TSX:BITF
TSX:BITFSoftware

Does Bitfarms (TSX:BITF) AI Pivot Really Reduce Risk or Just Shift It Elsewhere?

Bitfarms Ltd. recently presented at the 28th Annual Needham Growth Conference at The Lotte New York Palace Hotel in New York, where Chief Financial Officer Jonathan Mir and Chief Operating Officer Liam Daniel Wilson outlined the company’s current position and plans. This conference appearance gave management a platform to discuss how its transition from Bitcoin mining toward AI and high‑performance computing data centers may reshape the business mix and risk profile for investors. We’ll now...
TSX:DPM
TSX:DPMMetals and Mining

DPM Metals (TSX:DPM) Is Up 7.0% After Hitting Gold Guidance And Advancing Čoka Rakita Feasibility

DPM Metals Inc. recently reported its preliminary fourth-quarter and full-year 2025 operating results, confirming 244.9 thousand ounces of gold and 30.0 million pounds of copper produced while also advancing the Čoka Rakita feasibility study and filing its NI 43-101 technical report in Serbia. By hitting its gold production guidance for the eleventh consecutive year and progressing both Vareš ramp-up and Čoka Rakita development, the company reinforced the consistency of its operations...
TSX:SVM
TSX:SVMMetals and Mining

Assessing Silvercorp Metals (TSX:SVM) Valuation After Strong Recent Share Price Momentum

Silvercorp Metals (TSX:SVM) has drawn fresh attention after recent share price moves, prompting investors to reassess how its current valuation lines up with its earnings profile and exposure to silver and base metals. See our latest analysis for Silvercorp Metals. Recent share price returns for Silvercorp Metals have been strong, with a 20.46% 1 month share price return and 33.60% 3 month share price return, alongside a very large 1 year total shareholder return. This points to building...
TSX:MEQ
TSX:MEQReal Estate

Does Mainstreet’s Big Dividend Hike Shift the Capital Allocation Story for TSX:MEQ Investors?

Mainstreet Equity Corp. recently announced that its Board of Directors declared a quarterly cash dividend of C$0.08 per common share for the quarter ended December 31, 2025, a very large increase over the prior quarter, payable on January 31, 2026 to shareholders of record on January 16, 2026. The company also designated the entire distribution as an eligible dividend under the Income Tax Act (Canada), which may enhance its appeal to certain taxable Canadian investors seeking potentially...
TSX:DSV
TSX:DSVMetals and Mining

Discovery Silver (TSX:DSV) Valuation In Focus After Large Insider Share Sales

Insider Share Sales Put Discovery Silver in Focus Recent insider trading disclosures show Discovery Silver (TSX:DSV) directors William Murray John and Jeffrey Scott Parr selling large blocks of shares in early January, prompting fresh attention on the stock from investors. See our latest analysis for Discovery Silver. Those insider sales come after a strong run in the share price, with Discovery Silver now at CA$8.96 and a 90 day share price return of 52.38%. The 1 year total shareholder...
TSX:FVI
TSX:FVIMetals and Mining

Assessing Fortuna Mining (TSX:FVI) Valuation After Share Buybacks And West Africa Growth Progress

Fortuna Mining (TSX:FVI) recently repurchased about 1.7 million shares under its normal course issuer bid. The company is also moving ahead with early works at Diamba Sud and a feasibility review to expand the Séguéla processing plant. See our latest analysis for Fortuna Mining. Those buybacks and West African project updates come as Fortuna Mining’s share price sits at CA$14.58, with an 8.48% 1 month share price return and a very large 3 year total shareholder return of about 21x. This...
TSX:NGEX
TSX:NGEXMetals and Mining

Why NGEx Minerals (TSX:NGEX) Is Up 6.9% After High-Grade Lunahuasi Phase 4 Drill Results

NGEx Minerals recently reported Phase 4 drill results from holes DPDH050 to DPDH054 at its 100%-owned Lunahuasi copper-gold-silver project in San Juan, Argentina, showing long high-grade intersections and expansion of the Mars, Jupiter, and Saturn zones. The program, now exceeding 12,000 metres and ahead of schedule, marks NGEx’s largest-ever drill campaign at Lunahuasi and underscores Lunahuasi’s growing gold potential. We’ll now examine how these ahead-of-schedule, high-grade Lunahuasi...
TSXV:FLT
TSXV:FLTAirlines

Is Volatus Aerospace’s (TSXV:FLT) New CAD 250M Shelf Key to a More Flexible Financing Play?

Earlier in January 2026, Volatus Aerospace Inc. filed a CAD 250 million universal shelf registration covering common shares, debt securities, depositary shares, warrants, and units. This broad shelf structure gives Volatus Aerospace significant flexibility to raise capital when needed, which can be important for funding future corporate initiatives or strengthening its financial position. With this new capital-raising flexibility in place, we’ll explore how the shelf registration shapes...
TSX:KNT
TSX:KNTMetals and Mining

K92 Mining (TSX:KNT) Is Up 6.6% After Record 2025 Output From Expanded Kainantu Mine

K92 Mining Inc. recently reported its fourth-quarter and full-year 2025 results, highlighting quarterly sales of 41,344 ounces of gold, 1,726,051 pounds of copper and 44,317 ounces of silver, and record annual output from the Kainantu Gold Mine in Papua New Guinea. The commissioning and on-budget completion of the 1.2 million-tonnes-per-annum Stage 3 expansion plant underpinned record production and signals meaningful operational scale-up potential. We’ll now examine how record 2025...
TSX:NG
TSX:NGMetals and Mining

How Investors May Respond To NovaGold Resources (TSX:NG) Advancing Donlin Gas Access And Feasibility Study Progress

NovaGold Resources recently reported further progress on its Donlin Gold project, including a court-directed Supplemental Environmental Impact Statement process, advancement of a Bankable Feasibility Study with prime contractor selection, and a non-binding Letter of Intent with Glenfarne Alaska LNG to evaluate natural gas supply via a long-distance buried pipeline. These updates suggest that key permitting, infrastructure planning, and technical design work are increasingly aligning for what...
CNSX:DPRO
CNSX:DPROAerospace & Defense

Is Draganfly’s (CNSX:DPRO) Needham Appearance Quietly Reframing Its Institutional Credibility Narrative?

Draganfly announced that CEO Cameron Chell will present at the 28th Annual Needham Growth Conference in New York on January 14, 2026, alongside hosting one-on-one meetings with institutional investors. This investor-focused appearance, coming soon after new defense and security-related contract activity, may give the company a rare spotlight among specialized drone and aerospace peers. Next, we will examine how Chell’s upcoming Needham conference presentation shapes Draganfly’s investment...
TSX:HR.UN
TSX:HR.UNREITs

A Look At H&R REIT (TSX:HR.UN) Valuation After Recent Short Term Share Price Momentum

H&R Real Estate Investment Trust (TSX:HR.UN) is back on investors’ radar after a year in which the unit price, total return profile and income statement all point in slightly different directions. See our latest analysis for H&R Real Estate Investment Trust. The recent 1 month share price return of 9.33% and 7 day share price return of 4.36% suggest short term momentum is building again, even though the 90 day share price return of 2.65% decline contrasts with a much stronger 1 year total...
TSX:BBD.B
TSX:BBD.BAerospace & Defense

Has The Run In Bombardier (TSX:BBD.B) Shares Gone Too Far?

If you are wondering whether Bombardier’s share price still reflects fair value after its recent run, you are not alone. The stock closed at C$249.78, with returns of 0.3% over 7 days, 11.1% over 30 days, 3.8% year to date and 178.8% over the last year. This naturally raises questions about both upside potential and changing risk perceptions. Recent coverage of Bombardier has focused on its position as a pure play business jet manufacturer and investor interest in how the company is...
TSX:QRC
TSX:QRCCapital Markets

Queens Road Capital Investment Q1 EPS Strengthens Earnings Growth Narrative

Queen's Road Capital Investment (TSX:QRC) has opened 2026 with Q1 total revenue of US$69.9 million and basic EPS of US$1.36, backed by trailing twelve month revenue of US$128.3 million and EPS of US$2.50. The company has seen quarterly revenue range from US$61.8 million to US$86.1 million over the last year, with basic EPS moving between a loss of US$1.42 and a high of US$1.77 as trailing twelve month earnings climbed from US$0.40 to US$2.50 per share. With trailing net profit margins...
TSX:MFC
TSX:MFCInsurance

Assessing Manulife Financial’s Valuation As An Analyst Upgrade Renews Interest In Growth And Capital Returns

Recent attention on Manulife Financial (TSX:MFC) has picked up after an analyst upgraded the stock to a buy rating. Investors are also focusing on the insurer’s value metrics, capital returns, and asset management progress. See our latest analysis for Manulife Financial. The recent upgrade comes against a backdrop of firm price action, with Manulife’s 90 day share price return of 13.52% and 1 year total shareholder return of 26.11% pointing to momentum that has built steadily over time. If...
TSX:FFH
TSX:FFHInsurance

Assessing Fairfax Financial Holdings (TSX:FFH) Valuation After Announcing A US$15 Dividend Per Share

Dividend announcement and why it matters now Fairfax Financial Holdings (TSX:FFH) has declared a dividend of US$15.00 per share, payable on January 22, 2026, to shareholders of record on January 15, 2026, with withholding tax for non residents. See our latest analysis for Fairfax Financial Holdings. Fairfax Financial Holdings’ latest dividend decision comes as the shares trade at CA$2,609.95, with a 30 day share price return of 6.54% and a 1 year total shareholder return of 36.32%. This...
TSX:CCO
TSX:CCOOil and Gas

Cameco (TSX:CCO) Is Up 10.5% After U.S.-Backed US$80 Billion Nuclear Reactor Agreement - What's Changed

Cameco, a major uranium producer with a sizeable stake in Westinghouse Electric, previously entered into an approximately US$80.00 billion U.S. government-backed agreement to build nuclear reactors across the country, highlighting its role across the nuclear fuel and reactor value chain. Recent sector-wide policy support, AI-driven power demand, and Cameco’s long-term utility contracts at unusually high price levels together underscore how its integrated exposure to uranium supply and...
TSX:DFY
TSX:DFYInsurance

A Look At Definity Financial (TSX:DFY) Valuation After Jefferies’ Positive Initiation Report

Jefferies’ recent initiation on Definity Financial (TSX:DFY) has put fresh attention on the Canadian insurer, with the report pointing to disciplined underwriting, firmer pricing and expanding digital capabilities in a supportive property and casualty market. See our latest analysis for Definity Financial. Definity Financial’s share price has been edging higher, with a 90-day share price return of 9.8% and a 1-year total shareholder return of 41.78%, suggesting momentum has been building...
TSX:NGD
TSX:NGDMetals and Mining

Is New Gold’s (TSX:NGD) Low P/E Hinting at Mispriced Earnings Potential or Lingering Skepticism?

In recent days, New Gold’s upcoming earnings report has drawn heightened attention, with analysts expecting a substantial improvement in earnings per share compared with last year and maintaining their projections. At the same time, the company’s P/E ratio sitting below the broader Metals & Mining industry average has added to investor interest in how its valuation compares with peers. We’ll now examine how this anticipation around earnings and the company’s relative valuation may...
TSXV:AGX
TSXV:AGXMetals and Mining

Silver X Mining (TSXV:AGX) Valuation After Strong Q4 2025 Production And Growth Investments

Why Silver X Mining is back on investor radars Silver X Mining (TSXV:AGX) recently reported fourth quarter 2025 operating results at its Nueva Recuperada project in Peru, with processed tonnage up 24% and silver equivalent ounces processed up 17% quarter over quarter. See our latest analysis for Silver X Mining. The strong fourth quarter production update has followed a powerful share price run, with a 53.23% 90-day share price return and a very large 1-year total shareholder return of...
TSXV:BEW
TSXV:BEWSoftware

TSX Penny Stocks To Watch In January 2026

The first week of 2026 has been marked by significant geopolitical and economic developments, including U.S. military actions in Venezuela and new labour-market data from Canada and the U.S., though these events may not immediately impact the broader economy or markets. Amidst these shifts, investors often seek opportunities that can offer growth potential despite market uncertainties. Penny stocks, while an older term, remain relevant as they represent smaller or newer companies with the...
TSX:BTO
TSX:BTOMetals and Mining

A Look At B2Gold (TSX:BTO) Valuation After Heavy Trading And Rising Sector Interest

Heavy trading in B2Gold after sector strength and analyst updates B2Gold (TSX:BTO) saw heavy trading on 9 January 2026, with 9,138,200 shares changing hands as investors reacted to stronger sentiment in the gold sector and fresh analyst commentary. The stock is also drawing attention ahead of its 25 February 2026 earnings release, when the company may update the market on production and cost guidance across its main operating mines. See our latest analysis for B2Gold. That surge in volume...
TSX:SDE
TSX:SDEOil and Gas

Does Spartan Delta’s 2026 Production Guidance Refine Its Long-Term Strategy Storyline (TSX:SDE)?

In early January 2026, Spartan Delta Corp. issued production guidance for the year, targeting average output of 50,000–52,000 BOE/d. This production range gives investors a clearer view of the company’s operational scale and planning assumptions for the upcoming year. With 2026 production now guided at 50,000–52,000 BOE/d, we’ll assess how this shapes Spartan Delta’s investment narrative and outlook. These 19 companies survived and thrived after COVID and have the right ingredients to...
TSX:AAUC
TSX:AAUCMetals and Mining

Allied Gold (TSX:AAUC) Valuation Check As Sadiola Phase 1 Ore Processing Reaches A Key Milestone

Allied Gold (TSX:AAUC) has drawn fresh attention after starting ore processing on the new comminution circuit at its Sadiola mine. This is a Phase 1 expansion step aimed at higher output and lower operating costs. See our latest analysis for Allied Gold. Those Sadiola expansion milestones arrive as Allied Gold’s share price, last closing at CA$34.89, shows firm momentum, with a 90 day share price return of 31.36% and a 1 year total shareholder return of 242.06%. This suggests sentiment has...