Canadian Oil and Gas Stock News

TSX:NG
TSX:NGMetals and Mining

NovaGold Resources (TSX:NG) Brings In Donlin Advisors Following Questions Over Its Pricey Valuation

NovaGold Resources (TSX:NG) moved back into focus after it and Donlin Gold Holdings LLC appointed Endeavour Financial and Macquarie Capital as financial advisors for the Donlin Gold project in Alaska. See our latest analysis for NovaGold Resources. The financing news arrives after a sharp shift in sentiment around NovaGold Resources, with the share price at CA$10.97 and a 1 month share price return of 32.81% following earlier 90 day and year to date declines. Total shareholder returns of...
TSX:CAE
TSX:CAEAerospace & Defense

Revenue Growth But Softer Earnings Might Change The Case For Investing In CAE (TSX:CAE)

CAE Inc. has reported past first-quarter fiscal 2027 results for the period ended June 30, 2026, with revenue rising to CA$1,173.4 million while net income declined to CA$31 million, alongside confirming low-single digit consolidated revenue growth guidance for fiscal 2027 and modest growth expectations split between its Civil and Defense segments. At the same time, CAE continued its capital return efforts with a completed buyback of 1,298,379 shares for CA$46 million, even as earnings per...
TSXV:AFM
TSXV:AFMMetals and Mining

Does Alphamin Resources’ Surging First-Half 2026 Profits Change The Bull Case For Alphamin (TSXV:AFM)?

Alphamin Resources Corp. reported past second-quarter 2026 results showing sales of US$252.71 million and net income of US$63.28 million, with basic earnings per share from continuing operations of US$0.0492. For the first half of 2026, Alphamin Resources’ sales nearly doubled to US$492.78 million while net income also more than doubled to US$127.7 million, highlighting a sharp improvement in profitability. We will now examine how this strong growth in first-half 2026 sales and earnings...
TSX:POW
TSX:POWInsurance

Is Power Corporation Of Canada (TSX:POW) Overvalued On Mixed Q2 Results?

Dividend affirmation alongside mixed earnings picture Power Corporation of Canada (TSX:POW) recently affirmed a quarterly dividend of CA$0.6675 per share, following second quarter results that showed lower net income but stronger figures over the first half of 2026. See our latest analysis for Power Corporation of Canada. Against that backdrop, Power Corporation of Canada’s share price has climbed strongly, with a 90 day share price return of 16.39% and a year to date share price return of...
TSX:IMO
TSX:IMOOil and Gas

How Imperial Oil’s Q2 2026 Profit Jump and Board Shift At Imperial Oil (TSX:IMO) Has Changed Its Investment Story

In the second quarter of 2026, Imperial Oil reported higher sales of CA$16,062 million and net income of CA$2,190 million, while announcing board changes that saw director N.A. (Neil) Hansen step down and ExxonMobil executive S.D. (Steven) Abrahams join the board and key committees. Despite slightly lower oil-equivalent production, the company delivered much stronger earnings and maintained its quarterly dividend at CA$0.87 per share, signaling management’s focus on capital returns alongside...
TSX:SSRM
TSX:SSRMMetals and Mining

3 Cash Flow Stocks Investors May Be Missing In AI Hardware And Robotics

When energy prices swing on Middle East risks, investors often focus on headlines and miss what is happening in company cash flows. That can leave solid businesses trading below fair value on discounted cash flow models. The Undervalued Stocks Based On Cash Flows screener looks for exactly that gap. This article highlights 3 stocks that currently sit on that list and explores why they may interest value minded investors. The 3 stocks covered below are just a sample, with the full screen...
TSX:TD
TSX:TDBanks

Toronto-Dominion Bank (TSX:TD) Could Be 5% Overvalued On Its New In App Deposit Switch

Toronto-Dominion Bank (TSX:TD) is drawing fresh attention after rolling out a fully integrated direct deposit switching feature inside its mobile app, positioning its digital banking tools as a key focus for investors. See our latest analysis for Toronto-Dominion Bank. The new in-app direct deposit feature arrives alongside steady capital markets activity, including recent bond offerings and a planned redemption of US$1.5b subordinated notes. This comes at a time when Toronto-Dominion Bank’s...
TSX:OGC
TSX:OGCMetals and Mining

Why OceanaGold (TSX:OGC) Is Up 7.0% After Strong Q2 Results, Dividend Hike And Buyback Completion

OceanaGold Corporation has reported past second-quarter 2026 results showing sales of US$647.3 million and net income of US$222.2 million, alongside higher gold production, a US$0.09 per share dividend declared for September 2026, and completion of a US$253 million buyback covering 3.8% of its shares. The combination of stronger profitability, increased gold output, and cash returned through dividends and repurchases highlights how OceanaGold is balancing operational expansion with...
TSX:NA
TSX:NABanks

Has National Bank of Canada (TSX:NA) Priced In Its Crypto ETF Exposure?

Crypto ETF disclosure puts National Bank of Canada stock in focus National Bank of Canada (TSX:NA) is back on investor radars after a recent regulatory filing showed the bank holding sizeable positions in several cryptocurrency exchange traded funds, raising fresh questions about its approach to digital assets. See our latest analysis for National Bank of Canada. At a share price of CA$228.85, National Bank of Canada has seen a 32.09% year to date share price return and a 57.84% total...
TSX:MDA
TSX:MDAAerospace & Defense

MDA Space (TSX:MDA) Expands Lightspeed Contract, Is The Upside Already Priced In?

MDA Space (TSX:MDA) is back in focus after expanding its role in Telesat's Lightspeed low Earth orbit constellation, adding CA$474 million to its contract and deepening exposure to long term defence communications work. See our latest analysis for MDA Space. After a strong year to date with a 79.91% share price return and a 3 year total shareholder return above 3x, MDA Space has recently regained momentum. The 1 month share price return of 11.26% and Lightspeed contract expansion, debt raise...
TSX:EQB
TSX:EQBBanks

How Investors May Respond To EQB (TSX:EQB) Deepening PC Optimum Partnership With Grand Scan Contest

EQ Bank, the exclusive financial services partner of the PC Optimum loyalty program, recently launched The Grand Scan Contest, a 25 million point giveaway supported by interactive pop-ups in select Loblaw-affiliated grocery stores across Canada. This campaign underscores EQ Bank’s push to deepen everyday banking relationships by directly linking digital banking with one of Canada’s largest retail loyalty ecosystems. We’ll now examine how EQ Bank’s expanded PC Optimum rewards push, anchored...
TSX:SU
TSX:SUOil and Gas

Suncor Energy (TSX:SU) Shakes Up Leadership, Is The Stock Still 14% Undervalued?

Suncor Energy (TSX:SU) is in focus after announcing a broad leadership reshuffle, including a future CEO transition and new appointments across its executive team. This adds another layer for investors to weigh alongside recent results. See our latest analysis for Suncor Energy. The leadership reshuffle and strong recent earnings arrive while Suncor Energy’s share price trades at CA$89.12, with a year to date share price return of 42.34% and a 1 year total shareholder return of 72.17%,...
TSX:H
TSX:HElectric Utilities

Hydro One (TSX:H) Stock Profit Growth Counters Rising Funding Demands

Hydro One went into this earnings print priced like a steady, premium utility, with the stock drifting slightly lower over the past week and quarter despite a rich 24.8x trailing P/E that sits above industry peers. The quarter itself came through with the story investors usually want from a regulated grid owner. Net income attributable to common shareholders rose 13.1% year over year and earnings per share reached CA$0.62, helped by higher transmission and distribution revenue. The headline...
TSX:BNS
TSX:BNSBanks

Is Scotiabank’s Fund Overhaul Quietly Redefining Its Asset Management Strategy (TSX:BNS)?

Securityholders of several Scotia Global Asset Management funds have now approved mergers and changes to investment objectives, including a revised equity allocation range for the Dynamic Global Balanced Fund, following a special meeting held on August 12, 2026. These fund changes highlight how Bank of Nova Scotia is reshaping its asset management mix, potentially altering fee composition and risk exposure across its investment platform. We’ll now examine how the approved fund mergers and...
TSX:FNV
TSX:FNVMetals and Mining

Franco Nevada (TSX:FNV) Stock Rich Valuation Faces Margin Durability Question

Franco-Nevada walked into this quarter priced for perfection, with the stock at CA$329.39 and trading on a rich 33.2x trailing P/E compared with a Canadian metals and mining peer group closer to 17x. The latest earnings needed to justify that premium. On the headline numbers, the company delivered a powerful profit story, with trailing twelve month earnings very large versus the prior year and net margins at 65.7%. The question for you now is simple: are those margins and profits strong...
TSX:ASM
TSX:ASMMetals and Mining

Avino Silver & Gold Mines (TSX:ASM) Stock Rich Valuation Clouds Profit Surge

Avino Silver & Gold Mines walked into this earnings print with the stock already up 22.1% over the past month and a modest 9.1% gain in the last week. Expectations were heating up. The headline this quarter is simple. Profitability has been running hot with a trailing net margin of 32.7% and earnings growth over the last year that is very large. Yet the stock now trades on a P/E of 32.8x, which puts today’s price reaction under a harsh spotlight. Is emotion running ahead of the mining...
TSX:REI.UN
TSX:REI.UNRetail REITs

Will Strong Q2 Results and Monetization Moves Change RioCan's (TSX:REI.UN) Narrative?

In the second quarter of 2026, RioCan Real Estate Investment Trust reported CAD$296.8 million in sales and CAD$151.24 million in net income, with basic earnings per share from continuing operations of CAD$0.52, while also completing CAD$51.4 million of buybacks under its November 2025 program. Alongside these results, RioCan reported record retail occupancy, raised its 2026 commercial same-property NOI growth guidance, and highlighted enhanced balance sheet flexibility with about CAD$700...
TSX:GRT.UN
TSX:GRT.UNIndustrial REITs

Granite Real Estate Investment Trust (TSX:GRT.UN) Reports Mixed Earnings, Is The Upside Already Priced In?

Granite Real Estate Investment Trust earnings draw fresh attention Granite Real Estate Investment Trust (TSX:GRT.UN) is back in focus after reporting mixed second quarter 2026 results, with higher revenue year over year but lower quarterly net income and a different picture across the first half. See our latest analysis for Granite Real Estate Investment Trust. Granite Real Estate Investment Trust's share price has eased in recent weeks, with a 30 day share price return of down 6.98% and a 7...
TSX:CSU
TSX:CSUSoftware

Constellation Software (TSX:CSU) Stock Faces Margin Pressure Behind EPS Surge

Constellation Software went into this earnings print with the stock already up 21.4% over the past three months and 7% over the past month. That is a rich setup for any surprise. The headline today is simple. Revenue for Q2 2026 landed at US$3,181m while basic earnings per share came in at US$17.32. For a company long treated as a premium compounder, the sentiment test now is whether that earnings power justifies a P/E near 62.9x or whether investors are paying too much for growth, given a...
TSX:EIF
TSX:EIFAirlines

Exchange Income (TSX:EIF) Stock Rides Record EBITDA Outlook Despite EPS Fade

Exchange Income stock went into this earnings print already on a tear, up roughly 26% over the past three months and closing at about CA$135. That set the bar high. Management then raised full year adjusted earnings before interest, tax, depreciation and amortization guidance to a range of CA$890m to CA$920m and called Q2 a record across key profit and cash flow measures. For short term traders the question is whether that guidance lift is already priced in. For long term holders the focus...
TSX:GIL
TSX:GILLuxury

Why Gildan Activewear (TSX:GIL) Is Back In The Spotlight

Why Gildan Activewear Stock Is Back in Focus Gildan Activewear (TSX:GIL) is back on investor watchlists after releasing second quarter results that paired higher sales with a net loss, alongside updated full year and third quarter revenue guidance. See our latest analysis for Gildan Activewear. Recent earnings, softer full year revenue guidance and a fresh quarterly dividend declaration appear to have cooled near term enthusiasm for Gildan Activewear, with the stock down 7.52% on a year to...
TSX:VNP
TSX:VNPChemicals

5N Plus (TSX:VNP) Is Up 6.7% After Strong Q2 Earnings And M&A Plans - Has The Bull Case Changed?

In the second quarter of 2026, 5N Plus Inc. reported higher sales of US$122.36 million and net income of US$19.67 million, while management highlighted a strong backlog and reaffirmed its full-year adjusted EBITDA guidance of US$100 million to US$105 million. Management also indicated it is actively preparing the balance sheet for potential acquisitions, aiming for deals that are both accretive and aligned with 5N Plus’s core materials and specialty semiconductor businesses despite current...
TSX:BYD
TSX:BYDCommercial Services

Boyd Group Services (TSX:BYD) Sales Rose While Profit Fell, Is The 38% Undervaluation Case Convincing?

Boyd Group Services (TSX:BYD) has drawn fresh attention after reporting second quarter 2026 results that combined higher sales with weaker profitability, including lower net income and earnings per share compared with a year earlier. See our latest analysis for Boyd Group Services. The mixed second quarter earnings appear to sit against a share price that has been weak over a longer stretch, with Boyd Group Services trading at CA$143.04 and posting a 90 day share price return of 6.32% but a...