In recent days, Franco-Nevada has come under pressure as investors reassessed its exposure to a legally disputed Latin American asset and a softer precious metals outlook, putting its business mix under closer scrutiny.
The episode has thrown fresh attention on how Franco-Nevada’s royalty and streaming model can limit direct operational risk while still leaving the company exposed to concentration and geopolitical uncertainties.
Next, we’ll examine how concerns over the disputed Latin...
Interest in Fortis (TSX:FTS) has picked up as investors focus on its long history of dividend increases and a large capital investment plan focused on regulated utility infrastructure across Canada, the US, and the Caribbean.
See our latest analysis for Fortis.
At a share price of $71.63, Fortis has seen a modest 30 day share price return of 2.10%, while the 1 year total shareholder return of 26.11% points to steady, income driven momentum rather than sharp short term swings.
If Fortis has...
Why Nutrien’s Profertil exit matters for shareholders
Nutrien (TSX:NTR) has closed the sale of its 50% stake in Argentine nitrogen producer Profertil S.A., a move that fits a wider divestment effort across its agricultural input assets.
The company has raised about $900 million in gross proceeds from these asset sales since late 2024. It plans to direct this capital toward targeted growth projects, share repurchases, and paying down debt.
See our latest analysis for Nutrien.
At a share price...
In recent days, NBC Global Finance Limited, linked to National Bank of Canada, disclosed the sale of 1,553,823 JTC plc shares, while the bank also commented on Canadian trade data, Montreal housing trends, and macro priorities including a 17%+ ROE target by 2027.
Together with commentary on its consistent dividends, focused growth in wealth management and regional markets, and disciplined capital deployment, these updates highlight National Bank of Canada’s positioning as an income-oriented...
If you are wondering whether Centerra Gold's current share price reflects its true worth, you are not alone; many investors are asking the same question right now.
The stock recently closed at $21.39, with returns of 10.1% over 7 days, 9.6% over 30 days, 10.1% year to date, 161.6% over 1 year and 185.6% over 3 years, along with a 73.7% return over 5 years.
Recent news around Centerra Gold has focused on ongoing operational updates, project developments and how the company is positioned...
OR Royalties Inc. recently reported preliminary fourth-quarter 2025 revenues from royalties and streams of $90.5 million and full-year revenues of $277.4 million, alongside attributable production of 21,735 and 80,775 gold equivalent ounces for the quarter and year, respectively.
These record royalty and streaming revenues, paired with solid gold equivalent ounce output, underscore the company’s capacity to convert production exposure into growing top-line results.
With record full-year...
CIBC Capital Markets recently reiterated its outperform rating on Exchange Income, highlighting potential growth for its PAL Aerospace unit in maritime surveillance around Greenland amid rising Arctic security attention and Denmark’s funded defence commitments.
An interesting angle is PAL Aerospace’s existing engagement with Greenland authorities, which could give Exchange Income an operational head start if new surveillance mandates emerge in the region.
We’ll now explore how this potential...
In recent days, Imperial Oil highlighted continued operational efficiency gains across its oil sands and downstream assets, alongside robust free cash flow supporting aggressive share repurchases and gradually rising dividends.
What stands out is how management’s clear capital-return framework and ongoing emissions-reduction and carbon-capture efforts are shaping analyst and investor perceptions of the company’s quality and resilience.
We’ll now explore how this reaffirmed focus on...
Birchcliff Energy (TSX:BIR) is back in focus after a mix of insider share purchases and improving sentiment toward natural gas prices drew fresh attention to the stock’s income profile and balance sheet.
See our latest analysis for Birchcliff Energy.
At a share price of CA$7.13, Birchcliff’s recent 23.6% 90 day share price return contrasts with a slightly negative year to date share price return. The 1 year total shareholder return of 21% and very large 5 year total shareholder return suggest...
dentalcorp Holdings (TSX:DNTL) has attracted fresh attention after its recent share performance, with investors weighing its current CA$10.97 price against fundamentals such as revenue, earnings trend, and longer term total returns.
See our latest analysis for dentalcorp Holdings.
While the recent share price return figures for dentalcorp are fairly modest over shorter periods, the 1 year total shareholder return of 36.1% and 3 year total shareholder return of 21.4% suggest momentum has been...
BCE Inc. has scheduled its fourth-quarter 2025 results and 2026 guidance conference call, held on February 5, 2026, featuring President and CEO Mirko Bibic and CFO Curtis Millen, with a live webcast and replay available for investors and media on a listen-only basis.
Investor attention is also focused on BCE’s mid-2025 decision to cut its dividend in half, which has increased financial flexibility but left questions around debt levels and the Ziply Fiber acquisition.
Next, we’ll examine how...
Lithium Argentina recently reported that its Cauchari-Olaroz lithium brine operation in Jujuy achieved record fourth-quarter output at the high end of annual guidance, while submitting environmental and RIGI applications for a Stage 2 expansion of 45,000 tonnes per year of lithium carbonate capacity and progressing permits for Pozuelos-Pastos Grandes.
Alongside this operational update, the company reshaped its leadership structure by promoting Alec Meikle to President and moving John...
In recent days, Canadian Pacific Kansas City has drawn fresh attention as multiple banks reaffirmed positive views on its operations and North American rail network while highlighting progress in its integration with Kansas City Southern.
Investor meetings and management commentary underscored how the company’s unique Canada–U.S.–Mexico rail corridor and improving freight trends are reshaping perceptions of its long-term role in cross-border trade.
Next, we’ll examine how this renewed...
In recent days, Alamos Gold highlighted how its past acquisitions and current operations are benefiting from a multi-year rise in gold prices, while new analyst coverage has underscored the company’s growth focus in Canada.
CEO John McCluskey’s emphasis on stronger cash flows being reinvested into growth, amid heightened geopolitical and economic uncertainty, sheds light on why some investors may be reassessing the company’s long-term positioning.
With the CEO underscoring reinvestment of...
Recent rating actions by Citigroup and CIBC on TFI International (TSX:TFII) have drawn fresh attention to the transportation and logistics group, as several firms reiterate positive views on the stock.
See our latest analysis for TFI International.
Those upbeat views have coincided with strong recent momentum, with a 1-day share price return of 1.27% and a 90-day share price return of 27.48% lifting TFI International to CA$154.48. This comes as the 1-year total shareholder return shows an...
If you are wondering whether Canadian Imperial Bank of Commerce is still reasonably priced after its recent run, this article walks through what the current share price might be implying about value.
The stock most recently closed at C$126.29, with returns of 0.1% over the last week, a 0.3% decline over the last month, 0.1% year to date, 46.6% over the past year and 150.4% over three years, while the five year return sits at 183.5%.
Recent headlines have continued to focus on how large...
Silver X Mining Corp. previously reported strong fourth-quarter 2025 operating results at its Nueva Recuperada project in Peru, including a 24% increase in processed tonnage, a 17% rise in silver equivalent ounces, and a very large jump in gold output, supported by continued mine development and a 40,000-metre drilling program.
Beyond near-term production gains, the combination of improved grade consistency, stronger gold contribution to revenue, and ongoing underground investment highlights...
If you are wondering whether Gibson Energy's share price still makes sense at around C$25.01, you are not alone. This article is built to help you size up that value question clearly.
The stock has seen a 2.3% decline over the last week and a 1.9% decline over the past month, while the 1 year and 5 year returns sit at 5.5% and 64.4% respectively. This can change how investors think about both risk and opportunity.
Recently, Gibson Energy has been in focus as part of ongoing investor interest...
In recent days, ARC Resources has drawn attention as its emphasis on disciplined capital returns, including dividends and share buybacks, coincided with resilient natural gas demand.
This combination, alongside analyst confidence in ARC’s Montney resource position and preference for returns over production growth, is reshaping how investors assess its long-term appeal.
Now we will examine how ARC’s commitment to returning free cash flow via dividends and buybacks influences its existing...
B2Gold Corp. recently saw heavy trading on the TSX, with over 9,138,200 shares changing hands on 9 January 2026 amid strength in the gold sector and fresh analyst commentary.
This surge in activity highlights how sector-wide momentum and anticipation of the company’s late-February earnings and operational updates are drawing investors’ attention to B2Gold’s next phase.
Against this backdrop of elevated trading tied to sector strength, we’ll explore how growing anticipation around February’s...
Granite Real Estate Investment Trust (TSX:GRT.UN) has begun trading on the OTCQX Best Market under the symbol GRTUF. This gives U.S. investors another way to access the Canadian industrial REIT.
See our latest analysis for Granite Real Estate Investment Trust.
The OTCQX move comes after Granite REIT closed a CA$6.061 million shelf offering in October 2024. The recent trading data points to building momentum, with a 30-day share price return of 11.98%, a 90-day share price return of 12.95%,...
Sprott (TSX:SII) ended 2025 with assets under management at an all time high, supported by its precious metals, critical materials, and mining company ETFs as investors responded to geopolitical and economic uncertainties.
See our latest analysis for Sprott.
That backdrop has been reflected in the market, with Sprott’s share price at CA$146.85 and a strong 30 day share price return of 14.46% adding to a 90 day gain of 26.67%. The 1 year total shareholder return of 153% and 5 year total...
In recent days, commentary on Triple Flag Precious Metals Corp. has highlighted strong year-over-year gains in earnings per share, improving profit margins, and solid sales growth, alongside a share price uptrend that aligns with the Minervini Trend Template.
An interesting angle for investors is how AI-generated trading signals rate the company as strong over near and long-term horizons, underscoring persistent buying interest amid mixed views on valuation versus peers.
With this backdrop...