for Imperial Oil. The recent momentum, with a 30 day share price return of 18.1% and a CA$138.55 share price, sits alongside a 1 year total shareholder return of 41.2% and a very large 5 year total shareholder return. This signals building...
TSX:BTE
TSX:BTEOil and Gas

How Juniper’s Stake Reduction via Block Trade Will Impact Baytex Energy (TSX:BTE) Investors

In January 2026, Juniper Capital Advisors disclosed that its affiliate Juniper RCR Holdings agreed to sell 20,265,188 Baytex Energy common shares in a private block trade, reducing its ownership stake to under 10% of the company. This sizable secondary transaction by a once-larger shareholder highlights shifting institutional positioning around Baytex ahead of its presentation at the 29th Annual CIBC Western Institutional Investor Conference in Whistler. We'll now explore how Juniper’s...
TSX:NFI
TSX:NFIMachinery

NFI Group (TSX:NFI) Valuation Check As New Electric Bus Contracts Highlight Recovery And Ongoing Risks

NFI Group (TSX:NFI) is back in focus after securing new contracts to supply battery electric and low emission buses to major North American cities, drawing fresh attention to its order book and funding exposure. See our latest analysis for NFI Group. Those new contracts arrive after a strong run in the shares, with NFI Group now trading at CA$16.68 and showing a 21.49% 3 month share price return alongside a 25.04% 1 year total shareholder return. This suggests momentum has been rebuilding...
TSX:APM
TSX:APMMetals and Mining

Assessing Andean Precious Metals (TSX:APM) Valuation After PMB Partners Secondary Offering And Liquidity Boost

Andean Precious Metals (TSX:APM) is back in focus after a major shareholder, PMB Partners LP, launched a C$83.1m bought secondary offering of 7,915,000 common shares at C$10.50. The offering is aimed at widening the investor base. See our latest analysis for Andean Precious Metals. The bought deal has landed after a strong run in the shares, with a 90 day share price return of 60.17% and an 18.56% year to date share price gain feeding into very large 1 year and 3 year total shareholder...
TSX:TRI
TSX:TRIProfessional Services

How Thomson Reuters' Trust in AI Alliance Launch At Thomson Reuters (TSX:TRI) Has Changed Its Investment Story

In January 2026, Thomson Reuters announced the launch of the Trust in AI Alliance, convened through Thomson Reuters Labs to advance trustworthy, agentic AI systems for high-stakes professional use. By uniting senior engineering and product leaders from Anthropic, AWS, Google Cloud, OpenAI, and Thomson Reuters, the alliance aims to engineer reliability, accountability, and transparency directly into AI architectures and share practical insights with the wider industry. We’ll now examine how...
TSX:WRN
TSX:WRNMetals and Mining

Western Copper And Gold (TSX:WRN) Valuation Check As New COO Brings Major Project Experience

Western Copper and Gold (TSX:WRN) is back on investor radars after the company appointed Robert Dirk as Chief Operating Officer, bringing 37 years of large scale mining project experience. See our latest analysis for Western Copper and Gold. The appointment of an experienced operator like Robert Dirk comes as Western Copper and Gold’s share price has moved to CA$5.16, with a 30 day share price return of 32.31% and a 1 year total shareholder return of 265.96%, suggesting momentum has been...
CNSX:DPRO
CNSX:DPROAerospace & Defense

Assessing Draganfly (CNSX:DPRO) Valuation After New Public Safety Drone Deployment In Europe

Interest in Draganfly (CNSX:DPRO) has picked up after the company announced that its drones will carry Smith Myers’ ARTEMIS mobile phone detection systems for Search and Rescue Sweden in public safety missions across Europe. See our latest analysis for Draganfly. These SAR and governance updates come after a mixed period for investors, with a 30 day share price return of 17.63% and a very large 1 year total shareholder return of 151.54%, set against a 3 year total shareholder return decline...
TSX:CM
TSX:CMBanks

Is Canadian Imperial Bank of Commerce (TSX:CM) Pricing Looked At Differently After Strong Multi‑Year Gains?

If you are wondering whether Canadian Imperial Bank of Commerce (CM) is offering fair value at around C$127.04 a share, you are not alone; many investors are asking the same question right now. The stock has been relatively steady in the short term, with a 1.1% decline over the last 7 days, a 0.3% return over 30 days, 0.6% year to date, and a 44.9% return over the past year, alongside very large gains over 3 and 5 years. Recent attention on CM has been shaped by ongoing discussions around...
TSX:HWX
TSX:HWXOil and Gas

The Bull Case For Headwater Exploration (TSX:HWX) Could Change Following Strong 2025 Per-Share Production Growth

Headwater Exploration Inc. recently reported unaudited fourth-quarter 2025 average production of about 24,250 boe/d and full-year 2025 volumes of roughly 22,750 boe/d. The company also highlighted about 12% year-over-year production per share growth, underscoring how its output expansion is being achieved on a per-share basis rather than just through scale. Against this backdrop of production per share growth, we will now explore what these results mean for Headwater Exploration’s broader...
TSX:GOLD
TSX:GOLDMetals and Mining

Do New Whistler Targets Shift GoldMining (TSX:GOLD)’s Path From Explorer To Potential Developer?

U.S. GoldMining Inc. recently reported initial results from its 2025 exploration program at the Whistler Gold-Copper Project in Alaska, outlining four new high-priority gold-copper porphyry targets and supporting plans for deeper drilling in summer 2026. The company is also advancing a preliminary economic assessment for Whistler, with findings expected before the end of Q1 2026, highlighting a clearer path toward evaluating the project’s potential. We’ll now examine how the discovery of new...
TSX:NTR
TSX:NTRChemicals

Is It Time To Reassess Nutrien (TSX:NTR) After Its 33% One-Year Rally?

If you are wondering whether Nutrien's current share price lines up with its underlying worth, you are not alone. That is exactly what this article will unpack for you. Nutrien's shares recently closed at $97.11, with returns of 5.1% over 7 days, 11.8% over 30 days, 11.9% year to date and 33.3% over 1 year. This naturally raises questions about how these moves compare to the company's estimated value. Recent attention on Nutrien has largely centered on its role in global agriculture and...
TSX:IVN
TSX:IVNMetals and Mining

Why Ivanhoe Mines (TSX:IVN) Is Up 8.0% After Record Kamoa-Kakula Copper Output

Ivanhoe Mines reported that its Kamoa-Kakula operation delivered record 2025 production, including 388,838 tonnes of copper in concentrate and strong fourth-quarter performance above the Phase 3 concentrator’s design capacity, while zinc output also reached new highs and met guidance. At the same time, the Platreef Mine in South Africa has moved from first concentrate production in late 2025 to a rapid development phase, with the upcoming Shaft #3 expected to lift hoisting capacity to 5.0...