TSX:CCO
TSX:CCOOil and Gas

Cameco Westinghouse Deal Links U.S. Nuclear Buildout To Rich Valuation

Cameco's Westinghouse segment has signed an agreement with the U.S. Department of Commerce to support significant new nuclear reactor construction in the U.S. The deal is described as a landmark arrangement, with the potential to materially affect Cameco's earnings profile through expanded U.S. nuclear activity. The agreement connects TSX:CCO more closely with U.S. nuclear policy and global shifts in uranium sourcing away from Russian supply. For investors watching TSX:CCO, this move ties...
TSX:DSV
TSX:DSVMetals and Mining

Discovery Silver (TSX:DSV) Valuation Check After New Cordero And Porcupine Production Update

Discovery Silver (TSX:DSV) is back in focus after reporting its fourth quarter and full year 2025 production update. The report includes gold output from both the Cordero project and the Porcupine Complex operations. See our latest analysis for Discovery Silver. That production update lands at a time when the share price has pulled back 4.8% over the last day but still shows a 30.5% 1 month share price return and a very large 1 year total shareholder return. Taken together, these figures...
NEOE:BTQ
NEOE:BTQSoftware

Does BTQ Technologies' (NEOE:BTQ) QCIM Partnership Reframe Its Edge in Post‑Quantum Security Hardware?

In January 2026, BTQ Technologies Corp. and Taiwan’s Industrial Technology Research Institute announced a collaboration to realize and validate BTQ’s Quantum Compute In Memory chip, aimed at secure, scalable cryptographic computation for the post‑quantum era. This partnership marks an early silicon validation milestone for BTQ’s hardware platform, potentially supporting future quantum‑secure applications across critical infrastructure, secure communications, financial systems, and edge...
TSX:OM
TSX:OMMetals and Mining

Do Osisko Metals' (TSX:OM) New Gaspé Results Reveal a Turning Point in Its Copper Strategy?

Earlier in January 2026, Osisko Metals reported new drill results from its Gaspé Copper Project in Eastern Quebec, including long copper intercepts from both infill and expansion holes aimed at upgrading and extending its 2024 mineral resource estimate model. Around the same time, Director John Feliks Burzynski increased his stake by buying 400,000 common shares, underscoring internal confidence as the company advances resource conversion and potential growth at Gaspé Copper. With these...
TSXV:WRLG
TSXV:WRLGMetals and Mining

A Look At West Red Lake Gold Mines (TSXV:WRLG) Valuation After Rowan Project Drilling Success And Program Expansion

West Red Lake Gold Mines (TSXV:WRLG) is back in focus after reporting new infill and conversion drill results at its fully funded Rowan Project in Ontario, including visible gold and an expanded program into previously untested ground. See our latest analysis for West Red Lake Gold Mines. Those Rowan drill results and the expanded program come after a strong run in the shares, with a 30 day share price return of 27.88%, a 90 day share price return of 51.14%, and a very large 3 year total...
TSX:EDR
TSX:EDRMetals and Mining

A Look At Endeavour Silver (TSX:EDR) Valuation After 2026 Consolidated Production Guidance

Endeavour Silver (TSX:EDR) has issued consolidated production guidance for 2026, giving investors fresh detail on expected silver, gold, and base metal output from its Terronera, Guanaceví, and Kolpa mines. See our latest analysis for Endeavour Silver. The production guidance lands after a sharp pullback in the last week, with a 7 day share price return of a 5.49% decline. That comes on top of a 30 day share price return of 31.94% and a 1 year total shareholder return of just over triple,...
TSX:IVN
TSX:IVNMetals and Mining

Ivanhoe Mines (TSX:IVN) Valuation Check After Operational Updates On African Copper Ramp Up

Operational updates put Ivanhoe Mines in focus Recent operational updates on production ramp up and plant optimization at Ivanhoe Mines (TSX:IVN) African copper operations have put the stock back on many investors’ radars, alongside ongoing questions around cash flow timing. See our latest analysis for Ivanhoe Mines. The latest operational news has come alongside a strong 90 day share price return of 33.57% and a 1 year total shareholder return of 15.25%. This suggests that momentum has...
TSX:SII
TSX:SIICapital Markets

A Look At Sprott’s Valuation As SLVR ETF Surpasses US$1b In Assets Under Management

Sprott (TSX:SII) is drawing fresh attention after its Sprott Silver Miners & Physical Silver ETF, SLVR, crossed US$1b in assets under management and is offering concentrated exposure to silver miners and physical silver. See our latest analysis for Sprott. The milestone for SLVR comes as Sprott’s own shares have been volatile, with a 30.54% 30 day share price return and 52.61% 90 day share price return, alongside a very large 5 year total shareholder return that indicates long term holders...
TSX:TD
TSX:TDBanks

TD’s New Buyback and Debt Redemption Plan Might Change The Case For Investing In Toronto-Dominion Bank (TSX:TD)

In January 2026, Toronto-Dominion Bank announced it had completed a C$8,000 million share repurchase program and launched a new normal course issuer bid to cancel up to 61,000,000 additional shares by January 2027, while also declaring its intention to redeem C$1.25 billion of subordinated NVCC notes due 2031 on March 4, 2026. Together, the fresh buyback authorization and planned redemption of subordinated debt highlight TD’s current focus on adjusting its capital structure and share...
TSX:NTR
TSX:NTRChemicals

Nutrien Uses Reliability And Growth Markets To Tackle Fertilizer Tightness

Nutrien (TSX:NTR) is reporting operational outperformance, with higher upstream volumes and stronger pricing in potash and nitrogen. The company is running at record reliability in its operations while industry supply remains tight due to curtailments. Nutrien is planning higher production and expanding into higher growth fertilizer markets as these conditions persist. Nutrien, a major producer of potash and nitrogen fertilizers, sits at the center of the global crop nutrient supply chain...
TSX:BB
TSX:BBSoftware

Assessing BlackBerry (TSX:BB) Valuation As Shares Lag Fair Value Narrative

Why BlackBerry is back on investors’ radar BlackBerry (TSX:BB) has been drawing fresh attention after a period of weak share performance, with the stock showing negative returns over the past week, month, past 3 months, year and 5 years. See our latest analysis for BlackBerry. At a share price of CA$4.95, BlackBerry’s recent 90 day share price return of 27.74% decline and 1 year total shareholder return of 22.17% loss suggest momentum has been fading despite its software and cybersecurity...
TSX:STN
TSX:STNConstruction

Assessing Stantec (TSX:STN) Valuation After Mixed Recent Share Price Performance

Why Stantec Stock Is On Investors’ Radar Today Stantec (TSX:STN) has drawn fresh attention after recent trading, with shares last closing at CA$136.24. For investors tracking longer term performance, the stock shows a 1 year total return of 19.78%. See our latest analysis for Stantec. Recent trading shows mixed momentum, with a 4.43% 1 month share price return set against a 12.28% 3 month share price decline, while the 1 year total shareholder return of 19.78% highlights stronger longer term...
TSX:TFII
TSX:TFIITransportation

Is TFI’s New Data Center Focus Altering The Investment Case For TFI International (TSX:TFII)?

TFI International Inc. recently moved industry veteran Scott Hoppe into the newly created role of Chief Commercial Officer at SFI, following his arrival through the 2024 acquisition of Daseke. The appointment underscores TFI International’s intent to use SFI’s broad capabilities in open deck, tank, logistics, dedicated, bulk, van and heavy haul to serve accelerating data center and electric grid buildouts across the U.S. and Canada. Next, we’ll examine how Hoppe’s focus on data center and...
TSXV:VCU
TSXV:VCUMetals and Mining

Vizsla Copper (TSXV:VCU) Valuation After New Palmer Multicritical Mineral Exploration Plans

Vizsla Copper (TSXV:VCU) has laid out new 2026 exploration plans at the Palmer Project, including up to 10,000 metres of diamond drilling and extensive geological model rebuilding that now formally considers multiple critical minerals. See our latest analysis for Vizsla Copper. The latest Palmer Project update comes after a stretch of strong trading interest, with a 90 day share price return of 112.50% and a year to date share price return of 82.14%. At the same time, the 1 year total...
TSX:RCI.B
TSX:RCI.BWireless Telecom

Rogers Communications (TSX:RCI.B) TTM Profit Margin Surge Tests Bearish Earnings Narratives

Rogers Communications (TSX:RCI.B) closed FY 2025 with Q4 revenue of C$6.2b and basic EPS of C$1.38, capping a year in which trailing twelve month revenue reached C$21.7b and EPS came in at C$12.77. Over the past few quarters, the company has seen revenue move from C$5.3b in Q3 2025 and C$5.2b in Q2 2025 to C$6.2b in Q4, while quarterly EPS ranged from C$0.29 in Q2 to C$10.66 in Q3 and C$1.38 in the latest period, alongside trailing earnings growth that the data describes as very large. For...
TSX:XTC
TSX:XTCAuto Components

Exco Technologies Q1 Margin Compression Reinforces Bearish Profitability Narratives

Exco Technologies (TSX:XTC) opened Q1 2026 with total revenue of $149.5 million, Basic EPS of $0.13 and net income of $4.8 million, setting the tone for how its auto components operations are currently translating into earnings power. The company has seen quarterly revenue move from $143.6 million and EPS of $0.11 in Q1 2025 to a range between $149.5 million and $166.1 million and EPS between $0.13 and $0.22 over the most recent five quarters, while trailing twelve month EPS sits at $0.65 on...
TSX:CG
TSX:CGMetals and Mining

Centerra Gold (TSX:CG) Is Up 5.5% After Extending Mount Milligan Life And Upgrading Kemess Resources

Centerra Gold Inc. recently confirmed that its Mount Milligan Mine in British Columbia has secured amended environmental approvals and permits to keep operating through 2035, including a planned 10% increase in plant throughput from 2028 and greater stockpile capacity. Alongside this, Centerra released an updated mineral resource and positive preliminary economic assessment for its Kemess project, signaling a larger gold and copper resource base and longer-term production potential supported...
TSX:CSU
TSX:CSUSoftware

Is Constellation Software (TSX:CSU) Ready for an AI-Driven Rethink of Its Acquisition Playbook?

Earlier this week, RBC Capital Markets reduced its price targets on several Canadian technology stocks, including Constellation Software, citing heightened concerns that artificial intelligence could disrupt traditional software business models. The move underscores how AI is being treated less as a pure growth story and more as a risk factor for established software platforms, reshaping investor debate around companies like Constellation Software. We’ll now examine how these AI-related risk...
TSX:H
TSX:HElectric Utilities

How Investors May Respond To Hydro One (TSX:H) Greenstone Line And 50-50 First Nations Partnership Model

The Ontario Energy Board previously designated Hydro One Networks Inc. to develop and construct the new Greenstone Transmission Line, aimed at boosting capacity and reliability for northern Ontario communities while advancing economic development and Indigenous community support. A key feature of the project is Hydro One’s 50-50 Equity Partnership Model, which invites proximate First Nations to co-own and collaborate on the transmission line, embedding Indigenous participation directly into...
TSX:REAL
TSX:REALReal Estate

Real Matters Q1 Loss Narrowing Challenges Bearish Profitability Narratives

Real Matters (TSX:REAL) opened fiscal Q1 2026 with revenue of $46.5 million, basic EPS of $0.05 loss, and net income of $3.5 million loss, putting the focus firmly on how efficiently it is converting a steady top line into earnings. The company has seen quarterly revenue move from $41.0 million and basic EPS of $0.03 in Q1 2025 to $46.5 million and basic EPS of $0.05 loss in Q1 2026. Trailing 12 month revenue sits at $175.3 million against a basic EPS of $0.38 loss and net income of $28.5...
TSX:BNS
TSX:BNSBanks

How Investors Are Reacting To Bank of Nova Scotia (TSX:BNS) Expanding Multicurrency Bond Issuance And International Earnings

In recent weeks, Bank of Nova Scotia completed several fixed-income offerings, including a US$10.00 million 5% senior note due 2036 and multiple billion-scale senior and covered bonds in US$ and € with a mix of fixed, floating, and fixed-to-floating coupons. Together with earlier-reported higher earnings and a larger contribution from its international segment, this funding activity highlights how Scotiabank is actively shaping its balance sheet across currencies, maturities, and capital...
TSX:EDV
TSX:EDVMetals and Mining

Assessing Endeavour Mining (TSX:EDV) Valuation After Record Dividend Buyback Completion And Raised Return Targets

Why Endeavour Mining’s latest update matters for shareholders Endeavour Mining (TSX:EDV) has wrapped up a buyback tranche, met its FY-2025 production guidance, and paid a record H2-2025 dividend, putting capital returns firmly in focus for investors. See our latest analysis for Endeavour Mining. These shareholder returns are coming against a backdrop of strong momentum, with a 30-day share price return of 14.95%, a 90-day share price return of 45.42%, and a 1-year total shareholder return of...
TSXV:BRC
TSXV:BRCMetals and Mining

A Look At Blackrock Silver’s Valuation As It Appoints New Investor Relations Lead

Why Blackrock Silver’s latest hire is drawing fresh investor attention Blackrock Silver (TSXV:BRC) has attracted fresh attention after appointing veteran mining executive Sean Thompson as Head of Investor Relations. The move is aimed at sharpening communications around its Nevada-focused precious metals projects. See our latest analysis for Blackrock Silver. The recent appointment comes after a period of very strong momentum, with a 90 day share price return of 143.75% and a 1 year total...
TSX:NFI
TSX:NFIMachinery

Is NFI Group (TSX:NFI) Pricing Reflect Recent Transit Fleet Upgrade Demand Accurately

If you are wondering whether NFI Group at $16.66 is offering good value today, you are not alone, and the numbers give us plenty to unpack. The share price is up 37.6% over the last year, with a 5.9% gain over 30 days and a smaller 0.9% decline over the past week, which can change how investors think about both opportunity and risk. Recent news around NFI Group has focused on its role in the capital goods space, including ongoing interest in transit and bus manufacturing as cities upgrade...