Canadian Leisure Stock News

TSX:IFC
TSX:IFCInsurance

Should Intact’s Softer Q2 Earnings and Ongoing Buybacks Reshape the Capital Story for TSX:IFC Investors?

In late July 2026, Intact Financial Corporation reported that its second-quarter net income fell to C$720 million, with basic earnings per share from continuing operations at C$3.91, and approved a C$1.47 quarterly common dividend alongside a range of preferred share dividends payable in late September. Alongside the earnings softness versus last year, Intact completed a C$208 million buyback of 778,272 shares, modestly shrinking its share count while continuing to return cash through both...
TSX:CCA
TSX:CCATelecom

Does Cogeco’s Dividend Hike Amid Heavy Losses Change The Bull Case For Cogeco Communications (TSX:CCA)?

Cogeco Communications Inc. reported third-quarter 2026 results showing sales of C$696.68 million versus C$730.68 million a year earlier and a net loss of C$1,356.28 million, compared with net income of C$69.9 million. Despite weaker sales and a very large swing to losses over the quarter and first nine months of fiscal 2026, the Board increased the quarterly cash dividend by 7.0% to C$0.987 per share, with the ex-dividend date having already passed on 17 July 2026. We’ll now examine how...
TSX:TD
TSX:TDBanks

Toronto-Dominion Bank (TSX:TD) After Its SGD 350 Million Note Sale Looks Fully Valued

Toronto-Dominion Bank (TSX:TD) has just completed a SGD 350 million fixed rate reset callable subordinated note issuance, aimed at general corporate purposes, including possible capital security redemptions and liability repayment. See our latest analysis for Toronto-Dominion Bank. The SGD 350 million subordinated note comes on the heels of several recent fixed income offerings and partnership announcements. The CA$169.97 share price sits against a 90 day share price return of 18.92% and a 5...
TSX:TPZ
TSX:TPZOil and Gas

Oil Price Spike Puts Topaz Energy Beach Energy And Logan Energy In Focus

Geopolitical risk is back in focus after Donald Trump’s pledge of a strong military response to Iran, a missile strike on US targets, and a sharp move in Brent crude to just under $90 a barrel. Sudden swings in oil and gas markets can reshape expectations for cash flows, capital spending, and balance sheets across large producers. That creates both potential openings and fresh risks for energy sector stocks. This article walks through 3 stocks from our Energy Sector Stocks screener that...
TSX:CM
TSX:CMBanks

How Investors Are Reacting To Canadian Imperial Bank of Commerce (TSX:CM) New Awards and Debt Issuance

In recent weeks, Canadian Imperial Bank of Commerce has launched and completed several fixed‑income offerings, including new callable senior unsecured notes in US$ and € with fixed coupons ranging from 4.08% to 5.25%, while its asset management arm also confirmed July 2026 cash distributions for CIBC ETFs. Over the same period, CIBC has been recognized as Best in Class for Canadian digital banking and has earned multiple global awards for its generative AI and digital transformation...
TSXV:BRM
TSXV:BRMCommercial Services

TSX Penny Stocks To Watch In July 2026

As the Canadian market navigates rising oil prices and higher yields, investors are closely watching how these factors might influence central bank decisions and economic resilience. In this context, penny stocks—often representing smaller or newer companies—continue to offer intriguing opportunities for those looking beyond the major players. While the term may seem outdated, these stocks can still provide value when backed by strong financials, and we've identified three such examples that...
TSX:BMO
TSX:BMOBanks

Does BMO’s AI-Driven Retail Banking Recognition Reshape the Bull Case for Bank of Montreal (TSX:BMO)?

Earlier this month, Bank of Montreal issued a series of fixed-rate, senior unsecured Eurobonds maturing between 2029 and 2034, while also being named Canada’s Best Retail Bank at the Euromoney Awards for Excellence 2026 for its AI-enabled, client-focused banking model. Together with new mutual fund launches and its women-owned business grant program, these moves highlight how BMO is pairing balance sheet growth with product innovation and community impact to reinforce its competitive...
TSX:BCE
TSX:BCETelecom

BCE (TSX:BCE) Cuts Its Dividend For AI Spending, Is It Still 18% Below Fair Value?

BCE (TSX:BCE) has sharply reduced its annual dividend to redirect cash toward debt reduction and planned spending on AI and digital infrastructure, including a major AI data centre project in Saskatchewan. See our latest analysis for BCE. BCE's share price has been under pressure despite the AI push, with a 30 day share price return down 5.35% and a 3 year total shareholder return down 32.36%. This signals fading momentum as the stock adjusts to dividend and spending changes. If this shift...
TSX:BEI.UN
TSX:BEI.UNResidential REITs

Boardwalk Real Estate Investment Trust (TSX:BEI.UN) Expands With DGAM Co Ownership, Is It Still Below Fair Value?

Boardwalk Real Estate Investment Trust (TSX:BEI.UN) is back in focus after its latest update on affordable housing operations, new co ownership plans in Western Canada, recent asset sales and a multi tranche share buyback. See our latest analysis for Boardwalk Real Estate Investment Trust. At a latest share price of CA$65.8, Boardwalk Real Estate Investment Trust has seen a modest 1-day share price return of 1.46%, while its 1-year total shareholder return declined 6.22%, suggesting recent...
TSX:BNS
TSX:BNSBanks

Scotiabank (TSX:BNS) Stock Still Looks Undervalued Despite Its 125% Run

Bank of Nova Scotia stock has delivered a strong 125.2% total return over the past three years, while the intrinsic value estimate from the Excess Returns model and earnings based valuation checks both suggest the shares still trade at a discount. Over three years, Bank of Nova Scotia has returned 125.2%, which places extra focus on whether the current share price already reflects its fundamentals. Future loan growth and fee income can support the intrinsic value case, but long term credit...
TSX:MG
TSX:MGAuto Components

Magna Stock Faces Fresh Tariff Pressure As US Canada Trade Risks Return

Cross border trade friction between the US and Canada is back in focus after the Trump administration announced 50% tariffs on US$20b of Canadian electrical equipment and machinery imports from mid August. With no carve outs under the United States Mexico Canada Agreement and the risk of Canadian retaliation, some stocks tied to these supply chains could face higher costs, contract uncertainty and freight disruption. This article examines three stocks exposed to this news and explains how...
TSX:TPZ
TSX:TPZOil and Gas

Topaz Energy (TSX:TPZ) Stock Richly Priced Despite Strong Royalty Cash Flow

Topaz Energy stock closed at CA$31.55 on July 28, roughly flat over the past three months, yet the latest quarter gives long term holders more to think about than the daily quote suggests. The headline is simple: Q2 produced CA$111.2m of total revenue and CA$0.34 in basic earnings per share, alongside strong cash generation and a higher royalty production outlook. In the very near term the market is weighing a premium 33.7x P/E and a 4.31% yield that lacks full earnings and free cash flow...
TSX:MG
TSX:MGAuto Components

How Magna’s New 800‑Volt eDrive Deal in China Will Impact Magna International (TSX:MG) Investors

Magna International Inc. recently announced it had secured an 800‑volt, 250 kW 2‑speed eDrive program with Chery Automobile Co. Ltd., to be produced at Magna’s new Wuhu facility in China as part of its localized electrification push. This award, alongside the DHD Duo hybrid drive system now in series production with Chery’s Jetour G700, underscores Magna’s expanding role as a supplier across the full spectrum of electric and hybrid propulsion for Chinese OEMs. We’ll now examine how this new...
TSX:FCR.UN
TSX:FCR.UNRetail REITs

First Capital REIT (TSX:FCR.UN) Stock Faces Revenue Growth And FFO Pressure

First Capital Real Estate Investment Trust spent the past month drifting slightly lower, yet the unit price now sits around CA$23 with investors facing a very different story inside the latest earnings. The headline is pressure on profitability. Quarterly funds from operations, the core cash yardstick for a REIT, came in at about CA$59.5m, well below the prior two quarters, while net income dropped back toward more ordinary levels after a very large one off gain over the past year. The...
TSX:CNR
TSX:CNRTransportation

Canadian National Railway (TSX:CNR) Stock Looks Fully Valued With Cash Flow Rich And Earnings Fair

Canadian National Railway stock has put up a solid 50.2% return over the past five years, yet current checks suggest investors are now paying a premium to the company’s own Discounted Cash Flow (DCF) based intrinsic value while market multiples look roughly in line with peers. That mix leaves Canadian National Railway looking neither clearly cheap nor obviously stretched on first pass. A 50.2% gain over five years points to a company that has already rewarded patient shareholders, so fresh...
TSX:SIA
TSX:SIAHealthcare

How Investors Are Reacting To Sienna Senior Living (TSX:SIA) Expanding Its GTA Long-Term Care Footprint

Sienna Senior Living Inc. recently announced it will proceed with a $125,000,000 redevelopment of its Streetsville Community in Mississauga, Ontario, adding 138 new beds and replacing 118 existing beds by an anticipated late-2029 completion, following its previously announced $250,000,000 Glen Rouge project in Toronto expected to finish in 2030. This latest redevelopment underscores Sienna’s push to modernize and expand its Greater Toronto Area platform, potentially enhancing scale and...
TSX:GEI
TSX:GEIOil and Gas

Gibson Energy (TSX:GEI) Stock Rebound Hinges On Infrastructure Strength And Debt

Gibson Energy stock closed at CA$32.11 today, capping a steady run over the past three months, while the latest earnings landed like a reality check on how much of that optimism comes from fundamentals rather than mood. The headline is simple: Q2 brought a sharp rebound in profitability, with basic earnings per share at CA$0.48 and net income at CA$82.89 million. The market now needs to decide whether this earnings jump and record infrastructure adjusted earnings before interest, tax,...
TSX:TFII
TSX:TFIITransportation

TFI International (TSX:TFII) Margin Strength Meets LTL Pricing Friction

TFI International stock came into today priced near CA$209 after a choppy week that left shares down about 3% over seven days but still up solidly over three months. The headline from this trucking and logistics earnings release is margin power. Adjusted diluted earnings per share reached US$1.85 against guidance of US$1.50 to US$1.60, and operating income hit US$220 million with an 11.6% consolidated margin. Short term traders are reacting to a single print. Long term holders will be asking...
TSX:CLS
TSX:CLSElectronic

Celestica (TSX:CLS) Stock Asks Whether Record Margins Can Sustain AI Growth

Celestica stock came into today sitting near record territory at CA$492.14 after a modest 7‑day gain and slightly softer 90‑day stretch. The earnings print that hit the tape was all about power in the profit engine, not just the share price ticker. Q2 revenue reached US$4.70b with adjusted operating margin at 8.2%, a company high, and adjusted earnings per share landed at US$2.54. For a contract electronics manufacturer, that kind of margin profile is the real story. The key question from...
TSX:ATH
TSX:ATHOil and Gas

Athabasca Oil Stock In Focus As Iran Supply Risks Put Canadian Crude Back On Radar

Iran’s war-disrupted economy, with inflation near 90%, damaged energy infrastructure, banking cyberattacks, and over $100b of export earnings stuck offshore, is reshaping risk and potential opportunity across global oil and energy markets. For investors looking at oil and energy sector stocks, the question is how these shocks to supply, payments, and confidence might affect different parts of the value chain. This article walks through 3 stocks from our Oil and Energy Sector Stocks screener...
TSX:NFI
TSX:NFIMachinery

How Investors May Respond To NFI Group (TSX:NFI) Reshaping Its Debt With New Notes And Credit Extension

NFI Group Inc. recently completed an agreement to issue CA$350,000,000 of senior unsecured notes due 2033 at 6.625% interest, while amending and extending its first lien senior revolving credit facility to mature in 2030 with more flexible terms. The company plans to use the new notes to refinance existing borrowings, including its first lien facility and upcoming convertible debenture repayment, reshaping both its debt profile and liquidity. We’ll now examine how this large unsecured notes...
TSX:TKO
TSX:TKOMetals and Mining

Trekor Metals (TSX:TKO) Reaffirmed 2026 Copper Guidance, Is The 25% Undervaluation Still Compelling?

Trekor Metals (TSX:TKO) reaffirmed its 2026 copper production guidance while reporting second quarter output from the Gibraltar and Florence Copper operations, giving investors fresh data on current production levels and project execution. See our latest analysis for Trekor Metals. At a current share price of CA$10.03, Trekor Metals has seen strong momentum build over 2026, with a year to date share price return of 30.77% and a 3 year total shareholder return of 399% that reflects how...
TSX:AIF
TSX:AIFReal Estate

How Investors May Respond To Altus Group (TSX:AIF) Appointing a SaaS-Focused CFO to Lead Its Tech Transition

Altus Group Limited recently announced that Katie Royce will become Chief Financial Officer on August 3, 2026, with outgoing CFO Pawan Chhabra staying through September to ensure an orderly transition. This leadership change pairs Royce’s extensive SaaS, investor relations, and enterprise transformation background with Altus Group’s ongoing shift toward being a pure-play commercial real estate technology company. Next, we’ll consider how bringing in a CFO with deep SaaS and investor...