TSX:RY
TSX:RYBanks

Is It Too Late to Consider RBC After a 30% Surge and Strong Excess Returns?

If you are wondering whether Royal Bank of Canada is still attractive after such a strong run, or if most of the upside is already reflected in the price, you are not alone. This is exactly what we are going to unpack. The stock has climbed 3.7% over the last week, 9.0% over the past month, and is now up around 30.0% over the last year, with a 154.2% gain over five years that points to both solid historical growth and rising expectations. Recently, investors have been zeroing in on large,...
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.
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: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:EQB
TSX:EQBBanks

EQB (TSX:EQB) Q3: Net Interest Margin Squeeze Challenges Tech-Efficiency Bull Narrative

EQB (TSX:EQB) has just posted its FY 2025 third quarter scorecard, with revenue of about CAD 272.2 million and EPS of CAD 1.91 setting the tone for investors sifting through the latest numbers. Over the past few quarters, the bank has seen revenue move from CAD 305.9 million in Q3 2024 to CAD 303.96 million in Q1 2025 and CAD 285.72 million in Q2 2025 before landing at this quarter's CAD 272.16 million. At the same time, trailing twelve month EPS has eased from CAD 11.60 in Q4 2023 to CAD...
TSX:MX
TSX:MXChemicals

Methanex (TSX:MX): Assessing Valuation After a 27% Share Price Drop and Growing Earnings

Methanex (TSX:MX) has quietly slipped about 27% this year, even as revenue and net income continue to grow. That disconnect has value oriented investors revisiting the stock’s fundamentals and long term demand story. See our latest analysis for Methanex. Despite that year to date share price return of around negative 27 percent, the stock has shown flickers of momentum recently, with a positive 7 day share price return and a modestly positive three year total shareholder return suggesting...
TSX:PRL
TSX:PRLConsumer Finance

Propel Holdings (TSX:PRL) Is Up 8.2% After Puerto Rico Bank Approval Is The Growth Story Evolving?

Propel Holdings has received regulatory approval from Puerto Rico’s Office of the Commissioner of Financial Institutions to establish Propel International Bank, Inc., a wholly owned International Financial Entity that will provide core consumer lending services to support existing and future bank partners, with operations targeted to begin in the first half of 2026. This new Puerto Rico-based bank is intended to broaden Propel’s product set, centralize underwriting and compliance, and...
TSX:VNP
TSX:VNPChemicals

Rising Focus On Ultra‑Pure Materials Could Be A Game Changer For 5N Plus (TSX:VNP)

In recent days, attention around 5N Plus has increased as investors refocus on specialty materials, highlighting the company’s role in supplying ultra‑pure compounds for advanced semiconductor and industrial applications. The renewed interest underscores how 5N Plus’s positioning in high‑accuracy, high‑purity materials could make it an important beneficiary of broader specialty semiconductor trends. We’ll now examine how rising industry focus on ultra‑pure specialty materials could influence...