TSX:CVE
TSX:CVEOil and Gas

Does Cenovus Energy's (TSX:CVE) MEG-Driven 2026 Output Plan Reframe Its Margin Priorities?

Cenovus Energy recently issued fourth-quarter 2025 and full-year 2026 guidance, projecting upstream production of 910,000–920,000 BOE/d in late 2025 and 945,000–985,000 BOE/d in 2026, alongside downstream crude throughput of 430,000–450,000 bbls/d and about US$80 million of MEG-related transaction expenses. The company also plans to accelerate certain one-time benefits from the MEG acquisition into 2025, while an options trading surge in its stock highlights increased investor focus on how...
TSXV:ODV
TSXV:ODVMetals and Mining

Osisko Development (TSXV:ODV): Valuation Check After Major Cariboo Drilling Program and Shelf Registration Update

Osisko Development (TSXV:ODV) just doubled down on its flagship Cariboo Gold Project, rolling out a fully funded 70,000 meter exploration program alongside fresh Lowhee Zone infill results that aim to tighten up its resource picture. See our latest analysis for Osisko Development. The combination of a fully funded 70,000 meter campaign, ongoing Lowhee infill drilling and the recently closed shelf registration appears to be feeding into rising optimism, with the share price at CA$5.15 and a...
TSX:OLA
TSX:OLAMetals and Mining

Is It Too Late To Consider Orla Mining After Its 127.8% Surge In 2025?

Wondering if Orla Mining is still worth buying after its big run up, or if the easy money has already been made? This breakdown will help you decide whether the current price still lines up with the underlying value. The stock has been on a tear, climbing 7.7% over the last week, 8.6% over the last month, and a massive 127.8% year to date, with a 144.5% gain over the past year and 242.0% over three years that has clearly changed how the market sees its risk and growth profile. Recent news...
TSX:OR
TSX:ORMetals and Mining

Has the Market Already Priced In OR Royalties Remarkable 2025 Rally?

If you are wondering whether OR Royalties is still a smart buy after its big run, or if the easy money has already been made, you are not alone. Let us break down what the market might be pricing in. The stock has slipped about 1.2% over the last week, but is still up 5.3% over 30 days, 82.6% year to date and 88.8% over the past year. Gains of more than 200% over three years and nearly 229% over five years hint at a major re-rating of expectations. Behind those moves, investors have been...
TSX:PBH
TSX:PBHFood

Assessing Premium Brands Holdings (TSX:PBH)’s Valuation After Its Recent Share Price Run-Up

Premium Brands Holdings stock moves Premium Brands Holdings (TSX:PBH) has quietly delivered a solid run this year, with the share price climbing about 26% year to date and roughly 12% over the past month. See our latest analysis for Premium Brands Holdings. That climb has come with some real momentum, with a 12.15% one month share price return building on a 26.37% year to date share price gain and a 33.79% one year total shareholder return. This hints that investors are steadily warming to...
TSX:ENGH
TSX:ENGHSoftware

Is Enghouse’s Renewed Deal Focus and Steady Dividend Quietly Rewriting Its Story (TSX:ENGH)?

Enghouse Systems Limited recently reported fourth-quarter and full-year 2025 results showing slightly lower revenue of CA$124.48 million for the quarter and CA$498.88 million for the year, alongside modest declines in net income and earnings per share. At the same time, the Board affirmed a CA$0.30 quarterly dividend and management signalled a stronger emphasis on acquisitions and share buybacks over larger dividend increases. Against this backdrop of softer earnings and a reaffirmed CA$0.30...
TSX:SXGC
TSX:SXGCMetals and Mining

Southern Cross Gold (TSX:SXGC): Assessing Valuation After a Strong 175% Year-to-Date Share Price Rally

Southern Cross Gold Consolidated (TSX:SXGC) has quietly turned into one of the stronger movers on the TSX, with the stock up about 6% today and roughly 25% over the past month. See our latest analysis for Southern Cross Gold Consolidated. With the share price now at CA$8.84 and a year to date share price return of about 175%, the recent 30 day share price return of roughly 25% suggests momentum is still building as investors warm to its exploration story and risk profile. If you are looking...
TSX:BAM
TSX:BAMCapital Markets

Brookfield Asset Management (TSX:BAM): Assessing Valuation After Recent Share Price Underperformance

Brookfield Asset Management (TSX:BAM) has quietly underperformed this year, with the stock down about 8% year to date even as its underlying business continues to post double digit revenue and net income growth. See our latest analysis for Brookfield Asset Management. That disconnect shows up in the tape too, with the shares sitting at $72.11 after a roughly 8% year to date share price decline. Even so, the three year total shareholder return of about 110% still signals strong long term...
TSX:ORE
TSX:OREMetals and Mining

A Look at Orezone Gold (TSX:ORE) Valuation After First Gold Pour From Bomboré Hard Rock Expansion

Orezone Gold (TSX:ORE) just hit a key operational milestone, delivering its first gold pour from the new 2.5Mtpa hard rock expansion at Bomboré. That is what has the stock back in focus. See our latest analysis for Orezone Gold. That milestone seems to be feeding into a strong trend, with the share price at $1.79 after a powerful year to date share price return of 171.21% and a 1 year total shareholder return of 198.33%. This suggests momentum is still building as investors price in higher...
TSX:MG
TSX:MGAuto Components

Assessing Magna International (TSX:MG) After Its Recent Share Price Rebound

Recent momentum in Magna International shares Magna International (TSX:MG) has quietly climbed about 11% over the past month and roughly 24% year to date, a move that has investors asking whether this rebound still has room to run. See our latest analysis for Magna International. That recent 10.8% one month share price return and 24.2% year to date move suggests momentum is building as investors warm to Magna’s improving earnings trajectory and potential upside from vehicle electrification...
TSX:TA
TSX:TARenewable Energy

TransAlta (TSX:TA) Ordered To Extend Coal Use While Funding Gas Shift

The U.S. Department of Energy has ordered TransAlta to keep its Centralia Unit 2 coal plant running beyond its planned retirement. The order overlaps with TransAlta’s agreement to convert Centralia to natural gas under a long term tolling deal with Puget Sound Energy. TransAlta has completed a sizable senior notes issuance and moved to temporarily mothball Sheerness Unit 1. TransAlta (TSX:TA), currently trading around CA$17.245, is navigating these operational changes after a sharp...
TSX:LUN
TSX:LUNMetals and Mining

Lundin Mining (TSX:LUN) Valuation Check After Fresh Analyst Focus on Copper Growth and Integration Strategy

Lundin Mining (TSX:LUN) has jumped back onto investors radar after fresh analyst coverage spotlighted its big copper growth pipeline and integration plans, at a time when electrification and infrastructure themes keep tightening the copper narrative. See our latest analysis for Lundin Mining. The backdrop to this renewed attention is a powerful rally, with Lundin Mining delivering a roughly 122% year to date share price return and a 137% one year total shareholder return. This suggests...
TSX:STN
TSX:STNConstruction

Stantec (TSX:STN): Valuation Check as Oversold Signals Meet Steady Earnings and Rebound Expectations

Stantec (TSX:STN) has slipped in recent weeks, and that pullback is catching attention as some see the stock drifting into oversold territory just as its earnings strength and fundamentals stay intact. See our latest analysis for Stantec. Even with the recent pullback and a 90 day share price return of negative 15.24 percent, Stantec’s longer term total shareholder returns, including a 105.50 percent three year gain, still point to solid underlying momentum rather than a broken story. If...
TSX:AG
TSX:AGMetals and Mining

Is First Majestic Silver’s 159% Rally in 2025 Backed by Fundamentals?

If you are wondering whether First Majestic Silver is still a smart buy after its huge run up, or if you are late to the party, this breakdown will help you decide whether the current price makes sense or is getting ahead of fundamentals. The stock has cooled slightly with a 4.0% pullback over the last week, but that comes after a powerful 35.9% jump over the past month and an eye catching 158.7% gain year to date, building on a 183.9% return over the last year. Recent moves in silver...
TSX:VET
TSX:VETOil and Gas

Assessing Vermilion Energy’s Valuation After 20% Slide Amid Sector Volatility

Wondering if Vermilion Energy is a genuine bargain or a value trap at today’s price? Let us walk through what the numbers are really saying before you make up your mind. The stock has slipped recently, down about 6.3% over the last week, 11.5% over the last month, and nearly 19.7% year to date, even though it is still up 123.0% over five years. Those moves come against a backdrop of shifting sentiment in the energy sector, as investors weigh softer commodity prices against longer term demand...
TSX:PAAS
TSX:PAASMetals and Mining

Does Record Cash Flow And Rising Output Guidance Change The Bull Case For Pan American Silver (TSX:PAAS)?

In recent months, Pan American Silver Corp. reported a record free cash flow quarter, raised its dividend, increased 2025 silver production guidance while lowering costs, and expanded its footprint through a larger stake in Galleon Gold and ongoing exploration successes, including resource-expanding drill results at Juanicipio. These operational gains, combined with stronger geological interpretations and a premium industry ranking, have reinforced Pan American Silver’s role as a key...
TSX:DIR.UN
TSX:DIR.UNIndustrial REITs

Dream Industrial REIT (TSX:DIR.UN): Taking Stock of Its Valuation After a Quiet 6% Weekly Climb

Dream Industrial Real Estate Investment Trust (TSX:DIR.UN) has quietly pushed higher over the past week, adding about 6% and extending its solid year to date. Let us unpack what is driving that momentum. See our latest analysis for Dream Industrial Real Estate Investment Trust. That recent 7 day share price return of 5.9% builds on a steady year to date share price gain of 5.4%, while the 1 year total shareholder return of 11.2% signals quietly improving sentiment toward Dream Industrial’s...
TSX:CCO
TSX:CCOOil and Gas

Is It Too Late To Consider Cameco After Its Huge 2025 Share Price Surge?

If you are wondering whether Cameco is still a smart buy after its huge run, or if the easy money has already been made, you are not alone. That is exactly what we are going to unpack here. Despite a recent 9.5% pullback over the last week and a flat 0.3% move over the last month, Cameco is still up 55.9% year to date and 56.4% over the past year, with 3 year and 5 year gains of 291.5% and 577.8% respectively. These moves have come against a backdrop of growing investor focus on nuclear...
TSX:TD
TSX:TDBanks

Is It Too Late To Consider TD Bank After Its 64% Surge In 2025?

If you are wondering whether Toronto-Dominion Bank is still a smart buy after its huge run up, or if you are late to the party, this breakdown will help you assess whether the current price makes sense or whether the market is getting ahead of itself. TD’s share price has climbed to about CA$125.78, with a 64.4% year-to-date gain and a 77.6% return over the last year, even after a modest 0.5% dip in the past week and a 9.4% rise over the last month. These moves are happening as investors...
TSX:NA
TSX:NABanks

Has National Bank of Canada’s 2025 Rally Run Too Far?

If you are wondering whether National Bank of Canada is still a buy after its big run, you are not alone. This is exactly the stock many value focused investors have on their watchlist right now. The share price has climbed 32.1% year to date and 34.4% over the last year, on top of multiyear gains of 108.2% over 3 years and 187.4% over 5 years, even after a modest 0.5% pullback in the last week and a 6.6% rise over the past month. Recent headlines have focused on National Bank of Canada...
TSX:BDT
TSX:BDTConstruction

Bird Construction (TSX:BDT): Valuation Check After Major Contract Wins and Recurring Revenue Expansion

Bird Construction (TSX:BDT) just landed roughly CA$1.2 billion in new work, including multi year service agreements and fresh industrial project awards, a mix that meaningfully strengthens both its backlog and recurring revenue base. See our latest analysis for Bird Construction. The latest awards appear to be feeding into sentiment, with the stock’s 1 month share price return of 17.85% helping lift year to date gains to 12.05%, while the 3 year total shareholder return of 305.43% underlines...
TSX:MFC
TSX:MFCInsurance

Is It Too Late to Consider Manulife After Its Strong Multi Year Share Price Surge?

Wondering if Manulife Financial is still a smart buy after its big run, or if most of the upside is already priced in? Let us walk through what the market might be missing in the current share price. The stock has climbed 17.9% over the last year and is up 11.7% year to date, adding to an impressive 133.9% gain over three years and 178.8% over five years. At around CA$49.10, it is no longer flying under the radar. Recent headlines have focused on Manulife sharpening its focus on higher...
TSX:FSV
TSX:FSVReal Estate

Does FirstService’s Recent Share Slump Now Present a Fair Valuation Opportunity?

If you are wondering whether FirstService is quietly turning into a bargain or still priced for perfection, this breakdown will help you decide if the current tag on FSV really makes sense. The stock now trades around CA$212, up a modest 0.8% over the last week and 0.6% over the past month, but still down 17.7% year to date and 18.6% over the last 12 months despite a solid 30.2% gain over three years and 25.3% over five. Recently, investors have been reacting to a stream of updates around...
TSX:BTE
TSX:BTEOil and Gas

Is It Too Late to Consider Baytex After Its Ranger Oil Deal and 548% Five Year Surge?

If you are wondering whether Baytex Energy is still good value after its run, you are not alone. This piece will walk through what the current price actually bakes in. Over the last year the stock is up 36.5%, with a 13.9% gain year to date on top of a large 5 year return of 548.5%. This naturally raises the question of how much upside might be left from here. Recent moves in Baytex have been shaped by shifting oil price expectations and ongoing integration work following its Ranger Oil...