TSX:ARE
TSX:AREConstruction

Aecon Group (TSX:ARE) Advances U.S. Nuclear Ambitions With Cascade SMR Project Talks

In October 2025, Cascade Nuclear Partners, a joint venture involving Aecon, Kiewit, and Black & Veatch, announced it is finalizing negotiations with Energy Northwest to design and build the first four Xe-100 small modular reactors near Richland, Washington. This initiative highlights Aecon’s expanding footprint in the U.S. nuclear energy market, positioned alongside recent earnings that showed strong revenue growth but reduced net income. We’ll explore how Aecon’s entry into advanced U.S...
TSX:NA
TSX:NABanks

What National Bank of Canada (TSX:NA)'s Leadership Reshuffle Means for Its Digital Transformation Strategy

National Bank of Canada recently announced several senior leadership changes that will take effect on January 1, 2026, including the retirement of Lucie Blanchet and the appointment of Julie Lévesque as Executive Vice-President, Personal Banking, alongside further realignment of key executive roles. This leadership transition emphasizes the bank’s intensified commitment to digital transformation and pan-Canadian growth through enhanced integration of technology and client-focused...
TSX:BYD
TSX:BYDCommercial Services

Boyd Group Services (TSX:BYD): Exploring Valuation After Recent Share Price Momentum

Boyd Group Services (TSX:BYD) shares have seen some movement recently, and it is worth looking at how the stock has performed over the past month and past three months. Short-term fluctuations sometimes reveal investor sentiment, providing perspective on where value may lie. See our latest analysis for Boyd Group Services. Boyd Group Services' share price momentum has picked up over the past quarter, with a notable 18.4% gain in the last 90 days. Looking at the bigger picture, the one-year...
TSX:AGI
TSX:AGIMetals and Mining

Assessing Alamos Gold (TSX:AGI) Valuation After Recent Share Price Volatility

Alamos Gold (TSX:AGI) has caught investor attention following a recent shift in its share price. Many are reviewing the company’s fundamentals to gauge what could be driving valuation in the current market environment. See our latest analysis for Alamos Gold. After a standout run, Alamos Gold’s share price has cooled a bit lately, with a 30-day share price return of -11.65 percent following an exceptional year-to-date gain of nearly 56 percent. Despite recent volatility, long-term holders...
TSX:CM
TSX:CMBanks

Is CIBC Still a Bargain After a 37.8% Surge and Housing Market News in 2025?

Wondering if Canadian Imperial Bank of Commerce is fairly priced, overvalued, or an opportunity waiting to be seized? You are not alone. We are about to break down the numbers to see where value lies and what might come next for this iconic Canadian stock. In the past year, the stock has surged 37.8%, with an impressive 28.5% return year-to-date, hinting at renewed investor optimism and changing perceptions of risk. Recent news of government initiatives to bolster the Canadian housing...
TSX:BN
TSX:BNCapital Markets

Brookfield's AI Infrastructure Push and Tech Partnerships Could Be a Game Changer for Brookfield (TSX:BN)

In its recent communications, Brookfield Corporation outlined an ambitious plan to achieve 25% annualized growth in distributable earnings per share through 2030, underpinned by targeted investments in AI infrastructure and long-term contracts with leading technology firms like Google and Microsoft. This approach combines robust free cash flow projections, substantial excess cash for buybacks and mergers, and a de-risked push into AI infrastructure, signaling Brookfield's commitment to...
TSX:IMO
TSX:IMOOil and Gas

Imperial Oil (TSX:IMO) Margin Decline Challenges Bullish Value Narrative Despite Dividend Appeal

Imperial Oil (TSX:IMO) reported net profit margins of 9.5%, down from 10.1% last year, with earnings declining over the past year. While revenue is forecast to grow at just 0.7% annually, which trails the Canadian market’s 5% pace, the company’s profitability over the last five years has been noteworthy, posting 33.4% annualized earnings growth. Despite projections for a slight 0.7% annual decline in earnings ahead, Imperial Oil is considered a good value compared to peer average...
TSX:POW
TSX:POWInsurance

A Fresh Look at Power Corporation of Canada (TSX:POW) Valuation Ahead of Q3 2025 Financial Results

Power Corporation of Canada (TSX:POW) is in the spotlight as investors await its third quarter 2025 financial results, set for release on November 12. The follow-up conference call is expected to offer fresh insights. See our latest analysis for Power Corporation of Canada. Power Corporation of Canada’s recent addition to the S&P/TSX Preferred Share Index has kept investor interest high, and the stock’s rally reflects a real shift in sentiment. Its 49% share price return so far this year,...
TSX:CNR
TSX:CNRTransportation

A Look at Canadian National Railway (TSX:CNR) Valuation Following Q3 Earnings Growth and Dividend Affirmation

Canadian National Railway (TSX:CNR) just released its third quarter earnings, reporting higher sales and net income year over year. The company also affirmed its next dividend, signaling steady financial performance to shareholders. See our latest analysis for Canadian National Railway. Canadian National Railway’s upbeat third quarter, fresh leadership appointments, and ongoing dividend announcements have caught investors’ attention and contributed to a recent 5% share price return over the...
TSX:K
TSX:KMetals and Mining

Is Kinross Gold Still a Value Play After 128.9% 2025 Rally?

Ever wondered if Kinross Gold’s impressive run means the stock is truly undervalued, or if the easy gains are behind us? Let’s cut through the noise and get to the numbers. Kinross Gold has seen eye-popping returns recently, up 128.9% year-to-date and a massive 136.4% over the last 12 months, with a slight pullback of -8.0% in the past month. Fueling these moves, investors have responded to sector-wide optimism driven by rising gold prices and strategic asset acquisitions, such as the...
TSX:FOM
TSX:FOMMetals and Mining

Why Foran Mining (TSX:FOM) Is Up 11.6% After Surpassing Milestones at McIlvenna Bay Project

Foran Mining Corporation recently announced that construction at its 100% owned McIlvenna Bay project in Saskatchewan reached 64% completion as of September 30, 2025, remaining on schedule for commercial production in mid-2026 and continuing within budget. This update highlights record quarterly underground development and key project milestones, further reducing operational risk as the project advances toward production. Next, we’ll explore how achieving major construction milestones at...
TSX:OBE
TSX:OBEOil and Gas

Obsidian Energy (TSX:OBE): Losses Narrow by 15% Annually Heading Into Earnings Season

Obsidian Energy (TSX:OBE) remains unprofitable, yet the company has narrowed its losses by 15% per year over the past five years and is projected to turn profitable within three years. Despite concerns around flat revenue and earnings growth, investors appear focused on the turnaround potential and valuation multiples, with shares trading below analyst price targets but well above an estimated fair value. See our full analysis for Obsidian Energy. Next up, we will compare these headline...
TSX:FAR
TSX:FARMetals and Mining

Foraco International (TSX:FAR) Margin Decline Challenges Bullish Narratives Despite Deep Value Discount

Foraco International (TSX:FAR) posted a net profit margin of 7.3%, down from last year’s 8.9%, as earnings growth turned negative despite a solid five-year average annual growth rate of 12.9%. The company’s Price-to-Earnings (P/E) ratio is now 7.6x, which is well below both the Canadian Metals and Mining industry average of 21.2x and the peer average of 31.3x. Shares are trading at CA$2.07, noticeably below the estimated fair value of CA$4.01. This puts the spotlight on valuation, even as the...
TSX:CGO
TSX:CGOTelecom

Can Cogeco’s Dividend Hike Reveal New Priorities in Its Transformation Strategy? (TSX:CGO)

Cogeco Inc. recently reported its full-year financial results for the period ended August 31, 2025, announcing revenue of C$3.01 billion and a 7% increase in its quarterly dividend to C$0.987 per share. The company is in the midst of a three-year transformation program focused on cost efficiencies and revenue generation, responding to industry competition and shifting customer demand toward internet-only services. We'll explore how Cogeco’s dividend increase and transformation program shape...
TSX:TIH
TSX:TIHTrade Distributors

Toromont Industries (TSX:TIH) Margin Dip Counters Bullish Growth Narrative Despite Forecast-Beating Revenue Outlook

Toromont Industries (TSX:TIH) is forecasting revenue growth of 5.9% per year, outpacing the broader Canadian market’s 5% rate. Despite this, the company’s net profit margin has dipped to 9.5% from last year’s 10.9%, and it posted negative earnings growth over the past year. Shares recently traded at CA$168.51, below the calculated fair value of CA$183.86. With a Price-to-Earnings ratio of 28.2x, Toromont stands out as expensive compared to both its industry and peer averages. Investors will...
TSX:TOY
TSX:TOYLeisure

Spin Master (TSX:TOY) Margin Beat Reinforces Optimistic Narratives, One-Off Loss Clouds Quality

Spin Master (TSX:TOY) posted net profit margins of 3.9% in its latest results, up from 2.4% the previous year, as earnings surged 96.1% over the past year despite a longer-term five-year decline averaging 1.2% per year. The stock is trading at CA$20.83, which is well below its discounted cash flow-based fair value estimate of CA$41.56, and its price-to-earnings ratio of 16.6x sits comfortably below both peer and industry averages. While revenue is forecast to rise at a modest 2.8% per year,...
TSX:CS
TSX:CSMetals and Mining

Capstone Copper (TSX:CS) Turns Profitable, But 90x P/E Tests Bullish Valuation Narratives

Capstone Copper (TSX:CS) has recently achieved profitability, a significant turnaround given that earnings had previously contracted by 27.3% per year over the past five years. Looking ahead, forecasts predict earnings growth of 38.6% per year and revenue growth of 13.3% per year, both outpacing the Canadian market. Alongside improved net profit margins and high-quality earnings, shares currently trade at a 90x price-to-earnings ratio, far above the industry average, with the market price...
TSX:ELD
TSX:ELDMetals and Mining

Eldorado Gold (TSX:ELD) Earnings Surge 137.7%, Reinforcing Bullish Growth Narratives

Eldorado Gold (TSX:ELD) posted a 137.7% surge in annual earnings growth, far outpacing its five-year average of 33.4% per year. Net profit margins also climbed, hitting 26.7% compared to last year’s 16%. With profit and revenue forecast to expand well ahead of the Canadian market and no flagged risks to cloud the outlook, investors are eyeing the company’s high-quality earnings and favorable valuation as compelling rewards for the quarter. See our full analysis for Eldorado Gold. Next up, we...
TSX:CPX
TSX:CPXRenewable Energy

Capital Power (TSX:CPX) One-Off Gain Boosts Earnings, Challenging Bullish Margin Narratives

Capital Power (TSX:CPX) has posted eye-catching headline numbers, with earnings rising at an average annual rate of 33.9% over the past five years, despite a slip into negative earnings growth in the most recent period. Net profit margin dropped to 11.7% from last year’s 13.7%, and the bottom line was boosted by a one-off CA$290.0 million gain. Looking ahead, revenue is forecast to grow at 4.1% per year, trailing the Canadian market’s 5%, while earnings are expected to accelerate by 21.3% per...
TSX:RIO
TSX:RIOMetals and Mining

Why Rio2 (TSX:RIO) Is Up 18.7% After Fenix Gold Construction Hits 63 Percent Completion and First Pour Nears

Rio2 Limited announced that construction at its 100% owned Fenix Gold Project in Chile reached 63% completion at the end of Q3 2025, with first gold production scheduled for January 2026 and key components for plant commissioning already in place. This project showcases one of the largest undeveloped gold oxide, heap leach resources in the Americas and highlights the company's ongoing commitment to environmental responsibility and positive regional impact. We'll explore how nearing gold...
TSX:TFII
TSX:TFIITransportation

Could Recent 35.7% Drop Signal an Opportunity in TFI International Stock?

Wondering if TFI International is offering genuine value, or if there’s more to the story just below the surface? You’re not alone, and now is a great time to dig into what’s really driving its price. The stock has seen notable movement lately, from a five-year gain of nearly 110% to a sharp 35.7% year-to-date drop, shifting both growth optimism and risk perceptions. Pressure on the broader transport sector and evolving freight market trends have weighed on the share...
TSXV:UCU
TSXV:UCUMetals and Mining

Ucore Rare Metals (TSXV:UCU): Assessing Valuation as G7 Policy Shifts Boost North American Rare Earth Prospects

Ucore Rare Metals (TSXV:UCU) is gaining attention following its response to the G7 Energy and Environment Ministers’ Meeting, where new policy tools were introduced to strengthen North America's rare earth supply chains. The company’s progress is closely connected to these developments. See our latest analysis for Ucore Rare Metals. There’s no missing the momentum behind Ucore Rare Metals right now. The share price has rocketed 25.3% over the last month alone, building on a remarkable 286%...
TSX:ATD
TSX:ATDConsumer Retailing

A Look at Couche-Tard (TSX:ATD)'s Valuation Following Strong Q1 Results and GetGo Acquisition

Alimentation Couche-Tard (TSX:ATD) just posted stronger first-quarter results, showing positive same-store sales globally and a turnaround in U.S. growth. The company also completed its acquisition of nearly 270 GetGo stores. See our latest analysis for Alimentation Couche-Tard. Despite volatile periods this year, Alimentation Couche-Tard's latest operational wins have captured some renewed optimism. The stock’s total return over the past year remains slightly negative at -1.6%. However, its...
TSX:MX
TSX:MXChemicals

Methanex (TSX:MX) Profit Margin Rebound Reinforces Bullish Narratives Despite Cautious Earnings Outlook

Methanex (TSX:MX) delivered headline growth in its latest results, with revenue forecasted to rise by 7.1% per year, beating the broader Canadian market’s 5% growth rate. Net profit margins reached 7%, up significantly from last year’s 4.1%, and earnings growth surged 73.1% over the past year, well above the company’s 10.7% annual average over five years. These numbers point to a strong uptick in profitability trends that could shape how investors view Methanex going forward. See our full...