Canadian Specialized REITs Stock News

TSX:X
TSX:XCapital Markets

TMX Group (TSX:X) Valuation Check After Earnings, Dividend Hike And IPO Pipeline Commentary

TMX Group (TSX:X) is back on radar after its latest quarterly and full year 2025 results, a 9% dividend increase to $0.24 per share, and fresh commentary around recurring revenues and IPO pipeline depth. See our latest analysis for TMX Group. Despite Q4 2025 results, the dividend lift and news around a deeper IPO pipeline and Trayport partnerships, TMX Group’s CA$45.78 share price has seen weaker recent momentum, with a 30 day share price return of an 8.66% decline but a 5 year total...
TSX:III
TSX:IIIMetals and Mining

Imperial Metals Links Mount Polley Outperformance With New Mine Life Upside

Imperial Metals exceeded its 2025 production targets at the Mount Polley mine. Phase 2 drilling returned significant copper and gold exploration results that may extend the mine's life. The update links current production performance with longer term resource potential at Mount Polley. For investors following Imperial Metals (TSX:III), this update at Mount Polley ties operational performance directly to the resource story. The company last closed at CA$10.31, with the share price up 3.6%...
TSX:EMA
TSX:EMAElectric Utilities

Assessing Emera (TSX:EMA) Valuation After Nova Scotia Power Leadership Transition Announcement

Leadership change at Nova Scotia Power and new role at Emera Emera (TSX:EMA) is in focus after Nova Scotia Power announced that President and CEO Peter Gregg will leave on March 1, 2026, to become Executive Vice President, Strategy and Policy at Emera. See our latest analysis for Emera. At a share price of CA$66.52, Emera’s short term share price returns have been relatively muted. Its 1 year, 3 year and 5 year total shareholder returns of 24.83%, 43.30% and 66.93% respectively point to...
TSX:ERO
TSX:EROMetals and Mining

Ero Copper (TSX:ERO) Is Down 11.4% After 2026 Production And Cost Guidance Reset Has The Bull Case Changed?

Ero Copper Corp. recently reported its fourth-quarter and full-year 2025 operating results, delivering 19,706 tonnes of copper and 13,837 ounces of gold in Q4, and 64,307 tonnes of copper and 37,291 ounces of gold for the year, while also issuing 2026 production and cost guidance. Despite guiding to higher copper output of 67,500 to 77,500 tonnes in 2026, the company’s outlook for costs and volumes prompted differing analyst views on its earnings potential. We’ll now examine how this updated...
TSX:VNP
TSX:VNPChemicals

How Investors May Respond To 5N Plus (TSX:VNP) U.S. Grant For Germanium Recycling Expansion

In January 2026, 5N Plus Inc. announced it had secured a US$18.1 million U.S. government grant to expand germanium recycling and refining capacity at its St. George, Utah facility over 48 months, supporting domestic optics and solar crystal supply chains. This program is expected to eventually enable 5N Plus to recover up to 20 metric tons of high-purity germanium annually, reinforcing its role in supplying critical materials for infrared optics, defense systems, and satellite solar...
TSX:RCI.B
TSX:RCI.BWireless Telecom

A Look At Rogers Communications (TSX:RCI.B) Valuation After Strong 2025 Results And 2026 Growth Guidance

Rogers Communications (TSX:RCI.B) drew fresh attention after releasing its fourth quarter and full year 2025 results, affirming a CA$0.50 quarterly dividend and outlining 2026 guidance for service revenue growth of 3% to 5%. See our latest analysis for Rogers Communications. The latest earnings release and dividend affirmation come after a mixed period for investors, with a 2.0% 30 day share price return but a 4.5% decline over 90 days, while the 1 year total shareholder return of 35.8%...
TSX:HBM
TSX:HBMMetals and Mining

Hudbay Minerals (TSX:HBM) Valuation Check After Strong Multi Period Share Price Gains

Hudbay Minerals stock overview after recent performance shift Hudbay Minerals (TSX:HBM) has drawn fresh attention after a strong stretch of recent returns, with the share price up 4.2% over the past day, 2.6% over the week, and 14.5% over the past month. See our latest analysis for Hudbay Minerals. Those short term share price gains sit on top of a much stronger run, with a 90 day share price return of 61.0% and a one year total shareholder return of 176.9%. This suggests building momentum...
TSX:HPS.A
TSX:HPS.AElectrical

Is Hammond Power Solutions (TSX:HPS.A) Quietly Becoming a Core Electrification Infrastructure Play?

Recently, Hammond Power Solutions has been highlighted as a key but relatively under-recognized supplier of transformers and power equipment supporting data centers, EV charging networks, renewable projects, and grid upgrades within the global electrification build-out. This renewed attention underscores how a focused role in essential electrification hardware can give a smaller manufacturer meaningful exposure to long-term infrastructure spending themes. Next, we’ll examine how Hammond’s...
TSX:ARX
TSX:ARXOil and Gas

ARC Resources Weighs Debt Refinance Against Attachie Pause And Valuation Gap

ARC Resources (TSX:ARX) issues C$950 million in senior unsecured notes to refinance existing debt and a term loan. The company plans to redeem outstanding notes and repay its term facility as part of this refinancing. Management is pausing spending on the Attachie project to assess early well results and review next steps. ARC Resources, a major Canadian natural gas and liquids producer, is at the center of ongoing energy sector capital allocation debates. The refinancing move and Attachie...
TSX:PSK
TSX:PSKOil and Gas

Will Record Oil Royalties and a Higher Dividend Policy Change PrairieSky Royalty's (TSX:PSK) Narrative?

PrairieSky Royalty Ltd. has reported full-year 2025 results showing revenue of C$478.2 million and net income of C$205.0 million, alongside a 2% increase in its annual dividend policy to C$1.06 per share and declaration of a first-quarter 2026 dividend of C$0.265 per share, following record oil royalty production and nearly C$100.0 million of acquisitions. Although revenue and earnings were slightly lower than the prior year, record oil royalty volumes, exceptionally high operating margins...
TSXV:SVRS
TSXV:SVRSMetals and Mining

A Look At Silver Storm Mining (TSXV:SVRS) Valuation As La Parrilla Expansion Progresses

Why Silver Storm Mining Is Back on Investors' Radar Silver Storm Mining (TSXV:SVRS) has drawn fresh attention after confirming delivery and partial installation of eight new flotation cells at its 100% owned La Parrilla Silver Mine Complex in Durango, Mexico. The new 1,000 ft3 cells, combined with existing equipment, are expected to lift sulphide flotation circuit processing capacity from 1,000 tpd to 1,250 tpd as the company works toward a potential near term restart of the complex. See our...
TSX:FTT
TSX:FTTTrade Distributors

Finning International (TSX:FTT) Margin Expansion Reinforces Bullish Earnings Narrative

Finning International (TSX:FTT) has wrapped up FY 2025 with Q4 revenue of $2.7b and basic EPS of $0.88, set against trailing twelve month revenue of $10.6b and EPS of $4.05 that frame the latest quarter in a broader context. Over recent periods, the company has seen quarterly revenue range from $2.5b to $2.8b, while quarterly EPS has moved between $0.70 and $1.16, giving investors a clear view of how earnings have tracked alongside a relatively tight revenue band. With net profit margin at...
TSX:TVE
TSX:TVEOil and Gas

Should Tamarack Valley Energy’s Capital Discipline and Free Cash Flow Focus Reshape the (TSX:TVE) Investment Case?

In recent weeks, Tamarack Valley Energy reported firmer oil markets and a constructive operational update, reiterating its emphasis on capital discipline, high-margin oil-weighted assets, and robust free cash flow to support debt reduction and shareholder returns. This combination of stronger commodity conditions and a reaffirmed focus on balance sheet strength and disciplined spending has reinforced investor confidence in Tamarack Valley’s ability to prioritize quality barrels and cash...