TSX:GEI
TSX:GEIOil and Gas

How Long-Term Take-or-Pay Deals And U.S. Expansion At Gibson Energy (TSX:GEI) Has Changed Its Investment Story

In December 2025, Gibson Energy Inc. renewed a 20-year take-or-pay refined products services agreement and added a 10-year extension to a terminal storage take-or-pay contract covering 800,000 barrels at its Edmonton Terminal, while also approving a new infrastructure project in Texas to support U.S. growth. These long-dated, take-or-pay commitments with senior integrated oil sands customers highlight the Edmonton Terminal’s role as critical midstream infrastructure and reinforce Gibson’s...
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...
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: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: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: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...
TSX:PSK
TSX:PSKOil and Gas

Does PrairieSky Royalty’s (TSX:PSK) Steady Eligible Dividend Signal Enduring Income Strength or Limited Reinvestment?

PrairieSky Royalty Ltd. recently announced that its Board of Directors has declared a quarterly dividend of C$0.26 per common share, payable in cash on January 15, 2026 to shareholders of record on December 31, 2025, designated as an “eligible dividend” for Canadian income tax purposes. This ongoing pattern of cash returns, coupled with the tax-efficient eligible dividend status, may be particularly relevant for income-focused Canadian investors. We will now explore how this freshly affirmed...
TSX:URE
TSX:UREOil and Gas

Ur-Energy (TSX:URE) Valuation After $100 Million Convertible Note Financing and Long-Term Growth Plans

Ur-Energy (TSX:URE) just priced a $100 million offering of 4.75% convertible senior notes due 2031, a financing move that could reshape its growth plans and future dilution path for shareholders. See our latest analysis for Ur-Energy. That financing comes after a choppy stretch for the stock, with a recent 1 day share price return of 3.53% lifting Ur-Energy to $1.76 even as its 90 day share price return sits at negative 17.76%, while the 5 year total shareholder return of 100.00% hints that...
CNSX:TRUL
CNSX:TRULPharmaceuticals

Is Trulieve (CNSX:TRUL) Using Costlier, Longer-Term Debt To Quietly Recast Its Risk Profile?

Trulieve Cannabis has refinanced part of its balance sheet by redeeming US$368,000,000 of 8.0% senior secured notes due 2026 and completing a private placement commitment for US$100,000,000 of new 10.5% senior secured notes due 2030, issued at par with semi-annual interest and planned CSE listing after the Canadian hold period. By extending its debt maturity profile and locking in new secured financing for capital expenditures and general corporate purposes, Trulieve is signaling an emphasis...
TSXV:SCZ
TSXV:SCZMetals and Mining

Is Santacruz Silver Mining (TSXV:SCZ) Using a Nasdaq Listing Bid to Recast Its Equity Story?

Santacruz Silver Mining Ltd. has completed a 1-for-4 share consolidation on December 10, 2025, as part of its plan to list on the Nasdaq Capital Market, aiming to meet that exchange’s listing requirements. This move marks a meaningful step in the company’s effort to broaden its investor base and raise its profile in U.S. capital markets. We’ll now look at how the share consolidation tied to the planned Nasdaq listing could influence Santacruz Silver Mining’s investment narrative. This...
TSX:T
TSX:TTelecom

TELUS (TSX:T) Valuation Check After New Social Initiative, AI Security Partnership and Capital Structure Moves

TELUS (TSX:T) is in the spotlight after launching its Mobility for Good for Indigenous Women at Risk program in Manitoba, along with a new Qohash partnership that tightens AI data protection across its Fuel iX platform. See our latest analysis for TELUS. These community and AI initiatives land while momentum in the shares has been weak, with a roughly double digit year to date share price decline and mid single digit negative one year total shareholder return, suggesting sentiment is still...