TSX:WPM
TSX:WPMMetals and Mining

Did Wheaton’s US$300 Million Hemlo Gold Stream Just Shift Wheaton Precious Metals' (TSX:WPM) Investment Narrative?

Wheaton Precious Metals Corp. recently completed a US$300 million gold streaming agreement with Hemlo Mining Corp. to support its acquisition of the Hemlo Mine from Barrick, securing long-term access to a portion of the mine’s gold production at 20% of spot prices. The deal not only delivers immediate production and cash flow but also lifts Wheaton’s gold reserves and resources and grants it a right of first refusal over future precious metals financings linked to Hemlo. We’ll now examine...
NYSE:KKR
NYSE:KKRCapital Markets

Can KKR (KKR)–Capital Group’s Retirement Tie-Up Redefine Its Role in Everyday Portfolios?

Capital Group and KKR recently expanded their partnership to create integrated retirement and wealth solutions that blend Capital Group’s public market strategies with KKR’s private market capabilities, including new target date funds and public-private model portfolios for defined contribution and wealth clients. The move is important because it aims to bring private market exposure into mainstream retirement and wealth offerings at scale, potentially reshaping how everyday savers access...
TSXV:HMMC
TSXV:HMMCOil and Gas

Hemlo Mining (TSXV:HMMC): Taking Stock of Valuation After a Quiet 5% Single‑Session Gain

Hemlo Mining (TSXV:HMMC) has quietly climbed about 5% in the latest session, catching the eye of investors who track thinly traded Canadian gold names for early signs of shifting sentiment. See our latest analysis for Hemlo Mining. That 5.14% one day share price return looks more like a sharp sentiment reset than a random blip. With the year to date share price return still slightly negative, this suggests early momentum may be rebuilding rather than fading. If Hemlo’s move has you thinking...
NasdaqGM:VCYT
NasdaqGM:VCYTBiotechs

Veracyte (VCYT) Valuation Check After Strong Q3 Beat and Upgraded 2024 Revenue, Margin Guidance

Veracyte (VCYT) just delivered a stronger than expected third quarter, topping earnings and revenue forecasts and lifting its full year revenue and adjusted EBITDA margin guidance, a combination that tends to reset investor expectations fast. See our latest analysis for Veracyte. That upbeat guidance lands after a strong run, with the share price up around 37 percent on a 90 day basis and supported by a 67 percent three year total shareholder return. This suggests momentum is building even...
TSX:DSG
TSX:DSGSoftware

Does Descartes Systems Group’s (TSX:DSG) New Buyback Reveal a Deeper Shift in Capital Priorities?

Descartes Systems Group recently reported higher third-quarter and nine-month results to October 31, 2025, with sales and net income rising year-on-year, and then announced a new 12‑month share repurchase program subject to Toronto Stock Exchange approval. This combination of improving profitability and a planned buyback suggests management is prioritizing earnings quality and capital returns alongside continued growth investments. We’ll now explore how Descartes’ stronger earnings and...