Canadian Transportation Stock News

TSX:AP.UN
TSX:AP.UNOffice REITs

Is Allied Properties Real Estate Investment Trust (TSX:AP.UN) Expensive As Q2 Losses Deepen?

Why Allied Properties Real Estate Investment Trust Stock Is In Focus After Q2 Results Allied Properties Real Estate Investment Trust (TSX:AP.UN) moved into the spotlight after reporting second quarter 2026 earnings. The results showed lower sales and a much larger net loss compared with the same period last year. The REIT reported CAD 140.51 million in second quarter sales, compared with CAD 145.05 million a year earlier. Net loss widened to CAD 744.7 million from CAD 94.74 million. For the...
TSX:IAU
TSX:IAUMetals and Mining

i-80 Gold (TSX:IAU) Lone Tree Update Puts Its Fair Value Story Back In Focus

i-80 Gold (TSX:IAU) is back in focus after a detailed update on refurbishing its Lone Tree autoclave and carbon-in-leach plant in Nevada, a key step in shifting to in-house processing. See our latest analysis for i-80 Gold. The Lone Tree update has come alongside sharp share price moves, including a 24.73% 7 day share price return and a 170.24% 1 year total shareholder return. However, the 3 year total shareholder return has declined 17.45%, suggesting momentum has recently picked up after a...
TSX:NTR
TSX:NTRChemicals

Does Nutrien (TSX:NTR) Pairing Higher Potash Volumes With Buybacks Refine Its Core Investment Story?

Nutrien Ltd. recently reported second-quarter 2026 results, with sales rising to US$10,812 million and net income of US$1,214 million, while also declaring a quarterly dividend of US$0.55 per share payable on October 16, 2026. The company paired this performance with increased full-year 2026 volume guidance for Potash and detailed reliability-driven volume expectations for Nitrogen and Phosphate, alongside completing a US$261 million buyback of 3,732,920 shares. We’ll now examine how...
TSX:DML
TSX:DMLOil and Gas

Denison Mines (TSX:DML) Moves Phoenix Into Full Scale Construction, Is It Fully Priced?

Denison Mines (TSX:DML) has moved its Phoenix in situ recovery uranium project into full-scale construction, with work now focused on the Phase 1 perimeter freeze wall and other schedule critical infrastructure. See our latest analysis for Denison Mines. These construction milestones at Phoenix come as Denison Mines trades at CA$4.49, with a 1-day share price return of 2.75% and a 7-day share price return of 13.67%. The 90-day share price return is down 14.48% and the 1-year total shareholder...
TSX:SJ
TSX:SJForestry

Stella-Jones (TSX:SJ) Earnings Test Fair Value As Margin Targets Hold

Stella-Jones earnings event and why it matters now Stella-Jones (TSX:SJ) just reported second quarter 2026 results that showed lower net income and earnings per share, as one-time costs weighed on adjusted EBITDA margins and drew fresh attention from investors. See our latest analysis for Stella-Jones. The mixed second quarter has come after a period where Stella-Jones’ share price return has eased, with a 30-day share price return that declined 2.88% and a year to date share price return...
TSX:IVN
TSX:IVNMetals and Mining

Does Ivanhoe Mines' (TSX:IVN) Revenue–Profit Gap Reveal a New Phase in Its Growth Strategy?

Ivanhoe Mines Ltd. has released its second-quarter and first-half 2026 results, showing sales rising to US$152.61 million for the quarter and US$318.14 million for six months, while net income for the half-year eased to US$49.76 million and earnings per share held at US$0.03. The contrast between sharply higher sales and lower six-month net income, with unchanged per-share earnings, gives investors a clearer view of how rising operating activity is intersecting with costs and project...
TSX:CLS
TSX:CLSElectronic

Celestica (TSX:CLS) Stock May Be 37% Undervalued On AI Funding Raise

Celestica’s share price has climbed very sharply over the past five years, yet the stock still screens as undervalued on both intrinsic value estimates and earnings based checks, which raises the question of how much of that move is backed by fundamentals. Celestica has delivered a very large 5 year return of about 40x, which puts extra focus on whether today’s price still leaves room for a reasonable margin of safety. The recent equity raise of about US$3.45b to support AI infrastructure...
TSX:CF
TSX:CFCapital Markets

Canaccord Genuity Group (TSX:CF) Is Seeking Wealth Management Acquisitions In Three Markets

Canaccord Genuity Group (TSX:CF) says it is actively looking for acquisitions in its core wealth management operations across Canada, Australia, and the U.K. The company signalled that it is targeting deals that fit closely with its existing wealth franchises rather than pursuing broad financial investments. Management described potential transactions as opportunities to seek business combinations that can support organic growth within its key markets. The disclosure points to a possible...
TSX:ERO
TSX:EROMetals and Mining

Ero Copper (TSX:ERO) Gains Momentum As Strong Earnings Put Valuation Back In Focus

Ero Copper (TSX:ERO) is back in focus after its 5 August earnings update, which showed higher second quarter sales, net income and earnings per share, alongside solid copper and gold production and maintained full year guidance. See our latest analysis for Ero Copper. That earnings update landed alongside powerful price action, with Ero Copper’s 1 day share price return of 9.54% and 7 day share price return of 26.94% adding to a 1 year total shareholder return of 148.47%, which shows recent...
TSX:BEI.UN
TSX:BEI.UNResidential REITs

The Bull Case For Boardwalk Real Estate Investment Trust (TSX:BEI.UN) Could Change Following New Desjardins Co-Ownership Platform And Net Loss – Learn Why

In July 2026, Boardwalk Real Estate Investment Trust reported higher quarterly and half-year sales but swung to a net loss, while also confirming continued monthly cash distributions and unveiling a new multifamily co-ownership with Desjardins Global Asset Management seeded with a CAD 292 million Western Canada portfolio. This partnership not only validates Boardwalk’s IFRS asset values and maintains its 50% ownership stake, but also introduces recurring fee income through management and...
TSX:AGI
TSX:AGIMetals and Mining

Is Alamos Gold (TSX:AGI) Undervalued After Its Production Guidance Cut?

Alamos Gold (TSX:AGI) is back in focus after a seismic event at its Young-Davidson mine prompted lower 2026 production guidance, even as Island Gold reports record output and recent earnings results attract fresh attention. See our latest analysis for Alamos Gold. Recent events around the guidance cut, record output at Island Gold, strong second quarter earnings and the completed share buyback have all landed during a sharp rebound in Alamos Gold's share price, with short term momentum...
TSX:SEC
TSX:SECCapital Markets

Senvest Capital (TSX:SEC) Stock Reprices After Earnings Swing Turns Explosive

Senvest Capital walked into this earnings print with a deep value label pinned on it. The stock closed at CA$430 on 5 August and is priced at a very low trailing P/E of about 1.7x, even as its trailing net margin sits at 32.3%. Yet the headline from this quarter is not the valuation story. It is the violent swing back into profitability, with Q2 basic earnings per share of CA$171.49 after a loss per share in Q1, which now leads investors to question how conservative that discount really...
TSX:BTO
TSX:BTOMetals and Mining

How Does B2Gold (TSX:BTO) Menankoto Permit Shape Its Long-Term Fekola Complex Strategy?

In early August 2026, B2Gold Corp. announced that Mali granted the Menankoto exploitation permit to its Malian subsidiary, completing the Fekola Regional permit package and enabling pre-stripping and tolling preparations for future production near the Fekola Mine. This permit, issued under Mali’s 2023 Mining Code while the main Fekola Mine remains under the 2012 Code, reshapes B2Gold’s long-term operating framework in the country by formalizing a differentiated ownership and fiscal structure...
TSX:GIL
TSX:GILLuxury

Gildan Activewear Stock And 2 Apparel Names Shaped By New US Tariffs

New US Section 301 tariffs now touch almost every corner of global trade, and textile and apparel supply chains sit right in the crosshairs. For investors, that creates a rare moment when import rules can reshape winners and losers in plain sight. This article walks through three stocks exposed to the tariff shock, two that may gain and one that could feel pressure, to help you decide what deserves a closer look. Delta Apparel (DLAP.Q) Overview: Delta Apparel is a vertically integrated...
TSX:LAC
TSX:LACMetals and Mining

Lithium Americas (TSX:LAC) Unveils $175 Million Debenture Deal, Is The Valuation Discount Justified?

Why a new convertible debenture deal matters for Lithium Americas Lithium Americas (TSX:LAC) has agreed to issue up to $175,000,000 in subordinated convertible debentures, a financing move that could shape its capital structure and future dilution risk for shareholders. See our latest analysis for Lithium Americas. The debenture announcement comes after a volatile stretch for Lithium Americas, with a 1-day share price return of 6.15% and a 7-day share price return of 11.97%. This contrasts...
TSX:LUNR
TSX:LUNRMetals and Mining

LunR Royalties (TSX:LUNR) Earnings Update Puts Its Rich Valuation Back In Focus

Earnings update and board appointment set the tone for LunR Royalties LunR Royalties (TSX:LUNR) reported second quarter 2026 results with US$4.61 million in sales and a net loss of US$0.147 million, alongside a six month loss of US$1.99 million. The company also added Scott Langley to its Board of Directors. He brings corporate development and metals and mining investment banking experience that could influence how LunR Royalties evaluates future royalty and streaming opportunities. See our...
TSXV:ARTG
TSXV:ARTGMetals and Mining

Artemis Gold (TSXV:ARTG) Is Up 22.4% After Inaugural Dividend And Blackwater Phase 1A Milestone - What's Changed

Artemis Gold Inc. reported past second-quarter 2026 results showing sales of CA$433.58 million and net income of CA$199.02 million, alongside its first-ever quarterly dividend of CA$0.05 per share approved for payment in September 2026. At the same time, the company confirmed that Phase 1A of the Blackwater expansion was 57% complete and on track for fourth-quarter 2026 commissioning, pointing to a 33% increase in processing capacity once fully integrated. We will now examine how the new...
TSX:RUS
TSX:RUSTrade Distributors

Russel Metals (TSX:RUS) Is Up 20.4% After Record Q2 Earnings And Kloeckner Boosted Margins – Has The Bull Case Changed?

Russel Metals Inc. reported second-quarter 2026 results showing sales rising to CA$1,655.0 million and net income to CA$78.5 million, with basic earnings per share from continuing operations increasing to CA$1.43. Over the first half of 2026, the company’s sales reached CA$3,073.3 million and net income CA$150.3 million, highlighting the contribution of record volumes and the Kloeckner acquisition to stronger earnings. Next, we’ll examine how record revenues and better margins, supported...