KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Stock Talk Podcast Episode 158

Stock Talk Podcast Episode 158

October 22, 2021

After a brief hiatus spent testing a new video format for the podcast we are back! Video podcasts should start to be available next week on YouTube – so stay tuned.

 

This week, we start by discussing my recent research trip to LA at the Fall LD Micro Event. Next, we will introduce topics for our new series of Live Webinars.  In our first YSOT Brennan digs into a listener question regarding VirTra Inc. (VTSI: NASDAQ), a provider of judgmental use of force training simulators, firearms training simulators, and driving simulators for the law enforcement, military, educational and commercial markets.

 

In our second YSOT, Aaron takes a look at Alaris Equity Partners Income Trust (AD.UN: TSX), a royalty streaming company that provides alternative financing to smaller, mid-market, private companies in exchange for ongoing royalty payments. The stock yields over 7% and Aaron lets you know our take on its current valuations.

Stock Talk Podcast Episode 157

Stock Talk Podcast Episode 157

September 27, 2021

This week, in our, ask us anything segment we answer a couple of questions about your stock portfolio including how many stocks you should own and the simple process of constructing an equity portfolio. We also have 2 YSOT segments for your listening pleasure.

Our first YSOT this week came in from a listener on Hollister Biosciences (HOLL: CNX), which operates as a licensed manufacturer and distributor of recreational cannabis and cannabis products, and distributes its products through an arrangement with a cannabis distributor to licensed cannabis vendors in California and Arizona. The listener believes the company is significantly undervalued; we will let you know if we agree.

Our second YSOT is on HPQ-Silicon Resources Inc. (HPQ:TSX-V) - a Quebec-based silicon solutions company that offers innovative silica (SiO2), silicon (Si) based solutions and is developing a unique portfolio of high value-added silicon (Si) products sought after by battery and electric vehicle manufacturers. We take a quick look at the business.

Stock Talk Podcast Episode 156

Stock Talk Podcast Episode 156

September 17, 2021

This week, in our, ask us anything segment we answer a question on Chinese equities.  We also have 3 YSOT segments for your listening pleasure.  

 

Our first YSOT this week came in from a listener on PyroGenesis Canada Inc. (PYR: TSX), which designs, develops, manufactures, and commercializes advanced plasma processes and sustainable solutions to reduce greenhouse gases (GHG). The stock which surged to just under $12 in February has dropped roughly 50% from its highs and the listener asks if it offers better value today.

 

Our second YSOT is on PARTS iD Inc. (ID:NYSE) - the owner and operator of, among other verticals, "CARiD.com," a leading digital commerce platform for the automotive aftermarket. A listener asks if this company, which went public in late 2020 via a SPAC, is a potential buying opportunity.

 

Our third and final YSOT is on Intuit Inc. (INTU:NASDAQ), the global technology platform that makes TurboTax, QuickBooks, Mint, and Credit Karma, and the recently acquire Mailchimp. The listener asks us if there is still an upside for this high-quality, software service giant.

Stock Talk Podcast Episode 155

Stock Talk Podcast Episode 155

September 9, 2021

This week, we get back to our Case For, Case Against Debates. The company in our crosshairs is Equitable Group Inc. (EQB:TSX), which with nearly three hundred thousand Canadian clients calls itself Canada's Challenger Bank™. Equitable Bank has grown to become the country's eighth-largest independent Schedule I bank. We flipped a coin (at least Aaron says he did) and Mr. Dunn will take the Case For, while Brennan takes the Case Against this growing financial service firm. I will sit in as judge, jury, and executioner.

Our YSOT this week came in from a listener on MAV Beauty Brands Inc. (MAV:TSX-V), which operates a diversified portfolio of four complimentary personal care brands – Marc Anthony, Renpure, Cake Beauty, and The Mane Choice – offering premium quality hair care, body care, and beauty products. The listener asks us our take on the stock which we reviewed on a past show and saw it pricy. With the stock selling off, the listener wonders if it offers value today.

Stock Talk Podcast Episode 154

Stock Talk Podcast Episode 154

September 3, 2021

This week, we have one YSOT segment and, as promised, we will review a couple of unique profitable, small-cap names from our coverage that I detailed in a recent Money Talks interview.  

Our YSOT this week came in from a listener on Peak Fintech Group Inc. (PKK: CSE), the parent company of a group of financial technology (or Fintech) subsidiaries operating primarily in commercial lending industry within China. With the company posting very strong revenue growth and breaking into adjusted profitability, a listener asks us our take on the stock.

The two companies we will be reviewing briefly today from our coverage are Dynacor Gold (DNG: TSX) and Premier Health of America (PHA: TSX-V). Dynacor is a dividend-paying industrial gold ore processor operating in Peru. The corporation is engaged in gold production through the processing of ore purchased from artisanal and small-scale miners. Premier Health uses its proprietary PSweb platform to lead the healthcare services sector digital transformation by providing a comprehensive range of outsourced services solutions centered around staffing for healthcare needs to governments, corporations, and individuals.

Stock Talk Podcast Episode 153

Stock Talk Podcast Episode 153

August 26, 2021

This week, we have three YSOT segments for your listening pleasure. The first is on IBI Group Inc. (IBG: TSX), a global provider of a range of professional services, including architecture, engineering, planning, and technology solutions. With solid earnings growth and a strong backlog, a listener asks if IBI could be an acquisition target by one of the larger engineering companies such as WSP or Stantec. Our second YSOT came from a listener on CloudMD Software & Services Inc. (DOC: TSX-V). The company is digitizing the delivery of healthcare by providing patients access to all points of their care from their phone, tablet, or desktop computer. CloudMD offers SaaS-based health technology solutions to medical clinics across Canada through the combination of connected primary care clinics, telemedicine, and artificial intelligence (AI). A listener asks if it offers value after the drop from its highs earlier in the year.  Finally, in the wake of the Big Canadian Bank earnings announced this week, Aaron answers a question on National Bank of Canada (NA: TSX), which hit all-time highs this week touching above $100 a share after reporting solid quarterly numbers.

Great to do the show with Michael – Ryan was that last guest on the program in radio format – so, he was honored. It will continue as a weekly podcast!

We thought this week we could go over some of the topics we discussed on the general markets – next week we could even get into a couple of companies in coverage we mentioned on the show!

Stock Talk Podcast Episode 152

Stock Talk Podcast Episode 152

August 19, 2021

This week, we’ve got the band back together and are looking at listener questions on no less than 4 interesting stocks.  We have three YSOT segments for your listening pleasure. The first is on Lightspeed Commerce Inc. (LSPD: TSX), a point-of-sale (POS) platform solutions provider for SMEs in the retail and restaurant industries. Lightspeed provides an end-to-end solution that integrates front-end software, back-end software, and payments. A listener asks if Lightspeed could be the next Shopify. Our second YSOT came from a listener asking us to compare two renewable stocks; Greenlane Renewables Inc. (GRN:TSX) and Northland Power Inc. (NPI:TSX). Northland is a global power producer dedicated to a long history of developing, building, owning, and operating clean and green power infrastructure assets and is a global leader in offshore wind. Whereas, Greenlane is a smaller niche company that provides biogas upgrading systems that are helping decarbonize natural gas. Aaron takes a look at each business and their value propositions at current prices. Finally, Brennan answers a question on Nova Leap Health Corp. (NLH: TSX-V), which provides in-home personal care services largely to seniors impacted by physical/mental issues that prevent fully independent living. Specifically, NLH focuses on non-medical and private pay “home care” services with most clients being seniors suffering from dementia. A listener asks us if the recent acquisition will provide a runway for growth for Nova Leap.

Stock Talk Podcast Episode 151

Stock Talk Podcast Episode 151

August 10, 2021

This week, coming off a quick vacation and some overnight Olympic viewings, Ryan is itching to get back at it. 

We have two YSOT segments for you. The first is on WELL Health Technologies Corp. (WELL:TSX), an omnichannel digital health company focused on empowering doctors to provide the best and most advanced care possible, while leveraging the latest trends in digital health. WELL has been highly acquisitive and recently closed another significant acquisition. A listener asks us if the recent pullback is an opportunity.

Our second YSOT came from a listener on Tree Island Steel (TSL:TSX), which operates in the steel business and is primarily engaged in the manufacturing and sale of steel wire and related products for a diverse range of industrial, residential construction, commercial construction, and agricultural applications. Tree Island is a lightly traded microcap that has shown life in 2021 after a decade of moving sideways to down. A listener asks us our take on this little followed company.

Finally, our Dog of the Week is a once high-flying but highly speculative micro-cap that we have warned listeners against purchasing on at least 2 previous shows - Sona Nanotech Inc. (SONA:CSE). After briefly rocketing to highs in the $16 range in 2020 on pure speculation, the company’s shares have cratered to $0.35. A listener asks us if the shares have any value after its massive drop.

StockTalk Podcast Episode 150

StockTalk Podcast Episode 150

July 29, 2021

This week we are going to take a look at Brookfield Infrastructure’s (BIP.UN: TSX) recently accepted acquisition of Inter Pipeline. Brookfield first made its offer in February. It was initially opposed by Interpipe’s management and faced a competing bid by Pembina pipeline. Now it appears that the acquisition is going to proceed and we will discuss if this is a good deal for Brookfield Infrastructure investors.

Brennan will be taking a question from a long-term podcast listener, Dave, on CareRX Corp. (CRRX: TSX). CareRx is a provider of pharmacy services to senior homes. Dave would like to hear our analysis on the stock and how it stacks up against KeyStone’s investment criteria.

Stock Talk Podcast Episode 149

Stock Talk Podcast Episode 149

July 16, 2021

This week, coming off our Webinar Series, Summer School for your Portfolio, we are excited to take a look back and review a few of the questions answered during the past couple of weeks.  

 

We have two YSOT segments for you. The first, is a comparison between tremendous Canadian tech consolidation success story Constellation Software Inc. (CSU:TSX) and Topicus.com Inc. (TOI:TSX-V), a Netherlands-based diversified vertical market software provider, which actually spun out of Constellation earlier this year. Aaron will compare the two and look into which may offer better value and growth potential at present.

 

Our second question also involves a comparison. A listener asked us to compare tech giants Amazon.com, Inc. (AMZN: NASDAQ) and Alibaba Group Holding Limited (BABA: NASDAQ) – Brennan will break down both businesses from a broad view and compare the growth, value, and weigh the risk factors in each stock.

 

Stock Talk Podcast Episode 148

Stock Talk Podcast Episode 148

June 23, 2021

This week, we are excited to be announcing the launch of our next Live Webinar Series entitled: Summer School for your Portfolio. Ryan will give a preview and some advice on how to construct your portfolio to take advantage of long-term winners.

 

We have two YSOT segments this week. The first, Linamar Corporation (LNR: TSX), manufactures powertrains and drivelines for vehicle and power generation markets. The majority of the company’s revenue comes from the vehicle segment. A listener asks us if it offers good value as a re-opening investment with the economy continuing to open up once again.

 

Our second question came in from a listener on a new IPO or initial public offering, Element Nutritional Sciences Inc. (ELMT: CSE), a Canadian nutraceutical company specializing in the development of science­based products for the global consumer packaged goods market, focused specifically on men and women over the age of 50. The listener asks us about the company specifically, but also if we have any recommendations regarding what information we would typically like to know about a new IPO to make an informed decision regarding investigating or even following the stock as a possible future investment?

Stock Talk Podcast Episode 147

Stock Talk Podcast Episode 147

June 8, 2021

This week, we start by revisiting one of our popular “Case For” Battles from a year ago. The battle, pits two renewable energy companies, Greenlane Renewables Inc. (GRN: TSX) and Xebec Adsorption Inc. (XBC: TSX) in a no-holds-barred cage match. Just like one year ago, Aaron takes the Bull case on Xebec, and Ryan crushes him mercilessly with the Bull case for Greenlane. May the best renewable, that Ryan is arguing for, win. Uncle Brennan sits in as judge, jury, and executioner. Our YSOT this week comes from a listener on Jack Nathan Medical Corp. (JNH: TSX-V) - an omnichannel healthcare provider that builds turnkey, barrier-free medical and dental clinics in high-density centers in Canada and internationally. The question is a follow-up to a YSOT from February of this year in which we gave a firm no to buying the company at $0.85. The stock is down over 43% since that time and a listener asks us if there is value in the current range.

Stock Talk Podcast Episode 146

Stock Talk Podcast Episode 146

May 28, 2021

This week, we start with some brief comments about the volatility in cryptos and the shift near-term from growth stocks.

 

In our YSOT segment, we take 2 listener questions. The first is on, Vicinity Motor Corp. (VMC: TSX), a Canadian company that supplies electric, CNG, gas, and clean-diesel buses for both public and commercial enterprise use in the U.S and Canada. Great first-quarter deliveries and strong revenue growth failed to push the stock higher near-term, we take a look at why.

 

Our second YSOT is on Brookfield Renewable Partners L.P. (BEP.UN: TSX), which operates one of the world’s largest publicly traded, pure-play renewable power platforms, consisting of hydroelectric, wind, solar, and storage facilities in North America, South America, Europe, and Asia. A listener asks if the company, which has retreated significantly of late, is well placed to capitalize on the green wave. He asks if we see value at the current price.

Stock Talk Podcast Episode 145

Stock Talk Podcast Episode 145

May 18, 2021

This week, Ryan starts by taking a look at a shift from growth to value and cyclical and how one can structure a portfolio ahead of these shifts.

 

Our Star of the Week is no stranger to KeyStone Clients Dynacor Gold Mines (DNG: TSX), having been a Focus Buy recommendation for the past several years. On Monday, the company, which purchases ore from small-scale miners (artisanal miners) across Peru, processes it and sells the gold, reported record financial results. The unique dividend-paying gold miller has a great balance sheet and its stock has jumped over 50% this year. Congratulations to all clients who own the business – the company appears poised for a record 2021.

 

Finally, in our Your Stock Our Take Section we answer two listener questions. The first on ADF Group Inc. (DRX: TSX), which engages in the design and engineering of connections, fabrication, industrial coating, and the installation of steel structures, as well as miscellaneous and architectural metalwork in the U.S. and Canada. The stock appears to trade at low valuations and could be facing the tailwinds from what is expected to be a strong infrastructure spending cycle, but it is the right company to participate in this potential boom?  

 

Our second question comes in on AutoCanada Inc. (ACQ: TSX) which owns automotive dealerships in Canada. The company sells 19 brands through dealerships including Chrysler, Dodge, Jeep, Ram, Audi, Volkswagen, BMW, and Nissan. The stock has booked tremendous gains since the March lows in 2020 – we let you know if it is justifiable and potentially sustainable.

Stock Talk Podcast Episode 144

Stock Talk Podcast Episode 144

May 11, 2021

This week, we start by looking at a tweet on Microsoft (MSFT: NASDAQ), which led to some interesting debates about market psychology and valuations.

 

Our Star of the Week is no stranger to KeyStone Clients, Photon Control (PHO: TSX), having been a Focus Buy recommendation for the past 7-years. On Monday, the company, which is the leading manufacturer of fiber optic measurement solutions, announced it will be acquired for $3.60. The stock is now up over 680% since our original recommendation.  

 

Our Dog of the week is Village Farms International (VFF: TSX), one of the largest greenhouse growers in North American with total sales of over $170 million in 2020. The company grows tomatoes, cucumbers, and cannabis.

 

Finally, in our Your Stock Our Take Section we answer a question on Cielo Waste Solutions Corp. (CMC: CSE), a Canadian company engaged in the business of refining municipal and construction waste into high-grade renewable fuels. The stock has been a highflyer this year but is the share appreciation justifiable – we will give you, our thoughts.

Stock Talk Podcast Episode 143

Stock Talk Podcast Episode 143

May 4, 2021

This week we have a One-On-One Versus Debate between two heavyweights in home improvement, The Home Depot Inc. (HD: NYSE) and Lowe's Companies Inc. (LOW: NYSE). Both have produced strong gains year-to-date driven by stay-at-home DIY projects and a great deal of free money sloshing around – we debate which is the better value today. Brennan takes Lowes and Aaron gives you his pitch for Home Depot. I will sit in as judge, jury, and executioner. 

Stock Talk Podcast Episode 142

Stock Talk Podcast Episode 142

April 27, 2021

This week in Our Case For / Case Against debate we take a look at Care Cloud (MTBC: NASDAQ), a healthcare information technology company that provides a full suite of proprietary cloud-based solutions, together with related business services, to healthcare providers and hospitals throughout the United States. Brennan argues the bull case, I crush him with the bear case and Aaron sits in as judge, jury, and executioner.

 

In our Your Stock, Our Take Segment, we answer a listener question on Northland Power Inc. (NPI: TSX), a renewable power producer which owns 2.3 GW net of generating capacity. Most of Northland’s power is offshore wind but the company also has a pipeline of onshore renewable assets. We take a look at current valuations and the company’s growth prospects into the future.

Stock Talk Podcast Episode 141

Stock Talk Podcast Episode 141

April 20, 2021

This week in Our Case For / Case Against debate we take a look at a well-run network management services provider for the mortgage lending and insurance industries, Real Matters Inc. (REAL: TSX). Despite the fact it holds a great balance sheet and the company’s record financial results in 2020, the stock has been cut in half since its highs and is flat over the past year. Aaron argues the bull case, I crush him with the bear case and Uncle Brennan sits in as judge, jury, and executioner.

 

In our Your Stock, Our Take Segment, we answer a listener question on PowerBand Solutions Inc. (PBX: TSX-V), a well-promoted auto-fintech. PowerBand has an integrated, cloud-based transaction platform that facilitates transactions amongst consumers, dealers, funders, and manufacturers (OEMs). It enables them to buy, sell, trade, finance, and lease new and used vehicles, on any phone, tablet, or PC connected to the internet. A listener asks what to make of the company’s reported sales numbers and if the drop is an opportunity of a sign of things to come.

Stock Talk Podcast Episode 140

Stock Talk Podcast Episode 140

April 13, 2021

We have a busy show for you this week – in Our Case For / Case Against debate we take a look at unknown, high-growth small-cap, Apollo Healthcare Corp. (AHC: TSX). Apollo is one of the largest private label personal care product manufacturers which saw its sales and profitability skyrocket in 2020 as one of the 3 largest producers of hand sanitizer and private label cleaning products sold at most of the big box retailers including Costco. Aaron argues the bear case, Uncle Brennan is on the bull case and I sit in as judge, jury, and executioner.

In our Your Stock, Our Take Segment, we answer a listener question on Gran Colombia Gold Corp. (GCM: TSX), which engages in the acquisition, exploration, development, and operation of gold and silver properties primarily in Colombia.

Stock Talk Podcast Episode 139

Stock Talk Podcast Episode 139

March 31, 2021

This week in Our Case For / Case Against debate we take a look at e-retail and cloud computing services giant, Amazon Inc. (AMZN:NASDAQ). Aaron argues the bear case, I crush him with the bull case, and Uncle Brennan sits in as judge, jury, and executioner.

In our Your Stock, Our Take Segment, we answer a listener question on the very topical Enthusiast Gaming Holdings Inc. (EGLX:TSX), who’s principal business activities are comprised of media and content, entertainment and eSports. The stock has had a tremendous run and is growing at a high clip via-acquisition – we look into whether it is sustainable.

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