TSX:BEI.UN
TSX:BEI.UNResidential REITs

Analyst Upgrades And Steady Dividend Policy Could Be A Game Changer For Boardwalk REIT (TSX:BEI.UN)

In recent weeks, Raymond James Financial upgraded Boardwalk Real Estate Investment Trust to a strong-buy rating, while several other research firms reiterated or raised their positive views, and the REIT confirmed a monthly dividend that was paid on December 15. This combination of reinforced analyst confidence and visible income through regular distributions has sharpened investor focus on Boardwalk’s role as a yield-oriented real estate vehicle. Next, we’ll examine how this wave of analyst...
TSX:SDE
TSX:SDEOil and Gas

Assessing Spartan Delta (TSX:SDE) Valuation After New 2026 Production Guidance Update

Why Spartan Delta’s New 2026 Production Guidance Matters Spartan Delta (TSX:SDE) has set its 2026 production guidance at an average 50,000 to 52,000 BOE/d, giving investors fresh insight into how the company currently views its operational plans for the year. See our latest analysis for Spartan Delta. The 2026 guidance lands at a time when momentum in Spartan Delta’s share price has been strong, with a 30-day share price return of 16.45% and a 90-day share price return of 54.61%. Over a...
TSX:RCH
TSX:RCHTrade Distributors

Will Richelieu’s 100th Acquisition and Dividend Hike Change Richelieu Hardware's (TSX:RCH) Narrative

In January 2026, Richelieu Hardware reported full‑year 2025 sales of CA$1,964.03 million with essentially flat net income, while also completing around ten North American acquisitions that added roughly CA$100 million in annualized sales and raising its quarterly dividend by 2.2% to CA$0.1566 per share. An interesting angle is that these results marked Richelieu’s 100th acquisition, underscoring a long-running, acquisition-led expansion strategy alongside a relatively conservative balance...
TSX:CJT
TSX:CJTLogistics

Exploring 3 Undervalued Small Caps In Global With Insider Buying

As global markets navigate a complex landscape of mixed economic signals and geopolitical developments, small-cap stocks have been gaining attention, with indices like the Russell 2000 reaching all-time highs. Amidst this backdrop, identifying promising small-cap opportunities involves assessing factors such as market positioning and insider activity, which can offer valuable insights into a company's potential.
TSX:NG
TSX:NGMetals and Mining

A Look At NovaGold Resources (TSX:NG) Valuation After A Strong One Year Share Price Run

With no single headline event driving attention, NovaGold Resources (TSX:NG) is drawing interest around its share performance, including a past 3 months total return above 13% and a one year total return above 190%. See our latest analysis for NovaGold Resources. NOVA Gold's recent share price pullback over the past week comes after a stronger 90 day share price return of 13.71% and a one year total shareholder return of 192.03%. This points to momentum that has cooled slightly in the short...
TSX:GOOS
TSX:GOOSLuxury

Canada Goose Holdings (TSX:GOOS) Valuation Check After Mixed Recent Share Performance

Recent performance snapshot Canada Goose Holdings (TSX:GOOS) has seen mixed share performance recently, with a 3.4% decline over the past day and a small gain over the past month, while remaining lower year to date. See our latest analysis for Canada Goose Holdings. At a share price of CA$17.91, Canada Goose Holdings combines a weak year to date share price return of 3.55% with a much stronger 1 year total shareholder return of 21.26%, so recent momentum looks softer than the longer term...
TSX:WFG
TSX:WFGForestry

Assessing West Fraser Timber (TSX:WFG) Valuation After Raymond James Upgrade And Sector Rebound Outlook

Why West Fraser Timber Stock Is Back in Focus West Fraser Timber (TSX:WFG) is back on investors’ radar after Raymond James upgraded the stock to Outperform, citing expectations of a sector rebound in 2026 and tighter lumber supply conditions. The upgrade leans on mill curtailments, limited Canadian harvesting, and potential U.S. housing policy shifts. It also points to West Fraser’s balance sheet strength despite earlier industry headwinds. See our latest analysis for West Fraser Timber. At a...
TSX:EFR
TSX:EFROil and Gas

Could Energy Fuels (TSX:EFR) Vara Mada Pivot Recast Its Rare Earths Investment Narrative?

Earlier this month, Energy Fuels announced it had renamed its Toliara Project in Madagascar to Vara Mada and outlined plans to revise its mine plan and cutoff grade to account for monazite recovery, while also preparing an exploration drilling program targeting potentially substantial additional heavy mineral sands resources in the Lower Sandy Unit. This shift emphasizes Vara Mada’s role as a prospective new source of titanium, zircon, and rare earth minerals, potentially expanding Energy...
TSX:POU
TSX:POUOil and Gas

Assessing Paramount Resources (TSX:POU) Valuation After A More Favourable Brokerage Upgrade

A recent brokerage report upgraded its outlook on Paramount Resources (TSX:POU) from neutral to a more favourable stance, drawing fresh attention to the Canadian producer’s share performance and underlying business profile. See our latest analysis for Paramount Resources. The brokerage upgrade comes after a period of mixed momentum, with a recent 1-day share price return of 1.88% and a 90-day share price return of 8.85%, while the year-to-date share price return is slightly negative and the...
TSX:ELF
TSX:ELFInsurance

E L Financial (TSX:ELF) Valuation Check After Special Dividend And Recent Share Price Strength

E-L Financial (TSX:ELF) has put extra cash directly in investors’ hands by declaring a special dividend of CA$1.05 per common share. The payment is tied to recent portfolio results and the company’s current capital position. See our latest analysis for E-L Financial. The special dividend news arrives as E-L Financial’s share price trades at CA$18.11, with recent momentum reflected in a 4.26% 1 day share price return and an 11.72% 90 day share price return. Over the longer term, total...
TSX:VET
TSX:VETOil and Gas

Why Vermilion Energy (TSX:VET) Is Up 5.6% After Exiting US Assets And Lifting Dividend Targets

Recently, Vermilion Energy outlined plans to exit its US operations while concentrating capital on its Montney, Deep Basin, and European assets, alongside maintaining a roughly 4.5% dividend and targeting a 4% increase in early 2026. This combination of portfolio reshaping and a clear commitment to dividend growth highlights how Vermilion is aligning capital allocation with long-term cash flow priorities. Next, we'll examine how Vermilion's renewed focus on core Montney, Deep Basin, and...
TSXV:ARTG
TSXV:ARTGMetals and Mining

Assessing Artemis Gold’s Valuation After Record Blackwater Output And New Low Cost Guidance

Why Artemis Gold’s latest Blackwater update matters Artemis Gold (TSXV:ARTG) just wrapped up Blackwater’s first year with record quarterly production of 68,480 ounces of gold, alongside fresh 2026 guidance that points to low projected all in sustaining costs. See our latest analysis for Artemis Gold. The Blackwater update lands after a strong run in Artemis Gold’s shares, with a 30 day share price return of 5.32% and a year to date share price return of 12.56%. The 1 year total shareholder...
TSX:HBM
TSX:HBMMetals and Mining

How Meeting 2025 Copper and Gold Targets Amid Wildfires Will Impact Hudbay Minerals (TSX:HBM) Investors

Hudbay Minerals Inc. recently reported preliminary fourth-quarter and full-year 2025 results showing lower copper, gold, zinc and silver output versus 2024, while molybdenum production increased in the quarter. Despite wildfire-related shutdowns and other interruptions, the company still met its 2025 copper and gold production guidance, helped by strong gold output from Peru’s Pampacancha deposit. We’ll now examine how meeting copper and gold guidance despite wildfire disruptions affects...
TSX:USA
TSX:USAMetals and Mining

Could Crescent’s Power Cost Collapse Recast Americas Gold and Silver’s (TSX:USA) Operating Moat?

In January 2026, Americas Gold and Silver Corporation reported past progress at its recently acquired Crescent Silver Mine in Idaho’s Silver Valley, including grid power installation, infrastructure upgrades, and new equipment to support a planned mid-2026 restart of silver, copper, and antimony production. A particularly important insight is the expected drop in Crescent’s power costs from about US$0.55/kWh to roughly US$0.07/kWh, which could materially change the mine’s cost structure and...
TSX:FCR.UN
TSX:FCR.UNRetail REITs

A Look At First Capital REIT (TSX:FCR.UN) Valuation As Distribution Increase Draws Investor Attention

First Capital Real Estate Investment Trust (TSX:FCR.UN) has approved a 2.5% increase in its annualized cash distribution to $0.912 per unit, with monthly payments scheduled to begin on February 16, 2026. See our latest analysis for First Capital Real Estate Investment Trust. The 2.05% 1 day share price return on the latest close at CA$19.87, alongside a 3.71% 30 day share price return, sits against a 1 year total shareholder return of 24.28%, suggesting momentum that has been supported over...
TSX:CP
TSX:CPTransportation

Did New Five-Year Union Deals Just Shift Canadian Pacific Kansas City's (TSX:CP) Investment Narrative?

Canadian Pacific Kansas City recently confirmed that 16 five-year collective bargaining agreements with U.S. railroad unions have been ratified, covering about 700 employees and providing wage increases, while two additional agreements with the International Brotherhood of Electrical Workers await ratification. This broad labour accord reduces uncertainty around operations and staffing in key U.S. corridors, an important consideration for shippers and investors focused on network...
TSX:OR
TSX:ORMetals and Mining

OR Royalties (TSX:OR) Is Up 6.7% After Record 2025 Royalty Revenue Update Has The Bull Case Changed?

OR Royalties Inc. recently reported preliminary fourth-quarter 2025 revenues from royalties and streams of US$90.5 million, bringing full-year 2025 preliminary royalty and streaming revenues to a record US$277.4 million, alongside 21,735 attributable gold equivalent ounces in the quarter and 80,775 for the year. This combination of record revenue and solid attributable gold equivalent ounce volumes underlines the strength of OR Royalties’ royalty and streaming model and its ability to...
TSX:CG
TSX:CGMetals and Mining

Is It Too Late To Consider Centerra Gold (TSX:CG) After 173% One-Year Surge?

If you are wondering whether Centerra Gold's recent share price puts it on the expensive side or still leaves room for value, it helps to break the story into what has happened in the market and how that lines up with fundamentals. Centerra Gold's share price was last at C$22.41, with returns of 4.8% over 7 days, 11.8% over 30 days, 15.4% year to date, 173.1% over 1 year, 199.2% over 3 years and 88.1% over 5 years. This gives you a sense of how much the stock has already moved. Recent...
TSX:KEL
TSX:KELOil and Gas

What Kelt Exploration (TSX:KEL)'s 2025–2026 Production and Revenue Guidance Means For Shareholders

In early January 2026, Kelt Exploration Ltd. issued detailed guidance for 2025 and 2026, outlining expected oil, NGL and natural gas production alongside budgeted petroleum and natural gas sales of about $536.1 million and $682.0 million, respectively. This guidance gives investors a clearer view of Kelt’s planned production scale and revenue expectations over the next two years, sharpening visibility on its operating profile. With this new visibility into Kelt’s planned production volumes...
TSX:CU
TSX:CUIntegrated Utilities

Does Canadian Utilities’ (TSX:CU) Modest Dividend Hike Reveal Its True Capital Allocation Priorities?

Earlier this month, Canadian Utilities Limited declared a 1% increase in its first-quarter 2026 common share dividend to CA$0.4623, alongside confirming multiple preferred share dividends payable on March 1, 2026 to holders of record on February 5, 2026. This combination of a higher common dividend and ongoing preferred payouts underscores the company’s emphasis on steady income generation backed by regulated utility operations and long-lived infrastructure projects. We’ll now explore how...
TSX:IPCO
TSX:IPCOOil and Gas

A Look At International Petroleum’s Valuation As Blackrod Project Advances And Insider Buying Increases

Why the Blackrod update matters for International Petroleum International Petroleum (TSX:IPCO) has drawn fresh attention after commencing first steam injection at its Blackrod Phase 1 project in Canada earlier than planned, with first oil now anticipated in third quarter 2026. This progress on a 100% owned asset, combined with recent insider share purchases, gives investors new information to consider about IPCO’s growth projects, capital deployment and risk profile in the Canadian heavy oil...