TSX:AC
TSX:ACAirlines

Does Looming Strike Action Shift the Investment Outlook for Air Canada (TSX:AC)?

In the past week, labor negotiations between Air Canada and its flight attendants' union broke down, with the union voting overwhelmingly to authorize a strike and staging nationwide protests over unpaid work and low wages. The dispute has heightened uncertainty over potential travel disruptions during the busy season and underscores the critical impact labor relations can have on airline operations and customer confidence. We'll explore how the looming strike threat and unresolved contract...
TSX:CS
TSX:CSMetals and Mining

Capstone Copper (TSX:CS) Is Up 6.7% After Sanctioning Mantoverde Optimized Project for Construction

Capstone Copper Corp. recently announced the sanctioning of the Mantoverde Optimized project for construction after securing all required Board approvals, aiming to expand its copper production capabilities and advance sustainability goals. This marks a significant operational milestone, as the Mantoverde Optimized project could materially influence the company’s capacity, cost structure, and environmental progress in the coming years. We'll explore how committing to the Mantoverde Optimized...
TSXV:SGD
TSXV:SGDMetals and Mining

New Visible Gold Zones at Valley Deposit Might Change The Case For Investing In Snowline Gold (TSXV:SGD)

Snowline Gold Corp. recently provided updates on its 2025 exploration and development programs in the eastern Yukon, reporting new zones of sheeted quartz veins with visible gold at its Valley deposit as well as trace visible gold at multiple broader Rogue Project targets, with assays pending. This marks the identification of significant new mineralized areas that may support future resource expansion and advance prefeasibility study efforts as the company continues to drill and gather...
TSX:BTO
TSX:BTOMetals and Mining

Fekola Approval and Earnings Beat Might Change The Case For Investing In B2Gold (TSX:BTO)

On August 7, 2025, B2Gold Corp. reported a turnaround in its financial results for the second quarter, highlighted by net income of US$154.42 million and basic earnings per share of US$0.12, supported by increased gold production, including new output from the Goose Mine, and the affirmation of its quarterly dividend. The company also received approval from the State of Mali to begin underground operations at the Fekola Mine, marking a significant regulatory milestone that could drive future...
TSX:SFC
TSX:SFCInsurance

Undervalued Small Caps With Insider Action In Global August 2025

As global markets navigate a landscape marked by the Bank of England's rate cuts and the Nasdaq Composite reaching new highs, small-cap stocks remain in focus amid mixed economic signals. With the S&P MidCap 400 Index showing modest gains and interest rates potentially on a downward path, investors are keenly observing how these factors influence smaller companies that often thrive in dynamic environments. Identifying promising small-cap stocks involves looking for those with strong...
TSX:PKI
TSX:PKIOil and Gas

Does Parkland’s (TSX:PKI) Jump in Profitability Signal a Lasting Shift in Its Earnings Power?

Parkland Corporation recently reported its second quarter 2025 results, showing net income of C$172 million on sales of C$6.87 billion, with basic earnings per share from continuing operations rising to C$0.99, compared to C$0.40 a year earlier. Despite a decline in sales from the prior year, Parkland's substantial increase in profitability suggests improved operational efficiency and sharper cost management drove the quarter’s results. We’ll now assess how Parkland’s surge in quarterly net...
TSX:NFI
TSX:NFIMachinery

Are NFI Group's (TSX:NFI) Zero-Emission Bus Gains Enough to Bolster Its Long-Term Strategy?

NFI Group released its 2024 Sustainability Report in the past, highlighting a record number of zero-emission bus deliveries and reporting second quarter revenue of US$868.17 million, though the company posted a net loss of US$160.77 million for the period. The report also outlined expanded investments in employee development and a deeper focus on ESG initiatives, underscoring the company's ongoing commitment to environmental responsibility and community partnerships across its...
TSX:SEA
TSX:SEAMetals and Mining

Does Confirmation of a Large Copper-Gold Deposit at Snip North Change the Bull Case for Seabridge Gold (TSX:SEA)?

Seabridge Gold recently announced that the first three holes drilled during the summer at its Snip North target confirmed a large and consistent copper-gold porphyry deposit, each extending the mineralized footprint with wide intervals of significant grades. The company plans to announce a maiden resource estimate for Snip North early next year, marking a significant step in advancing their exploration pipeline. We’ll explore how the confirmation of a large copper-gold deposit at Snip North...
TSX:EIF
TSX:EIFAirlines

Why Exchange Income (TSX:EIF) Is Up 9.6% After Surpassing Q2 Records and Raising 2025 Guidance

Exchange Income Corporation reported its second quarter 2025 results, posting sales of C$454.99 million and net income of C$40.01 million, both increasing from the previous year, and raised its full-year earnings guidance following better-than-expected contributions from recent acquisitions. The company also set new Q2 benchmarks for Adjusted EBITDA, Free Cash Flow, and Net Earnings, underlining the impact of its acquisition of Bradley Air Services Limited on business expansion. We'll...
TSX:EDV
TSX:EDVMetals and Mining

Earnings Surge and Record Dividend Could Be a Game Changer for Endeavour Mining (TSX:EDV)

Endeavour Mining plc recently reported strong second quarter and first half 2025 results, highlighted by a very large year-over-year increase in both sales and net income, and announced a record interim dividend of US$150.0 million to be paid in October 2025. This sharp turnaround in profitability and increased direct shareholder returns stand out, particularly as production volumes were maintained in line with guidance despite cost pressures. We'll examine how the impressive earnings...
TSX:EQX
TSX:EQXMetals and Mining

Equinox Gold (TSX:EQX) Joins FAST-41 Program for Castle Mountain Expansion—Is Regulatory Clarity a Game Changer?

Equinox Gold recently announced that its Castle Mountain Mine Phase Two Project in California has been accepted into the U.S. FAST-41 federal permitting program, which is designed to streamline environmental reviews and establish a defined regulatory timeline, with completion expected by December 2026. This acceptance not only offers greater regulatory certainty for Equinox Gold but also positions the project for potentially earlier construction decisions, reinforcing the company's focus on...
TSX:AQN
TSX:AQNIntegrated Utilities

Should Algonquin’s Dividend Commitment and Leadership Changes Prompt a Fresh Look From TSX:AQN Investors?

Algonquin Power & Utilities Corp. recently announced its second-quarter 2025 earnings, reporting US$527.8 million in revenue and affirming both its common and preferred dividends for upcoming quarters. While net income for the quarter declined compared to last year, the company reaffirmed its financial outlook and highlighted leadership changes and operational improvements as central to its ongoing strategy. As the company remains committed to its dividend and operational improvements, we’ll...
TSX:ERO
TSX:EROMetals and Mining

How Stronger Margins at Caraíba Are Shaping the Ero Copper (TSX:ERO) Investment Narrative

Ero Copper Corp. reaffirmed full-year 2025 production guidance for its Caraíba operations, while updating output expectations for Tucumã and Xavantina following its second quarter 2025 results announced in late July. The company's significant turnaround in quarterly net income and sales, alongside new efficiency programs and modernization investments, highlights its continued efforts to enhance productivity and cost control across key Brazilian mining assets. We'll explore how Ero Copper's...
TSX:MG
TSX:MGAuto Components

Magna International (TSX:MG) Is Up 5.6% After Raising 2025 Sales Outlook and Profit Guidance - Has The Bull Case Changed?

Magna International recently announced improved second quarter 2025 results, with net income rising to US$379 million, while also raising its full-year sales outlook to US$40.4 billion–US$42.0 billion and declaring a quarterly dividend of US$0.485 per share, payable August 29, 2025. Despite slightly lower sales year-on-year, Magna's increased profitability and upwardly revised guidance highlight resilience in cost management and an ability to boost margins even amid softening revenues. We'll...
TSX:POU
TSX:POUOil and Gas

Should Paramount Resources’ Q2 Earnings Drop Prompt a Reevaluation From TSX:POU Investors?

Paramount Resources reported its second quarter 2025 earnings, revealing revenue of C$199 million and net income of C$4.2 million, both sharply lower than the same period last year. Despite the quarterly downturn, the company’s net income for the first half of 2025 reached C$1.29 billion, an unusually large increase compared to the previous year. We’ll explore how the sharp drop in quarterly results could shape investor perceptions of Paramount Resources’ near-term outlook. AI is about to...
TSX:DPM
TSX:DPMMetals and Mining

How Dividend and Buyback Moves Could Shape Dundee Precious Metals' (TSX:DPM) Long-Term Value Story

Dundee Precious Metals announced in the past that its Board of Directors declared a third quarter dividend of US$0.04 per share, payable October 15, 2025, and reported second quarter earnings growth with sales reaching US$186.49 million and net income at US$82.4 million. The company also completed a tranche of share buybacks during the quarter, repurchasing 2,431,548 shares for US$31.2 million, highlighting a focus on returning value to shareholders. We'll explore how Dundee Precious Metals'...
TSX:EFX
TSX:EFXEnergy Services

Is Enerflex's (TSX:EFX) Capital Return Strategy Reflecting Renewed Confidence in Its Core Business?

Enerflex Ltd. recently reported its second-quarter 2025 earnings, posting US$615 million in sales and net income of US$60 million, along with the completion of a share buyback and a quarterly dividend declaration. Management's actions, including improved profitability, ongoing capital returns, and share repurchases, underscore confidence in the company's financial position, even as revenue remained steady year over year. We will explore how Enerflex's strong net income growth this quarter...
TSX:WFG
TSX:WFGForestry

What West Fraser Timber (TSX:WFG)’s Trade Headwinds and Buybacks Mean for Shareholders

In recent months, West Fraser Timber has faced ongoing challenges from weaker U.S. housing demand and a new Section 232 tariff investigation impacting Canadian softwood lumber exports. Management's focus on cost control measures and share buybacks highlights efforts to support performance despite current market headwinds and trade uncertainty. We’ll now explore how ongoing trade uncertainty and market softness may shape West Fraser Timber’s longer-term investment outlook. Trump has pledged...
TSX:AAUC
TSX:AAUCMetals and Mining

Is Allied Gold's (TSX:AAUC) Rising Sales Yet Net Loss a Sign of Deeper Margin Challenges?

Allied Gold Corporation recently announced its second quarter 2025 results, producing 91,017 gold ounces and reporting sales of US$251.98 million, alongside updated production guidance for the upcoming quarters. Despite year-on-year sales growth, the company reported a net loss for both the second quarter and first half of the year, highlighting increased costs or operational factors impacting profitability. We will examine how the shift to a net loss despite higher sales may impact Allied...
TSX:KMP.UN
TSX:KMP.UNResidential REITs

Will Diverging Sales and Net Income Trends Reshape Killam Apartment REIT's (TSX:KMP.UN) Narrative?

On August 6, 2025, Killam Apartment REIT announced its second-quarter earnings, reporting sales of C$95.65 million compared to C$90.78 million a year earlier, while net income fell to C$33.13 million from C$114.45 million year-over-year. The contrast between higher revenues and a very large drop in net income highlights pressures from increased costs or non-operating items during the period. We will explore how the company’s substantial net income decline amid rising sales shapes...
TSX:FFH
TSX:FFHInsurance

Does Fairfax's C$700 Million Bond Issue Signal a Shift in Capital Allocation Strategy for TSX:FFH?

Fairfax Financial Holdings Limited recently announced it will raise C$700 million through the issuance of senior unsecured notes, offering a 5.10% tranche due in 2055 and a 4.45% tranche due in 2035, with proceeds intended for refinancing, acquisitions, and general purposes. This significant capital raising, coupled with strong recent earnings and active share buybacks, signals the company's focus on balance sheet flexibility and capital allocation. We will explore how Fairfax's major bond...
TSX:NVA
TSX:NVAOil and Gas

Did Lowered 2025 Production Guidance Just Shift NuVista Energy's (TSX:NVA) Investment Narrative?

NuVista Energy recently reported a decline in second quarter 2025 earnings and production, including revenue of C$318.91 million and net income of C$80.45 million, both lower than the previous year, and announced revised production figures for the period ended June 30, 2025. Alongside these results, the company lowered its full-year 2025 production guidance and highlighted continued shifts across its product mix. We’ll take a closer look at how the lowered annual production guidance shapes...
TSX:CHP.UN
TSX:CHP.UNRetail REITs

Is Choice Properties' New C$500 Million Debt Issuance Reshaping Its Financial Narrative (TSX:CHP.UN)?

Choice Properties Real Estate Investment Trust recently completed a private placement, issuing C$350 million in series W debentures maturing in 2035 and C$150 million in series X debentures maturing in 2055, with the proceeds aimed at refinancing existing debt and for general business purposes. The newly issued debentures received strong credit ratings and signify ongoing lender confidence in the company's financial stability and debt management approach. With this substantial debt...
TSX:NXE
TSX:NXEOil and Gas

Did NexGen Energy's (TSX:NXE) Latest US Offtake Deal Just Reshape Its Uranium Sales Outlook?

In early August 2025, NexGen Energy Ltd. announced it has secured a new uranium offtake contract with a major US-based utility to deliver 1 million pounds of uranium annually over five years, commencing with its first year of commercial production. This agreement doubles NexGen's contracted volumes and underscores the growing importance of its Rook I Project at a time of heightened global uranium supply risk. Next, we examine how securing a second major offtake contract adds visibility to...