Canadian Logistics Stock News

TSX:CLS
TSX:CLSElectronic

Celestica AMD Alliance Puts AI Infrastructure Growth Story In Focus

Celestica and AMD announced a new alliance to develop the Helios rack scale AI platform, with Celestica providing advanced networking switches for the system. The Helios platform is being built around Open Compute Project standards, aiming to support next generation AI infrastructure at scale. Celestica is also taking part in industry wide efforts to define open standards for co packaged optics integration in AI focused networking gear. For investors tracking TSX:CLS, this news follows a...
TSX:OLA
TSX:OLAMetals and Mining

Assessing Orla Mining (TSX:OLA) Valuation After A Sharp Pullback In A Strong Longer Term Run

Event context and recent share performance Orla Mining (TSX:OLA) has been drawing attention after recent share price moves, with the stock down about 10% over the past day and 18% over the past week, yet modestly positive over the past 3 months. See our latest analysis for Orla Mining. Set against a 1-year total shareholder return of 53.58% and multi year gains that exceed 7x, the recent weak share price returns suggest momentum is currently fading rather than accelerating. If you are...
TSX:TRP
TSX:TRPOil and Gas

TC Energy Weighs U.S. Expansion Against Capital Needs And Transition Risks

TC Energy CEO outlined a focus on expanding the company’s U.S. energy infrastructure footprint in a NYSE Live interview. The comments highlighted plans to pursue opportunities in U.S. assets and projects as a key corporate priority. The remarks come as investors track how TC Energy, TSX:TRP, balances its existing portfolio with new U.S.-focused initiatives. For investors watching TC Energy, TSX:TRP, the interview offers insight into how management is thinking about the next phase for the...
TSX:SVM
TSX:SVMMetals and Mining

Assessing Silvercorp Metals (TSX:SVM) Valuation After Strong Long Term Returns And Recent Share Price Pullback

Why Silvercorp Metals is on investors’ radar Silvercorp Metals (TSX:SVM) has caught attention after recent share price moves, with a 1 day return of about a 7% decline, contrasting with a gain of about 19% over the past 3 months. See our latest analysis for Silvercorp Metals. Despite the recent share price pullback, with a 7 day share price return of about a 14% decline and a 30 day share price return of about a 7% decline, Silvercorp Metals still shows strong longer term momentum. This is...
TSX:GIL
TSX:GILLuxury

Is It Time To Reassess Gildan Activewear (TSX:GIL) After The Recent Share Price Pullback

For investors wondering whether Gildan Activewear is still good value after a strong multi-year run, this article walks through what the current share price might be implying about the stock. The shares last closed at $80.20, with a 4.3% decline over the past week and an 18.9% decline over the past month, set against returns of 21.7% over 1 year, 95.3% over 3 years and 137.8% over 5 years. Recent market attention has focused on how Gildan Activewear fits into the broader branded apparel and...
NEOE:MAXQ
NEOE:MAXQAerospace & Defense

A Look At Maritime Launch Services (NEOE:MAXQ) Valuation After Landmark Defence Launch Pad Contract

Maritime Launch Services (NEOE:MAXQ) has drawn fresh attention after Canada’s Department of National Defence agreed to lease a dedicated launch pad at Spaceport Nova Scotia under a ten year, CA$200 million contract. See our latest analysis for Maritime Launch Services. The latest contract news comes after a 96.36% year to date share price return and a very large 1 year total shareholder return. However, the 5.26% 1 day pullback suggests some near term consolidation following strong...
TSX:BYD
TSX:BYDCommercial Services

Boyd Group Services (TSX:BYD) Thin 0.6% Margin Tests Bullish Growth Narratives

Boyd Group Services (TSX:BYD) has wrapped up FY 2025 with fourth quarter revenue of US$793.9 million and basic EPS of US$0.19, alongside trailing twelve month revenue of about US$3.1 billion and EPS of US$0.82. This sets a clear picture of scale and modest profitability. The company has seen quarterly revenue range from US$778.3 million to US$793.9 million over 2025, with basic EPS moving between a loss of US$0.12 in the first quarter and a high of US$0.51 in the third quarter. This gives...
TSX:FEC
TSX:FECOil and Gas

Frontera Energy (TSX:FEC) Quarterly Profit Challenges Ongoing Trailing Loss Narrative

Frontera Energy (TSX:FEC) has reported third quarter FY 2025 revenue of US$257.3 million with basic EPS of US$0.40, as the market prices the stock at CA$13.06 ahead of investors fully digesting the latest numbers. The company has seen quarterly revenue move between US$265.2 million and US$290.6 million since early 2024, while EPS has ranged from a loss of US$0.36 in late 2024 to a profit of US$0.40 in the latest quarter. This sets up a results season in which production volumes, realized...
TSX:BCE
TSX:BCETelecom

A Look At BCE (TSX:BCE) Valuation As It Commits CA$1.7b To A New AI Data Centre

BCE (TSX:BCE) has put a CA$1.7b AI data centre in Saskatchewan at the centre of its story, updating its financial outlook and AI revenue targets after securing partners CoreWeave and Cerebras. See our latest analysis for BCE. The Saskatchewan AI data centre announcement comes after a run of AI focused partnerships and capital structure moves, and the momentum is showing up in the numbers, with a 90 day share price return of 11.62% and a 1 year total shareholder return of 10.51% contrasting...
TSX:CPX
TSX:CPXRenewable Energy

Assessing Capital Power (TSX:CPX) Valuation After A Profitability Setback

Earnings setback puts Capital Power in focus for investors Capital Power (TSX:CPX) has moved into the spotlight after reporting full year 2025 results that included lower net income of CA$160 million and basic earnings per share from continuing operations of CA$0.88. See our latest analysis for Capital Power. Despite the weaker earnings, the share price has been resilient, with a 6.98% 90 day share price return and a 42.32% 1 year total shareholder return pointing to momentum that has been...
TSX:APM
TSX:APMMetals and Mining

Assessing Andean Precious Metals (TSX:APM) Valuation After Recent Share Price Weakness

Recent performance snapshot for Andean Precious Metals (TSX:APM) Andean Precious Metals (TSX:APM) has seen mixed share performance recently, with a 1 day return of 1.31% alongside declines of 16.8% over the past week and 16.7% over the past month. Over the past 3 months, the stock shows a 24.3% decline, while the year to date return is 22.5% lower. Longer term, total return figures stand at 3.04% over 1 year and 8.89% over 3 years. See our latest analysis for Andean Precious Metals. The...
TSX:TA
TSX:TARenewable Energy

TransAlta Faces DOE Coal Mandate And Fresh Valuation Questions

United States Department of Energy ordered TransAlta (TSX:TA) to keep the coal fired Centralia Unit 2 in Washington state available for operation for 90 days. The federal directive temporarily overrides a state law that makes coal use at the facility uneconomic. The order affects TransAlta's U.S. power generation footprint and introduces fresh regulatory uncertainty around the plant's future. For you as an investor, this puts a spotlight on how TransAlta's mix of generation assets can be...
TSX:NA
TSX:NABanks

A Look At National Bank of Canada (TSX:NA) Valuation After Recent Share Price Moves

Why National Bank of Canada is on investors’ radar now National Bank of Canada (TSX:NA) has attracted fresh attention after recent share price moves, with returns over the past month and past 3 months prompting closer scrutiny of its valuation and fundamentals. See our latest analysis for National Bank of Canada. At a current share price of CA$183.11, National Bank of Canada has seen its short term momentum cool slightly compared with earlier in the year. Longer term total shareholder...
TSX:T
TSX:TTelecom

TELUS Expands Into Sovereign AI And Quantum While Valuation Gap Persists

TELUS (TSX:T) has launched a Confidential AI solution with Fortanix and NVIDIA, allowing sensitive data to stay encrypted through all AI processing stages. TELUS and Xanadu Quantum Technologies are collaborating on sovereign quantum computing infrastructure in Canada, targeting enterprises, researchers, and government users. These moves link TELUS more directly to AI privacy, compliance and quantum computing discussions that matter for regulated sectors in Canada. TELUS (TSX:T) already...
TSX:DML
TSX:DMLOil and Gas

Is Denison Mines (TSX:DML) Trading Near Cash Value After Deep Losses And New Drilling Plans?

Denison Mines Corp. reported full-year 2025 results with sales of C$4.92 million and a net loss of C$217.29 million, while also advancing exploration activities in northern Saskatchewan. Skyharbour Resources announced that joint venture partner Denison has begun a fully funded 7,500‑metre 2026 drilling campaign at the Wheeler North uranium project, reinforcing Denison’s operational role in an extensive Athabasca Basin land package. Next, we will examine how this expanded Wheeler North...
TSX:AG
TSX:AGMetals and Mining

Evaluating First Majestic Silver (TSX:AG) After Recent Pullback And Contrasting Valuation Narratives

Recent share performance context First Majestic Silver (TSX:AG) has drawn attention after a recent 2.2% daily decline, capping a month with a 5.0% drop while the past 3 months and 1 year remain firmly positive. For readers tracking longer horizons, the stock shows a 2.8x total return over 3 years and around 51% over 5 years, providing context for assessing the current CA$29.73 share price. See our latest analysis for First Majestic Silver. The recent 18.0% 7 day share price decline and 5.0%...
TSX:TECK.B
TSX:TECK.BMetals and Mining

Is It Time To Reconsider Teck Resources (TSX:TECK.B) After The Recent 14.7% Pullback?

If you are wondering whether Teck Resources at $68.46 is priced high, low, or somewhere in between, the key is to look past the headline share price and into what the underlying valuation signals are really saying. The stock has seen a 14.7% decline over the last 30 days, even though the 1 year return sits at 14.3% and the 5 year return is very large at around 3x, which can change how risk and return feel for new investors coming in now. Recent coverage of Teck Resources has focused on its...
TSX:BN
TSX:BNCapital Markets

Brookfield (TSX:BN) Valuation Check As OpenAI Enterprise AI Venture Talks Draw Investor Attention

Brookfield (TSX:BN) is back in focus after reports that it is in advanced talks to cofound a new $10b enterprise AI venture with OpenAI and other private equity firms. See our latest analysis for Brookfield. The OpenAI venture talks come at a time when Brookfield’s CA$54.48 share price sits below its recent levels, with a 30 day share price return showing a 16.26% decline. Its 5 year total shareholder return of 88.24% points to strong long term compounding and suggests recent momentum has...
TSX:IGM
TSX:IGMCapital Markets

IGM Financial (TSX:IGM) Valuation Check As IG Wealth Revamps Canadian Equity Private Pool

IGM Financial (TSX:IGM) is back in focus after IG Wealth Management reshaped its iProfile Canadian Equity Private Pool, shifting sub-advisory duties and reallocating mandates within its Canadian large cap equity mix. See our latest analysis for IGM Financial. Those product changes come as IGM Financial’s share price trades at CA$64.76, with recent momentum cooling slightly over the past month but a 90 day share price return of 4.38% supported by a 1 year total shareholder return of 54.75%...
TSX:TD
TSX:TDBanks

A Look At Toronto Dominion Bank’s (TSX:TD) Valuation As Activist Proposals Spotlight Governance Choices

Activist proposals put governance questions in focus for TD Toronto-Dominion Bank (TSX:TD) is heading into its April 16, 2026 annual meeting with an unusually busy activist agenda, as several shareholder groups press the bank on governance, compensation, and policy transparency. On March 10, 2026, TD disclosed multiple proposals from Mouvement d’éducation et de défense des actionnaires covering topics such as shareholder participation, inclusion of young people on governing bodies, a...
TSX:EDV
TSX:EDVMetals and Mining

Endeavour Mining Buy Backs And BlackRock Stake Shift Ownership Profile

Endeavour Mining (TSX:EDV) is actively repurchasing its own shares under an ongoing buy back programme, with recent transactions followed by the cancellation of those shares. The company has also reported a major holding notification from BlackRock, indicating that the asset manager has crossed a key ownership threshold in Endeavour Mining. Together, the buy backs, share cancellations, and BlackRock's updated stake reshape the ownership structure and voting profile for existing and...
TSX:CVE
TSX:CVEOil and Gas

What Cenovus Energy (TSX:CVE)'s Analyst Upgrades Amid Geopolitical Supply Strains Means For Shareholders

Earlier in March 2026, Cenovus Energy drew attention as Goldman Sachs and Veritas both raised their views on the company amid supply disruptions linked to the US–Iran conflict. These upgrades highlight how Cenovus’s role as a major oil producer can translate geopolitical tension and higher crude prices into a stronger financial position. We’ll now explore how this wave of bullish analyst sentiment tied to rising crude prices could reshape Cenovus Energy’s investment narrative. Invest in the...
TSX:CCO
TSX:CCOOil and Gas

Is Cameco (TSX:CCO) Quietly Becoming the Backbone of AI‑Era Nuclear Investing?

Recent developments include Fusion Fuel Green’s plan to gain a 2.0% net smelter return royalty on Cameco and Denison’s PLS Regional uranium exploration project in Canada’s Athabasca Basin, alongside fresh U.S. forecasts that rising AI-driven power demand will increasingly lean on nuclear energy as a reliable zero‑carbon source. These shifts highlight how Cameco’s role across both uranium production and exploration, combined with its heavy representation in a major uranium ETF, could further...
TSX:NOU
TSX:NOUMetals and Mining

Assessing Nouveau Monde Graphite’s Valuation After Securing US$335 Million Project Debt For Matawinie Mine

Debt financing milestone reshapes the investment backdrop Nouveau Monde Graphite (TSX:NOU) has secured a commitment letter for US$335 million in senior secured project debt to fund construction and development of its Phase 2 Matawinie Mine in Québec. The facilities, provided by Export Development Canada and the Canada Infrastructure Bank, are intended to cover a majority of the project’s capital structure and are structured with terms designed to support long term project economics. See our...