Canadian Infrastructure Stock News

TSX:CVE
TSX:CVEOil and Gas

The Bull Case For Cenovus Energy (TSX:CVE) Could Change Following S&P Outlook Upgrade To Stable

On March 27, 2026, S&P Global Ratings revised its outlook on Cenovus Energy to stable from negative while affirming the company’s BBB credit rating, citing stronger financials and progress on key growth projects. This rating outlook upgrade underscores how Cenovus’s advancing portfolio of five growth projects, targeting 150,000 additional barrels per day by end-2028, is reshaping perceptions of its financial resilience. We’ll now examine how S&P’s outlook upgrade, grounded in Cenovus’s...
TSX:K
TSX:KMetals and Mining

A Look At Kinross Gold (TSX:K) Valuation After Strong Multi‑Year Shareholder Returns

Kinross Gold (TSX:K) has drawn fresh attention after recent share price swings, with a 1.4% decline over the past day contrasting with gains over the week, year to date and past year. See our latest analysis for Kinross Gold. At around CA$43.87, Kinross Gold’s recent 1 day share price decline sits against a much stronger backdrop, with the 1 year total shareholder return of about 159% and a very large 3 year total shareholder return indicating that momentum has broadly been building rather...
TSX:FRU
TSX:FRUOil and Gas

Assessing Freehold Royalties (TSX:FRU) Valuation After Record Production And U.S. Reserve Replacement Update

Record production update puts Freehold Royalties (TSX:FRU) in focus Freehold Royalties (TSX:FRU) drew fresh attention after reporting record 2025 production, supported by U.S. volume growth, a higher liquids mix and U.S. reserve replacement above 100%. Management flagged slower drilling in late 2025, with early 2026 output expected to soften before activity and volumes pick up again in the second half of the year. See our latest analysis for Freehold Royalties. Freehold Royalties’ record 2025...
TSX:IAU
TSX:IAUMetals and Mining

i-80 Gold (TSX:IAU) Is Up 16.6% After Securing US$150M Gold Prepay Facility And Recap Plan

In March 2026, i-80 Gold Corp. closed a Gold Prepay Facility with National Bank of Canada and Macquarie Bank, securing an initial US$150,000,000 advance, a US$100,000,000 accordion feature, and committing to deliver 39,978 ounces of gold over 30 months starting January 2028. This completed recapitalization means i-80 Gold has raised over US$1.00 billion through various financings since early 2025, aligning its funding with its multi-phase development plan and reducing uncertainty around how...
TSX:LAC
TSX:LACMetals and Mining

How Investors Are Reacting To Lithium Americas (TSX:LAC) Expanded DOE Support And Dilution Concerns

In March, Deutsche Bank reiterated its Hold rating on Lithium Americas while flagging dilution concerns after a Q4 earnings beat and ongoing capital needs. At the same time, Lithium Americas emphasized that U.S. Department of Energy loan support and advancing construction at the Thacker Pass lithium project are materially reducing project risk. With recent share gains, we’ll examine how expanded U.S. Department of Energy backing for Thacker Pass shapes Lithium Americas’ investment...
TSXV:AFM
TSXV:AFMMetals and Mining

3 Dividend Fortresses With 5% Plus Yields And Compressed Cash Flow Multiples

Dividend Fortresses are built for investors who want more than just market drama. With inflation pressures tied to energy costs, shifting trade policies, and bond yields moving around central bank decisions, reliable cash returns can matter as much as share price moves. This screener filters for companies offering 5%+ dividend yields with a focus on resilience, so your portfolio leans on consistent income rather than short term headlines. In this article, you will see three of the strongest...
TSX:CNQ
TSX:CNQOil and Gas

How Investors Are Reacting To Canadian Natural Resources (TSX:CNQ) Record Output Amid Oil Price Headwinds

In recent days, Canadian Natural Resources reported record Q4 2025 production of about 1.66 million barrels of oil equivalent per day and increased its 2026 output guidance, even as the stock came under pressure from a build in U.S. crude inventories that weighed on oil prices and energy shares. At the same time, an analyst downgrade to Market Perform and comments about Canadian Natural’s relatively lower sensitivity to higher oil prices than peers highlight how macro oil-market shifts can...
TSX:MX
TSX:MXChemicals

Is Methanex’s (TSX:MX) Methanol Price Sensitivity Exposing a Deeper Earnings Fragility?

RBC Capital Markets recently downgraded Methanex, citing doubts that methanol price gains linked to the Iran conflict can be sustained and highlighting heightened geopolitical, supply, and demand risks to the business. This reassessment underscores how sensitive Methanex’s earnings profile is to short‑term methanol price swings driven by regional tensions and gas availability. We’ll now assess how RBC’s downgrade, centered on the durability of methanol price increases, could reshape...
TSX:CIGI
TSX:CIGIReal Estate

Does Colliers (TSX:CIGI) New US$430 Million Shelf Subtly Recast Its Capital Allocation Playbook?

In late March 2026, Colliers International Group Inc. filed a US$430 million universal shelf registration covering voting and preference shares, debt securities, warrants and units, and also participated in the Vancouver Real Estate Forum held at the Vancouver Convention Centre (West). The shelf registration gives Colliers significant flexibility to access capital through multiple instruments, which can shape how it funds growth, manages its balance sheet and responds to future...
TSX:NGD
TSX:NGDMetals and Mining

Does New Gold’s (TSX:NGD) U.S. Deregistration Shift Its Core Risk‑Reward Story?

New Gold Inc. recently filed a Form 15 with the U.S. Securities and Exchange Commission to voluntarily deregister its common shares under the Securities Exchange Act of 1934, while also reporting March 31, 2026 earnings that underscored solid operational margins and a manageable debt profile. This combination of deregistration from U.S. reporting requirements and operational progress at the Rainy River and New Afton mines could reshape how investors assess New Gold’s risk profile and future...
TSX:LAR
TSX:LARMetals and Mining

Assessing Lithium Argentina’s Valuation After 2025 Results And New 2026 Production Guidance

Why Lithium Argentina’s latest update matters for investors Lithium Argentina (TSX:LAR) has released full year 2025 production and earnings results, along with fresh 2026 output guidance, giving you a clearer view of its operating scale and current financial profile. The company reported lithium carbonate production and a widened annual net loss, while pointing to higher planned volumes for 2026. Together, these details help frame both the operational progress and the costs behind its growth...
TSX:RCI.B
TSX:RCI.BWireless Telecom

Why Rogers Communications (TSX:RCI.B) Is Down 8.8% After TD’s Wireless Downgrade And Jumbo Eurobond Sale

In March 2026, Rogers Communications Inc. completed a $750,000,000 fixed-to-floating rate, unsecured, guaranteed Eurobond offering of callable senior subordinated notes due July 31, 2056, priced at 100% with a 1% discount per security and a variable coupon. On the same day, TD Securities downgraded Rogers on concerns that intensifying wireless price competition and rising customer churn could pressure earnings and reshape expectations for its long-term growth fundamentals. We'll now examine...
TSX:MER
TSX:MEROil and Gas

A Look At Meren Energy (TSX:MER) Valuation After Its Expanded Refinancing Deal

Meren Energy (TSX:MER) is back in focus after announcing a refinancing of its reserves based lending facility, expanding total commitments, extending maturities, and trimming average interest margins on its core debt funding. See our latest analysis for Meren Energy. The refinancing news follows a period of strong share price momentum, with a 90 day share price return of 29.89% and a 1 year total shareholder return of 48.01%, building on a 5 year total shareholder return of 147.69%. If this...
TSX:DSG
TSX:DSGSoftware

A Look At Descartes Systems Group (TSX:DSG) Valuation After Recent Share Price Weakness

Recent trading in Descartes Systems Group (TSX:DSG) has drawn attention after a weak past 3 months, with the stock showing a negative 14.4% return despite annual increases in both revenue and net income. See our latest analysis for Descartes Systems Group. At around CA$99.49, Descartes Systems Group’s recent 1 day and 7 day share price gains contrast with its 90 day share price return of a 14.4% decline and 1 year total shareholder return of a 27.1% decline. This pattern suggests momentum has...
TSX:BCE
TSX:BCETelecom

How Shareholder Engagement Tensions At BCE (TSX:BCE) Have Changed Its Investment Story

In late March 2026, investor group Mouvement d’éducation et de défense des actionnaires filed proposals at BCE urging stronger retail shareholder engagement measures and greater protection against investor disengagement, while BCE separately advised investors to vote against a resolution to increase shareholder participation at its May 7, 2026 annual meeting. These opposing stances on shareholder rights and engagement arrive just as analysts highlight sector-wide pressure from a wireless...
TSX:MFC
TSX:MFCInsurance

Manulife’s Global L&G Partnership And Hong Kong AI Push Might Change The Case For Investing In Manulife Financial (TSX:MFC)

In late March 2026, Legal & General (L&G) and Manulife Wealth & Asset Management announced a long-term global partnership spanning distribution, investment management, and multi-asset product development across Europe, Asia, North America, and Bermuda. Shortly after, Manulife also strengthened its artificial intelligence leadership in Hong Kong by appointing Dr Hongjuan Liu as chief AI data officer for Hong Kong and Macau and relocating its Asia chief AI officer to Hong Kong, signalling a...
TSX:DCBO
TSX:DCBOSoftware

Assessing Docebo (TSX:DCBO) Valuation After Recent Share Price Weakness

Docebo stock snapshot after recent performance moves Docebo (TSX:DCBO) has drawn fresh attention after a period of mixed share performance, with a 3.1% gain over the past week alongside a decline of 9.6% over the past month and a 24.2% decline over the past three months. See our latest analysis for Docebo. Set against a CA$23.81 share price, Docebo’s recent bounce over the past week sits within a weaker pattern, with a year to date share price return of 22.7% decline and a 1 year total...
TSX:VLE
TSX:VLEOil and Gas

A Look At Valeura Energy’s Valuation As Insider Selling And Wassana Plans Draw Focus

Valeura Energy (TSX:VLE) has drawn attention after Thoresen Thai Agencies, a 10% shareholder, sold 100,000 common shares, while the company continues to reference future potential around its Wassana Field redevelopment project. See our latest analysis for Valeura Energy. At a latest share price of CA$13.85, Valeura Energy has seen a 68.7% 90 day share price return and a very large 5 year total shareholder return. However, the recent 7 day share price return of negative 8.9% suggests some...
TSX:NTR
TSX:NTRChemicals

A Look At Nutrien (TSX:NTR) Valuation After Expanded Buyback And 2026 Guidance

Why Nutrien’s latest financing move has investors watching the stock Nutrien (TSX:NTR) recently drew attention after filing a $5b omnibus shelf registration that covers common and preferred shares, debt securities, share purchase contracts, and units. This filing gives the company additional financing flexibility. See our latest analysis for Nutrien. The shelf registration comes on the heels of Nutrien’s expanded share buyback plans and Q4 2025 results, with the stock showing a 22.96% 90 day...
TSX:NPI
TSX:NPIRenewable Energy

How Adding Ex‑Brookfield CFO Bahir Manios Could Reframe Northland Power’s (TSX:NPI) Capital Allocation Strategy

Northland Power Inc. has appointed Bahir Manios to its Board of Directors, effective March 25, 2026, expanding the Board to eleven members and adding over 20 years of senior asset management and North American capital markets experience. Manios’ background as former Chief Financial Officer at Brookfield Asset Management and co-founder of Genesis Financial Asset Management introduces deeper infrastructure, healthcare, and financial services expertise that could influence how Northland...
CNSX:GTII
CNSX:GTIIPharmaceuticals

A Look At Green Thumb Industries (CNSX:GTII) Valuation After Reshaping RYTHM Royalty Economics

Green Thumb Industries (CNSX:GTII) just reshaped its economics around RYTHM, moving from sales-based royalties to fixed annual cash fees that total US$70 million. This shift directly affects earnings visibility. See our latest analysis for Green Thumb Industries. The latest agreement news comes after a sharp short-term rebound, with a 7-day share price return of 21.25% and a 1-year total shareholder return of 35.85%. However, longer-term returns remain mixed and momentum has been uneven. If...
TSX:SU
TSX:SUOil and Gas

Did Suncor’s Bigger Buybacks and Oil Sands Push Just Shift Suncor Energy's (TSX:SU) Investment Narrative?

In recent months, Suncor Energy raised its 2026 annual share buyback target to C$4.0 billion, outlined plans to repurchase up to 118.7 million shares by 2027, and announced expansion of its oil sands production and cost-reduction initiatives. These moves, combined with stronger earnings estimates and favorable analyst sentiment, suggest management is emphasizing capital returns and operational efficiency while the broader oil and gas sector is influenced by supply concerns and geopolitical...
TSX:BNS
TSX:BNSBanks

Is ScotiaBank (TSX:BNS) Share Price In Line With Recent Rally And Valuation Models

Wondering whether Bank of Nova Scotia's current share price matches its underlying worth? This breakdown is designed to help you size up the stock with a clear focus on value. Bank of Nova Scotia last closed at C$97.64, with a 3.8% gain over the past 7 days, a 0.4% decline over 30 days, a 4.6% decline year to date, and a 52.4% return over the last year, along with 70.5% and 63.2% returns over 3 and 5 years respectively. Recent coverage has centered on Bank of Nova Scotia as one of Canada's...