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

Stock Talk Podcast Episode 48

This week in our Your Stock, Our Take segment we look at Strongco Corporation (SQP:TSX), a distributor of new and used equipment for the infrastructure, construction, mining, oil and gas exploration, forestry, and industrial markets in Canada and in the United States. After a strong Q2 a listener asks us if the turnaround is on and whether it is a BUY, SELL, or HOLD. Our Star of the week is Parkland Fuel Corporation (PKI:TSX), Canada’s largest and one of North America’s fastest growing independent suppliers and marketers of fuel and petroleum products and a leading convenience store operator. The stock has surged 49% year-to-date and a 16% in the last week alone – it should be no stranger to our clients an listeners having been recently re-recommended in our Canadian Income Stock Research in the $28 range. Finally, our Dog of the week is Maxar Technologies Ltd. (MAXR:TSX) - an integrated space and geospatial intelligence company with a full range of space technology solutions for commercial and government customers including satellites, Earth imagery, geospatial data and analytics. The stock has fallen 25% over the past 2-weeks after reporting a quarterly earnings miss. Is it a Dog or an opportunity?

Stock Talk Podcast Episode 47

Once again, due to the large volume of questions, we picked two stocks to look at: The first, Tucows Inc. (TC:TSX), and the the second, Atlas Engineered Products (AEP:TSX-V). Tucows provides network access, domain names, and other internet services. The stock has been a true under-the-radar story, jumping from the $9 range just over five years ago, to today closing in the $75 range. Is it a BUY, SELL, or HOLD? Atlas Engineered Products is a supplier of trusses and engineered wood products. Is it a BUY, SELL, or HOLD? Our star of the week is Enercare Inc. (ECI:TSX), a provider of essential home and commercial services and energy solutions. The stock jumped 53% this Wednesday from the $18.90 range to around $28.85 after it had been announced it would be acquired by Brookfield Infrastructure in a $4.3 billion transaction. Enercare has been a long time recommendation in our Canadian Income Stock research, originally recommended in $9 range.

Stock Talk Podcast Episode 46

This week, due to the volume of questions for our Your Stock, Our Take segment, we picked two stocks to look at Partner Jet Corp. (PJT:TSX-V) and Namaste Technologies Inc. (N:TSX-V). Partner Jet is a full service flight management and aircraft sales company capable of operating a wide range of corporate aircraft. The true micro-cap has had a volatile year trading as high as the $0.40 range to a low of just under $0.20. It has taken a hit lately following weaker Q2 2018 financial results. Is it a BUY, SELL, or HOLD? Namaste brands itself as the “Your Everything Cannabis Store™.” Namaste operates the largest global cannabis e-commerce platform with over 30 websites in 20+ countries under various brands. Product offerings include vaporizers, glassware, accessories, CBD products, and the company will soon be selling medical cannabis in the Canadian market, subject to approval by Health Canada. Is it a BUY, SELL, or HOLD? Our Star of the week is Goeasy Ltd. (GSY:TSX), a full-service provider of goods and alternative financial services. The stock is up 10% in the past week – what is driving the surge. And is it an opportunity?

Stock Talk Podcast Episode 45

This week in our Your Stock, Our Take segment we look at Caldwell Partners International Inc. (CWL:TSX), a traditional executive search firm specializing in recruiting executives for full-time and advisory roles on behalf of its clients. The company posted a strong breakout quarter this week and the stock which trades in the range of $1.15 pays a 6.7% dividend. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is Unisync Corp. (UNI:TSX-V), specializes in the production and distribution of highly technical protective garments, military operational clothing and accessories for a broad spectrum of Federal, Provincial and Municipal government departments and agencies. The company also provides customer-focused provider of corporate apparel for Air Canada, Shoppers Drug Mart, TELUS & more. The stock is up 20% in the past 3-weeks – what is driving the surge. Finally, our Dog of the week is Invictus MD Strategies Corp. (GENE:TSX-V) - owns and operates two cannabis production facilities, both with sales licenses, under the ACMPR in Canada, with the vision of producing a variety of high quality and low-cost cannabis products to the global market, as regulations permit. The company even lists Gene Simmons of the legendary Rock Band KISS as its Chief Evangelist Officer. The stock has fallen 20% over the past 3-weeks. Is it a Dog or an opportunity?

Stock Talk Podcast Episode 44

This week in our Your Stock, Our Take segment we look American Green, Inc. (ERBB:OTC), a US Cannabis related stock which we reviewed in this segment last August. At that time we saw it as uninvestable – the stock is down roughly 40% since that time and we were asked by a listening to take another look at it. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is TeraGo Inc. (TGO:TSX), which provides businesses across Canada with data and voice communications services, data center colocation and hosting services, as well as cloud infrastructure as a service computing and storage solutions. The stock jumped 25% in the past couple weeks after it appears to be poised to unlock value in a significant wireless spectrum asset. Finally, our Dog of the week is Calfrac Well Services Ltd. (CFW:TSX) provides specialized oilfield services, including hydraulic fracturing, coiled tubing, cementing and other well completion services to the oil and natural gas industries in Canada, USA, Russia, Mexico & Argentina. The stock has lost 35% of its value over the past couple months on the heels of a potential shareholder lawsuit. The debt heavy business appears to be turning around operations in a stronger energy pricing environment. Is it a Dog or an opportunity?

Stock Talk Podcast Episode 43

This week in our Your Stock, Our Take segment we look at Baylin Technologies Inc. (BYL:TSX), Baylin focuses on research, design, development, manufacturing and sales of passive and active radio frequency products and services. The company appears to be in the midst of a transformational 2018 following two major acquisitions – one just announced this week. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is Twitter Inc. (TWTR:NYSE), social networking giant which has seen its stock jumped 30% in the past month after the company solidly broke into profitability in its latest quarter and reported a positive outlook. Finally, our Dog of the week is Overstock.com Inc. (OSTK:NASDAQ) - an online retailer which provides products and services through websites and is also firmly in the Blockchain space after a significant acquisition. On a year-to-date basis, the stock has fallen 52.2%. Is it a Dog or an opportunity?

Stock Talk Podcast Episode 42

KeyStone’s Your Stock Our Take – Macro Enterprises (MCR:TSX), Star: is Canada Goose Holdings Inc. (GOOS:TSX), Dog: Polaris Infrastructure Inc. (PIF:TSX). This week in our Your Stock, Our Take segment we look at Macro Enterprises (MCR:TSX), which executed a construction contract on TransCanada’s Coastal GasLink Pipeline Project. The proposed pipeline will deliver natural gas from the Dawson Creek area of northern B.C. to a facility near Kitimat, B.C., where it will be converted to a liquid form for export by LNG Canada. Estimated contract value in excess of CND$900 million with approximately Macro ($360 million) going to Macro over a 3-year period if it moves forward. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is Canada Goose Holdings Inc. (GOOS:TSX), designs, manufactures, distributes and sells premium outerwear for men, women and children – think goose down parkas. The stock jumped as much as 49% this week after the company reported record annual results and a positive outlook. Finally, our Dog of the week is Polaris Infrastructure Inc. (PIF:TSX), which owns and operates a 72-megawatt capacity geothermal facility in northwest Nicaragua. The stock dropped 22% this month as the situation in Nicaragua, worsens – the country appears to be in the throes of a mass uprising against Ortega’s regime. Is it a Dog or an opportunity?

Stock Talk Podcast Episode 41

KeyStone’s Your Stock Our Take – Vigil Health Solutions Inc. (VGL:TSX-V), Star: is TWC Enterprises Limited (TWC:TSX), Dog: Roots Corporation (ROOT:TSX) This week in our Your Stock, Our Take segment we look at Vigil Health Solutions Inc. (VGL:TSX-V), which provides a software and hardware platform solution to assist in the care of and monitor residents in senior living communities. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is TWC Enterprises Limited (TWC:TSX), Canada’s largest owner and operator of golf clubs. The stock jumped over 20% mid-week after it announced the sale of its rail and port operations based out of Skagway, Alaska, to Carnival Corporation for US$290 million. Finally, our Dog of the week is Roots Corporation (ROOT:TSX), the iconic Canadian retailer of apparel, leather goods, accessories, and footwear for men, women, and children. The stock dropped by as much as 12% on Wednesday after its Q1 2018 results came in lighter than expected. But the outlook for 2018 remains positive. Is it a Dog or an opportunity?

Podcast Episode 40

This week in our Your Stock, Our Take segment we look at Solium Capital Inc. (SUM:TSX), who’s core cloud enabled software-as-a-service offering, Shareworks, helps both private and public companies with issuance and exercise of equity (stock) incentives and the plethora of financial reporting and compliance documents they are required to file. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is Sangoma Technologies Corp. (STC:TSX-V), from our Canadian Discovery Small-Cap Portfolio. The stock is up 38% this month driven by strong Q3 earnings. Finally, our Dog of the week is LXRandCo Inc. (LXR:TSX), a unique “re-commerce company” that takes used or “pre-loved” handbags and re-sells them. The stock has been cut in half over the past month to trade under a $1.00 after it reported strong revenue growth, but continued sharp losses on its bricks and mortar expansion.

Stock Talk Podcast Episode 39

This week in our Your Stock, Our Take segment we look at Sierra Wireless Inc. (SW:TSX), a leading pure-play (Internet-of-Things) IoT company. A historically good business that has seen its shares sell-off over the past year and year-to-date. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is XPEL Technologies (DAP.U:TSX-V), one of our core Focus BUY Canadian Growth Stocks. The stock ended the week up 63% making it the single best performing stock on the TSX-Venture on day and for the week.

Stock Talk Podcast Season 2 Episode 5

We have another busy show for you this week. In our Your Stock, Our Take segment we look at Pioneering Technology Corp (PTE:TSX-V), a unique business that develops and sells patented cooking-fire prevention products. We are following up on the company after calling it overvalued when the stock traded above $1.00 last year. With the stock under $0.40 is it a BUY, SELL, or HOLD. Our Star of the week is Covalon Technologies Ltd (COV:TSX), a company we highlighted in both our annual Breakthrough and Cash Rich Small-Cap Reports over the past 2-years. Covalon saw its share price jump 90% this week, after the company announced it had it has won a series of competitive contracts in the Middle East with an estimated sales value of $100 million over a three-year period. Finally, our dog of the week Breaking Data Corp. (BKD:TSX-V), a technology provider of semantic search, machine learning and natural language processing and owner of GIVEMESPORT – sports related app– year-to-date, the stock is down over 60%.

Stock Talk Podcast Season 2 Episode 4

We have another busy show for you this week. We preview our upcoming 7-city DIY Stock Investment Seminar tour. Highlight current market valuations from a broad perspective in light of the run-up to start 2018 and susequent mini-correction. In our Your Stock, Our Take segment we look at Covalon Technologies Ltd (COV:TSX), a healthcare technologies development company which we have highlighted a number of times in our Breakthrough Report over the past several years. The stock has surged over 500% in the past two years but, along with the market generally, has experienced a volatile start to 2018. A listener asks whether we would BUY, SELL, or HOLD at present. Finally, our dog of the week is a stock we have been telling clients to actively avoid for the past 2-years, Patient Home Monitoring Corp. (PHM:TSX-V) – year-to-date, the stock is down 63%.

Stock Talk Podcast Season 2 Episode 3

We are ending the year with an abbreviated version of our Podcast – Aaron is hanging the stockings around KeyStone’s chimney with care, so Ryan will handle the message this week. First off, we have been inundated with questions on Bitcoin and cryptocurrencies to end 2017. We give a brief take on the cryptocurrency and the very idea that it is hard to value Bitcoin (no cash flows, balance sheet etc.) may be what is adding to its surge in value and certainly it's volatility. Our Star is EBIX Inc. (EBIX:NASDAQ) – from our U.S. Growth Stock Coverage - which has surged 42% in the last 2-months. We make a few exciting announcements and most importantly, we wish all of our listeners and clients Happy Holiday, Merry Christmas and a very happy and, prosperous new year.

Stock Talk Podcast Season 2 Episode 2

We have another busy show for you this week. We start with a wrap on our recent 6-city US DIY Stock Investment Seminar tour. We have posted the video of the event for purchase and I will quiz Aaron on one of his segments. We will tell you why every Canadian needs some U.S. equity exposure in their portfolio. We will also touch on a broken promise from PM Justin Trudeau and finish with a Your Stock, Our Take on Almost Family, Inc. (AFAM:NASDAQ), a leading provider of home health nursing, rehabilitation and personal care services. The stock, which is from our US Growth Stock Coverage, has surged 40% on news of a merger and over 70% since our recommendation 20-month ago. A listener asks whether we would BUY, SELL, or HOLD at present.

Stock Talk Podcast Season 2 Episode 1

We have another busy show for you this week. We are getting so many questions, we have 2 stocks to review in our Your Stock, Our Take segment. The first is on MamaMancini’s Holdings (MMMB:OTCQX), a marketer and distributor of a line of food products, primarily meat balls – the company reported a record quarterly results this past week. The listener asks if it a BUY, SELL or HOLD? The second stock is one we are very familiar with having covered it in the past and sold for a strong gain – the company, C-Com Satellite Systems Inc. (CMI:TSX-V), a developer and manufacturer of commercial grade mobile satellite- based technology for the delivery of two-way high-speed Internet, VoIP and Video services into vehicles.

Stock Talk Podcast Episode 33

We have another busy show for you this week. In our Your Stock, Our Take segment we take a question from a listener about, Pioneering Technology Corp. (PTE:TSX-V), a profitable high growth micro-cap which has essentially created its own category with its consumer cooking fire prevention technologies – the company reported a record quarterly results this week, based on the numbers, is it a BUY, SELL or HOLD? Our star is Polaris Materials Corporation (PLS:TSX), a BC-based construction aggregate provider which saw its share price rocket 191% this week after its received a friendly takeover bid. Finally, our dog of the week is eye care health related business, TearLab Corporation (TLB:TSX). The stock is down over 47% this month and 55% since we called its shares “uninvestable” in April of this year at $3.79 when reviewing it for a listener in our YSOT Segment.

Stock Talk Podcast Episode 32

We have another busy show for you this week. We begin with a discussion some unintended consequences related to an ongoing taxation issue regarding stock options. In our Your Stock, Our Take segment we take a question from a listener about, Ten Peaks Coffee Company Inc. (TPK:TSX), a unique BC-based small-cap which uses its proprietary process to decaffeinate premium green coffee – the company reported a strong second quarter this week, is it a BUY, SELL or HOLD? Our star of the week is Great Canadian Gaming Corp. (CG:TSX), also BC-based which operates in the gaming, entertainment and hospitality business in 4 provinces across Canada and Washington State. The stock has jumped over 25% recently after announcing a big deal with Brookfield Properties. Finally, our dog of the week is alternative finance company, Callidus Capital (CBL:TSX). The company’s shares are down 26% in the last 7 trading days after the Wall Street Journal reported that at least four unnamed individuals have filed whistleblower complaints with the Ontario Securities Commission with allegations of fraud.

Stock Talk Podcast Episode 31

We have another busy show for you this week. We start off by looking into what has been a busy year in terms of M&A activity in the Canadian Small-Cap market – 3 stocks from our Focus BUY list and 3 from our Additional Coverage have been bought out year-to-date. We discuss whether this is a sign of an overheated market, why these specific stocks are being bought for big premiums, and if there are further opportunities. In our Your Stock, Our Take segment we take a question from a listener about U.S. penny stock, American Green Inc. (OTCMKTS:ERBB), which has recently announced they are building an entire town in California based on marijuana, interesting – is it a BUY, SELL or HOLD? Our star of the week is Nelson, BC-based Pacific Insight Electronics Corp. (PIH:TSX), an ambient and direct LED light maker for the automotive industry, which jumped 76% this week after it announced the company was to be acquired. Finally, our dog of the week is Sleep Country Canada (ZZZ:TSX), the well-known mattress sell which had been a star performer since its recent “re-IPO”, dropped 10% yesterday on the heels of a mixed Q2 numbers that brought the Sleep Country’s premium valuations into question.

Stock Talk Podcast Episode 30

We have another busy show for you this week. We start off by looking at some stats just released by the IMF (International Monetary Fund), their revised outlook for the global economy for the remainder of 2017 and 2018. We talk about what a tough time it has been for Canadian investors over the first 7-months of 2017. In our Your Stock, Our Take segment we take a question from a listener about newly listed Canadian small-cap, Goodfood Market Corp. (FOOD:TSX), a leader in the emerging Canadian meal-kit market – is it a BUY, SELL or HOLD? Our star of the week is Scientific Games Corporation (SGMS:NASDAQ), which develops and manufactures gaming and lottery machines. The stock jumped over 40% this week after reporting better than expected numbers. Finally, our dog of the week is Twitter Inc. (TWTR:NYSE) which dropped 14% today on the heels of a disappointing set of second quarter numbers #stocktakesitonthechin.

Stock Talk Podcast Episode 29

We have another busy show for you this week. We start off by updating what has become an ongoing bidding war for small-cap networking equipment company Sandvine Corp. (SVC:TSX) – this seems to be a weekly segment. We also question if the Canadian economy is in a precarious position at present. In our Your Stock, Our Take segment we take a question from a listener about Canadian small-cap, Quarterhill Inc. (WIN:TSX) a company which recently “pivoted” its business model and with a huge cash war chest is focussed on acquiring technology companies in the Industrial Internet of Things (IIoT) – we see if the new strategy makes it an attractive buy candidate? Our star of the week is now no stranger to this segment, Applied Optoelectronics Inc. (AAOI:NASD), a company from our US Focus BUY List which develops and manufacturers advanced optical products. The stock jumped over 25% to new all-time highs after preannouncing strong Q2 2017 results. Finally our dog of the week is CRH Medical Corp (CRH:TSX), which dropped 12% today and is off 55% since April.