TSX:CURA
TSX:CURAPharmaceuticals

Can Curaleaf Holdings’ (TSX:CURA) International Push Offset Slowing Domestic Growth?

Curaleaf Holdings recently reported its second quarter 2025 results, with revenue of US$314.52 million and a net loss of US$53.16 million, both reflecting a decrease compared to the same period last year. The company’s international segment showed a very large year-over-year growth rate, highlighted by securing a new operating license in Turkey. We'll examine how Curaleaf's sharp international segment expansion impacts its investment narrative and future growth outlook. Rare earth metals are...
TSX:CVE
TSX:CVEOil and Gas

Is Narrows Lake First Oil and Strong Q2 Results Shifting the Outlook for Cenovus Energy (TSX:CVE)?

Cenovus Energy recently reported its second-quarter 2025 results, showing sales of CA$12.32 billion and net income of CA$851 million, alongside updated production guidance and progress on key development projects like Narrows Lake and West White Rose. The company also confirmed new milestones, including first oil at Narrows Lake and the completion of a significant share buyback, while announcing ongoing dividends for both common and preferred shareholders. We'll explore how Cenovus Energy's...
TSX:IGM
TSX:IGMCapital Markets

IGM Financial (TSX:IGM) Is Up 5.4% After Record Q2 Earnings and New High in AUM

IGM Financial Inc. reported record second quarter 2025 earnings, with net income rising to C$246.71 million and assets under management reaching a new high of C$287.9 billion as of July 31, 2025. Notably, the company recorded positive net inflows after a period of net outflows, and continued to return capital through dividends and share buybacks while also realizing value from technology and wealth management investments. As we review the implications for the company's investment narrative,...
TSX:MX
TSX:MXChemicals

How Higher Production and Profits Are Reshaping the Methanex (TSX:MX) Investment Story

Methanex Corporation recently reported its second quarter and half-year 2025 results, showing year-over-year net income growth to US$64.41 million, despite a decrease in sales to US$796.51 million, supported by higher production volumes and new asset contributions. An interesting takeaway is that the company's improved profitability and strengthened operations came alongside new production guidance, projecting total output of approximately 8 million tonnes for the year, reflecting its...
TSX:WSP
TSX:WSPConstruction

Did Strong Q2 Results and the Lexica Acquisition Just Shift WSP Global’s (TSX:WSP) Investment Narrative?

WSP Global Inc. recently reported strong second-quarter results, with revenue rising to C$4.51 billion and net income climbing to C$279.4 million, driven by both acquisition and organic growth. The company emphasized ongoing expansion through mergers and acquisitions, including the addition of U.K.-based Lexica to strengthen its healthcare and life sciences advisory capabilities. We'll now explore how WSP Global's recent acquisition-driven growth could shape the outlook for its ongoing...
TSX:PXT
TSX:PXTOil and Gas

How Rising Net Income Amid Lower Production at Parex Resources (TSX:PXT) Has Changed Its Investment Story

Parex Resources recently reported a rise in net income for the second quarter and first half of 2025, alongside the reaffirmation of its regular quarterly dividend at CA$0.385 per share and the completion of a share buyback tranche totaling 630,000 shares for US$6.1 million. This combination of improved profitability and ongoing shareholder returns signals management's ability to maintain financial resilience and capital discipline, even as revenue and total oil production have declined...
TSX:LUG
TSX:LUGMetals and Mining

Why Lundin Gold (TSX:LUG) Is Up 21.4% After Record Earnings, Dividend Hike and Higher Guidance

Lundin Gold Inc. announced its second quarter and six-month 2025 results, reporting sales of US$452.88 million and net income of US$196.73 million for the quarter, and declared a quarterly dividend of US$0.79 per share payable in September. This quarter's performance was paired with an upward revision to full-year production guidance and updates on promising exploration results near the Fruta del Norte mine, underscoring the company's ongoing focus on production growth and resource...
TSX:KXS
TSX:KXSSoftware

Record Q2 Earnings and AI Rollout Could Be a Game Changer for Kinaxis (TSX:KXS)

In early August 2025, Kinaxis Inc. reported record second-quarter earnings with US$136.42 million in sales and net income of US$18.44 million, along with an updated fiscal year 2025 revenue guidance of US$535 million to US$550 million. The company attributed its exceptional quarter to strong customer growth, the rollout of new generative and agentic AI capabilities, and increased software demand across both new and existing clients. We'll explore how Kinaxis's record profitability and...
TSX:CCO
TSX:CCOOil and Gas

Cameco (TSX:CCO) Is Up 5.3% After Robust Q2 Earnings and Leadership Changes Has The Bull Case Changed?

Cameco Corporation recently reported its second quarter and half-year 2025 results, showcasing a substantial rise in net income and earnings per share year over year, alongside executive leadership changes including the appointment of a new CFO and president/COO. While uranium production volumes declined compared to last year, improved profits and increased fuel services output contributed to the positive earnings performance, highlighting Cameco's ability to generate stronger financial...
TSX:AAV
TSX:AAVOil and Gas

Will High-Margin Liquids Growth and Rising Profits Shift Advantage Energy's (TSX:AAV) Narrative?

Advantage Energy Ltd. recently reported its second-quarter 2025 results, disclosing a significant year-over-year jump in revenue to CA$245.82 million and a swing to CA$72.5 million in net income, supported by increased liquids production and improved operating efficiency. An interesting insight is that the company’s enhanced focus on high-margin crude oil, following its Charlie Lake acquisition, has transformed its revenue mix and strengthened adjusted funds flow. We'll explore how this...
TSX:CFP
TSX:CFPForestry

What Canfor (TSX:CFP)'s Widening Q2 Losses and Improving Half-Year Trend Mean for Shareholders

Canfor Corporation recently reported second quarter 2025 earnings, with sales of C$1,379.4 million and a net loss of C$202.8 million, marking continued net losses compared to the prior year. While losses widened for the quarter, the company’s net loss for the first half of the year narrowed, indicating some improvement in longer-term performance. We'll explore how ongoing quarterly losses, despite some progress in half-year results, shape Canfor's current investment outlook. AI is about to...
TSX:FIH.U
TSX:FIH.UCapital Markets

How Investors Are Reacting To Fairfax India Holdings (TSX:FIH.U) Strong Turnaround and Buyback Announcement

Fairfax India Holdings recently announced its second quarter and first half 2025 earnings, reporting improved revenue of US$330.93 million and net income of US$278.11 million for the quarter, alongside a completed buyback tranche totaling 341,743 shares for US$5.24 million. This marks a significant turnaround from the net loss seen in the same period last year, with year-to-date revenue experiencing a very large increase. We’ll examine how strong earnings growth and the completed buyback are...
TSX:FM
TSX:FMMetals and Mining

First Quantum Minerals (TSX:FM) Is Up 7.1% After US$1 Billion Gold Streaming Deal—Has The Bull Case Changed?

First Quantum Minerals announced it has secured a US$1 billion gold streaming agreement with a Royal Gold subsidiary, providing upfront capital in exchange for future gold deliveries linked to copper production at the Kansanshi mine in Zambia. This transaction significantly boosts First Quantum's liquidity while preserving its exposure to copper and most of its gold output, enhancing financial flexibility for growth initiatives. We'll explore how the immediate US$1 billion cash infusion from...
TSX:GIB.A
TSX:GIB.AIT

Does CGI’s CA$2.7 Billion War Chest Reshape Its Growth Strategy Narrative for TSX:GIB.A Investors?

CGI Inc. reported third quarter fiscal 2025 results with sales rising to CA$4.09 billion and net income reaching CA$408.61 million, alongside confirmation of a CA$0.15 quarterly dividend and the completion of a CA$286.2 million share buyback. An interesting detail is CGI's announcement of CA$2.7 billion in readily available capital, which it aims to deploy toward business reinvestment and accretive acquisitions to support profitable growth. We'll examine how CGI's acquisition focus and...
TSX:IVN
TSX:IVNMetals and Mining

Why Ivanhoe Mines (TSX:IVN) Maintained Guidance After Record Output and Seismic Disruptions

Ivanhoe Mines released its second quarter and first half 2025 results, highlighting record copper output at Kamoa-Kakula prior to May's seismic activity and record ore throughput and zinc grades at Kipushi, along with financial disclosures including US$96.76 million in sales and US$44.05 million in net income for the quarter. An important insight is that despite operational disruptions, Ivanhoe Mines maintained its revised annual production guidance for both Kamoa-Kakula and Kipushi,...
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...