May 16, 2022
We’re back – starting with a Star of the Week from our Canadian Small-Cap Growth Stock Research – Dynacor Gold Mines Inc. (DNG:TSX) - the company purchases ore from small-scale miners (artisanal miners) in various regions of Peru, processes it at its mill and sells the extracted gold and silver internationally at market prices. The company just reported record Q1 quarterly revenues and earnings and appears positioned for further growth.
In Our Stock vs. Stock segment, Aaron answers a listener question on which tech online retail enabler, Amazon (AMZN:NASDAQ) or Shopify (SHOP:TSX) offer better value in the current market. The listener wonders if Shopify, which is down an astonishing 75% year to date in 2022 alone, is finally offering value.
April 13, 2022
We’re back following two sold-out Live Webinars over the past couple of weeks. One of the topics spoken about at the presentation was the concept of price vs. value in the broader context of the Stealth Technology Stock Crash the markets have experienced over the past year. I will touch on that today. Additionally, Aaron is prepped and ready to discuss investing in dividend growth stocks in high inflation, and rising interest rate environment. In the segment, he will look at Brookfield Infrastructure Partners L.P. (BIP.UN: TSX), a long-term Focus BUY in our Canadian Income/Dividend research as a great way to battle inflation. Our first YSOT this week comes from a listener on AcuityAds, a company we happened to just meet with the management team in person over the last couple of weeks. AcuityAds operates in the AdTech industry providing marketers a solution for digital advertising. The listener notes the stock is down 87% from its high in the range of $32 in February of last year to the $4 range today – he asks if this cash-rich small-cap is on sale. Finally, in a Stock Vs. Stock segment, Brennan answers a client question on two US-listed Brazilian Fintech stocks StoneCo and PagSeguro. He asks which we would throw our dollars behind.
March 23, 2022
We’re back – from the OC, or more specifically the annual Roth Conference at the Ritz Carlton which hosted approximately 450 public companies and thousands of analysts. We will briefly talk about what came from our interviews at the event. We will also talk about the launch of our March/April Webinars – our first of 2022. In our Your Stock, Out Take segment, Ryan answers a listener question on NamSys Inc. (CTZ: TSX-V), which provides software solutions for currency management and processing for the banking and merchant industries principally in North America. Brennan will answer a listener question on Converge Technology Solutions (CTS: TSX), a North American Hybrid IT solution value-added reseller (VAR) focused on delivering advanced analytics, cloud, cybersecurity, and managed services offerings as well as the provision of hardware and software products and solutions to clients across various industries and organizations. Finally, Aaron will twiddle his thumbs.
March 3, 2022
We’re back, starting this week’s episode with a discussion on Interest Rate hikes, the War in Ukraine, and more.
In our Your Stock, Out Take segment, Aaron answers a listener question on EPAM Systems Inc. (EPAM:NASDAQ), which provides digital platform engineering and software development services to companies around the globe. The high-growth software business has been significantly impacted near-term by the conflict in Ukraine - we give some details on what and how to proceed.
Ryan will answer a listener question on C-COM Satellite Systems Inc. (CMI:TSX-V) which develops and deploys commercial-grade mobile auto-deploying satellite-based technology for the delivery of two-way high-speed Internet, VoIP, and Video services into vehicles. He provides his current thoughts on this cash-rich, micro-cap which pays a 2.3% dividend – the listener wants to know if there is value once again? Just before we went live with this show, a client asked for our take on SnowFlake (SNOW: NASDAQ), which sells data analytics and management tools that run on cloud computing platforms such as Amazon Web Services – Ryan will give you his quick thoughts.
Finally, Brennan answers a listener question on Lucara Diamond Corp. (LUC:TSX), an independent producer of large exceptional quality diamonds from its Karowe Mine in Botswana. Does this profitable diamond producer offer value – he will let you know.
February 16, 2022
We’re back, starting this week’s episode with a discussion on stock splits. Why? Alphabet (AKA Google), recently announced it will be proceeding with a 20-1 stock split, and given the company has been a long-term Focus Buy recommendation, we are here to talk about how stock splits work and why multiple analysts and financial talking heads have proclaimed this a bullish sign for Alphabet’s stock.
In our Your Stock, Our Take segment, Aaron answers a listener question on Intel Corporation (INTC: NASDAQ), the world's largest manufacturer of PC microprocessors, which just announced a proposed $58 billion acquisition of Tower Semiconductor. The listener points out Intel has a low PE, pays a good dividend, appears out of favor, and asks whether we see value at present.
Brennan also answers a listener question on ScreenPro Security Inc. (SCRN:CSE), a Screening and Medical Technology company that provides turnkey COVID-19 screening solutions with its alerting software, GoStop. The listener asks if we see value and growth potential in the recent listing.
February 4, 2022
We are back this week to look at the crazy volatility – mostly to the downside - in North American markets have produced to start 2022. Ryan takes a brief look at the yo-yo action in a number of well-known tech stocks over the past week including Microsoft Corporation (MSFT: NASDAQ), Alphabet (GOOG: NASDAQ) (Google), Apple Inc. (AAPL: NASDAQ), and Amazon.com Inc. (AMZN: NASDAQ) on the plus side and Netflix Inc. (NFLX: NASDAQ), Meta Platforms Inc. (FB: NASDAQ) (Facebook), PayPal Holdings Inc. (PYPL: NASDAQ) and the rest of Tech generally, on the negative side.
From our mailbag, Ryan answers a question on Cathie Wood’s ARK Innovation ETF (ARKK). Aaron reviews what went wrong this week with Meta Platforms owner Facebook, the largest social media platform in the world, with 2.9 billion money active users. Meta dropped nearly 26% Thursday after the release of its fourth-quarter results – in a historical loss. Aaron, let’s you know why. Finally, Brennan answers a listener question on EcoSynthetix Inc. (ECO: TSX), which offers a range of sustainable engineered biopolymers that allow customers to reduce their use of harmful materials, such as formaldehyde and styrene-based chemicals. The stock has pulled back to start 2022 but has posted positive gains over the last year and five-year periods. Brennan examines whether the fundamentals of the business justify the gains.
January 7, 2022
Special 2022 predictions episode. Including a look back at our 2022 predictions on Bitcoin, Gold, SPACs, the U.S. & Canadian markets, Cannabis stocks, Government Handouts, and more. And we look forward to bold predictions for 2022 on Small-Cap & Dividend stocks, Brennan’s Basketball pool, the Canucks trade deadline activity, and how inflation will continue to be a hot button issue, at least for the first half of the year. In the end, we tag on a question from a listener on Fire and Flower Holdings Corp. (FAF: TSX), a technology-powered, adult-use cannabis retailer with 102 corporate-owned stores in its network. We let you know how the company screens using our criteria.
December 31, 2021
We have one final show to close out 2021 and ahead of our 2022 “predictions” show where we review last year’s predictions and make some bold predictions for the year to come. In this show, we review our recently released Special Report that included a review of every NASDAQ-listed stock with a market cap of under $2.0 billion – which is over 3,000 stocks. We will also look briefly at our just-released Canadian Tax-Loss Selling report.
In our YSOT segment, Brennan reviews Skylight Health Group (SLHG:TSX), a multi-state primary care group in the United States. The company has produced strong revenue growth in 2021, but a lack of cash flow appears to be sinking this once high-flying small-cap.
In our second YSOT, Aaron reviews a listener question on Algoma Steel Group Inc. (ASTL:TSX), a Canadian producer of hot and cold rolled steel sheet and plate products. The company, which recently became public once again has seen profits soar on higher steel prices – Aaron looks at the sustainability of this profitability.
December 7, 2021
After a brief hiatus, we are back to discuss our appearance at the recent Virtual Canadian Money Show including Ryan's panel discussion on investing cycles and market valuations at present.
Aaron hits the mailbag to answer a question on two unique small-cap royalty-based stocks, Nova Royalty Corp (NOVR: TSX-V) and Electric Royalties Ltd (ELEC: TSX-V). Nova is a royalty company focused on providing investors with exposure to the key building blocks of clean energy – copper and nickel. Electric Royalties was established to take advantage of the demand for a wide range of commodities (lithium, vanadium, manganese, tin, graphite, cobalt, nickel, zinc & copper) that should benefit from the drive toward electrification of a variety of consumer products including cars, rechargeable batteries, large scale energy storage, renewable energy generation, and other applications. Aaron takes a look at whether the businesses are producing anything close to cash flow or significant revenues at present.
Finally, Brennan discusses a listener question on how to buy big US tech firms such as Amazon, Alphabet, or Microsoft fractional shares with Canadian dollars via CIBC's new Canadian Depository Receipts (CDRs).
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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?