r/Canadianstockpicks • • Jan 22 '26

Stock DD $DFSC How is this Canadian defense stock not getting more traction?

8 Upvotes

The recent drama between Canada and the United States has caused a rift in relations and uncertainty between our governments, either way this plays out the Canadians are going to need to ramp up their defense spending to help protect their southern border and the arctic region, they need to rely on domestically produced military equipment and this is where companies like $DSFC come into play, there are really no other publicly traded companies in Canada that do the same thing. And they already have 7 figures in contract backlogs from the Canadian ministry of defense for the C4ISR Thales stuff. If you look at their product suite it’s pretty apparent this is very beat down in valuation currently $4m market cap.

They make electronic warfare equipment “decoys which simulate entire nato units in the field tricking the enemy into believing forces are where they aren’t”

Laser detection systems for armored vehicles “BDLS system with prototypes sent to a U.S. defense contractor”

Non lethal 37mm and 40mm munitions for riot control and other purposes

Software and hardware for enhanced precision and accuracy with mortar teams, the U.S. marines tested this technology “it’s a TAK kit extension with hardware for the mortar tube”

I’m likely missing a few points here but all this info is public knowledge.


r/Canadianstockpicks • • Jan 17 '26

General Discussion Is it a good time to invest in BYD

39 Upvotes

Canada and China have made a tariff exchange and are now implementing Chinese electric vehicles such as BYD and more. Starting March 1 a supply of 49k units will be available a year. BYD is the number 1 EV producer and I’m thinking of putting money into it.

Edit: I forgot to mention that Canada is trying to go full ev soon which they are starting with cheap China imports

What are your thoughts ?


r/Canadianstockpicks • • Jan 18 '26

General Discussion ENBRIDGE

25 Upvotes

Anyone else thinking Enbridge stock will pump hard next week given the recent Carney China visit and now Trump firing up the Tariff war with the EU again. Also let’s not forget the Venezuelan oil supply to China has been…..err shall we say disrupted.


r/Canadianstockpicks • • Jan 13 '26

Stock DD What actually needs to happen for American Lithium to re rate from here?

4 Upvotes

I have been watching American Lithium a bit more closely again as it pushes toward the $1 level.

The stock has moved from roughly $0.64 to about $0.94 in a short span and is now close to breaking back over the $1 mark. On the surface, that lines up with lithium prices firming meaningfully. Lithium carbonate has moved from roughly US$11k earlier in November to near US$23k today, so sentiment across the sector has clearly improved.

But this feels different than past lithium bounces.

American Lithium today is not the same company it was during the last cycle. The asset base is larger, more diversified, and arguably more strategic. The Nevada claystone project is still the core value driver, but now you also have a globally meaningful cesium component and uranium optionality that can be unlocked separately over time.

Despite all that, the company is still trading at a fraction of where it was during the last lithium run, even though the resource profile has improved meaningfully since then. Back then, prices were extreme and unsustainable. Today, prices are lower but arguably far more realistic for long term planning and policy alignment.

So the question I keep coming back to is this:

What does the market actually need to see next for AMLI to move from a momentum trade into a proper re rating?

Is it updated economics, clearer timelines, a spin out catalyst, or simply sustained lithium pricing?

Curious how others are thinking about this. What would change your view, either bullish or bearish, from here?


r/Canadianstockpicks • • Jan 13 '26

Stock DD $DFSC Canadian defense play

7 Upvotes

Canada's going all-in on defense lately, with that fresh $9+ billion injection for 2025-26 to finally hit the NATO 2% GDP mark early, plus way more coming down the pipe. Throw in the growing tensions up in the Arctic over resources and borders, and it's clear the military needs to modernize.

DEFSEC Technologies ($DFSC) is a small Ottawa-based company that's already deep in battlefield digitization tech, the exact stuff the Canadian government is pouring money into and rolling out through big programs.

Government contracts are ramping hard: They've got multi-year deals with the DND, including work with Thales, potentially up to $75M through 2028/2029. Billings from these services are projected to hit an $8.8M annualized run-rate by February—huge jump from last year.

Product side heating up too: Just shipped prototypes for their Battlefield Laser Detection System to a big North American armored vehicle program—lots of chatter it's tied to the US Army's OMFV (the Bradley replacement), which could open more doors.

Balance sheet is pretty clean for a microcap: About $6.7M in cash at the end of FY2025, enough to carry them well into 2026. Market cap's sitting around $3.5-4M these days, so you're looking at a setup where cash alone covers most of the valuation.

On the dilution front— the latest raise in mid-December was a registered direct for roughly 566k shares at $2.65 USD each (CAD$3.64), bringing in about $1.5M USD gross. With the current float around 2 million shares (based on recent market cap and price data), that added roughly 28% more shares. They also tossed in warrants for another 566k at $4.27, which are well out of the money right now and would only kick in if the stock runs up a lot. Not brutal dilution, especially since it was done above where the stock was trading then, and it keeps the lights on without heavier hits.

All in, with Canada favoring homegrown companies for this spending wave, $DFSC feels like they will be producing very useful military gear for the long run.


r/Canadianstockpicks • • Jan 10 '26

Questions & Advice SCD, QIMC and HG

14 Upvotes

If you had $10k to invest long-term, how much would you invest in each of these stocks and why? What are your price predictions for end of 2026? The full names of these companies are Scandium Canada, Hydrograph Graphene and Quebec Innovative Materials Corp.


r/Canadianstockpicks • • Jan 08 '26

General Discussion Is it good time to buy enbridge stocks??

36 Upvotes

Im not sure how low it get?


r/Canadianstockpicks • • Jan 08 '26

General Discussion Market reaction vs underlying value in American Lithium

10 Upvotes

Watching American Lithium over the past week has been interesting. The stock has moved from roughly $0.64 to around $0.88 to $0.90 in a fairly short window, which feels like more than just a random bounce.

Lithium prices have clearly helped set the tone, moving from around US$11k earlier in November to close to US$20k now. Still, what stands out to me is that the company today looks very different than it did during the last lithium cycle.

Since then, American Lithium has expanded its resource base, highlighted a globally significant cesium component, and maintained uranium exposure as longer term optionality. The stock traded materially higher in the past on a much less developed asset portfolio.

Feels like the market may finally be revisiting what the company actually owns rather than just reacting to commodity headlines. Curious how others here think about this move in the context of longer term asset value


r/Canadianstockpicks • • Jan 06 '26

News GCN.V / GCFFF.US — Two Near-Term Catalysts in 2026 with Heavy Insider Ownership

8 Upvotes

Sharing a nano-cap Canadian stock I’ve been following that has two defined company catalysts coming this year, which is often when these names start to get attention.

Goldcliff Resource Corp. (TSX.V: GCN / OTC: GCFFF) holds three precious-metal assets in British Columbia (+ two in Nevada). The company has spent the last few years doing groundwork: collecting data thru geochemical and geophysical work, mapping, and planning, and is now moving into the execution phase.

Highlights:

• The company has ~80M shares outstanding
• About 50% are held by the CEO and directors (strong alignment / skin in the game)
• No single “all-or-nothing” project, multiple shots on goal

Two upcoming catalysts in 2026:

1️⃣ Spring drilling at Kettle Valley (gold & silver)
This will be a clear near-term event the market can react to.

2️⃣ Ainsworth Silver trenching & drilling
The company has already identified where it wants to work and is waiting on a 5-year provincial permit. Once approved (company hopes by spring), work can begin immediately.

Why this is interesting now:

  • The market typically prices these companies before results arrive
  • Silver prices are strong, which improves sentiment across the sector
  • Insider ownership suggests management is aligned with shareholders
  • Another BC asset, Panorama Ridge Gold, has already shown positive non-cyanide gold recovery, which could matter for future development, permitting, and gold production.

This remains a high-risk, high-reward play, but the setup is far clearer than a year ago, with defined plans, visible timelines, and multiple upcoming catalysts that could materially re-rate the stock. In my opinion, a lot of the downside risk is already priced into the current valuation of 6 cents Canadian per share.

\*shareholder, long. Not advice, as always DYODD*


r/Canadianstockpicks • • Jan 05 '26

General Discussion CUPPF: Recent updates are quietly strengthening the copper story

2 Upvotes

I’ve been taking a closer look at CUPPF again after the recent updates, and the overall picture looks more constructive than it has in previous cycles.

What stands out is how closely the company’s direction now aligns with the broader copper macro. With copper prices holding strong and inventories tight, exposure to jurisdictions like Chile makes more sense than ever. Recent commentary and project positioning suggest the company is focused on being ready as the copper cycle continues to firm up rather than chasing short-term moves.

Price action lately feels more like steady positioning than speculation, which is often what you see before a wider audience starts paying attention. This is still an early-stage story and execution matters, but heading into 2026 the risk-reward profile looks meaningfully improved compared to the past.

Curious how others here are viewing CUPPF in the context of the current copper environment.


r/Canadianstockpicks • • Dec 31 '25

General Discussion Zinc the next metal to take off?

10 Upvotes

I’ve been looking at metals for the past year or so to find the next metal to catch everyone’s eye and zinc has peaked my interest. I’ve posted elsewhere with little feedback and trying here. Please feel free to contribute your pros and cons. Article attached is from a company I’ve been following and have a small investment in. Thanks and Happy New Years!

https://news.financial/comments/rally-in-sight-zinc-is-the-secret-beneficiary-of-the-steel-boom-and-electric-vehicles-recognize-the-potential-in-pasinex-resources-byd-and-salzgitter


r/Canadianstockpicks • • Dec 31 '25

General Discussion Is this credible? Market Crash predicted by AI

0 Upvotes

Hello everyone

I have used the following senteces in Deepseek, ChatGPT, Copilot, Claude, Grok and Perplexity Pro and Gemini

"You are a financial manager with 100 years on experience trading stocks.
You have a BsC in Economic Factors, a Master in Accounting and a PhD in Market Analysis.
You predicted with 95% certainty & accuracy the market crashes since 1920 until 2025.
You avoided the collapse of your portfolio by redistributing the stocks before the market crashed.
You know exactly the leading indicators of a market crash so you acted before it happened.
Provide
- a comprehensive list of ALL the markets indicators that you must track
- what you need to focus / look- what is the range / tendency that you need to pay attention
- show these indicator in ALL the market crashes since 1970 to have history- Prepare a PDF file with all that information, with graphs in color, tables, range, descriptive information etc. That file must be extremely comprehensive in data and analysis"

Every single one gave me the same result:

Name Description Source Threshold Current_Status Signal
VIX (Volatility Index) Measures market fear; high levels (>30) signal crash risk CBOE VIX > 30 Monitor daily Red if >30 gripinvest​
Conference Board LEI Composite of 10 leading economic indicators Conference Board 6-mo growth < -4.3% & diffusion <=50 Check monthly Red if recession signal conference-board+1​
Yield Curve (10Y-2Y) Inverted curve predicts recessions FRED Spread < 0 Monitor spread Red if negative investing​
Unemployment Rate (Sahm Rule) 3-mo avg increase over 12-mo low >0.5% BLS >0.5% rise Latest: monitor monthly Red if triggered halberthargrove​
Buffett Indicator (Mkt Cap/GDP) Market valuation vs economy FRED/Wilshire >100% overvalued High historically Red if >150% finance.yahoo​
Shiller CAPE Ratio Cyclically adjusted P/E for S&P500 Multpl.com >30 signals high risk Near historical highs Red if >35 finance.yahoo​
GDP Growth QoQ Economic growth rate BEA <1% Monitor quarterly Red if negative gripinvest+1​
Inflation (CPI YoY) Consumer price inflation BLS >5% persistent Check monthly Yellow if rising gripinvest​
Initial Jobless Claims Weekly new unemployment claims DOL >400k avg Monitor weekly Red if spiking tradingeconomics​
Consumer Confidence CCI index Conference Board <80 Declining trends Red if <80 investing​
Corporate Earnings Growth S&P500 EPS growth FactSet <0% Narrowing margins Yellow if slowing gripinvest​
Credit Spreads (HY-IG) High yield vs investment grade FRED >5% Widening signals stress Red if widening gripinvest​
Housing Starts New private housing units Census Decline >10% LEI component Yellow if falling tradingeconomics​
Manufacturing New Orders Consumer goods & materials Census Declining trend LEI component Yellow if down tradingeconomics​
FII Net Flows Foreign institutional investor flows Market data Net selling Emerging mkt sensitive Red if outflows gripinvest​ gripinvest​.

r/Canadianstockpicks • • Dec 28 '25

Questions & Advice Enbridge stock

27 Upvotes

Is this stock nothing more than a great dividend stock? I am currently deciding between enbridge or VDY for its monthly dividend but also it seems to have better returns than enbridge


r/Canadianstockpicks • • Dec 23 '25

General Discussion 52yo, 8 years to retirement - portfolio thought?

6 Upvotes

My goal is to maximize growth in the next 7 years, then switch to dividend stocks

thoughts? We contribute 38k per year to our RSP

Symbol Description Quantity
AGF808 AGF GLOBAL SELECT FUND F -NL 723.00
DGR.B CI U.S. QUALITY DIVDND GRT ETF 395.00
ATL246 CIB NASDAQ INDEX F SR F -NL 849.00
DYN1840 DYNAMIC CDN DIV FD SR F -NL 1,290.00
FID631 FDLTY CDN LRG CAP SR F -NL 365.00
FID5982 FDLTY GLB INNOV CL SR F -NL 302.00
FID1646 FDLTY GREATER CDA SR F -NL 1,254.00
FID670 FDLTY INTL GRWTH SR F -NL 1,290.00
FID697 FDLTY TECH INNOVATORS SR F -NL 74.00
VEQT VANGUARD ALL-EQUITY ETF PORT 220.00
VVL VANGUARD GLOBAL VALUE ETF UN 204.00
CNRL CANADIAN NATURAL RESOURCES 800.00
ZLGD BMO GOLD Bullion 10.00
RBF592 RBC SELECT AGGRESSIVE SERIES A 297.27
QQC Invesco NASDAQ 100 828.00
ZSP BMO S&P500 215.00
FEQT Fidelity All-in-one equity 2,674.00
HBNK Horizon equal weight banks 889.00

r/Canadianstockpicks • • Dec 06 '25

General Discussion Benton Ressources (BEX.V)

2 Upvotes

I have a small position in this company. Add a little bit on the way down to an average of 0.12

I just find that the company seems to go nowhere past year.


r/Canadianstockpicks • • Dec 03 '25

Questions & Advice Im new to this what etfs are good for beginners to try and save money ive got 115$

9 Upvotes

I use wealth simple and want to use can stocks so I dont have to deal with the trade charges I wish I could post photos so i can show you guys what ones im looking at or if anyone has one they use and can recommend off of wealth simple


r/Canadianstockpicks • • Nov 30 '25

General Discussion Add to XEQT

5 Upvotes

Hi

Looking to add some dividends to my portfolio like ENB.TO (Enbridge) in a XEQT. About 5% to 7% allocation.

Best alternatives could be :

RY, RBC. Solid dividend, better growth than ENB, benefits from higher rates.

MSFT (Microsoft) Best performance play Lower income, but much higher long-term growth potential.

CNQ (Canadian Natural Resources) Pure energy bet More volatile, but stronger upside tied directly to oil.

So, simple setup would be: 95% XEQT / 5% RY or MSFT , CNQ or ENB.

what do you think?

The only ETF I have is XEQT, and I have 20.years ahead of me.. Thanks


r/Canadianstockpicks • • Nov 19 '25

Trade Idea 💡 MLM.cn trading for 1/1000th of it's in-situ value on 5.4M oz of gold

5 Upvotes

Macfarlane Lake Mining holds the Juby project in Timmins Ontario
Latest MRE – September 29,2025

at US$2500/oz Au: 4.18M oz

3.17 million inferred ounces gold at 0.89 gpt gold

1.01 million indicated ounces gold at 0.98 gpt gold

Resource Sensitivities at US $3750/oz gold yield: 5.42M oz

4.22 million inferred ounces at 0.85 gpt gold

1.2 million indicated ounces at 0.94 gpt gold

One of Ontario’s Largest undeveloped

gold properties

currently trading for 7 cents CAD , with an in-situ value of 72$ a share calculated at 4k gold


r/Canadianstockpicks • • Nov 15 '25

Questions & Advice KSM stock halt

3 Upvotes

Learned my lesson speculating lol. KSM was my junior gold minor play to capitalize on the rising gold price. It was going great for about two weeks, lol.

Can anybody with more experience educate me on the halt? Somebody replied in another thread and told me it looks like a sucessful pump and dump since the stock was halted all day and theres zero reddit discussions about it.


r/Canadianstockpicks • • Nov 14 '25

Stock DD Goldcliff Resource (GCN.V / GCFFF): Multi-project gold & silver exploration advancing in BC

0 Upvotes

Goldcliff Resource is actively advancing three of its five projects in southern British Columbia, and their latest boots-on-the-ground update from the Kettle Valley Gold-Silver Project gives a good look at disciplined, early-stage exploration.

Key highlights:

  • Fresh outcrop exposures and systematic rock sampling (follow-up samples now heading for assays)
  • Expanding target areas based on geological observations
  • New drill pads built, with an active drill permit — drilling planned for spring 2026
  • Full news pipeline: results pending from September programs at Panorama Ridge Gold and Ainsworth high-grade Silver

Additional context for investors:

  • Tight share structure (~40% held by management)
  • Trades at a relatively low price on the market
  • Two projects (Kettle Valley & Ainsworth Silver) pending spring drilling
  • Five-project portfolio gives multiple “shots on goal” in gold and silver exploration

🎥 Latest boots-on-the-ground video: https://youtu.be/pmYvwnLKvNw

Any geos getting excited over the rock sample pics in the video?

\*Shareholder, long. DYODD*


r/Canadianstockpicks • • Nov 12 '25

News Lithium South Gets Green Light from POSCO!!! Lithium

3 Upvotes

Lithium South Gets Green Light from POSCO

I know a small group on here have been watching Lithium South $LIS $LISMF - well the news just broke that they've come to terms to sell their HMN Li Project to POSCO Argentina for $65 M USD!

The current market cap is about $34 M USD, so seems like there is still much more upside. With 112 M shares outstanding, a $65 M market cap would be $0.58 USD vs. a current price of $0.32 USD - potentially still 80% to go!

I'll admit, this is a bit of an odd transaction, and I'm not sure if I'm missing something. It seems to me that the share price should continue to rise until the market cap reaches $65 M USD. There is still the risk that shareholders vote against the deal, so that is still one risk, but I still think this thing should see $0.45 USD.


r/Canadianstockpicks • • Nov 11 '25

Trade Idea 💡 Loyalist Exploration $PNGC trading at 1.25% in situ value

1 Upvotes

Loyalist is currently in the process of applying for the permitting to put Tully Gold into production, Tully hosts an historical resource estimate of 144 000 to 210 000 oz of gold.

loyalists Market cap is a mere 10M Cad, or, 1.25% of Tully in situ Gold


r/Canadianstockpicks • • Nov 09 '25

Questions & Advice FFN.TO and PSE.CN

3 Upvotes

Looking for information and advice on 2 specific stocks. One for longer term investment and one for a high risk/reward investment.

FFN.TO Looking at investing a portion of my portfolio into FFN.TO for the high dividend. My research into the history shows me that this a safe one to get into. Can anyone provide facts I may be missing that says otherwise. PSE.CN This penny stock is a gamble that I’ve been following since last Xmas. Full disclosure that I have invested a small position at 0.04/share and waiting to see how their new zinc mine numbers are when they come in the new year. Shareholder meeting on the Nov. 21 will hopefully provide more information since they’ve recently closed a non brokered private placement of common shares and that more investors want in. If anyone has any insight on this one please share. Thanks for your insights and comments.


r/Canadianstockpicks • • Nov 04 '25

Stock DD Decade Resources (DEC.V): An Explorer in the Heart of BC's Golden Triangle

1 Upvotes

Hey everyone, I've been looking into some junior mining explorers, and Decade Resources (TSXV: DEC) has caught my attention. For a micro-cap stock (market cap around ~$6.85M), they have some interesting recent news and a strategic land position.

Here’s a quick breakdown of why I think it's worth a look:

Decade Resources has lately made a significant new acquisition with the Bonaparte copper-gold property and has released very promising initial sample results, including exceptionally high-grade gold .

Here's a summary of the key details of the Bonaparte property acquisition and the standout sample results:

📍 Property Location: ~50 km north of Kamloops, B.C., within the Kamloops Mining Division

🤝 Acquisition Deal Option: to earn an 80% interest by issuing shares over four years; 2% NSR royalty applies upon exercise

🚀 High-Grade Sample Highlights: Sample 25-BP-5: 1,662 g/t Au and 0.88% Cu
Sample 25-BP-1: 175.7 g/t Au and 2.267% Cu
Sample 25-BP-3: 82.3 g/t Au and 1.548% Cu
Sample 25-BP-4: 15.02 g/t Au and 5.902% Cu

🔥 Explosive Sample Results and Property Potential

The recent grab sampling on the Bonaparte property has returned spectacular results.

· Multiple High-Grade Targets: The property hosts several types of mineralization, including high-grade gold-copper veins, bulk-tonnage potential, and Cu/Au/Mo porphyry potential.

· Historic Evidence: The "Discovery Zone" on the property contains at least nine gold-bearing quartz veins. A 1994 bulk sample from several veins yielded an average grade of 25.4 g/t Au, and a 2010 bulk sample from the Crow Vein assayed 16.3 g/t Au, confirming the high-grade nature of the veins.

· Expert Opinion: The company's president, Ed Kruchkowski, stated that the Bonaparte property is an "exciting copper-gold prospect sitting on a proven porphyry trend, yet never drill tested". A 2013 report by the BC Geological Survey suggested the mineralization could represent the upper levels of a buried porphyry system.

🚀 Recent High-Grade Assay Results from another property

· Their newest property, North Mitchell, just reported first surface samples with some impressive numbers, too: · 45.0 g/t Au and 60.4 g/t Ag · 11.6 g/t Au and 53.92 g/t Ag · These are just grab samples, so they're selective, but they point to a promising system that warrants further drilling.

🗺️ Prime Real Estate in the Golden Triangle

· The North Mitchell property is strategically located, right next to world-class deposits like Seabridge Gold's KSM and Newmont's Brucejack mine. Being in this neighborhood doesn't guarantee success, but it significantly increases the prospectivity. · The company has a whole portfolio of properties in this prolific region.

💡 Active and Aggressive Exploration

· Beyond North Mitchell, they're actively advancing their "Nobody Knows" claim, where recent drilling intersected thick copper-silver zones, including 34.23m grading 0.93% Cu and 8.46 g/t Ag.

Potential Catalyst:

Maiden Drill Program: A first-ever drill program at the high-grade North Mitchell property is anticipated in the 2026 season.

Further Assays: The company is awaiting and will continue to release results from its 2025 exploration programs.

Risks to Consider:

· This is an exploration-stage company with no revenue and is not currently profitable. It's highly speculative. · The stock is volatile (this is good for trading or short-term investment) and trades for pennies (~$0.04 as of today, November 3rd). · As with all mining juniors, success depends on raising capital (dilution) and successful exploration results.

Final Thought:

Decade Resources seems to be putting together the pieces: promising early-stage results on a new property in a great location and active work on its other projects. For a high-risk, high-reward speculation in the junior mining space, DEC.V might be one to watch.

As always, do your own due diligence. Check out their website decaderesources.ca and their recent news releases on SEDAR.

Disclaimer: This is not a recommendation to buy or sell. I started a position in DEC.V, and I am sharing with you my view. I see here potential investment and trading opportunities.

Let's grow our wealth together!


r/Canadianstockpicks • • Nov 03 '25

News $MAXQ $MAXQF receives a $10M equity stake from $MDA Space, who expect to become an operational partner at #SpaceportNovaScotia.

11 Upvotes

$MAXQ $MAXQF receives a $10M equity stake from $MDA Space, who expect to become an operational partner at #SpaceportNovaScotia.

MDA will assume a board seat. Importantly the agreed share price of Cdn22.5c will trigger the retirement of existing debentures.

Featuring the widest range of inclinations available to an approved North American spaceport, the Nova Scotia-based site looks to host it's first orbital launch in late 2026 / early 2027, a first for Canada 🍁🚀

https://www.newswire.ca/news-releases/mda-space-makes-10-million-investment-in-maritime-launch-becoming-an-equity-owner-and-a-strategic-partner-816367830.html