TSX:BTE
TSX:BTEOil and Gas

Will Baytex Energy's (TSX:BTE) Free Cash Flow Outlook Redefine Its Shareholder Return Strategy?

Baytex Energy recently reported expectations to generate US$400 million of free cash flow in 2025 at US$70 WTI, bolstering its ability to reduce debt and return capital to shareholders. Insider buying combined with Baytex’s move to profitability in recent years has drawn increased investor attention amid shifting outlooks for the energy sector. We’ll examine how Baytex’s projected free cash flow supports its investment narrative and future commitment to shareholder returns. AI is about to...
TSX:IPCO
TSX:IPCOOil and Gas

International Petroleum (TSX:IPCO) Valuation in Focus After Buyback Completion and $450M Bond Refinancing

International Petroleum (TSX:IPCO) has just wrapped up a sizable buyback, canceling over 6% of its outstanding shares while also completing a USD 450 million bond issuance to refinance its debt. These moves signal a focus on capital discipline. See our latest analysis for International Petroleum. With the buyback and new bond issuance making headlines, investor confidence in International Petroleum’s capital stewardship appears to be on the rise. The share price has seen steady upward...
TSX:SOBO
TSX:SOBOOil and Gas

South Bow (TSX:SOBO) Valuation in Focus as Alberta’s Pipeline Commitment Sparks Industry Interest

The Alberta government's commitment to fund and lead a new pipeline connecting oil sands to British Columbia’s Pacific coast has brought fresh attention to South Bow (TSX:SOBO). With industry collaboration taking center stage, investors are weighing how this could influence growth prospects. See our latest analysis for South Bow. Momentum around South Bow has started to pick up following Alberta’s pipeline announcement, with the stock notching a 1-year total shareholder return of 43.1% and...
TSX:IVN
TSX:IVNMetals and Mining

Has Ivanhoe Mines Rallied Too Far After Copper Output Forecast and 20% Share Surge?

If you are looking at Ivanhoe Mines and wondering what to do next, you are not alone. The stock has delivered a roller coaster of performance over the past year, and investors are crunching the numbers to decide if now is the right time to make a move. After a strong bounce in the last month, with a gain of 19.7%, and a robust 6.4% rise over the past week, Ivanhoe is showing signs of renewed momentum. Yet, stepping back a bit, the year-to-date return is still in the red at -12.8%, with a...
TSX:CG
TSX:CGMetals and Mining

What Do Centerra Gold’s 86% Year-to-Date Gains Mean for Investors in 2025?

Wondering what to make of Centerra Gold’s recent surge? If you’ve been watching the gold mining sector, you’ve probably noticed Centerra Gold moving up the ranks in market conversations, and its stock is turning heads for good reason. Over the past week alone, the share price shot up by 11.2%. Widen the lens, and it gets even more impressive, with a 32.4% gain in the last month and an eye-catching year-to-date climb of 86.7%. Even when you zoom out to three years, Centerra Gold’s stock has...
TSX:TVK
TSX:TVKEnergy Services

Does a Fresh Valuation Debate Reveal Hidden Strengths in TerraVest Industries’ Strategy (TSX:TVK)?

Recent analysis suggests that TerraVest Industries may be 49% undervalued based on a 2 Stage Free Cash Flow to Equity valuation, estimating its fair value at CA$275 per share. This assessment has drawn attention to the potential for imprecise valuations, highlighting the importance of considering multiple factors when evaluating investment opportunities. We’ll explore how renewed focus on the stock’s valuation estimates is shaping TerraVest Industries’ investment narrative for...
TSX:CHE.UN
TSX:CHE.UNChemicals

Chemtrade Logistics (TSX:CHE.UN): Is the Stock Still Undervalued After Recent Share Price Movement?

Chemtrade Logistics Income Fund (TSX:CHE.UN) shares have seen some movement recently, prompting investors to take another look at its fundamentals. With steady performance over the past month, there is ongoing interest in the company’s value proposition and long-term prospects. See our latest analysis for Chemtrade Logistics Income Fund. Chemtrade’s share price has seen modest upward momentum lately, and that follows a steady stretch for investors who’ve held on through different market...
TSX:REI.UN
TSX:REI.UNRetail REITs

Evaluating RioCan (TSX:REI.UN): Is the Recent $200 Million Debt Move Reflected in Its Valuation?

RioCan Real Estate Investment Trust (TSX:REI.UN) has wrapped up a $200 million issuance of senior unsecured debentures, a move aimed at paying down existing debt and strengthening its balance sheet. This type of financing directly impacts how investors view RioCan’s financial flexibility and stability. See our latest analysis for RioCan Real Estate Investment Trust. RioCan’s $200 million debt issuance is just the latest in a flurry of activity, including executive updates and new housing...
TSX:GOOS
TSX:GOOSLuxury

Examining Canada Goose Shares After 42% Rally and CEO’s New Strategic Plan in 2025

If you have been eyeing Canada Goose Holdings, you are likely wondering if now is finally the moment to dive in or time to stay on the sidelines. There is no denying the renewed energy in the share price lately, with the stock climbing 8.5% over the past week and a hefty 12.5% over the last month. For anyone who has weathered the ups and downs, the year-to-date gain of 42.3% feels like vindication, even after a drop of more than 56% from five years ago and a still-negative three-year total...
TSX:MDA
TSX:MDAAerospace & Defense

MDA Space (TSX:MDA): Valuation in Focus After Winning Canadian Space Domain Awareness Contract

MDA Space (TSX:MDA) has been selected, along with ThothX Group, to deliver enhanced space domain awareness services to Canada’s Department of National Defence. This new contract highlights MDA Space’s continued presence in the space surveillance sector. See our latest analysis for MDA Space. MDA Space’s latest contract builds on a year marked by modest but steady progress. The company’s 1-year total shareholder return sits just below 1%, reflecting a measured response from the market despite...
TSX:EIF
TSX:EIFAirlines

Did Debt Redemption and Insider Buying Just Shift Exchange Income’s (TSX:EIF) Investment Narrative?

In recent days, Exchange Income Corporation completed the redemption of its 7-year 5.25% convertible unsecured subordinated debentures that were due July 31, 2028, and saw increased analyst optimism amid growth opportunities in aerial surveillance and Northern Canada investments. Significant insider buying and the company's strong total shareholder return highlight reinforced management confidence and the considerable role of dividends in overall performance. We’ll now consider how the...
TSX:DIR.UN
TSX:DIR.UNIndustrial REITs

Will Dream Industrial (TSX:DIR.UN) Rethink Its Growth Model After Withdrawing a Major Equity Offering?

Earlier this week, Dream Industrial Real Estate Investment Trust announced both the filing of a universal shelf registration covering units and debt securities, and the filing, and prompt withdrawal, of a CA$250 million at-the-market follow-on equity offering. This rapid sequence of capital market actions highlights shifting funding priorities and may give insight into management's evolving approach to supporting growth and managing liquidity. We'll explore how the filing and withdrawal of a...
TSX:CFP
TSX:CFPForestry

How Investors Are Reacting To Canfor (TSX:CFP) After New U.S. Tariffs on Softwood Imports

On October 1, 2025, the U.S. administration imposed a new tariff on Canadian softwood imports, with the policy effective from mid-October and directly impacting major industry exporters such as Canfor. This move introduces increased trade uncertainty for one of Canada's cornerstone export sectors and signals heightened sensitivity in cross-border economic relations. We'll take a closer look at how these U.S. tariffs create new risks for Canfor's previously discussed potential for improving...
TSX:SAP
TSX:SAPFood

The Bull Case For Saputo (TSX:SAP) Could Change Following Surge in Insider Share Purchases – Learn Why

Over the past year, multiple insiders at Saputo Inc. have significantly increased their holdings, acquiring 2.38 million shares while only selling a small amount. This trend of net insider buying, coupled with considerable insider ownership, highlights growing confidence from within the company and suggests that insiders may view the current share price as undervalued. Given this increased insider confidence, we'll examine how this recent insider activity could shift Saputo's investment...
TSX:LNF
TSX:LNFSpecialty Retail

How Investors Are Reacting To Leon's Furniture (TSX:LNF) Joining the S&P Global BMI Index

On September 22, 2025, Leon's Furniture Limited (TSX:LNF) was added to the S&P Global BMI Index, expanding its presence among global index-tracking investors. This move can potentially enhance the company's profile among institutional investors and impact its trading volumes due to inclusion in widely followed benchmarks. We'll explore how inclusion in the S&P Global BMI Index may influence Leon's Furniture's investment narrative and institutional visibility. Uncover the next big thing with...
TSX:MX
TSX:MXChemicals

Is Methanex Still an Opportunity After Rebounding 10% in May 2025?

Trying to decide what to do with Methanex stock? You are not alone. Whether you are holding, considering buying in, or thinking about trimming your position, Methanex has made itself a talking point for investors who care about both steady returns and real value. After a rocky start to the year with shares down almost 25% year-to-date, recent weeks have been more encouraging. The stock bounced back 10.5% over the past month. Despite giving back nearly 3% in the last week, Methanex has still...
TSX:EQX
TSX:EQXMetals and Mining

Is Equinox Gold’s 98% Rally in 2025 Justified After Strong Gold Price Surge?

If you’re trying to make sense of Equinox Gold’s stock right now, you’re not alone. With a closing price of $15.17 and an almost unbelievable 98% jump year to date, it’s no wonder investors are taking another look. The past month alone has seen the stock climb 20.6%, and those who bought in three years ago are sitting on a 214.7% total return. Yes, gold’s recent momentum and shifting global financial trends have created a tailwind. There is clearly something about Equinox Gold that has been...
TSXV:WGO
TSXV:WGOMetals and Mining

Will White Gold’s (TSXV:WGO) Exploration Funding Drive a New Phase in Its Growth Strategy?

White Gold Corp. recently announced a brokered private placement to raise funds for exploration, offering premium flow-through units, flow-through shares, and standard units, each with associated pricing and warrant terms, and subject to regulatory approval. This fundraising effort follows an updated mineral resource estimate showing a 44% increase in indicated gold ounces, enhancing the company's potential for further economic assessments. We'll explore how the significant increase in...