TSX:PPL
TSX:PPLOil and Gas

Pembina Pipeline (TSX:PPL): Reassessing Valuation After Earnings Miss and Recent Share Price Slip

Pembina Pipeline (TSX:PPL) slipped after quarterly earnings came in below expectations, prompting investors to recheck how its pipelines, facilities, and marketing operations compare with shifting energy demand and evolving regulations. See our latest analysis for Pembina Pipeline. At around CA$54.06, Pembina’s muted recent share price returns sit in contrast to a robust five year total shareholder return of about 123 percent, suggesting long term investors are still being rewarded even as...
TSX:CLS
TSX:CLSElectronic

Assessing Celestica’s (TSX:CLS) Valuation After Its Strong Run and Recent Pullback

Celestica (TSX:CLS) has been on many radar screens after its powerful run this year, but the last month’s pullback has some investors wondering whether the market is finally catching its breath. See our latest analysis for Celestica. Despite the sharp 1 day share price pullback and a softer 7 day share price return, Celestica’s 90 day share price gain and multi year total shareholder returns suggest momentum is pausing rather than breaking. If Celestica’s run has you rethinking your tech...
TSX:AP.UN
TSX:AP.UNOffice REITs

Allied Properties REIT (TSX:AP.UN): Reassessing Valuation After the December 2025 Distribution Cut

Allied Properties Real Estate Investment Trust (TSX:AP.UN) just trimmed its monthly distribution, declaring CA$0.06 per unit for December 2025, payable January 15, 2026. This move puts its cash flow strategy under the microscope. See our latest analysis for Allied Properties Real Estate Investment Trust. The distribution cut comes after a tough stretch, with a roughly 35 percent 3 month share price return and 23 percent year to date share price return both negative, while the 5 year total...
TSX:ACB
TSX:ACBPharmaceuticals

Is Aurora Cannabis (TSX:ACB) Importing CPG Discipline To Redefine Its Global Medical Cannabis Strategy?

Aurora Cannabis Inc. recently announced that Kerry Miller, a 35-year consumer-packaged-goods veteran with experience at Reckitt Benckiser and Unilever, will become Managing Director for Australia and New Zealand effective 15 January 2026. This appointment signals Aurora’s intent to apply blue-chip consumer goods discipline to its medical cannabis operations in tightly regulated Australasian markets. Next, we’ll examine how bringing in Kerry Miller to lead Australia and New Zealand could...
TSX:PPTA
TSX:PPTAMetals and Mining

Is Perpetua Resources (TSX:PPTA) Antimony Pilot Plant the Key to Its Long-Term Defense Strategy?

Earlier in December 2025, Perpetua Resources announced a partnership with Idaho National Laboratory and the U.S. Army to develop a modular pilot plant that can produce military-grade antimony trisulfide from ores at its Stibnite Gold Project in Idaho. The initiative positions Stibnite as a potential cornerstone of a domestic antimony supply chain for defense applications, aligning mineral development with U.S. national security objectives and regional job creation. We’ll now examine how this...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Bombardier (TSX:BBD.B): Valuation Check After $400 Million Canadian Government Jet Order and Growth Boost

Bombardier (TSX:BBD.B) just landed a headline government contract, with Canada ordering six Global 6500 jets worth about $400 million USD. For investors, this is really about visibility, defense exposure, and long term backlog. See our latest analysis for Bombardier. That backdrop helps explain why, even after a small wobble this week, Bombardier’s 90 day share price return of about 32 percent and five year total shareholder return near 1,773 percent signal momentum that is still very much...
TSX:SAP
TSX:SAPFood

Saputo (TSX:SAP): Valuation Check After Insider Buying and Renewed Institutional Confidence

Recent insider buying in Saputo (TSX:SAP), supported by steady institutional interest, has given the stock fresh momentum, and investors are asking whether this renewed confidence lines up with the company’s fundamentals and growth outlook. See our latest analysis for Saputo. That insider activity is landing on top of an already strong run, with Saputo’s share price up 63.05 percent year to date and delivering a 59.56 percent total shareholder return over the past 12 months. This signals that...
TSX:CURA
TSX:CURAPharmaceuticals

Curaleaf (TSX:CURA) Valuation Check as U.S. Cannabis Rescheduling and Index Inclusion Shift Expectations

Regulatory Shift Puts Curaleaf in the Spotlight Reports that President Trump may move to ease federal marijuana restrictions have pushed Curaleaf Holdings (TSX:CURA) into sharper focus, as investors reassess its prospects under a friendlier US regulatory regime. See our latest analysis for Curaleaf Holdings. The prospect of looser federal rules has lit a fire under Curaleaf, with a 1 month share price return of 76.47 percent and a year to date share price return of 121.74 percent. However,...
TSX:FCR.UN
TSX:FCR.UNRetail REITs

What First Capital Real Estate Investment Trust (TSX:FCR.UN)'s Refinancing Of Debentures Means For Shareholders

On December 8, 2025, First Capital Real Estate Investment Trust closed a private placement of CA$250,000,000 Series G senior unsecured debentures, bearing 4.760% interest and maturing February 15, 2035, rated “BBB” with a “Positive” outlook by Morningstar DBRS. The REIT plans to use the proceeds to help redeem its existing 3.604% Series T debentures ahead of their 2026 maturity, highlighting active balance sheet management and attention to its unsecured debt profile. We’ll now look at how...
TSX:VZLA
TSX:VZLAMetals and Mining

Assessing Vizsla Silver (TSX:VZLA)’s Valuation Following Its Positive Panuco Feasibility Study Announcement

Vizsla Silver (TSX:VZLA) has jumped back onto investors radar after highlighting a positive feasibility study for its Panuco silver gold project in Mexico, even as the latest quarter showed another net loss. See our latest analysis for Vizsla Silver. The feasibility study buzz has helped keep sentiment upbeat, and despite the latest quarterly loss the 30 day share price return of 10.84% and standout 1 year total shareholder return of 175.38% suggest momentum is still building around Vizsla’s...
TSX:PSK
TSX:PSKOil and Gas

Does PrairieSky Royalty’s (TSX:PSK) Steady Eligible Dividend Signal Enduring Income Strength or Limited Reinvestment?

PrairieSky Royalty Ltd. recently announced that its Board of Directors has declared a quarterly dividend of C$0.26 per common share, payable in cash on January 15, 2026 to shareholders of record on December 31, 2025, designated as an “eligible dividend” for Canadian income tax purposes. This ongoing pattern of cash returns, coupled with the tax-efficient eligible dividend status, may be particularly relevant for income-focused Canadian investors. We will now explore how this freshly affirmed...
TSX:FVI
TSX:FVIMetals and Mining

Should Fortuna’s Precious Metals Rally And Index Leadership Require Action From Fortuna Mining (TSX:FVI) Investors?

Fortuna Silver Mines has recently extended its rally and led the TSX Smallcap Index as renewed attention flowed into the precious metals segment after a key S&P/TSX trend indicator moved higher. This momentum highlights how Fortuna’s diversified operations across Latin America and West Africa can benefit when broader market signals refocus investors on gold and silver producers. Against this backdrop of sector-wide renewed interest in precious metals, we’ll examine how Fortuna’s diversified...
TSX:URE
TSX:UREOil and Gas

Ur-Energy (TSX:URE) Valuation After $100 Million Convertible Note Financing and Long-Term Growth Plans

Ur-Energy (TSX:URE) just priced a $100 million offering of 4.75% convertible senior notes due 2031, a financing move that could reshape its growth plans and future dilution path for shareholders. See our latest analysis for Ur-Energy. That financing comes after a choppy stretch for the stock, with a recent 1 day share price return of 3.53% lifting Ur-Energy to $1.76 even as its 90 day share price return sits at negative 17.76%, while the 5 year total shareholder return of 100.00% hints that...
TSX:ANRG
TSX:ANRGCommercial Services

Anaergia (TSX:ANRG) Is Up 15.7% After Securing Long-Term Biomethane Deal With PepsiCo Mexico

Anaergia Inc., through its subsidiary Anaergia Technologies, LLC, previously signed a contract with PepsiCo Mexico Foods' Sabritas unit to supply high-efficiency digestion, biogas conditioning, and upgrading systems that will turn about 50,000 tons of organic residuals a year into carbon-negative biomethane for on-site use at a Mexican food production facility. This collaboration not only showcases Anaergia's end-to-end waste-to-energy capabilities but also underlines how industrial...
TSX:MFI
TSX:MFIFood

Assessing Maple Leaf Foods (TSX:MFI) Valuation After Special Dividend and New Team Canada Partnership

Maple Leaf Foods (TSX:MFI) just dropped a CAD 0.60 per share special dividend, a clear signal that management sees room to hand back extra cash while still funding growth. See our latest analysis for Maple Leaf Foods. The special dividend lands after a busy stretch for Maple Leaf Foods, with the new Team Canada partnership putting its brands in the spotlight. The share price at CA$25.68 reflects a 30 day share price return of 6.3 percent and a 1 year total shareholder return of 38.2 percent,...
TSX:HWX
TSX:HWXOil and Gas

How Investors Are Reacting To Headwater Exploration (TSX:HWX) 2026 Growth Budget And Dividend Plan

In December 2025, Headwater Exploration Inc. approved an initial 2026 budget targeting average production of 24,500 boe/d, implying 8% production per share growth at a 37% reinvestment rate of adjusted funds flow from operations at US$60.00/bbl WTI while planning to pay a US$0.44 per common share annual dividend and maintain positive year-end adjusted working capital. The board also confirmed a quarterly dividend of US$0.11 per common share for 2026, signaling a balance between growth...
TSX:FTS
TSX:FTSElectric Utilities

How Fortis’ Higher Q1 Dividends And Larger Capital Plan At Fortis (TSX:FTS) Has Changed Its Investment Story

In early December 2025, Fortis Inc.’s board declared Q1 2026 dividends of CA$0.64 per common share and varying amounts on seven series of preferred shares, all payable on March 1, 2026 to shareholders of record as of February 17, 2026. These dividend declarations build on Fortis’s 52-year streak of annual dividend increases and an expanded CA$28.80 billion capital plan focused on regulated assets, underscoring its emphasis on stable, income-backed growth. Against this backdrop of sustained...
TSXV:PNG
TSXV:PNGElectronic

Kraken Robotics (TSXV:PNG): Valuation Check After Breakthrough KATFISH Maritime Security Demonstration

Kraken Robotics (TSXV:PNG) just showcased its KATFISH USV LARS system operating from TKMS ATLAS UK’s ARCIMS platform, delivering the first air deployable, 300 meter rated autonomous towed SAS survey solution for maritime security. See our latest analysis for Kraken Robotics. That successful KATFISH demonstration caps a run of solid news for Kraken, including fresh $12 million SAS and battery orders and new senior defence leadership. The stock’s strong year to date share price return suggests...