Canadian Logistics Stock News

TSXV:WRLG
TSXV:WRLGMetals and Mining

Assessing West Red Lake Gold Mines (TSXV:WRLG) Valuation After High Grade Drill Results And Study Progress

West Red Lake Gold Mines (TSXV:WRLG) has drawn fresh attention after reporting high grade drill results from its Madsen Mine and Rowan Project, along with progress toward a combined Pre Feasibility Study for both assets. See our latest analysis for West Red Lake Gold Mines. The recent drill results and work toward a combined Pre Feasibility Study come alongside a CA$1.30 share price, with a 7 day share price return of 13.04% and a 90 day share price return of 47.73%. The 1 year and 3 year...
TSX:NWC
TSX:NWCConsumer Retailing

North West (TSX:NWC) Valuation Check After TSX Composite Inclusion And Growing Investor Attention

Index inclusion puts North West in sharper focus North West (TSX:NWC) has just been added to the TSX Composite Index, putting its focus on underserved communities and broad product offering under a brighter spotlight for Canadian equity investors. See our latest analysis for North West. North West’s recent TSX Composite inclusion comes after a strong run, with a 30 day share price return of 13.42% and a 1 year total shareholder return of 22.77%. The 5 year total shareholder return of 117.89%...
TSX:KXS
TSX:KXSSoftware

Will Accelerating AI‑Driven Cloud Subscriptions Change Kinaxis' (TSX:KXS) Supply Chain Narrative?

Recently, Kinaxis has drawn fresh attention as its AI-driven, cloud-native supply chain planning platform gains traction with large manufacturers, retailers, and high-tech companies worldwide. What stands out is how accelerating cloud subscriptions, a growing US customer base, and deeper AI integration are making Kinaxis’ tools increasingly central to complex supply chain decision-making. We’ll now examine how accelerating cloud subscription growth could influence Kinaxis’ existing...
TSX:RCI.B
TSX:RCI.BWireless Telecom

Rogers Communications (TSX:RCI.B) Valuation Check After Satellite IoT Asset Tracking Launch

Rogers’ satellite IoT move and why it matters for the stock Rogers Communications (TSX:RCI.B) has launched satellite powered asset tracking with Geotab, using low earth orbit satellites to keep IoT devices connected in remote parts of Canada where traditional wireless coverage is limited. See our latest analysis for Rogers Communications. The satellite IoT launch comes as Rogers’ share price has risen 8.6% over the past 30 days and 4.2% year to date, while its 1 year total shareholder return...
TSX:SPB
TSX:SPBGas Utilities

Is It Time To Reassess Superior Plus (TSX:SPB) After The Recent Share Price Pullback?

If you are wondering whether Superior Plus is starting to look like value after a choppy few years, this article walks through what the current share price might be implying. The stock last closed at C$6.42, with returns of 11.0% over 1 year but declines of 18.0% over 7 days, 10.7% over 30 days and 9.6% year to date. These moves will naturally raise questions about growth potential and changing risk sentiment. Recent coverage has focused on Superior Plus as a Canadian utilities name that...
TSX:OGC
TSX:OGCMetals and Mining

Assessing OceanaGold (TSX:OGC) Valuation After Strong Earnings, Higher Dividend And Expanded Buyback

OceanaGold (TSX:OGC) has quickly moved onto investors’ radar after reporting full year 2025 earnings of US$1,893.2 million in sales and US$628.7 million in net income, along with a tripled dividend and larger share buyback. See our latest analysis for OceanaGold. The strong full year results, tripled dividend and expanded CA$350 million buyback have gone hand in hand with a sharp re‑rating. OceanaGold’s CA$58.22 share price is supported by a 90 day share price return of 66.06% and a very...
TSX:NEO
TSX:NEOChemicals

Why Neo Performance Materials (TSX:NEO) Is Up 32.2% After Rare Metals Optimism Lifts EPS Expectations

In recent days, Neo Performance Materials reported a sharp increase in trading activity as investors reacted to optimism around its Rare Metals segment, supported by strong demand from aerospace, industrial gas turbines, and semiconductor customers, alongside expectations for a significant year-over-year improvement in upcoming quarterly earnings per share. This renewed focus on Rare Metals underlines how Neo’s exposure to specialized critical materials can influence investor sentiment when...
TSX:CSU
TSX:CSUSoftware

A Look At Constellation Software’s Valuation As Topicus.com Growth And New Deals Draw Fresh Attention

Constellation Software (TSX:CSU) is back in focus after associated company Topicus.com reported 20% revenue growth and 41% net income growth in Q4 2025, driven by acquisitions and 4% organic expansion. See our latest analysis for Constellation Software. The latest Topicus.com update lands at a time when Constellation Software’s share price has been under pressure, with a 30 day share price return of 12.47% decline and a 1 year total shareholder return of 50.10% loss, even though the 5 year...
TSX:BNS
TSX:BNSBanks

Earnings Beat And Dividend Reaffirmation Could Be A Game Changer For Bank of Nova Scotia (TSX:BNS)

Earlier this week, Bank of Nova Scotia reported first-quarter 2026 results, with net income rising to CA$2,287 million and diluted earnings per share from continuing operations reaching CA$1.73, and the board declared dividend No. 627 of CA$1.10 per share payable on April 28, 2026 to shareholders of record on April 7, 2026. The bank’s broad-based earnings growth across Canadian, international, and wealth operations, coupled with maintaining a strong CET1 capital ratio while repurchasing...
TSX:PHX
TSX:PHXEnergy Services

PHX Energy Services (TSX:PHX) Margin Slippage To 7.7% Tests Bullish Valuation Narrative

PHX Energy Services FY 2025 earnings snapshot PHX Energy Services (TSX:PHX) has wrapped up FY 2025 with fourth quarter revenue of $183.9 million and basic EPS of $0.39, alongside full year trailing twelve month revenue of $709.6 million and EPS of $1.21. The company has seen quarterly revenue range from $160.6 million to $193.7 million over the past six reported periods, while basic EPS has moved between $0.19 and $0.44, giving investors a view of how top line and per share results have...
TSX:STN
TSX:STNConstruction

Record 2025 Results and Dividend Hike Could Be A Game Changer For Stantec (TSX:STN)

Stantec Inc. has reported its full-year 2025 results, with sales rising to C$8,144.2 million and net income reaching C$479.4 million, alongside higher diluted EPS from continuing operations of C$4.20 versus C$3.17 in 2024. The company paired this record performance with an 8.9% dividend increase, a C$8.60 billion backlog that grew 9.5%, and guidance for further revenue and adjusted EPS growth in 2026, underscoring management’s confidence in sustained demand for infrastructure and...
TSX:ERO
TSX:EROMetals and Mining

Ero Copper (TSX:ERO) Valuation After Furnas PEA Sets Out Long Mine Life And Multi Metal Production Potential

Why the Furnas PEA matters for Ero Copper Ero Copper (TSX:ERO) has put the Furnas Copper Gold Project firmly in focus after releasing its inaugural Preliminary Economic Assessment, which details a 24 year initial mine life along with copper, gold, and silver production plans. See our latest analysis for Ero Copper. Ero Copper’s recent Furnas PEA news has landed alongside strong market interest, with a 14.2% 7 day share price return, a 38.5% 90 day share price return, and a very large 1 year...
TSXV:EXN
TSXV:EXNMetals and Mining

Excellon Resources (TSXV:EXN) Is Up 30.8% After Doubling Mallay Silver Resource Confidence – Has The Bull Case Changed?

Excellon Resources Inc. recently announced its first independent NI 43-101 Mineral Resource Estimate for the Mallay Silver-Lead-Zinc Mine in central Peru, prepared by SGS Canada and based on extensive historical drilling and channel sampling data. The new estimate outlines a materially larger Indicated silver inventory than the prior 2018 Isguiz estimate at broadly comparable grades, providing a higher-confidence foundation for staged restart planning and ongoing exploration across...
TSX:DRM
TSX:DRMReal Estate

Dream Unlimited Q4 Profit Challenges Ongoing Trailing Twelve Month Loss Narrative

Dream Unlimited (TSX:DRM) just wrapped up FY 2025 with fourth quarter revenue of C$211.7 million and basic EPS of C$0.69, alongside trailing twelve month revenue of C$463.0 million and a TTM basic EPS loss of C$0.44. The company has seen quarterly revenue move from C$192.3 million and EPS of C$3.07 in Q4 2024 to C$211.7 million and C$0.69 in Q4 2025, while net income shifted from C$129.1 million to C$29.1 million over the same period, which keeps the focus firmly on how margins are holding up...
TSX:ARG
TSX:ARGMetals and Mining

Amerigo Resources (TSX:ARG) Margin Improvement Challenges Bearish Earnings Narratives

Amerigo Resources (TSX:ARG) has wrapped up FY 2025 with fourth quarter revenue of US$79.8 million and basic EPS of US$0.11, alongside trailing twelve month revenue of US$227.3 million and EPS of US$0.22 that sit against 84.2% earnings growth over the past year. Over recent periods the company has seen revenue move from US$50.8 million in Q4 2024 to US$79.8 million in Q4 2025, while quarterly EPS shifted from US$0.01 to US$0.11. This sets the stage for investors to weigh the improved 15.6% net...
TSX:BEI.UN
TSX:BEI.UNResidential REITs

Should Boardwalk REIT’s Higher Distribution Amid Softer Earnings Require Action From Boardwalk (TSX:BEI.UN) Investors?

Boardwalk Real Estate Investment Trust has reported past full-year 2025 results with sales of C$638.64 million, net income of C$196.87 million, and lower earnings per share compared with the prior year. Despite the drop in profitability, the REIT recently announced an 11.1% increase to its monthly cash distribution and outlined 2026 same property NOI growth expectations of 1.5% to 4.5%, while continuing to buy back units. Next, we will examine how the higher monthly distribution, alongside...
TSXV:SLI
TSXV:SLIMetals and Mining

Standard Lithium Showcases DLE Progress And Valuation Gap At US Conferences

Standard Lithium (TSXV:SLI) is presenting at two major materials and mining conferences, focusing on its Direct Lithium Extraction technology. The company is using these events to discuss how its projects could fit into the US electric vehicle battery supply chain. Conference appearances are expected to cover technology progress, project updates, and potential partnerships related to US based lithium production. For anyone watching the US lithium space, Standard Lithium sits at the...
TSX:BMO
TSX:BMOBanks

BMO (TSX:BMO) Q1 2026 Net Margin Stability Tests Bullish Profitability Narratives

Bank of Montreal (TSX:BMO) kicked off Q1 2026 with total revenue of about C$9.1b and basic EPS of C$3.39, alongside net income excluding extra items of C$2.4b, setting a clear earnings tone for the quarter. Over recent periods, total revenue has ranged from C$7.4b in Q4 2024 to C$9.1b in Q1 2026, while basic EPS moved between roughly C$2.51 and C$3.39, giving investors a solid read on how the income line is tracking through the cycle. With trailing 12 month net income of C$8.6b supporting a...
TSX:PSD
TSX:PSDEnergy Services

Pulse Seismic FY 2025 45% Net Margin Strengthens Bullish Narratives On Profit Quality

Pulse Seismic (TSX:PSD) has wrapped up FY 2025 with fourth quarter revenue of CA$6.6 million and net income of CA$1.7 million, translating to basic EPS of CA$0.03 against a backdrop of very large year over year earnings growth and a trailing twelve month net profit margin of 45.3%. Over the past year, the company has seen trailing revenue move from CA$23.4 million to CA$51.1 million and net income climb from CA$3.4 million to CA$23.1 million. Trailing EPS has lifted from CA$0.07 to CA$0.46,...
TSX:NTR
TSX:NTRChemicals

Nutrien’s Record 2025 Results Put Capital Returns And Reviews In Focus

Nutrien (TSX:NTR) reported record fertilizer sales volumes in 2025. The company recorded double digit EBITDA growth for the year. Nutrien announced a dividend increase and a new share buyback program. The company is reviewing its phosphate operations and Brazilian retail business. Nutrien, a major global player in crop nutrients and agricultural retail, sits at the center of fertilizer supply for farmers who are focused on yields and input costs. Record fertilizer volumes and double digit...
TSX:CJT
TSX:CJTLogistics

Cargojet (TSX:CJT) Margin Compression To 8.1% Tests Long Term Bull Narratives

Cargojet (TSX:CJT) has wrapped up FY 2025 with fourth quarter revenue of $284.7 million and basic EPS of $1.76, setting the tone for how investors will weigh a year that also included a loss making quarter and a strong start to the fiscal year. The company has seen quarterly revenue move from $245.6 million and EPS of $1.86 in Q3 2024 to $249.9 million with EPS of $3.07 in Q1 2025, then cycle through a Q2 loss on EPS of $0.21 and land at Q3 2025 revenue of $219.9 million with EPS of $0.58...
TSX:NA
TSX:NABanks

National Bank of Canada (TSX:NA) Valuation Check After Strong Recent Shareholder Returns

What recent returns say about National Bank of Canada Without a specific news announcement driving today’s move, National Bank of Canada (TSX:NA) is drawing attention after a series of positive return figures across different time frames, inviting closer scrutiny of its current valuation. See our latest analysis for National Bank of Canada. At a share price of CA$189.23, National Bank of Canada has paired a strong 30 day share price return of 14.50% with a 1 year total shareholder return of...
TSX:MER
TSX:MEROil and Gas

Meren Energy (TSX:MER) Q4 Loss Challenges Bullish Profitability Narratives Despite Low Unit Costs

Meren Energy (TSX:MER) has wrapped up FY 2025 with fourth quarter revenue of US$199.7 million and a basic EPS loss of US$0.13, capping a year in which trailing twelve month EPS landed at a loss of US$0.05 on revenue of US$562.1 million. The company has seen quarterly revenue range from US$69.3 million to US$216.7 million across 2025, while EPS swung from a profit of US$0.11 in Q1 to a loss in Q4. This has left investors focused on how efficiently those sales are translating into net income...