TSX:DSG
TSX:DSGSoftware

The Bull Case For Descartes Systems Group (TSX:DSG) Could Change Following Tariff-Driven U.S. Import Volatility

Earlier this week, supply chain technology provider Descartes Systems Group reported that U.S. container imports fell 5.9% in December, leaving 2025 volumes 0.4% lower than 2024 as tariff policies reshaped trade flows and stoked inflation concerns. Descartes also highlighted that importers had pushed shipments up 10% early in 2025 to get ahead of possible new tariffs, underscoring how its logistics data tracks real-time reactions to shifting trade policy. We’ll now examine how Descartes’...
TSX:CPX
TSX:CPXRenewable Energy

Summer Tolling Extension at Arlington Might Change The Case For Investing In Capital Power (TSX:CPX)

In early January 2026, Capital Power announced it had extended its summer tolling agreement for the 600 MW Arlington natural gas facility through October 2038, adding a 35 MW capacity uprate that is expected to lift annual adjusted EBITDA by about US$70 million by 2032. This extension locks in 13 years of contracted summer revenue while preserving winter merchant exposure, potentially reshaping how investors view the balance between stability and upside in Capital Power’s U.S. southwest...
TSX:EDV
TSX:EDVMetals and Mining

Endeavour Mining (TSX:EDV) Valuation Check After Gold Price Rally On Geopolitical Tensions

Endeavour Mining (TSX:EDV) has jumped into focus after a sharp rise in gold prices, with its shares gaining 5% as heightened geopolitical tension around the reported capture of Venezuela’s president pushed investors toward safe haven exposure. See our latest analysis for Endeavour Mining. Beyond today’s move, Endeavour Mining’s share price return has been strong over longer periods, with a 90 day gain of 24.94% and a one year total shareholder return of 185.38%. This suggests momentum has...
TSXV:ASE
TSXV:ASEMetals and Mining

Asante Gold (TSXV:ASE) Is Up 8.4% After $179M Equity Raise For Bibiani And Chirano Development

On January 6, 2026, Asante Gold Corporation closed a bought deal private placement, issuing 112,125,000 common shares at C$1.60 each for gross proceeds of C$179,400,000, with the brokered offering subject to final TSX Venture Exchange approval and the shares under a four-month hold period. An interesting element for investors is that insiders participated on the same terms as other buyers, while the bulk of the capital is earmarked for development at the Bibiani and Chirano mines and for...
TSXV:AMRQ
TSXV:AMRQMetals and Mining

Does Amaroq’s (TSXV:AMRQ) Guidance Beat at Nalunaq Hint at Durable Operational Discipline?

Amaroq Ltd. recently reported that its Nalunaq gold mine produced approximately 6.6 koz of gold in 2025, exceeding the mid-point of its annual guidance range of 6 koz to 7 koz prior to final refinery assessment. This operational outperformance at Nalunaq adds a fresh data point for investors assessing how effectively Amaroq is converting its asset base into realized production. Next, we will examine how exceeding Nalunaq’s 2025 production guidance shapes Amaroq’s investment narrative and...
TSX:DFY
TSX:DFYInsurance

Will Jefferies’ Bullish Coverage of Definity (TSX:DFY) Shift Its Underwriting-Led Investment Narrative?

In early January 2026, Jefferies initiated coverage of Definity Financial Corp. with a Buy rating, highlighting disciplined underwriting, improving pricing in personal and commercial lines, and a strong capital position supporting organic growth and capital flexibility in the Canadian property and casualty market. This fresh analyst attention, arriving after a quiet period for company-specific news, puts renewed focus on Definity’s digital capabilities as a potential driver of future...
TSX:KEL
TSX:KELOil and Gas

Assessing Kelt Exploration (TSX:KEL) Valuation After Analyst Reaffirmation And New 2025–2026 Guidance

Kelt Exploration (TSX:KEL) is back in focus after reaffirmed analyst confidence coincided with fresh 2025 and 2026 guidance on production volumes and budgeted petroleum and natural gas sales, giving investors updated numbers to assess the stock. See our latest analysis for Kelt Exploration. At a share price of $7.35, Kelt Exploration has seen a 1-day share price return of 1.52% but a 7-day share price return decline of 6.37%. Its 90-day share price return of 13.43% and 5-year total...