Canadian Transportation Stock News

TSX:SRU.UN
TSX:SRU.UNRetail REITs

A Look At SmartCentres Real Estate Investment Trust (TSX:SRU.UN) Valuation After Strong Full Year 2025 Results

SmartCentres Real Estate Investment Trust (TSX:SRU.UN) has drawn fresh investor attention after reporting full year 2025 results, including net income of CA$310.76 million and an in place and committed occupancy rate of 98.6%. See our latest analysis for SmartCentres Real Estate Investment Trust. The latest earnings update and occupancy metrics sit alongside a CA$27.28 share price and a 16.25% 1 year total shareholder return. Shorter term share price gains suggest momentum has been gradually...
TSX:GWO
TSX:GWOInsurance

The Bull Case For Great-West Lifeco (TSX:GWO) Could Change Following Record Earnings And A 10% Dividend Hike

In February 2026, Great-West Lifeco reported full-year 2025 net income of C$4,120 million, record base earnings growth, a 10% increase in its quarterly common dividend to C$0.67 per share, and continued sizeable share repurchases alongside approved preferred share dividends, marking a year of active capital returns to shareholders. Beyond the headline earnings and dividend hike, the company highlighted strong contributions from its U.S. Empower and Canadian businesses and the use of AI to...
TSX:MEQ
TSX:MEQReal Estate

Assessing Mainstreet Equity (TSX:MEQ) Valuation After Q1 Revenue Growth And Profit Decline

Q1 earnings headline: higher revenue, lower profit Mainstreet Equity (TSX:MEQ) opened its first quarter ended December 31, 2025 with revenue of CA$70.88 million, up from CA$67.61 million a year earlier. Net income fell to CA$48.27 million, and earnings per share also declined. See our latest analysis for Mainstreet Equity. The mixed Q1 result comes after a softer period for the shares, with a 30 day share price return decline of 2.13% and a 1 year total shareholder return decline of 13.21%,...
TSX:AGI
TSX:AGIMetals and Mining

Alamos Gold Expansion Study Recasts Island Gold District Growth Outlook

Alamos Gold (TSX:AGI) released its Island Gold District Expansion Study, outlining a 30% increase in mineral reserves. The study details plans to expand processing capacity at the Magino mill to support higher gold output. The update builds on recent drilling results that point to ongoing resource conversion potential in the district. For investors watching Alamos Gold at CA$61.61, the Island Gold study adds fresh context to a share price that has moved up 12.3% over the past week and 16.9%...
TSX:TXG
TSX:TXGMetals and Mining

How Torex Gold’s CEO Succession from Kuzenko to Snowden Will Impact Torex Gold Resources (TSX:TXG) Investors

Torex Gold Resources Inc. announced on February 4, 2026, that President and CEO Jody Kuzenko will retire immediately after the June 17, 2026 shareholder meeting, with current CFO Andrew Snowden set to assume the role of President and CEO as part of a planned succession. This transition places a long-serving internal leader with extensive mining finance and operational experience at the helm, which may influence how investors assess Torex’s execution on growth projects and capital...
TSX:PPTA
TSX:PPTAMetals and Mining

Pursuit Of US$2 Billion EXIM Financing Might Change The Case For Investing In Perpetua Resources (TSX:PPTA)

Perpetua Resources has moved further into the construction phase of its Stibnite project after securing key federal permits and attracting backing from Agnico Eagle Mines, JP Morgan, and major shareholder John Paulson, while pursuing more than US$2.00 billion in potential Export-Import Bank financing. This combination of regulatory progress, high-profile institutional support, and prospective government-backed funding marks a turning point in Perpetua’s evolution from early-stage developer...
TSX:LAR
TSX:LARMetals and Mining

Wave Of Analyst Upgrades Could Be A Game Changer For Lithium Argentina (TSX:LAR)

In recent days, TD Cowen’s David Deckelbaum and TD Securities raised their views on Lithium Argentina, reinforcing its role in supplying lithium carbonate for battery applications within the Canadian materials sector. This cluster of analyst upgrades has coincided with growing attention to Lithium Argentina’s footprint in the TSX Smallcap Index as investors reassess lithium-related exposure. We’ll now examine how this wave of analyst upgrades around Lithium Argentina’s lithium carbonate...
TSX:T
TSX:TTelecom

TELUS (TSX:T) CEO Shift to Victor Dodig Is Testing Its Digital-First Transformation Story

Earlier this week, TELUS confirmed that longtime President and CEO Darren Entwistle will retire on June 30, 2026, with board member and former CIBC chief Victor Dodig set to assume both roles on July 1, 2026, following a lengthy succession process. The handover from one of the global telecom sector’s longest-serving CEOs to an incoming leader with major-bank transformation experience raises important questions about how TELUS’s strategy in areas like 5G, digital health and AI infrastructure...
TSX:KEY
TSX:KEYOil and Gas

Keyera Acquisition And Leadership Shift Reframe Valuation And Midstream Role

Keyera (TSX:KEY) has agreed to acquire Plains' Canadian NGL business, with closing targeted by the end of Q1 2026. The acquisition is expected to expand Keyera's scale, integrated value chain, and presence across Canadian energy infrastructure. In parallel, Keyera is reorganizing its leadership structure to strengthen accountability and coordination across business units. Keyera is a midstream energy infrastructure company focused on natural gas liquids and related services across Canada...
TSX:SII
TSX:SIICapital Markets

Is It Too Late To Consider Sprott (TSX:SII) After A 182% One-Year Rally?

If you are wondering whether Sprott is priced for perfection or still offers value, the starting point is to understand how its current share price lines up with what the fundamentals might support. The stock last closed at C$168.07, with stated returns of 3.6% over 7 days, 7.4% over 30 days, 21.0% year to date, 182.2% over 1 year, 254.6% over 3 years and 364.5% over 5 years, which will naturally raise questions about how much optimism is already reflected in the price. Recent coverage of...
TSX:CLS
TSX:CLSElectronic

A Look At Celestica (TSX:CLS) Valuation As AI Data Center Demand And Capacity Expansion Gather Pace

Celestica (TSX:CLS) is back in focus after hyperscalers stepped up data center upgrades for AI workloads, driving heavier demand for its high-speed networking gear and prompting a sizeable capacity expansion backed by record bookings. See our latest analysis for Celestica. Despite the latest CA$381.72 share price and a 1 day share price return of 2.17%, Celestica has given back some recent gains with a 30 day share price return decline of 11.28%. However, the 1 year total shareholder return...
TSX:WSP
TSX:WSPConstruction

Why WSP Global (TSX:WSP) Is Down 16.8% After Sector-Wide Industrials Weakness On The TSX

In recent trading, WSP Global Inc.’s shares moved sharply lower to a new 52-week trough as Industrials stocks broadly weakened on the Toronto Stock Exchange. This sector-wide pressure highlights how broader market sentiment can weigh on even well-established engineering and consulting firms like WSP Global, regardless of company-specific developments. With WSP Global’s recent sector-driven slump to a 52-week low, we’ll now examine how this setback affects its existing investment...
TSX:EMP.A
TSX:EMP.AConsumer Retailing

A Look At Empire (TSX:EMP.A) Valuation After Recent Share Price Uptick

Empire (TSX:EMP.A) has drawn investor interest after a recent share move, with the stock up around 5% over the past month while posting a small decline over the past three months. See our latest analysis for Empire. Looking beyond the recent 5% 30 day share price return, Empire’s CA$48.94 share price sits in the context of a modest year to date gain and a stronger 1 year total shareholder return of 17.6%. This suggests steady rather than explosive momentum, while longer term holders have seen...
TSXV:HIVE
TSXV:HIVESoftware

HIVE’s CA$30 Million AI Contracts Test Shift Beyond Crypto Mining

HIVE Digital Technologies' BUZZ high-performance computing division has secured about CA$30 million in long-term AI cloud customer contracts. These multi-year agreements support the rollout of a large GPU cluster at HIVE's Manitoba facility in Canada. The move reflects HIVE's shift toward a twin focus on hashrate services and AI infrastructure alongside its crypto mining operations. For a company better known for crypto mining, TSXV:HIVE is putting more weight behind AI infrastructure at a...
TSX:AC
TSX:ACAirlines

Air Canada (TSX:AC) Q4 Profit Of C$296m Tests Bearish Earnings Decline Narrative

Air Canada (TSX:AC) has wrapped up FY 2025 with fourth quarter revenue of C$5.8b and basic EPS of C$1, alongside net income of C$296m, putting a clear spotlight on how the airline is converting its top line into bottom line results. The company has seen quarterly revenue move from C$5.4b in Q4 2024 to C$5.8b in Q4 2025, while EPS shifted from a loss of C$1.81 per share to a profit of C$1. This sets up a clean read on how margins are trending as investors weigh the latest numbers against Air...
TSX:ARX
TSX:ARXOil and Gas

Is ARC Resources (TSX:ARX) Using Its Debt Refinancing To Quietly Redefine Its Risk‑Reward Playbook?

In February 2026, ARC Resources Ltd. announced a C$950 million senior unsecured notes offering, split between C$400 million 3.349% Series 5 notes due 2029 and C$550 million 4.104% Series 6 notes due 2033, provisionally rated BBB with a Stable trend by Morningstar DBRS. The company plans to use the proceeds to redeem existing Series 1 notes and repay its C$500 million term loan, effectively reshaping its debt mix without increasing total borrowings and reinforcing its investment‑grade credit...
TSX:IMG
TSX:IMGMetals and Mining

IAMGOLD (TSX:IMG) Draws Takeover Speculation Ahead of Côté and Boto Guidance Shift

In the past week, IAMGOLD Corporation drew heightened investor attention ahead of its fourth-quarter and full-year results, scheduled for release on 17 February 2026, with the market focused on production and margin guidance across the Côté, Boto, and Essakane assets. Survey-based speculation that IAMGOLD could become a takeover candidate, alongside expectations for progress at Côté and Boto, has added an extra layer of interest to the upcoming earnings update and its implications for the...
TSX:SVM
TSX:SVMMetals and Mining

Assessing Silvercorp Metals (TSX:SVM) Valuation After Record Revenue And El Domo Budget Update

Silvercorp Metals (TSX:SVM) is back in focus after reporting record third quarter revenue, tied to higher realized silver prices and improved performance at its Ying mining district, along with an updated budget for the El Domo project. See our latest analysis for Silvercorp Metals. The recent earnings release, El Domo budget update and progress on new projects have coincided with a sharp pickup in momentum, with the share price at CA$14.97, a 90 day share price return of 58.08% and a 1 year...
TSX:VMET
TSX:VMETMetals and Mining

Versamet Royalties Equity Raise Reshapes Balance Sheet And Shareholder Base

Versamet Royalties (TSX:VMET) completed a bought deal public offering, adding new equity capital to its balance sheet. The company also closed a concurrent private placement, further increasing available funds for debt repayment, acquisitions, and general corporate purposes. Nemesia S.à r.l. sold a large block of shares and ceased to be an insider, changing the profile of major shareholders. Versamet Royalties focuses on royalty and streaming interests, a model that gives investors exposure...
TSX:ATD
TSX:ATDConsumer Retailing

Alimentation Couche-Tard (TSX:ATD) Leans Into Organic Growth: Is “Core + More” a New Playbook?

Alimentation Couche-Tard recently outlined its past 2026 Business Strategy Update, unveiling a “Core + More” plan that prioritizes its core convenience and fuel operations, targets adjusted EBITDA growth through 2030, and aims for free cash flow above US$2.50 billion in fiscal 2026 while accelerating organic expansion, including 750 additional Circle K stores. A key insight is the company’s pivot toward organic growth and operational execution, leveraging scale, data, and higher-margin...
TSX:ENB
TSX:ENBOil and Gas

Enbridge (TSX:ENB) Margin Compression To 8.7% Tests Stable Cash Flow Narrative

Enbridge (TSX:ENB) has released its FY 2025 numbers with the latest quarter showing revenue of C$14.6b and basic EPS of C$0.30, while the trailing 12 month figures sit at C$64.2b of revenue and EPS of C$2.56. Over recent periods, the company has seen quarterly revenue move between C$11.3b and C$18.5b with basic EPS ranging from C$0.23 to C$1.04. This gives investors a wide set of reference points as they assess the current C$73.30 share price. With profitability framed by these EPS movements...
TSX:ATZ
TSX:ATZSpecialty Retail

Aritzia’s (TSX:ATZ) Aggressive Store Rollout: Smart U.S. Expansion or Margin Risk in Disguise?

Aritzia recently outlined past and upcoming expansion plans, including opening 13 new boutiques, four store repositions or enlargements, and a future flagship in Vancouver at the former Nordstrom site, expected to be its largest Canadian location. This expansion push, alongside the ambition to eventually operate up to 200 U.S. stores, underlines management’s confidence in the brand’s North American growth opportunity. Next, we’ll explore how Aritzia’s accelerated North American boutique...
TSX:SLF
TSX:SLFInsurance

Assessing Sun Life Financial (TSX:SLF) Valuation After A Strong Multi‑Period Share Price Run

Why Sun Life Financial is on investors’ radar today Sun Life Financial (TSX:SLF) has drawn fresh attention after a strong recent share price run, with the stock up over the past week, month and past 3 months. This has prompted a closer look at its fundamentals. See our latest analysis for Sun Life Financial. Beyond the recent bounce, Sun Life Financial’s 1-year total shareholder return of 25.35% and 5-year total shareholder return of 84.09% suggest momentum has been building alongside its...
TSX:WDO
TSX:WDOMetals and Mining

Wesdome Gold Mines (TSX:WDO) Valuation After New Presqu'ile Zone Authorization At Kiena Mine

Wesdome Gold Mines (TSX:WDO) has cleared a key regulatory hurdle at its Kiena Mine by securing an updated Certificate of Authorization and a mine lease for the near surface Presqu'ile Zone in Val d'Or, Quebec. See our latest analysis for Wesdome Gold Mines. The regulatory progress at Kiena comes as momentum in Wesdome Gold Mines' share price has picked up again, with a 1-day share price return of 6.89% and a 7-day share price return of 9.86% following a recent 30-day share price pullback of...