TSX:BAM
TSX:BAMCapital Markets

Does Brookfield’s Latest Investment Partnership Mean Its Stock Still Has Room to Climb in 2025?

Curious if Brookfield Asset Management is a sleeper value or a stock that has already run too far? If you have ever wondered whether now is the right time to get in, you are not alone. Shares are currently at $75.99 after dipping 1.1% in the last week, with a 5.8% slide over the past month. However, they remain in the green for the year with a 1.8% gain. Market sentiment recently shifted after news of Brookfield's latest investment partnership and ongoing expansion efforts in infrastructure...
TSX:CCO
TSX:CCOOil and Gas

Does Cameco’s Recent 8% Slide Signal a Better Entry in 2025?

Ever wondered if Cameco is actually a bargain or just riding the latest wave? You are not alone in asking the value question about this stock. Despite a sharp 8.3% drop in the last week, Cameco stock is still up a massive 82.0% year-to-date and an eye-watering 1,005.2% over five years, turning plenty of heads among growth-focused investors. Recently, the stock price surge has been fueled by heightened global interest in nuclear energy and government policy shifts that favor uranium...
TSXV:HIVE
TSXV:HIVESoftware

Assessing HIVE Digital Technologies (TSXV:HIVE) Valuation Following Recent Share Price Surge

HIVE Digital Technologies (TSXV:HIVE) has captured investor attention lately thanks to its recent share price surge over the past 3 months. Many are looking more closely at what is driving HIVE’s performance and what its future direction might be. See our latest analysis for HIVE Digital Technologies. After a remarkable 137% 3-month share price return, HIVE Digital Technologies is firmly back in the spotlight. While the 1-month share price return of 10.6% points to continued momentum, the...
TSX:NTR
TSX:NTRChemicals

What Nutrien (TSX:NTR)'s Upward Earnings Revisions Reveal About Analyst Confidence

In the lead-up to Nutrien's Q3 earnings report, analysts projected a significant year-over-year increase in earnings per share and higher revenues, driven by growth in core segments such as Nitrogen, Phosphate, and Potash. Recent upward revisions in consensus estimates highlight rising analyst confidence in Nutrien's near-term business outlook and key operational performance. We'll examine how analysts' increasing optimism about revenue and earnings could shape Nutrien's investment narrative...
TSX:FTS
TSX:FTSElectric Utilities

Fortis (TSX:FTS) Margins Edge Higher, Reinforcing Value Narrative Despite Dividend Sustainability Concerns

Fortis (TSX:FTS) reported net profit margins of 14.1%, a slight uptick from last year’s 13.9%. The company grew earnings at an annualized rate of 7.8% over the past five years. Its shares are trading at CA$71.24, below an estimated fair value of CA$270.48. The forward-looking earnings growth forecast is 6.9% per year, lagging the broader Canadian market’s 12.1% pace. Margins remain healthy, but with flagged risks around dividend sustainability and financial position, investors will be focused...
TSX:NGD
TSX:NGDMetals and Mining

Is New Gold’s 146% Rally Driven by Fundamentals or Hype?

Wondering if New Gold’s wild run makes it a hidden gem or a risky bet? You’re not alone if the recent buzz has you curious about what’s driving its value. The stock has skyrocketed, boasting a 146.3% climb year-to-date and a staggering 144.4% gain over the past 12 months. It has also seen some short-term dips, such as a 9.1% drop in the last month. Recent headlines highlight increased gold production and upbeat analyst upgrades. Both of these have sparked renewed optimism and contributed to...
TSX:AC
TSX:ACAirlines

Will Weaker Q3 Results and US Route Expansion Change Air Canada's (TSX:AC) Narrative?

Air Canada recently reported its third quarter 2025 financial results, with revenue of C$5.77 billion and net income of C$264 million, down from C$6.11 billion and C$2.04 billion, respectively, in the same period last year, alongside earnings per share that also saw a substantial decrease year-over-year. At the same time, Air Canada announced a significant expansion at Billy Bishop Toronto City Airport, introducing new transborder routes to major U.S. cities and elevating the passenger...
TSX:BMO
TSX:BMOBanks

Is Bank of Montreal’s U.S. Acquisitions Driving Real Value After a 42.7% Rally?

Curious if Bank of Montreal is as undervalued as some investors think? Let’s break down what’s really happening with the stock’s pricing and long-term outlook. The stock has seen impressive growth over the past year, climbing 42.7%, and is up a striking 23.6% since the start of the year. However, recent weeks have brought some pullback. Much of the market’s buzz relates to Bank of Montreal’s recent strategic acquisitions in the U.S. banking sector and ongoing efforts to bolster its digital...
TSX:FFH
TSX:FFHInsurance

Is Fairfax (TSX:FFH) Signaling a New Capital Strategy With Its Universal Shelf Registration?

Fairfax Financial Holdings recently filed a universal shelf registration, allowing it the flexibility to issue subordinate voting shares, preferred shares, debt securities, warrants, and units in the future. This filing signals that Fairfax may be preparing for possible future funding activities or strategic initiatives, attracting attention from investors and industry observers. We'll explore how Fairfax's ability to raise capital through multiple types of securities could affect its...
TSX:CRRX
TSX:CRRXConsumer Retailing

CareRx (TSX:CRRX) Reports CA$1.1M One-Off Loss, Challenging Sustainability Narrative

CareRx (TSX:CRRX) posted average annual earnings growth of 41.4% over the last five years, becoming profitable in the process. Looking ahead, revenue is forecast to grow 5.84% per year, which is slightly faster than the broader Canadian market. However, the past twelve months were affected by a one-off CA$1.1 million loss that impacted the quality of reported earnings through September 2025. Shares are trading at CA$3.65, well below an internal DCF estimate of CA$7.74. This makes current...
TSX:BTE
TSX:BTEOil and Gas

Baytex Energy (TSX:BTE): Valuation Insights After Earnings Beat and Record Pembina Duvernay Production

Baytex Energy (TSX:BTE) just posted its quarterly results, catching investor attention with an earnings beat, record Pembina Duvernay production, and healthy free cash flow. This comes even as revenue and net income slipped year-over-year. See our latest analysis for Baytex Energy. Despite some turbulence this year, Baytex’s share price has rebounded 13% over the past 90 days as investors digest stronger earnings, production highs in Pembina Duvernay, and a renewed focus on core Canadian...
TSX:BTB.UN
TSX:BTB.UNREITs

BTB REIT (TSX:BTB.UN) Profit Margin Soars on One-Off Gain, Reinforcing Bullish Narratives

BTB Real Estate Investment Trust (TSX:BTB.UN) delivered a striking 94.9% EPS growth over the past twelve months. Revenue is expected to increase at 3.3% per year, trailing the broader Canadian market's 5.1% forecast. Net profit margin jumped to 32.3% from last year’s 16.7%, thanks largely to a one-off gain of CA$11.7 million. Trading at a P/E of 7.9x, which is well below both peer and global industry averages, BTB.UN is priced at CA$3.77 and sits under its fair value estimate of CA$6.08. The...
TSX:IPCO
TSX:IPCOOil and Gas

International Petroleum (TSX:IPCO) Margin Decline Challenges Growth Optimism Despite Strong Earnings Forecasts

International Petroleum (TSX:IPCO) reported earnings growth of 9.7% per year over the last five years, with current net profit margins at 4.9%, down from 16.6% a year ago. Looking ahead, consensus expects annual earnings to grow 40.2%, well ahead of the Canadian market, and revenue is projected to expand by 18.2% per year, outpacing sector averages. These results set the stage for investors to weigh high future growth forecasts and quality earnings in comparison to declining profit margins...
TSX:ALC
TSX:ALCShipping

Algoma Central (TSX:ALC) Margin Gain Reinforces Value Narrative on 36% Earnings Growth

Algoma Central (TSX:ALC) posted net profit margins of 13.3%, up from 10.6% a year ago, marking a clear improvement in profitability. Earnings soared 36.4% this year, well ahead of the company’s five-year average growth rate of 10.2% per year. This underscores robust momentum and consistent, high-quality profit expansion. With earnings growth outpacing historical trends and current valuation measures signaling good value, investors have a constructive backdrop to interpret this quarter’s...