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Hosted by Ryan Irvine & Aaron Dunn, the podcast is highly interactive taking listener questions each week on individual Canadian & U.S. stocks as well as stock portfolio building strategies. The podcast focuses on high quality Canadian Dividend growth stocks, unknown & profitable Canadian Small-Cap stocks, U.S. tech leaders and high growth small-cap stocks. We also provide simple portfolio building tips for DIY investors. Weekly show highlights include: - Case For & Against Any Stock: our Ryan, Aaron & Brennan debate the pro's & con's of investing in a stock from a fundamental perspective and one of our analysts acts as judge, jury, and executioner to settle the lively debate. -Your Stock, Our Take Segment: Need a sober second opinion on any stock in your portfolio? Send a question to our Your Stock Our Take segment and we will review the business based on our BUY/SELL/HOLD criteria. - DIY Portfolio Building Tips: Interested in building your own DIY stock portfolio while paying less fees? Listen-in every week to uncover tips on how to take control of your financial future and dissect the hot button topics and stocks of the week. - Dividend Growth Stocks & Profitable Unknown Small-Caps: KeyStone’s Stock Talk Podcast is the only podcast talking Canadian & U.S. stocks across all market sectors. From profitable, unknown small-caps to great dividend paying mid and large caps, it is they type of stock discussion you can find nowhere else. - Canadian Stock Content: For Canadian investors & created by Canadian investors, we actually talk Canadian stocks. Real stocks to add to your watch list and, perhaps most importantly, which stocks to potentially avoid. - Hot Topics: From the FAANGs, AI, SaaS, cloud computing, and cybersecurity to gold, Cannabis, renewable & alternative energy to day trading vs. long-term investing, we have you covered.
Episodes
Wednesday Aug 03, 2022
Stock Talk Podcast Episode 172
Wednesday Aug 03, 2022
Wednesday Aug 03, 2022
We are back this week after rave reviews, a few crying babies, and further shock and awe at our faces-for-radio now revealed on our YouTube platform. We kick off this week’s show with a brief discussion on the strong stock market gains to end July following the worst first half in U.S. markets in 52 years.
In our Your Stock, Our Take segment Ryan will take a look at a TV streaming platform Roku Inc. (ROKU:NASDAQ). The Pandemic stay at home star is down 72% year to-date and 86% from its 2021 highs. A listener asks if the stock finally offers value.
Aaron is going to take you to school by looking into “Three things to never do when valuing a stock on a PE or price-to-earnings basis.”
Brett is going to launch our legendary or famous investors series with a look into recent market darling Cathie Wood. Wood is an American active investment manager who is the current CEO and CIO of Ark invest, which was founded it in 2014. Incidentally, Roku is one of the top holdings in her flagship fund alongside well-known names such as Tesla, Zoom, Crispr Therapeutics, and Block.
Brennan will handle our Star and Dog of the week. The Dog of the week is Datametrex AI Ltd. (DM:CSE) a Canadian-based IT company focused on, Machine Learning and Artificial Intelligence which collects and analyzes data – that is a bunch of buzz words. The micro cap is down 35% year-to-date and 61% since its 52-week high. The Star of the week is Enphase Energy Inc. (ENPH:NASDAQ), an energy technology company and the world's leading supplier of microinverter-based solar and battery systems. The stock has jumped 25% in the last 5 trading sessions and is up 61% year to date and was the top-performing stock in the S&P 500 in the last quarter powered by strong quarterly growth.
Thursday Jul 28, 2022
Stock Talk Podcast Episode 171
Thursday Jul 28, 2022
Thursday Jul 28, 2022
This week – we come to air with the sounds of Video Killed the radio star playing loudly in our heads. We are making the transition from audio to video – moving from a strict podcast to a YouTube show with interactive video, screen sharing and more and we can’t wait to expand on this format. Watch the Youtube Show HERE!
This week’s show kicks off with a bang as Aaron debates Brennan in a no holds barred analyst showdown. The company in the crosshairs is Algoma Steel (ASTL:TSX) an integrated steel producer in North America with raw steel production capacity of 2.8 million tons per year. Aaron argues the Bull Case and Brennan tries to wrestle him to the ground with the Bear Case. Ryan will sit in as judge jury and executioner.
Ryan will give you 6 things you need to know about the TFSA or Tax Free Savings Account including why it is not for the rich, what you can put into it and the contribution limits.
Brett will handle our Star and Dog of the week. The Dog of the week is Context Logic (WISH: NASDAQ) which has seen its share price drop 51% in 2022. The company’s e-Commerce platform, allows third parties to list products to sell to customers who purchase through its visual-based mobile app. The Star of the week is Viemed Healthcare Inc. (VMD:TSX) and should be no secret to KeyStone clients having been a recommendation over the past 4 years since it traded in the $3.85 range – today the stock trades in the $10.00 range. Viemed, which provides in-home durable medical equipment and post-acute respiratory healthcare services in the United States, has seen its share price jump 38.32% over the last month and 60.38% since the April BUY recommendation.
Wednesday Jul 13, 2022
Stock Talk Podcast Episode 170
Wednesday Jul 13, 2022
Wednesday Jul 13, 2022
We are back with a packed show this week. Ryan will start by discussing a few great points made by legendary investor Howard Marks in his annual memos.
In our Your Stock, Our Take Segment, we answer two listener questions. Aaron will answer the first on Mitek Systems Inc. (MITK: NASDAQ) which has its core business centered around mobile check deposit software and is shifting to the digital identity and fraud prevention arena’s. The growth and valuations look attractive – enough so that we included it in our recently released US technology report – Aaron answers if it is a buy at present.
Brennan will then look into Block Inc. (SQ:NYSE) a global technology company with a focus on financial services – its well-known business’ include Square, Cash App, Spiral, TIDAL, and TBD. The stock is down 61% in 2022 and 76% since its highs last year. Is this high growth business finally a fundamental buy – we let you know.
Finally, Brett will update us on a stock we called a cautionary tale in our last podcast, Voyager Digital Ltd. (VOYG:TSX) - cryptocurrency platform that offers a secure way to trade over 100 different crypto assets using its easy-to-use mobile application. From its 2021 highs over $32, the stock has dropped 99% to close this week in the $0.30 range. Brett called it gambling in our last episode, a few short days later, the company filed for bankruptcy.
Thursday Jun 30, 2022
Stock Talk Podcast Episode 169
Thursday Jun 30, 2022
Thursday Jun 30, 2022
This week we are excited to be introducing a new contributing analyst to the show. Ryan will start with a brief overview of our Special U.S. SaaS / Software Stock Report which we will be releasing next week to our U.S and VIP research clients. Ryan will look at current valuations in Tech, specifically the software segment, and where valuations stand after the crash from a 10-year historical perspective.
Splits are topical right now with Alphabet about do its 20-1 split, and another couple of companies in our coverage Fortinet (FTNT:NASADAQ), the cybersecurity giant and Brookfield Infrastructure (BIP.UN:TSX) conducting splits in the past couple weeks as well as the high profile splits of Apple Inc. (AAPL:NASDAQ) and Tesla Inc. (TSLA:NASDAQ) over the past year – we have fielded a number of questions in this area. Brennan will delve into the splits, perhaps trying to perform them himself, and more appropriately, what they mean for you as an investor.
Finally, in his first segment, Brett will be looking at a cautionary tale in the once high-flying Voyager Digital Ltd. (VOYG:TSX) - cryptocurrency platform that offers a secure way to trade over 100 different crypto assets using its easy-to-use mobile application. From its 2021 highs over $32, the stock has dropped 98% to close this week in the $0.60 range. Brett lets us know what went wrong and where the business which had posted high revenue growth, is at today.
Thursday Jun 16, 2022
Stock Talk Podcast Episode 168
Thursday Jun 16, 2022
Thursday Jun 16, 2022
We’re back – following a week in California at the LD Micro-Cap Conference. From the approximate 200 companies attending we interviewed roughly 20 management teams and Ryan highlights a couple companies of interest including Richardson Electronics Ltd. (RELL:NASDAQ), DocGo Inc. (DCGO:NASDAQ), and DMG Blockchain Solutions Inc. (DMGI:TSX-V), as well as companies currently in coverage including Geodrill Limited (GEO:TSX), Quipt Home Medical Corp. (QIPT:TSX), and Acme United Corporation (ACU:NYSE) that we sat down with at the event. Ryan will also look generally at the markets in light of the significant market correction which boarders on a crash in technology and risk assets.
In our Your Stock, Our Take segment Brennan answers a listener question on Nutrien Ltd. (NTR:TSX), one of the world’s largest producers and distributors of potash, nitrogen and phosphate products. Is there value in the business in the current volatile environment.
Finally, Aaron answers a listener question on lockdown and work from home darling DocuSign Inc. (DOCU:NASDAQ). The world leader in digital signatures has seen its share price drop 63.8% year-to-date and over 80% from its 2021 highs. A listener asks if we are starting to see value in this battered tech name.
Monday May 16, 2022
Stock Talk Podcast Episode 167
Monday May 16, 2022
Monday 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.
Wednesday Apr 13, 2022
Stock Talk Podcast Episode 166
Wednesday Apr 13, 2022
Wednesday Apr 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.
Wednesday Mar 23, 2022
Stock Talk Podcast Episode 165
Wednesday Mar 23, 2022
Wednesday Mar 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.
Thursday Mar 03, 2022
Stock Talk Podcast Episode 164
Thursday Mar 03, 2022
Thursday Mar 03, 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.
Wednesday Feb 16, 2022
Stock Talk Podcast Episode 163
Wednesday Feb 16, 2022
Wednesday Feb 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.
Friday Feb 04, 2022
Stock Talk Podcast Episode 162
Friday Feb 04, 2022
Friday Feb 04, 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.
Friday Jan 07, 2022
Stock Talk Podcast Episode 161
Friday Jan 07, 2022
Friday Jan 07, 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.
Friday Dec 31, 2021
Stock Talk Podcast Episode 160
Friday Dec 31, 2021
Friday Dec 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.
Tuesday Dec 07, 2021
Stock Talk Podcast Episode 159
Tuesday Dec 07, 2021
Tuesday Dec 07, 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).
Friday Oct 22, 2021
Stock Talk Podcast Episode 158
Friday Oct 22, 2021
Friday Oct 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.
Monday Sep 27, 2021
Stock Talk Podcast Episode 157
Monday Sep 27, 2021
Monday Sep 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.
Friday Sep 17, 2021
Stock Talk Podcast Episode 156
Friday Sep 17, 2021
Friday Sep 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.
Thursday Sep 09, 2021
Stock Talk Podcast Episode 155
Thursday Sep 09, 2021
Thursday Sep 09, 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.
Friday Sep 03, 2021
Stock Talk Podcast Episode 154
Friday Sep 03, 2021
Friday Sep 03, 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.
Thursday Aug 26, 2021
Stock Talk Podcast Episode 153
Thursday Aug 26, 2021
Thursday Aug 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!