Canadian Retail Distributors Stock News

TSX:GWO
TSX:GWOInsurance

The Bull Case For Great-West Lifeco (TSX:GWO) Could Change Following Record Earnings And A 10% Dividend Hike

In February 2026, Great-West Lifeco reported full-year 2025 net income of C$4,120 million, record base earnings growth, a 10% increase in its quarterly common dividend to C$0.67 per share, and continued sizeable share repurchases alongside approved preferred share dividends, marking a year of active capital returns to shareholders. Beyond the headline earnings and dividend hike, the company highlighted strong contributions from its U.S. Empower and Canadian businesses and the use of AI to...
TSX:PPTA
TSX:PPTAMetals and Mining

Pursuit Of US$2 Billion EXIM Financing Might Change The Case For Investing In Perpetua Resources (TSX:PPTA)

Perpetua Resources has moved further into the construction phase of its Stibnite project after securing key federal permits and attracting backing from Agnico Eagle Mines, JP Morgan, and major shareholder John Paulson, while pursuing more than US$2.00 billion in potential Export-Import Bank financing. This combination of regulatory progress, high-profile institutional support, and prospective government-backed funding marks a turning point in Perpetua’s evolution from early-stage developer...
TSX:LAR
TSX:LARMetals and Mining

Wave Of Analyst Upgrades Could Be A Game Changer For Lithium Argentina (TSX:LAR)

In recent days, TD Cowen’s David Deckelbaum and TD Securities raised their views on Lithium Argentina, reinforcing its role in supplying lithium carbonate for battery applications within the Canadian materials sector. This cluster of analyst upgrades has coincided with growing attention to Lithium Argentina’s footprint in the TSX Smallcap Index as investors reassess lithium-related exposure. We’ll now examine how this wave of analyst upgrades around Lithium Argentina’s lithium carbonate...
TSX:KEY
TSX:KEYOil and Gas

Keyera Acquisition And Leadership Shift Reframe Valuation And Midstream Role

Keyera (TSX:KEY) has agreed to acquire Plains' Canadian NGL business, with closing targeted by the end of Q1 2026. The acquisition is expected to expand Keyera's scale, integrated value chain, and presence across Canadian energy infrastructure. In parallel, Keyera is reorganizing its leadership structure to strengthen accountability and coordination across business units. Keyera is a midstream energy infrastructure company focused on natural gas liquids and related services across Canada...
TSX:SII
TSX:SIICapital Markets

Is It Too Late To Consider Sprott (TSX:SII) After A 182% One-Year Rally?

If you are wondering whether Sprott is priced for perfection or still offers value, the starting point is to understand how its current share price lines up with what the fundamentals might support. The stock last closed at C$168.07, with stated returns of 3.6% over 7 days, 7.4% over 30 days, 21.0% year to date, 182.2% over 1 year, 254.6% over 3 years and 364.5% over 5 years, which will naturally raise questions about how much optimism is already reflected in the price. Recent coverage of...
TSX:CLS
TSX:CLSElectronic

A Look At Celestica (TSX:CLS) Valuation As AI Data Center Demand And Capacity Expansion Gather Pace

Celestica (TSX:CLS) is back in focus after hyperscalers stepped up data center upgrades for AI workloads, driving heavier demand for its high-speed networking gear and prompting a sizeable capacity expansion backed by record bookings. See our latest analysis for Celestica. Despite the latest CA$381.72 share price and a 1 day share price return of 2.17%, Celestica has given back some recent gains with a 30 day share price return decline of 11.28%. However, the 1 year total shareholder return...
TSX:AC
TSX:ACAirlines

Air Canada (TSX:AC) Q4 Profit Of C$296m Tests Bearish Earnings Decline Narrative

Air Canada (TSX:AC) has wrapped up FY 2025 with fourth quarter revenue of C$5.8b and basic EPS of C$1, alongside net income of C$296m, putting a clear spotlight on how the airline is converting its top line into bottom line results. The company has seen quarterly revenue move from C$5.4b in Q4 2024 to C$5.8b in Q4 2025, while EPS shifted from a loss of C$1.81 per share to a profit of C$1. This sets up a clean read on how margins are trending as investors weigh the latest numbers against Air...
TSX:ARX
TSX:ARXOil and Gas

Is ARC Resources (TSX:ARX) Using Its Debt Refinancing To Quietly Redefine Its Risk‑Reward Playbook?

In February 2026, ARC Resources Ltd. announced a C$950 million senior unsecured notes offering, split between C$400 million 3.349% Series 5 notes due 2029 and C$550 million 4.104% Series 6 notes due 2033, provisionally rated BBB with a Stable trend by Morningstar DBRS. The company plans to use the proceeds to redeem existing Series 1 notes and repay its C$500 million term loan, effectively reshaping its debt mix without increasing total borrowings and reinforcing its investment‑grade credit...
TSX:VMET
TSX:VMETMetals and Mining

Versamet Royalties Equity Raise Reshapes Balance Sheet And Shareholder Base

Versamet Royalties (TSX:VMET) completed a bought deal public offering, adding new equity capital to its balance sheet. The company also closed a concurrent private placement, further increasing available funds for debt repayment, acquisitions, and general corporate purposes. Nemesia S.à r.l. sold a large block of shares and ceased to be an insider, changing the profile of major shareholders. Versamet Royalties focuses on royalty and streaming interests, a model that gives investors exposure...
TSX:ENB
TSX:ENBOil and Gas

Enbridge (TSX:ENB) Margin Compression To 8.7% Tests Stable Cash Flow Narrative

Enbridge (TSX:ENB) has released its FY 2025 numbers with the latest quarter showing revenue of C$14.6b and basic EPS of C$0.30, while the trailing 12 month figures sit at C$64.2b of revenue and EPS of C$2.56. Over recent periods, the company has seen quarterly revenue move between C$11.3b and C$18.5b with basic EPS ranging from C$0.23 to C$1.04. This gives investors a wide set of reference points as they assess the current C$73.30 share price. With profitability framed by these EPS movements...
TSX:WDO
TSX:WDOMetals and Mining

Wesdome Gold Mines (TSX:WDO) Valuation After New Presqu'ile Zone Authorization At Kiena Mine

Wesdome Gold Mines (TSX:WDO) has cleared a key regulatory hurdle at its Kiena Mine by securing an updated Certificate of Authorization and a mine lease for the near surface Presqu'ile Zone in Val d'Or, Quebec. See our latest analysis for Wesdome Gold Mines. The regulatory progress at Kiena comes as momentum in Wesdome Gold Mines' share price has picked up again, with a 1-day share price return of 6.89% and a 7-day share price return of 9.86% following a recent 30-day share price pullback of...
TSX:WFG
TSX:WFGForestry

West Fraser Mill Closures And Upgrades Reframe Earnings Risk And Opportunity

West Fraser Timber (TSX:WFG) is undertaking a major portfolio overhaul that includes permanent mill closures and extensive asset modernization projects. The company has removed over 1.1b board feet of production capacity through closures and curtailments in response to oversupplied lumber and OSB markets and elevated tariffs. At the same time, West Fraser is investing in key mills in Texas and South Carolina while focusing on preserving liquidity during ongoing market headwinds. For...
TSX:H
TSX:HElectric Utilities

Hydro One (TSX:H) Margin Expansion Reinforces Bullish Earnings Narrative In Q3 2025

Hydro One (TSX:H) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue of C$2.3b and basic EPS of C$0.70, alongside trailing twelve month revenue of C$8.9b and EPS of C$2.18 that reflect the recent 14.9% earnings growth and an 8.29% earnings growth forecast. The company has seen revenue move from C$2.1b with EPS of C$0.62 in Q3 2024 to C$2.3b with EPS of C$0.70 in Q3 2025, while trailing net profit margins stepped up from 13.6% to 14.7%, suggesting the business is...
TSX:SAP
TSX:SAPFood

Assessing Saputo (TSX:SAP) Valuation After A Strong 1 Year Total Return Run

Recent performance snapshot Saputo (TSX:SAP) has caught investor attention after a solid past 3 months, with the share price up about 12% and a 1 year total return close to 79%. This has prompted closer scrutiny of the stock’s recent momentum. See our latest analysis for Saputo. Despite a softer 1 day share price return of 2.75% and a flat week, Saputo’s 30 day share price return of 3.16% and strong 1 year total shareholder return of 78.70% point to momentum that has been building rather than...
TSX:CAE
TSX:CAEAerospace & Defense

CAE Q3 2026 EPS Stability Tests Bullish Earnings Growth Narrative

CAE (TSX:CAE) has put fresh numbers on the board for Q3 2026, with Q2 fiscal 2026 revenue at $1.24b and basic EPS of $0.23, backed by trailing twelve month revenue of $4.8b and EPS of $1.36. The company has seen revenue move from $1.10b with EPS of $0.18 in Q1 2026 to $1.24b with EPS of $0.23 in Q2 2026, while trailing twelve month EPS has shifted from $1.30 at Q1 2026 to $1.36 at Q2 2026. This gives investors a clearer read on how recent quarters are feeding into current profitability. With...
TSX:MX
TSX:MXChemicals

Methanex (TSX:MX) Valuation Check After New Biomethanol Bunkering Service At Port Of Immingham

Methanex (TSX:MX) is back in focus after launching the United Kingdom's first commercially ready biomethanol storage and supply service for shipping at the Port of Immingham, in partnership with Orsted and Exolum. See our latest analysis for Methanex. The biomethanol bunkering news comes after a period of stronger share price momentum, with Methanex posting a 90 day share price return of 28.8% and a year to date share price return of 18.74%. Long term total shareholder returns over three and...
TSX:SU
TSX:SUOil and Gas

Board Shakeup And Buybacks Might Change The Case For Investing In Suncor Energy (TSX:SU)

Suncor Energy has recently appointed Jennifer Kneale, President of Targa Resources, to its Board of Directors and key oversight committees, while also affirming a CAD 0.60 quarterly dividend and completing CAD 2.80 billion of share repurchases since its February 2025 buyback announcement. This combination of fresh board expertise in midstream and finance, together with ongoing dividends and buybacks, underscores Suncor’s emphasis on governance and disciplined capital returns. We’ll now...
TSX:DFY
TSX:DFYInsurance

Definity Financial (TSX:DFY) Margin Squeeze Challenges Bullish Earnings Narratives

Definity Financial (TSX:DFY) closed out FY 2025 with Q4 revenue of CA$1.6b and basic EPS of CA$0.48, alongside net income of CA$58m. The trailing twelve months show revenue of CA$5.1b and basic EPS of CA$3.57. Over the past four reported quarters, revenue has moved from CA$1.1b in Q1 2025 to CA$1.6b in Q4, with quarterly EPS ranging between CA$0.48 and CA$1.61. This gives investors a clearer view of how earnings have tracked relative to a rising top line. With net profit margin currently at...