TSX:ATZ
TSX:ATZSpecialty Retail

Assessing Aritzia (TSX:ATZ) Valuation After Analyst Upgrades And Strong Third Quarter Outlook

Recent analyst calls around Aritzia (TSX:ATZ) have zeroed in on expected third quarter strength, with higher earnings forecasts tied to revenue growth, e-commerce, new stores, and what is described as better inventory positioning. See our latest analysis for Aritzia. Those upbeat third quarter expectations are landing after a powerful run in the shares, with the CA$121.40 share price reflecting a 48.39% 90 day share price return and a very large 5 year total shareholder return of 389.71%...
TSX:BTE
TSX:BTEOil and Gas

Assessing Baytex Energy (TSX:BTE) Valuation After Recent Share Price Momentum Picks Up

Why Baytex Energy Is Back On Investor Radars Baytex Energy (TSX:BTE) has been drawing fresh attention after a period where the share price has moved in different directions over the past year, prompting questions about how its fundamentals stack up today. See our latest analysis for Baytex Energy. At a share price of CA$4.28, Baytex Energy has recently seen a 19.9% 90 day share price return, while the 1 year total shareholder return of 14.6% contrasts with a weaker 3 year record and a very...
TSX:LAC
TSX:LACMetals and Mining

Is Lithium Americas (TSX:LAC) Thacker Pass Financing Strategy Redefining Its Long‑Term Investment Narrative?

In recent months, Lithium Americas has reported incremental progress at its Thacker Pass lithium project, including permitting work, ongoing project financing discussions, and continued community engagement efforts. This cautious, milestone‑driven phase has coincided with investors shifting attention toward cash‑generating lithium producers, leaving Wall Street consensus around Lithium Americas centered on a Hold view pending further clarity. We’ll now examine how Lithium Americas’ focus...
TSX:FM
TSX:FMMetals and Mining

First Quantum Minerals (TSX:FM) Is Up 6.5% After Renewed Cobre Panamá Political Turmoil - What's Changed

First Quantum Minerals recently faced renewed political turmoil around its Cobre Panamá copper mine, raising questions over the stability of its operations and permits. This dispute underscores how concentrated exposure to a single, politically sensitive asset can materially alter the company’s overall risk profile almost overnight. Next, we’ll examine how this heightened political risk at Cobre Panamá shapes First Quantum Minerals’ investment narrative and future risk-reward balance...
TSX:DML
TSX:DMLOil and Gas

Assessing Denison Mines (TSX:DML) Valuation After Phoenix Uranium Project Reaches Construction Ready Stage

Denison Mines (TSX:DML) has told investors its Phoenix in situ recovery uranium project is construction ready, with key engineering and permitting work largely finished and only final regulatory approvals standing between the company and a formal build decision. See our latest analysis for Denison Mines. The Phoenix construction ready update has arrived alongside strong recent momentum, with a 7 day share price return of 24.86% and a 1 year total shareholder return of 58.04%. Multi year total...
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.