TSX:HBM
TSX:HBMMetals and Mining

Is UBS’s Copper World Focus Quietly Rewriting Hudbay Minerals’ (TSX:HBM) Core Investment Story?

UBS has recently initiated coverage on Hudbay Minerals Inc., describing it as a diversified mid-tier copper producer and highlighting the Copper World project as a central growth driver funded largely by organic free cash flow and existing commitments. This endorsement brings fresh attention to Hudbay’s mix of North and South American copper, gold, silver, zinc, and molybdenum assets at a time when analysts already see it as closely tied to critical mineral trends. We’ll now examine how...
TSXV:ZDC
TSXV:ZDCTrade Distributors

A Look At Zedcor (TSXV:ZDC) Valuation After Recent Insider Buying By Major Shareholder Dean Sylvan Swanberg

Recent insider buying at Zedcor (TSXV:ZDC) is drawing attention after Senior Officer, Director, and 10% holder Dean Sylvan Swanberg acquired 100,000 common shares through direct ownership. See our latest analysis for Zedcor. Zedcor’s share price closed at CA$5.46. While the 1 day share price return of 1.87% offers a short-term bump, recent 7 day and year to date share price returns are negative. This is set against a very strong 1 year and multi year total shareholder return that suggests...
TSX:MG
TSX:MGAuto Components

Do ADAS Wins And CES Radar Showcase Reframe Magna’s Competitive Edge Narrative (TSX:MG)?

In early January 2026, Magna International highlighted progress in winning new powertrain, seating and advanced driver-assistance contracts, while grappling with slower EV demand and pricing pressure across its diversified automotive supply operations. RBC Capital Markets’ sector-perform view following Magna’s CES 2026 showcase of its scalable mid-range radar belt underscored the increasing importance of its Veoneer-enabled ADAS capabilities and longstanding OEM relationships. We’ll now...
TSX:FNV
TSX:FNVMetals and Mining

Does Franco-Nevada (TSX:FNV) Still Offer True Diversification Amid Latin American Legal Uncertainty?

In recent days, Franco-Nevada has come under pressure as investors reassessed its exposure to a legally disputed Latin American asset and a softer precious metals outlook, putting its business mix under closer scrutiny. The episode has thrown fresh attention on how Franco-Nevada’s royalty and streaming model can limit direct operational risk while still leaving the company exposed to concentration and geopolitical uncertainties. Next, we’ll examine how concerns over the disputed Latin...
TSX:FTS
TSX:FTSElectric Utilities

Assessing Fortis (TSX:FTS) Valuation As Dividend Growth And Capital Investment Plans Attract Income Investors

Interest in Fortis (TSX:FTS) has picked up as investors focus on its long history of dividend increases and a large capital investment plan focused on regulated utility infrastructure across Canada, the US, and the Caribbean. See our latest analysis for Fortis. At a share price of $71.63, Fortis has seen a modest 30 day share price return of 2.10%, while the 1 year total shareholder return of 26.11% points to steady, income driven momentum rather than sharp short term swings. If Fortis has...
TSX:NTR
TSX:NTRChemicals

Assessing Nutrien (TSX:NTR) Valuation After Profertil Exit And Portfolio Streamlining

Why Nutrien’s Profertil exit matters for shareholders Nutrien (TSX:NTR) has closed the sale of its 50% stake in Argentine nitrogen producer Profertil S.A., a move that fits a wider divestment effort across its agricultural input assets. The company has raised about $900 million in gross proceeds from these asset sales since late 2024. It plans to direct this capital toward targeted growth projects, share repurchases, and paying down debt. See our latest analysis for Nutrien. At a share price...
TSX:NA
TSX:NABanks

How NBC Global Finance’s JTC Stake Sale and ROE Target Will Impact National Bank of Canada (TSX:NA) Investors

In recent days, NBC Global Finance Limited, linked to National Bank of Canada, disclosed the sale of 1,553,823 JTC plc shares, while the bank also commented on Canadian trade data, Montreal housing trends, and macro priorities including a 17%+ ROE target by 2027. Together with commentary on its consistent dividends, focused growth in wealth management and regional markets, and disciplined capital deployment, these updates highlight National Bank of Canada’s positioning as an income-oriented...
TSX:CG
TSX:CGMetals and Mining

Is It Time To Reassess Centerra Gold (TSX:CG) After Its Strong Share Price Rally?

If you are wondering whether Centerra Gold's current share price reflects its true worth, you are not alone; many investors are asking the same question right now. The stock recently closed at $21.39, with returns of 10.1% over 7 days, 9.6% over 30 days, 10.1% year to date, 161.6% over 1 year and 185.6% over 3 years, along with a 73.7% return over 5 years. Recent news around Centerra Gold has focused on ongoing operational updates, project developments and how the company is positioned...