TSX:BAM
TSX:BAMCapital Markets

Does Brookfield Asset Management’s Fee Focus Justify Its Current Valuation After Recent Share Weakness?

If you are wondering whether Brookfield Asset Management is a bargain or a value trap at today's price, you are not alone. This article walks through exactly what the numbers are saying. The stock has drifted lately, up just 0.4% over the last week and down 3.0% over 30 days, leaving it about 5.7% lower year to date and roughly 6.4% below where it was a year ago, despite a strong 81.6% gain over three years. Those mixed returns come as Brookfield keeps leaning into its asset light, fee...
TSX:CG
TSX:CGMetals and Mining

What Centerra Gold (TSX:CG)'s US$25M Crane Creek Earn-In Option Means For Shareholders

Headwater Gold recently announced a definitive earn-in agreement allowing a Centerra Gold subsidiary to spend up to US$25,000,000 to earn as much as a 70% interest in the fully permitted Crane Creek gold project in Idaho. The staged earn-in, which includes a firm US$2,500,000 exploration commitment and a path to 70% ownership via a preliminary economic assessment, deepens Centerra’s North American exploration pipeline and project optionality. We’ll now examine how Centerra’s option to fund...
TSX:TRP
TSX:TRPOil and Gas

TC Energy (TSX:TRP): Reassessing Valuation After Shares Climb 18% Over the Past Year

TC Energy (TSX:TRP) has quietly pushed higher, with the stock up about 12% year to date and roughly 18% over the past year, prompting investors to reassess its long term income and growth appeal. See our latest analysis for TC Energy. That steady climb has been underpinned by improving sentiment toward pipeline operators, with TC Energy’s 30 day share price return of 7.57 percent and 1 year total shareholder return of 17.62 percent suggesting momentum is gradually rebuilding after earlier...
TSX:MHC.UN
TSX:MHC.UNResidential REITs

Global Market's Top 3 Undervalued Small Caps With Insider Action

In recent weeks, global markets have experienced notable shifts, with small-cap stocks leading the charge as the Russell 2000 Index advanced by 5.52%, outperforming their large-cap counterparts. Amidst this backdrop of dovish Federal Reserve signals and a mixed economic landscape, identifying promising small-cap opportunities requires careful consideration of market dynamics and insider actions that may suggest potential value.
TSXV:AUMB
TSXV:AUMBMetals and Mining

How 1911 Gold’s C$23 Million Flow-Through Financing At 1911 Gold (TSXV:AUMB) Has Changed Its Investment Story

Earlier this month, 1911 Gold Corporation closed a large private placement, issuing various flow-through and non-flow-through units to raise about C$23,001,103 in gross proceeds. The mix of Canadian development and exploration expense flow-through units, alongside insider participation, signals a clear focus on funding both near-term project work and longer-term exploration. Next, we’ll examine how this substantial capital raise, particularly the flow-through financing structure, shapes 1911...
TSX:SLF
TSX:SLFInsurance

How Sun Life’s C$1 Billion Tier 2 Debenture Issue Will Impact Sun Life Financial (TSX:SLF) Investors

In early December 2025, Sun Life Financial Inc. issued C$1 billion of Series 2025-2 subordinated unsecured 4.56% fixed/floating debentures due 2040 in Canada, structured as callable, Tier 2-eligible, unsecured corporate bonds priced at 99.928% of par. The company plans to use the proceeds for general corporate purposes, including potential completion of its BentallGreenOak and Crescent Capital Group LP ownership, further subsidiary investments, debt repayment, and other growth initiatives,...
TSX:BB
TSX:BBSoftware

BlackBerry (TSX:BB) Valuation Check After QNX Sound Win With Leading Chinese Luxury EV Maker

BlackBerry (TSX:BB) just landed a meaningful design win for its QNX Sound platform with a leading Chinese automaker, securing a spot in next generation luxury EVs and pushing its automotive software story forward. See our latest analysis for BlackBerry. That backdrop helps explain why BlackBerry’s share price, now at $5.93, shows a solid 90 day share price return of 10.43% and a standout 1 year total shareholder return of 62.02%. This suggests momentum is rebuilding after recent...
TSX:X
TSX:XCapital Markets

TMX Group (TSX:X) Valuation Check After Recent Pullback and Year-to-Date Share Price Gains

TMX Group (TSX:X) has had an interesting stretch lately, with the stock up about 15% this year but slipping roughly 6% over the past 3 months, leaving investors rechecking their expectations. See our latest analysis for TMX Group. The recent pullback largely reflects investors cooling on exchange operators after a strong run, even though TMX’s year-to-date share price return remains solid and its multi-year total shareholder returns point to durable, if slower building, momentum. If TMX’s...
TSX:TFII
TSX:TFIITransportation

Is TFI International’s (TSX:TFII) Tight LTL Capacity Advantage Masking Deeper Freight-Demand Risks?

Recent commentary highlighted TFI International’s ability to manage weak freight demand, inflation, and softer consumer spending through careful fleet management and strong liquidity, while also benefiting from tightening less-than-truckload (LTL) capacity as bankruptcies thin out competitors. This combination of operational resilience and improving LTL industry undercapacity is drawing attention to how TFI might maintain pricing power despite a challenging freight backdrop. Next, we’ll...
TSX:GIB.A
TSX:GIB.AIT

CGI (TSX:GIB.A): Assessing Valuation After This Year’s Share Price Reset

What is happening with CGI shares right now CGI (TSX:GIB.A) has slid about 19% this year even as revenue and net income keep growing at mid single digit and high single digit rates, which sets up an interesting valuation reset. See our latest analysis for CGI. Despite the drop this year, the recent 1 month share price return of 6.23% and 1 week rebound suggest sentiment may be stabilizing as investors re weigh CGI’s steady fundamentals. If CGI’s reset has you rethinking your tech exposure, it...
TSX:CSU
TSX:CSUSoftware

Is Now the Moment to Reassess Constellation Software After a 25% Slide in 2025?

Wondering if Constellation Software’s recent slide has finally opened a genuine value window, or if it is just a trap for latecomers? This article is going to walk through that question in plain language. The stock is down 3.1% over the last week, 5.5% over the last month and a hefty 25.3% year to date, even though the 3 year and 5 year returns are still up 64.6% and 122.2% respectively. Recent coverage has focused on Constellation’s continued appetite for niche software acquisitions and its...
TSX:DOO
TSX:DOOLeisure

BRP (TSX:DOO) Q3 2026 Margin Compression Tests Bullish Recovery Narrative

BRP (TSX:DOO) has just posted its Q3 2026 numbers with revenue of about CA$1.9 billion and basic EPS of CA$0.79, setting the stage against last year’s Q3 revenue of roughly CA$2.0 billion and EPS of CA$0.38. Over the past few quarters the top line has moved between about CA$1.8 billion and CA$2.4 billion while quarterly EPS has ranged from around CA$0.38 to CA$2.21, giving investors a choppy but data rich view of the earnings power behind the brand. Against that backdrop, the focus now shifts...
TSX:CM
TSX:CMBanks

CIBC (TSX:CM) Net Interest Margin Gain Reinforces Bullish Profitability Narratives in Q3 2025

Canadian Imperial Bank of Commerce (TSX:CM) has put up another solid quarter, with Q3 2025 revenue of CA$6.7 billion and basic EPS of CA$2.16 as net income excluding extra items reached CA$2.0 billion. The bank has seen revenue move from CA$6.2 billion in Q4 2024 to CA$6.7 billion in Q3 2025, while trailing 12 month basic EPS climbed from CA$7.29 to CA$8.31, giving investors a cleaner read on how earnings power is tracking through the year. With net interest margin at 1.58% and costs holding...