TSX:IVN
TSX:IVNMetals and Mining

Does Kamoa-Kakula’s New Copper Smelter Shift The Bull Case For Ivanhoe Mines (TSX:IVN)?

Ivanhoe Mines has reported first production of copper anodes from the Kamoa-Kakula smelter in the Democratic Republic of Congo, now Africa’s largest copper smelter with a capacity of 500,000 tonnes per year. This milestone is expected to lift operating efficiency by cutting logistics costs and creating new revenue from by-product sulphuric acid, while planned destocking of on-site concentrate should support higher copper sales in 2026 than mine production alone. We’ll now examine how...
TSX:CLS
TSX:CLSElectronic

Celestica (TSX:CLS): Reassessing Valuation After Inclusion in S&P International 700 and Global 1200 Indexes

Celestica (TSX:CLS) just earned a spot in both the S&P International 700 and the S&P Global 1200, a shift that can quietly reshape who owns the stock and how it trades. See our latest analysis for Celestica. That visibility boost comes on top of a big run, with a 90 day share price return of 26.23% and a striking one year total shareholder return of 196.32%, suggesting momentum is still very much intact. If Celestica is on your radar, this could also be a good time to scan the broader tech...
TSX:CNR
TSX:CNRTransportation

Operational Gains And Rail Merger Risks Might Change The Case For Investing In Canadian National Railway (TSX:CNR)

In recent months, Canadian National Railway has delivered solid operational results and efficiency gains, supported by investments in digital train control, network resilience, and disciplined capital spending across its North American freight corridors. At the same time, investors are weighing how evolving trade talks and a proposed Union Pacific–Norfolk Southern merger could reshape CN’s freight flows and competitive position in intermodal and bulk markets. With that backdrop, we’ll now...
TSX:FFH
TSX:FFHInsurance

Fairfax Financial Holdings (TSX:FFH): Revisiting Valuation After Eurolife Sale and S&P Index Inclusions

Fairfax Financial Holdings (TSX:FFH) just checked three big boxes for investors, selling its 80% Eurolife stake for a sizable gain while also joining the S&P International 700 and S&P Global 1200 indices. See our latest analysis for Fairfax Financial Holdings. Those index additions and the Eurolife deal come on top of a strong run, with Fairfax’s 12.25% 1 month share price return and hefty 5 year total shareholder return of 512.59% signaling solid, still building momentum. If Fairfax’s...
TSX:ALA
TSX:ALAGas Utilities

The Bull Case For AltaGas (TSX:ALA) Could Change Following RIPET Labour Deal And Export Resilience

AltaGas Ltd. previously reached a new five-year labour agreement with the International Longshore and Warehouse Union Local 523B at the Ridley Island Propane Export Terminal, ending a 28-day disruption and bringing union employees back to work on December 25 while keeping exports running. By sustaining uninterrupted propane exports to more than 70 customers during the strike, AltaGas underlined RIPET’s role in supporting Canada–Asia energy trade and reliability. We’ll now examine how...
TSX:EFR
TSX:EFROil and Gas

Why Energy Fuels (TSX:EFR) Is Up 11.0% After Beating Uranium Guidance And Advancing Rare Earths Plans

Energy Fuels Inc. reported that in 2025 its Pinyon Plain Mine and La Sal Complex mined over 1.6 million pounds of uranium and its White Mesa Mill produced more than one million pounds of finished U3O8, both exceeding previously issued guidance. The company’s plan to shift White Mesa to commercial-scale dysprosium and terbium output in late 2026, while stockpiling additional uranium ore for future processing, highlights its emerging role as a dual-source supplier of nuclear fuel and heavy...
TSX:BN
TSX:BNCapital Markets

Does Brookfield’s US$100 Billion AI Infrastructure Fund Ambition Change The Bull Case For Brookfield (TSX:BN)?

Brookfield Corporation has launched its inaugural AI Infrastructure Fund, targeting up to US$100.00 billion in AI-related assets, including advanced fuel cells for data centers and AI factory development, supported by its renewable power and infrastructure subsidiaries. This move signals Brookfield’s intention to become a large-scale owner and operator of AI infrastructure, tying its existing energy and infrastructure platforms directly to accelerating AI-related demand. We’ll now explore...
TSX:LUN
TSX:LUNMetals and Mining

How Investors May Respond To Lundin Mining (TSX:LUN) Completing Its US$150 Million Share Buyback

Lundin Mining reported that, as of December 31, 2025, its issued and outstanding shares fell to 854,347,591 after repurchasing 15,088,180 shares for about US$150,000,000 under its 2025 normal course issuer bid, while also accounting for employee stock option exercises and vesting. The company’s completion of its targeted annual buyback and reiteration of its ambition to become a top ten global copper producer highlight how capital returns and long-term growth plans are being pursued in...
TSX:DOO
TSX:DOOLeisure

BRP (TSX:DOO) Valuation Check After CA$185 Million Follow-On Equity Offering and Dilution Concerns

BRP (TSX:DOO) just raised CA$185 million through a follow on equity offering of 1,850,000 subordinate voting shares at CA$100 each, a modest discount that puts dilution and growth plans in sharper focus for investors. See our latest analysis for BRP. That fresh capital raise lands after a choppy spell, with a 30 day share price return of minus 7.17 percent. At the same time, the 1 year total shareholder return sits at a strong 35.21 percent, suggesting longer term momentum is intact despite...
TSX:TRP
TSX:TRPOil and Gas

TC Energy (TSX:TRP) Valuation After TPH’s Top Midstream Rank and LNG Canada Tailwinds

TC Energy (TSX:TRP) just grabbed the top gas focused midstream slot from TPH Energy Research, and that recognition, tied to rising pipeline demand and LNG Canada momentum, has investors revisiting the stock. See our latest analysis for TC Energy. That sector recognition seems to be feeding into a steady re‑rating, with TC Energy’s CA$76.85 share price edging higher recently and a 1 year total shareholder return of 17.58 percent. This hints that momentum is quietly building around its pipeline...