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

Stock Talk Podcast Episode 103

This week in KeyStone's Stock Talk Podcast we discuss two very different but equally topical stocks in our Your Stock Our Take Segment. The fist company is one of the Big 5 Canadian Banks, The Bank of Nova Scotia (BNS:TSX), which reported its Q2 2020 earnings this week. ScotiaBank, who’s shares have dropped significantly year-to-date in 2020 along with Canada’s other big banks, saw its quarterly earnings plunge 41% after the lender set aside a record amount for loan losses, giving investors their first indication of how the COVID-19 pandemic will affect Canadian banks. We give our quick take on the stock following the earnings numbers. The second company is high growth leading game live streaming platform in China, “HOOYA” HUYA Inc. (HUYA:NYSE). The company cooperates with e-sports event organizers, as well as major game developers and publishers, and has developed e-sports live streaming as one of the most popular content genres on its platform.

Stock Talk Podcast Episode 102

This week in KeyStone's Stock Talk Podcast, we discuss our recent series of Crisis Portfolio Building Webinars. We highlight Sona Nanotech (SONA:CSE), a speculative healthcare stock to be cautious about and contrast it to Viemed (VMD:TSX) and Hamilton Thorne (HTL:TSX-V). Finally, Aaron provides insight into the oil sector, addressing Crescent Point Energy (CPG:TSX) and Canadian Natural Resources (CNQ:TSX) and discusses whether oil presents any current investment opportunities.

Stock Talk Podcast Episode 101

This week in KeyStone's Stock Talk Podcast, we discuss our upcoming live-streaming Webinars. Ryan provides some words of wisdom for investing in the current market environment and we touch on a few hot topics, including: online collaboration service providers, cruise lines and Costco.

Stock Talk Podcast Episode 100

This week in KeyStone's Stock Talk Podcast, we discuss our upcoming live-streaming Webinars, Aaron Dunn's recent appearance on Michael Campbell's MoneyTalks Radio, and the current market environment surrounding the Covid-19 crisis and its implications on the economy. Plus, we touch on a few general investment themes investors are faced with while dealing with these times of economic uncertainty.

Stock Talk Podcast Episode 99

This week in KeyStone's Stock Talk Podcast we briefly answer a listener question in our Your Stock Our Take Segment but in the light of the significant global market drop, we focus on issues surrounding (1) Covid-19, (2) Drop in oil - Canadian energy producers generally, (3) Fear in the markets, and (4) How do deal with it in your 15-25 stock portofolio. In our Your Stock Our Take Segment, our question is on VitalHub Corp. (VHI:TSX-V), which develops mobile healthcare solutions that allow clinicians to access information about patients. Its technologies include blockchain, patient flow, mobile and web-based assessment and electronic healthcare record solutions. A client who loves this space, asks us if VitalHub, which recently consolidated is shares, is good value at present.

Stock Talk Podcast Episode 98

This week in KeyStone's Stock Talk Podcast, in our Your Stock Our Take Segment we answer a question on a company founded over 100 years ago. Headquartered in Hamilton and founded in 1910, Stelco Holdings Inc. (STLC:TSX), which is a low cost, integrated and independent steelmaker with modern integrated steelmaking facilities in Canada and the U.S. The listener, who is down 60% on the stock asks us our take on the company and whether it meets KeyStone’s criteria for investment. Our Dog of the Week is Dorel Industries Inc. (DII.B: TSX) a Canadian designer, manufacturer and seller of juvenile products, bicycles, and furniture. Dorel’s stock is down 11% over the past 5 trading days, 78% over the last 12 months and 90% over the last 3 years. Is there any hope near or long-term for the stock?

Stock Talk Podcast Episode 97

This week in KeyStone's Stock Talk Podcast, we discuss the current market environment that has been influence by fears from the Coronavirus and Warren Buffet's annual newsletter released to Berkshire Hathaway shareholders. In our Your Stock Our Take Segment we answer two listener questions. The first is a high growth online grocery company, Goodfood Market Corp (FOOD:TSX) – which delivers fresh meal solutions and grocery items that make it easy for 230,000 members from coast to coast to enjoy delicious meals at home every week. Our second company is one of, if not the biggest business success stories of the past couple decades, Alphabet Inc. (GOOG:NASDAQ), the world leader in online search and advertising services. The Google segment offers products, such as Ads, Android, Chrome, Google Cloud, Google Maps, Google Play, Hardware, Search, and YouTube, as well as technical infrastructure. It also offers digital content, cloud services, hardware devices, and other miscellaneous products and services. We let you know if this tech giant has more room to grow.

Stock Talk Podcast Episode 96

This week in KeyStone's Stock Talk Podcast, we answer two questions in our Your Stock Our Take Segment on two stocks that could not be more different. The first, Cryptologic Corp. (CRY:CSE) – is it a payment processor, a crypto miner, or a cannabis producer? Frankly, the company appears unsure. Nevertheless, a listener asks us if the company is worth his investment dollars. Our second company is one of, if not the biggest business success stories of the past couple decades, Amazon.com Inc. (AMZN:NASDAQ), the world's largest online retailer. The company reported approximately $365 billion in gross merchandise sales in 2019 and $281 billion in net sales. Shares in the online giant have been on a long-term tear, averaging annual returns of over 40% over the last 5 years and was up 35% over the last 12 months. Our Star of the Week is Nvidia Corp. (NVDA:NASDAQ), which focuses on personal computer (PC) graphics, graphics processing units (GPU) and also on artificial intelligence (AI). The stock was up around 16% this week and up over 80% in the past 6 months. We examine what is driving the gains and if it can continue.

Stock Talk Podcast Episode 95

This week in KeyStone's Stock Talk Podcast, in our Your Stock Our Take Segment we answer a listener question on, Freshii Inc. (FRII:TSX), a health and wellness brand, with 464 restaurants in 16 countries and 700 more points of distribution around the world. Despite a growing restaurant network and expanding retail partnerships, the company has struggled with same-store-sales growth and is trading close to all-time lows. A listener asks if the company is a potential turnaround story? Our STAR of the Week is Innergex Renewable Energy Inc. (INE:TSX), a developer, owner and operator of run-of-river hydroelectric facilities, wind energy, and solar farms in North America. In a hot alternative energy space, the stock was up around 16.5% this week and up 30% year-to-date. We examine what is driving the gains. Our Dog of the Week, Lightspeed POS Inc. (LSPD:TSX), which provides a omni-channel commerce-enabling SaaS (software as a service) platform for small and medium-sized businesses. The stock, which has been somewhat of a market darling after its 2019 IPO, dropped significantly after its Q3 results and 2020 financial outlook. We take a look at if the drop is justified or an opportunity.

Stock Talk Podcast Episode 94

Our first Your Stock Our Take is on, ZoomerMedia Limited (ZUM:TSX-V), a Canadian multimedia company targeting the 45+ aged demographic. The company owns and creates content on television, radio, in print, digital, as well as live events. A listener asks us our take on this company which screened well for him but he saw the CEO’s high compensation as an issue. Our second Your Stock Our Take is NamSys Inc. (CTZ:TSX-V), a profitable micro-cap, with a solid balance sheet that develops and sells software solutions for currency management and processing for the banking and merchant industries principally in North America. A listener asks us our take on the stock which we have profiled for several years in our Cash Rich, Profitable Small-Cap Special Report. Our Star of the Week, Tesla Inc. (TSLA:NASDAQ), which designs, develops, manufactures and sells high-performance fully electric vehicles and solar energy generation and energy storage products. The stock was up around 58% this week and up a whopping 292% in the past 6-months. We let you know if it is sustainable.

Stock Talk Podcast Episode 93

The week in KeyStone's Stock Talk Podcast we answer two questions in our Your Stock Our Take segment. The first is on Absolute Software Corporation (ABT:TSX), a provider of SaaS or software as a service-based end-point security and data risk management solutions. A listener asks us our outlook on this cash rich, profitable small-cap stock. Our second YSOT of the Week is, Uber Technologies Inc. (UBER:NYSE), the first and largest ride sharing company in the world. With the company, finally and I mean finally, coming to our hometown of Vancouver, we review the business and its potential investment merits with the stock still trading below its IPO price. Our Star of the Week, China Jo-Jo Drugstores Inc. (CJJD:NASDAQ), is a retailer and distributor of pharmaceutical and other healthcare products typically found in retail pharmacies in China. The stock was up around 20% in the last week and up 67% in the past 3-months – recent gains appear to be driven by the recent outbreak of the Coronavirus. We let you know if it is sustainable.

Stock Talk Podcast Episode 92

This week in KeyStone's Stock Talk Podcast, in our Your Stock Our Take Segment we answer a question on, AirIQ Inc. (IQ:TSX-V) which offers an intuitive web-based platform that provides fleet operators and vehicle owners with a suite of asset management solutions to reduce cost, improve efficiency and monitor, manage and protect their assets. A listener asks us if recent quarterly growth is sustainable in this profitable micro cap which just hit new 52 week highs. Our Dog of the Week, Bombardier Inc. (BBD.B:TSX), the Canadian transportation giant which, creates innovative and game-changing planes and trains (at least when they can get them finally delivered). The stock has dropped over 30% in the past week after cutting Q4 guidance and saying it may need to pull out of its JV with Airbus to build commercial jets because rising production costs threaten future returns on its investment. The stock is off 56% from its highs this past year. Our Star of the Week, TerraVest Industries Inc. (TVK:TSX), an industrial company that manufactures and sells goods and services to various end-markets including energy, agriculture, mining, and transportation. The stock was up around 13% in the last week and up 45% in the past year. We let you know what is driving it and if it is sustainable.

Stock Talk Podcast Episode 91

This week in KeyStone's Stock Talk Podcast, we answer a timely question in our Your Stock Our Take Segment on, Aphria Inc. (APHA:TSX), a licensed, Canadian-based cannabis producer. It is one of the largest cannabis stocks in Canada based on revenue and market cap. James from Abbotsford, emailed in about Aphria. He wants to know why the stock has lost so much value and what our outlook is over the next 12 to 24 months. Our Dog of the Week is, GNC Holdings, Inc. (GNC:NYSE), a company engaged in the global retail of health, wellness and performance products. The stock was down 14% in the last week and 24% this past year. Our Star of the Week is well known to KeyStone clients having been in our Canadian Growth Stock Focus Buy Portfolio for over a year now. Jumping over 20% this week alone, the company, Aritzia Inc. (ATZ:TSX), is a vertically integrated, innovative in store and online fashion retailer selling its own brands. The company currently operates 67 boutiques in Canada and 27 boutiques in the United States. Better-than-expected Q3 earnings boosted the stock over 20% to start the week and the stock is up over 45% in the past year.

Stock Talk Podcast Episode 90

In our Your Stock Our Take Segment we answer two listener questions this week. The first on a large U.S. real estate investment trust, American Tower Corp. (AMT:NYSE), which owns and leases a portfolio of approximately 170,000 cell towers globally. A listener asks us if this is the REIT is a good way to play the expansion and rollout of 5G technology. Our second Your Stock Our Take is on profitable micro-cap, Destiny Media Technologies Inc. (DSY:TSX-V), which provides software as a service (SaaS) solutions to businesses in the music industry solving critical problems in distribution and promotion. With the company posting strong revenue growth in 2019, a listener asks us our take on the stock. Our Star of the Week is cash-rich international but TSX-listed energy producer, Parex Resources, Inc. (PXT:TSX). Parex is engaged in the exploration, development, production and marketing of oil and natural gas in Colombia. The stock is up 27% in the past month – we let you know why.

Stock Talk Podcast Episode 89

This week in KeyStone’s Stock Talk Podcast we answer three listener questions in our Your Stock Our Take Segment. The first on profitable micro-cap Evergreen Gaming Corporation (TNA:TSX-V), a licensed gaming company currently operating four smaller casinos in Washington State. A listener noted its lower PE and asked if we see it as good value. Our second Your Stock Our Take is on gold giant, Barrick Gold Corp. (ABX:TSX). Barrick is one of the world’s largest gold producers, operating mines in North America, South America, Australia, and Africa. With the price of gold moving higher once again, a listener asks us how the current valuations look on this widely followed gold stock. Our final Your Stock Out Take this week and year is on PFB Corporation (PFB:TSX), a small-cap company operating in the building construction sector. PFB develops, manufactures and markets, insulation building products and technologies based on expanded polystyrene technology. The company pays a 2.6% dividend and is profitable, showing solid growth but operates in what can be a volatile building sector. A listener asks us if it offers value at present.

Stock Talk Podcast Episode 88

This week in our Your Stock Our Take Segment, we answer a listener question on Recipe Unlimited Corporation (RECP:TSX), a full-service restaurant operator with 24 restaurant brands under its umbrella including: Swiss Chalet, Harvey's, The Keg, Milestones, Montana's, East Side Mario's, and Original Joe's. A listener asks if we see value in this business. Our first Star of the Week is no stranger to KeyStone’s clients as it has been in our Canadian Focus Buy Portfolio for 8+ years - Enghouse Systems Limited (ENGH:TSX), which provides enterprise software solutions serving a variety of distinct vertical markets including Contact Centers, Networks (OSS/BSS) and Transportation/Public Safety segments. The stock jumped 21% in one day last week after the company released strong fiscal 2019 results. Our second Star of the Week is Kneat.com, Inc. (KSI:TSX-V), which designs, develops and supplies software for data and document management within regulated environments. The stock was up around 21% last week and up 155% year-to-date. We let you know why.

Stock Talk Podcast Episode 87

This week in our Your Stock Our Take Segment, we first answer a listener question on Charlotte's Web Holdings, Inc. (CWEB:TSX), a “seed to sale”, vertically integrated Cannabis company involved in all stages from production to distribution of innovative hemp-derived cannabidiol (CBD) wellness products. With the shares cut in half over the past 5-months, is this Cannabis company on-sale? Our second Your Stock Our Take question is on SS&C Technologies Holdings Inc. (SSNC: NASDAQ), which provides software products and software-enabled services to customers primarily in the financial services and healthcare sectors. A listener asks if the strong growth in recent years makes the stock a bargain today? Finally, Our Star of the Week is GlobalSCAPE Inc. (GSB:NYSE), provides secure information exchange capabilities for enterprises and consumers through the development and distribution of software, delivery of managed and hosted solutions, and provisioning of associated services. The stock was up around 15% last week and up 192% year-to-date. We let you know what is driving the jump.

Stock Talk Podcast Episode 86

This week In our Your Stock Our Take Segment we answer a listener question on The Trade Desk Inc. (TTD:NASDAQ) a global technology platform provider for buyers of advertising. While valuations appear high, the company has reported solid growth in 2019 – revenue growth was 38% in its just reported Q3 – we let you know if it is a BUY/SELL/HOLD. Our Star of the Week is, IEC Electronics Corp. (IEC:NYSE), a company that provides electronic manufacturing services (EMS) to advanced technology companies that produce lifesaving and mission critical products for the medical, industrial, aerospace and defense sectors. Strong fiscal 2019 numbers have the stock up 18% this week, 27% in the last month and 47% year-to-date. Our Dog of the Week is, OrganiGram Holdings Inc. (OGI:TSX), a licensed producer of cannabis and cannabis-derived products in Canada. The stock is down 33% in the last month and 68% from its mid-May 2019 highs. What is driving the drop and is there an opportunity?

Stock Talk Podcast Episode 85

This week, in our Your Stock Our Take Segment we answer a listener question on global technology platform and digital payments leader PayPal Holdings, Inc. (PYPL:NASDAQ) which recently released its third quarter financial results highlighted by a solid 19% revenue increase. Our first Star of the Week is no stranger to KeyStone clients having been in our Canadian Small-Cap research Focus Buy Portfolio for over 2-years is, Sangoma Technologies Corporation (STC:TSX-V), which delivers Unified Communications solutions for SMBs, Enterprises, OEMs, and Service Providers, both on-premise and in the cloud. The stock is up 25% in the last month, 78% year to date and 192% since we recommended it to clients just under two years ago at $0.72. Our second Star of the Week is a development stage company, Mustgrow Biologics Corp. (MGRO:CSE), an agricultural biotech company developing and commercializing a portfolio of natural, science-based bio-pesticides. The stock was up 27.91% last week and up over 70% since its initial public offering on the Canadian Securities Exchange just five months ago. We endeavor to find out what is driving the stock and whether it is justified or pure speculation?

Stock Talk Podcast Episode 84

Our first Star of the Week is no stranger to KeyStone’s clients having been in our Canadian Small-Cap research Focus Buy Portfolio for over 2-years is, XPEL Inc. (XPEL:NASDAQ), which provides protective films and coatings, including automotive paint protection film, surface protection film, automotive and architectural window films and ceramic coatings. The stock jumped 30% on Monday after reporting excellent Q3 financial results and is now up over 850% since we recommended it to clients at US$1.42. Our second Star of the Week is also no stranger to KeyStone’s clients as it holds a place in our US Growth Stock Research Focus Buy Portfolio, Fortinet Inc. (FTNT:NASDAQ), a pure-play cybersecurity company with a product line that unified threat management appliances, firewalls, network security, and its security platform, Security Fabric. The stock is up 10% over the past 5 days and around 25% since they released their Q3 financial results in late October. Our Dog of the Week is, Canada Goose Holdings Inc. (GOOS:TSX), a Canadian-based designer, manufacturer, and retailer of premium outdoor apparel for men, women, youth, children, and babies. The company is down 8% in the last 2 trading days, after initially dropping 15% on news that the company’s Hong Kong business would be significantly impacted by protests in the country. Is it a Dog or opportunity?