TSX:X
TSX:XCapital Markets

What TMX Group (TSX:X)'s Stronger Financing Activity Means For Shareholders

TMX Group recently reported its December 2025 financing and trading activity, showing higher year-over-year levels of new issuers and total capital raised across the Toronto Stock Exchange and TSX Venture Exchange. This operational update, alongside upcoming conference presentations by CEO John McKenzie, highlights growing issuer activity that could be meaningful for TMX’s core listings and trading businesses. We’ll now explore how the stronger year-over-year financing activity might...
TSX:CAE
TSX:CAEAerospace & Defense

Assessing CAE (TSX:CAE) Valuation After Joby eVTOL Simulator Milestone

CAE (TSX:CAE) is back in focus after Joby Aviation accepted the first of two high-fidelity eVTOL flight simulators built with the company. This marks a key step in Joby’s FAA certification and pilot training plans. See our latest analysis for CAE. Investors appear to be reacting positively to CAE’s role in advanced simulation such as the Joby partnership. The share price is at CA$47.40 after a 30 day share price return of 20.18% and a 1 year total shareholder return of 35.74%. Multi year...
TSX:CP
TSX:CPTransportation

Canadian Pacific Kansas City (TSX:CP) Valuation After New Five Year Union Agreements In The United States

Canadian Pacific Kansas City (TSX:CP) just locked in 16 five year collective bargaining agreements in the United States, covering wage increases for about 700 railroad workers. Two additional electrician agreements still await ratification. See our latest analysis for Canadian Pacific Kansas City. At a share price of CA$100.94, Canadian Pacific Kansas City has a 90 day share price return of 5.87% decline and a 1 year total shareholder return of 5.98% decline, pointing to fading momentum even...
TSX:TI
TSX:TIMetals and Mining

Titan Mining (TSX:TI) Files $150 Million Shelf Registration Is Its Capital Strategy Quietly Shifting?

Earlier this month, Titan Mining Corporation filed an omnibus shelf registration for up to $150 million of common shares, debt securities, warrants, and units, giving it the option to issue these instruments over time. This broad financing framework enhances Titan Mining’s flexibility to pursue future projects or balance-sheet initiatives without committing to a specific transaction today. We’ll now examine how this new $150 million shelf registration shapes Titan Mining’s investment...
TSX:ABRA
TSX:ABRAMetals and Mining

Does AbraSilver Resource (TSX:ABRA) Have a Deeper Exploration Upside Than Its Current Plan Implies?

AbraSilver Resource Corp. recently began its fully funded 15,000-metre Phase VI diamond drilling program at the wholly owned Diablillos silver-gold project in Argentina, aiming to expand and upgrade existing Mineral Resources and test high-priority exploration targets, including deeper sulphide and porphyry-style zones. A distinctive feature of this campaign is that it is being run in parallel with a Definitive Feasibility Study due in Second Quarter 2026, meaning any additional Mineral...
TSX:BTE
TSX:BTEOil and Gas

A Look At Baytex Energy’s Valuation After TD Cowen Downgrade And Share Repurchase Focus

TD Cowen’s downgrade of Baytex Energy (TSX:BTE) from Buy to Hold after recent share price gains has turned attention to the company’s share repurchase program and its link to crude prices above $65. See our latest analysis for Baytex Energy. Baytex’s 90 day share price return of 45.43% and 30 day gain of 6.22% have added to the story around its $4.61 share price. A 24.12% one year total shareholder return contrasts with a weaker three year record and a very large five year total shareholder...
TSX:SIS
TSX:SISMachinery

Is Savaria (TSX:SIS) Using Investor Day To Redefine Its Long-Term Mobility Narrative?

Savaria Corporation has announced that it will host an Investor Day in the Greater Toronto Area on April 14, 2026, featuring management presentations, updates on its Savaria One initiative, and a tour of its Brampton manufacturing facility. This planned event highlights Savaria’s effort to give investors deeper insight into its long-term planning in the accessibility and medical equipment markets, at a time when interest in home and patient mobility solutions is increasing. Against this...
TSX:VET
TSX:VETOil and Gas

Assessing Vermilion Energy (TSX:VET) Valuation As It Exits US Assets To Focus On Montney And Europe

Vermilion Energy (TSX:VET) is in focus after moving to exit its US operations and concentrate on Montney, Deep Basin, and European assets, a portfolio shift aimed at free cash flow, debt, and dividends. See our latest analysis for Vermilion Energy. The refocus on Montney, Deep Basin, and European assets comes as Vermilion’s share price has gained 19.86% over 90 days and 10.47% over 30 days. However, its 1 year total shareholder return shows a 13.36% decline and its 3 year total shareholder...
TSX:POW
TSX:POWInsurance

Assessing Power Corporation of Canada (TSX:POW) Valuation As Portage Ventures Expands Into Fintech Secondary Investments

Power Corporation of Canada (TSX:POW) is drawing fresh attention after Portage Ventures agreed to manage Point72 Ventures’ fintech portfolio, a US$280 million fund with stakes in 40 relatively mature fintech companies. See our latest analysis for Power Corporation of Canada. Despite a quiet share price over the past month, with the 30 day share price return around flat, the 90 day share price return of 19.01% and a three year total shareholder return of 139.00% suggest momentum has built over...
TSX:WFG
TSX:WFGForestry

West Fraser Timber (TSX:WFG) Is Up 5.5% After US$409 Million Lumber Goodwill Impairment Has The Bull Case Changed?

In January 2026, West Fraser Timber Co. Ltd. disclosed that it had recorded an approximately US$409 million non-cash impairment of goodwill in its Lumber segment for the fourth quarter of 2025, reflecting persistently challenging economic conditions and a recalibration of assumptions in its annual goodwill impairment test. This sizeable goodwill write-down highlights management’s reassessment of the long-term earnings potential of the Lumber business and the pressures affecting its...
TSX:DML
TSX:DMLOil and Gas

Is It Too Late To Consider Denison Mines (TSX:DML) After Its Strong Uranium Rally?

If you are wondering whether Denison Mines is priced attractively after its run in the uranium space, this article walks through what the current share price might imply about value. The stock last closed at C$5.14, with returns of 11.7% over 7 days, 50.3% over 30 days, 24.2% year to date and 89.0% over 1 year, plus a very large gain over 5 years. Recent coverage has centred on Denison Mines as a uranium focused name, with investors closely watching the sector and the company’s position...
TSX:CAR.UN
TSX:CAR.UNResidential REITs

Should CAPREIT’s CIO Exit and Ongoing Distributions Require Action From Canadian Apartment Properties REIT (TSX:CAR.UN) Investors?

Canadian Apartment Properties Real Estate Investment Trust announced its January 2026 monthly distribution of CA$0.12917 per unit, payable on February 17, 2026 to unitholders of record as of January 30, 2026. The REIT also disclosed that its inaugural Chief Investment Officer, Julian Schonfeldt, who has overseen more than CA$6.00 billion of transactions since 2022, will depart around April 30, 2026, raising questions about continuity in acquisitions and capital allocation. We’ll now examine...