TSX:FM
TSX:FMMetals and Mining

First Quantum Minerals (TSX:FM) Valuation After New Hachita Copper-Gold Exploration Option Deal

First Quantum Minerals (TSX:FM) just struck an option deal with Elemental Royalties for the Hachita copper gold project in New Mexico, a measured step that quietly extends its long term exploration runway. See our latest analysis for First Quantum Minerals. The move comes as First Quantum’s share price sits at $33.31 and has enjoyed a strong run, with a roughly 35% 3 month share price return and year to date share price gains above 70%. This suggests momentum is rebuilding as investors...
TSX:SVM
TSX:SVMMetals and Mining

How An Analyst’s Copper-Focused Upgrade At Silvercorp Metals (TSX:SVM) Has Changed Its Investment Story

In recent days, Silvercorp Metals was upgraded from Hold to Buy by an analyst, reflecting confidence in the miner’s stronger production profile, improving margins, and expansion into copper alongside its core silver operations. This reassessment highlights how adding copper exposure and enhancing production efficiency could reshape Silvercorp’s earnings mix and risk profile within the metals and mining sector. We’ll now explore how this upgrade, driven by Silvercorp’s margin improvement and...
TSX:IPCO
TSX:IPCOOil and Gas

Is International Petroleum’s (TSX:IPCO) New Buyback the Clearest Signal Yet on Capital Allocation Priorities?

Earlier this month, International Petroleum Corporation (TSX:IPCO) announced a new normal course issuer bid authorizing the repurchase and cancellation of up to 6,468,077 shares, or about 5.77% of its 112,155,527 outstanding common shares, through to December 4, 2026. This move tightens the share count at a time when analysts already expect meaningful reductions in shares outstanding, potentially amplifying future per-share metrics if the company delivers on its growth plans. Next, we’ll...
TSX:AGI
TSX:AGIMetals and Mining

Did Alamos Gold’s (TSX:AGI) London Roadshow Quietly Reframe Its Long-Term Production Story?

Alamos Gold Inc. recently presented at The Northern Miner – International Metals Symposium in London, held from November 30 to December 1, 2025, showcasing its latest corporate updates to an audience of global metals investors and industry peers. This conference appearance has drawn fresh attention to Alamos Gold’s outlook and project pipeline, as investors look for clues on future production, costs, and exploration priorities. We’ll now explore how Alamos Gold’s London symposium...
TSX:TKO
TSX:TKOMetals and Mining

Is Taseko Mines (TSX:TKO) Overvalued After Its Strong Share Price Momentum?

Taseko Mines (TSX:TKO) has quietly turned into a serious momentum story this year, with the share price climbing sharply while its copper focused portfolio keeps churning out cash flow driven growth. See our latest analysis for Taseko Mines. That strong copper narrative is showing up in the numbers, with the share price now at $7.32 and a powerful uptrend reflected in its 30 day share price return of 18.64 percent and one year total shareholder return of 164.26 percent. This points to clear...
TSX:WFG
TSX:WFGForestry

West Fraser Timber (TSX:WFG): Valuation Check After Major OSB Mill Curtailments and Impairment Charge

West Fraser Timber (TSX:WFG) just shook up its OSB footprint by moving to indefinitely curtail its High Level, Alberta mill and keep one Cordele, Georgia line idled, with a sizeable impairment charge looming. See our latest analysis for West Fraser Timber. Those OSB cutbacks help explain why sentiment has cooled. The share price is now at $86.24 and a year-to-date share price return of minus 31.01 percent is feeding into a one-year total shareholder return of minus 34 percent, signalling...
TSX:X
TSX:XCapital Markets

Will Surging 2025 Trading Volumes Reshape TMX Group's (TSX:X) Earnings Momentum Narrative?

TMX Group recently reported its November 2025 trading statistics, showing year-to-date increases in volume, value, and transactions across the Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, and Montréal Exchange, while also confirming past and upcoming holiday closures and shortened hours for its Canadian marketplaces. The strong rise in trading activity, particularly the very large year-on-year increases in total volume and value, highlights how higher market...
TSX:GEI
TSX:GEIOil and Gas

Gibson Energy (TSX:GEI) Valuation Check After Long-Term Edmonton Contracts and New Texas Growth Project

Gibson Energy (TSX:GEI) just locked in two long duration take or pay contracts at its Edmonton Terminal and greenlit a new Texas infrastructure project, tightening the visibility around its future cash flows. See our latest analysis for Gibson Energy. Those long term Edmonton deals and the new Texas project land against a share price of CA$25.88, with an 11.46% 1 month share price return and a 5 year total shareholder return of 66.92%, suggesting quietly building momentum as the market...
TSX:BLX
TSX:BLXRenewable Energy

Did Boralex’s (TSX:BLX) New European Leader Quietly Redefine Its Core Investment Narrative?

On December 4, 2025, Boralex Inc. appointed Jean-Christophe Dall’Ava as Executive Vice President and General Manager, Europe, replacing Nicolas Wolff and entrusting him with its European renewable operations. Dall’Ava’s track record in shaping Boralex’s European power purchase agreement strategy and leading development teams signals management continuity in a core market where regulatory and contract structures are central to the business model. We’ll now examine how Dall’Ava’s European...
TSX:ATD
TSX:ATDConsumer Retailing

Couche-Tard (TSX:ATD) Valuation After Q2 Earnings Growth and a Double-Digit Dividend Hike

Alimentation Couche-Tard (TSX:ATD) just released a busy second quarter update, pairing steady year-over-year earnings growth with a double-digit dividend hike that signals confidence in its cash generation and balance sheet. See our latest analysis for Alimentation Couche-Tard. The market has been slow to reward that progress, with the share price at about $74.17 and a year to date share price return of roughly minus 6 percent, even though the five year total shareholder return is still a...
TSX:LB
TSX:LBBanks

Assessing Laurentian Bank (TSX:LB) Valuation After Its Recent Share Price Rebound

Recent Performance Puts Laurentian Bank in Focus Laurentian Bank of Canada (TSX:LB) has quietly staged a strong rebound, with the share price climbing roughly 17% over the past week and close to 20% this month. This has drawn fresh attention from value minded investors. See our latest analysis for Laurentian Bank of Canada. That surge caps a much stronger run, with the 90 day share price return of 27.31% and year to date share price return of 38.07%, signaling that momentum is building as...
TSXV:SLVR
TSXV:SLVRMetals and Mining

Silver Tiger Metals (TSXV:SLVR) Valuation After $40M Equity Raise and Narrower Quarterly Net Loss

Silver Tiger Metals (TSXV:SLVR) just wrapped up a sizeable CAD 40 million follow on equity raise, days before reporting a narrower quarterly net loss that subtly shifts the risk reward profile for this junior miner. See our latest analysis for Silver Tiger Metals. At a CA$0.73 share price, Silver Tiger’s 1 month share price return of 7.35 percent sits against a hefty year to date share price return of over 200 percent. This suggests momentum is still building as the financing and improving...
TSX:CAE
TSX:CAEAerospace & Defense

Defense-Driven Revenue Jump Might Change The Case For Investing In CAE (TSX:CAE)

Earlier this week, CAE Inc reported a 9% increase in consolidated revenue, driven by a 14% Defense segment revenue rise and a 41% jump in adjusted Defense operating income, while its Civil Aviation unit faced softer training center utilization and lower operating income. The results highlight how CAE’s transformation plan, focused on portfolio sharpening, tighter capital management, and operational efficiency, is beginning to shift the company’s earnings mix toward higher-contributing...
TSX:GSY
TSX:GSYConsumer Finance

Does goeasy (TSX:GSY) CEO Succession Reinforce Its Credit-Focused Strategy Or Hint At Change?

goeasy Ltd. has announced that CEO Dan Rees will step down on December 31, 2025, due to a blood disorder, with Patrick Ens, currently President of easyfinancial, set to become CEO on January 1, 2026, and Rees serving as Special Advisor until June 30, 2026. This leadership change brings an externally identified, high-potential successor with deep consumer lending experience from Capital One Canada and strong recent results at easyfinancial into the top role, signaling an emphasis on...