TSX:SOBO
TSX:SOBOOil and Gas

Is Jefferies’ Upgrade Reframing South Bow’s Disciplined Growth Story (TSX:SOBO) For Investors?

Recently, Jefferies upgraded South Bow Corp after meetings with management increased confidence in the company’s ability to execute its growth strategy while keeping risk and leverage in check. This shift in analyst stance highlights growing attention on South Bow’s emphasis on disciplined, accretive expansion that some investors may feel the market has been slow to recognize. Against this backdrop and recent share price gains, we’ll explore how South Bow’s disciplined growth focus shapes...
TSX:ATRL
TSX:ATRLConstruction

Did New £400m AUKUS Submarine Work Just Shift AtkinsRéalis Group's (TSX:ATRL) Investment Narrative?

AtkinsRéalis Group has been appointed under a framework worth up to £400 million over five years to deliver nuclear propulsion and engineering capabilities to Rolls-Royce Submarines, supporting the UK’s expanding submarines program and the AUKUS security agreement. This role embeds AtkinsRéalis more deeply in long-duration, government-backed defence nuclear work, potentially reinforcing its position in complex, mission-critical infrastructure and services. We’ll now examine how this expanded...
TSX:NXR.UN
TSX:NXR.UNIndustrial REITs

Exploring 3 Undervalued Small Caps In Global With Insider Action

In a global market characterized by the Federal Reserve's interest rate cuts and mixed performances across major indices, small-cap stocks have shown resilience, with the Russell 2000 Index outperforming its larger-cap counterparts. As investors navigate these dynamic conditions, identifying small-cap companies that exhibit strong fundamentals and strategic insider actions can be crucial in uncovering potential opportunities within this segment.
TSX:TRI
TSX:TRIProfessional Services

Thomson Reuters (TSX:TRI) Valuation Check After New Crunchafi Lease Accounting Partnership

Crunchafi’s new strategic partnership with Thomson Reuters (TSX:TRI) plugs automated lease accounting directly into the company’s Cloud Audit Suite, giving audit teams cleaner workflows, fewer manual steps, and a stickier reason to stay in the ecosystem. See our latest analysis for Thomson Reuters. The Crunchafi tie up lands at an interesting moment for Thomson Reuters, with a recent 30 day share price return of negative 8.29 percent and a year to date share price return of negative 21.81...
TSX:IAG
TSX:IAGInsurance

Is iA Financial’s (TSX:IAG) Bereavement Partnership Quietly Reframing Its Client-Centric Resilience Story?

In December 2025, iA Financial Group announced a partnership with Empathy under which, starting Spring 2026, Canadian beneficiaries of its Individual Life products will gain access to Empathy’s technology-enabled bereavement support platform, including dedicated Care Managers, logistical guidance, fraud-prevention tools, and multi-channel access. This move extends iA’s role beyond paying claims to offering ongoing emotional and administrative assistance, aligning its life insurance offering...
TSX:CURA
TSX:CURAPharmaceuticals

Curaleaf Holdings (TSX:CURA) Is Up 34.3% After Reported Trump Push To Ease U.S. Cannabis Rules

Cannabis stocks, including Curaleaf Holdings, recently jumped after reports that former President Trump plans to direct U.S. federal agencies to ease marijuana restrictions, potentially reclassifying cannabis as a less-dangerous drug. This potential shift in the federal legal framework could be especially important for Curaleaf, which has built its business model around operating at scale in tightly regulated cannabis markets. We’ll now explore how the prospect of U.S. federal cannabis...
TSX:TD
TSX:TDBanks

How TD’s Bigger Buybacks And Dividend Shift At Toronto-Dominion Bank (TSX:TD) Has Changed Its Investment Story

The Toronto-Dominion Bank recently reported fourth-quarter and full-year 2025 results, with full-year net income of CA$20.54 billion and basic earnings per share from continuing operations of CA$11.57, alongside declaring a quarterly common dividend of CA$1.08 per share payable on January 31, 2026. On the same day, TD also confirmed further progress on capital returns through preferred share dividends and completion of CA$6.10 billion of share repurchases, collectively signaling an emphasis...
TSX:CRR.UN
TSX:CRR.UNRetail REITs

Crombie Real Estate Investment Trust (TSX:CRR.UN): Assessing Valuation After a Year of Steady Total Return Gains

Crombie Real Estate Investment Trust (TSX:CRR.UN) has quietly delivered a steady climb this year, with the unit price up about 15% year to date and roughly 18% over the past year. See our latest analysis for Crombie Real Estate Investment Trust. That climb has come as investors steadily warm to Crombie’s mix of grocery anchored and mixed use properties, with the share price now at $15.34 and a solid one year total shareholder return, suggesting momentum is gradually building rather than...
TSX:BIR
TSX:BIROil and Gas

How BMO’s Upgrade and Elmworth Upside At Birchcliff Energy (TSX:BIR) Has Changed Its Investment Story

BMO Capital Markets recently upgraded Birchcliff Energy to “outperform,” highlighting the company’s improved positioning to reach its long-delayed 87,500 boe/d production target and to benefit from potentially tighter NYMEX:AECO basis differentials expected from 2026 onward. The upgrade also pointed to material upside potential in Birchcliff’s extensive Elmworth acreage, underscoring how specific asset quality and market exposure could shape the company’s future cash-flow profile. With the...
TSX:MFC
TSX:MFCInsurance

How Investors May Respond To Manulife Financial (TSX:MFC) Q3 Earnings Beat And A+ Rating Affirmation

In the third quarter of 2025, Manulife Financial reported core earnings that exceeded expectations, led by strong growth in Global Wealth and Asset Management, Asia, and Canada, while AM Best reaffirmed its A+ Financial Strength Rating and "aa-" Long-Term Issuer Credit Ratings with a stable outlook. These results highlight the growing contribution of Manulife’s Asian operations and its disciplined risk management, even as it pursues AI initiatives and an Indian life insurance joint venture...
TSX:NTR
TSX:NTRChemicals

Will Profertil Exit And Capital Shift Change Nutrien's (TSX:NTR) Long‑Term Cash Flow Narrative?

Nutrien Ltd. has completed the sale of its 50% equity stake in Argentine fertilizer producer Profertil S.A. to Adecoagro S.A. and Asociación de Cooperativas Argentinas as part of a broader portfolio realignment. This exit frees up capital that Nutrien intends to direct toward focused growth projects, potential share repurchases, and debt reduction to support long-term free cash flow per share. We’ll now examine how redirecting Profertil sale proceeds toward buybacks, debt reduction, and...
TSX:CNL
TSX:CNLMetals and Mining

Collective Mining (TSX:CNL): Valuation Check After Ramp Zone Assays and Expanded Drilling Campaign

Collective Mining (TSX:CNL) just released fresh assay results from its high grade Ramp Zone, confirming mineralization continues along strike and deeper, and it is also stepping up drilling across Apollo and the San Antonio Project. See our latest analysis for Collective Mining. Investors have already been leaning into that story, with the share price climbing to $17.64 and delivering a powerful year to date share price return, while the three year total shareholder return above 600%...
TSX:SAP
TSX:SAPFood

Does Insider Buying At Saputo (TSX:SAP) Quietly Redefine Its Long-Term Governance And Earnings Story?

Recent insider buying at Saputo, combined with already substantial institutional ownership, has recently drawn fresh attention to the Canadian dairy group’s governance and long-term positioning. This alignment between management and large shareholders is being read by many investors as a meaningful signal about confidence in Saputo’s future direction. We’ll now explore how this renewed insider confidence reshapes Saputo’s investment narrative and interacts with existing expectations for...
TSX:QIPT
TSX:QIPTHealthcare

Quipt Home Medical (TSX:QIPT) Losses Deepen, Challenging Bullish Valuation Narratives in Q3 2025

Quipt Home Medical (TSX:QIPT) just posted its FY 2025 third quarter numbers, with revenue of about $58.3 million and a basic EPS of roughly -$0.07 as net income came in at around -$3.0 million. Looking back over recent quarters, the company has kept revenue in a tight band between roughly $57 million and $61 million while EPS has hovered in negative territory, ranging from about -$0.02 to -$0.07. This underscores pressure on margins even as the top line holds steady. For investors, this mix...
TSX:CRON
TSX:CRONPharmaceuticals

Cronos Group (TSX:CRON) Is Up 21.8% After U.S. Rescheduling Buzz And Dutch Deal News

In recent days, Cronos Group has been swept up in reports that the Trump administration may reclassify marijuana from Schedule I to Schedule III in the U.S., a move that would ease federal restrictions and taxation for the cannabis industry. At the same time, Cronos agreed to acquire CanAdelaar B.V., the largest player in the Netherlands’ adult-use cannabis pilot program, signalling a push to build a meaningful European footprint alongside any regulatory shifts in its key North American...
TSX:FNV
TSX:FNVMetals and Mining

Franco-Nevada (TSX:FNV): Revisiting Valuation After Lassonde’s Award and TSX Dividend Index Inclusion

Franco-Nevada (TSX:FNV) is back on investors radar after co founder Pierre Lassonde received a major lifetime achievement award and the company joined the TSX Composite Dividend Index, together spotlighting its royalty model and income profile. See our latest analysis for Franco-Nevada. Those headlines land at a time when sentiment is already tilting in Franco-Nevada’s favor, with a 67.54% year to date share price return and a 73.47% one year total shareholder return signaling strong,...
TSX:EMA
TSX:EMAElectric Utilities

What Emera (TSX:EMA)'s New At-the-Market Equity Program and Insider Buying Move Means For Shareholders

Emera Incorporated recently filed a CAD 600 million at-the-market follow-on equity offering for its common shares and, shortly after, Senior Officer Jared Blake Green acquired 5,000 common shares through direct ownership. The combination of fresh equity capacity and insider buying highlights how Emera’s leadership is aligning personal capital with the company’s long-term capital plan and growth ambitions. With this insider purchase as a focal point, we’ll explore how the new equity program...