TSX:SOBO
TSX:SOBOOil and Gas

Will South Bow's Q3 Miss and Steady 2025 Guidance Change South Bow's (TSX:SOBO) Narrative

South Bow Corporation recently reported mixed fiscal Q3 2025 results, with earnings per share beating expectations while revenue fell year over year and missed forecasts, prompting cautious commentary from several Wall Street analysts. Despite revenue pressure and ongoing concerns about the financial implications of the MP 171 incident, management kept its 2025 guidance intact, signaling confidence in the company’s underlying outlook. Next, we’ll examine how management’s decision to...
TSXV:SLVR
TSXV:SLVRMetals and Mining

Silver Tiger Metals (TSXV:SLVR) Valuation After $40M Equity Raise and Narrower Quarterly Net Loss

Silver Tiger Metals (TSXV:SLVR) just wrapped up a sizeable CAD 40 million follow on equity raise, days before reporting a narrower quarterly net loss that subtly shifts the risk reward profile for this junior miner. See our latest analysis for Silver Tiger Metals. At a CA$0.73 share price, Silver Tiger’s 1 month share price return of 7.35 percent sits against a hefty year to date share price return of over 200 percent. This suggests momentum is still building as the financing and improving...
TSX:CAE
TSX:CAEAerospace & Defense

Defense-Driven Revenue Jump Might Change The Case For Investing In CAE (TSX:CAE)

Earlier this week, CAE Inc reported a 9% increase in consolidated revenue, driven by a 14% Defense segment revenue rise and a 41% jump in adjusted Defense operating income, while its Civil Aviation unit faced softer training center utilization and lower operating income. The results highlight how CAE’s transformation plan, focused on portfolio sharpening, tighter capital management, and operational efficiency, is beginning to shift the company’s earnings mix toward higher-contributing...
TSX:GSY
TSX:GSYConsumer Finance

Does goeasy (TSX:GSY) CEO Succession Reinforce Its Credit-Focused Strategy Or Hint At Change?

goeasy Ltd. has announced that CEO Dan Rees will step down on December 31, 2025, due to a blood disorder, with Patrick Ens, currently President of easyfinancial, set to become CEO on January 1, 2026, and Rees serving as Special Advisor until June 30, 2026. This leadership change brings an externally identified, high-potential successor with deep consumer lending experience from Capital One Canada and strong recent results at easyfinancial into the top role, signaling an emphasis on...
TSX:FCR.UN
TSX:FCR.UNRetail REITs

Will C$250 Million Debenture Issue at 4.76% Change First Capital REIT's (TSX:FCR.UN) Narrative

First Capital Real Estate Investment Trust recently announced a past private placement of Series G Senior Unsecured Debentures, raising C$250,000,000 at a 4.760% annual interest rate with maturity on February 15, 2035, offered on an agency basis and subject to customary closing conditions. This new long-term unsecured debt issue reshapes First Capital REIT’s funding mix and highlights how it is tapping institutional credit markets for capital. We’ll now examine how this sizeable...
TSX:BTE
TSX:BTEOil and Gas

Does Tying Eagle Ford Sale Proceeds To Debt Cuts Change The Bull Case For Baytex Energy (TSX:BTE)?

Earlier in 2025, Baytex Energy announced a tender offer for its 7.375% senior notes due 2032 and plans to redeem its 8.500% senior notes due 2030, both contingent on completing the divestiture of its U.S. Eagle Ford assets expected in late 2025 or early 2026. This move links a major asset sale directly to reshaping the balance sheet, signalling an effort to lower leverage and increase financial flexibility. Next, we’ll examine how using Eagle Ford sale proceeds to retire higher-cost debt...
TSX:CP
TSX:CPTransportation

How Investors Are Reacting To Canadian Pacific Kansas City (TSX:CP) Steady Q3, Buybacks And Rising Leverage

Canadian Pacific Kansas City reported a steady Q3 2025 with revenue growth, improved operating efficiency despite a one-time derailment cost, and reaffirmed its 2025 earnings guidance while continuing significant share buybacks that have modestly increased leverage. Alongside these financial updates, the CPKC Holiday Train’s multi-state tour underscores the railway’s long-running community role, having raised more than US$26 million and collected about 5.40 million pounds of food for local...
TSX:PAAS
TSX:PAASMetals and Mining

Pan American Silver (TSX:PAAS) Valuation After Major Exploration Results and Resource Expansion Update

Pan American Silver (TSX:PAAS) just dropped a dense exploration update, and that is what has the stock back on a lot of watchlists. Investors are weighing how these drill results could shift future production and valuation. See our latest analysis for Pan American Silver. Those exploration wins come on top of a packed news flow this year, and the market has noticed, with a roughly 29% 3 month share price return and a near doubling in 1 year total shareholder return, signaling strong momentum...
TSX:EFX
TSX:EFXEnergy Services

Enerflex (TSX:EFX): Revisiting Valuation After $400 Million Debt Refinancing and Extended Maturities

Enerflex (TSX:EFX) just refinanced a big chunk of its balance sheet, locking in $400 million of senior unsecured notes due 2031 to take out its pricier secured 2027 debt and extend maturities. See our latest analysis for Enerflex. That refinancing news comes on the heels of Enerflex’s 6.875% senior unsecured notes launch and a fresh board appointment. The market has taken notice, with a strong recent 90 day share price return feeding into an impressive multi year total shareholder return...
TSX:BB
TSX:BBSoftware

How QNX Sound’s EV Spotlight and Cybersecurity Role Will Impact BlackBerry (TSX:BB) Investors

BlackBerry Limited recently set out its calendar for upcoming earnings releases through fiscal 2027 and continued to brief investors on third-quarter fiscal 2026 performance, reinforcing its role as a regular updater of operational progress. At the same time, fresh attention on BlackBerry’s QNX Sound in luxury electric vehicles and its cybersecurity positioning underscores how the company’s software remains embedded in both automotive cabins and enterprise protection systems. We will now...
TSX:HWX
TSX:HWXOil and Gas

Does Headwater Exploration’s (TSX:HWX) 2026 Plan Reveal Its Ideal Balance Between Growth and Dividends?

Headwater Exploration recently approved its initial 2026 budget, targeting annual production of 24,500 boe/d with around 8% year-over-year production per-share growth, supported by a 37% reinvestment rate at US$60.00/bbl WTI while maintaining a US$0.44 per-share annual dividend and positive exit adjusted working capital. The combination of planned production growth, relatively modest reinvestment, and an affirmed quarterly dividend of US$0.11 per share highlights a balanced approach to...
TSX:DOO
TSX:DOOLeisure

BRP (TSX:DOO) Is Up 8.9% After Raising 2026 Guidance and Dividend - Has The Bull Case Changed?

BRP Inc. recently reported third-quarter 2025 results showing higher sales of CA$2,250.3 million and a sharp increase in net income to CA$69.1 million, while also affirming a quarterly dividend of CA$0.215 per share payable on January 14, 2026. Alongside these results, management raised full-year 2026 guidance to US$8.30 billion in total revenues and US$440 million in net income, underscoring confidence that recent operational improvements and product demand trends can be sustained. Now...
TSX:SEA
TSX:SEAMetals and Mining

Seabridge Gold (TSX:SEA): Evaluating Valuation After a Strong Year-to-Date Rally and Growing Investor Optimism

Seabridge Gold (TSX:SEA) has turned heads this year, with the stock surging about 96% year to date as investors respond to its strategic asset mix and relatively steady North American project pipeline. See our latest analysis for Seabridge Gold. The recent pullback in Seabridge Gold’s share price to about $41.36 comes after a powerful run, with a 30 day share price return of roughly 31% and a year to date share price return of around 139%. The three year total shareholder return of about 153%...
TSX:FRU
TSX:FRUOil and Gas

Assessing Freehold Royalties (TSX:FRU) Valuation After Insider Buying and Executive Restructuring

Freehold Royalties (TSX:FRU) is back on investors radar after senior officer Lisa Farstad bought 7,000 shares and the company moved ahead with executive reshuffling, including scrapping the Chief Operating Officer role. See our latest analysis for Freehold Royalties. Those moves come as Freehold Royalties trades at CA$15.24, with a 1 month share price return of 8.78% and a 1 year total shareholder return of 21.32%, suggesting positive momentum is steadily building behind the story. If insider...
TSXV:AUMB
TSXV:AUMBMetals and Mining

Taking Stock of 1911 Gold (TSXV:AUMB)’s Valuation After Its C$23 Million Financing and Corporate Updates

1911 Gold (TSXV:AUMB) has just wrapped up a C$23 million LIFE offering and private placement, earmarking the cash for Canadian exploration, development work, and general corporate purposes. This puts fresh capital behind its growth plans. See our latest analysis for 1911 Gold. That fresh C$23 million comes on the heels of conditional approval to issue shares to a service provider and tweak executive share units, and the story is clearly showing up in the numbers. The company has a 30 day...
TSX:PPTA
TSX:PPTAMetals and Mining

New Stibnite Leadership Hires Might Change The Case For Investing In Perpetua Resources (TSX:PPTA)

Perpetua Resources recently expanded its leadership team, appointing Jim Norine as Senior Vice President Projects and Tim Kahl as Senior Vice President Technical Services to support ongoing Early Works construction at the Stibnite Gold Project. The addition of two executives with deep mining project delivery and operational readiness experience signals a sharpening focus on moving Stibnite toward potential development decisions. We’ll now examine how strengthening Perpetua’s project and...
TSX:CNQ
TSX:CNQOil and Gas

Has Canadian Natural Resources Run Too Far After Its 281.4% Five Year Surge?

Wondering if Canadian Natural Resources is still a smart buy after such a big multi year run? This article will walk through whether the current price still makes sense or if the easy money has already been made. The stock has climbed 6.6% over the last month and 10.7% over the past year, on top of a striking 281.4% gain over five years. It is no surprise investors are asking whether the valuation is starting to look stretched. Recent moves have come amid a firmer oil price backdrop and...
TSX:TOU
TSX:TOUOil and Gas

Tourmaline Oil (TSX:TOU) Valuation Check After Quarterly Dividend Confirmation

Tourmaline Oil (TSX:TOU) just reaffirmed its income story, declaring a CAD 0.50 quarterly cash dividend payable December 31 to shareholders on record as of December 15, designated as an eligible dividend for Canadian tax purposes. See our latest analysis for Tourmaline Oil. The dividend affirmation lands while Tourmaline’s share price has climbed around 13% over the past quarter to about CA$65.50. However, its year to date share price return is still slightly negative, and long term total...
TSX:SCR
TSX:SCROil and Gas

Should Strathcona’s Higher 2026 Output on Unchanged Budget Require Action From Strathcona Resources (TSX:SCR) Investors?

Strathcona Resources has completed its acquisition of the Vawn thermal project and adjacent undeveloped lands, increased its 2026 production guidance to 120–130 Mbbls/d, and kept its CA$1.00 billion capital budget intact while slightly rebalancing sustaining capital. The integration of Vawn with the nearby Edam project and added thermal growth inventory is expected to enhance long-term production capacity and operating efficiencies across Strathcona’s Lloydminster portfolio. We’ll now...
TSX:NTR
TSX:NTRChemicals

Nutrien (TSX:NTR) Valuation After Earnings Beat, Raised Potash Guidance and Strong Crop Nutrient Outlook

Nutrien (TSX:NTR) just delivered third quarter results that beat expectations, with profits jumping and sales climbing across its Potash, Nitrogen, and Phosphate units, prompting management to lift potash volume guidance. See our latest analysis for Nutrien. The strong quarter fits a broader upswing for Nutrien, with a roughly 28 percent 1 year total shareholder return and near 28 percent year to date share price return, suggesting that momentum is rebuilding as earnings visibility...