TSX:CSU
TSX:CSUSoftware

Is Constellation Software Worth a Second Look After Recent 24% Share Price Decline?

Wondering if Constellation Software is a bargain or overhyped at its current price? You are not alone, as investors are sizing up whether now is the time to get in or wait on the sidelines. After a strong run in recent years, the stock has retreated, down 14.0% in the last month and off 23.9% over the past year, making some wonder if its growth narrative or risk perception is shifting. Recent headlines have focused on Constellation's continued acquisition strategy and the broader pressures...
TSX:DOO
TSX:DOOLeisure

Valuing BRP (TSX:DOO) After Can-Am’s Exclusive Powersports Partnership With MeatEater

BRP (TSX:DOO) has announced an expanded partnership between its Can-Am brand and MeatEater, making Can-Am the exclusive powersports partner for the influential outdoor media company. This collaboration aims to boost Can-Am’s presence among hunters and adventurers. See our latest analysis for BRP. BRP’s latest move to deepen its ties with MeatEater comes at a time when investor optimism is climbing. The company’s share price is up 25.7% over the past 90 days and its 1-year total shareholder...
TSX:KEY
TSX:KEYOil and Gas

Keyera (TSX:KEY): Assessing Valuation After Hybrid Note Amendments Clarify Capital Structure

Keyera (TSX:KEY) just wrapped up a consent solicitation that drew strong backing from noteholders. This move aligns terms across its hybrid notes and removes clauses for automatic conversion during bankruptcy events. As a result, the company's capital structure is clarified and could boost investor confidence. See our latest analysis for Keyera. Keyera’s latest consent solicitation win comes as its share price has dipped 6.7% over the last month and is down nearly 7.7% year-to-date. Still,...
TSXV:TOI
TSXV:TOISoftware

Topicus.com (TSXV:TOI) Valuation: Assessing the Stock After Unexpected Net Loss and Revenue Growth in Q3 Results

Topicus.com (TSXV:TOI) just released its third quarter earnings, revealing revenue growth compared to last year but also reporting a net loss for the quarter and past nine months, which caught many investors off guard. See our latest analysis for Topicus.com. While Topicus.com’s sharp quarterly loss drew the spotlight, investors have also weathered some steep share price swings. After peaking earlier in the year, the stock has stumbled rather than soared, with a 26.8% drop in its 90-day share...
TSX:BTE
TSX:BTEOil and Gas

Will Baytex Energy's (TSX:BTE) Steady Production Target Offset Pressures on Returns and Growth?

Baytex Energy Corp. recently announced third-quarter results, reporting lower revenue of CA$746.42 million and net income of CA$31.97 million compared to the same period last year, while reaffirming its 2025 annual production guidance of approximately 148,000 boe/d. Despite the declines in production and profitability, the company maintained its quarterly dividend and did not conduct recent share repurchases, reflecting a cautious approach to shareholder returns amid a shifting operating...
TSX:CPX
TSX:CPXRenewable Energy

Capital Power (TSX:CPX) Valuation Spotlight After Strategic Debt Refinance and California Decarbonization Partnership

Capital Power (TSX:CPX) just revealed plans to redeem its outstanding 4.986% medium term notes and launch a new CAD 600 million debt offering, signaling a meaningful shift in its capital structure. See our latest analysis for Capital Power. Against the backdrop of these refinancing efforts and a new decarbonization partnership in California, Capital Power’s recent share price has moved sideways in the short term but built notable long-term value. While the 1-day and 1-month share price...
TSX:DIR.UN
TSX:DIR.UNIndustrial REITs

What Dream Industrial REIT (TSX:DIR.UN)'s Strong Quarterly Results Reveal About Its Earnings Trajectory

Dream Industrial Real Estate Investment Trust recently reported its third-quarter and nine-month results, posting sales of CA$126.62 million and quarterly net income of CA$45.82 million, both higher than the previous year for the same period. While quarterly net income saw considerable growth year-over-year, total net income for the nine months declined slightly, reflecting shifts in earnings dynamics across the reporting periods. We'll examine how the strong quarterly sales and earnings...
TSX:BDGI
TSX:BDGIConstruction

Assessing Badger Infrastructure Solutions (TSX:BDGI) Valuation After Strong Earnings Growth and Dividend Affirmation

Badger Infrastructure Solutions (TSX:BDGI) just released its third quarter earnings, reporting higher sales and growing net income compared to last year. The company also affirmed its quarterly dividend, providing an encouraging sign for shareholders. See our latest analysis for Badger Infrastructure Solutions. Following this upbeat earnings release and fresh dividend affirmation, Badger Infrastructure Solutions continues to capture attention. The stock’s 12.2% share price gain over the past...
TSX:CJT
TSX:CJTLogistics

Will Cargojet’s (TSX:CJT) Global Move and CEO Transition Reshape Its Long-Term Growth Direction?

Cargojet Inc. recently announced the upcoming CEO transition, with Pauline Dhillon assuming leadership in January 2026, alongside the launch of a direct weekly air cargo service connecting Canada's hubs with Liege Airport in Europe as of November 1, 2025. This marks a pivotal moment as the company pairs leadership continuity with targeted global expansion, underscoring its pursuit of international growth opportunities amid evolving market conditions. We’ll explore how Cargojet’s CEO...
TSX:LSPD
TSX:LSPDSoftware

Lightspeed Commerce (TSX:LSPD) Is Up 9.0% After Revenue Beat and AI Innovations Fuel Guidance Hike

Lightspeed Commerce Inc. recently reported second quarter 2025 results, posting revenues of US$318.96 million, up from US$277.18 million a year ago, and raising full-year revenue guidance on the back of strong performance and new AI-powered product innovations across its retail and hospitality offerings. Despite posting a quarterly net loss, the company beat analyst consensus for both earnings and revenue, and highlighted accelerated growth in customer locations and transaction volume,...
TSX:PPTA
TSX:PPTAMetals and Mining

Perpetua Resources (TSX:PPTA) Valuation in Focus After Major Equity Raise with Strategic Investors

Perpetua Resources (TSX:PPTA) just completed a major round of follow-on equity offerings and private placements, bringing in fresh capital from institutional investors including Agnico Eagle and JPMorgan Chase. This injection sets the stage for the company’s next phase of development. See our latest analysis for Perpetua Resources. After raising capital and attracting heavyweight partners, Perpetua Resources has seen its 1-year share price almost double, while total shareholder return soared...
TSX:AP.UN
TSX:AP.UNOffice REITs

Allied Properties REIT (TSX:AP.UN): Evaluating Valuation After Mixed Q3 Earnings and Strategic Update

Allied Properties Real Estate Investment Trust (TSX:AP.UN) released its third quarter earnings, reporting higher sales and a deeper net loss due to rising expenses. The company also highlighted steady leasing activity and strong financial liquidity. See our latest analysis for Allied Properties Real Estate Investment Trust. Despite Allied Properties REIT’s steady leasing progress and recent green debenture issuance, the share price has stumbled in the past month, with a sharp 22.9% decline,...
TSX:WTE
TSX:WTEInfrastructure

Westshore Terminals (TSX:WTE): Evaluating Valuation After Q3 Earnings Decline and Dividend Announcement

Westshore Terminals Investment (TSX:WTE) just posted third-quarter numbers that were down from last year, with revenue and net income both coming in lower. Alongside these results, the company confirmed a new dividend for shareholders. See our latest analysis for Westshore Terminals Investment. Westshore Terminals Investment’s steady year-to-date share price return of nearly 14% suggests investors are keeping the faith, even as the latest earnings showed a sizable drop in both revenue and...
TSX:NA
TSX:NABanks

How Leadership Shifts and Debt Actions at National Bank of Canada (TSX:NA) Have Changed Its Investment Story

In late October 2025, National Bank of Canada announced a series of significant senior leadership changes and the optional redemption of certain Notes worth US$15.96 million, with payment to be processed via Citibank’s London branch by November 21, 2025. The executive reshuffle emphasizes an increased focus on digital transformation and integrated operations across the bank’s services, aiming to accelerate growth and address evolving client expectations nationwide. We’ll explore how the...
TSX:SKE
TSX:SKEMetals and Mining

Does Project Financing and Index Inclusion Reinforce the Long-Term Case for Skeena Resources (TSX:SKE)?

In recent news, Skeena Resources was upgraded to Buy by analysts after achieving full project financing and making strong progress on its Eskay Creek gold-silver project, along with being included in the S&P/TSX Composite Index. This development reflects growing institutional confidence in Skeena's high-grade asset base and enhances its visibility among investors and market participants. We'll explore how the successful funding of Eskay Creek is shaping Skeena Resources' investment story and...
TSX:WSP
TSX:WSPConstruction

WSP Global (TSX:WSP) Valuation in Focus After Raised 2025 Outlook and Q3 Earnings Beat

WSP Global (TSX:WSP) surprised the market with third-quarter results that exceeded expectations in revenue, earnings, and margins. This strong performance was driven by both steady organic expansion and successful integration of recent acquisitions. The company also raised its revenue guidance for 2025. See our latest analysis for WSP Global. While WSP Global’s latest earnings and a raised outlook have caught the market’s eye, the share price paints a picture of strength over time, despite a...
TSX:GMIN
TSX:GMINMetals and Mining

A Look at G Mining Ventures (TSX:GMIN) Valuation Following Full Construction Approval at Oko West Gold Project

G Mining Ventures (TSX:GMIN) has given the green light to full construction at its Oko West Gold Project after successfully securing the permits and financing required to move forward. This milestone positions the company for its next phase of development. See our latest analysis for G Mining Ventures. G Mining Ventures’ approval to move ahead with full-scale construction is sparking renewed interest, with the stock’s 90-day share price return of 58.4% and annual total shareholder return of...
TSX:ALA
TSX:ALAGas Utilities

How AltaGas' (TSX:ALA) Dual Financing and Pipeline Commitment Are Shaping Its Investment Story

In early November 2025, AltaGas Ltd. completed a follow-on equity offering raising CA$400.47 million and issued CA$500 million in senior unsecured notes, with proceeds intended to reduce debt and fund future growth initiatives. The company also chose to retain its ownership in the Mountain Valley Pipeline, which, combined with these financings, prompted credit outlook improvements from S&P and Fitch. With AltaGas using equity and debt proceeds to strengthen its balance sheet and maintain...
TSX:WPM
TSX:WPMMetals and Mining

Wheaton Precious Metals (TSX:WPM): Evaluating Valuation After Strong Q3 Results, Dividend Boost, and New Streaming Deal

Wheaton Precious Metals (TSX:WPM) just posted impressive third-quarter 2025 results. Sales and net income rose sharply, supported by higher production and stronger commodity prices. Investors also received news of a dividend boost along with a new streaming agreement. See our latest analysis for Wheaton Precious Metals. Wheaton’s latest news comes on the back of a remarkable price run this year, with a 66.1% year-to-date share price return and a 55.3% total shareholder return over the last...
TSX:DCBO
TSX:DCBOSoftware

Can Docebo's (TSX:DCBO) Federal Wins and AI Focus Redefine Its Long-Term Competitive Edge?

Docebo Inc. recently announced its third-quarter 2025 earnings, reporting revenue of US$61.62 million and net income of US$6.11 million, both higher than the same period last year. Following early federal sector wins post-FedRAMP listing and the achievement of a 20% EBITDA margin ahead of schedule, Docebo updated its guidance and reaffirmed its AI-driven platform focus. We'll explore how Docebo's quarterly revenue growth and early federal sector gains influence the company's investment...
CNSX:TRUL
CNSX:TRULPharmaceuticals

Trulieve Cannabis (CNSX:TRUL): Assessing Valuation After Q3 Earnings and Strategic Debt Redemption

Trulieve Cannabis (CNSX:TRUL) just released its third quarter results, highlighting a smaller net loss and steady sales compared to last year. Investors are also watching the company’s announcement regarding the redemption of outstanding senior secured notes. See our latest analysis for Trulieve Cannabis. Trulieve Cannabis has had quite a year. While third quarter results showed improving net losses and the company is taking decisive steps to reduce debt, sentiment in the market has been...
TSX:AQN
TSX:AQNIntegrated Utilities

A Look at Algonquin Power & Utilities (TSX:AQN)'s Valuation Following Strong Q3 Turnaround and Leadership Changes

Algonquin Power & Utilities (TSX:AQN) just delivered third quarter earnings that marked a sharp turnaround, swinging from a substantial loss last year to positive net income. The company cited rate approvals, tighter cost control, and leadership changes as key drivers. See our latest analysis for Algonquin Power & Utilities. Algonquin Power & Utilities’ latest earnings surprise and clear strategic direction have sparked renewed investor optimism, with the share price jumping over 33% year to...
TSX:CU
TSX:CUIntegrated Utilities

A Fresh Look at Canadian Utilities (TSX:CU) Valuation After Strong Q3 Results and Major Project Milestones

Canadian Utilities (TSX:CU) just released its third quarter earnings, showing significant earnings growth and notable progress on major infrastructure projects. This includes a major regulatory nod for the Yellowhead Pipeline Project. See our latest analysis for Canadian Utilities. It’s clear that the upbeat earnings and momentum on major infrastructure projects are catching investors’ attention, as shown by Canadian Utilities’ 18.1% year-to-date share price return and an impressive one-year...
TSX:ACO.X
TSX:ACO.XIntegrated Utilities

Will Rob Peabody’s Board Appointment Steer ATCO's (TSX:ACO.X) Long-Term Growth Strategy?

ATCO Ltd. recently reported third quarter results, with sales rising to C$1.18 billion and net income of C$85 million, compared to C$1.12 billion and C$93 million in the same period last year; for the first nine months of 2025, net income held steady at C$293 million year-over-year. Alongside these earnings, ATCO announced the appointment of Rob Peabody, former CEO of Husky Energy, to its Board of Directors, bringing decades of industry leadership to the company. We’ll explore how Rob...