Rank #1: Stock Talk Podcast Episode 97
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
Rank #2: Stock Talk Podcast Episode 74
Jul 24 2019
Rank #3: Stock Talk Podcast Episode 76
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
Rank #4: Stock Talk Podcast Episode 75
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
Rank #5: Stock Talk Podcast Episode 90
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
Rank #6: Stock Talk Podcast Episode 96
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
Rank #7: Stock Talk Podcast Episode 89
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
Rank #8: Stock Talk Podcast Episode 95
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
Rank #9: Stock Talk Podcast Episode 94
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
Rank #10: Stock Talk Podcast Episode 91
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
Rank #11: Stock Talk Podcast Episode 93
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
Rank #12: Stock Talk Podcast Episode 70
Jun 26 2019
Rank #13: Stock Talk Podcast Episode 71
Jul 04 2019
Rank #14: Stock Talk Podcast Episode 72
Jul 09 2019
Rank #15: Stock Talk Podcast Episode 92
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
Rank #16: Stock Talk Podcast Episode 77
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
Rank #17: Stock Talk Podcast Episode 73
Jul 17 2019
Rank #18: Stock Talk Podcast Episode 88
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
Rank #19: Stock Talk Podcast Episode 87
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
Rank #20: Stock Talk Podcast Episode 86
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