Canadian Infrastructure Stock News

TSX:CNQ
TSX:CNQOil and Gas

3 Dividend Stocks With Yields Above 5% That Stand Up In Volatile Markets

With central banks weighing their next moves, inflation pressures lingering in many regions and bond yields reacting to higher oil prices, a growing stream of reliable income can look more attractive than ever. The Dividend Powerhouses screener focuses on companies with dividend yields above 5% that are covered, growing and stable, which can appeal if you want cash returns without relying solely on share price moves. In this article, you will see three stocks from this screener that stand out...
TSX:HBM
TSX:HBMMetals and Mining

Do Shifting Earnings Estimates Change the Risk‑Reward Story for Hudbay Minerals (TSX:HBM)?

Hudbay Minerals is approaching its July 29, 2026 earnings release, with analysts previously anticipating year-over-year increases in both earnings and revenue. Recent estimate revisions have turned more cautious, highlighting a gap between earlier optimistic expectations and the latest, slightly more restrained analyst outlook for the quarter. Next, we’ll examine how this mix of high earnings expectations and softening analyst sentiment might influence Hudbay’s broader investment...
TSX:ORE
TSX:OREMetals and Mining

Wildfire Downtime Optimization Might Change The Case For Investing In Orezone Gold (TSX:ORE)

Orezone Gold Corporation recently resumed operations at its Casa Berardi mine in Quebec after a brief voluntary shutdown due to a nearby wildfire, while reporting second-quarter gold production of 58,566 ounces and sales of 60,654 ounces. By using the suspension period to complete planned maintenance and indicating that 2026 production guidance remains intact, the company signaled operational resilience that may matter to investors tracking its output profile. Next, we’ll examine how the...
TSX:ELD
TSX:ELDMetals and Mining

Does Eldorado Gold’s (TSX:ELD) Skouries Commissioning Shift Its Risk Profile or Reinforce Its Strategy?

Eldorado Gold Corporation recently reported that its Skouries copper-gold project in Northern Greece has moved into the commissioning phase, with first ore processed through the crushing circuit and power infrastructure substantially completed, while it continues to work toward initial concentrate output and commercial production later in 2026. A key development is the establishment of an approximately 3.9 million tonne ore stockpile, which the company says should support a more controlled...
TSX:LAC
TSX:LACMetals and Mining

Will Weaker Trading and Thacker Pass Risks Change Lithium Americas’ (TSX:LAC) Narrative?

Lithium Americas recently drew attention as investors weighed its weaker recent trading against ongoing expectations for improved earnings and the long-term potential of the Thacker Pass lithium project. The debate now centers on whether the company’s current valuation adequately reflects concentration, timing and execution risks around bringing Thacker Pass into production. We’ll explore how the upcoming earnings report and management’s commentary on Thacker Pass could shape Lithium...
TSX:TXG
TSX:TXGMetals and Mining

Will Higher‑Grade Media Luna Drilling Results Change Torex Gold Resources' (TSX:TXG) Narrative

Torex Gold Resources recently reported past drilling and exploration results from its ELG Underground and Media Luna Cluster that revealed higher-grade gold-equivalent intercepts and mineralization extending beyond current resource boundaries at the Morelos Complex. An interesting aspect of these updates is how drilling at the eastern extension of Media Luna points to a vertical zone of higher-grade mineralization of at least 100 metres, which could materially influence future resource...
TSX:BDT
TSX:BDTConstruction

Nuclear Energy Stocks For AI Infrastructure Investors Looking Beyond Oil And Gas

Nuclear energy stocks are back in focus as investors weigh inflation trends, shifting rate expectations and persistent energy security concerns. With oil and gas prices closely tied to geopolitical risk and central bank decisions, some investors are looking at the Nuclear Energy Stocks screener to find companies linked to reliable baseload power and uranium supply. This curated list highlights uranium producers, enrichment specialists and reactor operators that are directly exposed to long...
TSX:STN
TSX:STNConstruction

3 Canadian Stocks Trading Below Fair Value With Cash Flow Strength

With inflation, interest rates and geopolitical risk all pulling markets in different directions, investors are again paying close attention to cash flow strength and valuation discipline. The Undervalued Stocks Based On Cash Flows screener focuses on companies where SWS DCF analysis suggests the share price sits below estimated fair value, while underlying cash generation still looks promising. For value oriented investors, that combination can be useful when bond yields are higher, energy...
TSX:ENB
TSX:ENBOil and Gas

Enbridge (TSX:ENB) Starts Sunrise Expansion, Is The Stock Already Fully Valued?

Enbridge (TSX:ENB) has moved ahead with construction of its C$4b Sunrise Expansion Program in British Columbia, a project that increases natural gas transportation capacity and draws fresh attention to the company’s midstream footprint. See our latest analysis for Enbridge. The Sunrise Expansion news lands after a strong run for Enbridge, with the share price at CA$79.29 and a 90 day share price return of 10.26% alongside a 1 year total shareholder return of 35.37%. This points to momentum...
TSX:IAG
TSX:IAGInsurance

Defensive Dividend Stocks For Investors Seeking Steady Cash Flow Beyond Big Tech

Big Tech is pouring cash into artificial intelligence, and Alphabet’s new US$5.9b negative free cash flow has reminded investors that heavy investment can pressure profits and sentiment, as seen in the 4% after hours share price move. Alongside Tesla’s own free cash flow hit, this AI investment spree is prompting some investors to look again at companies with steadier cash generation and dependable dividends. This article looks at three stocks from a Defensive Dividend Stocks screener that...
TSX:MX
TSX:MXChemicals

Did Methanex’s Dividend Reaffirmation and Brighter Earnings Outlook Just Shift Its (TSX:MX) Investment Narrative?

Methanex Corporation previously declared a quarterly dividend of US$0.185 per share, payable on September 30, 2026, to shareholders of record on September 16, 2026, reaffirming its cash return policy. Alongside this dividend decision, rising analyst earnings estimates and expectations for a possible earnings beat have increased attention on Methanex’s upcoming quarterly results. With optimism building around potential earnings outperformance, we’ll now examine how this brighter profit...
TSX:AYA
TSX:AYAMetals and Mining

Is Aya Gold & Silver (TSX:AYA) Using Boumadine’s Water Strategy to Recast Its Risk Profile?

Aya Gold & Silver Inc. recently reported progress on the Boumadine Project’s feasibility study, highlighting over 102,000 metres of infill drilling, advancing procurement tenders, and detailed work on water, power, metallurgy, and logistics to support future development decisions. A particularly interesting element is the plan to source process water from treated municipal wastewater and potential brackish groundwater, which could materially reduce long-term water risk for Boumadine in a...
TSX:LUN
TSX:LUNMetals and Mining

Lundin Mining (TSX:LUN) Faces A Valuation Test After Chile Weather Disruption

Lundin Mining (TSX:LUN) is back in focus after severe winter weather in Chile temporarily suspended operations at its Caserones copper mine and disrupted mining at Candelaria, raising fresh questions about operational risk and stock pricing. See our latest analysis for Lundin Mining. Despite the weather disruption in Chile, Lundin Mining’s share price has climbed to CA$37.45, with strong year to date share price returns and a very large 5 year total shareholder return that suggest recent...
TSX:RCI.B
TSX:RCI.BWireless Telecom

Rogers Communications (TSX:RCI.B) Stock Faces Q2 Loss That Questions One Off Boost Narrative

Rogers Communications (TSX:RCI.B) has reported Q2 2026 results with revenue of CA$5.6 billion and a loss of CA$726 million, translating to EPS of CA$1.34 in the red for the quarter, against a trailing twelve month EPS of CA$11.38 on revenue of CA$22.6 billion. Over recent quarters the company has seen revenue range from CA$5.0 billion in Q1 2025 to CA$6.2 billion in Q4 2025, while quarterly EPS moved from CA$0.29 in Q2 2025 to CA$10.66 in Q3 2025 and CA$0.81 in Q1 2026. This sets up a mixed...
TSX:ARE
TSX:AREConstruction

How New Marine and Biosolids Contracts Will Impact Aecon Group (TSX:ARE) Investors

Aecon Group’s consortium TerraMarine was previously selected by the Vancouver Fraser Port Authority as preferred proponent for the Roberts Bank Terminal 2 landmass and wharf progressive design-build project, while its Red River Biosolids Partners joint venture secured an approximately CA$815 million sewage treatment biosolids facilities upgrade contract in Winnipeg. These wins expand Aecon’s exposure to long-cycle marine and water infrastructure, reinforcing its role in large-scale public...
TSX:EFR
TSX:EFROil and Gas

Will Upgraded Analyst Estimates and Zacks Rank #2 Change Energy Fuels' (TSX:EFR) Narrative

Earlier this week, Energy Fuels reported that analysts now expect earnings growth and a very large increase in revenue, with Zacks assigning the company a Rank #2 (Buy) based on positive estimate revisions and what it views as a favorable business outlook. Analyst optimism around Energy Fuels’ earnings trajectory and revenue expansion, despite recent pressure on the shares, underscores how changing expectations alone can materially influence sentiment toward the company. Next, we’ll examine...
TSX:PRN
TSX:PRNMedical Equipment

AI Healthcare Stocks With Real World Medical Use Cases

Transformative AI healthcare stocks sit at the crossroads of two powerful forces investors are watching closely right now: stubborn global inflation risks and rapid adoption of cost saving technology. With central banks adjusting policy paths, energy prices adding pressure, and growth signals mixed across regions, many investors are looking for themes that are less tied to any one country or rate decision. This Transformative AI Healthcare Stocks screener focuses on companies using AI to...
TSX:ASM
TSX:ASMMetals and Mining

Will Weaker Silver Output and More Gold Shift Avino Silver & Gold Mines' (TSX:ASM) Narrative

Avino Silver & Gold Mines Ltd. has reported past consolidated operating results for Q2 and the first half of 2026, showing lower year-on-year copper and silver output but slightly higher gold production, leading to a decrease in total silver equivalent ounces produced. The mix of weaker copper and silver volumes alongside higher gold output gives investors a clearer view of how shifting production profiles could influence the company’s revenue composition and cost efficiency over time. We’ll...
TSX:USA
TSX:USAMetals and Mining

How Rising Institutional Silver Exposure and Galena Upgrade Will Impact Americas Gold and Silver (TSX:USA) Investors

Americas Gold & Silver recently reported a surge in trading liquidity as institutional investors increased exposure to primary silver producers, supported by a completed No. 3 Shaft upgrade at the Galena Complex and a 2026 silver production target of 3.2 to 3.6 million ounces. This combination of higher institutional interest and operational improvements is being closely watched as investors reassess how primary silver producers might respond to persistent global supply deficits and...
TSX:MDA
TSX:MDAAerospace & Defense

MDA Space (TSX:MDA) Wins Argonaut Sensor Work, Is It Still 30% Undervalued?

MDA Space (TSX:MDA) has moved into focus after receiving pre authorization to proceed on contracts tied to the European Space Agency’s Argonaut lunar program, allowing early work on critical landing sensors to begin. See our latest analysis for MDA Space. The Argonaut sensor contracts arrive after an equity raise in July 2026 and recent M&A discussions. They follow a period where the share price has fallen 24.67% over 30 days but still shows a 61.17% year to date share price return and a very...
TSX:CNQ
TSX:CNQOil and Gas

Why Canadian Natural Resources (TSX:CNQ) Is Up 5.5% After Earnings Outlook Upgrade And Industry Tailwinds

Earlier in 2026, Canadian Natural Resources’ stock performance and earnings outlook strengthened, with the Zacks consensus full-year earnings estimate rising materially and the company now holding a Zacks Rank #2 rating. This improved outlook comes as the Oil and Gas – Exploration and Production industry has itself recorded strong gains this year, highlighting how company-specific earnings momentum is aligning with a supportive industry backdrop. With this upgraded earnings outlook in mind,...
TSX:AG
TSX:AGMetals and Mining

Why First Majestic Silver (TSX:AG) Could Be 38% Undervalued Following Its Guidance Upgrade

First Majestic Silver (TSX:AG) has drawn fresh attention after raising its full year 2026 production guidance for both silver and gold, alongside reporting higher second quarter output at key Mexican mines. See our latest analysis for First Majestic Silver. At a share price of CA$23.79, First Majestic Silver has a 1 day share price return of 6.63%, while its year to date share price return of 7.84% contrasts with a very large 1 year total shareholder return of 97.85%. This suggests recent...
TSX:CCO
TSX:CCOOil and Gas

What Cameco (TSX:CCO)'s Swift Cigar Lake Restart and Steady Outlook Means For Shareholders

Cameco recently reported that its Cigar Lake mine in northern Saskatchewan has resumed production after a temporary halt linked to processing challenges at Orano’s McClean Lake mill, which has also restarted, with Cigar Lake’s 2026 production outlook still guided between 17.5 million and 18.0 million pounds of U3O8 on a 100% basis. The quick restart of both the mine and mill, without any change to Cameco’s full-year Cigar Lake output plans, may reassure investors about the resilience of one...
TSX:DSV
TSX:DSVMetals and Mining

Why Discovery Mining (TSX:DSV) Is Up 5.2% After Enlarging Pamour Deposit And Mill Expansion Plans

Discovery Mining Ltd. recently reported past drilling results from its Pamour Mine that confirmed and expanded mineral resources, positioning Pamour as a large-scale deposit and supporting plans to increase milling capacity and redesign the mine for higher production. An interesting angle for investors is how these exploration outcomes underpin the company’s intention to expand both underground and large-scale open-pit operations across the broader Porcupine camp. We’ll now examine how the...