TSX:IVN
TSX:IVNMetals and Mining

Why Ivanhoe Mines (TSX:IVN) Maintained Guidance After Record Output and Seismic Disruptions

Ivanhoe Mines released its second quarter and first half 2025 results, highlighting record copper output at Kamoa-Kakula prior to May's seismic activity and record ore throughput and zinc grades at Kipushi, along with financial disclosures including US$96.76 million in sales and US$44.05 million in net income for the quarter. An important insight is that despite operational disruptions, Ivanhoe Mines maintained its revised annual production guidance for both Kamoa-Kakula and Kipushi,...
TSX:CPX
TSX:CPXRenewable Energy

Does Capital Power’s (TSX:CPX) Dividend Hike Reflect Enduring Confidence Despite a Swing to Losses?

Capital Power Corporation reported its second-quarter 2025 financial results in late July, posting sales of CA$407 million and a net loss of CA$132 million, compared to a net income of CA$75 million in the same period last year. Despite the decline in financial performance, Capital Power’s board announced a 6% increase to its quarterly common share dividend, signaling an ongoing commitment to shareholder returns. We’ll explore how the shift from profitability to a net loss shapes Capital...
TSX:K
TSX:KMetals and Mining

Kinross Gold (TSX:K) Is Up 16.9% After Strong Q2 Earnings and Maintained 2025 Outlook – Has the Bull Case Changed?

Earlier this month, Kinross Gold Corporation reaffirmed its 2025 production guidance after reporting strong second quarter earnings, with net income for the quarter rising to US$530.7 million and the board declaring a US$0.03 per share dividend, while also completing a share buyback of over 15 million shares. An interesting insight is that the company managed to surpass analyst expectations on revenue and earnings margins, despite a modest year-on-year dip in production volume, signaling...
TSX:CLS
TSX:CLSElectronic

Celestica (TSX:CLS) Is Up 6.3% After Raising Outlook and Unveiling New AI Storage Solution – Has The Bull Case Changed?

Celestica reported robust second quarter earnings results, raised its full-year revenue guidance to US$11.55 billion, and introduced the advanced SC6110 storage controller for mission-critical enterprise applications. The combination of upgraded earnings expectations, expanded high-value AI-driven offerings, and positive analyst estimate revisions signals rising momentum across the company's business segments. We'll take a look at how Celestica's raised guidance and strong operational...
TSX:STN
TSX:STNConstruction

The Bull Case For Stantec (TSX:STN) Could Change Following Analyst Upgrades Ahead of Q2 Earnings

Wall Street is anticipating that Stantec will report higher year-over-year earnings and revenues for the quarter ended June 2025, with the results expected to be released on August 13. Recent analyst revisions have indicated increased optimism for Stantec’s earnings prospects, with stronger expectations for a potential earnings beat compared to previous forecasts. With analysts raising earnings estimates, we’ll explore how this rising optimism could affect Stantec’s outlook and investment...
TSX:AIF
TSX:AIFReal Estate

Can Altus Group’s (TSX:AIF) Revised Guidance Reshape Investor Confidence in Its Long-Term Vision?

Altus Group reported improved second-quarter earnings and sales results, affirmed a quarterly dividend of CA$0.15 per share, but also lowered its full-year revenue growth guidance due to persistent macroeconomic challenges. While the company’s quarterly performance showed stronger profitability, the tempered revenue outlook highlights management’s caution amid interest rate and trade uncertainties. We'll examine how Altus Group’s better earnings, alongside a lowered revenue forecast, impact...