TSX:CCO
TSX:CCOOil and Gas

Cameco (TSX:CCO) Valuation Check After Strong Multi Year Returns And Premium P/E Multiple

Why Cameco Is Back On Investor Radars Cameco (TSX:CCO) has been drawing fresh attention after its recent share price moves, with the stock showing double digit total returns over the past year and past 3 months. For investors tracking longer periods, Cameco’s reported 3 year and 5 year total returns are very large, alongside annual revenue of CA$3,464.18b and net income of CA$525.98b, according to the latest available figures. See our latest analysis for Cameco. The CA$169.23 share price sits...
TSX:AC
TSX:ACAirlines

How Investors May Respond To Air Canada (TSX:AC) Turning Flight Attendant Wage Talks Over To Arbitration

Air Canada has begun wage arbitration with the Canadian Union of Public Employees after flight attendants voted over 99% to reject the airline’s final wage offer, following months of tense negotiations and federal intervention around their right to strike. The move to binding arbitration puts Air Canada’s labour relations and future cabin-crew cost structure under a spotlight, with implications for service reliability and operating flexibility. Next, we examine how this shift to binding...
TSX:T
TSX:TTelecom

TELUS’ Hybrid Notes Redemption And Sustainability Gains Might Change The Case For Investing In TELUS (TSX:T)

TELUS Corporation recently completed the full redemption of its outstanding C$600 million 3.75% Notes, Series CV due March 10, 2026, funded by its December 2025 Hybrid Notes offering, while also advancing its profile as a sustainability leader and expanding its presence in digital health. Corporate Knights ranked TELUS 21st in its 2026 Global 100 Most Sustainable Corporations list, reflecting rapid progress in areas such as digital health platforms, smart energy solutions, and emissions...
TSX:LSPD
TSX:LSPDSoftware

Assessing Lightspeed Commerce (TSX:LSPD) Valuation After Weak Recent Share Returns

What Lightspeed Commerce’s recent performance tells you Without a specific news announcement driving attention, interest in Lightspeed Commerce (TSX:LSPD) today largely reflects its recent share performance and financial profile, which together are giving investors fresh data points to consider. See our latest analysis for Lightspeed Commerce. At a share price of $15.28, Lightspeed Commerce’s recent 1 day share price return of 0.33% sits against a weaker backdrop, with a 30 day share price...
TSX:SVM
TSX:SVMMetals and Mining

Is It Too Late To Consider Silvercorp Metals (TSX:SVM) After Its 272% One-Year Run?

If you are wondering whether Silvercorp Metals is offering good value at its current price, you are not alone. That is exactly what this article is going to unpack. The shares recently closed at $16.49, with returns of 18.0% over 7 days, 34.3% over 30 days, 44.0% year to date, 272.3% over 1 year, 260.6% over 3 years and 136.7% over 5 years, which has put the stock firmly on many investors' radar. Recent coverage of Silvercorp Metals has largely focused on its position as a precious metals...
TSX:BITF
TSX:BITFSoftware

Bitfarms (TSX:BITF) Is Down 8.3% After Latin America Exit And AI-Focused Pivot - What's Changed

Bitfarms Ltd. recently appointed Edie Hofmeister as Chair of the Board and agreed to sell its 70 MW Bitcoin mining site in Paso Pe, Paraguay to Sympatheia Power Fund for US$9,000,000 in cash at closing plus up to US$21,000,000 in milestone payments, marking a full exit from Latin America and reinforcing its move toward a U.S. domicile. The combination of leadership change and redeployment of accelerated cash flows toward North American high-performance computing and AI infrastructure signals...
TSX:CVE
TSX:CVEOil and Gas

Does Geopolitics-Driven Oil Spike Reshape the Bull Case For Cenovus Energy (TSX:CVE)?

In recent days, Cenovus Energy has been lifted by a sharp rebound in global crude oil prices, driven largely by geopolitical tensions in the Middle East that pushed WTI futures higher. An underappreciated angle is that delays in Venezuelan crude entering the U.S. market ease near-term competitive pressure, subtly improving Cenovus’s positioning among North American suppliers. With this backdrop of tighter perceived supply and higher oil prices, we’ll examine how these forces shape Cenovus...
TSX:ENB
TSX:ENBOil and Gas

Enbridge Dividend Increase Highlights Longstanding Income Story And Key Risks

Enbridge (TSX:ENB) announced another dividend increase, extending its dividend growth streak to 31 consecutive years. The company highlighted the role of long-term contracts and government-regulated revenues in supporting its payout. The dividend update comes with Enbridge shares at CA$65.39. For income-focused investors watching Enbridge at CA$65.39, this new dividend increase and 31-year growth streak highlight how central the payout is to the TSX:ENB story. Over the past 5 years, the...
TSX:BNS
TSX:BNSBanks

Should Scotiabank’s North American Pivot and KeyCorp Stake Require Action From Bank of Nova Scotia (TSX:BNS) Investors?

In recent months, Bank of Nova Scotia has accelerated its shift away from Latin America by selling operations in Colombia, Panama, and Costa Rica, while strengthening its North American footprint through a 14.9% stake in U.S. regional lender KeyCorp and ongoing restructuring efforts. This refocusing, combined with an expected C$89 million boost to upcoming quarterly net income from the KeyCorp investment, highlights how the bank is reshaping its earnings mix toward North American lending and...
TSXV:KTN
TSXV:KTNMetals and Mining

Kootenay Silver (TSXV:KTN) Is Up 9.5% After Advancing Columba Drilling And La Cigarra Assessment - Has The Bull Case Changed?

Kootenay Silver Inc. recently reported additional assay results from nine drill holes at its Columba high-grade silver project in Chihuahua, Mexico, part of a fully funded 50,000-meter program aimed at expanding its 54.1 Moz inferred silver resource that remains open in all directions. Alongside this aggressive drilling, the company has engaged Sacré-Davey Engineering Inc. and Canenco Consulting Corp. to prepare a Preliminary Economic Assessment for its La Cigarra project, underscoring a...
TSX:BIR
TSX:BIROil and Gas

Is Birchcliff Energy’s (TSX:BIR) Self-Funded 2026 Plan Quietly Redefining Its Long-Term Capital Strategy?

Birchcliff Energy recently released its 2026 budget and updated five-year outlook, outlining a C$325–C$375 million capital program aimed at modest production growth while fully utilizing existing infrastructure and maintaining its quarterly dividend. A key feature of the plan is a long-term target to lift average production to about 105,000 boe/d by 2030 while sharply reducing debt and advancing the Elmworth and Goodfare Gas Plant developments using internally generated funds. We’ll now...
TSX:CNQ
TSX:CNQOil and Gas

Canadian Natural Weighs $1b Gas Deal And Future Shareholder Payouts

Canadian Natural Resources (TSX:CNQ) is in advanced talks to acquire a major natural gas asset portfolio from Tourmaline Oil. The package centers on Tourmaline’s Peace River natural gas business in Alberta. Regulatory filings have been submitted, signaling that negotiations are well progressed. The potential deal value is reported at more than $1b. For you as an investor, this potential move matters because TSX:CNQ is already one of Canada’s largest oil and gas producers, with a mix of...
TSX:GMIN
TSX:GMINMetals and Mining

A Look At G Mining Ventures (TSX:GMIN) Valuation After New 2026 And 2027 Operational Guidance

G Mining Ventures (TSX:GMIN) shares reacted after the company issued new 2026 and 2027 operational guidance, outlining higher planned gold output, cost efficiency goals, and confirming timelines for its Oko West and Tocantinzinho projects. See our latest analysis for G Mining Ventures. Those 2026 and 2027 guidance details appear to have shifted sentiment quickly, with the share price up 10.75% over one day and a 90 day share price return of 69.06%. The one year total shareholder return is...
TSX:ENGH
TSX:ENGHSoftware

Enghouse Systems (TSX:ENGH) Is Down 6.3% After Hitting a 12‑Month Low on Heavy Volume Has The Bull Case Changed?

In recent trading, Enghouse Systems drew attention as its shares touched a new 12‑month low amid heavier‑than‑usual volume and cautious brokerage commentary. This combination of increased trading activity and more restrained analyst views has sharpened investor focus on the company’s enterprise software operations across customer interaction and asset management markets. Next, we will examine how the more cautious analyst commentary may influence Enghouse Systems’ investment narrative and...
TSX:JWEL
TSX:JWELPersonal Products

How Influenza-Driven Demand And M&A Signals At Jamieson Wellness (TSX:JWEL) Has Changed Its Investment Story

In recent commentary, Stifel Canada analyst Justin Keywood highlighted pharmacy feedback showing a December spike in influenza cases, which he linked to potentially strong past fourth and upcoming first quarter results for Jamieson Wellness, given its meaningful Canadian revenue exposure. Keywood also indicated that Jamieson Wellness may be preparing to restart M&A activity, a move that could expand its scale and make it a more compelling acquisition candidate. We’ll now examine how the...
TSX:MAU
TSX:MAUMetals and Mining

Assessing Montage Gold (TSX:MAU) Valuation After Faster Than Expected Koné Project Progress

Montage Gold (TSX:MAU) has drawn fresh attention after reporting faster than expected construction progress at its Koné project in Côte d’Ivoire, with initial oxide-circuit gold production now targeted for late Q4 2026. See our latest analysis for Montage Gold. The recent construction update appears to sit alongside strong market momentum, with a 19.6% 30 day share price return, a 65.3% 90 day share price return and a very large 1 year total shareholder return. This suggests investors are...
TSX:KEY
TSX:KEYOil and Gas

Keyera (TSX:KEY) Valuation After Alberta EnviroFuels Outage And 2026 Margin Impact

Why the Alberta EnviroFuels outage matters for Keyera Keyera (TSX:KEY) has reported an extended unplanned shutdown at its Alberta EnviroFuels facility after a critical component failure. This will keep the iso octane plant offline until May 2026 and has prompted an early major turnaround. Because Alberta EnviroFuels is a key part of Keyera’s liquids business, the outage is expected to affect 2026 realized margins, maintenance capital spending, and guidance. This helps explain the recent stock...
TSX:WPM
TSX:WPMMetals and Mining

Could Wheaton Precious Metals’ (TSX:WPM) Hemlo Streaming Deal Redefine Its Risk‑Reward Profile?

Wheaton Precious Metals recently presented at the 29th Annual CIBC Western Institutional Investor Conference in Whistler, highlighting its precious metals streaming business model and new Hemlo project financing structure. The company’s ability to secure long-term gold purchase rights at steep discounts to spot prices is drawing attention as an alternative way to gain metals exposure with potentially lower operational risk. Next, we’ll examine how Wheaton’s discounted streaming agreements,...
TSX:ELD
TSX:ELDMetals and Mining

A Look At Eldorado Gold’s Valuation As Greek Projects And Lamaque Output Progress

Eldorado Gold (TSX:ELD) is back in focus after an operational update tied to its Greek growth projects, including Skouries and the Olympias Expansion, alongside fresh board-level mining expertise. See our latest analysis for Eldorado Gold. The recent operational progress in Greece and a stronger quarter at Lamaque have coincided with firm price momentum, with a 30 day share price return of 20.99% and a 90 day share price return of 61.81%, while the 1 year total shareholder return of 179.42%...
TSX:BAM
TSX:BAMCapital Markets

Is Brookfield Asset Management (TSX:BAM) Pricing Reflect Its Alternative Assets Growth Story?

If you are wondering whether Brookfield Asset Management is attractively priced right now, it helps to separate short term share moves from the underlying long term value story. The stock last closed at $69.82, with returns of 4.2% decline over 7 days, 3.1% decline over 30 days, 4.9% decline year to date, but an 80.2% gain over 3 years and an 11.6% decline over 1 year, which can signal changing expectations and risk perceptions among investors. Recent news flow has focused on Brookfield...
TSXV:SYH
TSXV:SYHOil and Gas

Alpha Exploration And 2 Other TSX Penny Stocks To Consider

The Canadian market has demonstrated remarkable stability, with the TSX hitting record highs despite a barrage of geopolitical and policy-related headlines. In such a resilient market, investors often look beyond the noise to focus on fundamentals, which can be particularly rewarding when considering penny stocks. Although the term "penny stocks" might seem outdated, these smaller or newer companies can offer unique opportunities for growth and value when backed by strong financials.
TSX:CM
TSX:CMBanks

A Look At Canadian Imperial Bank of Commerce’s Valuation After Recent Share Price Gains

Recent performance snapshot and business profile Canadian Imperial Bank of Commerce (TSX:CM) has seen mixed share performance recently, with roughly a 2% decline over the past month and a gain of about 10% over the past 3 months. For context, the bank reports annual revenue of CA$26,791m and net income of CA$8,065m, with both metrics showing single digit annual growth based on the latest figures provided. See our latest analysis for Canadian Imperial Bank of Commerce. At a share price of...
TSX:EMA
TSX:EMAElectric Utilities

How Investors May Respond To Emera (TSX:EMA) Dividend Hike, Downgrade And C$20 Billion Capital Plan

In January 2026, Emera’s board declared a quarterly dividend of C$0.7325 per common share and specific quarterly dividends across seven series of First Preferred Shares, all payable on or after February 13, 2026 to shareholders of record as of January 30, 2026. Around the same time, Bank of America downgraded Emera’s stock citing valuation concerns, even as the company announced a C$20.00 billion five-year capital plan and reaffirmed its earnings guidance. Next, we’ll examine how Bank of...