TSX:IPCO
TSX:IPCOOil and Gas

Is International Petroleum’s (TSX:IPCO) Share Buyback and Earnings Beat Shaping Its Growth Outlook?

International Petroleum Corporation recently completed a tranche of its share buyback program, repurchasing 1,821,982 shares for CA$36.62 million from April to June 2025, while also reporting second quarter results that exceeded analyst forecasts for both earnings and revenue, despite year-over-year declines in sales, income, and production volumes. Analysts highlighted that, alongside ongoing buybacks and confirmed 2025 production guidance, the company’s robust financial results...
TSX:DIR.UN
TSX:DIR.UNIndustrial REITs

Is Dream Industrial REIT's (TSX:DIR.UN) Leasing Momentum Offsetting Fair Value Losses on Properties?

Dream Industrial Real Estate Investment Trust recently reported its second quarter and half-year 2025 results, posting sales of CA$124.58 million for Q2 and CA$245.97 million for the first half, alongside a year-over-year reduction in net income attributed to fair value losses on investment properties. A key highlight was a 4% growth in funds from operations per unit and a high occupancy rate of 96%, reflecting ongoing leasing strength and expanding property acquisitions in both North...
CNSX:GTII
CNSX:GTIIPharmaceuticals

Can Green Thumb (CNSX:GTII) Balance Expansion Ambitions With Mounting Profitability Pressures?

Green Thumb Industries Inc. reported second quarter 2025 results in early August, revealing sales of US$293.26 million and a shift from net income to a net loss, as well as filing a shelf registration for over 24 million subordinate voting shares valued at about US$167.7 million linked to an ESOP-related offering. While the company expanded its retail presence to 108 stores and entered growing adult-use cannabis markets, profitability declined due to ongoing price compression and elevated...
TSX:SOBO
TSX:SOBOOil and Gas

Did South Bow’s Q2 Earnings Beat and Pipeline Stability Just Shift Its (TSX:SOBO) Investment Narrative?

South Bow Corporation recently reported second-quarter 2025 earnings, with revenue of US$524 million and net income of US$96 million, exceeding analyst expectations and accompanied by a reaffirmed quarterly dividend of US$0.50 per share. Management emphasized the ongoing stability and safety of its Keystone Pipeline operations while raising cash flow forecasts and confirming progress on committed throughput volumes. We'll explore how South Bow's positive earnings surprise and focus on...
TSX:GRT.UN
TSX:GRT.UNIndustrial REITs

Will Strong Leasing Activity and US Property Acquisitions Redefine Granite REIT's (TSX:GRT.UN) 2025 Outlook?

Granite Real Estate Investment Trust recently reported its second quarter and six-month 2025 results, with quarterly revenue rising to CA$149.26 million and net income increasing to CA$95 million compared to the previous year. The Trust also completed the acquisition of two income-producing properties in Florida for US$49.5 million and raised its guidance for 2025, supported by stronger leasing activity and new property acquisitions. We’ll explore how Granite’s focus on expanding its...
TSX:NGD
TSX:NGDMetals and Mining

New Gold (TSX:NGD) Is Up 13.8% After Surging Q2 Profits and Gold Sales—Has The Bull Case Changed?

New Gold Inc. recently announced its second quarter 2025 results, reporting gold production of 78,595 ounces and sales of US$308.4 million, both improvements from the prior year, along with significant growth in net income and earnings per share. The company showed sharply higher net income for the first half of 2025, rising from US$9.6 million to US$51.9 million, highlighting marked operational and financial momentum. We’ll now explore how strong quarterly production and earnings growth...
TSX:ORA
TSX:ORAMetals and Mining

Aura Minerals (TSX:ORA) Is Up 7.2% After Surpassing Dividend Minimum and Returning to Profitability

Earlier this week, Aura Minerals announced a quarterly dividend of US$0.33 per share, exceeding its policy minimum, alongside second quarter earnings showing a marked turnaround to profitability with sales reaching US$190.44 million. This combination of a higher-than-required dividend payout and improved quarterly financial results highlights Aura Minerals' focus on returning value to shareholders amid a period of operational recovery. We'll look at how the company's above-minimum dividend,...
TSX:DSV
TSX:DSVMetals and Mining

Does Discovery Silver's (TSX:DSV) Insider Selling Signal a Shift in Management’s Long-Term Confidence?

Discovery Silver Corp. announced in late July 2025 that Alison White, an accomplished finance executive with experience at SSR Mining and Newmont, will join as Chief Financial Officer, while former CFO Andreas L’Abbé transitions to Senior Vice President, Finance. Separately, 2176423 Ontario Ltd., a 10% shareholder, made two substantial share disposals totaling 6.95 million shares in early August 2025, representing a meaningful reduction in insider ownership that may influence investor...
TSX:CPX
TSX:CPXRenewable Energy

Does Capital Power’s (TSX:CPX) Dividend Hike Reflect Enduring Confidence Despite a Swing to Losses?

Capital Power Corporation reported its second-quarter 2025 financial results in late July, posting sales of CA$407 million and a net loss of CA$132 million, compared to a net income of CA$75 million in the same period last year. Despite the decline in financial performance, Capital Power’s board announced a 6% increase to its quarterly common share dividend, signaling an ongoing commitment to shareholder returns. We’ll explore how the shift from profitability to a net loss shapes Capital...
TSX:PAAS
TSX:PAASMetals and Mining

Pan American Silver (TSX:PAAS) Is Up 17.9% After Dividend Hike, Strong Earnings and MAG Silver Deal

Pan American Silver Corp. announced the appointment of veteran mining executive Pablo Marcet to its Board of Directors and reported second quarter 2025 results, including US$811.9 million in sales and net income of US$189.2 million. A 20% increase in the quarterly dividend and reaffirmed operating guidance, alongside the proposed acquisition of MAG Silver, highlight confidence in future production and growth initiatives. With record earnings fueling a 7-day share price gain, we'll explore...
TSX:SU
TSX:SUOil and Gas

The Bull Case for Suncor (TSX:SU) Could Change Following Record Output and Dividend Announcement

On August 5, 2025, Suncor Energy Inc. reported record upstream production for both the second quarter and first half of the year, alongside quarterly sales of C$12.75 billion and net income of C$1.13 billion, while approving a C$0.57 per share dividend. While revenue and net income declined compared to the previous year, Suncor's ongoing operational reliability and production milestones underscored its ability to sustain shareholder returns amidst industry headwinds. We’ll explore how...
TSX:K
TSX:KMetals and Mining

Kinross Gold (TSX:K) Is Up 16.9% After Strong Q2 Earnings and Maintained 2025 Outlook – Has the Bull Case Changed?

Earlier this month, Kinross Gold Corporation reaffirmed its 2025 production guidance after reporting strong second quarter earnings, with net income for the quarter rising to US$530.7 million and the board declaring a US$0.03 per share dividend, while also completing a share buyback of over 15 million shares. An interesting insight is that the company managed to surpass analyst expectations on revenue and earnings margins, despite a modest year-on-year dip in production volume, signaling...
TSX:TD
TSX:TDBanks

How Will TD Bank's Leadership Shifts and Debt Offerings Shape Its Story for Investors (TSX:TD)?

In recent weeks, TD Bank announced multiple executive leadership changes, including naming Chris Ward as Head of U.S. Small Business Banking, and completed several fixed-income offerings featuring callable senior unsecured notes with various maturities and coupon rates. These developments signal a dual focus on strengthening governance and small business banking strategy, while highlighting ongoing capital markets activity to support future growth initiatives. We’ll consider how the...
TSX:CLS
TSX:CLSElectronic

Celestica (TSX:CLS) Is Up 6.3% After Raising Outlook and Unveiling New AI Storage Solution – Has The Bull Case Changed?

Celestica reported robust second quarter earnings results, raised its full-year revenue guidance to US$11.55 billion, and introduced the advanced SC6110 storage controller for mission-critical enterprise applications. The combination of upgraded earnings expectations, expanded high-value AI-driven offerings, and positive analyst estimate revisions signals rising momentum across the company's business segments. We'll take a look at how Celestica's raised guidance and strong operational...