TSX:OLA
TSX:OLAMetals and Mining

A Look At Orla Mining (TSX:OLA) Valuation After Advancing The South Railroad Gold Project To Execution

Orla Mining (TSX:OLA) is back in focus after releasing an optimized feasibility study for its South Railroad Gold Project in Nevada and securing board approval to start detailed engineering, procurement, and project execution spending. See our latest analysis for Orla Mining. The South Railroad update comes after a strong run for Orla Mining, with the share price at CA$20.42 and recent momentum reflected in a 90 day share price return of 20.47% and a very large 1 year total shareholder return...
TSX:AQN
TSX:AQNIntegrated Utilities

A Look At Algonquin Power & Utilities (TSX:AQN) Valuation After Recent COO Appointment And Refocus On Utilities

Algonquin Power & Utilities (TSX:AQN) has drawn fresh attention after appointing Peter Norgeot as Chief Operating Officer. The move is tied to its ongoing effort to refocus on regulated utilities and tighten capital execution. See our latest analysis for Algonquin Power & Utilities. The appointment of a new COO comes as Algonquin’s CA$9.00 share price has recorded a 7.1% 1 month share price return and a 7.5% 3 month share price return. The 1 year total shareholder return of 47.8% follows a...
TSX:ENB
TSX:ENBOil and Gas

Enbridge (TSX:ENB) Valuation Check As Shares Trade Below Narrative Fair Value Estimate

Why Enbridge is on investors’ radar today With Enbridge (TSX:ENB) recently closing at CA$66.17, some investors are revisiting the stock and looking at how its current share price lines up with recent returns and the wider energy infrastructure story. See our latest analysis for Enbridge. Recent trading has been quietly positive, with a 1-day share price return of 1.7% and a 7-day share price return of 4.1%. Total shareholder return sits at 8.9% over 1 year and 108.3% over 5 years, pointing to...
TSX:CJ
TSX:CJOil and Gas

How Early Reford SAGD Outperformance And Steady Dividend At Cardinal Energy (TSX:CJ) Has Changed Its Investment Story

Cardinal Energy Ltd. confirmed that its January cash dividend of C$0.06 per common share will be paid on February 17, 2026 to shareholders of record as of January 30, 2026, while also reporting that its Reford SAGD project surpassed its 6,000 bbl/d nameplate capacity ahead of schedule. The combination of stronger-than-expected Reford SAGD production and a maintained monthly dividend highlights Cardinal’s focus on sustaining returns while operating on a net debt neutral basis in 2026. Next,...
TSX:IPCO
TSX:IPCOOil and Gas

International Petroleum (TSX:IPCO) Is Up 5.9% After Early Blackrod First Steam Milestone - Has The Bull Case Changed?

International Petroleum Corporation has reported that, following substantial progress during 2025, it began first steam injection at its 100%-owned Blackrod Phase 1 project in Canada on December 20, 2025, which targets plateau production of 30,000 bopd under an approved capacity of up to 80,000 bopd. The update also shows that about US$785 million of the planned US$850 million growth capital to first oil has already been spent, highlighting that roughly 92% of Phase 1’s budgeted investment...
TSX:WFG
TSX:WFGForestry

West Fraser Timber (TSX:WFG) Is Up 5.5% After US$409 Million Lumber Goodwill Impairment Has The Bull Case Changed?

In January 2026, West Fraser Timber Co. Ltd. disclosed that it had recorded an approximately US$409 million non-cash impairment of goodwill in its Lumber segment for the fourth quarter of 2025, reflecting persistently challenging economic conditions and a recalibration of assumptions in its annual goodwill impairment test. This sizeable goodwill write-down highlights management’s reassessment of the long-term earnings potential of the Lumber business and the pressures affecting its...
TSX:TD
TSX:TDBanks

Assessing Toronto-Dominion Bank (TSX:TD) Valuation After A Strong Year Of Shareholder Returns

Recent performance snapshot Toronto-Dominion Bank (TSX:TD) has drawn fresh attention as investors reassess recent returns and valuation signals. The share price has shown mixed short-term moves but much stronger performance over the past year. See our latest analysis for Toronto-Dominion Bank. While the 1 day and 7 day share price returns for Toronto Dominion Bank have been slightly negative, the 90 day share price return of 17.41% and 1 year total shareholder return of 63.45% point to...
TSX:DML
TSX:DMLOil and Gas

Is It Too Late To Consider Denison Mines (TSX:DML) After Its Strong Uranium Rally?

If you are wondering whether Denison Mines is priced attractively after its run in the uranium space, this article walks through what the current share price might imply about value. The stock last closed at C$5.14, with returns of 11.7% over 7 days, 50.3% over 30 days, 24.2% year to date and 89.0% over 1 year, plus a very large gain over 5 years. Recent coverage has centred on Denison Mines as a uranium focused name, with investors closely watching the sector and the company’s position...
TSX:CAR.UN
TSX:CAR.UNResidential REITs

Should CAPREIT’s CIO Exit and Ongoing Distributions Require Action From Canadian Apartment Properties REIT (TSX:CAR.UN) Investors?

Canadian Apartment Properties Real Estate Investment Trust announced its January 2026 monthly distribution of CA$0.12917 per unit, payable on February 17, 2026 to unitholders of record as of January 30, 2026. The REIT also disclosed that its inaugural Chief Investment Officer, Julian Schonfeldt, who has overseen more than CA$6.00 billion of transactions since 2022, will depart around April 30, 2026, raising questions about continuity in acquisitions and capital allocation. We’ll now examine...
TSX:AGI
TSX:AGIMetals and Mining

Alamos Gold (TSX:AGI) Valuation After Record Revenues And Production Miss Driven By Severe Winter Weather

Alamos Gold (TSX:AGI) has drawn attention after reporting record quarterly and annual revenues, alongside lower-than-planned Q4 and full-year 2025 gold production, with weather-related disruptions also coinciding with a sharp share price pullback. See our latest analysis for Alamos Gold. Those record revenue figures come after a strong run, with the share price at CA$54.14 today and a 1 year total shareholder return of 92.43% and 5 year total shareholder return of roughly 4.6x. However,...
TSX:VLN
TSX:VLNMachinery

Velan Q3 2026 Profitability Return Tests Bullish Narrative On Earnings Quality

Velan (TSX:VLN) has put up Q3 2026 numbers with total revenue of US$71.66 million and basic EPS of US$0.14, alongside net income from continuing operations of US$3.0 million. The company has seen quarterly revenue move from US$77.70 million in Q2 2025 through US$83.20 million in Q4 2025 and US$72.23 million in Q1 2026, with EPS ranging from a loss of US$2.22 in Q3 2025 to a profit of US$0.83 in Q1 2026 and US$0.14 this quarter, which keeps the focus squarely on how much of that profit is...
TSX:STN
TSX:STNConstruction

Scottish Water Design Win Might Change The Case For Investing In Stantec (TSX:STN)

Stantec recently was named preferred bidder to serve as a primary designer for Scottish Water Enterprise, a multibillion-pound program to upgrade Scotland’s water and wastewater networks through about 2039. The mandate deepens Stantec’s role in large UK utility infrastructure, potentially broadening its long-term design portfolio in regulated water services. We’ll now examine how this long-horizon Scottish Water Enterprise role could influence Stantec’s investment narrative and earnings...
TSX:RCH
TSX:RCHTrade Distributors

Richelieu Hardware (TSX:RCH) Margin Slippage Tests Bullish Growth Narratives After FY 2025 Results

Richelieu Hardware (TSX:RCH) has wrapped up FY 2025 with fourth quarter revenue of $510.9 million and basic EPS of $0.46, alongside net income of $25.6 million. The company has seen revenue move from $476.2 million and EPS of $0.44 in Q4 FY 2024 to $510.9 million and $0.46 in Q4 FY 2025, while trailing 12 month EPS sits at $1.55. With a trailing net margin of 4.4% versus 4.7% a year earlier, the latest results point to earnings holding up but leave investors watching how efficiently those...
TSX:ONEX
TSX:ONEXCapital Markets

Onex (TSX:ONEX) Valuation Check As New Continuation Fund And Ryan Investment Mark Portfolio Refocus

Onex (TSX:ONEX) is back in focus after creating a US$1.6b continuation fund to retain three portfolio companies for a longer period, alongside a new Neuberger Berman investment in Ryan that supports the tax services firm’s global expansion. See our latest analysis for Onex. At a share price of CA$118.78, Onex has logged a 6.73% 30 day share price return and a 4.20% year to date share price return, while its 1 year total shareholder return of 7.47% and very strong 3 and 5 year total...
TSX:ATZ
TSX:ATZSpecialty Retail

How Founder’s Share Sale and Strong Results At Aritzia (TSX:ATZ) Has Changed Its Investment Story

Aritzia Inc. recently completed a Follow-on Equity Offering of approximately CA$200.12 million, with founder Brian Hill selling 1,537,000 subordinated voting shares at CA$130.20 per share for personal estate and diversification reasons, while the company reported higher quarterly and nine‑month sales, net income, and earnings per share compared with a year earlier. Although Aritzia will not receive proceeds from the founder’s secondary sale, the transaction follows strong reported operating...
TSX:HBM
TSX:HBMMetals and Mining

Assessing Hudbay Minerals (TSX:HBM) Valuation After Weaker 2025 Production Update

Why Hudbay’s latest production update matters Hudbay Minerals (TSX:HBM) has drawn fresh attention after releasing preliminary production figures for the fourth quarter and full year 2025, showing lower copper, gold, zinc and silver volumes compared with the prior period. See our latest analysis for Hudbay Minerals. The production update lands after a strong run in Hudbay Minerals’ share price, with a 30 day share price return of 19.62% and a 90 day gain of 36.32%. The 1 year total shareholder...
TSX:FVI
TSX:FVIMetals and Mining

Is It Too Late To Consider Fortuna Mining (TSX:FVI) After Its 131% One Year Rally?

If you are trying to figure out whether Fortuna Mining is still reasonably priced after a strong run, the starting point is understanding how its current share price lines up with its underlying value. The stock closed at C$14.29 recently, with returns of 3.5% over 7 days, 9.1% over 30 days, 9.2% year to date, 131.2% over 1 year and 183.5% over 3 years. Those figures naturally raise questions about how much future upside or risk is now reflected in the price. Recent coverage has focused on...
TSX:CS
TSX:CSMetals and Mining

Capstone Copper (TSX:CS) Valuation Check As Record Output Meets Mantoverde Strike Disruption

Capstone Copper (TSX:CS) is on investors’ radar after reporting record 2025 copper output of 224,764 tonnes, while at the same time managing a strike at its Mantoverde Mine that is temporarily curbing production. See our latest analysis for Capstone Copper. That mix of record 2025 output and the ongoing Mantoverde strike seems to be feeding into sentiment, with the share price at CA$14.07 and a 90 day share price return of 26.64%. Over longer periods, the 1 year and 5 year total shareholder...
TSX:GMIN
TSX:GMINMetals and Mining

Does Strong First-Year Output At Tocantinzinho Reshape The Bull Case For G Mining Ventures (TSX:GMIN)?

G Mining Ventures Corp. has reported preliminary fourth-quarter and full-year 2025 results for its Tocantinzinho Gold Mine in Brazil, including 47,346 ounces of gold produced in Q4 and 171,871 ounces for the year from 4,086,000 tonnes processed. The first full year of commercial production showed improving mine and plant productivity, supported by an 18% increase in the average mining rate and strong safety performance. Next, we will examine how these productivity gains at Tocantinzinho...
TSXV:HIVE
TSXV:HIVESoftware

Why HIVE Digital Technologies (TSXV:HIVE) Is Up 11.5% After Paraguay Hydro-Powered AI Cloud JV Announcement

HIVE Digital Technologies recently announced a joint venture with Paraguay’s leading telecommunications operator to launch one of the country’s first purpose-built BUZZ AI cloud platforms, hosted in a Tier III data center in Asunción and powered by renewable hydroelectric energy for high-performance computing and AI workloads across South America. This move marks a meaningful shift in HIVE’s business mix, using its Bitcoin-focused Tier I infrastructure as a springboard into higher-value AI...
TSXV:SVRS
TSXV:SVRSMetals and Mining

Silver Storm Mining (TSXV:SVRS) Valuation After La Parrilla Drilling Kickoff And OTCQX Upgrade

Why Silver Storm Mining is on investors’ radar right now Silver Storm Mining (TSXV:SVRS) has caught fresh attention after starting underground drilling at its La Parrilla Silver Mine Complex in Mexico and qualifying to trade on the OTCQX Best Market in the U.S. See our latest analysis for Silver Storm Mining. The recent commencement of underground drilling at La Parrilla and the move to the OTCQX market appear to be coinciding with strong momentum, with a 30 day share price return of 29.41%,...
TSX:K
TSX:KMetals and Mining

Why Kinross Gold (TSX:K) Is Up 7.8% After Greenlighting Self-Funded U.S. Projects And Buybacks

Kinross Gold has now moved ahead with construction of three U.S. growth projects, Round Mountain Phase X, Bald Mountain Redbird 2, and Kettle River-Curlew, while completing a US$600 million share repurchase that reduced its share count by 2.5%. The decision to self-fund these higher-grade, mine-life-extending projects from operating cash flow, alongside buybacks, highlights Kinross’s emphasis on internally generated growth and capital returns. We’ll now assess how Kinross’s choice to proceed...
TSX:ERO
TSX:EROMetals and Mining

Ero Copper (TSX:ERO) Valuation Check After All‑Time High And New Buy Coverage

Ero Copper (TSX:ERO) has drawn fresh attention after its stock reached an all-time high of 31.59 US$, coinciding with new research coverage that highlights its high-grade, low-cost Brazilian copper operations. See our latest analysis for Ero Copper. The latest share price of CA$41.71 comes after a 21.04% 1 month share price return and a 34.85% 3 month share price return. The 1 year total shareholder return of 108.24% and 3 year total shareholder return of 93.37% point to momentum that has...
TSX:BMO
TSX:BMOBanks

Evaluating Bank of Montreal (TSX:BMO) Valuation After Recent Share Price Momentum

Bank of Montreal (TSX:BMO) shares have attracted attention after recent price gains, with the stock up over the past month and past three months, prompting investors to reassess its long term return profile. See our latest analysis for Bank of Montreal. The recent 30 day share price return of 4.38% and 90 day share price return of 7.08% suggest momentum has been building. The 1 year total shareholder return of 36.97% and 5 year total shareholder return of 137.05% point to a strong longer term...