TSX:NG
TSX:NGMetals and Mining

What NovaGold Resources (TSX:NG)'s Donlin Assays and FAST-41 Win Mean For Shareholders

NovaGold Resources has reported final assay results from its 2025 Donlin Gold drill program and key permitting advances, including FAST-41 acceptance and an Alaska Supreme Court ruling upholding water rights and a state pipeline right-of-way, marking meaningful progress for what it anticipates could become America’s largest gold mine. By combining high-grade drill intersections with a clearer federal permitting pathway and a forthcoming Bankable Feasibility Study, the company is tightening...
TSX:FFH
TSX:FFHInsurance

Fairfax Financial (TSX:FFH) Valuation After $300m Preferred Share Redemption Plan and Capital Structure Shift

Fairfax Financial Holdings (TSX:FFH) has put a spotlight on its capital structure, confirming plans to redeem all outstanding Series I and Series J preferred shares for about CAD 300 million at the end of December 2025. See our latest analysis for Fairfax Financial Holdings. That capital return move lands after a solid run, with Fairfax’s share price still up a robust year to date and a remarkable multi year total shareholder return that indicates long term momentum remains firmly intact...
TSX:CM
TSX:CMBanks

How Investors Are Reacting To Canadian Imperial Bank of Commerce (TSX:CM) Earnings Beat And Dividend Hike

Canadian Imperial Bank of Commerce recently reported full-year net income of C$8.43 billion for the period ended October 31, 2025, with basic earnings per share from continuing operations rising to C$8.62, and announced a quarterly common dividend increase to C$1.07 per share. Alongside this earnings strength, CIBC is reshaping its leadership in technology, data, AI, and human resources, highlighting a focus on modernization and culture while also tapping fixed-income markets with new senior...
TSX:GIB.A
TSX:GIB.AIT

CGI Valuation After Share Price Pullback and New Digital Transformation Contracts

If you have been wondering whether CGI is quietly turning into a value opportunity after a rough stretch, you are not alone. That is exactly what we are going to unpack. The stock is up 2.6% over the last week and 1.2% over the last month, but it still sits around 18.9% lower year to date and 19.7% below where it was a year ago, despite posting 3 year and 5 year gains of 10.6% and 33.1%. Recent headlines have focused on CGI expanding its digital transformation and IT services footprint...
TSX:EFR
TSX:EFROil and Gas

Why Energy Fuels (TSX:EFR) Is Up 6.6% After Uranium Demand Jumps On Nuclear Interest – And What's Next

Recently, Energy Fuels Inc. emerged as a top gainer on the Toronto Stock Exchange, as investors reacted to renewed global uranium demand and growing interest in nuclear energy as a lower-carbon power source. This surge in attention highlights how Energy Fuels’ uranium extraction and recovery focus is aligning with policy and industry momentum toward sustainable energy solutions, despite ongoing profitability pressures. We’ll now examine how this renewed uranium enthusiasm and focus on...
TSX:NPI
TSX:NPIRenewable Energy

Northland Power (TSX:NPI): Valuation Check After Director’s 7,000-Share Insider Purchase

A director at Northland Power (TSX:NPI) just bought 7,000 common shares, a fresh insider purchase that naturally raises the question: is the market underappreciating this dividend paying renewables name? See our latest analysis for Northland Power. That insider purchase comes after a tough stretch for the stock, with a roughly 32 percent 1 month share price return decline and multi year total shareholder returns still deeply negative. This suggests sentiment may be washed out even as...
TSX:NGD
TSX:NGDMetals and Mining

Has New Gold’s 182% Surge in 2024 Run Ahead of Its Fundamentals?

Wondering if New Gold is still a smart buy after its huge run, or if you have already missed the boat? This breakdown will help you decide whether the current price still stacks up against its fundamentals. The stock has been on a wild ride, up 181.7% year to date and 167.6% over the last year, even after a recent 6.7% pullback in the past week and an 11.1% gain over the last month. That surge has come as investors have piled into gold and copper names, with New Gold riding the wave of...
TSX:SGD
TSX:SGDMetals and Mining

Snowline Gold (TSX:SGD) Is Up 6.1% After Expanding Yukon Deposit And TSX Uplisting Plan - Has The Bull Case Changed?

In late November 2025, Snowline Gold announced additional drill results from its Rogue and Einarson projects in Yukon, confirming and expanding gold mineralization at the Valley deposit and identifying a new mineralized zone near the intrusion’s eastern margin. These results, alongside progress toward a future Prefeasibility Study and an upcoming move from the TSX Venture Exchange to the Toronto Stock Exchange, suggest the company is transitioning from early exploration toward more advanced...
TSX:FVI
TSX:FVIMetals and Mining

Is Fortuna Mining’s (TSX:FVI) Séguéla Expansion Study Quietly Redefining Its Risk And Growth Balance?

In recent days, Fortuna Mining Corp. awarded Lycopodium Minerals Canada Ltd. a contract to study expanding the Séguéla Mine processing plant in Côte d’Ivoire, targeting a 15–40% increase in throughput and the potential to lift annual gold output above 200,000 ounces. This move underscores Fortuna’s push toward 500,000 ounces of annual gold equivalent production within three years, highlighting Séguéla’s central role in its growth and asset-concentration risk profile. We’ll now examine how...
TSX:CCO
TSX:CCOOil and Gas

Will Cameco’s (TSX:CCO) Nuclear Platform Push at Resourcing Tomorrow Change Its Investment Narrative?

Cameco Corporation recently presented at the Mines and Money @ Resourcing Tomorrow conference in London, with Global Managing Director Dominic Kieran outlining the company’s role across uranium supply, fuel services, and Westinghouse-linked technologies. This appearance highlighted how Cameco is increasingly positioned as a multi-layered nuclear energy supplier, tying together long-duration reactor demand, fuel security, and value-added services within one integrated platform. We’ll now...
TSX:SU
TSX:SUOil and Gas

Evaluating Suncor Energy (TSX:SU)’s Valuation After Strong Q3 Beat, Guidance Hike and Dividend Increase

Suncor Energy (TSX:SU) just delivered a quarterly update that checked several key boxes for investors, with an earnings beat, record upstream output, higher guidance, and a dividend bump all arriving at once. See our latest analysis for Suncor Energy. Those solid fundamentals help explain why, despite a recent pullback and a 1 day share price return of minus 2.05 percent, Suncor still boasts a strong year to date share price return alongside a robust multi year total shareholder return. This...
TSX:IVN
TSX:IVNMetals and Mining

Has the Copper Rebound Made Ivanhoe Mines Too Pricey in 2025?

Wondering if Ivanhoe Mines is a bargain after all the buzz, or if the market already sees what you are hoping to find? This breakdown is designed to cut through the noise and focus squarely on value. Despite being down 14.6% year to date and 24.4% over the last year, the stock has clawed back some ground with a 14.0% gain over the past month and a small 0.7% rise in the last week. Those swings have come as investors refocus on Ivanhoe's long term copper growth story and its portfolio of tier...
TSX:MDA
TSX:MDAAerospace & Defense

How Investors Are Reacting To MDA Space (TSX:MDA) New Debt Deal And RADARSAT+ Contract Win

MDA Space Ltd. recently completed the pricing of a C$250 million private placement of 7.00% senior unsecured notes due 2030, while also securing a C$44.7 million Canadian government contract for long lead parts for a RADARSAT Constellation Mission replenishment satellite under the RADARSAT+ Earth observation initiative. The Canadian government’s stated intention to have MDA Space build, test, and launch the replenishment satellite, plus its inclusion in a concept study for a next-generation...
TSX:BN
TSX:BNCapital Markets

Brookfield (TSX:BN) Valuation Check After $11 Billion AI Data Center Expansion in India

Brookfield (TSX:BN) is back on investors radar after stepping into Digital Connexions, a Reliance joint venture planning to pour $11 billion into AI driven data centers in Indias Andhra Pradesh. See our latest analysis for Brookfield. Despite a soft 1 day share price return of 1.01 percent to about 64.54 dollars, Brookfield’s 16.79 percent year to date share price return and triple digit multi year total shareholder returns suggest momentum is still building as investors warm to its AI...
TSX:SSRM
TSX:SSRMMetals and Mining

SSR Mining (TSX:SSRM): Reassessing Valuation as Turkish Mine Reopening Speculation and Gold Upside Build

Renewed focus on SSR Mining amid Turkish mine reopening speculation SSR Mining (TSX:SSRM) is back in focus as traders weigh the potential reopening of its Turkish mine, previously hit by a dam collapse, in the context of a more favourable gold price environment and improving production visibility. See our latest analysis for SSR Mining. That backdrop helps explain why, despite a choppy recent stretch including a 1 week share price return of minus 11.1%, SSR Mining still boasts a powerful year...
TSX:ATD
TSX:ATDConsumer Retailing

How Alimentation Couche-Tard’s Earnings Beat, Dividend Hike, and Buyback Will Impact (TSX:ATD) Investors

In November 2025, Alimentation Couche-Tard reported higher quarterly net income of US$740.6 million and earnings per share of US$0.79, lifted its quarterly dividend to C$0.215, and completed a C$1.19 billion buyback of 22,700,000 shares representing 2.39% of its float. Together, rising profits, a 10.3% dividend increase, and meaningful share repurchases highlight management’s emphasis on returning capital to shareholders while signaling confidence in the business. Next, we’ll examine how...
TSX:STN
TSX:STNConstruction

Stantec (TSX:STN) Valuation After Major €27.7m European Commission Sustainable Energy Contract Win

Stantec (TSX:STN) just landed a major win in Europe, securing the second phase of the European Commission’s Global Technical Assistance Facility for Sustainable Energy, a multiyear contract worth roughly €27.7 million. See our latest analysis for Stantec. Despite the recent pullback, with a 1 month share price return of negative 15.62 percent, Stantec’s year to date share price return of 16.3 percent and 5 year total shareholder return of 231.28 percent suggest long term momentum is still...
TSX:ENB
TSX:ENBOil and Gas

How Enbridge’s 3% Dividend Hike And 2026 Capital Plan At Enbridge (TSX:ENB) Has Changed Its Investment Story

Enbridge Inc. has already declared a quarterly dividend of C$0.97 per common share, payable on March 1, 2026, a 3% increase that extends its dividend growth streak to 31 consecutive years, alongside updated guidance for 2026 cash flows and capital spending. The Board also set detailed preferred share dividends and outlined about C$10 billion of 2026 growth capital, signaling continued emphasis on pipeline and gas utility expansion funded without new external equity. We’ll now examine how...
TSX:FM
TSX:FMMetals and Mining

How Investors Are Reacting To First Quantum Minerals (TSX:FM) Insider Share Purchases By Management

Earlier this week, First Quantum Minerals reported insider share purchases by members of its management team, underscoring internal support for the miner’s diversified copper, nickel, and gold operations. Because insiders tend to have detailed knowledge of operational and project risks, their decision to buy shares often carries extra informational weight for outside investors. We’ll now explore how this insider buying activity may shape First Quantum Minerals’ investment narrative,...
TSX:GSY
TSX:GSYConsumer Finance

Assessing goeasy’s (TSX:GSY) Valuation as CEO Succession Plan Shifts Leadership to Patrick Ens

goeasy (TSX:GSY) is back in focus after announcing a planned CEO handoff, with Dan Rees stepping down for health reasons and easyfinancial President Patrick Ens set to take the reins on January 1, 2026. See our latest analysis for goeasy. The leadership announcement lands after a rough stretch for the stock, with the 30 day share price return at minus 23.79 percent and the 1 year total shareholder return at minus 23.97 percent. This suggests momentum has clearly cooled despite still positive...
TSX:VNP
TSX:VNPChemicals

A Look at 5N Plus (TSX:VNP)’s Valuation as Materials Science Demand Lifts Interest in Its Specialty Compounds

Growing interest in 5N Plus amid shifting materials science landscape Rising attention on advanced materials has pushed 5N Plus (TSX:VNP) into the spotlight, as investors connect its ultra pure specialty compounds with broader demand for semiconductors, renewable energy technologies, and high performance industrial applications. See our latest analysis for 5N Plus. After a strong run that has lifted the share price to $19.66, 5N Plus has cooled slightly in the past month, but a robust 90 day...
TSX:DSV
TSX:DSVMetals and Mining

Discovery Silver (TSX:DSV) Valuation After TSX Smallcap Rally and Growing Focus on Cordero Project

Discovery Silver (TSX:DSV) has pushed its rally further as the TSX Smallcap Index gains ground, drawing fresh attention to how the Cordero project in Chihuahua might reshape the company’s long term production profile. See our latest analysis for Discovery Silver. That momentum has not come out of nowhere, with the stock logging a roughly 55 percent 1 month share price return and a huge year to date share price gain. The 1 year total shareholder return above 800 percent shows how dramatically...
CNSX:ACT
CNSX:ACTSoftware

Aduro Clean Technologies (CNSX:ACT) Valuation After ECOCE Recycling Collaboration and Strong Recent Share Price Gains

Aduro Clean Technologies (CNSX:ACT) just signed a multi year collaboration with Mexican environmental association ECOCE to test its Hydrochemolytic Technology on difficult mixed plastic waste, a move that could reshape its commercial pipeline in Latin America. See our latest analysis for Aduro Clean Technologies. That backdrop helps explain why the stock’s momentum has accelerated, with a roughly 32 percent 3 month share price return, a 119 percent year to date share price return, and a...
TSX:TRI
TSX:TRIProfessional Services

Thomson Reuters (TSX:TRI) Valuation Check After New AI Research Lab and Legal Tech Toolkit Launch

Thomson Reuters (TSX:TRI) is back in focus after unveiling a multi year Frontier AI research lab with Imperial College London, alongside a new Value Alignment Strategic Toolkit for in house legal teams navigating rapid technological change. See our latest analysis for Thomson Reuters. Those AI and legal tech moves arrive after a tough stretch for the stock, with a roughly 22.9 percent 3 month share price return decline. At the same time, a still solid 5 year total shareholder return near...