TSX:ALA
TSX:ALAGas Utilities

The Bull Case For AltaGas (TSX:ALA) Could Change Following RIPET Labour Deal And Export Resilience

AltaGas Ltd. previously reached a new five-year labour agreement with the International Longshore and Warehouse Union Local 523B at the Ridley Island Propane Export Terminal, ending a 28-day disruption and bringing union employees back to work on December 25 while keeping exports running. By sustaining uninterrupted propane exports to more than 70 customers during the strike, AltaGas underlined RIPET’s role in supporting Canada–Asia energy trade and reliability. We’ll now examine how...
TSX:EFR
TSX:EFROil and Gas

Why Energy Fuels (TSX:EFR) Is Up 11.0% After Beating Uranium Guidance And Advancing Rare Earths Plans

Energy Fuels Inc. reported that in 2025 its Pinyon Plain Mine and La Sal Complex mined over 1.6 million pounds of uranium and its White Mesa Mill produced more than one million pounds of finished U3O8, both exceeding previously issued guidance. The company’s plan to shift White Mesa to commercial-scale dysprosium and terbium output in late 2026, while stockpiling additional uranium ore for future processing, highlights its emerging role as a dual-source supplier of nuclear fuel and heavy...
TSX:BN
TSX:BNCapital Markets

Does Brookfield’s US$100 Billion AI Infrastructure Fund Ambition Change The Bull Case For Brookfield (TSX:BN)?

Brookfield Corporation has launched its inaugural AI Infrastructure Fund, targeting up to US$100.00 billion in AI-related assets, including advanced fuel cells for data centers and AI factory development, supported by its renewable power and infrastructure subsidiaries. This move signals Brookfield’s intention to become a large-scale owner and operator of AI infrastructure, tying its existing energy and infrastructure platforms directly to accelerating AI-related demand. We’ll now explore...
TSX:LUN
TSX:LUNMetals and Mining

How Investors May Respond To Lundin Mining (TSX:LUN) Completing Its US$150 Million Share Buyback

Lundin Mining reported that, as of December 31, 2025, its issued and outstanding shares fell to 854,347,591 after repurchasing 15,088,180 shares for about US$150,000,000 under its 2025 normal course issuer bid, while also accounting for employee stock option exercises and vesting. The company’s completion of its targeted annual buyback and reiteration of its ambition to become a top ten global copper producer highlight how capital returns and long-term growth plans are being pursued in...
TSX:DOO
TSX:DOOLeisure

BRP (TSX:DOO) Valuation Check After CA$185 Million Follow-On Equity Offering and Dilution Concerns

BRP (TSX:DOO) just raised CA$185 million through a follow on equity offering of 1,850,000 subordinate voting shares at CA$100 each, a modest discount that puts dilution and growth plans in sharper focus for investors. See our latest analysis for BRP. That fresh capital raise lands after a choppy spell, with a 30 day share price return of minus 7.17 percent. At the same time, the 1 year total shareholder return sits at a strong 35.21 percent, suggesting longer term momentum is intact despite...
TSX:TRP
TSX:TRPOil and Gas

TC Energy (TSX:TRP) Valuation After TPH’s Top Midstream Rank and LNG Canada Tailwinds

TC Energy (TSX:TRP) just grabbed the top gas focused midstream slot from TPH Energy Research, and that recognition, tied to rising pipeline demand and LNG Canada momentum, has investors revisiting the stock. See our latest analysis for TC Energy. That sector recognition seems to be feeding into a steady re‑rating, with TC Energy’s CA$76.85 share price edging higher recently and a 1 year total shareholder return of 17.58 percent. This hints that momentum is quietly building around its pipeline...