Canadian Transportation Stock News

TSX:CCO
TSX:CCOOil and Gas

Is Stronger Profitability And Nuclear Partnerships Altering The Investment Case For Cameco (TSX:CCO)?

Cameco Corporation recently reported full-year 2025 results, with net income rising to CA$589.58 million and basic earnings per share from continuing operations increasing to CA$1.35, alongside slightly lower annual uranium output but higher fuel services production. The combination of stronger profitability, growing long-term fuel services contracts, and Cameco’s new partnership to help deploy Westinghouse reactors underscores its expanding role in Western nuclear supply chains. With this...
TSX:DSG
TSX:DSGSoftware

Will Descartes’ New AI Logistics Suite Unveil a Deeper Moat for Descartes Systems Group (TSX:DSG)?

Earlier in February 2026, Descartes Systems Group used the Manifest 2026 conference in Las Vegas to showcase a broad suite of new AI-powered logistics, compliance, and visibility tools built on its Global Logistics Network, while also highlighting customer adoption such as Vesta Freight’s use of its transportation management suite. The breadth of Descartes’ AI innovations, from agentic AI for driver engagement to AI-driven trade intelligence and compliance automation, signals a push to embed...
TSX:NGD
TSX:NGDMetals and Mining

Stronger Rainy River Output And Q4 Estimates Could Be A Game Changer For New Gold (TSX:NGD)

In mid-February 2026, New Gold drew increased attention as analysts anticipated stronger Q4 2025 earnings, supported by a year-over-year jump in gold production, especially at the Rainy River mine, and higher gold sales volumes. This improving operational backdrop, combined with a growing concentration of Strong Buy recommendations and positive earnings estimate revisions, has sharpened focus on how effectively New Gold can convert higher output into sustainable profitability. With...
TSX:ENB
TSX:ENBOil and Gas

The Bull Case For Enbridge (TSX:ENB) Could Change Following Strong 2025 Earnings And C$39B Backlog

In February 2026, Enbridge Inc. reported full-year 2025 results showing revenue of C$65.19 billion and net income of C$7.49 billion, with basic earnings per share from continuing operations of C$3.23. The company also highlighted a C$39 billion secured project backlog through 2033 and its 31st consecutive year of dividend increases, underscoring the scale of its long-term capital program and cash return track record. With this backdrop of stronger earnings and a sizable project backlog,...
TSX:OR
TSX:ORMetals and Mining

A Look At OR Royalties (TSX:OR) Valuation After Strong 2025 Results And 2026 Guidance

Why OR Royalties stock is back on investors’ radar OR Royalties (TSX:OR) has drawn fresh attention after reporting stronger fourth quarter and full year 2025 earnings, releasing 2026 production guidance and affirming its first quarter 2026 dividend. See our latest analysis for OR Royalties. These earnings, guidance and dividend updates have come alongside strong market interest, with the CA$59.64 share price supported by a 31.16% 90 day share price return and a very large 5 year total...
TSX:NTR
TSX:NTRChemicals

Is It Too Late To Consider Nutrien (TSX:NTR) After Its Strong Share Price Run?

Investors may be wondering whether Nutrien still represents good value after its recent share price rise, or if the current price already reflects most of the potential upside. Nutrien's share price recently closed at C$96.33, with returns of 4.4% over the last 30 days, 11.0% year to date, 34.2% over 1 year, 2.9% over 3 years, and 61.4% over 5 years. Recent coverage around Nutrien has kept attention on the stock, as investors consider how its position in the materials sector fits into their...
TSX:TD
TSX:TDBanks

A Look At Toronto Dominion Bank’s (TSX:TD) Valuation After Its Wealth Platform Integration Move

Toronto-Dominion Bank (TSX:TD) has moved to combine its TD Wealth Private Investment Counsel and Private Investment Advice, Privately Managed Portfolios units into a single discretionary platform under the CIRO framework, aiming for a more streamlined, technology driven client experience. See our latest analysis for Toronto-Dominion Bank. At a share price of CA$131.66, Toronto-Dominion Bank has seen a 14.83% 90 day share price return, while its 1 year total shareholder return of 60.34%...
TSX:TFII
TSX:TFIITransportation

TFI International (TSX:TFII) Margin Compression To 4.1% Tests Bullish Improvement Narrative

TFI International (TSX:TFII) has put fresh numbers on the table for FY 2025, with third quarter revenue of US$1.97 billion and basic EPS of US$1.03 setting the tone for how the rest of the year is shaping up. The company has seen quarterly revenue move from US$2.26 billion in Q2 2024 to US$1.97 billion in Q3 2025, while basic EPS shifted from US$1.37 to US$1.03 over the same stretch. This gives a clear view of how top line and per share earnings have tracked into this latest print. With...
TSX:MG
TSX:MGAuto Components

Why Magna International (TSX:MG) Is Up 16.9% After Raising Its Dividend And Issuing 2026 Sales Guidance – And What's Next

In February 2026, Magna International Inc. reported fourth-quarter 2025 sales of US$10,848 million with a small net loss, issued 2026 sales guidance of US$41.90 billion to US$43.50 billion, raised its quarterly dividend to US$0.495 per share for a 16th consecutive year of fourth-quarter increases, and updated its ongoing share repurchase activity. Together, the steady dividend growth, disciplined buybacks, and detailed 2026 sales outlook suggest management is emphasizing capital returns and...
TSX:LUN
TSX:LUNMetals and Mining

Vicuña Study And Funding Recast Lundin Mining’s Copper Growth And Valuation

Lundin Mining announced an updated integrated technical study for its Vicuña Project, completed with BHP, that positions the district as a world-class source of copper, gold, and silver. The study outlines long-life copper growth potential through staged development of the project. The company also closed a large credit facility to fund the initial phase of Vicuña and support ongoing construction. Lundin Mining, trading on the TSX under TSX:LUN, is drawing fresh attention as the Vicuña...
TSX:IMG
TSX:IMGMetals and Mining

IAMGOLD (TSX:IMG) Margin Reset To 23.3% Tests Bullish Growth Narratives

IAMGOLD (TSX:IMG) has wrapped up FY 2025 with Q4 revenue of US$1.1 billion and basic EPS of US$0.70, capping a year where the trailing twelve months show US$2.9 billion in revenue and EPS of US$1.16 as investors weigh how the latest numbers fit into the broader story. Over the past few quarters, the company has seen revenue move from US$477.1 million in Q1 2025 to US$706.7 million in Q3 and then US$1.1 billion in Q4. Quarterly EPS shifted from US$0.07 to US$0.24 and then US$0.70, which may...
TSX:EFR
TSX:EFROil and Gas

Does Goldman’s Endorsement of White Mesa Shift the Bull Case For Energy Fuels (TSX:EFR)?

Earlier this week, Goldman Sachs analyst Brian K. Lee initiated coverage of Energy Fuels, highlighting its White Mesa Mill as the only U.S. facility currently able to process both uranium and rare earth elements and emphasizing its heavy mineral sands assets and role in domestic critical mineral supply chains. This endorsement underlines how Energy Fuels’ integrated uranium and rare earth processing capabilities could make it an important player in U.S. supply security discussions. Next, we...
TSX:NGEX
TSX:NGEXMetals and Mining

Assessing NGEx Minerals (TSX:NGEX) Valuation After Encouraging Lunahuasi Phase 4 Drill Results

Why NGEx Minerals (TSX:NGEX) is Back on Investors’ Radar NGEx Minerals (TSX:NGEX) has drawn fresh attention after reporting new Phase 4 drill results from its 100% owned Lunahuasi copper, gold, and silver project in San Juan, Argentina. The company highlighted a 1,246.50m interval at 0.86% CuEq from 116.50m in drillhole DPDH049, ongoing expansion of the mineralized envelope, and a program that is ahead of schedule with over 17,000m drilled. See our latest analysis for NGEx Minerals. On the...
TSX:CG
TSX:CGMetals and Mining

Centerra Gold (TSX:CG) Valuation Check After Strong 3 Month Share Price Rally

Recent performance snapshot Centerra Gold (TSX:CG) has caught investor attention after a sharp move in its share price over the past 3 months, with shorter term trading showing mixed daily and weekly returns. Over the past month, the stock shows a 10.9% return. This compares with a 2.1% gain over 1 day and a 4.6% decline over the past week, while the past 3 months reflect a 58.8% return. See our latest analysis for Centerra Gold. At a share price of CA$25.64, Centerra Gold’s recent 90 day...
TSX:VHI
TSX:VHIHealthcare Services

TSX Growth Leaders With High Insider Stakes

As the Canadian market navigates through a period of labor stabilization and easing inflation, investors are closely watching the potential impacts of trade renegotiations and geopolitical tensions. In this environment, growth companies with high insider ownership can offer unique insights into confidence from those who know the business best, making them intriguing options for those seeking resilient investment opportunities amidst evolving economic conditions.
TSXV:ALEX
TSXV:ALEXMetals and Mining

TSX Penny Stocks Spotlight: DIRTT Environmental Solutions And Two More To Consider

The Canadian market has recently shown signs of stabilization, with unemployment rates declining and inflation easing closer to target levels, creating a cautiously optimistic economic backdrop. In such conditions, investors might find value in exploring penny stocks—typically smaller or newer companies—that can offer affordability and growth potential. Despite being considered somewhat outdated as a term, penny stocks continue to represent opportunities for those who focus on financial...
TSX:CRT.UN
TSX:CRT.UNRetail REITs

CT REIT Q4 FFO Loss Challenges Income Holder Narratives On Stability

CT Real Estate Investment Trust (TSX:CRT.UN) closed FY 2025 with Q4 revenue of CA$152.9 million and net income of CA$88.4 million, while trailing 12 month revenue sat at CA$604.3 million and net income reached CA$238.4 million. Over the past year, revenue has moved from CA$578.7 million to CA$604.3 million on a trailing basis, with EPS rising from CA$0.85 to CA$2.18 as margins widened from 34.5% to 39.5%. This sets up a results season in which income focused investors are likely to pay close...
TSX:CNQ
TSX:CNQOil and Gas

Stepped-Up Dividends And Buybacks Might Change The Case For Investing In Canadian Natural (TSX:CNQ)

In recent days, Canadian Natural Resources has intensified cash returns to shareholders through higher dividends and share buybacks while continuing to cut debt, underpinned by oil sands and natural gas production focused on Western Canada and the North Sea. This combination of strong free cash flow generation and an income-oriented capital allocation approach is drawing increased attention from investors seeking large, diversified North American energy exposure. With Canadian Natural...