TSX:WCP
TSX:WCPOil and Gas

Assessing Whitecap Resources (TSX:WCP) Valuation After Investor Day Buyback Plan And Dividend Confirmation

Whitecap Resources (TSX:WCP) has sharpened investor focus after affirming its January cash dividend of CA$0.0608 per share and outlining a 2026 plan that relies on buybacks alongside ongoing monthly payouts. See our latest analysis for Whitecap Resources. The recent Investor Day update on a counter cyclical capital plan, anchored to a US$60 oil price and focused on buybacks plus dividends, seems to align with strong momentum, with a 90 day share price return of 19.32% and a 1 year total...
TSX:OCG
TSX:OCGMetals and Mining

Assessing Outcrop Silver & Gold (TSX:OCG) Valuation After New Santa Ana Drill Results

Outcrop Silver & Gold (TSX:OCG) has drawn fresh attention after reporting additional drill results from the Aguilar vein at its Santa Ana project in Colombia, confirming high grade silver and gold mineralization in blind targets. See our latest analysis for Outcrop Silver & Gold. At a share price of CA$0.565, Outcrop Silver & Gold has had a 30 day share price return of 22.83% and a 90 day share price return of 82.26%, while its 1 year total shareholder return of 182.50% suggests momentum has...
TSX:NA
TSX:NABanks

National Bank of Canada’s New Euro Bond and Dubai Office Could Be A Game Changer For National Bank of Canada (TSX:NA)

Earlier in January 2026, National Bank of Canada completed a €998.94 million fixed-to-floating senior secured covered bond offering due 2032 and opened a new office in the Dubai International Financial Centre to support Canadian clients in the Middle East. These moves, alongside ongoing integration of Canadian Western Bank, signal an effort to broaden funding sources and deepen international and cross-border capabilities. We’ll now examine how the ahead-of-schedule Canadian Western Bank...
TSX:MRU
TSX:MRUConsumer Retailing

Metro Q1 2026 Net Margin Slippage Tests Bullish Resilience Narratives

Metro (TSX:MRU) opened Q1 2026 with revenue of CA$5.3b and basic EPS of CA$1.05, setting the tone for a steady start to the new fiscal year. The company has seen quarterly revenue move from CA$4.9b in Q2 2025 to CA$5.1b in Q4 2025 and CA$5.3b in the latest quarter. EPS has ranged between roughly CA$1.00 and CA$1.48 over the past five reported quarters, giving investors a clear view of how the top and bottom lines are tracking into 2026. With trailing net profit margins sitting in the mid...
TSX:AG
TSX:AGMetals and Mining

A Look At First Majestic Silver’s Valuation As Record Output And Cerro Los Gatos Deal Lift Investor Interest

First Majestic Silver (TSX:AG) is in focus after reporting record 2025 silver output, acquiring a 70% stake in the Cerro Los Gatos mine, and outlining a higher dividend tied to future quarterly revenues. See our latest analysis for First Majestic Silver. The stock’s strong production update, higher revenue linked dividend and new 2026 guidance have coincided with a sharp acceleration in momentum. This includes a 30 day share price return of 48.41%, a 90 day return of 98.07% and a 1 year total...
TSX:IAU
TSX:IAUMetals and Mining

A Look At i-80 Gold (TSX:IAU) Valuation After High Grade Granite Creek Drill Results

i-80 Gold (TSX:IAU) has drawn fresh attention after reporting new assay results from its 2025 drilling campaign at the Granite Creek Underground Project, highlighting high grade mineralization and potential resource expansion at the South Pacific Zone. See our latest analysis for i-80 Gold. That drilling update lands at a time when momentum in i-80 Gold’s shares has been building, with a 30 day share price return of 19.05%, a 90 day share price return of 89.39% and a 1 year total shareholder...
TSX:MFC
TSX:MFCInsurance

How Investors Are Reacting To Manulife Financial (TSX:MFC) After CIBC’s Upgrade On Asian Momentum

Earlier in January, CIBC upgraded Manulife Financial Corporation to Outperformer from Neutral, citing the insurer’s steady progress toward its medium-term goals and healthier core life insurance operations supported by higher long-duration yields and better asset-liability matching. CIBC also pointed to accelerating momentum in Manulife’s Asian wealth management business, underscoring how this region has become central to the company’s longer-term growth ambitions. Next, we’ll explore how...
TSX:BCE
TSX:BCETelecom

How BCE Preferreds Joining the S&P/TSX Index Will Impact BCE (TSX:BCE) Investors

BCE Inc.’s preferred shares were added to the S&P/TSX Preferred Share Index on 19 January 2026, marking their inclusion in a key Canadian benchmark for this asset class. This index inclusion can matter for investors because it often influences institutional portfolio construction and liquidity in the underlying preferred securities. With this index inclusion as a catalyst, we’ll explore how it shapes BCE’s investment narrative, particularly around preferred share demand. The end of cancer?...
TSX:TLG
TSX:TLGMetals and Mining

Troilus Mining (TSX:TLG) Is Up 16.3% After High-Grade Southwest Hits And Bear Lake Discovery

In January 2026, Troilus Mining Corp. reported results from its completed 2025 exploration program at the Troilus copper-gold project in Quebec, highlighting record high-grade intercepts in the Southwest Zone and strong near-mine mineralization. The company also identified a new mineralized trend called Bear Lake within its 435 km2 land package, suggesting additional upside beyond the existing mineralized corridor as it advances toward a construction decision. We’ll now examine how these...
TSXV:PNG
TSXV:PNGElectronic

Assessing Kraken Robotics (TSXV:PNG) Valuation After New CA$35 Million Battery Orders And Contract Momentum

Kraken Robotics (TSXV:PNG) is back in focus after announcing $35 million in new SeaPower battery orders from three customers, along with continued contract activity in defense and commercial survey markets that is drawing fresh investor attention. See our latest analysis for Kraken Robotics. These new SeaPower orders arrive at a time when momentum in the shares has been strong, with a 30 day share price return of 38.82% and a 1 year total shareholder return of 216.00%. This suggests sentiment...
TSX:BN
TSX:BNCapital Markets

Brookfield (TSX:BN) Valuation Check As AI Infrastructure Fund Plans And Investor Support Gain Attention

Why Brookfield’s index move and AI push matter now Brookfield (TSX:BN) is drawing fresh attention after its preferred shares were added to the S&P/TSX Preferred Share Index, alongside growing focus on its AI infrastructure fund plans and commentary from high profile investors. See our latest analysis for Brookfield. Those index additions and AI infrastructure headlines come as Brookfield’s share price sits at CA$64.42, with recent momentum relatively muted over 30 and 90 days. Its 1 year, 3...
TSX:BTE
TSX:BTEOil and Gas

Assessing Baytex Energy (TSX:BTE) Valuation After US$2.14b Eagle Ford Asset Sale And Refocus On Canada

Why Baytex Energy’s asset sale and conference appearance matter now Baytex Energy (TSX:BTE) has drawn fresh attention after agreeing to sell its Eagle Ford asset for US$2.14b, with management set to discuss the refocused business at the CIBC Western Institutional Investor Conference. For you as a shareholder or potential investor, this combination of a large U.S. asset sale and a renewed emphasis on Canadian operations raises practical questions around capital allocation, future production...
TSX:NWH.UN
TSX:NWH.UNHealth Care REITs

Assessing NorthWest Healthcare Properties REIT (TSX:NWH.UN) Valuation After Recent Share Price Strength

Why NorthWest Healthcare Properties Real Estate Investment Trust Is On Investors’ Radar NorthWest Healthcare Properties Real Estate Investment Trust (TSX:NWH.UN) has drawn attention after a period where recent returns and current fundamentals are giving investors fresh data points to assess its units. Over the past month, the unit price total return is about 11%, with a similar gain over the past 3 months and roughly 10% year to date. Over the past year, the REIT shows a total return near...
TSX:ABX
TSX:ABXMetals and Mining

Barrick Mining CFO Transition Puts Capital Allocation In The Spotlight

Barrick Mining (TSX:ABX) has announced the appointment of Helen Cai as Chief Financial Officer and Senior Executive Vice President. She will succeed Graham Shuttleworth in the CFO role. The change represents a senior leadership transition at the company. Barrick Mining, listed on the TSX under the ticker TSX:ABX, operates as a major gold and copper producer with assets across multiple regions. For investors, changes in senior finance leadership can influence how the company approaches...
TSX:DPM
TSX:DPMMetals and Mining

Do DPM Metals’ (TSX:DPM) New NI 43-101 Filings Clarify the Real Strength of Its Portfolio?

Canaccord analyst Jeremy Hoy recently highlighted DPM Metals after the company filed NI 43-101 Technical Reports for its Serbian Rakita Camp Prospects and Čoka Rakita Gold Project, alongside updates on the ramp-up of the Vareš operation. These filings and project updates provide investors with more detailed geological and operational information, potentially sharpening how the market assesses DPM Metals’ portfolio strength and project pipeline. We’ll now look at how the fresh NI 43-101...
TSX:CNR
TSX:CNRTransportation

How Investors May Respond To Canadian National Railway (TSX:CNR) Freight Recession Cost Cuts And New CCO

Canadian National Railway recently launched a CA$75,000,000 cost reduction program, including management cuts and lower 2026 capital spending, to adjust to a freight recession and softer volumes. The company has also installed a new Chief Commercial Officer to sharpen sales execution and boost utilization of its continent-spanning rail network and intermodal assets. Next, we’ll examine how this cost reduction drive and leadership change could influence Canadian National Railway’s broader...
TSX:AGF.B
TSX:AGF.BCapital Markets

AGF Management (TSX:AGF.B) Margin Improvement Challenges Long Term Earnings Decline Narrative

AGF Management (TSX:AGF.B) closed out FY 2025 with fourth quarter revenue of $159.4 million and basic EPS of $0.71, setting the tone for a year in which trailing twelve month revenue reached $588.7 million and EPS came in at $1.99, alongside a net margin of 19.7% compared with 16.6% the prior year. Over the past five years, earnings declined at an average annual rate of 7.3%, but over the last twelve months they grew 31%, giving investors a cleaner margin story to weigh against that longer...
NEOE:BTQ
NEOE:BTQSoftware

Assessing BTQ Technologies (NEOE:BTQ) Valuation After New Quantum Compute In Memory Chip Partnership

Why BTQ’s new chip partnership matters for shareholders BTQ Technologies (NEOE:BTQ) has drawn fresh attention after announcing a collaboration with Taiwan’s Industrial Technology Research Institute to advance and validate its Quantum Compute In Memory chip for post quantum cryptographic hardware. See our latest analysis for BTQ Technologies. Even with this new chip collaboration in focus, BTQ Technologies’ share price has been under pressure recently. The 30 day share price return shows a...
TSX:ATZ
TSX:ATZSpecialty Retail

Do Aritzia’s (TSX:ATZ) Shareholder Sales Hint At A Shifting Long-Term Ownership Story?

Aritzia Inc. recently filed a final short form prospectus for a bought deal secondary offering, enabling selling shareholders to sell 1,537,000 subordinate voting shares at $130.20 per share, with an additional 230,550 shares available to underwriters through an over-allotment option. While these shares are being sold by existing investors rather than raising new capital for Aritzia, the move highlights shifting shareholder ownership alongside ongoing efforts to manage higher U.S...
TSX:TD
TSX:TDBanks

TD Bank Expands Capital Markets While Accelerating Buybacks And Debt Redemption

Toronto-Dominion Bank (TSX:TD) is expanding its debt and equity capital markets business by hiring six senior bankers from rival institutions. The bank has also announced a new multi billion dollar share repurchase program. TD plans to redeem CA$1.25b in subordinated notes as part of its latest capital actions. For investors watching Toronto-Dominion Bank, the combination of capital markets hiring and balance sheet moves comes on top of a long record of share price performance. TSX:TD last...
TSX:BAM
TSX:BAMCapital Markets

A Look At Brookfield Asset Management (TSX:BAM) Valuation After Recent Share Price Weakness

Why Brookfield Asset Management is on investors’ radar today Brookfield Asset Management (TSX:BAM) has drawn fresh attention after recent share price weakness, with the stock down over the past month and past 3 months, prompting investors to reassess its fundamentals and return profile. See our latest analysis for Brookfield Asset Management. The recent softness in Brookfield Asset Management’s share price, including a 1-day share price return of a 0.19% decline and a 90-day share price...
TSXV:HIVE
TSXV:HIVESoftware

Assessing HIVE Digital Technologies (TSXV:HIVE) Valuation After Analyst Downgrades And Paraguay AI Expansion

Recent analyst downgrades of HIVE Digital Technologies (TSXV:HIVE) have sharpened focus on whether its bitcoin mining expansion and AI cloud ambitions can justify the current share price and recent volatility. See our latest analysis for HIVE Digital Technologies. The recent analyst downgrades come after a sharp 46.33% 3 month share price decline and a weaker 7 day share price return of 9.94%, even though the year to date share price return is 11.5% and the 1 year total shareholder return is...
TSXV:SM
TSXV:SMMetals and Mining

Will New Tlacotal Land Use and Purchases Shift Sierra Madre Gold and Silver's (TSXV:SM) Narrative?

Sierra Madre Gold and Silver Ltd. recently received authorization for a change of land use at its Tlacotal property within the La Guitarra silver-gold complex in Estado de Mexico, and executed land purchase agreements covering the permit area plus an additional 33.1 hectares. The company also secured an option to purchase private lands southwest of, and beneath, the existing tailings facility via the Lopez Extension, potentially widening its footprint for future operational planning at La...
TSX:ATRL
TSX:ATRLConstruction

A Look At AtkinsRéalis Group (TSX:ATRL) Valuation After New Middle East Transportation Leadership Appointment

Leadership move in the Middle East transport business AtkinsRéalis Group (TSX:ATRL) has appointed Belal Deiranieh as Senior Vice President, Transportation for its Middle East operations, a move that brings rail, roads, aviation, and defence under a single regional leader. See our latest analysis for AtkinsRéalis Group. AtkinsRéalis Group’s CA$94.93 share price sits against a mixed recent pattern, with a 4.95% 1 month share price return but a 5.31% 3 month decline. The 1 year total shareholder...