TSX:CLS
TSX:CLSElectronic

Should Celestica’s Emerging AI ‘Picks-and-Shovels’ Role Require Action From Celestica (TSX:CLS) Investors?

In recent days, Celestica has drawn heightened attention as an essential hardware and manufacturing partner for AI, cloud, and data center infrastructure, with investors closely watching its upcoming earnings report and analyst revisions. What stands out is how Celestica is being framed as a “picks-and-shovels” supplier to the AI build-out, combining real contracts, diversified customers, and a premium valuation versus peers. With Celestica increasingly seen as a core supplier to AI and data...
TSX:BN
TSX:BNCapital Markets

Brookfield (TSX:BN) Valuation Check After Launch Of $100b AI Infrastructure Fund

Why Brookfield’s AI infrastructure move matters for shareholders Brookfield (TSX:BN) has drawn fresh attention after launching its inaugural AI Infrastructure Fund, targeting up to $100b of AI related assets across data centers, fuel cell powered facilities, and wider AI focused infrastructure. See our latest analysis for Brookfield. Brookfield’s recent AI Infrastructure Fund announcement lands after a solid stretch of momentum, with a 7 day share price return of 7.13% and a 1 year total...
TSX:IMG
TSX:IMGMetals and Mining

Is It Too Late To Consider IAMGOLD (TSX:IMG) After A 195% One Year Surge?

If you are wondering whether IAMGOLD is still reasonably priced after its recent run, this article walks through what the current share price might be implying about value. The stock last closed at C$23.24, with returns of 1.4% over 7 days, 10.0% over 30 days, 4.5% year to date and 194.6% over the past year. The 3 year and 5 year returns are both very large. Recent attention on gold producers has kept IAMGOLD in focus, as investors weigh how company specific developments and sector sentiment...
TSX:ENB
TSX:ENBOil and Gas

How Investors Are Reacting To Enbridge (TSX:ENB) 2026 Dividend Increase And Contract-Backed Cash Flows

In recent days, Enbridge announced a 3% dividend increase for 2026, marking its 31st consecutive annual raise and underscoring more than 70 years of uninterrupted payouts backed by largely contract-based cash flows. This move highlights the company’s reliance on highly predictable, long-term cost-of-service and fixed-fee agreements, even as slower distributable cash flow growth and elevated leverage temper expectations for faster dividend expansion. Next, we’ll examine how this 3% dividend...
TSX:RSI
TSX:RSIFood

Exploring Global's Undervalued Small Caps With Insider Action January 2026

As global markets navigate the complexities of a new year, small-cap stocks have experienced mixed performance, with the Russell 2000 Index showing modest gains despite broader market declines. Amidst this backdrop, investors often look for opportunities in small-cap companies that demonstrate resilience and potential for growth, especially when insider activity suggests confidence in their future prospects.
TSX:T
TSX:TTelecom

Is Insider Buying And Share-Paid Leadership Altering The Investment Case For TELUS (TSX:T)?

In recent months, TELUS announced that several board members and senior executives, including CEO Darren Entwistle, collectively bought over 357,000 TELUS shares in the open market, while the company repurchased more than 2.20 million shares under its normal course issuer bid. An important angle for investors is that Entwistle has been taking his entire salary in TELUS shares since 2024, further aligning leadership incentives with shareholders. Next, we’ll examine how this insider buying and...
TSX:GTWO
TSX:GTWOMetals and Mining

Assessing G2 Goldfields (TSX:GTWO) Valuation After High-Grade OKO Drill Results And Expanded Exploration Campaign

G2 Goldfields (TSX:GTWO) has put fresh drill results from its OKO Project in Guyana in front of investors, highlighting high-grade gold mineralisation, a larger drill campaign with five rigs, and ongoing greenfields exploration. See our latest analysis for G2 Goldfields. These fresh OKO drill results arrive after a strong run in the shares, with a 30-day share price return of 48.47% and a 90-day share price return of 64.25%. The 1-year total shareholder return is very large and today’s share...
TSX:AII
TSX:AIIMetals and Mining

Does Almonty Industries (TSX:AII) New CDO Hire Hint at a Shift in Capital Strategy?

Almonty Industries Inc. recently appointed Guillaume Wiesenbach de Lamaziere, CFA, as Chief Development Officer, adding a veteran financial and capital markets executive with over three decades of cross-border project experience to lead its corporate development strategy and execution. His track record in consolidating over US$37.00 billion of assets at AIG and winding down a complex US$300.00 billion derivatives portfolio without losses highlights a focus on disciplined risk management that...
TSX:WPM
TSX:WPMMetals and Mining

Does Wheaton Precious Metals' (TSX:WPM) New Hemlo Stream Clarify Its Capital-Light Cash Flow Playbook?

Wheaton Precious Metals recently completed a US$300 million gold stream agreement with Hemlo Mining Corp tied to the Hemlo Mine acquired from Barrick Mining Corporation and issued 12,093 new shares through its dividend reinvestment plan and employee options, which have been admitted to trading on the London Stock Exchange. This latest stream adds another producing asset to Wheaton’s portfolio of 23 operating mines, reinforcing its capital-light model of converting long-term purchase rights...
TSX:RY
TSX:RYBanks

Royal Bank Of Canada (TSX:RY) Valuation Check As Quantum Tech And Sports Deals Draw New Attention

Royal Bank of Canada (TSX:RY) is drawing fresh attention after backing quantum technology firm Photonic and naming professional golfer Shane Lowry as a multi year brand ambassador, moves that sit alongside its traditional banking operations. See our latest analysis for Royal Bank of Canada. Those moves come as the share price sits at CA$235.45, with a 30 day share price return of 4.77% and a 90 day gain of 16.27%. The 1 year total shareholder return of 39.70% and 5 year total shareholder...
TSX:NXE
TSX:NXEOil and Gas

NexGen Energy (TSX:NXE) Valuation In Focus As Rook I Hearings And Uranium Sector Momentum Draw Attention

NexGen Energy (TSX:NXE) is back on investor radar after its shares climbed alongside a sector wide uranium rally, with attention centering on upcoming Canadian Nuclear Safety Commission hearings for its Rook I project. See our latest analysis for NexGen Energy. The recent 11.4% jump in NexGen’s U.S. listed shares and its 20.67% 7 day share price return frame a stock with building momentum. The 48.52% 1 year total shareholder return and very large 5 year total shareholder return point to a...
TSXV:SLI
TSXV:SLIMetals and Mining

Standard Lithium TSXV SLI Valuation Check As Direct Lithium Extraction Story Gains Attention

Why Standard Lithium Is Back in Focus Standard Lithium (TSXV:SLI) is drawing fresh attention as investors weigh its Direct Lithium Extraction technology and U.S. based projects against the realities of high capital needs, long timelines, and potential future funding. See our latest analysis for Standard Lithium. That attention is showing up in the numbers, with the share price at CA$7.12 and recent momentum reflected in a 1 day share price return of 6.59%, a 7 day share price return of 15.77%...
TSX:L
TSX:LConsumer Retailing

Is Loblaw Companies (TSX:L) Pricing In Too Much Optimism After Strong Multi‑Year Gains

If you have been watching Loblaw Companies and wondering whether the current share price offers good value, this article will walk through what the numbers are really saying about the stock. The share price recently closed at C$60.91, with returns of a 1.8% decline over 7 days, a 2.0% decline over 30 days and a 1.9% decline year to date, set against a 30.6% gain over 1 year and a 112.2% gain over 3 years, while the 5 year return is very large. Recent coverage has kept attention on Loblaw as...
TSX:MDA
TSX:MDAAerospace & Defense

Rising Backlog And AURORA Platform Momentum Could Be A Game Changer For MDA Space (TSX:MDA)

MDA Space recently highlighted its multi-billion-dollar CAD backlog, updated 2025 guidance for strong revenue and adjusted EBITDA growth, and progress across its satellite systems, AURORA digital satellite platform, and robotics programs such as Canadarm3. An interesting angle is how the combination of this sizable backlog and advanced digital satellite and robotics capabilities reinforces MDA Space’s role in supplying critical infrastructure to the expanding space technology sector. Now...
TSX:CNQ
TSX:CNQOil and Gas

A Look At Canadian Natural Resources (TSX:CNQ) Valuation After Venezuela Upheaval And Recent Analyst Downgrade

Canadian Natural Resources (TSX:CNQ) is back in focus after the ouster of Venezuelan President Nicolás Maduro. This shift could affect heavy oil trade flows and the competitive positioning of Canadian producers. See our latest analysis for Canadian Natural Resources. The Venezuelan news and the recent Evercore ISI downgrade have arrived during a weak patch for the stock, with a 7.47% year to date share price decline and a 2.24% dip in 1 year total shareholder return. This contrasts with a...
TSX:PAAS
TSX:PAASMetals and Mining

Assessing Pan American Silver’s Valuation As Critical Mineral Status And MAG Silver Deal Reshape Growth Story

The US decision to classify silver as a Critical Mineral, combined with Pan American Silver (TSX:PAAS) completing its $2.1b MAG Silver deal, has sharpened attention on the miner’s growing production footprint. See our latest analysis for Pan American Silver. Those moves around silver’s Critical Mineral status and the MAG Silver acquisition sit against a strong price backdrop, with Pan American Silver’s 30 day share price return of 24.98% and 90 day share price return of 38.08% feeding into a...
TSX:BAM
TSX:BAMCapital Markets

Is Brookfield Asset Management (TSX:BAM) Pricing In Too Much Optimism After Strong Three Year Run?

If you are wondering whether Brookfield Asset Management is reasonably priced at its current level, you are not alone and this article is built to help you make sense of that question. The share price recently closed at C$75.37, with returns of 4.5% over the last 7 days, 2.3% over the last 30 days, 2.7% year to date, and 0.3% over the last year, while the 3 year return sits at 106.0%. Recent coverage around Brookfield Asset Management has focused on its role as a large global alternative...