TSX:LUN
TSX:LUNMetals and Mining

How Record 2025 Output and Lower 2026 Copper Guidance At Lundin Mining (TSX:LUN) Has Changed Its Investment Story

Earlier this week, Lundin Mining reported its fourth-quarter and full-year 2025 operating results, achieving consolidated guidance for all metals while outlining record annual gold production of 141,859 ounces alongside 331,232 tonnes of copper and 9,907 tonnes of nickel. At the same time, the company lowered its 2026 copper and gold production guidance due to underground mining constraints at the Candelaria operation in Chile, even as it reiterated longer-term ambitions to rank among the...
TSX:CP
TSX:CPTransportation

US$800 Million Tier 4 Locomotive Spend Could Be A Game Changer For Canadian Pacific Kansas City (TSX:CP)

Canadian Pacific Kansas City (CPKC) recently advanced its multi-year locomotive renewal program, confirming more than US$800 million of orders for new Tier 4 locomotives from Wabtec in Texas and Progress Rail in Indiana, with deliveries scheduled through 2026. This renewed spending underlines how CPKC is using higher-efficiency, lower-emission locomotives as a core tool to enhance its North American rail network after the Kansas City Southern merger. We’ll now examine how this large-scale...
TSX:SEA
TSX:SEAMetals and Mining

Seabridge Gold (TSX:SEA) Is Up 15.9% After KSM JV Steps and Courageous Lake Spinout News

Seabridge Gold released its year-end 2025 update, detailing progress on joint venture finalist selection at the KSM project, completion of key construction milestones, ongoing work toward a feasibility study, and an early 2026 resource estimate target for Snip North. The company also announced it will spin out its Courageous Lake project into a new entity called Valor Gold, distributing shares of the new company to existing investors, which reshapes how its portfolio exposure is structured...
TSXV:NEXG
TSXV:NEXGMetals and Mining

Is NeXGold Mining (TSXV:NEXG) Using Conference Buzz To Quietly Recast Its Core Investment Story?

NeXGold Mining Corp. presented at the Vancouver Resource Investment Conference 2026 on 26 January 2026 at the Vancouver Convention Centre West, highlighting its latest corporate developments to an audience of resource-focused investors. This appearance positions NeXGold Mining in front of a concentrated group of sector specialists, where even incremental project or financing updates can materially influence how the company is perceived. We’ll now examine how NeXGold’s high-profile conference...
TSX:SVM
TSX:SVMMetals and Mining

Silvercorp Metals (TSX:SVM) Is Up 6.7% After Kyrgyz Gold Asset Deal - Has The Bull Case Changed?

In January 2026, Silvercorp Metals Inc. agreed to acquire and co-develop the Tulkubash and Kyzyltash gold projects in Kyrgyzstan, committing US$150 million to build a 4 million‑tonne‑per‑year open‑pit heap leach mine that targets oxidized ore at Tulkubash. This move adds a gold‑focused growth option outside Silvercorp’s core Chinese operations, broadening its geographic footprint and future project pipeline in a single transaction. With shares rising over the past week, we’ll examine how...
TSX:OLA
TSX:OLAMetals and Mining

A Look At Orla Mining (TSX:OLA) Valuation After Record Production, First Dividend And South Railroad Progress

Orla Mining (TSX:OLA) is back in focus after reporting record 2025 gold production of 300,620 ounces, launching its first quarterly dividend, and moving the South Railroad Gold Project into the execution phase. See our latest analysis for Orla Mining. Those production records, first dividend and the South Railroad update have coincided with very strong momentum, with a 90 day share price return of 74.57% and a one year total shareholder return of 188.99%. This suggests recent news has shifted...
TSX:NGEX
TSX:NGEXMetals and Mining

Assessing NGEx Minerals (TSX:NGEX) Valuation After Positive Lunahuasi Drill Results

NGEx Minerals (TSX:NGEX) shares are in focus after fresh drill results from the Lunahuasi copper gold silver project in Argentina highlighted high grade intersections across several zones, extending mineralization and supporting ongoing geological interpretation. See our latest analysis for NGEx Minerals. The recent Lunahuasi drill results come after a mixed but generally constructive period for the stock, with a 20.11% 90 day share price return and a very large 1 year total shareholder...
TSX:NTR
TSX:NTRChemicals

Assessing Whether Nutrien (TSX:NTR) Shares Still Offer Value After Recent Gains

Nutrien’s recent share performance and what it might mean for investors Nutrien (TSX:NTR) has drawn investor attention after recent share price moves, with the stock showing positive returns over the past week, month and past 3 months, prompting closer scrutiny of its underlying business trends. See our latest analysis for Nutrien. Those recent gains add to a year-to-date share price return of 11.89%, while the 1-year total shareholder return of 33.28% and 5-year total shareholder return of...
TSXV:HSTR
TSXV:HSTRMetals and Mining

Is Heliostar’s 2026 Gold Output Goal Quietly Redefining Its Scale Narrative (TSXV:HSTR)?

In January 2026, Heliostar Metals Ltd. issued production guidance for 2026, outlining plans to produce 50,000–55,000 ounces of gold and presented its outlook at the Metals Investor Forum in Vancouver, which has already taken place. This combination of quantified production plans and direct investor engagement offers a clearer view of Heliostar’s operational scale and near-term project ambitions. Next, we’ll examine how Heliostar’s 2026 gold production target range shapes its investment...
TSX:NA
TSX:NABanks

National Bank of Canada (TSX:NA) Valuation Check After €998.94m Bond Deal And New Dubai Office

National Bank of Canada (TSX:NA) has drawn fresh attention after completing a €998.94 million fixed income offering and opening a new office in Dubai, moves that expand its funding base and geographic reach. See our latest analysis for National Bank of Canada. These funding and international expansion moves come after a mixed few months for the share price, with a 30 day share price return of a 5.81% decline contrasted with a 90 day share price return of a 6.54% gain and a 1 year total...
TSX:CVE
TSX:CVEOil and Gas

Cenovus Energy (TSX:CVE) Valuation After Alberta Asset Sales Plan And MEG Energy Integration

Cenovus Energy (TSX:CVE) is back in focus as it moves ahead with plans to sell substantial non core Alberta oil and gas assets after acquiring MEG Energy, with the goal of lowering debt and sharpening its operations. See our latest analysis for Cenovus Energy. Those asset sales come after a period where momentum has been building, with a 30 day share price return of 12.41% and a 1 year total shareholder return of 25.54% from a CA$25.72 share price starting point. If Cenovus’s reshaping of its...
TSX:CCA
TSX:CCATelecom

Assessing Cogeco Communications (TSX:CCA) Valuation After Weaker Quarterly Earnings And Steady Dividend

Dividend affirmation following weaker quarterly earnings Cogeco Communications (TSX:CCA) recently reported first quarter results showing sales of CA$707.25 million and net income of CA$88.68 million, both below the prior year. The company also affirmed a quarterly dividend of CA$0.9870 per share. See our latest analysis for Cogeco Communications. Cogeco Communications’ weaker first quarter earnings and confirmed dividend have come alongside a 9.34% 1 month share price return and an 8.65% 3...
TSX:AIF
TSX:AIFReal Estate

Altus Group (TSX:AIF) Valuation After Cushman And Wakefield’s Global ARGUS Intelligence Rollout

Altus Group (TSX:AIF) is back in focus after Cushman & Wakefield agreed to roll out the company’s ARGUS Intelligence platform globally to support valuation and performance analysis across its commercial real estate operations. See our latest analysis for Altus Group. The Cushman & Wakefield rollout comes at a time when Altus Group’s share price has retreated. The 30 day share price return is 12.30% and the year to date share price return is 11.81%. The 1 year total shareholder return is...
TSX:BIR
TSX:BIROil and Gas

Assessing Birchcliff Energy (TSX:BIR) Valuation After New Dividend Declaration And 2026 Production Guidance

Birchcliff Energy (TSX:BIR) has just declared a quarterly cash dividend of CA$0.03 per share and outlined 2026 production guidance of 81,000 to 84,000 boe/d, giving investors clearer visibility on income and output. See our latest analysis for Birchcliff Energy. The latest dividend declaration and 2026 production guidance land after a mixed period for Birchcliff Energy, with a 90 day share price return of 14.78% and a 1 year total shareholder return of 21.89%. This suggests momentum has...
TSX:IMO
TSX:IMOOil and Gas

Will Earnings Beat Hopes and Dividend Potential Change Imperial Oil's (TSX:IMO) Narrative

Imperial Oil is heading into its January 30, 2026 earnings release with expectations of another earnings beat, supported by a positive Earnings ESP and a track record of outperforming consensus estimates over recent quarters. Analysts are highlighting the combination of potential dividend growth, ongoing share buybacks, and stable oil sands operations as key supports for the company’s earnings story. Against this backdrop, we’ll explore how the prospect of another earnings beat and possible...
TSX:MTL
TSX:MTLTransportation

Dividend Aristocrats Inclusion And Record-Seeking 2026 Plan Might Change The Case For Investing In Mullen Group (TSX:MTL)

Mullen Group Ltd. recently declared a monthly dividend of C$0.07 per common share, payable on February 17, 2026 to shareholders of record on January 31, 2026, and outlined 2025–2026 revenue guidance alongside an approved 2026 business plan targeting record performance. The company’s upcoming inclusion in the S&P/TSX Canadian Dividend Aristocrats Index underscores its established dividend track record and reinforces its income-oriented appeal for investors. We’ll now examine how Mullen...
TSX:PPTA
TSX:PPTAMetals and Mining

Why Perpetua Resources (TSX:PPTA) Is Up Near a One-Year High Amid Surging Short Interest

Perpetua Resources Corp recently saw its shares trade near a one‑year high amid a sharp rise in short interest, with a meaningful divergence from its peer group. This combination of strong trading interest and elevated bearish positioning highlights how divided investors appear to be on the company’s outlook. With rising short interest signaling sharply different investor views, we’ll now examine how this shapes Perpetua Resources’ investment narrative. Uncover the next big thing with...
TSX:AG
TSX:AGMetals and Mining

First Majestic Silver Balances Record Output With Rich Valuation Questions

First Majestic Silver (TSX:AG) reported record silver production for both Q4 and the full year 2025, including a 77% year-over-year increase in quarterly output. The company acquired a 70% stake in the Cerro Los Gatos mine, expanding its silver production base. Alongside these operational updates, First Majestic Silver announced an increased dividend for shareholders. First Majestic Silver, a primary silver producer, now has record 2025 production and a larger asset base that includes the...
TSX:CS
TSX:CSMetals and Mining

Assessing Capstone Copper (TSX:CS) Valuation After Mantoverde Disruption And 2025 Production Update

Production update and Mantoverde disruption Capstone Copper (TSX:CS) is back in focus after reporting 2025 production totals alongside an operational disruption at its Mantoverde mine, where a strike related incident has affected the desalination plant that supplies water to the site. The company reported consolidated copper production of 58,273 tonnes in the fourth quarter and 224,764 tonnes for the full year. This provides investors with fresh data to weigh against the current suspension of...