TSX:TRI
TSX:TRIProfessional Services

Thomson Reuters (TSX:TRI) Valuation Check After New Crunchafi Lease Accounting Partnership

Crunchafi’s new strategic partnership with Thomson Reuters (TSX:TRI) plugs automated lease accounting directly into the company’s Cloud Audit Suite, giving audit teams cleaner workflows, fewer manual steps, and a stickier reason to stay in the ecosystem. See our latest analysis for Thomson Reuters. The Crunchafi tie up lands at an interesting moment for Thomson Reuters, with a recent 30 day share price return of negative 8.29 percent and a year to date share price return of negative 21.81...
TSX:IAG
TSX:IAGInsurance

Is iA Financial’s (TSX:IAG) Bereavement Partnership Quietly Reframing Its Client-Centric Resilience Story?

In December 2025, iA Financial Group announced a partnership with Empathy under which, starting Spring 2026, Canadian beneficiaries of its Individual Life products will gain access to Empathy’s technology-enabled bereavement support platform, including dedicated Care Managers, logistical guidance, fraud-prevention tools, and multi-channel access. This move extends iA’s role beyond paying claims to offering ongoing emotional and administrative assistance, aligning its life insurance offering...
TSX:CURA
TSX:CURAPharmaceuticals

Curaleaf Holdings (TSX:CURA) Is Up 34.3% After Reported Trump Push To Ease U.S. Cannabis Rules

Cannabis stocks, including Curaleaf Holdings, recently jumped after reports that former President Trump plans to direct U.S. federal agencies to ease marijuana restrictions, potentially reclassifying cannabis as a less-dangerous drug. This potential shift in the federal legal framework could be especially important for Curaleaf, which has built its business model around operating at scale in tightly regulated cannabis markets. We’ll now explore how the prospect of U.S. federal cannabis...
TSX:TD
TSX:TDBanks

How TD’s Bigger Buybacks And Dividend Shift At Toronto-Dominion Bank (TSX:TD) Has Changed Its Investment Story

The Toronto-Dominion Bank recently reported fourth-quarter and full-year 2025 results, with full-year net income of CA$20.54 billion and basic earnings per share from continuing operations of CA$11.57, alongside declaring a quarterly common dividend of CA$1.08 per share payable on January 31, 2026. On the same day, TD also confirmed further progress on capital returns through preferred share dividends and completion of CA$6.10 billion of share repurchases, collectively signaling an emphasis...
TSX:CRR.UN
TSX:CRR.UNRetail REITs

Crombie Real Estate Investment Trust (TSX:CRR.UN): Assessing Valuation After a Year of Steady Total Return Gains

Crombie Real Estate Investment Trust (TSX:CRR.UN) has quietly delivered a steady climb this year, with the unit price up about 15% year to date and roughly 18% over the past year. See our latest analysis for Crombie Real Estate Investment Trust. That climb has come as investors steadily warm to Crombie’s mix of grocery anchored and mixed use properties, with the share price now at $15.34 and a solid one year total shareholder return, suggesting momentum is gradually building rather than...
TSX:BIR
TSX:BIROil and Gas

How BMO’s Upgrade and Elmworth Upside At Birchcliff Energy (TSX:BIR) Has Changed Its Investment Story

BMO Capital Markets recently upgraded Birchcliff Energy to “outperform,” highlighting the company’s improved positioning to reach its long-delayed 87,500 boe/d production target and to benefit from potentially tighter NYMEX:AECO basis differentials expected from 2026 onward. The upgrade also pointed to material upside potential in Birchcliff’s extensive Elmworth acreage, underscoring how specific asset quality and market exposure could shape the company’s future cash-flow profile. With the...
TSX:MFC
TSX:MFCInsurance

How Investors May Respond To Manulife Financial (TSX:MFC) Q3 Earnings Beat And A+ Rating Affirmation

In the third quarter of 2025, Manulife Financial reported core earnings that exceeded expectations, led by strong growth in Global Wealth and Asset Management, Asia, and Canada, while AM Best reaffirmed its A+ Financial Strength Rating and "aa-" Long-Term Issuer Credit Ratings with a stable outlook. These results highlight the growing contribution of Manulife’s Asian operations and its disciplined risk management, even as it pursues AI initiatives and an Indian life insurance joint venture...
TSX:T
TSX:TTelecom

Is TELUS Stock a Bargain After Its Recent 13.5% Slide and DCF Upside Potential?

Wondering if TELUS at around $17.63 is a bargain or a value trap? You are not alone, as this stock is firmly on many investors’ watchlists right now. Despite being a defensive telecom name, TELUS has slipped about 4.9% over the last week and 13.5% over the last month, leaving it down 10.2% year to date and 7.2% over the past year. These moves often catch value hunters’ attention. Much of this weakness has come as investors reassess interest rate expectations and capital-intensive sectors...
TSX:AII
TSX:AIIMetals and Mining

Assessing Almonty Industries (TSX:AII) Valuation After Equity Raise and Withdrawal of $500m Shelf Registration

Almonty Industries (TSX:AII) just pulled a $500 million universal shelf registration after raising $112.5 million in a follow on equity deal, a move that clearly reshapes its near term funding playbook. See our latest analysis for Almonty Industries. That pivot comes after a powerful run, with the share price at $9.32 delivering a year to date share price return of over 500 percent and a roughly six fold one year total shareholder return. This comes even though the 7 day share price pullback...
TSX:OGD
TSX:OGDMetals and Mining

3 TSX Penny Stocks With Market Caps Under CA$100M To Consider

The Canadian equity market has recently reached new record highs, buoyed by positive signals from the Bank of Canada and the Federal Reserve regarding interest rates. In this context, penny stocks—typically smaller or newer companies—remain an intriguing investment area despite being a somewhat outdated term. Focusing on those with robust financials and potential for growth can uncover hidden value, and we've identified three such penny stocks that may offer both stability and upside...
TSX:HBM
TSX:HBMMetals and Mining

Hudbay Minerals (TSX:HBM) Valuation After Mitsubishi’s Copper World Deal and Grasberg-Driven Copper Price Strength

Hudbay Minerals (TSX:HBM) has been in focus after Mitsubishi committed US$600 million for a 30% stake in the Copper World project, just as higher copper prices follow disruptions at Freeport’s Grasberg mine. See our latest analysis for Hudbay Minerals. That Mitsubishi deal and the tailwind from tighter copper supply are landing on an already strong base. Hudbay’s share price has delivered a 109.71% year to date return and a 281.15% three year total shareholder return, suggesting momentum is...
TSX:GEI
TSX:GEIOil and Gas

How Long-Term Take-or-Pay Deals And U.S. Expansion At Gibson Energy (TSX:GEI) Has Changed Its Investment Story

In December 2025, Gibson Energy Inc. renewed a 20-year take-or-pay refined products services agreement and added a 10-year extension to a terminal storage take-or-pay contract covering 800,000 barrels at its Edmonton Terminal, while also approving a new infrastructure project in Texas to support U.S. growth. These long-dated, take-or-pay commitments with senior integrated oil sands customers highlight the Edmonton Terminal’s role as critical midstream infrastructure and reinforce Gibson’s...
TSX:PAAS
TSX:PAASMetals and Mining

Assessing Pan American Silver (TSX:PAAS) Valuation After Exploration Update and New Resource Discoveries

Pan American Silver (TSX:PAAS) just dropped a dense exploration update, and it is exactly the kind of thing resource investors should care about: fresh drill results that can quietly reshape future production. See our latest analysis for Pan American Silver. That backdrop helps explain why, even after a soft 1 day share price return of 1.37 percent, Pan American’s 30 day share price return of 26.61 percent and year to date share price return of 122.11 percent point to powerful, building...
TSX:GLO
TSX:GLOMetals and Mining

Assessing Global Atomic (TSX:GLO) Valuation After New CAD 350 Million Shelf Registration Filing

Global Atomic (TSX:GLO) just set up a CAD 350 million omnibus shelf registration, giving it wide latitude to issue common shares, warrants, units, or debt when it sees the right opportunity. See our latest analysis for Global Atomic. The move comes after a volatile stretch for Global Atomic, where a 26.0% 1 month share price return and a sharp 23.5% jump in the last session contrast with a much weaker 1 year total shareholder return. This suggests momentum is only just starting to rebuild. If...
TSX:DSV
TSX:DSVMetals and Mining

Discovery Silver (TSX:DSV) Valuation Check as Investors Eye Upcoming Very Independent Research Conference Presentation

Discovery Silver (TSX:DSV) is back on radar as management steps into the spotlight at the Very Independent Research Virtual Conference on December 10. Investors will be listening closely for fresh clues on strategy and project momentum. See our latest analysis for Discovery Silver. The scheduled conference appearance lands after a remarkable run, with Discovery Silver posting a roughly 956.96% year to date share price return and a 998.68% total shareholder return over 12 months, signalling...
TSX:BNS
TSX:BNSBanks

Is ScotiaBank’s Strong 2025 Rally Still Justified After Strategic Refocus and Valuation Checks?

If you are wondering whether Bank of Nova Scotia is still a smart buy after such a strong run, or if the upside has mostly played out, you are not alone. We are going to unpack exactly what the current price might be implying. The stock has climbed 0.9% over the last week and 5.8% over the past month, and is now up 29.7% year to date. Longer term gains of 34.3% over 1 year, 84.6% over 3 years, and 95.7% over 5 years are reshaping how investors see its risk and reward profile. Recent...
TSX:SU
TSX:SUOil and Gas

Suncor Energy (TSX:SU): Valuation Check After 2026 Growth Guidance and Higher Share Buybacks

Suncor Energy (TSX:SU) just laid out its 2026 playbook, calling for higher oil and gas production, stronger refinery utilization, and a 10% bump in buybacks, all while pledging excess free cash to shareholders. See our latest analysis for Suncor Energy. That confidence is already reflected in the tape, with Suncor’s share price delivering a 17.51% year to date gain and its five year total shareholder return of 241.45% signaling strong, sustained momentum rather than a short term pop. If this...
TSX:SLF
TSX:SLFInsurance

How Sun Life’s CA$1 Billion Tier 2 Debt Issue At Sun Life Financial (TSX:SLF) Has Changed Its Investment Story

Earlier this month, Sun Life Financial Inc. issued in Canada CA$1 billion of Series 2025-2 subordinated unsecured 4.56% fixed/floating debentures due 2040, with proceeds earmarked for general corporate purposes including potential affiliate acquisitions, subsidiary investments, debt repayment and other longer-term investments. The debentures are expected to qualify as Tier 2 capital, giving Sun Life additional flexibility to support growth in SLC Management affiliates BentallGreenOak and...
CNSX:GTII
CNSX:GTIIPharmaceuticals

Green Thumb Industries (CNSX:GTII): Revisiting Valuation After Adult-Use Expansion and Stronger Growth Momentum

Insider sale against a backdrop of improving growth metrics Green Thumb Industries (CNSX:GTII) just saw director Dawn Wilson Barnes sell 3,500 shares, a move landing as the company leans into adult use cannabis expansion and improving growth trends that have been nudging the stock higher. See our latest analysis for Green Thumb Industries. The timing of the sale comes as Green Thumb’s shares have surged recently, with a 30 day share price return of 65.88 percent and a 1 year total shareholder...
TSX:EQX
TSX:EQXMetals and Mining

Self-Funded Growth Outlook Might Change The Case For Investing In Equinox Gold (TSX:EQX)

In recent analysis, Equinox Gold was highlighted as a growth stock, with expectations for earnings per share to expand much faster than its industry and cash flow to increase enough to fund expansion without relying heavily on costly external financing. This focus on earnings quality and self-funded growth underscores a business model that may be less exposed to interest-rate pressures than more leveraged peers. Next, we’ll examine how Equinox Gold’s strong projected earnings and cash flow...
TSX:T
TSX:TTelecom

TELUS (TSX:T) Is Down 5.7% After Pausing Dividend Growth And Issuing Hybrid Debt For Deleveraging – Has The Bull Case Changed?

In early December 2025, TELUS moved to reshape its balance sheet and capital allocation by issuing junior subordinated notes in both US$1.50 billion and C$800.00 million tranches, alongside tender offers for several long-dated bonds, while also pausing dividend growth and planning to phase out its discounted Dividend Reinvestment Plan. This shift toward debt refinancing, deleveraging, and fully cash-covered dividends marks a clear reset of TELUS’s long-running income-focused approach in...
TSX:PPL
TSX:PPLOil and Gas

Pembina Pipeline (TSX:PPL): Reassessing Valuation After Earnings Miss and Recent Share Price Slip

Pembina Pipeline (TSX:PPL) slipped after quarterly earnings came in below expectations, prompting investors to recheck how its pipelines, facilities, and marketing operations compare with shifting energy demand and evolving regulations. See our latest analysis for Pembina Pipeline. At around CA$54.06, Pembina’s muted recent share price returns sit in contrast to a robust five year total shareholder return of about 123 percent, suggesting long term investors are still being rewarded even as...
TSX:CLS
TSX:CLSElectronic

Assessing Celestica’s (TSX:CLS) Valuation After Its Strong Run and Recent Pullback

Celestica (TSX:CLS) has been on many radar screens after its powerful run this year, but the last month’s pullback has some investors wondering whether the market is finally catching its breath. See our latest analysis for Celestica. Despite the sharp 1 day share price pullback and a softer 7 day share price return, Celestica’s 90 day share price gain and multi year total shareholder returns suggest momentum is pausing rather than breaking. If Celestica’s run has you rethinking your tech...