Canadian Semiconductors Stock News

TSX:CSH.UN
TSX:CSH.UNHealthcare

Chartwell Retirement Residences (TSX:CSH.UN) Reshapes Its Portfolio, Is It Still 12% Below Fair Value?

Chartwell Retirement Residences (TSX:CSH.UN) has announced a broad set of transactions, including new seniors housing developments in Quebec, Alberta and British Columbia, along with the sale of nine Ontario properties and a July cash distribution. See our latest analysis for Chartwell Retirement Residences. Chartwell Retirement Residences’ recent announcements on new developments, acquisitions and asset sales come as the stock trades at CA$22.92, with a 90 day share price return of 10.40%...
TSX:CNQ
TSX:CNQOil and Gas

Canadian Natural Resources (TSX:CNQ) Stock May Be Undervalued After Carbon Capture Deal

Canadian Natural Resources has delivered a very large 5 year gain while the latest valuation checks still point to the stock screening as undervalued, which raises the question of how much of that strength is already reflected in the current share price. Over the past 5 years, Canadian Natural Resources has returned about 308.4%, a very large move that puts the recent valuation signals under closer scrutiny for anyone considering fresh capital. Progress on the Pathways carbon capture project...
TSX:TRP
TSX:TRPOil and Gas

TC Energy (TSX:TRP) Stock Looks Rich Despite Its 186% Three Year Run

TC Energy stock has delivered strong returns over the last few years. Yet at around C$99.59, the valuation checks lean toward the shares looking expensive rather than like an obvious bargain. Over the last 3 years, TC Energy has returned 185.5%, which puts extra focus on whether the current price still leaves much room for further value to be created. Future valuation for TC Energy may depend heavily on how reliably it can convert its asset base into steady cash flows. At the same time, the...
TSX:CAE
TSX:CAEAerospace & Defense

Can CAE (TSX:CAE) Justify Its Valuation As Nasdaq Inclusion And Saab Deal Draw Interest?

CAE (TSX:CAE) has drawn fresh attention after its shares were added to the NASDAQ Composite Index, shortly after the company signed a Memorandum of Understanding with Saab focused on Gripen fighter training and simulation capabilities in Canada. See our latest analysis for CAE. Those developments arrive as CAE trades at CA$35.51, with recent index inclusion and the Saab collaboration attracting fresh attention even though the year to date share price return is down 16.35% and the 3 year total...
TSX:RCI.B
TSX:RCI.BWireless Telecom

Rogers Communications (TSX:RCI.B) Could Be 23% Below Fair Value On Q2 Results

Rogers Communications (TSX:RCI.B) is back in focus after Q2 2026 results that combined higher sales with a quarterly net loss, along with a reaffirmed CA$0.50 dividend and full year service revenue guidance. See our latest analysis for Rogers Communications. Rogers Communications shares closed at CA$46.20, with a 30 day share price return down 8.48% and year to date share price return down 11.34%, even as the 1 year total shareholder return is up 2.06%. This points to fading near term...
TSX:MAL
TSX:MALAerospace & Defense

Magellan Aerospace (TSX:MAL) Lands Canada Defence Contract As Valuation Questions Linger

Magellan Aerospace (TSX:MAL) recently reported a contract award from the Government of Canada to produce the M-72 Light Anti-Tank Weapon under the Munitions Supply Program, putting fresh focus on the stock’s defence exposure. See our latest analysis for Magellan Aerospace. Magellan Aerospace’s new M-72 LAW contract lands on top of strong recent momentum, with a 30-day share price return of 13.23%, a 90-day share price return of 40.85% and a 1-year total shareholder return of 110.92% pointing...
TSX:BNS
TSX:BNSBanks

Limited Recourse Capital Notes Reset Could Be A Game Changer For Bank of Nova Scotia (TSX:BNS)

The Bank of Nova Scotia has reset the interest rate on its CA$1.25 billion Limited Recourse Capital Notes and matching Additional Tier 1 notes to 5.987% annually from July 27, 2026, while also issuing a series of new senior and subordinated bonds across fixed and floating rate structures. Together with a CA$10.45 million class action settlement over non-sufficient funds fees, these funding moves highlight how BNS is fine-tuning its capital mix and legal exposures within its broader balance...
TSX:TECK.B
TSX:TECK.BMetals and Mining

Teck Resources (TSX:TECK.B) Stock Faces Forecast Doubts After Big Margin Rebound In Q2 Results

Teck Resources (TSX:TECK.B) has reported Q2 2026 revenue of C$3.6 billion and basic EPS of C$1.74, alongside net income of C$854 million, with trailing twelve month EPS sitting at C$5.11 on revenue of C$14.0 billion and net income of C$2.5 billion. Over the past year, Teck Resources has seen net profit margins move from 2.1% to 17.9%, a very large uplift in profitability that sets the backdrop for how investors will read this latest quarterly update and assess whether the margin profile can...
TSX:LSPD
TSX:LSPDSoftware

Lightspeed Commerce (TSX:LSPD) Links Retail Data With Meta, Is The Stock Cheap?

Lightspeed Commerce (TSX:LSPD) has drawn fresh attention after linking its Lightspeed Retail platform with Meta’s Conversions API, allowing physical stores to feed in-store sales data directly into Meta’s ad ecosystem for clearer campaign performance signals. See our latest analysis for Lightspeed Commerce. Despite the product news, Lightspeed Commerce’s recent 1-day share price return of 3.71% to CA$13.97 sits against a weaker backdrop, with the year-to-date share price return down 13.44%...
TSX:BMO
TSX:BMOBanks

Bank of Montreal (TSX:BMO) Stock Stays Fully Priced On A New Credit Facility

After a strong five year run that has seen Bank of Montreal stock deliver a total return of 149.2%, the current Excess Returns intrinsic value estimate and market multiples both indicate the shares are now trading around what the models suggest is a fair level rather than an obvious bargain. Over 5 years, Bank of Montreal has returned 149.2%, which puts current investors in the position of weighing fresh upside against the gains already booked. The newly arranged revolving credit facility...
TSX:NTR
TSX:NTRChemicals

Value Stocks Investors Are Watching As Money Moves Away From High Growth

When high profile stocks like Tesla and SpaceX stumble together, as they have after weaker Q2 results and Starship setbacks, shock waves can ripple across the wider market. That kind of volatility often pushes attention back to value stocks, where lower P/E and P/B ratios leave a bit more room for error. This article looks at how that news might be affecting sentiment and where investors are looking for relatively steadier footing. You will see 3 stocks from our Value Stocks screener that...
TSX:VZLA
TSX:VZLAMetals and Mining

Vizsla Silver (TSX:VZLA) After A Wider Annual Loss Looks About Right Valued

Vizsla Silver (TSX:VZLA) is back in focus after reporting a full year net loss of US$38.69 million for the period ended April 30, 2026, compared with US$5.82 million previously. See our latest analysis for Vizsla Silver. Despite the wider net loss, Vizsla Silver’s recent trading has been resilient, with the latest share price at CA$4.67 and a 7 day share price return of 9.11% pointing to improving short term momentum against a weaker year to date share price return. If this kind of move has...
TSX:FSV
TSX:FSVReal Estate

FirstService (TSX:FSV) Stock Faces Premium P/E As Margins Edge Up To 2.9%

FirstService (TSX:FSV) has put solid headline numbers on the board for Q2 2026, reporting revenue of US$1.4 billion and basic EPS of US$1.00, with trailing twelve month EPS at US$3.54 on revenue of US$5.6 billion. Over recent quarters the company has seen revenue range between US$1.3 billion and US$1.4 billion, while quarterly EPS has moved between roughly US$0.44 and US$1.25. This gives investors a clearer sense of how current earnings sit within its recent track record and, taken together,...
TSX:NG
TSX:NGMetals and Mining

NovaGold Resources (TSX:NG) Stock Looks Fully Priced As Its 46% Run Continues

NovaGold Resources has delivered a 45.9% gain over the past three years, yet its low value score and rich market multiples suggest the stock is not a clear bargain at its recent US$8.36 close. The 45.9% return over three years highlights that long term holders have already seen substantial upside, which can limit the margin of safety for new investors. The planned US$4.2b all share acquisition of the remaining 40% stake in the Donlin Gold project may support long term growth expectations...
TSX:ALS
TSX:ALSMetals and Mining

Altius Minerals (TSX:ALS) Stock May Look Stretched On Its Project Update

Altius Minerals has delivered a very strong run over the past five years, yet its low value score and market multiple checks suggest the stock now leans expensive rather than clearly cheap. The stock has returned 266.5% over five years, which puts extra focus on whether the current price already reflects much of the good news. Recent moves to increase exposure to Great Bay Renewables and to fund growth through a C$181.5 million equity raise can support long term royalty cash flows. However,...
TSX:TRI
TSX:TRIProfessional Services

Thomson Reuters (TSX:TRI) Following The Slide Is The Valuation Case Still Compelling

Thomson Reuters (TSX:TRI) is back on investors’ radar after recent trading, with the stock closing at CA$120.72. The move comes against a backdrop of mixed short and longer term share performance. See our latest analysis for Thomson Reuters. The recent pullback, including a 1 day share price return decline of 1.85% and a 7 day share price return decline of 12.98%, sits against a year to date share price return decline of 31.56%. The 1 year total shareholder return is down 55.95%, indicating...
TSX:NXE
TSX:NXEOil and Gas

NexGen Energy (TSX:NXE) Following A Recent Pullback Is Its Valuation About Right

NexGen Energy (TSX:NXE) has drawn investor attention after a period of mixed share price performance, with the stock rising over the past week but declining over the past month and the past three months. See our latest analysis for NexGen Energy. At a share price of CA$13.17, NexGen Energy has recently bounced over the past week but is still down over the past month and past quarter. Its 1 year and multi year total shareholder returns remain strongly positive, suggesting longer term momentum...
TSX:IVN
TSX:IVNMetals and Mining

Aritzia Stock And Two Insider Backed Growth Names Retail Investors Are Watching

Fast growing stocks with high insider ownership can be especially interesting when inflation, interest rates and energy costs are all in focus and policy signals are mixed across regions. This screener targets companies where analysts and management both hold optimistic outlooks, and where insiders have meaningful skin in the game. That combination may appeal to investors looking for growth that is backed by those closest to the business rather than short term sentiment swings. In this...
TSX:QBR.A
TSX:QBR.ATelecom

How Stronger Canadian Anti‑Piracy Tools Will Impact Quebecor (TSX:QBR.A) Investors

Earlier this week, Quebecor welcomed a Federal Court of Canada omnibus ruling that streamlines enforcement of site‑blocking orders against piracy services that rebrand or shift domains to evade oversight. This more agile legal mechanism strengthens Quebecor’s long-running efforts to curb digital piracy, reinforcing protections for its own content and for Canada’s broader creative ecosystem. We’ll now examine how this enhanced anti‑piracy enforcement framework could influence Quebecor’s...
TSX:CAE
TSX:CAEAerospace & Defense

How New Defense Training Alliances At CAE (TSX:CAE) Have Changed Its Investment Story

Earlier this month, CAE and Saab signed a Memorandum of Understanding to collaborate on Gripen fighter training and mission support in Canada and abroad, while CAE also expanded partnerships with Leonardo on advanced fighter pilot training and with ADM Aéroports de Montréal on autonomous aviation technologies. Together, these agreements deepen CAE's role across next-generation pilot training, mission systems, and uncrewed operations, potentially broadening its access to long-term defense and...