TSX:AG
TSX:AGMetals and Mining

Did San Dimas's New High-Grade Discovery Just Shift First Majestic Silver's (TSX:AG) Investment Narrative?

Earlier this month, First Majestic Silver Corp. reported strong drilling results from its ongoing exploration at the San Dimas Silver/Gold Mine in Mexico, with high-grade gold and silver mineralization discovered in newly tested veins, including the Coronado vein in the West Block. The confirmation of new mineralized zones and the conversion of Inferred to Indicated Mineral Resources support reinforcement of San Dimas as a major long-term asset for expanding the company’s resource...
TSX:NGEX
TSX:NGEXMetals and Mining

NGEx Minerals (TSX:NGEX): Assessing Valuation After Steep Q2 Losses and Surging Share Price

NGEx Minerals (TSX:NGEX) just released its second quarter and half-year results, and the numbers caught investors’ eyes. The company reported a jump in net loss to CA$21.39 million for Q2, almost three times last year’s figure. With losses deepening faster than many anticipated, those watching NGEx are left sifting through the new data to judge what has really changed about its future. The market’s reaction has been anything but dull. Even with expanding losses, NGEx Minerals’ share price has...
TSX:AAV
TSX:AAVOil and Gas

Major Insider Stock Purchase Might Change the Case for Investing in Advantage Energy (TSX:AAV)

In the past week, Daniel Farb, an Independent Director of Advantage Energy Ltd., acquired 53% more stock, investing CA$1.3 million at an average price of CA$10.43, the largest insider purchase in the past year. This substantial insider buying, combined with ongoing net purchases by company leaders and 3.1% insider ownership, highlights a strong alignment and apparent confidence in Advantage Energy’s long-term prospects. We'll explore how this major insider purchase may influence views on...
TSX:OLA
TSX:OLAMetals and Mining

Orla Mining (TSX:OLA): Valuation Insights After South Railroad Permit Breakthrough and Strong Growth Signals

If you are watching Orla Mining (TSX:OLA), now is a moment to pay attention. The company just notched a major milestone: the U.S. Bureau of Land Management has published the Notice of Intent for the South Railroad Project in Nevada, which officially kicks off the federal permitting process. Combined with a significant revenue jump and higher 2025 gold production guidance, these moves underline Orla’s ambitions to grow beyond its current operations and to stake a claim in the prolific Carlin...
TSX:ENB
TSX:ENBOil and Gas

Enbridge (TSX:ENB): Evaluating the Valuation After Recent Share Price Momentum

Enbridge (TSX:ENB) has not made major headlines with fresh news this week, but its recent share price action is catching the eye of investors weighing their next move. After drifting for much of last year, the stock has climbed over 7% in the past month, a pace that stands out for a steady pipeline operator. This kind of move may not grab attention at first glance; however, it often prompts a second look into whether something under the surface is shifting. Looking at the bigger picture,...
TSX:LUG
TSX:LUGMetals and Mining

Lundin Gold (TSX:LUG): Assessing Valuation Following Record Q2 Earnings and Dividend Growth

Lundin Gold (TSX:LUG) just delivered a quarter that is likely to attract investor attention. The company’s latest results revealed record second-quarter earnings, with significant jumps in revenue, net income, and free cash flow. This performance was driven by strong results at the Fruta del Norte mine. In addition, Lundin Gold’s dividend policy provides shareholders with both a steady fixed payout and a variable component that increases alongside free cash flow. This structure may appeal to...
TSXV:ARTG
TSXV:ARTGMetals and Mining

Artemis Gold (TSXV:ARTG) Valuation After Earnings Turnaround and Strong Blackwater Production

Artemis Gold (TSXV:ARTG) just capped off a quarter that might make investors stop and reevaluate their outlook, with the company swinging from a net loss last year to a hefty net profit this time around. Not only did Artemis post CAD 100 million in earnings for the second quarter, but its Blackwater mill outperformed expectations by operating above nameplate capacity in June. If that was not enough to catch market attention, Artemis also locked in a new $700 million revolving credit facility,...
TSX:LUN
TSX:LUNMetals and Mining

Does Lundin Mining’s (TSX:LUN) Updated Capital Return Approach Reflect a Strategic Shift in Priorities?

Lundin Mining recently reported its second quarter 2025 financial results, declared a regular dividend, and provided updates on its share capital and ongoing share buyback program. The company's updated capital management approach, including sustained shareholder returns and share buybacks, signals a continued commitment to efficient capital allocation amid operational expansion. We'll explore how the regular dividend declaration and capital updates may shape Lundin Mining's investment...
TSX:CLS
TSX:CLSElectronic

What Celestica (TSX:CLS)'s Record Q2 Driven by Hyperscaler Demand Means for Shareholders

Celestica recently reported its strongest second quarter results in over two years, largely fueled by rising demand from hyperscaler customers and operational improvements. Analysts are highlighting Celestica’s growing momentum and improving revenue mix, with management’s significant insider ownership reflecting confidence in the company’s direction. We’ll examine how this surge in hyperscaler demand and upbeat analyst sentiment may reshape Celestica’s investment narrative moving...
TSX:TD
TSX:TDBanks

Will Leadership Moves and New Debt Offerings Shift Toronto-Dominion Bank's (TSX:TD) Funding Narrative?

On August 14, 2025, Toronto-Dominion Bank announced the promotion of Laura Nitti to Retail Market President of Metro PA & South New Jersey and completed multiple fixed-income offerings, including new senior and junior unsecured notes with various maturities. These actions reflect TD Bank’s efforts to strengthen regional leadership and adjust its funding approach, signaling evolving priorities in capital management and customer engagement. We’ll explore how TD Bank’s multiple fixed-income...
TSX:AQN
TSX:AQNIntegrated Utilities

Is Algonquin's ESOP Share Offering and Rising Analyst Optimism Reshaping Its Investment Case (TSX:AQN)?

Earlier this month, Algonquin Power & Utilities Corp. filed a shelf registration for 2,500,000 common shares valued at $14.68 million as part of an Employee Stock Ownership Plan (ESOP) related offering. This move coincides with a period of improved earnings estimates and significant analyst optimism regarding the company’s financial outlook. We’ll explore how the strengthening analyst sentiment and rising earnings expectations could influence Algonquin’s investment narrative going...
TSXV:TOI
TSXV:TOISoftware

How Insider Selling and Ownership Concentration May Influence Topicus.com's Future Governance (TSXV:TOI)

In the past week, Topicus.com Inc. saw its market capitalization decrease by CA$580 million, with public companies holding a substantial 49% ownership stake primarily impacted. Insider share sales and a highly concentrated ownership structure, with the top two shareholders controlling more than half of the company, have sparked further scrutiny. We'll explore how insider selling and a concentrated shareholder base are shaping Topicus.com's investment narrative and governance outlook. The...
TSX:IMO
TSX:IMOOil and Gas

Record Output and Cost Cuts Might Change the Case for Investing in Imperial Oil (TSX:IMO)

In the past five years, Imperial Oil has achieved very large gains, driven by record upstream production, substantial cost reductions, and its ongoing focus on shareholder returns. The company’s investment in projects like the Strathcona renewable diesel facility and upgrades at Cold Lake signals a commitment to future growth and lower emissions. We’ll assess how Imperial Oil’s record production and ongoing efficiency initiatives could influence its long-term investment narrative and...
TSX:DSV
TSX:DSVMetals and Mining

Discovery Silver (TSX:DSV) Valuation Spotlight After Earnings Swing Back to Profitability

Discovery Silver (TSX:DSV) just turned heads with its latest earnings report, delivering a swing back to profitability for the second quarter. After reporting net income of $5.53 million, compared to a loss in the same period last year, the company’s earnings per share moved from negative territory to $0.01. Investors will probably see this as a sign that operational improvements and market fundamentals might finally be converging for Discovery Silver. This raises fresh questions about what...