TSX:GIB.A
TSX:GIB.AIT

CGI (TSX:GIB.A): Exploring Valuation After Recent Share Price Slowdown

CGI (TSX:GIB.A) shares inched up 1.6% at Thursday’s close. Investors have been weighing the company’s recent performance, with the stock now down 4% for the past month and 10% over the past 3 months. See our latest analysis for CGI. CGI’s share price has cooled notably in recent months, reflecting fading momentum after a period of impressive growth. While the stock is down year to date, its three- and five-year total shareholder returns of 24% and 41% respectively indicate longer-term...
TSX:BMO
TSX:BMOBanks

Evaluating BMO’s Value Amid Strong 52 Week Rally and Latest Canadian Banking Sector Optimism

If you are sizing up Bank of Montreal, you are not alone. Investors everywhere seem to be weighing their next move on this stock. It has been quite the ride for BMO shareholders over the last few years, and the numbers tell an impressive story. With a return of 174.4% over the past five years and a jump of 51.6% in just the last year, this is no slow-and-steady bank. Even after a slight dip of 1.1% in the past week, BMO seems to maintain its upward momentum, helped along in part by renewed...
TSX:T
TSX:TTelecom

How TELUS' New AI Factory and Digital Health Collaboration Could Shape the Outlook for TSX:T Investors

In September 2025, TELUS and League announced a collaboration to deliver AI-driven healthcare through TELUS' newly opened sovereign AI factory in Rimouski, Quebec, while TELUS also launched advanced email protection services using industry-leading security technology for Canadian businesses. These initiatives uniquely position TELUS at the intersection of cybersecurity, AI, and privacy-compliant digital health, supporting the growing demand for secure, Canadian-controlled data...
TSX:IGM
TSX:IGMCapital Markets

The Bull Case For IGM Financial (TSX:IGM) Could Change Following Record Asset Growth and Net Inflows

IGM Financial Inc. recently announced that its total assets under management and advisement reached a record high of CA$302.6 billion as of September 30, 2025, marking a 14.2% increase from the previous year and strong consolidated net inflows for September. This performance highlights robust momentum across IG Wealth Management and Mackenzie Investments, both of which achieved historic highs in assets and saw positive net sales and inflows over the same period. We'll examine how IGM...
TSXV:ARTG
TSXV:ARTGMetals and Mining

A Fresh Look at Artemis Gold (TSXV:ARTG) Valuation After Securing a $700 Million Credit Facility

Artemis Gold (TSXV:ARTG) has closed a $700 million revolving credit facility, using part of the funds to pay off its previous project loan. This move strengthens its financial flexibility and supports future expansion plans. See our latest analysis for Artemis Gold. Shareholders have seen modest traction recently, with Artemis Gold’s 1-year total shareholder return at 1.8%. The positive sentiment around the new credit facility has added to the company’s steady long-term performance, and...
TSX:PEY
TSX:PEYOil and Gas

A Look at Peyto (TSX:PEY) Valuation Following Robust Production and Earnings Growth in Challenging Gas Market

Peyto Exploration & Development (TSX:PEY) has delivered an 8% jump in production and a 65% surge in earnings per share for the latest quarter. This performance comes despite low natural gas prices and challenging weather conditions, attracting the attention of investors who are tracking momentum in the natural gas sector. See our latest analysis for Peyto Exploration & Development. The combination of a production boost and sharply higher earnings has clearly resonated with investors. This has...
TSX:NTR
TSX:NTRChemicals

The Bull Case For Nutrien (TSX:NTR) Could Change Following Upgraded Potash Sales Guidance Amid Supply Shifts

On September 25, 2025, Nutrien Ltd. held a special call to address updated full-year potash sales guidance amid significant industry supply-demand shifts. This move signals Nutrien's management confidence in responding to robust global fertilizer demand and tightening supply conditions across the sector. With Nutrien raising its potash sales outlook, we now assess how this development could alter the company’s long-term growth narrative. These 13 companies survived and thrived after COVID...
TSX:AP.UN
TSX:AP.UNOffice REITs

How Investors Are Reacting To Allied Properties (TSX:AP.UN) $450M Green Bond and Full Main Alley Ownership

In recent days, Allied Properties Real Estate Investment Trust completed a $450 million green debenture offering and acquired the remaining 50% interest in the M4 building of Vancouver’s Main Alley Campus, bringing its ownership to 100%. This dual move not only reduces debt and enhances operational control but also highlights Allied’s commitment to sustainable financing and property portfolio optimization. We’ll explore how the successful green bond issuance shapes Allied’s investment...
TSX:FFH
TSX:FFHInsurance

Debt Exchange and Share Buyback Could Be a Game Changer for Fairfax Financial Holdings (TSX:FFH)

Fairfax Financial Holdings recently completed a corporate debt exchange and announced a share repurchase program of up to 2,187,316 Subordinate Voting Shares, with the bid valid until September 2026. AM Best upgraded the credit ratings of Fairfax’s subsidiary, Northbridge Financial, citing its balance sheet strength and robust financial support from Fairfax. With the improved subsidiary rating highlighting Fairfax’s strong financial position, we’ll examine how this impacts the company’s...
TSX:BLDP
TSX:BLDPElectrical

Why Ballard Power Systems (TSX:BLDP) Is Up 28.5% After Sector Optimism Lifted Hydrogen Fuel Cell Stocks

Ballard Power Systems shares recently surged after renewed investor optimism swept across the hydrogen fuel cell sector, sparked by favorable analyst commentary on a key competitor. This reaction unfolded despite Ballard not making any direct announcements, highlighting how sector sentiment can drive significant market movements for peer companies. We'll review how this sector-driven optimism influences Ballard Power Systems' investment case, particularly in light of its ongoing financial...
TSX:BTE
TSX:BTEOil and Gas

Will Baytex Energy's (TSX:BTE) Free Cash Flow Outlook Redefine Its Shareholder Return Strategy?

Baytex Energy recently reported expectations to generate US$400 million of free cash flow in 2025 at US$70 WTI, bolstering its ability to reduce debt and return capital to shareholders. Insider buying combined with Baytex’s move to profitability in recent years has drawn increased investor attention amid shifting outlooks for the energy sector. We’ll examine how Baytex’s projected free cash flow supports its investment narrative and future commitment to shareholder returns. AI is about to...
TSX:BITF
TSX:BITFSoftware

Bitfarms (TSX:BITF) Is Up 18.0% After Panther Creek AI Partnership Announcement—What’s Changed

In the past week, Bitfarms announced a new partnership with T5 Data Centers at its Panther Creek campus to support its ambitions in high-performance computing (HPC) and AI infrastructure, amid a broader rally in Bitcoin prices that boosted sentiment across U.S. crypto-related equities. While this move signals Bitfarms' intent to diversify beyond Bitcoin mining, ongoing regulatory uncertainty regarding the conversion of its Quebec mining assets to HPC use remains a significant...
TSX:ARIS
TSX:ARISMetals and Mining

The Bull Case For Aris Mining (TSX:ARIS) Could Change Following Juby Gold Project Sale to McFarlane

Aris Mining Corporation recently completed the sale of its Juby Gold Project in Ontario, Canada, to McFarlane Lake Mining Limited for US$22 million, with the transaction including both cash and a sizeable equity stake in McFarlane. This move reflects Aris Mining’s ongoing realignment toward expanding its gold operations in Colombia and Guyana, supported by recent capacity upgrades at its Segovia Operations. We’ll explore how the Juby Project divestment sharpens Aris Mining’s operational...
TSX:HBM
TSX:HBMMetals and Mining

Hudbay Minerals (TSX:HBM): How Constancia Disruption Frames the Current Valuation Debate

Hudbay Minerals (TSX:HBM) has taken the unusual step of halting operations at its Constancia mine in Peru because of growing social unrest and protests in the region. The company emphasizes this is a temporary and safety-driven measure, with management expecting to keep 2025 production on track. See our latest analysis for Hudbay Minerals. Despite this recent operational pause at Constancia, Hudbay Minerals’ momentum hasn’t faded. Investors have seen a 0.7% total shareholder return over the...
TSX:CSU
TSX:CSUSoftware

Constellation Software (TSX:CSU) Valuation in Focus Following Leadership Transition From Founder Mark Leonard

Constellation Software (TSX:CSU) captured plenty of attention following the announcement that founder Mark Leonard has stepped down as president for health reasons. Chief Operating Officer Mark Miller is taking the reins. This marks a major leadership transition for the company. See our latest analysis for Constellation Software. The management shake-up has kept Constellation Software in focus, especially following a sizeable insider buy and another strategic acquisition via Volaris Group...
TSX:WFG
TSX:WFGForestry

West Fraser Timber (TSX:WFG): Assessing Valuation After Mixed Recent Performance

West Fraser Timber (TSX:WFG) investors have seen the stock move quietly in recent trading, with a modest gain over the past week but declines when looking at the month and past 3 months. The company’s performance may have some wondering about valuation. See our latest analysis for West Fraser Timber. After a softer first half of the year, momentum for West Fraser Timber shares appears to be fading, with the recent slip reflecting a 1-year total shareholder return of -0.26%. The longer-term...
TSX:ERO
TSX:EROMetals and Mining

Why Ero Copper (TSX:ERO) Is Up 15.1% After Upgraded 2025 Guidance and Analyst Optimism

Ero Copper recently updated its 2025 production guidance and saw heightened analyst optimism ahead of its latest earnings release, which was anticipated to report an EPS of $0.57, a very large increase from the prior year. Rising analyst consensus estimates, enhanced Relative Strength Rating, and strengthened buy sentiment reflect increased market confidence fostered by management’s operational updates and focus on realistic objectives. We’ll examine how rising analyst optimism and the...
TSX:ATD
TSX:ATDConsumer Retailing

A Fresh Look at Couche-Tard (TSX:ATD) Valuation After Major Debt Refinancing

Alimentation Couche-Tard (TSX:ATD) has announced new debt offerings totaling USD 1.2 billion and CAD 500 million, with plans to use the proceeds for repaying existing commercial paper debt. This refinancing move could influence the company’s financial flexibility in the future. See our latest analysis for Alimentation Couche-Tard. Couche-Tard’s recent refinancing comes after a relatively flat stretch for the share price, but it stands out against a long-run backdrop of solid wealth creation...
TSX:KXS
TSX:KXSSoftware

Kinaxis (TSX:KXS) Valuation in Focus Following Major Healthcare Deal with Sobi

Kinaxis (TSX:KXS) just announced that Swedish Orphan Biovitrum has selected its Maestro platform to manage end-to-end collaboration across Sobi’s global partner network. This initiative supports the delivery of critical therapies for rare diseases. See our latest analysis for Kinaxis. The latest collaboration with Sobi highlights Kinaxis’s increasing traction in healthcare, a sector where end-to-end supply chain visibility is essential. While the share price has shown modest moves recently,...
TSX:ENB
TSX:ENBOil and Gas

Enbridge (TSX:ENB) Valuation in Focus as Leadership Shifts and U.S. Strategy Gain Traction

Enbridge (TSX:ENB) is making headlines with leadership changes set for early 2026, as new executives step into key roles. At the same time, the company is recalibrating its investment strategy in response to ongoing Canadian regulatory hurdles. See our latest analysis for Enbridge. Enbridge’s recent leadership announcements and its sharper focus on U.S. investments have put the company in the spotlight just as investor interest heats up. While recent news has underscored Enbridge’s...
TSX:IPCO
TSX:IPCOOil and Gas

International Petroleum (TSX:IPCO) Valuation in Focus After Buyback Completion and $450M Bond Refinancing

International Petroleum (TSX:IPCO) has just wrapped up a sizable buyback, canceling over 6% of its outstanding shares while also completing a USD 450 million bond issuance to refinance its debt. These moves signal a focus on capital discipline. See our latest analysis for International Petroleum. With the buyback and new bond issuance making headlines, investor confidence in International Petroleum’s capital stewardship appears to be on the rise. The share price has seen steady upward...
TSX:LSPD
TSX:LSPDSoftware

Will the Addition of Google and Global Tech Leaders to the Board Change Lightspeed Commerce's (TSX:LSPD) Narrative

On October 1, 2025, Lightspeed Commerce announced that Sameer Samat, President of the Android Ecosystem at Google, and Odilon Almeida, an experienced global executive, have joined its Board of Directors. The addition of these leaders brings advanced technological and industry depth to Lightspeed’s board, supporting the company’s ongoing focus on profitable growth and operational execution. We'll explore how the arrival of high-profile board members could reshape Lightspeed’s investment...
TSX:SOBO
TSX:SOBOOil and Gas

South Bow (TSX:SOBO) Valuation in Focus as Alberta’s Pipeline Commitment Sparks Industry Interest

The Alberta government's commitment to fund and lead a new pipeline connecting oil sands to British Columbia’s Pacific coast has brought fresh attention to South Bow (TSX:SOBO). With industry collaboration taking center stage, investors are weighing how this could influence growth prospects. See our latest analysis for South Bow. Momentum around South Bow has started to pick up following Alberta’s pipeline announcement, with the stock notching a 1-year total shareholder return of 43.1% and...
TSX:DSG
TSX:DSGSoftware

How Investors May Respond To Descartes Systems Group (TSX:DSG) Expanding E-Commerce Solutions with Crystal Art Gallery

On September 22, 2025, Descartes Systems Group announced that Crystal Art Gallery is using its Sellercloud and warehouse management system module to centralize and enhance e-commerce operations, enabling the company to boost order fulfillment, increase efficiency, and lower shipping costs across multiple sales channels and brands. This adoption highlights how Descartes’ e-commerce solutions can deliver measurable operational improvements for clients, supporting their growth and efficiency...