TSX:OR
TSX:ORMetals and Mining

OR Royalties (TSX:OR) Is Up 11.0% After Record 2025 Royalty Revenue – Has The Bull Case Changed?

OR Royalties Inc. recently reported preliminary fourth-quarter 2025 revenues from royalties and streams of $90.5 million and full-year revenues of $277.4 million, alongside attributable production of 21,735 and 80,775 gold equivalent ounces for the quarter and year, respectively. These record royalty and streaming revenues, paired with solid gold equivalent ounce output, underscore the company’s capacity to convert production exposure into growing top-line results. With record full-year...
TSX:EIF
TSX:EIFAirlines

Is Exchange Income’s (TSX:EIF) Greenland Foothold Quietly Redefining Its Arctic Defense Ambitions?

CIBC Capital Markets recently reiterated its outperform rating on Exchange Income, highlighting potential growth for its PAL Aerospace unit in maritime surveillance around Greenland amid rising Arctic security attention and Denmark’s funded defence commitments. An interesting angle is PAL Aerospace’s existing engagement with Greenland authorities, which could give Exchange Income an operational head start if new surveillance mandates emerge in the region. We’ll now explore how this potential...
TSX:IMO
TSX:IMOOil and Gas

How Imperial Oil’s Buyback-Focused Capital Return Plan At Imperial Oil (TSX:IMO) Has Changed Its Investment Story

In recent days, Imperial Oil highlighted continued operational efficiency gains across its oil sands and downstream assets, alongside robust free cash flow supporting aggressive share repurchases and gradually rising dividends. What stands out is how management’s clear capital-return framework and ongoing emissions-reduction and carbon-capture efforts are shaping analyst and investor perceptions of the company’s quality and resilience. We’ll now explore how this reaffirmed focus on...
TSX:BIR
TSX:BIROil and Gas

Assessing Birchcliff Energy (TSX:BIR) Valuation After Insider Buying And Improving Gas Price Sentiment

Birchcliff Energy (TSX:BIR) is back in focus after a mix of insider share purchases and improving sentiment toward natural gas prices drew fresh attention to the stock’s income profile and balance sheet. See our latest analysis for Birchcliff Energy. At a share price of CA$7.13, Birchcliff’s recent 23.6% 90 day share price return contrasts with a slightly negative year to date share price return. The 1 year total shareholder return of 21% and very large 5 year total shareholder return suggest...
TSX:DNTL
TSX:DNTLHealthcare

Assessing Whether Dentalcorp Holdings (TSX:DNTL) Looks Undervalued After Its Recent Total Return Performance

dentalcorp Holdings (TSX:DNTL) has attracted fresh attention after its recent share performance, with investors weighing its current CA$10.97 price against fundamentals such as revenue, earnings trend, and longer term total returns. See our latest analysis for dentalcorp Holdings. While the recent share price return figures for dentalcorp are fairly modest over shorter periods, the 1 year total shareholder return of 36.1% and 3 year total shareholder return of 21.4% suggest momentum has been...
TSX:BCE
TSX:BCETelecom

Should BCE’s 2026 Outlook and Dividend Cut Shift the Core Thesis for TSX:BCE Investors?

BCE Inc. has scheduled its fourth-quarter 2025 results and 2026 guidance conference call, held on February 5, 2026, featuring President and CEO Mirko Bibic and CFO Curtis Millen, with a live webcast and replay available for investors and media on a listen-only basis. Investor attention is also focused on BCE’s mid-2025 decision to cut its dividend in half, which has increased financial flexibility but left questions around debt levels and the Ziply Fiber acquisition. Next, we’ll examine how...
TSX:LAR
TSX:LARMetals and Mining

Lithium Argentina (TSX:LAR) Is Up 18.7% After Record Output and Stage 2 Expansion Plans - What's Changed

Lithium Argentina recently reported that its Cauchari-Olaroz lithium brine operation in Jujuy achieved record fourth-quarter output at the high end of annual guidance, while submitting environmental and RIGI applications for a Stage 2 expansion of 45,000 tonnes per year of lithium carbonate capacity and progressing permits for Pozuelos-Pastos Grandes. Alongside this operational update, the company reshaped its leadership structure by promoting Alec Meikle to President and moving John...
TSX:CP
TSX:CPTransportation

How Investors May Respond To Canadian Pacific Kansas City (TSX:CP) As Banks Back Its Cross-Border Integration

In recent days, Canadian Pacific Kansas City has drawn fresh attention as multiple banks reaffirmed positive views on its operations and North American rail network while highlighting progress in its integration with Kansas City Southern. Investor meetings and management commentary underscored how the company’s unique Canada–U.S.–Mexico rail corridor and improving freight trends are reshaping perceptions of its long-term role in cross-border trade. Next, we’ll examine how this renewed...
TSX:AGI
TSX:AGIMetals and Mining

Is Alamos Gold (TSX:AGI) Quietly Reframing Its Growth Story Around Gold-Funded Reinvestment?

In recent days, Alamos Gold highlighted how its past acquisitions and current operations are benefiting from a multi-year rise in gold prices, while new analyst coverage has underscored the company’s growth focus in Canada. CEO John McCluskey’s emphasis on stronger cash flows being reinvested into growth, amid heightened geopolitical and economic uncertainty, sheds light on why some investors may be reassessing the company’s long-term positioning. With the CEO underscoring reinvestment of...
TSX:TFII
TSX:TFIITransportation

Assessing TFI International (TSX:TFII) Valuation After Fresh Rating Support From Citigroup And CIBC

Recent rating actions by Citigroup and CIBC on TFI International (TSX:TFII) have drawn fresh attention to the transportation and logistics group, as several firms reiterate positive views on the stock. See our latest analysis for TFI International. Those upbeat views have coincided with strong recent momentum, with a 1-day share price return of 1.27% and a 90-day share price return of 27.48% lifting TFI International to CA$154.48. This comes as the 1-year total shareholder return shows an...
TSX:CM
TSX:CMBanks

Is CIBC (TSX:CM) Still At An Attractive Price After Strong Multi‑Year Share Gains

If you are wondering whether Canadian Imperial Bank of Commerce is still reasonably priced after its recent run, this article walks through what the current share price might be implying about value. The stock most recently closed at C$126.29, with returns of 0.1% over the last week, a 0.3% decline over the last month, 0.1% year to date, 46.6% over the past year and 150.4% over three years, while the five year return sits at 183.5%. Recent headlines have continued to focus on how large...
TSXV:AGX
TSXV:AGXMetals and Mining

Is Silver X Mining’s (TSXV:AGX) Gold-Fueled Output Shift Quietly Redefining the Nueva Recuperada Story?

Silver X Mining Corp. previously reported strong fourth-quarter 2025 operating results at its Nueva Recuperada project in Peru, including a 24% increase in processed tonnage, a 17% rise in silver equivalent ounces, and a very large jump in gold output, supported by continued mine development and a 40,000-metre drilling program. Beyond near-term production gains, the combination of improved grade consistency, stronger gold contribution to revenue, and ongoing underground investment highlights...
TSX:GEI
TSX:GEIOil and Gas

Is Gibson Energy (TSX:GEI) Still Attractive After Recent Share Price Softness?

If you are wondering whether Gibson Energy's share price still makes sense at around C$25.01, you are not alone. This article is built to help you size up that value question clearly. The stock has seen a 2.3% decline over the last week and a 1.9% decline over the past month, while the 1 year and 5 year returns sit at 5.5% and 64.4% respectively. This can change how investors think about both risk and opportunity. Recently, Gibson Energy has been in focus as part of ongoing investor interest...
TSX:ARX
TSX:ARXOil and Gas

Is ARC Resources (TSX:ARX) Turning Its Montney Advantage Into a Pure Capital-Return Story?

In recent days, ARC Resources has drawn attention as its emphasis on disciplined capital returns, including dividends and share buybacks, coincided with resilient natural gas demand. This combination, alongside analyst confidence in ARC’s Montney resource position and preference for returns over production growth, is reshaping how investors assess its long-term appeal. Now we will examine how ARC’s commitment to returning free cash flow via dividends and buybacks influences its existing...
TSX:BTO
TSX:BTOMetals and Mining

Did Heavy TSX Trading and Sector Tailwinds Just Shift B2Gold's (TSX:BTO) Investment Narrative?

B2Gold Corp. recently saw heavy trading on the TSX, with over 9,138,200 shares changing hands on 9 January 2026 amid strength in the gold sector and fresh analyst commentary. This surge in activity highlights how sector-wide momentum and anticipation of the company’s late-February earnings and operational updates are drawing investors’ attention to B2Gold’s next phase. Against this backdrop of elevated trading tied to sector strength, we’ll explore how growing anticipation around February’s...
TSX:GRT.UN
TSX:GRT.UNIndustrial REITs

A Look At Granite Real Estate Investment Trust’s Valuation As It Starts Trading On The OTCQX Best Market

Granite Real Estate Investment Trust (TSX:GRT.UN) has begun trading on the OTCQX Best Market under the symbol GRTUF. This gives U.S. investors another way to access the Canadian industrial REIT. See our latest analysis for Granite Real Estate Investment Trust. The OTCQX move comes after Granite REIT closed a CA$6.061 million shelf offering in October 2024. The recent trading data points to building momentum, with a 30-day share price return of 11.98%, a 90-day share price return of 12.95%,...
TSX:SII
TSX:SIICapital Markets

Assessing Sprott (TSX:SII) Valuation After Record AUM And Safe Haven ETF Momentum

Sprott (TSX:SII) ended 2025 with assets under management at an all time high, supported by its precious metals, critical materials, and mining company ETFs as investors responded to geopolitical and economic uncertainties. See our latest analysis for Sprott. That backdrop has been reflected in the market, with Sprott’s share price at CA$146.85 and a strong 30 day share price return of 14.46% adding to a 90 day gain of 26.67%. The 1 year total shareholder return of 153% and 5 year total...
TSX:TFPM
TSX:TFPMMetals and Mining

Triple Flag Precious Metals (TSX:TFPM) Is Up 8.8% After Earnings And AI Signal Strengthening Narrative

In recent days, commentary on Triple Flag Precious Metals Corp. has highlighted strong year-over-year gains in earnings per share, improving profit margins, and solid sales growth, alongside a share price uptrend that aligns with the Minervini Trend Template. An interesting angle for investors is how AI-generated trading signals rate the company as strong over near and long-term horizons, underscoring persistent buying interest amid mixed views on valuation versus peers. With this backdrop...
TSX:WFG
TSX:WFGForestry

West Fraser Timber (TSX:WFG) Valuation After Large Lumber Goodwill Impairment And 2026 Guidance

West Fraser Timber (TSX:WFG) has drawn investor attention after disclosing an expected $409 million non-cash impairment of goodwill in its Lumber segment for Q4 2025, linked to a prolonged lumber market downturn. See our latest analysis for West Fraser Timber. The goodwill impairment news comes after a sharp bounce in the share price, with a 1-day share price return of 6.96% and 7.08% year to date. The 1-year total shareholder return decline of 23.14% and roughly flat 3-year total shareholder...
TSXV:QNC
TSXV:QNCSemiconductor

Is Quantum eMotion (TSXV:QNC) Quietly Building a Security Moat With KrownDEX and FIPS 140-3 Progress?

In recent days, the Krown Network’s live blockchain launch incorporated Quantum eMotion’s QRNG2 engine to supply quantum-resistant entropy for securing its decentralized exchange, KrownDEX. This integration, alongside Quantum eMotion’s progress toward FIPS 140-3 certification, signals growing real-world adoption of its quantum random number generation technology in high-security infrastructures. We will now examine how the Krown Network integration and FIPS 140-3 progress shape Quantum...
TSX:KXS
TSX:KXSSoftware

Should CEO Transition to AI-Focused Leader Require Action From Kinaxis (TSX:KXS) Investors?

Kinaxis Inc. has appointed Razat Gaurav as Chief Executive Officer, effective January 12, 2026, with Gaurav also joining the company’s Board of Directors, while interim CEO Bob Courteau returns to his role as non-executive Board Chair. Gaurav’s prior leadership in deploying advanced AI platforms and scaling global supply chain software businesses introduces a new emphasis on AI-driven supply chain orchestration at Kinaxis. Next, we’ll examine how Gaurav’s AI-focused supply chain background...
TSX:DSG
TSX:DSGSoftware

The Bull Case For Descartes Systems Group (TSX:DSG) Could Change Following Tariff-Driven U.S. Import Volatility

Earlier this week, supply chain technology provider Descartes Systems Group reported that U.S. container imports fell 5.9% in December, leaving 2025 volumes 0.4% lower than 2024 as tariff policies reshaped trade flows and stoked inflation concerns. Descartes also highlighted that importers had pushed shipments up 10% early in 2025 to get ahead of possible new tariffs, underscoring how its logistics data tracks real-time reactions to shifting trade policy. We’ll now examine how Descartes’...