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

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?

Stock Talk Podcast Episode 83

This week in our Your Stock, Our Take segment we answer a listener question on Crescita Therapeutics Inc. (CTX:TSX), a commercial dermatology company with a portfolio of non-prescription skincare products and prescription drug products for the treatment and care of skin conditions and diseases and their symptoms. A listener asks us if the recent jump in profitability makes the stock attractive. Our Star of the Week is XEBEC Adsorption Inc. (XBC:TSX-V), a provider of clean energy solutions – specifically gas generation, purification and filtration solutions for the industrial, energy and renewables marketplace. The stock was up 18.75% last week and has surged 185% year-to-date. Our Dog of the Week is, Harte Gold Corp. (HRT:TSX), an Ontario-based, gold producer through its wholly owned Sugar Zone Mine in White River Ontario. The company is down 20% in the last 2 trading days and 56% in the last 12-months in a supportive gold pricing environment. We discuss what ails the stock.

Stock Talk Podcast Episode 82

This week in our Your Stock, Our Take segment we answer a listener question on Advent-AWI Holdings Inc. (AWI:TSX-V), a company which has operated for 20-years as a specialty retailer of personal wireless and wireline communication products and services for the Rogers brand. The micro-cap is set to wind up this business and trades at just under cash value. A listener asks us if this makes it a sleeper opportunity. In our second Your Stock, Our Take segment Aaron answers a listener question on Paysign Inc. (PAYS:NASDAQ), a vertically integrated provider of innovative prepaid card programs and processing services for corporate, consumer, and government applications. A listener notes that the revenue and earnings growth has been excellent this year, but the stock has fallen off of late – is it an opportunity? Our Star of the Week is The Stars Group Inc. (TSGI:TSX), an online and mobile gaming company with poker, gaming and betting product offerings. The stock was up over 38% last week after it was announced that The Stars Group Inc. (TSGI:TSX) and Flutter Entertainment (FLTR:LSE) of Ireland, reached a business combination agreement where the two companies would merge and this would be implemented through an acquisition of The Stars Group Inc. by Flutter. Our Dog of the Week is, Secure Energy Services Inc. (SES:TSX), which provides treatments and disposal services to the oil and gas industry. The company is down 38% in the last 3 months and 21% in the last week alone. We discuss what ails the stock.

Stock Talk Podcast Episode 81

This week in our Your Stock, Our Take segment we answer a listener question on Metalla Royalty & Streaming Ltd. (MTA:TSX-V), a precious metals royalty and streaming company, engaged in the acquisition and management of precious metal royalties, streams, and related production-based interests in Canada and Australia. With gold prices higher on the year and Metalla essentially a pure-play gold and silver streaming and royalty company with a small dividend yield, a listener asks us our take on the stock. Our Dog of the Week is, Avicanna Inc. (AVCN:TSX), which focuses on the research and development, cultivation, manufacture, and commercialization of plant-derived cannabinoid-based products and extracts. Avicanna shares have been in free-fall since listing on the TSX in mid-July, dropping roughly 65%. In the last 2-weeks alone, the stock is down 45%. Is the drop an opportunity or a cautionary tale? We discuss.

Stock Talk Podcast Episode 80

This week in our Your Stock, Our Take segment we answer 2 listener questions. The first company, Quarterhill Inc. (QTRH:TSX), formerly known as Wi-LAN Inc., develops and operates a patent licensing business, provides of intelligent transportation systems, and operates a software service provider. Quarterhill recently reported a strong quarter, but the company has reported inconsistent results over the past half decade. A listener asks us our take on the stock. Our second question was in reference to Mogo Inc. (MOGO:TSX), a financial technology company which services include free credit score monitoring, identity fraud protection, digital spending account, credit services like loans, cryptocurrency trading – via its app. Finally, our Dog of the Week is, The Green Organic Dutchman Holdings Ltd. (TGOD:TSX), which produces and distributes cannabis and related products and Hemp related products – primarily, as it’s name would suggest, organic cannabis products, including organic dried cannabis, cannabis oils and edibles, fresh cannabis, and seeds for medical applications. Formerly a high flying stock, the company has seen its share price drop 10% in the last week, 23% in the last month, and 67% in the last 52-weeks. Is the drop an opportunity or a cautionary tale? We discuss.

Stock Talk Podcast Episode 79

This week in our Your Stock, Our Take segment we take a look at Quorum Information Technologies Inc. (QIS:TSX-V), a provider of dealership and customer management software and value-added services to the automotive industry. The company has performed in 2019, but pulled back slightly as of late. A listener asks us our take on the stock. Our Star of the Week is Ballard Power Systems Inc. (BLDP:TSX), which designs, develops, manufactures, sells, and services fuel cell products for a variety of applications, focusing on motive power (material handling and buses) and stationary power (back-up power, supplemental power, and distributed generation). The stock is up 10% in the past week, 20% over the last 3 months, and 104% year to date. Finally, our Dog of the Week is, Shopify Inc. (SHOP:TSX), Canada’s largest tech company by market capitalization. Shopify provides an online commerce platform for small to medium sized businesses. To be clear, the stock has been a star for much of its history, but shares are 12% in the last week and 15% from its all-time high in August. Is the drop an opportunity or a sign of things to come? We discuss.

Stock Talk Podcast Episode 78

This week in our Your Stock, Our Take segment we take a look at Hamilton Thorne Ltd. (HTL:TSX-V), which provides precision instruments, consumables, software and services to the Assisted Reproductive Technologies (ART) and developmental biology research markets. The company has performed well over the past 3-years growing revenues from the $10 million range to over $30 million annualized. The stock is flat to slightly negative over the past 52-weeks and a listener asks us our take on the current valuation multiples for the stock- is it a BUY/SELL or HOLD. Our Star of the Week is The Alkaline Water Co. Inc. (WTER:TSX-V), producer of premium bottled alkaline drinking water. The stock is up 43% in the past week after announcing that they had partnered with Centuria Foods to expand its CBD infused product portfolio. Finally, our Dog of the Week is, Eastwood Bio-Medical Canada Inc. (EBM:TSX-V), markets and distributes natural health products in North America and Asia. The stock is off 10% in the last week and 50% year-to-date. Is the drop an opportunity or a sign of things to come? We discuss.

Stock Talk Podcast Episode 77

This week in our Your Stock, Our Take we take a look at, Atlas Engineered Products Ltd. (AEP:TSX-V), a Canadian based supplier of trusses and engineered wood products. The micro-cap recently posted a very strong second quarter, has broken into profitability and has strong growth guidance for its 2019 financial results overall. A listener asks us our take. Our Star of the Week is, XPEL Inc. (XPEL:NASDAQ), a company which should be no stranger to clients having been a top buy recommendation in both our Canadian and U.S. research. XPEL is a global provider of protective films and coatings, primarily to the automotive industry. The stock was up 23% in one day last week, 40% in the last month, and is now up 518% since we recommended it to clients just under two years ago at US$1.42. Can it continue? Finally, our Dog of the Week is, Frankly Inc. (TLK:TSX-V), which provides a software platform for brands and media companies to create, distribute, analyze, and monetize their content on the web, mobile and television. The stock was down 22.31% this week and down 68.44% in the last month. More than qualifying it as a Dog. It is an opportunity or will this dog keep barking?

Stock Talk Podcast Episode 76

This week in our Your Stock, Our Take we take a look at, NameSilo Technologies Corp. (URL:CSE), a low-cost provider of domain name registration and management services with over 3 million domains and customers from approximately 160 countries. The micro-cap is now posting positive EBITDA and tremendous revenue growth, a listener asks us our take. Our Star of the Week is, Real Matters Inc. (REAL:TSX), which serves the U.S. and Canadian residential mortgage industry in two primary areas; 1) under the Solidifi brand the company offers residential mortgage appraisals and services, 2) under the iv3 brand the company offers the Canadian property and casualty insurance industry insurance inspection services. The stock is up 7.87% this week and 23.42% in the last month. Can it continue? Finally, our Dog of the Week is, HEXO Corp. (HEXO:TSX), a high growth, but currently cash flow negative licensed cannabis producer in Canada. The company ranks as one of the largest producers in the country operating with 2.4 million sq. ft of facilities in Ontario and Quebec. The stock is down 13.8% on the week and 39.8% in the last 3-months. Is it a Dog or opportunity?

Stock Talk Podcast Episode 75

This week in our Your Stock, Our Take we take a look at, Redishred Capital Corp. (KUT:TSX-V), a profitable micro-cap stock in the information destruction and security industry. Through the Proshred system and brand the company operates on-site paper shredding trucks and plant-based shredding. A listener asks our take. Our Star of the Week is, Canfor Corp. (CFP:TSX), an integrated forest products company operating two segments; Lumber, and Pulp & Paper. Over the last 12 months the stock had been nearly been cut in half, but shares jumped 61.31% this week after billionaire Jim Pattison offered to take the company private for approximately $982 million. Finally, our Dog of the Week is, Prometic Life Sciences Inc. (PLI:TSX), a revenue generating, biopharmaceutical stock with a pipeline of small molecule therapeutics under development to treat unmet needs in patients with liver, respiratory and kidney disease, including rare diseases. The stock dropped 23% yesterday, following a disappointing earnings release and is down an astonishingly 97% this year. Is it a Dog or opportunity?

Stock Talk Podcast Episode 74

This week in our Your Stock, Our Take segment we take a look at, Alacer Gold Corp. (ASR:TSX), a low-cost junior-intermediate gold producer, with two producing operations in Turkey. The company recently completed a significant sulfide production plant, at its Çöpler Gold Mine which is now set to produce 3.5 million ounces at low costs, generating robust free cash flow for approximately the next 20 years, albeit in a risky geopolitical arena. With the uptick in the price of gold, a listener asks us if Alacer is a good option going forward. Our Star of the Week is, Skechers U.S.A., Inc. (SKX:NYSE), the popular marketer and manufacturer of Skechers-branded lifestyle footwear for men, women and children. The stock was up 15.5% this week, 25.5% in the last month and is up 33% year-to-date. We let you know what is driving the move and whether it is sustainable. Finally, our Dog of the Week is, NFI Group Inc. (NFI:TSX), a global manufacturer of buses operating under several brands. NFI vehicles incorporate a wide range of drive systems including: clean diesel, natural gas, diesel-electric hybrid, and zero-emission electric (trolley, battery, and fuel cell applications). The former TSX darling has seen its share price drop 12% over the last 6 trading days and 19% over the last month. Is it a Dog or opportunity?

Stock Talk Podcast Episode 73

This week in our Your Stock, Our Take we look at, Namsys Inc. (CTZ:TSX), which offers software solutions for currency management and processing for the banking and merchant industries principally in North America. A listener asks our take on this profitable micro-cap stock. Our Star of the Week is, Silvercorp Metals Inc. (SVM:TSX), primarily a silver-producing mining company engaged in the acquisition, exploration, development, and mining of precious and base metal mineral properties in China. The stock is up 9% this week, 16.5% in the last month and is up 20% year-to-date. We let you know what is driving the move and whether it is sustainable. Finally, our Dog of the Week is, Tucows Inc. (TC:TSX), which provides Internet Domain Services and Network Access. Domain Services make for the bulk of the company's revenue through the registration fees charged to resellers in connection with new, renewed and transferred domain name registrations, the sale of retail Internet domain name registration and email services. The stock was a TSX under-the-radar star for years, but premium valuations, a recent weak quarter and lower guidance have conspired to drop the stock nearly 50% in the last 3-months. Is it a Dog or opportunity?

Stock Talk Podcast Episode 72

This week in our Your Stock, Our Take we take a look at micro-cap, BeWhere Holdings Inc. (BEW:TSX-V), a Mobile Internet of Things (M-IoT) solutions provider which is growing revenue at a significant clip. A listener asks our take on the stocks as it progresses towards potential profitability. Our Star of the Week is, The Simply Good Foods Company. (SMPL:NASDAQ), a developer, marketer and seller of branded nutritional snacking and meal replacement products. The business seems to be on trend and the stock is responding following a strong quarter released this week up 17.5% in the last 5-days and 47% year-to-date. Can it continue? We will let you know. Finally, our Dog of the Week is, CannTrust Holdings Inc. (TRST:TSX), is a federally regulated licensed producer of medical and recreational cannabis in Canada. On July 8th, CannTrust disclosed that it had gotten into hot water with Health Canada by producing more than 12 metric tons of dried cannabis in unlicensed growing facilities. Is it a Dog or opportunity?

Stock Talk Podcast Episode 71

This week in our Your Stock, Our Take we take a look at MTY Food Group Inc. (MTY:TSX), a quick service industry giant that produces strong cash flow has produced strong long-term gains for our clients. A listener asks our current take on this stock which has recently been ranked a HOLD in our coverage. Our Dog of the Week is, Canadian Premium Sand Inc. (CPS:TSX-V), an exploration stage company engaged in the silica sand industry. The stock is down 32% in the past week, 35% year-to-date, and 55% in the last 12-months. Finally, our Star of the Week is, Cascades Inc. (CAS:TSX), a leader in the recovery and manufacturing of packaging and tissue products. is up 12% over the last week and 33% over the last month. We discuss the current valuations and see if it may be a long-term opportunity.

Stock Talk Podcast Episode 70

This week in our Your Stock, Our Take segment we take a look at two unique stocks. The first has been all over the media and popping up at your local supermarket and a number of fast –food joints. The company, Beyond Meat Inc. (BYND:NASDAQ), offers a portfolio of “revolutionary” plant-based meats. The stock IPO’d at the beginning of May on the NASDAQ at $25.00 per share and has rocketed over 55% to the $165 range. The growth is great and many think the burgers are delicious but with a market cap of roughly $10 billion, it the stock good value. A listener asks us our take. Our second Your Stock, Our Take of this week is Park Lawn Corporation (PLC:TSX), which owns and operate businesses including cemeteries, crematoria, funeral homes, chapels, planning offices and a transfer service. There appears to be strong growth and a listener asks us if it offers value. Finally, our Dog of the Week is, Millennial Esports Corp. (GAME:TSX-V), is a gaming and digital media company. Millennial provides turnkey global solutions that cover gaming technology and studios, event management, research and analytics, content production, and broadcasting. One year ago, the company’s shares traded at $2.33 and at its highs briefly reached $12.30. The stock dropped to $1.13 by the beginning of 2019 and saw its shares suspended until April. Today, the shares trade for $0.20. The 50% drop in the last week make it our Dog of the Week. Is the drop an opportunity or a sign of things to come? We will discuss.

Stock Talk Podcast Episode 69

This week in our Your Stock, Our Take segment we look at Intertape Polymer Group (ITP:TSX), which manufactures and sells of a variety of paper and film-based pressure-sensitive and water-activated tapes, polyethylene and specialized polyolefin films, protective packaging, engineered coated products and complementary packaging systems for industrial and retail use. The stock pays a relatively attractive 4.16% dividend and a listener who has been watching the company for a while asks if now is the time to pick up a position. Our Star this week is Transat A.T. Inc. (TRZ:TSX), a Canadian company which specializes in the organization, marketing and distribution of holiday travel in the tourism industry. Powered by competing takeover bids from Air Canada and Group Mach Inc., shares in Transat have jumped over 160% since the end of April. Finally, our Dog of the Week is, InPlay Oil Corp. (IPO:TSX), is engaged in the acquisition, exploration, and development of petroleum and natural gas properties, and the production and sale of crude oil, natural gas, and natural gas liquids. InPlay has dropped 27% in the last month following the energy prices which has slid considerably in the last 30-days. Is the drop an opportunity or a sign of things to come? We will discuss.