TSX:FTS
TSX:FTSElectric Utilities

How Fortis’ Higher Q1 Dividends And Larger Capital Plan At Fortis (TSX:FTS) Has Changed Its Investment Story

In early December 2025, Fortis Inc.’s board declared Q1 2026 dividends of CA$0.64 per common share and varying amounts on seven series of preferred shares, all payable on March 1, 2026 to shareholders of record as of February 17, 2026. These dividend declarations build on Fortis’s 52-year streak of annual dividend increases and an expanded CA$28.80 billion capital plan focused on regulated assets, underscoring its emphasis on stable, income-backed growth. Against this backdrop of sustained...
TSX:WFC
TSX:WFCReal Estate

Wall Financial (TSX:WFC) Q3 Net Margin Expansion Reinforces Bullish Valuation Narrative

Wall Financial (TSX:WFC) has posted Q3 2026 results showing revenue of about CA$48.9 million and basic EPS of roughly CA$0.37, set against a backdrop of solid trailing 12 month performance that includes basic EPS of about CA$1.04 and net income of roughly CA$33.3 million. Over the last few quarters, the company has seen revenue move from around CA$53.6 million in Q3 2025 to CA$48.9 million in Q3 2026, while quarterly basic EPS has shifted from about CA$0.30 to CA$0.37, with trailing net...
TSXV:PNG
TSXV:PNGElectronic

Kraken Robotics (TSXV:PNG): Valuation Check After Breakthrough KATFISH Maritime Security Demonstration

Kraken Robotics (TSXV:PNG) just showcased its KATFISH USV LARS system operating from TKMS ATLAS UK’s ARCIMS platform, delivering the first air deployable, 300 meter rated autonomous towed SAS survey solution for maritime security. See our latest analysis for Kraken Robotics. That successful KATFISH demonstration caps a run of solid news for Kraken, including fresh $12 million SAS and battery orders and new senior defence leadership. The stock’s strong year to date share price return suggests...
TSX:PEY
TSX:PEYOil and Gas

Assessing Peyto Exploration & Development (TSX:PEY) Valuation After New Analyst Attention and “Top Pick” Recognition

Recent analyst commentary and a high profile portfolio manager naming Peyto Exploration & Development (TSX:PEY) as a top pick have pushed the stock back onto investors’ radar, especially those focused on Canadian natural gas. See our latest analysis for Peyto Exploration & Development. That renewed attention is landing on a stock that has already been in motion, with a roughly 28% 3 month share price return helping lift Peyto to CA$22.98 and supporting a 52% 1 year total shareholder return...
TSX:K
TSX:KMetals and Mining

Kinross Gold (TSX:K) Valuation Check After 180% One-Year Surge and Recent Share Price Strength

Kinross Gold (TSX:K) has quietly turned into one of the stronger performers on the TSX, with the stock up about 20% in the past 3 months and nearly 180% over the past year. See our latest analysis for Kinross Gold. After a strong run, the current CA$38.46 share price reflects both Kinross Gold’s recent operational progress and a reset in risk perception, with the 1 year total shareholder return signaling that momentum is still firmly on its side. If Kinross has you rethinking your playbook,...
TSX:TVE
TSX:TVEOil and Gas

How Tamarack’s New Rights Plan and Board Appointment Will Impact Tamarack Valley Energy (TSX:TVE) Investors

Tamarack Valley Energy Ltd. recently adopted a Shareholder Rights Plan, appointed former Veren Inc. CEO Craig Bryksa to its board effective December 2, 2025, and issued 2026 production guidance of 69,000–71,000 boe/d. Taken together, the rights plan and board appointment highlight a stronger focus on boardroom experience and deal oversight at a time of potential corporate interest in the company. We’ll now examine how the new Shareholder Rights Plan may influence Tamarack Valley Energy’s...
TSX:CVE
TSX:CVEOil and Gas

Cenovus Energy (TSX:CVE): Valuation Check After 2026 Growth, Capex Guidance and MEG Acquisition Update

Cenovus Energy (TSX:CVE) just laid out its 2026 playbook, pairing roughly 4% upstream growth guidance with a multibillion dollar capital plan that folds in the MEG acquisition and underscores steady shareholder returns. See our latest analysis for Cenovus Energy. The guidance drop slots into an already solid run for Cenovus, with the share price at $24.83 and a year to date share price return of 12.66%, while the 1 year total shareholder return of 17.67% and five year total shareholder return...
TSX:GWO
TSX:GWOInsurance

Reassessing Great-West Lifeco (TSX:GWO)’s Valuation After Record Highs and Renewed Market Attention

Great-West Lifeco (TSX:GWO) has pushed to record highs on the TSX after breaking above a long watched trend line, as investors revisit its diversified mix of insurance, asset management, and retirement businesses across Canada, the United States, and Europe. See our latest analysis for Great-West Lifeco. The latest trading surge has pushed Great-West Lifeco’s share price to around $66.80, with a 42.31% year to date share price return and a 49.25% total shareholder return over one year. This...
TSX:AC
TSX:ACAirlines

How Air Canada’s New Sun and South America Routes At Air Canada (TSX:AC) Has Changed Its Investment Story

Earlier this month, Air Canada expanded its leisure and long-haul offering by launching new nonstop winter flights from Ottawa and Halifax to Nassau, alongside a seasonal Toronto–Rio de Janeiro service operated three times a week on Boeing 787-9 aircraft. These additions deepen Air Canada’s international network and enhance premium travel options, reinforcing the carrier’s efforts to attract higher-yield leisure and business customers on key sun and South American routes. Next, we’ll examine...
TSX:ELVA
TSX:ELVAElectrical

Electrovaya (TSX:ELVA): Rethinking Valuation After Surging Profitability and Full-Year 2025 Results

Electrovaya (TSX:ELVA) just delivered full year 2025 results that flip the story from turnaround to execution, with sales climbing to about USD 64 million and a move back into positive earnings. See our latest analysis for Electrovaya. The market has already started to price in this shift, with a 1 year to date share price return of around 147.8% and a 1 year total shareholder return of roughly 150.6 percent, even after a recent pullback. This suggests that momentum is still broadly...
CNSX:TRUL
CNSX:TRULPharmaceuticals

Is Trulieve (CNSX:TRUL) Using Costlier, Longer-Term Debt To Quietly Recast Its Risk Profile?

Trulieve Cannabis has refinanced part of its balance sheet by redeeming US$368,000,000 of 8.0% senior secured notes due 2026 and completing a private placement commitment for US$100,000,000 of new 10.5% senior secured notes due 2030, issued at par with semi-annual interest and planned CSE listing after the Canadian hold period. By extending its debt maturity profile and locking in new secured financing for capital expenditures and general corporate purposes, Trulieve is signaling an emphasis...
TSX:BCE
TSX:BCETelecom

Evaluating BCE (TSX:BCE)’s Valuation After Its Hardware‑Free Fibe TV Streaming Expansion

BCE (TSX:BCE) just pushed its TV strategy further into streaming, rolling out hardware free Fibe TV across Ontario and Quebec so customers can watch live and on demand content through existing Smart TVs and devices. See our latest analysis for BCE. These streaming upgrades come as BCE’s CA$32.62 share price has drifted lower over the medium term, with a weak three year total shareholder return of around negative 33 percent signalling that momentum has been fading despite steady telecom...
TSX:ATZ
TSX:ATZSpecialty Retail

Aritzia (TSX:ATZ) Valuation Check After S&P/TSX Composite Entry and Rising Apparel Market Focus

Aritzia (TSX:ATZ) just joined the S&P/TSX Composite Index, and that index promotion is drawing fresh attention to a stock already riding shifting Canadian apparel trends and steady brand execution. See our latest analysis for Aritzia. The index inclusion has landed at a time when Aritzia already had the wind at its back, with an 18 percent 1 month share price return and a 1 year total shareholder return of roughly 126 percent, signalling building momentum rather than a one day pop. If...
TSX:KNT
TSX:KNTMetals and Mining

What K92 Mining (TSX:KNT)'s Kainantu Expansion Progress Means For Shareholders

K92 Mining recently reported progress on expanding its processing plant and advancing underground development at the Kainantu mine in Papua New Guinea, strengthening the link between ore extraction and processing capacity. This combination of deeper underground access and upgraded plant infrastructure is important because it can improve operational stability, support smoother production flow, and potentially enhance long-term project resilience. Next, we’ll explore how this fresh progress in...
TSX:CG
TSX:CGMetals and Mining

Has Centerra Gold’s 130% Surge in 2025 Already Priced In Future Growth?

If you are looking at Centerra Gold and wondering whether you have already missed the value story or if there is still upside on the table, you are not alone. The stock has surged lately, climbing 6.8% over the last week, 14.6% over the past month, and 129.8% year to date, with a 141.8% gain over the last year and 220.9% over three years reshaping how the market prices its risk and growth prospects. Recent moves have been driven by a mix of stronger gold price sentiment, progress on its key...
TSX:URC
TSX:URCOil and Gas

Uranium Royalty (TSX:URC) Q2 Profitability Relies Heavily on One-Off Gain, Challenging Bull Case

Uranium Royalty (TSX:URC) has just posted its Q2 2026 numbers, with revenue at CA$0.04 million and net income of CA$2.06 million translating to EPS of CA$0.02, as investors watch how these figures play into the stock’s current CA$5.06 share price. The company has seen quarterly revenue swing from CA$0 in Q1 2025 to CA$33.21 million in Q1 2026, while EPS has moved from a loss of CA$0.02 per share in early 2025 to a positive CA$0.02 in the latest quarter. This sets up a story where reported...
TSX:BAM
TSX:BAMCapital Markets

Is Brookfield Asset Management Attractive After Recent Pullback and Expansion in Alternative Assets?

If you have ever wondered whether Brookfield Asset Management at around $74 is a bargain or a value trap, you are not alone. This article is going to unpack exactly what that current price really implies. The stock has slipped about 5.5% year to date and is down 6.5% over the last year, even though it has surged roughly 121.5% over the past three years, a pattern that hints at both strong long term momentum and a recent cooling of enthusiasm. Recent headlines have focused on Brookfield...
TSX:BTE
TSX:BTEOil and Gas

Baytex Energy (TSX:BTE): Has the Recent Momentum Shift Left the Stock Undervalued on Cash Flow?

Baytex Energy (TSX:BTE) has been treading water in the past month, but its share price is still up roughly 27% over the past 3 months and 20% over the past year. See our latest analysis for Baytex Energy. That mix of a softer 7 day share price return and a solid 90 day share price return suggests momentum has cooled recently, but the 1 year total shareholder return still points to a constructive, longer term trend as investors reassess both growth potential and commodity risk. If Baytex’s...
TSX:PXT
TSX:PXTOil and Gas

Does Parex Resources (TSX:PXT) 100% Funding Llanos Wells Reframe Its Colombia Risk‑Reward Profile?

Parex Resources Inc. and Ecopetrol S.A. recently reported that their Llanos Foothills exploration alliance is now fully in place, with regulatory approvals secured to drill the Floreña Huron well on the Niscota block and the Farallones prospect, alongside October–November 2025 production averaging just over 50,000 boe/d at its peak. An interesting angle for investors is that Parex has agreed to fund the Floreña Huron and Farallones exploration wells at 100% of capital costs in exchange for a...
TSX:DOL
TSX:DOLMultiline Retail

Dollarama (TSX:DOL): Valuation Check After Strong Q3 Beat, Guidance Hike and International Expansion

Dollarama (TSX:DOL) just delivered another upbeat quarter, with sales and net income climbing faster than expected, full year Canadian same store sales guidance raised, and international expansion adding an extra growth layer. See our latest analysis for Dollarama. That story is clearly resonating with investors, with the share price now at CA$202.23 and a powerful year to date share price return of 44%, underpinned by a three year total shareholder return above 150%. This signals momentum...
TSX:TCL.A
TSX:TCL.APackaging

Transcontinental (TSX:TCL.A) Margin Improvement Reinforces Bullish Profitability Narrative Despite Softer Sales

Transcontinental (TSX:TCL.A) has wrapped up FY 2025 with fourth quarter revenue of CA$732.4 million and basic EPS of CA$0.51, capping a year in which trailing twelve month EPS reached about CA$2.04 on revenue of roughly CA$2.7 billion as earnings grew 41.1% and net profit margin moved to 6.2% from 4.3%. Over the past few quarters, the company has seen revenue move from CA$700 million and EPS of CA$0.50 in Q3 2024 to CA$684.4 million and CA$0.46 in Q3 2025, setting the stage for investors to...
TSX:CLS
TSX:CLSElectronic

Is Celestica’s AI Fueled Surge Still Justified After Its Massive 2024 Share Price Run?

If you are wondering whether Celestica’s strong run is already priced in, or if there is still value on the table, this piece will walk through the key signals investors are watching. Despite a choppy week with the share price down 6.2%, the stock is still up 2.7% over the last month, 214.2% year to date, and 198.7% over the past year, with multi‑year gains in the thousands of percent range. These moves have been supported by growing enthusiasm around Celestica’s role as a design and...