TSX:LAC
TSX:LACMetals and Mining

Is Lithium Americas (TSX:LAC) Thacker Pass Financing Strategy Redefining Its Long‑Term Investment Narrative?

In recent months, Lithium Americas has reported incremental progress at its Thacker Pass lithium project, including permitting work, ongoing project financing discussions, and continued community engagement efforts. This cautious, milestone‑driven phase has coincided with investors shifting attention toward cash‑generating lithium producers, leaving Wall Street consensus around Lithium Americas centered on a Hold view pending further clarity. We’ll now examine how Lithium Americas’ focus...
TSX:FM
TSX:FMMetals and Mining

First Quantum Minerals (TSX:FM) Is Up 6.5% After Renewed Cobre Panamá Political Turmoil - What's Changed

First Quantum Minerals recently faced renewed political turmoil around its Cobre Panamá copper mine, raising questions over the stability of its operations and permits. This dispute underscores how concentrated exposure to a single, politically sensitive asset can materially alter the company’s overall risk profile almost overnight. Next, we’ll examine how this heightened political risk at Cobre Panamá shapes First Quantum Minerals’ investment narrative and future risk-reward balance...
TSX:DML
TSX:DMLOil and Gas

Assessing Denison Mines (TSX:DML) Valuation After Phoenix Uranium Project Reaches Construction Ready Stage

Denison Mines (TSX:DML) has told investors its Phoenix in situ recovery uranium project is construction ready, with key engineering and permitting work largely finished and only final regulatory approvals standing between the company and a formal build decision. See our latest analysis for Denison Mines. The Phoenix construction ready update has arrived alongside strong recent momentum, with a 7 day share price return of 24.86% and a 1 year total shareholder return of 58.04%. Multi year total...
TSX:CLS
TSX:CLSElectronic

Should Celestica’s Emerging AI ‘Picks-and-Shovels’ Role Require Action From Celestica (TSX:CLS) Investors?

In recent days, Celestica has drawn heightened attention as an essential hardware and manufacturing partner for AI, cloud, and data center infrastructure, with investors closely watching its upcoming earnings report and analyst revisions. What stands out is how Celestica is being framed as a “picks-and-shovels” supplier to the AI build-out, combining real contracts, diversified customers, and a premium valuation versus peers. With Celestica increasingly seen as a core supplier to AI and data...
TSX:BN
TSX:BNCapital Markets

Brookfield (TSX:BN) Valuation Check After Launch Of $100b AI Infrastructure Fund

Why Brookfield’s AI infrastructure move matters for shareholders Brookfield (TSX:BN) has drawn fresh attention after launching its inaugural AI Infrastructure Fund, targeting up to $100b of AI related assets across data centers, fuel cell powered facilities, and wider AI focused infrastructure. See our latest analysis for Brookfield. Brookfield’s recent AI Infrastructure Fund announcement lands after a solid stretch of momentum, with a 7 day share price return of 7.13% and a 1 year total...
TSX:IMG
TSX:IMGMetals and Mining

Is It Too Late To Consider IAMGOLD (TSX:IMG) After A 195% One Year Surge?

If you are wondering whether IAMGOLD is still reasonably priced after its recent run, this article walks through what the current share price might be implying about value. The stock last closed at C$23.24, with returns of 1.4% over 7 days, 10.0% over 30 days, 4.5% year to date and 194.6% over the past year. The 3 year and 5 year returns are both very large. Recent attention on gold producers has kept IAMGOLD in focus, as investors weigh how company specific developments and sector sentiment...
TSX:ENB
TSX:ENBOil and Gas

How Investors Are Reacting To Enbridge (TSX:ENB) 2026 Dividend Increase And Contract-Backed Cash Flows

In recent days, Enbridge announced a 3% dividend increase for 2026, marking its 31st consecutive annual raise and underscoring more than 70 years of uninterrupted payouts backed by largely contract-based cash flows. This move highlights the company’s reliance on highly predictable, long-term cost-of-service and fixed-fee agreements, even as slower distributable cash flow growth and elevated leverage temper expectations for faster dividend expansion. Next, we’ll examine how this 3% dividend...
TSX:RSI
TSX:RSIFood

Exploring Global's Undervalued Small Caps With Insider Action January 2026

As global markets navigate the complexities of a new year, small-cap stocks have experienced mixed performance, with the Russell 2000 Index showing modest gains despite broader market declines. Amidst this backdrop, investors often look for opportunities in small-cap companies that demonstrate resilience and potential for growth, especially when insider activity suggests confidence in their future prospects.
TSX:T
TSX:TTelecom

Is Insider Buying And Share-Paid Leadership Altering The Investment Case For TELUS (TSX:T)?

In recent months, TELUS announced that several board members and senior executives, including CEO Darren Entwistle, collectively bought over 357,000 TELUS shares in the open market, while the company repurchased more than 2.20 million shares under its normal course issuer bid. An important angle for investors is that Entwistle has been taking his entire salary in TELUS shares since 2024, further aligning leadership incentives with shareholders. Next, we’ll examine how this insider buying and...
TSX:GTWO
TSX:GTWOMetals and Mining

Assessing G2 Goldfields (TSX:GTWO) Valuation After High-Grade OKO Drill Results And Expanded Exploration Campaign

G2 Goldfields (TSX:GTWO) has put fresh drill results from its OKO Project in Guyana in front of investors, highlighting high-grade gold mineralisation, a larger drill campaign with five rigs, and ongoing greenfields exploration. See our latest analysis for G2 Goldfields. These fresh OKO drill results arrive after a strong run in the shares, with a 30-day share price return of 48.47% and a 90-day share price return of 64.25%. The 1-year total shareholder return is very large and today’s share...
TSX:AII
TSX:AIIMetals and Mining

Does Almonty Industries (TSX:AII) New CDO Hire Hint at a Shift in Capital Strategy?

Almonty Industries Inc. recently appointed Guillaume Wiesenbach de Lamaziere, CFA, as Chief Development Officer, adding a veteran financial and capital markets executive with over three decades of cross-border project experience to lead its corporate development strategy and execution. His track record in consolidating over US$37.00 billion of assets at AIG and winding down a complex US$300.00 billion derivatives portfolio without losses highlights a focus on disciplined risk management that...