Canadian REITS Stock News

TSX:FFH
TSX:FFHInsurance

Fairfax Financial Holdings (TSX:FFH) Valuation Check After CVW Sustainable Royalties Investment Commitment

Fairfax Financial Holdings (TSX:FFH) has drawn attention after committing $50 million to CVW Sustainable Royalties Inc., a capital deployment that highlights its interest in royalty-based cash flows and related business development activity. See our latest analysis for Fairfax Financial Holdings. That capital commitment comes after a firm run in the share price, with a 1-year total shareholder return of 20.55% and a 5-year total shareholder return of 361.11%. However, the year-to-date share...
TSX:TFPM
TSX:TFPMMetals and Mining

Assessing Triple Flag Precious Metals (TSX:TFPM) Valuation After Record Q1 2026 Revenue And Metal Sales

Triple Flag Precious Metals (TSX:TFPM) is back on investor radars after reporting record first quarter 2026 revenue of US$147.0 million, supported by record metal sales of 30,166 gold equivalent ounces. See our latest analysis for Triple Flag Precious Metals. The record Q1 figures arrive after a choppy few months for Triple Flag Precious Metals, with a 1 month share price return of 18.84% helping offset a 5.69% 3 month share price decline. At the same time, the 1 year total shareholder return...
TSX:DSG
TSX:DSGSoftware

Assessing Descartes Systems Group (TSX:DSG) Valuation After Recent Share Price Momentum

Event context and recent share performance Descartes Systems Group (TSX:DSG) recently came onto investors’ radar again after a period of mixed share performance. The stock is up over the past week and month but has shown negative returns over the past 3 months and year. See our latest analysis for Descartes Systems Group. That recent momentum, with a 7 day share price return of 14.1% and a 30 day gain of 5.0%, sits against a weaker backdrop, including a 1 year total shareholder return decline...
TSX:L
TSX:LConsumer Retailing

How Loblaw’s New Nationwide Skip Partnership At Loblaw Companies (TSX:L) Has Changed Its Investment Story

In early April 2026, Skip, Canada's homegrown delivery network, announced it had added Loblaw Companies to its retail platform, enabling fast grocery delivery from 13 banners including No Frills, Loblaws, Real Canadian Superstore, Maxi, and Your Independent Grocer across the country. The partnership deepens Loblaw’s digital reach and gives Skip a wider grocery footprint, highlighting how convenience-focused delivery is reshaping everyday food shopping habits for Canadians. Now we’ll examine...
TSX:KNT
TSX:KNTMetals and Mining

K92 Mining (TSX:KNT) Valuation After Q1 2026 Production Results And Reaffirmed Full Year Guidance

K92 Mining (TSX:KNT) has put fresh attention on its production profile after reporting first quarter 2026 output and reiterating full year guidance, tying investor expectations closely to its ramp up and expansion timeline. See our latest analysis for K92 Mining. The reiteration of 2026 production guidance appears to have coincided with growing optimism in the share price, with a 34.87% 1 month share price return and a 112.48% 1 year total shareholder return suggesting building momentum...
TSX:AIF
TSX:AIFReal Estate

ARGUS Assist Agentic AI Launch Could Be A Game Changer For Altus Group (TSX:AIF)

Altus Group Limited recently unveiled ARGUS Assist at its Altus Connect conference in Palos Verdes, California, introducing a conversational AI interface embedded across its flagship ARGUS Intelligence platform for commercial real estate professionals. This purpose‑built, agentic AI layer transforms how users access structured financial models, valuation frameworks, and market data within ARGUS, potentially deepening client reliance on the platform’s integrated ecosystem. We’ll now examine...
TSX:LUN
TSX:LUNMetals and Mining

Do Derivative Losses and the Eagle Mine Sale Reframe Lundin Mining’s Risk Story (TSX:LUN)?

Lundin Mining recently pre-announced several items affecting its first-quarter 2026 results, including about US$13 million in unaudited realized losses on derivative contracts, mainly gold collars, and an unaudited gain of roughly US$4 million from the disposal of the Eagle mine. This early disclosure gives investors a clearer view of how risk management through derivatives and ongoing portfolio reshaping are influencing reported earnings quality. Now we’ll examine how the derivative-related...
TSX:TKO
TSX:TKOMetals and Mining

Assessing Taseko Mines (TSX:TKO) Valuation After Strong Multi Year Shareholder Returns

Taseko Mines (TSX:TKO) has recently drawn attention after a strong share price move, with the stock up about 34% over the past month and 7% over the past 3 months. See our latest analysis for Taseko Mines. Zooming out, the 34% 1 month share price return and 37.3% year to date share price return sit within a much stronger picture, with a 1 year total shareholder return of roughly 2.6x and solid multi year total shareholder returns indicating building momentum. If this kind of move has you...
TSX:OLA
TSX:OLAMetals and Mining

Orla Mining (TSX:OLA) Is Down 9.8% After Strong Q1 Output And High-Grade Musselwhite Drilling Results

In April 2026, Orla Mining Ltd. reported first-quarter production of 81,206 ounces of gold and sales of 81,540 ounces, alongside detailed drilling updates at the Musselwhite Mine. The company’s directional and underground drilling programs at Musselwhite revealed high-grade, laterally continuous mineralized zones and new shallow mineralization near existing infrastructure, underscoring the mine’s expanding resource potential. We’ll now explore how these high-grade Musselwhite drilling...
TSX:FLT
TSX:FLTAirlines

A Look At Volatus Aerospace (TSX:FLT) Valuation After Its New NATO Allied Training Contract

Volatus Aerospace (TSX:FLT) has attracted fresh attention after announcing a multi year contract to deliver specialist training to a NATO allied government ministry. The contract includes optional renewals that could bring the total potential value to about CA$2.1 million. See our latest analysis for Volatus Aerospace. The new NATO allied training contract arrives after a 1 day share price return of 4.11% and a year to date share price return of 38.18%, while the 1 year total shareholder...
TSX:GWO
TSX:GWOInsurance

Assessing Great-West Lifeco (TSX:GWO) Valuation After CIBC’s Top Pick Call And Higher EPS Estimates

Analyst optimism and upcoming results put Great-West Lifeco (TSX:GWO) in focus A recent CIBC Capital Markets update has put Great-West Lifeco (TSX:GWO) in the spotlight, as the firm reiterated the insurer as a top pick and raised its Q1 EPS estimates. See our latest analysis for Great-West Lifeco. Recent price action supports that optimism, with a 1 day share price return of 1.38%, a 30 day share price return of 12.04%, and a 1 year total shareholder return of 40.33%. This signals firm...
TSX:MDI
TSX:MDIMetals and Mining

Assessing Major Drilling Group International’s Valuation After New Algo Grande Drilling Mandate

Why Algo Grande’s drilling mandate matters for Major Drilling Group International Major Drilling Group International (TSX:MDI) was recently engaged by Algo Grande Copper Corp. to carry out an approximately 8,000 metre Phase II drill program at the Adelita Project in Sonora, Mexico. The program includes construction of around 30 drill pads across Cerro Grande and other high priority copper targets, which is putting fresh attention on Major Drilling’s role as a contract driller for exploration...
TSX:ALS
TSX:ALSMetals and Mining

Will New Gold Royalties And Equity Stakes Change Altius Minerals' (TSX:ALS) Optionality-Driven Narrative?

Altius Minerals recently outlined past project-generation and junior-equity portfolio updates, including a planned CA$4.2 million investment in TNR Gold for nearly a 10% stake and right of first offer, and a binding letter of intent with Orogen Royalties and Toogood Gold for a Nevada project that preserves a 3% net smelter return royalty for Altius. These moves deepen Altius’s exposure to gold while reinforcing its model of pairing minority equity positions with royalty interests to widen...
TSX:EDR
TSX:EDRMetals and Mining

Why Endeavour Silver (TSX:EDR) Is Up 7.0% After Q1 Surge In Silver-Equivalent Output And Sales

In the first quarter of 2026, Endeavour Silver Corp. reported higher silver production of 1,875,375 ounces and silver sales of 1,642,220 ounces, alongside increased gold production of 11,740 ounces and gold sales of 10,942 ounces versus the prior year period. The strong uplift in silver equivalent production to 3,341,943 ounces, alongside increased payable metal volumes, highlights a meaningful step-up in Endeavour Silver’s operating scale and mine performance. We’ll now examine how this...
TSX:NG
TSX:NGMetals and Mining

Assessing NovaGold Resources (TSX:NG) Valuation As Gold Price Strength Lifts Sector Sentiment

Gold price strength and sector sentiment lift NovaGold As gold prices climb and Canadian miners rank among the biggest gainers on the TSX, NovaGold Resources (TSX:NG) has been caught up in the renewed interest in gold focused equities. See our latest analysis for NovaGold Resources. At a share price of CA$14.97, NovaGold has seen short term momentum build, with a 40.96% 1 month share price return adding to a very large 1 year total shareholder return of 263.35%. If this kind of move in gold...
TSX:T
TSX:TTelecom

Will TELUS' (TSX:T) AI Data Annotation Push Meaningfully Shift Its Telecom-Centric Investment Narrative?

TELUS Digital recently highlighted how its Ground Truth Studio platform supports production-grade, safety-critical data annotation for autonomous vehicle and robotics programs, combining advanced AI tools with human-in-the-loop oversight to manage complex edge cases and ensure certified data quality. This focus on highly specialized, compliant AI data services underscores TELUS’s efforts to extend its capabilities beyond traditional telecom into higher-value technology infrastructure for...
TSX:IAU
TSX:IAUMetals and Mining

A Look At i-80 Gold’s Valuation As Archimedes Project Progresses Ahead Of Schedule

i-80 Gold (TSX:IAU) has drawn fresh attention after updating investors on its Archimedes underground project, where construction progress, infill drilling results, and permitting milestones are collectively reshaping how this Nevada focused producer is being viewed. See our latest analysis for i-80 Gold. At a share price of CA$2.29, i-80 Gold has a 30.1% 1 month share price return and a 14.5% year to date share price return. Its 1 year total shareholder return of 166.3% contrasts with weaker...
TSX:DIR.UN
TSX:DIR.UNIndustrial REITs

The Bull Case For Dream Industrial REIT (TSX:DIR.UN) Could Change Following Its New CAD$200M Debenture Refinancing Strategy

Earlier this month, Dream Industrial Real Estate Investment Trust completed a CAD$200,000,000 private placement of 4.150% senior unsecured debentures maturing April 22, 2031, using cross-currency swaps to reduce the effective fixed interest rate to 4.003%. The new Series H Debentures, rated BBB (high) with a Stable Trend and used mainly to refinance existing debt, highlight the REIT’s focus on optimizing its funding mix and extending its maturity profile without adding secured...
TSX:SEA
TSX:SEAMetals and Mining

Seabridge Gold (TSX:SEA) Valuation After Snip North Update And KSM Permitting Delay

Seabridge Gold (TSX:SEA) is back in focus after two contrasting updates: fresh resource news at the Snip North deposit and a regulatory delay affecting key tunnel permits for the KSM Project in British Columbia. See our latest analysis for Seabridge Gold. At a share price of CA$46.05, Seabridge Gold has seen short term momentum pick up, with a 36.85% 1 month share price return and a 12.54% year to date share price return, alongside a very large 1 year total shareholder return of 165.26%. If...
TSX:ABRA
TSX:ABRAMetals and Mining

Assessing AbraSilver Resource (TSX:ABRA) Valuation After New Diablillos Drill Results Signal Further Resource Expansion

AbraSilver Resource (TSX:ABRA) has put fresh drilling results from its Diablillos project in Argentina in front of investors, with new Oculto East assays pointing to mineralization extending beyond the current open pit resource outline. See our latest analysis for AbraSilver Resource. The Diablillos drill news comes as AbraSilver's share price has moved sharply, with a 30 day share price return of 64.52% and a year to date share price return of 54.58%, while the 1 year total shareholder...
TSX:WPM
TSX:WPMMetals and Mining

What Wheaton Precious Metals (TSX:WPM)'s Spotlight on Streaming Margins at CIBC Forum Means For Shareholders

On April 13, 2026, Wheaton Precious Metals Corp. presented at the CIBC London Gold Forum 2026 in London, highlighting its position within the gold streaming and royalty space. UBS has highlighted Wheaton alongside other streaming peers as offering more stable margins and lower cost inflation risk than traditional gold miners, which may alter how investors compare business models across the precious metals sector. With UBS underscoring the relative stability of gold streaming margins, we’ll...
TSX:BMO
TSX:BMOBanks

Has BMO (TSX:BMO) Run Too Far After 67% One-Year Rally?

Wondering if Bank of Montreal at around $208 per share is still offering value after a strong run, or if you might be turning up late to the story. The stock has recently posted returns of 4.2% over 7 days, 13.4% over 30 days, 14.6% year to date and 67.6% over the last year, with longer term figures of 93.6% over 3 years and 122.4% over 5 years that many investors will be weighing against current pricing. Recent headlines have focused on Bank of Montreal's position within the Canadian...