Canadian Specialized REITs Stock News

Dollarama reported Q2 2026 sales of C$2,026.65 million and net income of C$349.32 million, raised fiscal 2027 same store sales guidance to 4% to 4.5%, lifted net new store openings guidance to 65 to 75, and affirmed a C$0.12 quarterly dividend payable in November 2026. The combination of stronger recent earnings, a higher outlook for Canadian comparable sales and store growth, and continued investment in Australia highlights how Dollarama is leaning on its established domestic engine while...

Canadian Imperial Bank of Commerce (TSX:CM) just paired solid third quarter results with fresh fixed income activity by announcing new senior unsecured notes that sit alongside recently completed bond issues across multiple maturities and currencies. For shareholders watching the tape, Canadian Imperial Bank of Commerce has paired this funding activity with firm equity momentum, with the share price up 27.58% year to date and a 1-year total shareholder return of 47.76%. The 3-year total...

Investor optimism around TerraVest Industries (TSX:TVK) picked up after the stock gained 2.69% on 16 September 2026, reflecting interest in its industrial manufacturing footprint and exposure to energy infrastructure demand across North America. That single-day move slots into a mixed picture for TerraVest Industries, with the share price down 28.18% year to date but supported by a much stronger three and five year total shareholder return of 218.01% and 426.51%. This suggests longer term...

Interest rates are climbing again after the US Federal Reserve’s latest hike, which can put pressure on companies that rely heavily on cheap debt and short term market sentiment. Founder led Canadian businesses are often wired differently. Leaders with skin in the game tend to think in decades, not quarters. This article highlights three stocks from this group that show how long term owner leadership can still matter when money is no longer free. The founder led stocks in this article are...

Amerigo Resources performance dividend and investor focus Amerigo Resources (TSX:ARG) has put income front and center after its Board declared a CAD 0.21 per share performance dividend, payable on October 14, 2026, to holders of record on September 21. This special payout gives investors fresh information about how management is choosing to use surplus cash, and it offers a new reference point for assessing Amerigo Resources alongside its recent share price gains. Amerigo Resources has seen...

Hudbay Minerals has attracted attention as copper markets tightened after Chile reported its weakest second quarter output in 19 years and global mine supply was projected to remain flat or decline, while analysts now forecast quarterly EPS of $0.36 compared with a very low base a year earlier. The combination of record copper pricing on the London Metal Exchange and expectations for a very large earnings jump highlights how sensitive Hudbay Minerals’ profitability is to supply driven shifts...

New Pacific Metals recently secured 30 year Administrative Mining Contracts for its Carangas silver project in Bolivia and initiated drilling aimed at upgrading resources and testing potential extensions. The push to advance Carangas and Silver Sand comes as silver demand from electric vehicles, AI data centers, and green energy places extra focus on large undeveloped deposits. The next area of focus is how New Pacific Metals' new 30 year Carangas contracts could influence the longer term...

Tariffs on buyers of Russian crude, fresh sanctions on Moscow and Tehran, and renewed scrutiny of “shadow fleet” tankers are quietly rewiring global energy trade. Supply routes shift, pricing power moves, and certain producers outside Russia suddenly look more important to big importers. This piece unpacks what that reset could mean for your portfolio and breaks down 3 stocks exposed to these headlines that merit a closer look. The stocks you will see in the list below are just a starter set...

Spartan Delta accelerated its Duvernay growth program in Western Canada in 2026, repeatedly lifting production guidance and expanding drilling plans while operating under a newly adopted shareholder rights plan designed to address unsolicited takeover interest. Rising institutional attention, supported by analyst upgrades and revenue of about $370 million alongside roughly $70 million in net income for 2025, contrasts with ongoing negative free cash flow as Spartan Delta funds a capital...

National Bank of Canada has been active in funding markets, including a past CAD 750 million variable rate preferred share issue and multiple recent US dollar fixed income offerings with callable and variable or fixed coupons. The mix of non convertible preferred shares, covered bonds and senior unsecured notes suggests management is fine tuning funding costs, duration and loss absorption without relying on common equity issuance. We will examine how this increased fixed income issuance by...

Higher interest rates in Japan, the US and Europe have pushed up borrowing costs globally, which also affects how investors price future cash flows. That kind of rate backdrop can leave some Canadian companies trading below what their long term cash generation suggests they are worth. This article walks through three Canadian stocks that currently screen as attractively priced on cash flows and explains what sets each one apart. The three stocks that follow are only a small sample of the...

Solaris Resources reported progress at its Warintza copper project in Ecuador, including renewed agreements with key Shuar organizations, completed community Life Plans, advancing permitting workstreams and ongoing drilling and technical studies. The update highlighted that local Warints and Yawi communities now have long-term development plans that explicitly factor mining into their future, which directly links project advancement to clearly defined social priorities. We will now look at...

Colliers International Group reported that Tampa's multifamily market has experienced a pricing power reset, with slowing new construction reducing incoming apartment supply and strengthening rental absorption across existing properties as of September 2026. The shift toward tighter multifamily conditions in Tampa highlights how Colliers' on the ground brokerage and advisory data can inform views on demand for its wider real estate services tied to existing income producing assets. We will...

Allied Gold reported that the Kurmuk Mine in Ethiopia is now connected to the national grid, with first ore processed through the crushing circuit and roughly 1,000,000 tonnes stockpiled to support the ramp-up toward commercial production. The 88-kilometre power line built by Ethiopian Electric Power, backed by a 20-year power purchase agreement at about US$0.04 per kilowatt-hour, supports Kurmuk’s potential role as a low-cost contributor to Allied Gold’s portfolio. This development provides...

Metro has delivered a 65.1% share price gain over the past 5 years, yet a fresh labor agreement and a softer year to date performance raise a simple question for investors. Is the current price of C$91.46 still aligned with the cash flows the business is expected to generate? Over 5 years the stock has climbed 65.1% which puts real weight on whether that past compounding is supported by the company’s underlying cash generation. The tentative deal to end the Laval distribution centre strike...

Savaria Corporation previously announced that its Board approved a higher monthly dividend of C$0.04916 per share, lifting the annual payout to C$0.59 per share starting with the October 9, 2026 distribution to shareholders of record on September 30, 2026, designated as an eligible dividend for Canadian tax purposes. The decision links shareholder payouts directly to financial results in 2025 and early 2026. We will now see how Savaria’s higher monthly dividend, in the context of its recent...

Lundin Gold (TSX:LUG) is back in focus after Ecuador’s tax authority issued a notice of assessment tied to a 2023 sovereign adjustment, outlining a proposed US$154 million liability including possible fines and penalties. The tax assessment arrived during a period when Lundin Gold’s share price had already been under pressure this year, with a year-to-date share price return down 18.39%. This comes despite a 90-day share price return of 16.30% and a very large 3-year total shareholder return...

Talon Metals reported assay results from drill hole 25TK0562A at the Tamarack Nickel-Copper-Cobalt Project, with a 46.43 meter interval of massive and mixed massive sulphide mineralization grading 13.37% Ni and 16.54% Cu, while also choosing the existing Humboldt Mill in Michigan as the processing site instead of building a new Beulah facility. The shift to Humboldt reuses an operating mill, experienced staff, and existing permits, and the record Vault Zone intercept gives Talon Metals more...

Bombardier (TSX:BBD.B) has appointed Jeanne Boillet to its Board of Directors, according to the company's latest announcement. Boillet is described as highly experienced in audit, governance, and technology-enabled transformation at large international organizations. Her appointment adds global oversight and risk expertise to Bombardier's board at a time of focused execution in business aviation. Jeanne Boillet joining the board is important, but Bombardier's broader story runs well beyond a...

As oil prices briefly surged past $100 a barrel, concerns about rising inflation and potential interest rate hikes have kept Canadian markets on edge. Despite these challenges, strong corporate earnings continue to support the case for investing in stocks. Penny stocks, though often overlooked and considered niche, can still present growth opportunities when backed by solid financial health. In this context, we explore several penny stocks that combine balance sheet strength with long-term...

TransAlta reported that its subsidiary, TransAlta Centralia Generation LLC, previously received a United States Department of Energy order requiring Centralia Unit 2 in Washington State to remain available for operation for 90 days, through December 12, 2026, and confirmed its intention to comply and coordinate with federal and state authorities. The mandate keeps an aging thermal unit in play for longer than previously planned, which may affect TransAlta's near term capacity mix, operating...

Elemental Royalty Corporation declared a quarterly dividend of US$0.03 per common share, or US$0.12 annualized for 2026, with a record date on 30 September 2026 and payment expected around 15 October 2026. The company is offering shareholders the choice of receiving the payout in either fiat currency or digital gold via Tether Gold (XAU₮). This dividend structure links Elemental Royalty’s cash return policy directly to a digital gold option. It could appeal to investors who want exposure to...

NGEx Minerals (TSX:NGEX) has just paired fresh metallurgical results from its Lunahuasi copper gold silver project in Argentina with a recent board refresh, giving investors new data on both project execution and governance. NGEx Minerals is trading at CA$24.98 after a 1-day share price return of 3.1%, although the 30-day share price return is down 7.55% and short-term momentum has softened even as the 1-year total shareholder return of 26.1% sits against a very large 5-year total shareholder...

Vizsla Silver reported first quarter results for the period ended July 31, 2026, showing a net loss of US$19.82 million and basic and diluted loss per share from continuing operations of US$0.102769, compared with net income of US$1.22 million and earnings per share of US$0.017226 a year earlier. The shift from profit to a sizeable quarterly loss highlights pressure on Vizsla Silver's underlying economics. This could reflect higher costs, project spending or softer operating performance that...