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KeyStone Stock Talk Podcast

Updated 13 days ago

Business
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Two veteran analysts talk Canadian and U.S. stocks. The show highlights our simple strategies for selecting winning long-term growth and dividend stocks. We focus on the business behind the stock symbol searching for under-followed, highly profitable and growing companies that are positioned to make you money. Ryan & Aaron answer your questions about your individual stocks, highlight some of the most talked about financial events of the week and, more importantly, touch on topics you may not have heard about that can greatly influence your success or failure in the markets.

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Two veteran analysts talk Canadian and U.S. stocks. The show highlights our simple strategies for selecting winning long-term growth and dividend stocks. We focus on the business behind the stock symbol searching for under-followed, highly profitable and growing companies that are positioned to make you money. Ryan & Aaron answer your questions about your individual stocks, highlight some of the most talked about financial events of the week and, more importantly, touch on topics you may not have heard about that can greatly influence your success or failure in the markets.

iTunes Ratings

3 Ratings
Average Ratings
1
1
0
0
1

Regurgitation of the price action, ratios and readily available data

By TenderWolf - Sep 02 2019
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Unfortunately like almost all similar podcasts the speakers don’t and can’t analyze the businesses and don’t have any idea about discussing the competitive advantage of the companies. Almost all they say is recounting what the price movement has been, what the p/e, ebidta or other metrics have been and “if they hit high end of guidance that’ll be good, otherwise not so good”. What is absent is real analysis of business and their products, their management, and their competitive advantages.

iTunes Ratings

3 Ratings
Average Ratings
1
1
0
0
1

Regurgitation of the price action, ratios and readily available data

By TenderWolf - Sep 02 2019
Read more
Unfortunately like almost all similar podcasts the speakers don’t and can’t analyze the businesses and don’t have any idea about discussing the competitive advantage of the companies. Almost all they say is recounting what the price movement has been, what the p/e, ebidta or other metrics have been and “if they hit high end of guidance that’ll be good, otherwise not so good”. What is absent is real analysis of business and their products, their management, and their competitive advantages.
Cover image of KeyStone Stock Talk Podcast

KeyStone Stock Talk Podcast

Latest release on May 27, 2020

The Best Episodes Ranked Using User Listens

Updated by OwlTail 13 days ago

Rank #1: Stock Talk Podcast Episode 97

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This week in KeyStone's Stock Talk Podcast, we discuss the current market environment that has been influence by fears from the Coronavirus and Warren Buffet's annual newsletter released to Berkshire Hathaway shareholders.

In our Your Stock Our Take Segment we answer two listener questions. The first is a high growth online grocery company, Goodfood Market Corp (FOOD:TSX) – which delivers fresh meal solutions and grocery items that make it easy for 230,000 members from coast to coast to enjoy delicious meals at home every week.

Our second company is one of, if not the biggest business success stories of the past couple decades, Alphabet Inc. (GOOG:NASDAQ), the world leader in online search and advertising services. The Google segment offers products, such as Ads, Android, Chrome, Google Cloud, Google Maps, Google Play, Hardware, Search, and YouTube, as well as technical infrastructure. It also offers digital content, cloud services, hardware devices, and other miscellaneous products and services. We let you know if this tech giant has more room to grow.

Feb 27 2020

32mins

Play

Rank #2: Stock Talk Podcast Episode 74

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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?

Jul 24 2019

25mins

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Rank #3: Stock Talk Podcast Episode 76

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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?

Aug 20 2019

25mins

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Rank #4: Stock Talk Podcast Episode 75

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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?

Aug 14 2019

23mins

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Rank #5: Stock Talk Podcast Episode 90

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In our Your Stock Our Take Segment we answer two listener questions this week. The first on a large U.S. real estate investment trust, American Tower Corp. (AMT:NYSE), which owns and leases a portfolio of approximately 170,000 cell towers globally. A listener asks us if this is the REIT is a good way to play the expansion and rollout of 5G technology.

Our second Your Stock Our Take is on profitable micro-cap, Destiny Media Technologies Inc. (DSY:TSX-V), which provides software as a service (SaaS) solutions to businesses in the music industry solving critical problems in distribution and promotion. With the company posting strong revenue growth in 2019, a listener asks us our take on the stock.

Our Star of the Week is cash-rich international but TSX-listed energy producer, Parex Resources, Inc. (PXT:TSX). Parex is engaged in the exploration, development, production and marketing of oil and natural gas in Colombia. The stock is up 27% in the past month – we let you know why.

Jan 08 2020

24mins

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Rank #6: Stock Talk Podcast Episode 96

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This week in KeyStone's Stock Talk Podcast, we answer two questions in our Your Stock Our Take Segment on two stocks that could not be more different. The first, Cryptologic Corp. (CRY:CSE) – is it a payment processor, a crypto miner, or a cannabis producer? Frankly, the company appears unsure. Nevertheless, a listener asks us if the company is worth his investment dollars.

Our second company is one of, if not the biggest business success stories of the past couple decades, Amazon.com Inc. (AMZN:NASDAQ), the world's largest online retailer. The company reported approximately $365 billion in gross merchandise sales in 2019 and $281 billion in net sales. Shares in the online giant have been on a long-term tear, averaging annual returns of over 40% over the last 5 years and was up 35% over the last 12 months.

Our Star of the Week is Nvidia Corp. (NVDA:NASDAQ), which focuses on personal computer (PC) graphics, graphics processing units (GPU) and also on artificial intelligence (AI). The stock was up around 16% this week and up over 80% in the past 6 months. We examine what is driving the gains and if it can continue.

Feb 20 2020

27mins

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Rank #7: Stock Talk Podcast Episode 89

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This week in KeyStone’s Stock Talk Podcast we answer three listener questions in our Your Stock Our Take Segment. The first on profitable micro-cap Evergreen Gaming Corporation (TNA:TSX-V), a licensed gaming company currently operating four smaller casinos in Washington State. A listener noted its lower PE and asked if we see it as good value.

Our second Your Stock Our Take is on gold giant, Barrick Gold Corp. (ABX:TSX). Barrick is one of the world’s largest gold producers, operating mines in North America, South America, Australia, and Africa. With the price of gold moving higher once again, a listener asks us how the current valuations look on this widely followed gold stock.

Our final Your Stock Out Take this week and year is on PFB Corporation (PFB:TSX), a small-cap company operating in the building construction sector. PFB develops, manufactures and markets, insulation building products and technologies based on expanded polystyrene technology. The company pays a 2.6% dividend and is profitable, showing solid growth but operates in what can be a volatile building sector. A listener asks us if it offers value at present.

Jan 01 2020

21mins

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Rank #8: Stock Talk Podcast Episode 95

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This week in KeyStone's Stock Talk Podcast, in our Your Stock Our Take Segment we answer a listener question on, Freshii Inc. (FRII:TSX), a health and wellness brand, with 464 restaurants in 16 countries and 700 more points of distribution around the world. Despite a growing restaurant network and expanding retail partnerships, the company has struggled with same-store-sales growth and is trading close to all-time lows. A listener asks if the company is a potential turnaround story?

Our STAR of the Week is Innergex Renewable Energy Inc. (INE:TSX), a developer, owner and operator of run-of-river hydroelectric facilities, wind energy, and solar farms in North America. In a hot alternative energy space, the stock was up around 16.5% this week and up 30% year-to-date. We examine what is driving the gains.

Our Dog of the Week, Lightspeed POS Inc. (LSPD:TSX), which provides a omni-channel commerce-enabling SaaS (software as a service) platform for small and medium-sized businesses. The stock, which has been somewhat of a market darling after its 2019 IPO, dropped significantly after its Q3 results and 2020 financial outlook. We take a look at if the drop is justified or an opportunity.

Feb 12 2020

26mins

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Rank #9: Stock Talk Podcast Episode 94

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Our first Your Stock Our Take is on, ZoomerMedia Limited (ZUM:TSX-V), a Canadian multimedia company targeting the 45+ aged demographic. The company owns and creates content on television, radio, in print, digital, as well as live events. A listener asks us our take on this company which screened well for him but he saw the CEO’s high compensation as an issue.

Our second Your Stock Our Take is NamSys Inc. (CTZ:TSX-V), a profitable micro-cap, with a solid balance sheet that develops and sells software solutions for currency management and processing for the banking and merchant industries principally in North America. A listener asks us our take on the stock which we have profiled for several years in our Cash Rich, Profitable Small-Cap Special Report.

Our Star of the Week, Tesla Inc. (TSLA:NASDAQ), which designs, develops, manufactures and sells high-performance fully electric vehicles and solar energy generation and energy storage products. The stock was up around 58% this week and up a whopping 292% in the past 6-months. We let you know if it is sustainable.

Feb 05 2020

24mins

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Rank #10: Stock Talk Podcast Episode 91

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This week in KeyStone's Stock Talk Podcast, we answer a timely question in our Your Stock Our Take Segment on, Aphria Inc. (APHA:TSX), a licensed, Canadian-based cannabis producer. It is one of the largest cannabis stocks in Canada based on revenue and market cap. James from Abbotsford, emailed in about Aphria. He wants to know why the stock has lost so much value and what our outlook is over the next 12 to 24 months.

Our Dog of the Week is, GNC Holdings, Inc. (GNC:NYSE), a company engaged in the global retail of health, wellness and performance products. The stock was down 14% in the last week and 24% this past year.

Our Star of the Week is well known to KeyStone clients having been in our Canadian Growth Stock Focus Buy Portfolio for over a year now. Jumping over 20% this week alone, the company, Aritzia Inc. (ATZ:TSX), is a vertically integrated, innovative in store and online fashion retailer selling its own brands. The company currently operates 67 boutiques in Canada and 27 boutiques in the United States. Better-than-expected Q3 earnings boosted the stock over 20% to start the week and the stock is up over 45% in the past year.

Jan 14 2020

26mins

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Rank #11: Stock Talk Podcast Episode 93

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The week in KeyStone's Stock Talk Podcast we answer two questions in our Your Stock Our Take segment. The first is on Absolute Software Corporation (ABT:TSX), a provider of SaaS or software as a service-based end-point security and data risk management solutions. A listener asks us our outlook on this cash rich, profitable small-cap stock.

Our second YSOT of the Week is, Uber Technologies Inc. (UBER:NYSE), the first and largest ride sharing company in the world. With the company, finally and I mean finally, coming to our hometown of Vancouver, we review the business and its potential investment merits with the stock still trading below its IPO price.

Our Star of the Week, China Jo-Jo Drugstores Inc. (CJJD:NASDAQ), is a retailer and distributor of pharmaceutical and other healthcare products typically found in retail pharmacies in China. The stock was up around 20% in the last week and up 67% in the past 3-months – recent gains appear to be driven by the recent outbreak of the Coronavirus. We let you know if it is sustainable.

Jan 28 2020

39mins

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Rank #12: Stock Talk Podcast Episode 70

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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.

Jun 26 2019

25mins

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Rank #13: Stock Talk Podcast Episode 71

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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.

Jul 04 2019

25mins

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Rank #14: Stock Talk Podcast Episode 72

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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?

Jul 09 2019

33mins

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Rank #15: Stock Talk Podcast Episode 92

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This week in KeyStone's Stock Talk Podcast, in our Your Stock Our Take Segment we answer a question on, AirIQ Inc. (IQ:TSX-V) which offers an intuitive web-based platform that provides fleet operators and vehicle owners with a suite of asset management solutions to reduce cost, improve efficiency and monitor, manage and protect their assets. A listener asks us if recent quarterly growth is sustainable in this profitable micro cap which just hit new 52 week highs.

Our Dog of the Week, Bombardier Inc. (BBD.B:TSX), the Canadian transportation giant which, creates innovative and game-changing planes and trains (at least when they can get them finally delivered). The stock has dropped over 30% in the past week after cutting Q4 guidance and saying it may need to pull out of its JV with Airbus to build commercial jets because rising production costs threaten future returns on its investment. The stock is off 56% from its highs this past year.

Our Star of the Week, TerraVest Industries Inc. (TVK:TSX), an industrial company that manufactures and sells goods and services to various end-markets including energy, agriculture, mining, and transportation. The stock was up around 13% in the last week and up 45% in the past year. We let you know what is driving it and if it is sustainable.

Jan 22 2020

31mins

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Rank #16: Stock Talk Podcast Episode 77

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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?

Aug 29 2019

27mins

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Rank #17: Stock Talk Podcast Episode 73

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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?

Jul 17 2019

19mins

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Rank #18: Stock Talk Podcast Episode 88

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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.

Dec 18 2019

22mins

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Rank #19: Stock Talk Podcast Episode 87

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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.

Dec 03 2019

24mins

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Rank #20: Stock Talk Podcast Episode 86

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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?

Nov 26 2019

44mins

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