201.7K
Downloads
284
Episodes
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
Tuesday May 04, 2021
Stock Talk Podcast Episode 143
Tuesday May 04, 2021
Tuesday May 04, 2021
This week we have a One-On-One Versus Debate between two heavyweights in home improvement, The Home Depot Inc. (HD: NYSE) and Lowe's Companies Inc. (LOW: NYSE). Both have produced strong gains year-to-date driven by stay-at-home DIY projects and a great deal of free money sloshing around – we debate which is the better value today. Brennan takes Lowes and Aaron gives you his pitch for Home Depot. I will sit in as judge, jury, and executioner.
Tuesday Apr 27, 2021
Stock Talk Podcast Episode 142
Tuesday Apr 27, 2021
Tuesday Apr 27, 2021
This week in Our Case For / Case Against debate we take a look at Care Cloud (MTBC: NASDAQ), a healthcare information technology company that provides a full suite of proprietary cloud-based solutions, together with related business services, to healthcare providers and hospitals throughout the United States. Brennan argues the bull case, I crush him with the bear case and Aaron sits in as judge, jury, and executioner.
In our Your Stock, Our Take Segment, we answer a listener question on Northland Power Inc. (NPI: TSX), a renewable power producer which owns 2.3 GW net of generating capacity. Most of Northland’s power is offshore wind but the company also has a pipeline of onshore renewable assets. We take a look at current valuations and the company’s growth prospects into the future.
Tuesday Apr 20, 2021
Stock Talk Podcast Episode 141
Tuesday Apr 20, 2021
Tuesday Apr 20, 2021
This week in Our Case For / Case Against debate we take a look at a well-run network management services provider for the mortgage lending and insurance industries, Real Matters Inc. (REAL: TSX). Despite the fact it holds a great balance sheet and the company’s record financial results in 2020, the stock has been cut in half since its highs and is flat over the past year. Aaron argues the bull case, I crush him with the bear case and Uncle Brennan sits in as judge, jury, and executioner.
In our Your Stock, Our Take Segment, we answer a listener question on PowerBand Solutions Inc. (PBX: TSX-V), a well-promoted auto-fintech. PowerBand has an integrated, cloud-based transaction platform that facilitates transactions amongst consumers, dealers, funders, and manufacturers (OEMs). It enables them to buy, sell, trade, finance, and lease new and used vehicles, on any phone, tablet, or PC connected to the internet. A listener asks what to make of the company’s reported sales numbers and if the drop is an opportunity of a sign of things to come.
Tuesday Apr 13, 2021
Stock Talk Podcast Episode 140
Tuesday Apr 13, 2021
Tuesday Apr 13, 2021
We have a busy show for you this week – in Our Case For / Case Against debate we take a look at unknown, high-growth small-cap, Apollo Healthcare Corp. (AHC: TSX). Apollo is one of the largest private label personal care product manufacturers which saw its sales and profitability skyrocket in 2020 as one of the 3 largest producers of hand sanitizer and private label cleaning products sold at most of the big box retailers including Costco. Aaron argues the bear case, Uncle Brennan is on the bull case and I sit in as judge, jury, and executioner.
In our Your Stock, Our Take Segment, we answer a listener question on Gran Colombia Gold Corp. (GCM: TSX), which engages in the acquisition, exploration, development, and operation of gold and silver properties primarily in Colombia.
Wednesday Mar 31, 2021
Stock Talk Podcast Episode 139
Wednesday Mar 31, 2021
Wednesday Mar 31, 2021
This week in Our Case For / Case Against debate we take a look at e-retail and cloud computing services giant, Amazon Inc. (AMZN:NASDAQ). Aaron argues the bear case, I crush him with the bull case, and Uncle Brennan sits in as judge, jury, and executioner.
In our Your Stock, Our Take Segment, we answer a listener question on the very topical Enthusiast Gaming Holdings Inc. (EGLX:TSX), who’s principal business activities are comprised of media and content, entertainment and eSports. The stock has had a tremendous run and is growing at a high clip via-acquisition – we look into whether it is sustainable.
Wednesday Mar 24, 2021
Stock Talk Podcast Episode 138
Wednesday Mar 24, 2021
Wednesday Mar 24, 2021
We have a busy show for you this week – in Our Case For / Case Against debate we take a look at Skylight Health Group Inc (SHG:TSX-V), which owns and operates a proprietary virtual telehealth platform, and a network of over 30 medical clinics across 16 states in the US, providing integrative, primary, and urgent care services to over 155,000 patients annually.
In our Your Stock, Our Take Segment, we answer a listener question on the very topical AstraZeneca PLC (AZN:NASDAQ), the British-Swedish multinational pharmaceutical and biotechnology company now best known for developing one of the 3 covid-19 vaccines approved for use in Europe. The vaccine is also approved for use in Canada but, to date, not in the United States. We let you know how the business looks from a fundamental perspective and if it is an opportunity or one to avoid.
Wednesday Mar 17, 2021
Stock Talk Podcast Episode 137
Wednesday Mar 17, 2021
Wednesday Mar 17, 2021
This week we are start by introducing our new Webinar series. Our Dog of the Week is Xebec Adsorption (XBC: TSX), a market darling in 2020 and to start 2021, which saw it share price drop over 60% from its highs after reporting a revenue shortfall. Xebec is a provider of clean energy solutions for renewable and low carbon gases used in energy, mobility and industry applications. The company specializes in deploying a portfolio of proprietary technologies for the distributed production of hydrogen, renewable natural gas, oxygen and nitrogen. Is the drop an opportunity or a sign of things to come?
In our ask us anything, we talk about a recent survey of 1,984 adults conducted by Bloomberg, found that 1 in 10 Americans are unfamiliar with cryptocurrencies. With nearly half of the respondent’s saying that they had only heard of some of the coins, such as Bitcoin & Ethereum. And 61% of those who had heard of crypto admitted that they had no idea how it actually worked.
In our Your Stock Our Take Segment, we answer a listener question on Mene Inc. (MENE:TSX-V), a Canadian Small-Cap with strong revenue growth. Mene designs, manufactures, and markets gold and platinum jewelry. Customers buy jewelry, monitor the value of their collection, and sell or exchange their pieces by gram weight at prevailing market prices.
Wednesday Mar 10, 2021
Stock Talk Podcast Episode 136
Wednesday Mar 10, 2021
Wednesday Mar 10, 2021
This week we start our discussion with a new U.S. ETF that has been getting a great deal of attention. The VanEck Vectors Social Sentiment ETF (BUZZ) – apparently the ETF is able to “cut through the noise of millions of online conversations to identify stocks with bullish investor sentiment.” And trade them. We will give you our thoughts.
Our Case For / Case Against debate is back to take a look at TFI International (TFII:TSX), a North American leader in the transportation and logistics industry, operating in Canada and the U.S. Brennan argues the bear case, Aaron has the bull case, and I sit in as judge, jury, and executioner.
In our YSOT segment we answer a listener question on Cameco Corporation (CCO:TSX), one of the world's largest uranium producers. The company’s shares have performed well at the start of 2021, following renewed optimism in the nuclear power market after doing little but decline for 10-years. We will let you know if the move is sustainable.
Tuesday Mar 02, 2021
Stock Talk Podcast Episode 135
Tuesday Mar 02, 2021
Tuesday Mar 02, 2021
In our Ask Us Anything segment, Brennan answers a listener question on Churchill Capital Corp IV (CCIV:NYSE) a SPAC that is set to merge with pre-revenue Electric Vehicle company Lucid Motors.
Our Case For / Case Against debate is back to take a look at Air Canada (AC:TSX), Canada's largest domestic and international full-service airline. Brennan argues the bull case, I crush him with the bear case, and Aaron sits in as judge, jury, and executioner.
For the third week in a row, one of our Stars comes directly from our Canadian Small-Cap Growth Stock Research. VersaBank (VB:TSX), a Canadian Schedule I chartered bank with a difference. VersaBank ranks among the world's first fully digital financial institutions. The stock was recommended to clients a couple of years ago as an alternative to Canada’s Big Banks when it traded at $7.15. VersaBank’s shares trade today at $15.80, have jumped 41% in the past 30-days, 72% year-to-date, and 120% since our recommendation – crushing the performance of the Big Banks over that period. Congratulations to clients who own the stock.
The second Star is Groupon Inc. (GRPN:NASDAQ), a global voucher and e-coupon marketplace. Groupon reported its Q4 financial results on February 25th and in the four trading days since the release, Groupon’s stock has shot up nearly 60%. We look into the rally and whether or not the fundamentals suggest it should continue.
Finally, in our YSOT segment we answer a listener question on Good Natured Products Inc. (GDNP:TSX-V), a high growth small-cap which produces and distributes high-performance bioplastics for use in packaging and durable product applications.
Thursday Feb 25, 2021
Stock Talk Podcast Episode 134
Thursday Feb 25, 2021
Thursday Feb 25, 2021
This week, we start with a brief discussion regarding Warren Buffet’s right-hand man, Charlie Munger’s, comments on trading platforms such as RobinHood.
For the second week in a row our Star of the Week is a company directly from our Canadian Small-Cap Growth Stock Research. Adcore Inc. (ADCO:TSX-V), a profitable digital advertising or AdTech company, was recommended to clients 1-year ago this month at $0.69. Adcore’s share price jumped 47% this week, 138% this month, and 315% in the past year since our recommendation. Congratulations to clients who own the stock.
In our YSOT segment, Aaron answers a question on TripAdvisor Inc. (TRIP:NASDAQ), one of the world’s leading travel platforms. The website and app provide travellers with more than 878 million reviews on 8.8 million hotels, restaurants, airlines, cruises and experiences. The stock has surged on optimism of travel normalizing over time – has it come too far too fast?
Finally, Brennan answers a listener question on Jack Nathan Medical Corp. (JNH:TSX-V), an omni-channel healthcare provider that builds turnkey, barrier-free medical and dental clinics in high-density centers in Canada and internationally. Does its growth-by-acquisition model offer potential value? We take a look.
Thursday Feb 18, 2021
Stock Talk Podcast Episode 133
Thursday Feb 18, 2021
Thursday Feb 18, 2021
This week, we start by discussing the testimony from WallStreetBets, Reddit et all before the House Financial Services Committee on the GameStop issue.
Back by popular demand, we start with a Case For and Case Against debate on surging small-cap, Peak Fintech Group Inc. (PKK:CSE), a Fintech service provider to the Chinese commercial lending sector. Brennan argues the bull case, I crush him with the bear case, and Aaron sits in as judge, jury and executioner.
In our YSOT segment, Aaron answers a question on two REITs sent in by a listener. While both REITs, Granite Industrial REIT (GRT.UN:TSX) and BSR REIT (HOM.U:TSX) are not directly comparable, given that they operate in differing segments, Aaron lays out the valuations and some of the investment merits of each company.
Finally, Brennan answers a listener question on Tecsys Inc. (TCS:TSX), a great Canadian software success story, which provides supply chain solutions that equip organizations with services and tools designed to create clarity out of the complex supply chain challenges.
Tuesday Feb 09, 2021
Stock Talk Podcast Episode 132
Tuesday Feb 09, 2021
Tuesday Feb 09, 2021
To start this week, we highlight a couple of Stars from our coverage universe. The first, Sangoma Technologies Corporation (STC:TSX-V) is a Communications as a Service or (CaaS) solutions for businesses of all sizes. In the past week the company made a US$437 million transformational acquisition of Star2Star Communications, a top-ten vendor of cloud communications solutions in North America. After resuming trading Monday, the stock has jumped 35% in two days from $3.87 to $5.20. Sangoma was recommended to clients 3 years ago at $0.72 – now a 630% gain to clients – congratulations to those who own the stock!
The second star of the week is CRH Medical Corporation (CRH:TSX), which saw its stock jump 80% yesterday after it was announced that Well Health (WELL:TSX) would acquire the business.
In our YSOT segment we take a look at PowerBand Solutions Inc. (PBX:TSX-V). The company is a fintech provider which offers an integrated, cloud-based transaction platform facilitating transactions amongst consumers, dealers, funders, and manufacturers (OEMs). It enables them to buy, sell, trade, finance, and lease new and used, electric- and non-electric vehicles, on any phone, tablet or PC connected to the internet.
Finally, Aaron Dunn will look at GameStop Corp. (GME:NYSE), and the phenomenon that is WallStreetBets. WallStreetBets and it’s forum or “subreddit” on the popular website Reddit, drove GameStop to dizzying heights on a massive short-squeeze, only to see the struggling business predictably crater. Is GameStop even worth its current price – we take a look.
Thursday Jan 07, 2021
Stock Talk Podcast Episode 131
Thursday Jan 07, 2021
Thursday Jan 07, 2021
We start the year off with a special 2021 predictions episode. Including predictions on Bitcoin, Gold, SPACs, the U.S. & Canadian markets, Cannabis stocks, Government Handouts, FaceBook & Google, the pandemic, Tesla, Brennan’s Case For Debate record and more.
At the end we tag on a question from a listener on Nuvo Pharmaceuticals (MRV:TSX), which actually changed its name to Miravo Healthcare. Miravo is a profitable Canadian healthcare company, that target areas including pain, allergy & dermatology. We let you know how the company screens using our criteria.
Tuesday Dec 22, 2020
Stock Talk Podcast Episode 130
Tuesday Dec 22, 2020
Tuesday Dec 22, 2020
This week we start with a Case for Debate on food delivery giants DoorDash, Inc. (DASH:NYSE) and Uber Technologies, Inc. (UBER:NYSE) – Aaron takes the case for DoorDash, while Brennan has the case for Uber. Ryan will act as judge, jury and executioner.
We also discuss frothy valuations in the alternative energy segment on the heels of a significant acquisition by a Canadian small-cap, Xebec Adsorption Inc. (XBC:TSX-V) which was the subject of a Case For debate just two weeks ago.
Finally, we take a look at a listener’s question on a recent listing, WeCommerce Holdings Ltd. (WE:TSX-V), which has tripled in the past week since its listing on the Venture exchange. The company acquires and owns a family of companies and brands in the Shopify partner ecosystem.
Tuesday Dec 15, 2020
Stock Talk Podcast Episode 129
Tuesday Dec 15, 2020
Tuesday Dec 15, 2020
This week we start with a Case for Debate on a unique Canadian Small-Cap Quarterhill Inc. (QTRH:TSX) is a Canadian company that focuses on intellectual property and the Intelligent Transportation Systems industry (ITS). It is a cash rich business, which success of failure is tied to management’s ability to successfully navigate mergers and acquisitions (M&A) as well as a substantial judgment in a lawsuit against Apple (NASDAQ:AAPL).
In our YSOT segment we answer a listener question on Chemtrade Logistics Income Fund (CHE.UN:TSX), which provides industrial chemicals and services to customers in North America and the World. The company looks to have an attractive dividend yield of over 13%, but it was recently cut. We let you know if it is sustainable.
Our Dog of the week is CloudMD Software & Services (DOC: TSX-V), a company which is helping digitize the delivery of healthcare by providing patients access to all points of their care from their phone, tablet or desktop computer. The stock is down 35% from its October high of $3.20 per share. We let you know why.
Tuesday Dec 08, 2020
Stock Talk Podcast Episode 128
Tuesday Dec 08, 2020
Tuesday Dec 08, 2020
We start with a unique segment inspired by a listener. In The Case For Debate: We highlight two growth companies from the green/renewable segment to debate. Xebec Adsorption Inc. (XBC:TSX-V) and Greenlane Renewables Inc. (GRN:TSX-V).
This week, our YSOT segment is on CargoJet (CJT:TSX), a provider of time sensitive domestic network air cargo services. CargoJet’s has faced an almost perfect storm for its business in 2020 and shares have doubled once again. The stock has been a tremendous long-term performer and we look into its current valuations.
Tuesday Dec 01, 2020
Stock Talk Podcast Episode 127
Tuesday Dec 01, 2020
Tuesday Dec 01, 2020
This week, our YSOT segment is on BlackBerry Limited (BB: TSX), the former undisputed heavyweight of the smartphone market, which is continuing its transformation into a provider of business security and information integration services. The stock surged over 50% at one point today on a deal with Amazon’s AWS. Is it hype or justifiable?
Our Dog of the Week is Sona Nanotech Inc. (SONA:CSE), a Life Sciences company with the goal of developing and producing its own lateral flow rapid COVID-19 antigen tests. The stock, a market darling earlier in the year, is down over 92% from its highs, and 62% this week alone. We reviewed it earlier in the year in the $2.00-$2.50 range and with zero sales and only a small chance of actually selling its test kits in a tight time frame, we saw no serious investment merit long-term in the stock. With Sona cut in half, we take a look at the business once again.
Our Star of the Week is Sierra Wireless (SW:TSX), an embattled Canadian-based technology company which has rebranded itself as an IoT (or Internet of Things) service provider. The stock, which has had a rough ride over the past 3-years after peaking in the summer of 2017 in the $40 range, was up 32% this week. We investigate what is driving the uptick.
Tuesday Nov 24, 2020
Stock Talk Podcast Episode 126
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
This week, back by popular demand we put together another Case For, Case Against segment. In the line of fire is Ballard Power Systems Inc. (BLDP: TSX), which designs, develops, manufactures, and sells proton exchange membrane fuel cell products. Ballard’s zero-emission PEM fuel cells are enabling electrification of mobility, including buses, commercial trucks, trains, marine vessels, passenger cars and forklift trucks. We argue both sides of the BUY/SELL argument for the stock.
In our Your Stock, Our Take we take a listener question on Element Fleet Management Corp. (EFN: TSX), a global fleet management company, providing world-class services and financings for commercial vehicle and equipment fleets. We investigate how the business is holding up during the pandemic lockdown.
Our Star of the Week is Mogo Inc. (MOGO: TSX), a Canadian based fintech company which offers a finance app that provides a number of solutions for managing and monitoring your financial health. The stock is up 30% over the past 5 trading days, we let you know why.
Thursday Nov 12, 2020
Stock Talk Podcast Episode 125
Thursday Nov 12, 2020
Thursday Nov 12, 2020
This week, we start by looking at what we are calling the “normalcy trade”, sparked in part by positive vaccine news and what appears to be a Joe Biden presidency. While returning to the old normal can sound great, for the stock market it may be a case of “be careful what you wish for”.
In this week’s Your Stock, Our Take segment, we take a look at two companies. The first, Pfizer Inc. (PFE:NYSE), is certainly in the eye of the storm this week after it announced positive initial results for its COVID-19 vaccine. We let you know the current valuations on Pfizer and the potential impact moving forward.
Our second Your Stock, Our Take is on Richards Packaging (RPI.UN:TSX) which has found a perfect storm during the pandemic driving record earnings and pushing its share price to all time highs. We examine the growth and comment on the sustainability.
Tuesday Nov 03, 2020
Stock Talk Podcast Episode 124
Tuesday Nov 03, 2020
Tuesday Nov 03, 2020
This week, on the precipice of a historic U.S. election I will start with a brief commentary on making portfolio decisions based on election outcomes.
Back by popular demand we have decided to make our new Case For, Case Against segment a permanent fixture. Our head of income research, Mr. Aaron Dunn will make his highly anticipated first argument facing off against Brennan. In the line of fire is Apple Inc. (AAPL: NASDAQ), the iPhone company which should need no introduction. While the stock sold off this week after its quarterly results included a lack of forward guidance, the consumer tech giant is up 47% this year. We argue both sides of the BUY/SELL argument for the stock.
With a hat tip to Movember and men’s cancer prevention and treatment, this week’s Your Stock, Our Take was sent in from a listener on Profound Medical Corp. (PRN: TSX), a medical technology company developing medical treatments with its core technology used to ablate the prostate gland. We let you know if the share price gains are justifiable based on the underlying cash flow at present.