TSX:BTE
TSX:BTEOil and Gas

How Juniper’s Stake Reduction via Block Trade Will Impact Baytex Energy (TSX:BTE) Investors

In January 2026, Juniper Capital Advisors disclosed that its affiliate Juniper RCR Holdings agreed to sell 20,265,188 Baytex Energy common shares in a private block trade, reducing its ownership stake to under 10% of the company. This sizable secondary transaction by a once-larger shareholder highlights shifting institutional positioning around Baytex ahead of its presentation at the 29th Annual CIBC Western Institutional Investor Conference in Whistler. We'll now explore how Juniper’s...
TSX:NFI
TSX:NFIMachinery

NFI Group (TSX:NFI) Valuation Check As New Electric Bus Contracts Highlight Recovery And Ongoing Risks

NFI Group (TSX:NFI) is back in focus after securing new contracts to supply battery electric and low emission buses to major North American cities, drawing fresh attention to its order book and funding exposure. See our latest analysis for NFI Group. Those new contracts arrive after a strong run in the shares, with NFI Group now trading at CA$16.68 and showing a 21.49% 3 month share price return alongside a 25.04% 1 year total shareholder return. This suggests momentum has been rebuilding...
TSX:APM
TSX:APMMetals and Mining

Assessing Andean Precious Metals (TSX:APM) Valuation After PMB Partners Secondary Offering And Liquidity Boost

Andean Precious Metals (TSX:APM) is back in focus after a major shareholder, PMB Partners LP, launched a C$83.1m bought secondary offering of 7,915,000 common shares at C$10.50. The offering is aimed at widening the investor base. See our latest analysis for Andean Precious Metals. The bought deal has landed after a strong run in the shares, with a 90 day share price return of 60.17% and an 18.56% year to date share price gain feeding into very large 1 year and 3 year total shareholder...
TSX:TRI
TSX:TRIProfessional Services

How Thomson Reuters' Trust in AI Alliance Launch At Thomson Reuters (TSX:TRI) Has Changed Its Investment Story

In January 2026, Thomson Reuters announced the launch of the Trust in AI Alliance, convened through Thomson Reuters Labs to advance trustworthy, agentic AI systems for high-stakes professional use. By uniting senior engineering and product leaders from Anthropic, AWS, Google Cloud, OpenAI, and Thomson Reuters, the alliance aims to engineer reliability, accountability, and transparency directly into AI architectures and share practical insights with the wider industry. We’ll now examine how...
TSX:WRN
TSX:WRNMetals and Mining

Western Copper And Gold (TSX:WRN) Valuation Check As New COO Brings Major Project Experience

Western Copper and Gold (TSX:WRN) is back on investor radars after the company appointed Robert Dirk as Chief Operating Officer, bringing 37 years of large scale mining project experience. See our latest analysis for Western Copper and Gold. The appointment of an experienced operator like Robert Dirk comes as Western Copper and Gold’s share price has moved to CA$5.16, with a 30 day share price return of 32.31% and a 1 year total shareholder return of 265.96%, suggesting momentum has been...
CNSX:DPRO
CNSX:DPROAerospace & Defense

Assessing Draganfly (CNSX:DPRO) Valuation After New Public Safety Drone Deployment In Europe

Interest in Draganfly (CNSX:DPRO) has picked up after the company announced that its drones will carry Smith Myers’ ARTEMIS mobile phone detection systems for Search and Rescue Sweden in public safety missions across Europe. See our latest analysis for Draganfly. These SAR and governance updates come after a mixed period for investors, with a 30 day share price return of 17.63% and a very large 1 year total shareholder return of 151.54%, set against a 3 year total shareholder return decline...
TSX:CM
TSX:CMBanks

Is Canadian Imperial Bank of Commerce (TSX:CM) Pricing Looked At Differently After Strong Multi‑Year Gains?

If you are wondering whether Canadian Imperial Bank of Commerce (CM) is offering fair value at around C$127.04 a share, you are not alone; many investors are asking the same question right now. The stock has been relatively steady in the short term, with a 1.1% decline over the last 7 days, a 0.3% return over 30 days, 0.6% year to date, and a 44.9% return over the past year, alongside very large gains over 3 and 5 years. Recent attention on CM has been shaped by ongoing discussions around...
TSX:HWX
TSX:HWXOil and Gas

The Bull Case For Headwater Exploration (TSX:HWX) Could Change Following Strong 2025 Per-Share Production Growth

Headwater Exploration Inc. recently reported unaudited fourth-quarter 2025 average production of about 24,250 boe/d and full-year 2025 volumes of roughly 22,750 boe/d. The company also highlighted about 12% year-over-year production per share growth, underscoring how its output expansion is being achieved on a per-share basis rather than just through scale. Against this backdrop of production per share growth, we will now explore what these results mean for Headwater Exploration’s broader...
TSX:GOLD
TSX:GOLDMetals and Mining

Do New Whistler Targets Shift GoldMining (TSX:GOLD)’s Path From Explorer To Potential Developer?

U.S. GoldMining Inc. recently reported initial results from its 2025 exploration program at the Whistler Gold-Copper Project in Alaska, outlining four new high-priority gold-copper porphyry targets and supporting plans for deeper drilling in summer 2026. The company is also advancing a preliminary economic assessment for Whistler, with findings expected before the end of Q1 2026, highlighting a clearer path toward evaluating the project’s potential. We’ll now examine how the discovery of new...
TSX:NTR
TSX:NTRChemicals

Is It Time To Reassess Nutrien (TSX:NTR) After Its 33% One-Year Rally?

If you are wondering whether Nutrien's current share price lines up with its underlying worth, you are not alone. That is exactly what this article will unpack for you. Nutrien's shares recently closed at $97.11, with returns of 5.1% over 7 days, 11.8% over 30 days, 11.9% year to date and 33.3% over 1 year. This naturally raises questions about how these moves compare to the company's estimated value. Recent attention on Nutrien has largely centered on its role in global agriculture and...
TSX:IVN
TSX:IVNMetals and Mining

Why Ivanhoe Mines (TSX:IVN) Is Up 8.0% After Record Kamoa-Kakula Copper Output

Ivanhoe Mines reported that its Kamoa-Kakula operation delivered record 2025 production, including 388,838 tonnes of copper in concentrate and strong fourth-quarter performance above the Phase 3 concentrator’s design capacity, while zinc output also reached new highs and met guidance. At the same time, the Platreef Mine in South Africa has moved from first concentrate production in late 2025 to a rapid development phase, with the upcoming Shaft #3 expected to lift hoisting capacity to 5.0...
TSX:CCA
TSX:CCATelecom

Is Softer Earnings with a Steady Dividend Altering The Investment Case For Cogeco Communications (TSX:CCA)?

Cogeco Communications Inc. recently reported first-quarter 2026 results, with sales of C$707.25 million and net income of C$88.68 million, both lower than a year earlier, while also affirming a quarterly dividend of C$0.9870 per share payable on February 11, 2026. This mix of reduced earnings and a maintained dividend payout highlights management’s current capital allocation priorities amid softer operating performance. We will examine how Cogeco Communications’ weaker year-over-year...
TSX:PAAS
TSX:PAASMetals and Mining

Pan American Silver (TSX:PAAS) Valuation Check After Record 2025 Output And New 2026 Guidance

Pan American Silver (TSX:PAAS) just released record silver production for Q4 and full year 2025, beating its updated guidance, and paired that with fresh 2026 output targets and a sizeable capital spending plan. See our latest analysis for Pan American Silver. The record 2025 silver output and fresh 2026 guidance arrive alongside sharp share price momentum, with a 90 day share price return of 73.62% and a 1 year total shareholder return of 178.91%, pointing to rising optimism and a higher...
TSX:EDR
TSX:EDRMetals and Mining

Endeavour Silver (TSX:EDR) Is Up 18.9% After Diversifying Its 2026 Metals Production Mix - Has The Bull Case Changed?

Earlier in January 2026, Endeavour Silver Corp. issued 2026 production guidance, outlining expected silver, gold, and base metal output from its Terronera, Guanaceví, and Kolpa mines, with a combined forecast of 14.6 million to 15.6 million silver equivalent ounces. Beyond higher silver-equivalent volumes, the guidance highlights Kolpa’s meaningful lead, zinc, and copper contribution, signaling a shift toward a more diversified metals revenue mix. With this context, we’ll explore how...
TSXV:THX
TSXV:THXMetals and Mining

Assessing Thor Explorations (TSXV:THX) Valuation After Special Dividend And 2026 Production Guidance

Dividend event and fresh guidance catch investor attention Thor Explorations (TSXV:THX) has put itself on income investors' radar by pairing a special bonus dividend with its regular fourth quarter payout, while simultaneously updating fourth quarter production results and 2026 guidance. The company plans a total fourth quarter dividend of CA$0.0275 per share, combining a CA$0.0125 regular dividend with a CA$0.015 bonus payment. Key dates cluster around January and February 2026. See our...
TSX:GMIN
TSX:GMINMetals and Mining

Is G Mining Ventures (TSX:GMIN) Using Higher-Grade Ore To Quietly Redraw Its Cost Curve?

G Mining Ventures recently issued operational guidance for 2026 and 2027 and presented at the 29th Annual CIBC Western Institutional Investor Conference, outlining expected gold production ranges from its Tocantinzinho mine and progress at the Oko West project. The guidance underscores a planned shift to higher-grade ore and increased capital spending, signaling a potential transformation in the company’s production profile and cost structure. We’ll now explore how this updated production...
TSX:AQN
TSX:AQNIntegrated Utilities

A Look At Algonquin Power & Utilities (TSX:AQN) Valuation After Analyst Upgrade And 2026–2027 Growth Outlook

Algonquin Power & Utilities (TSX:AQN) is back in focus after an analyst upgrade related to seven active rate cases, alongside forecasts for double digit earnings growth in 2026 and more than 20% growth in 2027. See our latest analysis for Algonquin Power & Utilities. At a share price of CA$8.74, Algonquin Power & Utilities has seen a 90 day share price return of 8.44%, while its 1 year total shareholder return of 44.67% suggests momentum has been building despite a weaker 5 year total...
TSXV:ATX
TSXV:ATXMetals and Mining

Why ATEX Resources (TSXV:ATX) Is Up 17.3% After Expanding Its Valeriano Land Package

In January 2026, ATEX Resources Inc. expanded its land package adjacent to the Valeriano copper-gold project in Chile by consolidating the Nuevo Horizonte claims, adding the Pachuy and Chollay porphyry targets for future exploration using existing camp infrastructure. This move broadens the exploration footprint around what ATEX describes as the largest high-grade porphyry project in Chile in over a decade, creating new optionality through multiple untested targets with historical...
TSXV:DV
TSXV:DVMetals and Mining

A Look At Dolly Varden Silver's (TSXV:DV) Valuation After New Wolf Vein Drilling Results

Dolly Varden Silver (TSXV:DV) is back in focus after fresh drilling results from the Wolf Vein, where high-grade silver intercepts and Torbrit-style mineralization across the Central Valley Fault are sharpening interest in the Kitsault Valley story. See our latest analysis for Dolly Varden Silver. That drilling update has landed against a backdrop of strong momentum, with a 10.32% 7 day share price return, a 29.63% 90 day share price return and a 96.43% 1 year total shareholder return. This...
TSX:KEY
TSX:KEYOil and Gas

Did Alberta EnviroFuels Outage and Legacy Forest Plan Just Shift Keyera's (TSX:KEY) Investment Narrative?

Keyera Corp. has announced that its Alberta EnviroFuels iso-octane facility suffered a critical equipment failure earlier this month, triggering an extended unplanned outage until May 2026 while the company pulls forward a six-week major turnaround and raises its 2026 maintenance capital guidance. At the same time, Project Forest revealed a voluntary Keyera-funded “Legacy Forest” restoration in Strathcona County, underscoring how the company is pairing a high-profile operational setback with...
TSX:MTL
TSX:MTLTransportation

Is It Time To Reassess Mullen Group (TSX:MTL) After Strong Multi Year Share Price Gains

If you are looking at Mullen Group and wondering whether the current share price offers fair value, this article will break down what the numbers are really saying about the stock. The share price recently closed at $16.77, with returns of 0.6% over 7 days, 3.5% over 30 days, 4.9% year to date, 19.3% over 1 year, 42.1% over 3 years, and 108.5% over 5 years. These figures can change how investors think about both opportunity and risk. Recent attention on Mullen Group has focused on how the...
TSX:TA
TSX:TARenewable Energy

Is It Time To Reassess TransAlta (TSX:TA) After A Year Of Share Price Weakness?

If you are wondering whether TransAlta's share price fairly reflects its underlying value today, you are not alone. This article is built to help you frame that question clearly. TransAlta's recent returns have been mixed, with the share price roughly flat over 7 days and 30 days at about 0.2% decline in each period, and a 2.5% decline year to date, even though the 3 year and 5 year returns sit at 41.9% and 69.3% respectively. Over the past year, the stock has recorded an 8.6% decline, which...
TSX:AGI
TSX:AGIMetals and Mining

A Look At Alamos Gold (TSX:AGI) Valuation After New High Grade Discoveries In Mexico

Alamos Gold (TSX:AGI) is back in focus after new surface drilling results in Mexico extended high grade gold mineralization at Puerto Del Aire and Cerro Pelon, along with a fresh sulphide discovery at the Halcon target. See our latest analysis for Alamos Gold. The recent exploration updates arrive alongside strong share price momentum, with a 34.75% 90 day share price return and a very large 5 year total shareholder return. This suggests investors are increasingly pricing in both growth...
TSX:TD
TSX:TDBanks

A Look At Toronto-Dominion Bank’s Valuation As Buybacks And Debt Redemption Reshape Capital Allocation

Capital moves at TD: buybacks and debt redemption The Toronto-Dominion Bank (TSX:TD) has put capital management in focus, pairing a new share repurchase program with ongoing buybacks and a planned redemption of subordinated notes that affects its funding mix. See our latest analysis for Toronto-Dominion Bank. TD’s capital moves come as the share price sits at CA$130.37, with a 90 day share price return of 15.02%, while the 1 year total shareholder return of 65.36% points to strong recent...