TSX:LUN
TSX:LUNMetals and Mining

Lundin Mining (TSX:LUN) Valuation After 2025 Production Beat And Trimmed 2026 Copper And Gold Guidance

Lundin Mining (TSX:LUN) is back in focus after reporting full year 2025 production that met or exceeded guidance, while also cutting its 2026 copper and gold outlook following operational issues at the Candelaria mine in Chile. See our latest analysis for Lundin Mining. The production update and trimmed 2026 outlook have come after a sharp run in the shares, with a 30 day share price return of 16.79% and a 90 day gain of 64.24%, alongside a very large 1 year total shareholder return of...
TSX:CCO
TSX:CCOOil and Gas

Cameco’s Expanding Role In Western Nuclear Fuel Security And Growth

Cameco (TSX:CCO) is set to play a larger role as Western governments work to secure non Russian uranium supplies. The company is a key beneficiary of the U.S. plan to expand nuclear energy capacity, with policy support aimed at reactors and fuel supply. Cameco's ownership stake in Westinghouse links its uranium production to nuclear fuel and reactor services across the power chain. Cameco, a major uranium producer listed on the TSX as CCO, sits at the center of a renewed push for energy...
TSX:CJ
TSX:CJOil and Gas

Cardinal Energy’s 2026 Output and Dividend Plan Could Be A Game Changer For Cardinal Energy (TSX:CJ)

Cardinal Energy Ltd. recently released its 2026 budget, forecasting average production of 25,000 to 25,500 boe/d, supported by a $75 million capital program and the continuation of a monthly $0.06 per-share cash dividend. A key aspect of this plan is Cardinal’s emphasis on boosting volumes through full-year operations at the Reford project while aiming to preserve financial flexibility amid crude oil price volatility. We’ll now examine how Cardinal’s plan to grow production while maintaining...
TSX:SKE
TSX:SKEMetals and Mining

Skeena Resources (TSX:SKE) Deepens Tahltan Partnership: A Turning Point For Eskay Creek’s Social Licence?

Skeena Resources recently reported that the Tahltan Nation approved an impact-benefit agreement for the Eskay Creek gold and silver project in British Columbia, establishing a framework for shared economic, training, and business opportunities. This agreement formalizes Tahltan involvement in economic, cultural, and environmental aspects of Eskay Creek, strengthening social licence for the project’s potential development. We’ll now examine how this impact-benefit agreement with the Tahltan...
TSXV:QNC
TSXV:QNCSemiconductor

Assessing Quantum eMotion (TSXV:QNC) Valuation After NYSE American Listing Step And Quantum-Secured Energy Progress

Quantum eMotion (TSXV:QNC) has come into focus after filing a Form 40-F with the U.S. SEC, a key step toward a potential NYSE American listing, alongside progress on quantum-secured energy storage collaborations. See our latest analysis for Quantum eMotion. At a share price of CA$5.50, Quantum eMotion has recently seen a 9.8% 7 day share price return and a 56.7% 90 day share price return, while its 1 year total shareholder return is very large. This suggests recent NYSE American listing plans...
TSX:WFG
TSX:WFGForestry

Is West Fraser Timber (TSX:WFG) Pricing Reflect Its Recent Share Price Rebound And DCF Estimate

If you are wondering whether West Fraser Timber is priced attractively right now, you are not alone. The recent share moves have put valuation firmly in focus. The stock last closed at C$98.81, with returns of 1.4% over 7 days, 19.6% over 30 days, 14.6% year to date, but a 23.3% decline over 1 year and a 10.5% decline over 3 years, compared with a 29.8% gain over 5 years. Recent coverage has highlighted ongoing interest in West Fraser Timber as a North American wood products producer, with...
TSXV:HITI
TSXV:HITIPharmaceuticals

The Bull Case For High Tide (TSXV:HITI) Could Change Following New Voting Agreements Learn Why

High Tide Inc. recently filed a Form 6-K with the SEC outlining several Voting Support and Standstill Agreements that formalize how certain stakeholders will vote and interact with the company. These governance arrangements come as High Tide continues to build out its cannabis retail and e-commerce footprint, potentially shaping how future decisions around this expansion are made and controlled. We’ll now explore how the new Voting Support and Standstill Agreements could influence High...
TSX:ARIS
TSX:ARISMetals and Mining

Assessing Aris Mining (TSX:ARIS) Valuation After Production Beat Guidance Upgrade And Leadership Changes

Why Aris Mining stock is back on investors’ radar Aris Mining (TSX:ARIS) has drawn fresh attention after reporting 2025 gold production of 256,503 ounces, issuing higher 2026 guidance, and overhauling its leadership team to support its next phase of growth execution. See our latest analysis for Aris Mining. The recent production beat, higher 2026 guidance, Marmato expansion plans and leadership reshuffle appear to be feeding into strong momentum, with a 30 day share price return of 24.51% and...
TSX:TXG
TSX:TXGMetals and Mining

Assessing Torex Gold Resources (TSX:TXG) Valuation After Its 2026 Production Guidance Update

Torex Gold Resources (TSX:TXG) issued 2026 production guidance, with anticipated output of 420,000 to 470,000 ounces of gold equivalent and projected sales of 410,000 to 460,000 ounces, providing investors with clearer expectations around upcoming operations. See our latest analysis for Torex Gold Resources. The guidance update lands after a strong run in the shares, with Torex Gold Resources posting a 34.18% 3 month share price return and a very large 1 year total shareholder return of...
TSX:SEA
TSX:SEAMetals and Mining

Assessing Seabridge Gold (TSX:SEA) Valuation After Courageous Lake Spinout And Project Progress Update

Why Seabridge Gold is in Focus After the Courageous Lake Spinout News Seabridge Gold (TSX:SEA) is drawing fresh attention after confirming plans to spin out its Courageous Lake gold project into Valor Gold Corp., with shares earmarked for existing Seabridge investors. The company paired this spinout update with a year end 2025 progress report on partnerships, project work, exploration and permitting. This included KSM joint venture discussions and construction milestones, as well as an...
TSX:GFL
TSX:GFLCommercial Services

Should GFL’s US Headquarters Shift and Index Ambitions Reshape GFL Environmental’s (TSX:GFL) Investor Base Strategy?

GFL Environmental Inc. has already relocated its executive headquarters from Vaughan, Ontario to Miami Beach, Florida, while keeping its Ontario incorporation and Toronto Stock Exchange listing, primarily to qualify for inclusion in major U.S. equity indices. An interesting angle is that this move aligns the corporate base with GFL’s largest revenue market and could broaden its investor and talent pools across North America. Next, we’ll look at how the headquarters shift and potential U.S...
TSX:CG
TSX:CGMetals and Mining

Centerra Gold Permits And Kemess Update Reshape Long Term Value Case

Centerra Gold received amended permits that extend Mount Milligan Mine operations in British Columbia through 2035, including approval for a plant expansion. The company also released an updated preliminary economic assessment for its Kemess project, outlining a 15 year integrated mine plan with larger scale and revised economics. These developments affect the long term operating outlook for Centerra Gold in British Columbia and the role of its Canadian assets within the broader...
TSX:AIF
TSX:AIFReal Estate

How Investors Are Reacting To Altus Group (TSX:AIF) Landing Cushman & Wakefield ARGUS Rollout

Altus Group Limited recently announced that Cushman & Wakefield has chosen its ARGUS Intelligence platform, along with Portfolio Manager, for a global rollout to support valuation and portfolio performance analysis across the firm’s commercial real estate operations. This global deployment by a major industry player underscores how Altus’ analytics and benchmarking tools are becoming more embedded in institutional real estate decision‑making and workflow transparency. We’ll now examine how...
TSX:NXE
TSX:NXEOil and Gas

How NexGen’s Indigenous-Owned Hotel Partnership At NexGen Energy (TSX:NXE) Has Changed Its Investment Story

NexGen Energy announced in January 2026 that it will financially back a partnership with the Clearwater River Dene Nation and Métis Nation – Saskatchewan Local 39 to build and operate a 59-room hotel in La Loche, Saskatchewan, supporting accommodation needs tied to its Rook I uranium project and broader regional activity. A distinctive feature of this arrangement is that the Indigenous partners are expected to become full owners and operators of the hotel from opening, framing the project as...
TSX:AII
TSX:AIIMetals and Mining

Almonty Industries (TSX:AII) Valuation After Long Term Tungsten Offtake Deal With Wolfram Bergbau Und Hütten AG

Long-term tungsten offtake deal puts Almonty’s sales visibility in focus Almonty Industries (TSX:AII) is back on investors’ radar after its Portuguese subsidiary signed a long-term sales agreement with Wolfram Bergbau und Hütten AG, highlighting contracted tungsten volumes and clearer future revenue visibility. See our latest analysis for Almonty Industries. That offtake announcement comes on top of sharp recent price moves, with a 26.1% 7 day and 56.0% 90 day share price return and a very...
TSX:BCE
TSX:BCETelecom

BCE (TSX:BCE) Valuation Check After Dividend Reset And Improving Free Cash Flow

BCE (TSX:BCE) is back on income investors' radar after its 56% dividend cut in May 2025. The move is aimed at preserving cash, reducing debt, and supporting a three year investment plan. See our latest analysis for BCE. Since the dividend reset and improving free cash flow story began to take hold, BCE’s 1 month share price return of 9.80% and year to date share price return of 6.22% point to recovering momentum, although the 3 year total shareholder return of 30.42% and 5 year total...
TSXV:EXN
TSXV:EXNMetals and Mining

Excellon Resources (TSXV:EXN) Valuation Check After New Tres Cerros Concession Acquisition

Excellon Resources (TSXV:EXN) has drawn fresh attention after acquiring two mineral concessions south of its Tres Cerros gold and silver exploration property in Peru, expanding its land position by 1,132 hectares. See our latest analysis for Excellon Resources. The acquisition lands on the back of very strong recent trading momentum, with a 1 day share price return of 14.04%, 7 day return of 22.64%, 90 day return of 138.53% and a very large 1 year total shareholder return, while the 5 year...
TSX:ABX
TSX:ABXMetals and Mining

How Investors Are Reacting To Barrick Mining (TSX:ABX) CFO Transition And Expanded Share Buyback

Barrick Mining recently announced that board member Helen Cai will become Senior Executive Vice President and Chief Financial Officer on March 1, 2026, succeeding long-serving CFO Graham Shuttleworth after the filing of the company’s year-end results. Her appointment brings more than two decades of global capital markets and mining-sector experience, reinforced by CFA and CAIA designations and academic training at MIT and Tsinghua University, directly into Barrick’s day-to-day financial...
TSX:III
TSX:IIIMetals and Mining

Assessing Imperial Metals (TSX:III) Valuation After Mount Polley Phase 2 Drill Results

Imperial Metals (TSX:III) is back in focus after reporting Phase 2 drilling results from Mount Polley, including an 11.0 metre intercept grading 4.43% copper, 1.53 g/t gold and 41.7 g/t silver beneath the Wight Pit. See our latest analysis for Imperial Metals. The latest Mount Polley Phase 2 results arrive alongside strong trading momentum, with a 30.49% 1 month share price return, a 90.00% 3 month share price return and a very large 1 year total shareholder return, suggesting enthusiasm...
TSX:ERO
TSX:EROMetals and Mining

Assessing Ero Copper (TSX:ERO) Valuation After Strong Momentum And Positive Earnings Forecasts

Ero Copper (TSX:ERO) has moved into focus after presenting at the 29th Annual CIBC Western Institutional Investor Conference in Whistler, as investors weigh its strong technical momentum against current earnings expectations and recent estimate revisions. See our latest analysis for Ero Copper. The stock’s recent 1-day share price return of 5.58% and 30-day share price return of 19.68% sit on top of a 1-year total shareholder return of 121.02%, reflecting strong, sustained momentum as...
TSX:FFH
TSX:FFHInsurance

Fairfax Financial Holdings (TSX:FFH) Is Down 6.2% After BMO Downgrade On Sector Concerns - What's Changed

Earlier this week, BMO Capital Markets downgraded Fairfax Financial Holdings to “market perform,” citing a more challenging backdrop for the insurance industry. The move highlights how shifting views on sector conditions, rather than company-specific headlines, can quickly influence investor sentiment toward Fairfax. With the recent share price decline, we’ll examine how BMO’s downgrade and its insurance-sector concerns shape Fairfax’s investment narrative. These 9 companies survived and...