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I don't love valuation models because they rely on assumptions, and assumptions can be dangerous. But we still need to pay attention. I sold my position in BIPC not because I don't like the stock or that I'm spooked by recent movement, but rather in the optic of portfolio simplification. Since I started this portfolio in September 2017, I have received a total of $36,444.54 CAD in dividends.

This is a battle between a gold giant generating record cash flows and a smaller miner about to sell its most problematic mine and get $1.5 billion.

National Bank of Canada TSE: NA reported stronger second-quarter adjusted earnings as revenue growth, active client demand and credit performance helped offset macroeconomic uncertainty, management said on the bank's earnings call.

Soft economic conditions and greater uncertainty will take the spotlight as banks report earnings, shifting focus to credit-loss provisions.

Canada's largest banks head into fiscal Q2 2026 earnings facing a more complex macro backdrop than they did just three months ago. Visible Alpha consensus expectations show Canada's major banks are still poised to deliver resilient fiscal Q2 2026 results for the April quarter. Consensus expectations point to healthy year-over-year growth in revenue and earnings across most banks, although profitability metrics such…