Canadian Infrastructure Stock News

Lundin Gold recently reported a positive quarterly update from its Fruta del Norte mine in Ecuador, highlighting solid earnings and strong profitability metrics. This operational and financial momentum is now drawing increased investor attention, raising questions about how durable the company’s profitability profile may be. We will now examine how this strong quarterly profitability update may influence Lundin Gold's existing investment narrative and forward-looking assumptions. Explore 29...

Energy Fuels (TSX:EFR) has grabbed investor attention after reporting that its Pinyon Plain and La Sal operations mined over 1.6 million pounds of uranium in 2025, ahead of earlier guidance and backed by fresh long term supply contracts. See our latest analysis for Energy Fuels. The fresh production beat and new uranium contracts appear to be feeding into strong momentum, with a 7 day share price return of 30.63% and a 1 year total shareholder return of 223% from the current CA$25.42 level...

TC Energy has confirmed that its plan to spin off its Liquids Pipelines segment into a separate company, South Bow, remains on track this year, alongside continued asset sales aimed at lowering debt and sharpening its focus on North American gas transmission. This progress in restructuring highlights management’s intent to simplify the business around core gas infrastructure while turning South Bow into a dedicated liquids-focused operator, a shift that could reshape how investors assess TC...

In recent days, Suncor Energy has come under the spotlight after the U.S. capture of Venezuelan President Nicolás Maduro raised questions about the long‑term outlook for Canadian heavy oil exports and global pricing dynamics. At the same time, Suncor’s continued focus on cash generation, dividends, buybacks, and operational reliability has helped underpin investor confidence despite these geopolitical uncertainties. We’ll now examine how concerns over Venezuela potentially reshaping heavy...

Hammond Power Solutions recently reported that demand for its specialized transformers and power solutions has been supported by AI data centers, EV charging infrastructure and utility grid upgrades, reinforcing the role of its products in critical electrification and technology projects. This mix of data-center, transport electrification and grid-modernization exposure highlights how Hammond is tied to multiple long-term infrastructure spending themes rather than a single end market. Next,...

In recent days, Tourmaline Oil has seen its shares weaken even as natural gas fundamentals remain firm and major banks reiterate positive views on the company’s operations and outlook. This contrast between softer market sentiment and Tourmaline’s continued emphasis on disciplined growth, stable production guidance, and shareholder returns has sharpened the debate over how investors should interpret the pullback. We’ll now examine how this recent investor hesitation, despite firm natural gas...

Brookfield Asset Management (TSX:BAM) has been drawing attention after recent share price moves, with the stock up around 2% over the past day but showing a negative return over the past 3 months. See our latest analysis for Brookfield Asset Management. The recent 2.1% 1 day share price return to $73.39 comes after a softer patch, with a 90 day share price return of 9.3% decline and a 1 year total shareholder return of 3.7% decline. This suggests momentum has been fading even though the 3...

Event driven uncertainty around Cobre Panamá Recent political developments around First Quantum Minerals (TSX:FM)'s flagship Cobre Panamá copper mine have pushed operational risk to the forefront for investors, raising questions about future production reliability and business stability. See our latest analysis for First Quantum Minerals. Those headlines around Cobre Panamá have arrived alongside a 30 day share price return of 11.95% and a 90 day share price return of 18.68%, while the 1 year...

Standard Lithium has recently drawn widespread attention for its use of Direct Lithium Extraction technology at its U.S.-based projects, which are aimed at producing lithium for the electric vehicle supply chain. This surge in interest highlights how technology-led lithium producers with U.S. assets may increasingly align with policy efforts to diversify supply away from China, while still facing substantial funding and execution risks. We’ll now examine how growing focus on Standard...

Fortuna Mining (TSX:FVI) is drawing attention after its recent name change from Fortuna Silver Mines in June 2024. This shift reflects its broader precious and base metals portfolio across several international operations. See our latest analysis for Fortuna Mining. At a share price of CA$13.09, Fortuna’s recent 1 day share price return of a 2.68% decline and 7 day share price return of a 3.75% decline sit against a much stronger 1 year total shareholder return of 107.78%. This suggests that...

RioCan REIT’s recent performance snapshot RioCan Real Estate Investment Trust (TSX:REI.UN) has drawn fresh attention after recent unit price moves, with short term returns differing from its longer term record and prompting investors to reassess income and value characteristics. See our latest analysis for RioCan Real Estate Investment Trust. RioCan’s recent 1 month share price return of 3.02% comes after a modest 1 day move of 0.32%. Its 1 year total shareholder return of 7.70% contrasts...

With a price-to-earnings (or "P/E") ratio of 14.1x IGM Financial Inc. ( TSE:IGM ) may be sending bullish signals at the...

In recent months, Stella-Jones has reported ongoing strength in demand for its utility poles and railway ties, supported by recurring infrastructure and grid resiliency spending across North America. An interesting angle is the company’s continued focus on bolt-on acquisitions, which aim to deepen its presence in regions prioritizing grid hardening and rail maintenance. We’ll now examine how this sustained demand backdrop for utility poles and railway ties could influence Stella-Jones’...

Bitfarms has entered into a definitive agreement to sell its 70 MW Paso Pe Bitcoin mining site in Paraguay for up to US$30 million, receiving US$9 million at closing and potentially US$21 million over the following 10 months, completing its exit from Latin America as of early 2026. This divestment frees up capital and shifts Bitfarms’ energy portfolio to be entirely North American, underpinning its move toward high-performance computing and AI-focused infrastructure projects. We’ll now...

As we enter 2026, the Canadian market is navigating a landscape of economic optimism and cautious anticipation, with investors encouraged to reassess their strategies in light of recent employment trends and inflation data. Penny stocks, while an older term, continue to represent intriguing opportunities for growth at accessible price points. By focusing on companies with strong fundamentals and sound balance sheets, investors can discover potential gems within this often-overlooked segment...

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") below 16x, you may consider...

Key Insights Using the 2 Stage Free Cash Flow to Equity, Kinaxis fair value estimate is CA$327 Kinaxis' CA$172 share...

International Petroleum Corporation has reported that, following substantial progress during 2025, it commenced first steam injection at its 100%-owned Blackrod Phase 1 oil sands project in Canada on December 20, 2025, which remains on budget with forecast growth capital expenditure of US$850 million to first oil. This update highlights that Blackrod Phase 1, holding 259 million barrels of oil equivalent of 2P reserves and regulatory approval for up to 80,000 barrels per day, is now expected...

GoldMining Inc. announced that Paulo Pereira has stepped down as President to become Country Manager, Brazil, while CEO Alastair Still has taken on the additional role of President, effective January 1, 2026. This reshaping of senior roles concentrates leadership under Still while positioning Pereira closer to on-the-ground operations in one of the company’s key jurisdictions. Next, we will examine how consolidating the President and CEO roles under Alastair Still may influence GoldMining’s...

In late 2025, Strathcona Resources Ltd. redeemed all its outstanding US$500 million 6.875% Senior Notes due 2026, expanded and extended its bank credit facility to about $3.49 billion, and completed a special CA$10.0 per share cash dividend following the sale of its entire marketable securities portfolio for roughly US$1.39 billion. This combination of debt redemption, larger long-term credit capacity, and sizeable asset-sale proceeds reflects a shift toward greater financial flexibility and...

In recent weeks, Kraken Robotics has seen trading consolidate as investors react to its existing contract backlog, naval and subsea technology focus, and the absence of new contract announcements. An interesting aspect of this episode is how a smaller defense and marine-technology player is drawing heightened attention mainly on anticipated future orders and sector positioning rather than fresh news flow. With that context, we’ll now examine how this contract anticipation and...

Manulife Hong Kong recently launched two participating life insurance savings products, the Genesis Centurion Insurance Plan and Prestige Achiever Insurance Plan, aimed at long-term wealth accumulation, flexible access to funds, and multi-currency options for policyholders. By combining flexible withdrawal features, advanced critical illness protection, and tools for intergenerational wealth transfer, these plans deepen Manulife’s role in serving complex savings and legacy-planning needs...

First Majestic Silver (TSX:AG) has drawn investor attention after recent share price swings, with returns ranging from a 3.7% decline over the past week to a gain of 24.6% in the past 3 months. See our latest analysis for First Majestic Silver. Against this backdrop, the recent 7 day share price return of a 3.6% decline and 90 day share price return of 24.6% suggest momentum has cooled in the very short term but remains supportive when you zoom out. At the same time, the 1 year total...

Loblaw Companies (TSX:L) is drawing attention after recent trading data showed mixed short term performance, with a small gain over the past week and a slight decline over the past month. See our latest analysis for Loblaw Companies. Loblaw’s recent 90 day share price return of 14.24% stands out against quieter day to day moves around its CA$62.09 level. Its 1 year total shareholder return of 32.77% and 5 year total shareholder return of 312.08% point to momentum that has been building over a...