TSXV:HITI
TSXV:HITIPharmaceuticals

Is High Tide (TSXV:HITI) Using Aggressive Store Growth To Cement a Durable Retail Moat?

High Tide Inc. recently announced plans to open three new Canna Cabana locations in Calgary, London and Brampton, bringing its network to 218 stores across Canada, including 91 in Alberta and 94 in Ontario, with the London store at 1299 Oxford Street East having begun sales on December 15, 2025, pending prior regulatory approval. This expansion adds to High Tide's position as an early discount club cannabis retailer, its move into bricks-and-mortar operations in Germany, and its broader...
TSX:WEED
TSX:WEEDPharmaceuticals

Canopy Growth (TSX:WEED) Is Up 50.0% After Launching High-Potency Claybourne Gassers Vapes

Earlier this month, Canopy Growth announced the national Canadian launch of Claybourne Gassers all-in-one liquid diamond vapes and Frosted Flyers infused pre-roll variety packs, featuring very high THC potency, rechargeable USB-C hardware, and multiple strain options for both recreational and medical consumers. This move marks Claybourne’s first push into Canada’s vape category, signaling Canopy Growth’s effort to deepen its presence in higher-value, innovation-led cannabis formats that...
TSX:GLO
TSX:GLOMetals and Mining

Assessing Global Atomic (TSX:GLO) Valuation After New CAD 350 Million Shelf Registration Filing

Global Atomic (TSX:GLO) just set up a CAD 350 million omnibus shelf registration, giving it wide latitude to issue common shares, warrants, units, or debt when it sees the right opportunity. See our latest analysis for Global Atomic. The move comes after a volatile stretch for Global Atomic, where a 26.0% 1 month share price return and a sharp 23.5% jump in the last session contrast with a much weaker 1 year total shareholder return. This suggests momentum is only just starting to rebuild. If...
TSX:GIB.A
TSX:GIB.AIT

CGI (TSX:GIB.A): Valuation Check After Texas DIR Win Boosts U.S. Public Sector SaaS Momentum

CGI (TSX:GIB.A) just secured a new contract with the Texas Department of Information Resources, giving public agencies streamlined access to its government focused SaaS tools and services. For investors, this quietly strengthens CGI's U.S. public sector pipeline. See our latest analysis for CGI. The Texas win caps a busy stretch of U.S. public sector deals and cloud milestones. Yet CGI's year to date share price return of around minus 21% and one year total shareholder return of roughly minus...
TSX:DSV
TSX:DSVMetals and Mining

Discovery Silver (TSX:DSV) Valuation Check as Investors Eye Upcoming Very Independent Research Conference Presentation

Discovery Silver (TSX:DSV) is back on radar as management steps into the spotlight at the Very Independent Research Virtual Conference on December 10. Investors will be listening closely for fresh clues on strategy and project momentum. See our latest analysis for Discovery Silver. The scheduled conference appearance lands after a remarkable run, with Discovery Silver posting a roughly 956.96% year to date share price return and a 998.68% total shareholder return over 12 months, signalling...
TSX:GRID
TSX:GRIDElectronic

How Does Frost & Sullivan’s Nod Shape Tantalus Systems Holding’s (TSX:GRID) Smart Grid Investment Narrative?

Frost & Sullivan recently named Tantalus Systems Holding a Top 25 grid modernization vendor in its 2025 global power grids report, highlighting the company’s data-centric architecture, advanced AMI solutions, AI-driven analytics, and TRUSense Gateway. This recognition reinforces Tantalus’ role in helping utilities extract more value from grid modernization investments and strengthens its positioning in the evolving smart grid ecosystem. Next, we’ll assess how this Frost & Sullivan...
TSX:BNS
TSX:BNSBanks

Is ScotiaBank’s Strong 2025 Rally Still Justified After Strategic Refocus and Valuation Checks?

If you are wondering whether Bank of Nova Scotia is still a smart buy after such a strong run, or if the upside has mostly played out, you are not alone. We are going to unpack exactly what the current price might be implying. The stock has climbed 0.9% over the last week and 5.8% over the past month, and is now up 29.7% year to date. Longer term gains of 34.3% over 1 year, 84.6% over 3 years, and 95.7% over 5 years are reshaping how investors see its risk and reward profile. Recent...
TSX:SU
TSX:SUOil and Gas

Suncor Energy (TSX:SU): Valuation Check After 2026 Growth Guidance and Higher Share Buybacks

Suncor Energy (TSX:SU) just laid out its 2026 playbook, calling for higher oil and gas production, stronger refinery utilization, and a 10% bump in buybacks, all while pledging excess free cash to shareholders. See our latest analysis for Suncor Energy. That confidence is already reflected in the tape, with Suncor’s share price delivering a 17.51% year to date gain and its five year total shareholder return of 241.45% signaling strong, sustained momentum rather than a short term pop. If this...
TSX:SLF
TSX:SLFInsurance

How Sun Life’s CA$1 Billion Tier 2 Debt Issue At Sun Life Financial (TSX:SLF) Has Changed Its Investment Story

Earlier this month, Sun Life Financial Inc. issued in Canada CA$1 billion of Series 2025-2 subordinated unsecured 4.56% fixed/floating debentures due 2040, with proceeds earmarked for general corporate purposes including potential affiliate acquisitions, subsidiary investments, debt repayment and other longer-term investments. The debentures are expected to qualify as Tier 2 capital, giving Sun Life additional flexibility to support growth in SLC Management affiliates BentallGreenOak and...
CNSX:GTII
CNSX:GTIIPharmaceuticals

Green Thumb Industries (CNSX:GTII): Revisiting Valuation After Adult-Use Expansion and Stronger Growth Momentum

Insider sale against a backdrop of improving growth metrics Green Thumb Industries (CNSX:GTII) just saw director Dawn Wilson Barnes sell 3,500 shares, a move landing as the company leans into adult use cannabis expansion and improving growth trends that have been nudging the stock higher. See our latest analysis for Green Thumb Industries. The timing of the sale comes as Green Thumb’s shares have surged recently, with a 30 day share price return of 65.88 percent and a 1 year total shareholder...
TSX:EQX
TSX:EQXMetals and Mining

Self-Funded Growth Outlook Might Change The Case For Investing In Equinox Gold (TSX:EQX)

In recent analysis, Equinox Gold was highlighted as a growth stock, with expectations for earnings per share to expand much faster than its industry and cash flow to increase enough to fund expansion without relying heavily on costly external financing. This focus on earnings quality and self-funded growth underscores a business model that may be less exposed to interest-rate pressures than more leveraged peers. Next, we’ll examine how Equinox Gold’s strong projected earnings and cash flow...
TSX:AYA
TSX:AYAMetals and Mining

Do New Zgounder Drill Results Clarify Aya Gold & Silver's (TSX:AYA) Long-Term Production Strategy?

Earlier this week, Aya Gold & Silver Inc. reported additional high-grade silver drill results from at-depth exploration at its Zgounder Silver Mine in Morocco, emphasizing continuity of mineralization and the potential to grow near-mine resources and expand open-pit operations. The update sharpens investor focus on how incremental drilling success at Zgounder could reshape Aya’s resource base, mine planning, and long-term production profile. Next, we’ll assess how these new high-grade...
TSX:T
TSX:TTelecom

TELUS (TSX:T) Is Down 5.7% After Pausing Dividend Growth And Issuing Hybrid Debt For Deleveraging – Has The Bull Case Changed?

In early December 2025, TELUS moved to reshape its balance sheet and capital allocation by issuing junior subordinated notes in both US$1.50 billion and C$800.00 million tranches, alongside tender offers for several long-dated bonds, while also pausing dividend growth and planning to phase out its discounted Dividend Reinvestment Plan. This shift toward debt refinancing, deleveraging, and fully cash-covered dividends marks a clear reset of TELUS’s long-running income-focused approach in...
TSX:PPL
TSX:PPLOil and Gas

Pembina Pipeline (TSX:PPL): Reassessing Valuation After Earnings Miss and Recent Share Price Slip

Pembina Pipeline (TSX:PPL) slipped after quarterly earnings came in below expectations, prompting investors to recheck how its pipelines, facilities, and marketing operations compare with shifting energy demand and evolving regulations. See our latest analysis for Pembina Pipeline. At around CA$54.06, Pembina’s muted recent share price returns sit in contrast to a robust five year total shareholder return of about 123 percent, suggesting long term investors are still being rewarded even as...
TSX:CLS
TSX:CLSElectronic

Assessing Celestica’s (TSX:CLS) Valuation After Its Strong Run and Recent Pullback

Celestica (TSX:CLS) has been on many radar screens after its powerful run this year, but the last month’s pullback has some investors wondering whether the market is finally catching its breath. See our latest analysis for Celestica. Despite the sharp 1 day share price pullback and a softer 7 day share price return, Celestica’s 90 day share price gain and multi year total shareholder returns suggest momentum is pausing rather than breaking. If Celestica’s run has you rethinking your tech...
TSX:AP.UN
TSX:AP.UNOffice REITs

Allied Properties REIT (TSX:AP.UN): Reassessing Valuation After the December 2025 Distribution Cut

Allied Properties Real Estate Investment Trust (TSX:AP.UN) just trimmed its monthly distribution, declaring CA$0.06 per unit for December 2025, payable January 15, 2026. This move puts its cash flow strategy under the microscope. See our latest analysis for Allied Properties Real Estate Investment Trust. The distribution cut comes after a tough stretch, with a roughly 35 percent 3 month share price return and 23 percent year to date share price return both negative, while the 5 year total...
TSX:ENB
TSX:ENBOil and Gas

How Investors Are Reacting To Enbridge (TSX:ENB) Extending Its 31-Year Dividend Growth Streak

Earlier this month, Enbridge Inc. announced that its Board of Directors approved a higher quarterly dividend of CA$0.97 per common share, payable on March 1, 2026 to shareholders of record on February 17, 2026, marking a 3% increase and the 31st consecutive year of dividend growth. At the same time, the company reaffirmed its income-focused profile by declaring a wide slate of preferred share dividends, underscoring management’s confidence in future distributable cash flow and its...
TSX:ACB
TSX:ACBPharmaceuticals

Is Aurora Cannabis (TSX:ACB) Importing CPG Discipline To Redefine Its Global Medical Cannabis Strategy?

Aurora Cannabis Inc. recently announced that Kerry Miller, a 35-year consumer-packaged-goods veteran with experience at Reckitt Benckiser and Unilever, will become Managing Director for Australia and New Zealand effective 15 January 2026. This appointment signals Aurora’s intent to apply blue-chip consumer goods discipline to its medical cannabis operations in tightly regulated Australasian markets. Next, we’ll examine how bringing in Kerry Miller to lead Australia and New Zealand could...
TSX:PPTA
TSX:PPTAMetals and Mining

Is Perpetua Resources (TSX:PPTA) Antimony Pilot Plant the Key to Its Long-Term Defense Strategy?

Earlier in December 2025, Perpetua Resources announced a partnership with Idaho National Laboratory and the U.S. Army to develop a modular pilot plant that can produce military-grade antimony trisulfide from ores at its Stibnite Gold Project in Idaho. The initiative positions Stibnite as a potential cornerstone of a domestic antimony supply chain for defense applications, aligning mineral development with U.S. national security objectives and regional job creation. We’ll now examine how this...
TSX:NA
TSX:NABanks

Is National Bank of Canada (TSX:NA) Overvalued After Its Recent Share Price Rally?

National Bank of Canada (TSX:NA) has quietly put together an impressive run, with the share price up about 7% over the past month and roughly 33% over the past year, outpacing many domestic peers. See our latest analysis for National Bank of Canada. That steady climb in the share price, capped by a recent move to about CA$172.62, suggests investors are warming to National Bank of Canada. Solid recent share price returns and strong multi year total shareholder returns point to momentum...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Bombardier (TSX:BBD.B): Valuation Check After $400 Million Canadian Government Jet Order and Growth Boost

Bombardier (TSX:BBD.B) just landed a headline government contract, with Canada ordering six Global 6500 jets worth about $400 million USD. For investors, this is really about visibility, defense exposure, and long term backlog. See our latest analysis for Bombardier. That backdrop helps explain why, even after a small wobble this week, Bombardier’s 90 day share price return of about 32 percent and five year total shareholder return near 1,773 percent signal momentum that is still very much...
TSX:SAP
TSX:SAPFood

Saputo (TSX:SAP): Valuation Check After Insider Buying and Renewed Institutional Confidence

Recent insider buying in Saputo (TSX:SAP), supported by steady institutional interest, has given the stock fresh momentum, and investors are asking whether this renewed confidence lines up with the company’s fundamentals and growth outlook. See our latest analysis for Saputo. That insider activity is landing on top of an already strong run, with Saputo’s share price up 63.05 percent year to date and delivering a 59.56 percent total shareholder return over the past 12 months. This signals that...
TSX:CURA
TSX:CURAPharmaceuticals

Curaleaf (TSX:CURA) Valuation Check as U.S. Cannabis Rescheduling and Index Inclusion Shift Expectations

Regulatory Shift Puts Curaleaf in the Spotlight Reports that President Trump may move to ease federal marijuana restrictions have pushed Curaleaf Holdings (TSX:CURA) into sharper focus, as investors reassess its prospects under a friendlier US regulatory regime. See our latest analysis for Curaleaf Holdings. The prospect of looser federal rules has lit a fire under Curaleaf, with a 1 month share price return of 76.47 percent and a year to date share price return of 121.74 percent. However,...
TSX:FCR.UN
TSX:FCR.UNRetail REITs

What First Capital Real Estate Investment Trust (TSX:FCR.UN)'s Refinancing Of Debentures Means For Shareholders

On December 8, 2025, First Capital Real Estate Investment Trust closed a private placement of CA$250,000,000 Series G senior unsecured debentures, bearing 4.760% interest and maturing February 15, 2035, rated “BBB” with a “Positive” outlook by Morningstar DBRS. The REIT plans to use the proceeds to help redeem its existing 3.604% Series T debentures ahead of their 2026 maturity, highlighting active balance sheet management and attention to its unsecured debt profile. We’ll now look at how...