TSX:SES
TSX:SESOil and Gas

Is SECURE Waste (TSX:SES) Prioritizing Buybacks Over Core Growth in a Challenging Earnings Period?

SECURE Waste Infrastructure Corp. recently reported its second-quarter 2025 results, posting sales of CA$2.47 billion and net income of CA$31 million, both down slightly from the previous year, while announcing the completion of a 3.17% share buyback under its ongoing repurchase program. The sharp drop in net income for the six-month period and progress on share repurchases have focused market attention on how the company is balancing operational performance with capital allocation. We will...
TSX:PXT
TSX:PXTOil and Gas

How Rising Net Income Amid Lower Production at Parex Resources (TSX:PXT) Has Changed Its Investment Story

Parex Resources recently reported a rise in net income for the second quarter and first half of 2025, alongside the reaffirmation of its regular quarterly dividend at CA$0.385 per share and the completion of a share buyback tranche totaling 630,000 shares for US$6.1 million. This combination of improved profitability and ongoing shareholder returns signals management's ability to maintain financial resilience and capital discipline, even as revenue and total oil production have declined...
TSX:CCO
TSX:CCOOil and Gas

Cameco (TSX:CCO) Is Up 5.3% After Robust Q2 Earnings and Leadership Changes Has The Bull Case Changed?

Cameco Corporation recently reported its second quarter and half-year 2025 results, showcasing a substantial rise in net income and earnings per share year over year, alongside executive leadership changes including the appointment of a new CFO and president/COO. While uranium production volumes declined compared to last year, improved profits and increased fuel services output contributed to the positive earnings performance, highlighting Cameco's ability to generate stronger financial...
TSX:IVN
TSX:IVNMetals and Mining

Why Ivanhoe Mines (TSX:IVN) Maintained Guidance After Record Output and Seismic Disruptions

Ivanhoe Mines released its second quarter and first half 2025 results, highlighting record copper output at Kamoa-Kakula prior to May's seismic activity and record ore throughput and zinc grades at Kipushi, along with financial disclosures including US$96.76 million in sales and US$44.05 million in net income for the quarter. An important insight is that despite operational disruptions, Ivanhoe Mines maintained its revised annual production guidance for both Kamoa-Kakula and Kipushi,...
TSX:CPX
TSX:CPXRenewable Energy

Does Capital Power’s (TSX:CPX) Dividend Hike Reflect Enduring Confidence Despite a Swing to Losses?

Capital Power Corporation reported its second-quarter 2025 financial results in late July, posting sales of CA$407 million and a net loss of CA$132 million, compared to a net income of CA$75 million in the same period last year. Despite the decline in financial performance, Capital Power’s board announced a 6% increase to its quarterly common share dividend, signaling an ongoing commitment to shareholder returns. We’ll explore how the shift from profitability to a net loss shapes Capital...
TSX:K
TSX:KMetals and Mining

Kinross Gold (TSX:K) Is Up 16.9% After Strong Q2 Earnings and Maintained 2025 Outlook – Has the Bull Case Changed?

Earlier this month, Kinross Gold Corporation reaffirmed its 2025 production guidance after reporting strong second quarter earnings, with net income for the quarter rising to US$530.7 million and the board declaring a US$0.03 per share dividend, while also completing a share buyback of over 15 million shares. An interesting insight is that the company managed to surpass analyst expectations on revenue and earnings margins, despite a modest year-on-year dip in production volume, signaling...
TSX:AIF
TSX:AIFReal Estate

Can Altus Group’s (TSX:AIF) Revised Guidance Reshape Investor Confidence in Its Long-Term Vision?

Altus Group reported improved second-quarter earnings and sales results, affirmed a quarterly dividend of CA$0.15 per share, but also lowered its full-year revenue growth guidance due to persistent macroeconomic challenges. While the company’s quarterly performance showed stronger profitability, the tempered revenue outlook highlights management’s caution amid interest rate and trade uncertainties. We'll examine how Altus Group’s better earnings, alongside a lowered revenue forecast, impact...