Canadian Specialized REITs Stock News

Recent optimism around Cenovus Energy (TSX:CVE) has been driven by upward earnings estimate revisions and a fresh look at its consistent dividend, including the recently announced CA$0.16 per share payment. The renewed optimism shows up clearly in the tape, with Cenovus Energy posting a 9.56% 1‑month share price return and a 30.79% 3‑month move. The 1‑year total shareholder return of 100.29% suggests momentum has been strong rather than fading. Scan for other energy players that are showing...

BCE Inc. has spent the past few years under pressure, yet the stock still attracts investors who care about dependable earnings. With the share price around $31.90 after a mixed return pattern, the question now is whether what you pay for BCE is in line with what the business earns. Over 5 years the share price has fallen 31.1%, which puts the focus squarely on whether current earnings can support a long term recovery case. The planned expansion of Bell AI Fabric in Saskatchewan, together...

Rogers Communications (TSX:RCI.B) announced an exclusive partnership with Apple to introduce a first foldable iPhone to Canada. The new foldable device and updated iPhone lineup are being bundled with Apple’s AI-driven features on Rogers’ premium 5G+ network. Rogers is positioning the foldable iPhone launch as a Canada first offer for its wireless customers across the country. The foldable iPhone and AI-focused Apple partnership is only one part of the Rogers Communications story that...

TFI International (TSX:TFII) is back in focus after reporting a 39% jump in Q2 2026 net income, lifting its quarterly dividend and pairing that with an optimistic earnings outlook for the next quarter. Recent price action shows that momentum in TFI International has cooled in the short term, with a 30-day share price return down 8.7% and a 90-day share price return down 9.1%. This comes even as the year-to-date share price return sits at 26.9% and the 1-year total shareholder return is 43.7%,...

Orezone Gold Corporation released an updated Life-of-Mine plan for the Casa Berardi operation in Quebec, outlining a 14-year production schedule from 2027 to 2040, total planned output of 1,630,000 ounces of gold, and projected life-of-mine average AISC of US$1,877 per ounce. The Casa Berardi plan leans heavily on re-establishing underground output, using DeswikTM-designed mine shapes, owner-operated fleets, and a 100,000 metre per year drill program to target higher underground grades,...

Royal Bank of Canada has delivered strong share-price gains over the past few years, and that kind of run naturally raises a question for anyone looking at the stock today. Is the current valuation still supported by the returns the bank earns on the capital entrusted to it? Royal Bank of Canada has returned 171.4% over the past 5 years, which puts real weight on whether its current price is matched by the returns it generates on its capital. The bank's scale, diversified banking model and...

High Tide stock came into this earnings print with a mixed tape, up over the past month but down about 5% across the last week, so the bar for a clean beat was not especially high. The business then dropped what management called the best quarter in its history, anchored by record Q3 revenue of CA$198.8m and adjusted EBITDA of CA$16.2m. The real headline is the pivot from grinding losses to a meaningful profit, with basic earnings per share at CA$0.13 and free cash flow of CA$7m in the...

Traders spent the last month backing away from Evertz Technologies, with the share price down about 22% over 30 days, yet Q1 results tell a calmer story. The headline is a modest quarter, not a meltdown. Revenue came in at CA$118.3m and earnings per share landed at CA$0.10, while software and services reached roughly half of total sales. Emotion is focused on the softer profit print. The fundamentals point more to a margin and cash flow debate than to a broken business. Is Evertz Technologies...

Altius Minerals has delivered a powerful long term share price story, so the live question is whether the cash being generated by the business still lines up with what the market is now paying for the stock. Over the past 5 years the share price has risen about 350%, which puts a lot of weight on the durability and timing of future cash flows. The business model is built around royalty and streaming income, which can support relatively steady cash generation but also makes any change in...

Methanex: Operations Reset And Activist Spotlight Methanex (TSX:MX) has moved to sell most of its New Zealand natural gas entitlements and plans to idle local methanol plants indefinitely, while new engagement from M&G Investment Management brings fresh scrutiny to its long term direction. Investors have responded quickly to Methanex's New Zealand reset and the fresh activist attention, with the share price up 15.1% over the past 30 days and a 60.1% year to date share price return that lines...

Recent fluctuations in oil prices and inflation concerns have placed central banks, including the Bank of Canada, under pressure to reassess their interest rate strategies. Amidst these macroeconomic challenges, investors are increasingly looking for stocks that offer a balance of affordability and potential growth. Penny stocks, often representing smaller or newer companies with strong financials, remain a viable investment area for those seeking hidden value in the Canadian market.

Global capital is hunting for safer homes, and Canada is pitching its data centre and AI infrastructure build out as part of a much bigger safe harbour story. That pitch could matter for you if investment in power hungry facilities, cloud campuses and AI infrastructure picks up while trade friction with the US reshapes where money flows. This article walks through three Canadian data centre and AI infrastructure stocks exposed to that macro reset. These three Canadian data centre and AI...

Cardinal Energy (TSX:CJ) has drawn fresh attention after advancing plans to expand its Reford 2 SAGD project to 6,000 bbl/d and confirming a monthly dividend of CA$0.06 per share for September. The latest Reford 2 expansion update and confirmed payout arrive with some momentum already behind Cardinal Energy, with a 30 day share price return of 5.76% contributing to a 37.61% year to date gain and a 1 year total shareholder return of 73.59%. This points to strong longer term participation from...

Boyd Group Services announced a normal course issuer bid in September 2026 to repurchase up to 2,779,352 shares, or 9.98% of its issued share capital, with all acquired shares to be cancelled by no later than the bid expiry on September 15, 2027. The decision by Boyd Group Services' board to authorize a sizeable share repurchase creates additional flexibility in capital allocation, which may influence how the business balances buybacks against funding collision center expansion, technology...

Descartes Systems Group reported second quarter 2026 results with sales of US$201.11 million and net income of US$50.03 million, with both revenue and earnings for the first half of the year above the prior period. The earnings release highlighted higher basic and diluted earnings per share from continuing operations for both the quarter and the six month period, pointing to stronger profitability on a per share basis. We will now look at how Descartes Systems Group's investment narrative is...

Algonquin Power & Utilities reported Q2 2026 adjusted earnings that were lower than a year earlier, while reaffirming its 2026 to 2027 EPS outlook and highlighting new regulatory approvals, a 250 MW gas generation project in Missouri, and the refinancing of about $1.15b of Liberty Utilities debt. The decision to refinance large debt balances while signaling no new equity issuance through 2027 points to a clear focus on balance sheet management and potential earnings per share stability for...

Why the CAE stock story starts with unmanned systems CAE (TSX:CAE) just signed a Memorandum of Understanding with WB Electronics to develop training and mission readiness solutions for unmanned and autonomous systems supporting defence customers in Canada, Poland, and allied markets. The agreement links CAE's simulation and synthetic training expertise with WB Electronics unmanned platforms, creating a framework that could influence how future defence training contracts in this segment are...

Stella-Jones Q2 miss puts temporary costs in focus Stella-Jones (TSX:SJ) missed its Q2 2026 revenue and profit forecasts after one-off environmental, maintenance, and fuel expenses, as well as higher spending tied to a steel-structure capacity expansion. Management kept longer-term margin targets unchanged and projected margin improvement in the second half of 2026, describing the recent cost pressures as short term rather than a reset of the underlying business model. Stella-Jones shares...

Constellation Software recently reported 17.7% revenue growth, which pointed to solid demand across its portfolio of vertical market software businesses. The strong top line result reinforced how Constellation Software’s broad base of mission critical products can help steady performance even when individual units face pressure. We will now explore how Constellation Software’s 17.7% revenue growth might influence its investment narrative, particularly in areas such as durability,...

Loblaw Companies (TSX:L) is stepping up capital spending for the rest of 2026, allocating about CA$1.2b to new and refurbished grocery stores, pharmacies, and trial formats aimed at meeting rising demand for discount-focused options. The latest capital plan lands after a mixed stretch for the stock, with the share price at CA$63.05 and a small 1-day share price gain of 2.89% but a 90-day share price return that has slipped 2.82% as investors reassess execution risk and timing. Over a longer...

The Canadian market is currently navigating a complex landscape, with rising oil prices and inflation concerns influencing central bank policies. Amidst these broader economic dynamics, investors are increasingly looking at penny stocks as a viable investment option. Although the term 'penny stock' may seem outdated, it still holds significance for those seeking affordable entry points into companies with potential growth backed by solid financials.

Insiders who bought Max Power Mining Corp. ( CSE:MAXX ) stock in the last 12 months were richly rewarded last week. The...

Insiders who purchased Q-Gold Resources Ltd. ( CVE:QGR ) shares in the past 12 months are unlikely to be deeply...

Alimentation Couche-Tard (TSX:ATD) is back in focus after first quarter results and a fresh dividend declaration, giving investors updated insight into earnings power and direct cash returns. The first quarter update has landed against a mixed tape for Alimentation Couche-Tard, with the share price down 10.93% over the past month but still showing an 8.42% year to date share price return and a 5 year total shareholder return of 77.73%. This signals longer term momentum even as near term...