TSX:NTR
TSX:NTRChemicals

Does Morgan Stanley’s Upgrade Reframe Nutrien’s (TSX:NTR) Potash Exposure As A Strategic Advantage?

In recent days, Nutrien drew attention after Morgan Stanley upgraded the company to an Overweight rating, citing a stronger outlook for the potash market and tighter supply-demand conditions that could support the business. This shift in analyst sentiment comes as Nutrien, the world’s largest fertilizer producer by capacity and a major agricultural retailer, prepares for an earnings update that many investors view as its next key catalyst. Next, we’ll examine how Morgan Stanley’s more...
TSX:ARG
TSX:ARGMetals and Mining

Amerigo Resources (TSX:ARG) Is Up 5.9% After Record 2025 Output And Higher 2026 Guidance

Amerigo Resources Ltd. reported record fourth-quarter and full-year 2025 copper production from Minera Valle Central, exceeding its revised annual guidance despite tailings supply disruption after an accident at El Teniente, and maintaining high plant availability with no lost-time or environmental incidents. The company also issued higher 2026 production guidance for copper and molybdenum, marking the sixth consecutive year of increased targets and highlighting its ongoing capital return...
TSX:X
TSX:XCapital Markets

What TMX Group (TSX:X)'s Stronger Financing Activity Means For Shareholders

TMX Group recently reported its December 2025 financing and trading activity, showing higher year-over-year levels of new issuers and total capital raised across the Toronto Stock Exchange and TSX Venture Exchange. This operational update, alongside upcoming conference presentations by CEO John McKenzie, highlights growing issuer activity that could be meaningful for TMX’s core listings and trading businesses. We’ll now explore how the stronger year-over-year financing activity might...
TSX:CAE
TSX:CAEAerospace & Defense

Assessing CAE (TSX:CAE) Valuation After Joby eVTOL Simulator Milestone

CAE (TSX:CAE) is back in focus after Joby Aviation accepted the first of two high-fidelity eVTOL flight simulators built with the company. This marks a key step in Joby’s FAA certification and pilot training plans. See our latest analysis for CAE. Investors appear to be reacting positively to CAE’s role in advanced simulation such as the Joby partnership. The share price is at CA$47.40 after a 30 day share price return of 20.18% and a 1 year total shareholder return of 35.74%. Multi year...
TSXV:AUMB
TSXV:AUMBMetals and Mining

A Look At 1911 Gold (TSXV:AUMB) Valuation As True North Restart Plans Gain Momentum

Why 1911 Gold’s True North restart plan is drawing fresh attention 1911 Gold (TSXV:AUMB) is back on many watchlists after securing financing, refreshing its leadership team, and advancing a 2026 work program aimed at restarting the True North Gold Project in 2027. See our latest analysis for 1911 Gold. At a share price of CA$0.97, 1911 Gold has had a mixed near term patch, with a 1 day share price return of 1.04% and a 7 day share price decline of 3.00%. Its year to date share price return of...
TSX:CP
TSX:CPTransportation

Canadian Pacific Kansas City (TSX:CP) Valuation After New Five Year Union Agreements In The United States

Canadian Pacific Kansas City (TSX:CP) just locked in 16 five year collective bargaining agreements in the United States, covering wage increases for about 700 railroad workers. Two additional electrician agreements still await ratification. See our latest analysis for Canadian Pacific Kansas City. At a share price of CA$100.94, Canadian Pacific Kansas City has a 90 day share price return of 5.87% decline and a 1 year total shareholder return of 5.98% decline, pointing to fading momentum even...
TSX:FTS
TSX:FTSElectric Utilities

Does Fortis’ Regulated Growth and Dividend Profile Still Anchor Its Appeal for TSX:FTS Investors?

Fortis Inc. has scheduled the release of its 2025 financial results for February 12, 2026, accompanied by a CEO- and CFO-led teleconference and webcast for shareholders, analysts, and other interested listeners. Institutional investors increasing their holdings and the company’s long record of dividend growth and regulated, long-term contracts highlight Fortis’s appeal as a utilities operator with recurring revenues and a focus on infrastructure and renewable energy investment. Against this...
TSX:TI
TSX:TIMetals and Mining

Titan Mining (TSX:TI) Files $150 Million Shelf Registration Is Its Capital Strategy Quietly Shifting?

Earlier this month, Titan Mining Corporation filed an omnibus shelf registration for up to $150 million of common shares, debt securities, warrants, and units, giving it the option to issue these instruments over time. This broad financing framework enhances Titan Mining’s flexibility to pursue future projects or balance-sheet initiatives without committing to a specific transaction today. We’ll now examine how this new $150 million shelf registration shapes Titan Mining’s investment...
TSX:ABRA
TSX:ABRAMetals and Mining

Does AbraSilver Resource (TSX:ABRA) Have a Deeper Exploration Upside Than Its Current Plan Implies?

AbraSilver Resource Corp. recently began its fully funded 15,000-metre Phase VI diamond drilling program at the wholly owned Diablillos silver-gold project in Argentina, aiming to expand and upgrade existing Mineral Resources and test high-priority exploration targets, including deeper sulphide and porphyry-style zones. A distinctive feature of this campaign is that it is being run in parallel with a Definitive Feasibility Study due in Second Quarter 2026, meaning any additional Mineral...
TSX:TFPM
TSX:TFPMMetals and Mining

Assessing Triple Flag Precious Metals (TSX:TFPM) Valuation After Record 2025 Revenue And Gold Output

Triple Flag Precious Metals (TSX:TFPM) is drawing attention after reporting record preliminary revenue for both the fourth quarter and full year 2025, supported by strong gold equivalent ounce volumes and meeting the upper end of production guidance. See our latest analysis for Triple Flag Precious Metals. Those record 2025 figures arrive as the share price sits at CA$51.42, with a 30 day share price return of 10.91% and a 90 day gain of 18.75%. The 1 year total shareholder return of 127.63%...
TSX:BTE
TSX:BTEOil and Gas

A Look At Baytex Energy’s Valuation After TD Cowen Downgrade And Share Repurchase Focus

TD Cowen’s downgrade of Baytex Energy (TSX:BTE) from Buy to Hold after recent share price gains has turned attention to the company’s share repurchase program and its link to crude prices above $65. See our latest analysis for Baytex Energy. Baytex’s 90 day share price return of 45.43% and 30 day gain of 6.22% have added to the story around its $4.61 share price. A 24.12% one year total shareholder return contrasts with a weaker three year record and a very large five year total shareholder...