Canadian Specialized REITs Stock News

AtkinsRéalis Group (TSX:ATRL) has been selected for a three year, US$35 million contract with the North Carolina Department of Transportation to continue operating and maintaining statewide and regional traffic management centers. For context, AtkinsRéalis Group shares trade at CA$84.84. The 3 month share price return of 3.34% points to some recent upward momentum, while the 1 year total shareholder return is down 9.86%. This is despite a strong 3 year total shareholder return of 100.13% and...

Why Allied Properties Real Estate Investment Trust Is Back in Focus Allied Properties Real Estate Investment Trust (TSX:AP.UN) has been thrust back into focus as ongoing office market headwinds continue to weigh on its units, even as the trust reports improvements in leasing and balance sheet strength. Investors are weighing reduced corporate space demand, higher financing costs, increased capital needs, and uncertainty around workplace utilization. At the same time, broader geopolitical...

As Canadian investors navigate the complexities of September 2026, they find themselves buoyed by a clearer understanding of AI demand and Federal Reserve policies, even as potential U.S. tariffs loom on the horizon. In this landscape, identifying undervalued stocks on the TSX requires a keen eye for companies that demonstrate strong fundamentals and resilience amidst evolving market conditions.

As Canadian investors navigate September, the market landscape is shaped by robust AI demand and a clear commitment from the Fed to maintain price stability, providing a more stable foundation despite potential headwinds. In this context, growth companies with strong insider ownership can be particularly appealing, as they often signal confidence in the company's prospects and align management's interests with those of shareholders.

As September unfolds, Canadian investors are navigating a market landscape marked by clarity on AI investment cycles and the Federal Reserve's commitment to price stability, while also considering potential challenges from renewed U.S. tariffs. In this context, penny stocks—often smaller or newer companies—continue to present intriguing opportunities for growth at lower price points. Despite being considered a somewhat outdated term, these stocks can offer significant upside when backed by...

This monthly income ETF has paid around 10% annually in distributions, despite holdings yielding 1.49%. Here’s how covered calls help generate its monthly cash.

GoGold Resources (TSX:GGD) has kicked off site construction at its Los Ricos South project in Jalisco, Mexico, following a completed feasibility study and key permitting, with financing, contractors, and long-lead equipment already in place. The Los Ricos South construction update has arrived alongside strong share price momentum. GoGold Resources has posted a 1 month share price return of 50.34% and a year to date share price return of 50.34%, while the 1 year total shareholder return of...

Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Rogers...

Perpetua Resources (TSX:PPTA) shares are back in focus after the company reported construction progress, fresh drilling results and a new modular processing plant for antimony samples tied to U.S. military supply chains. These construction and drilling updates come after a strong run in Perpetua Resources’ share price over the past month, with a 30 day share price return of 31.38% and a 3 year total shareholder return of about 7x, even though short term momentum has recently cooled. Spot...

Kraken Robotics (TSXV:PNG) has drawn fresh attention after reporting its second quarter and half year 2026 results, issuing new revenue guidance for 2026, and adding Joanne Roberts to a senior operating role. Kraken Robotics shares have been under pressure in recent months, with the 30 day share price return down 12.22% and the 90 day share price return down 38.11%. Investors who held on longer term still see a 1 year total shareholder return of 46.13% and a very large 3 year total...

Canadian energy producers are now caught between a paused 2.25% Bank of Canada rate, a sharp U.S.–Canada trade clash, and higher oil prices tied to conflict in the Middle East. That mix is reshaping risks and potential rewards across the TSX. If you want to understand where pressure and support may be building, this article walks through three Canadian energy stocks exposed to these cross currents and what that might mean for your portfolio decisions. The stocks covered below are only a small...

Endeavour Silver (TSX:EDR) is back in focus after the company confirmed that the blockade at its Terronera Mine in Mexico has been lifted, with operations scheduled to resume on August 24, 2026. For investors tracking Endeavour Silver, the resumption of activity at Terronera comes after a strong stretch for the stock, with a 1-month share price return of 46.53% and a year-to-date share price return of 24.09% at a current price of CA$15.4. Scan other silver producers showing similar momentum...

In its Q2 2026 update released earlier this year, Kinross Gold reported strong liquidity of US$4.40 billion and solid free cash flow, reinforcing its capacity to fund growth projects, reduce debt, and return cash to shareholders. A key insight is that this balance-sheet strength underpins major developments like Round Mountain Phase X and Bald Mountain Redbird 2, which are intended to enhance Kinross’s production profile and future cash generation potential. We’ll now examine how Kinross’s...

Sun Life Financial recently announced that its asset management arm SLC Management will lead up to US$10.00 billion of assets for Windsor Life Re, a new U.S. and Bermuda reinsurer formed through a reinsurance and asset management partnership with Wilton Re, alongside fresh dividend rate terms for its Series 10R and 11QR preferred shares. This partnership deepens Sun Life’s role in third‑party reinsurance and fee‑based asset management, potentially expanding its alternatives platform while...

Aecon Group (TSX:ARE) is back in focus after its ONxpress joint venture executed alliance contracts with Metrolinx for the multi billion dollar GO Expansion project in Ontario, adding new work to its construction backlog. Despite the ONxpress contract win, Aecon Group’s share price has eased recently, with a 30 day share price return of down 6.28% and a 90 day share price return of down 6.98%. However, its year to date share price return of 34.49% and very large 3 year total shareholder...

National Bank of Canada (TSX:NA) stock is in focus after the bank reported third quarter and nine month results to July 31, 2026, showing higher net interest income, net income and earnings per share year over year. At a share price of CA$213.99, National Bank of Canada has a 1 day share price return of 2.17%, while the 30 day share price return is down 5.63%. The 1 year total shareholder return of 52.22%, alongside a 5 year total shareholder return of 163.42%, indicates strong longer term...

Fairfax Financial Holdings recently reported second-quarter net earnings of about US$1.39 billion, a 4.8% rise in book value per share, a combined ratio near 93.1%, and a major repurchase of roughly 680,307 subordinate voting shares at around US$1,601 each, while also declaring a past quarterly dividend of US$0.315313 on its Series K Preferred Shares paid on September 30, 2026. Together, the profitable underwriting, higher book value, and sizeable share buyback underline how Fairfax is using...

Neo Performance Materials (TSX:NEO) is drawing fresh attention after signing a binding term sheet with France based Carester SAS. The rare earth partnership focuses on European magnet production, recycling, and expanded processing at Neo’s Silmet facility. Alongside the Carester agreement and the recent Sarfartoq offtake deal, Neo Performance Materials’ CA$32.45 share price has seen a 6.22% 1 day share price return. The 92.13% year to date share price return and 98.11% 1 year total...

Alimentation Couche-Tard stock has cooled in recent weeks, with the share price down about 2.4% over 7 days and roughly 9.6% over 30 days, even after a fresh earnings release. That short term fatigue sits awkwardly beside a quarter in which adjusted diluted earnings per share reached about US$0.90 and trailing net profit margin held near 3.9%. The bigger story now is not today’s tick-by-tick move. It is whether this earnings run, combined with a P/E of 17.1x that sits below industry and peer...

Magna International (TSX:MG) has committed an additional $35 million to Bengaluru based Yuma Energy, increasing its majority stake in the battery swapping specialist for electric two and three wheelers across 18 Indian cities. At a share price of CA$91.05, Magna International has seen a 21.37% year to date share price return. Its 1 year total shareholder return of 51.42% points to stronger long term sentiment than the recent 5.29% 1 month share price pullback suggests, as investors weigh...

Geopolitical shock between Iran and the US has hit markets hard, with indices sliding and Brent crude near $96.6 a barrel. Sharp moves like this can punish some sectors while creating sudden pockets of interest elsewhere, which is why many investors are now scanning global oil and gas producers and explorers more closely. This article breaks down three stocks exposed to the latest news and explains what their risk and reward profiles might look like for you. The stocks covered below are only...

Oil above $90, war risk in the Strait of Hormuz and a more hawkish US Federal Reserve have pushed energy back into the spotlight, with inflation, rates and long term yields all in focus again. That mix can reshape which stocks benefit and which come under pressure. This article walks through three large integrated oil and gas and energy producers in the screener that appear most exposed to this news backdrop and explains why their stories matter now. The three stocks highlighted below are...

Global markets are being pulled in several directions as higher bond yields, rising inflation pressures and heavy AI related borrowing costs reshape how investors think about income stocks. That mix creates pressure for some companies and potential support for others that generate solid cash and dividends. This article walks through three dividend stocks from our Global High Dividend screener that are closely exposed to these forces and explains what their latest catalysts could mean for your...

Oil prices have jumped and that is rippling through markets, lifting some stocks while pressuring others that rely heavily on fuel. When money shifts this quickly, investors who ignore it risk missing out or holding the wrong exposure at the wrong time. This article walks through three large oil and gas producers that are closely tied to the latest move in crude, and explains how each stock is positioned in this new backdrop. The stocks covered below are just a starting sample from this move...