Our equity research reports thoroughly examine each company's financial and operational performance, equipping investors with the knowledge needed to make informed decisions.
Builders Capital Mortgage Corp. 🔹 Mortgage Finance
Published on: 6/4/2025
Builders Capital Mortgage Corp. (TSXV: BCF) reported record Q1-2025 results, with mortgage receivables up 20% QoQ to $52M and EPS rising 13% YoY, beating estimates by 2%. The company maintained its $0.80/share dividend, yielding 9.13%. A lower risk profile, driven by a focus on first mortgages and a 33% QoQ drop in stage 3 (impaired) mortgages to 2.6%, bolsters its outlook. Despite housing market challenges, BCF’s loan growth remains strong. With expected Bank of Canada rate cuts in 2025, declining delinquencies, and rising real estate activity, BCF is well-positioned to sustain its dividend and capitalize on market recovery.
Monument Mining Limited 🔹 Gold
Published on: 6/4/2025
Monument Mining Limited (TSXV: MMY, FSE: D7Q1), a Canadian gold producer, has delivered exceptional Q3-FY2025 results, with 9.5 Koz produced at its Selinsing Gold Mine in Malaysia, a 74% YoY increase. The company outperformed expectations, with cash costs down 5% QoQ to $876/oz and gross profit up 18% to $2,071/oz. With $39M in working capital, no debt, and a planned resource upgrade drill program, MMY is poised for growth. Trading at a 73% discount to the sector’s forward EBITDA, MMY remains undervalued despite a 246% YoY stock rise. With rising gold prices and potential M&A activity, MMY offers a compelling investment opportunity.
Vector Mortgage Trust 🔹 Mortgage Investment Entities
Published on: 6/4/2025
Vector Mortgage Trust (VMT), a Mortgage Investment Entity established in 2022, specializes in first mortgages for commercial and land development properties in southern Ontario. With a $238M floating-rate loan portfolio, VMT offers a low-risk, high-yield investment option, boasting a 45% LTV ratio and minimal impaired mortgages. Backed by management with over 50 years of experience and $1.25B in funded mortgages, VMT is well-positioned for stability in a declining rate environment, with a forecasted 9.2% yield in 2025.
Kidoz Inc. 🔹 Advertising
Published on: 5/30/2025
Kidoz Inc. (TSXV: KDOZ / OTC: KDOZF) reported a stellar Q1-2025, with revenue soaring 53% year-over-year to $2.7M, the highest Q1 in its history, surpassing estimates by 26%. Growth was driven by robust demand for its child-safe advertising platform, outpacing YouTube (10%) and Meta (14%) ad revenue gains.
Explore the best stock market analysis and opportunities with our Analysts' Ideas of the Week. Stay informed with top picks from our experts, weekly mining commentary, cryptocurrency analysis and more.
Analyst Idea of the Week
Published on: 6/9/2025
We review the performance of our Top Picks, including a junior PGM-lithium explorer, whose shares rose 71% last week. We also highlight promising updates from gold, copper, and silica juniors under coverage.
Analyst Idea of the Week
Published on: 6/2/2025
We review the performance of our Top Picks, including a junior gold miner, whose shares rose 31% last month. We also highlight promising earnings results from another gold producer, and an alternative lender under coverage, both on our list of Top Picks.
Analyst Idea of the Week
Published on: 5/26/2025
Nigeria’s new Chinese-backed lithium processing plants signal Africa’s rising role in the global lithium market. With EV demand soaring, these facilities, alongside industry leaders like Albemarle and SQM, highlight a promising long-term outlook despite short-term challenges.
Analyst Idea of the Week
Published on: 5/26/2025
We review the performance of our Top Picks, including a potash junior, whose shares rose 56% last month. Additionally, we highlight promising drill results from gold and polymetallic juniors under coverage.