In recent days, Franco-Nevada has come under pressure as investors reassessed its exposure to a legally disputed Latin American asset and a softer precious metals outlook, putting its business mix under closer scrutiny.
The episode has thrown fresh attention on how Franco-Nevada’s royalty and streaming model can limit direct operational risk while still leaving the company exposed to concentration and geopolitical uncertainties.
Next, we’ll examine how concerns over the disputed Latin...
Interest in Fortis (TSX:FTS) has picked up as investors focus on its long history of dividend increases and a large capital investment plan focused on regulated utility infrastructure across Canada, the US, and the Caribbean.
See our latest analysis for Fortis.
At a share price of $71.63, Fortis has seen a modest 30 day share price return of 2.10%, while the 1 year total shareholder return of 26.11% points to steady, income driven momentum rather than sharp short term swings.
If Fortis has...
Why Nutrien’s Profertil exit matters for shareholders
Nutrien (TSX:NTR) has closed the sale of its 50% stake in Argentine nitrogen producer Profertil S.A., a move that fits a wider divestment effort across its agricultural input assets.
The company has raised about $900 million in gross proceeds from these asset sales since late 2024. It plans to direct this capital toward targeted growth projects, share repurchases, and paying down debt.
See our latest analysis for Nutrien.
At a share price...
In recent days, NBC Global Finance Limited, linked to National Bank of Canada, disclosed the sale of 1,553,823 JTC plc shares, while the bank also commented on Canadian trade data, Montreal housing trends, and macro priorities including a 17%+ ROE target by 2027.
Together with commentary on its consistent dividends, focused growth in wealth management and regional markets, and disciplined capital deployment, these updates highlight National Bank of Canada’s positioning as an income-oriented...
If you are wondering whether Centerra Gold's current share price reflects its true worth, you are not alone; many investors are asking the same question right now.
The stock recently closed at $21.39, with returns of 10.1% over 7 days, 9.6% over 30 days, 10.1% year to date, 161.6% over 1 year and 185.6% over 3 years, along with a 73.7% return over 5 years.
Recent news around Centerra Gold has focused on ongoing operational updates, project developments and how the company is positioned...
OR Royalties Inc. recently reported preliminary fourth-quarter 2025 revenues from royalties and streams of $90.5 million and full-year revenues of $277.4 million, alongside attributable production of 21,735 and 80,775 gold equivalent ounces for the quarter and year, respectively.
These record royalty and streaming revenues, paired with solid gold equivalent ounce output, underscore the company’s capacity to convert production exposure into growing top-line results.
With record full-year...
CIBC Capital Markets recently reiterated its outperform rating on Exchange Income, highlighting potential growth for its PAL Aerospace unit in maritime surveillance around Greenland amid rising Arctic security attention and Denmark’s funded defence commitments.
An interesting angle is PAL Aerospace’s existing engagement with Greenland authorities, which could give Exchange Income an operational head start if new surveillance mandates emerge in the region.
We’ll now explore how this potential...
In recent days, Imperial Oil highlighted continued operational efficiency gains across its oil sands and downstream assets, alongside robust free cash flow supporting aggressive share repurchases and gradually rising dividends.
What stands out is how management’s clear capital-return framework and ongoing emissions-reduction and carbon-capture efforts are shaping analyst and investor perceptions of the company’s quality and resilience.
We’ll now explore how this reaffirmed focus on...
Birchcliff Energy (TSX:BIR) is back in focus after a mix of insider share purchases and improving sentiment toward natural gas prices drew fresh attention to the stock’s income profile and balance sheet.
See our latest analysis for Birchcliff Energy.
At a share price of CA$7.13, Birchcliff’s recent 23.6% 90 day share price return contrasts with a slightly negative year to date share price return. The 1 year total shareholder return of 21% and very large 5 year total shareholder return suggest...
