Keystone Stock Talk Podcast
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 233:23:39
- Mais informações
Informações:
Sinopse
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.
Episódios
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Stock Talk Podcast Episode 94
05/02/2020 Duração: 24minOur 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 t
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Stock Talk Podcast Episode 93
28/01/2020 Duração: 39minThe 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 kno
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Stock Talk Podcast Episode 92
22/01/2020 Duração: 31minThis 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 indust
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Stock Talk Podcast Episode 91
14/01/2020 Duração: 26minThis 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 Sta
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Stock Talk Podcast Episode 90
08/01/2020 Duração: 24minIn 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.
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Stock Talk Podcast Episode 89
01/01/2020 Duração: 21minThis 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, show
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Stock Talk Podcast Episode 88
18/12/2019 Duração: 22minThis 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
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Stock Talk Podcast Episode 87
03/12/2019 Duração: 24minThis 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% las
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Stock Talk Podcast Episode 86
26/11/2019 Duração: 44minThis 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?
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Stock Talk Podcast Episode 85
21/11/2019 Duração: 36minThis week, in our Your Stock Our Take Segment we answer a listener question on global technology platform and digital payments leader PayPal Holdings, Inc. (PYPL:NASDAQ) which recently released its third quarter financial results highlighted by a solid 19% revenue increase. Our first Star of the Week is no stranger to KeyStone clients having been in our Canadian Small-Cap research Focus Buy Portfolio for over 2-years is, Sangoma Technologies Corporation (STC:TSX-V), which delivers Unified Communications solutions for SMBs, Enterprises, OEMs, and Service Providers, both on-premise and in the cloud. The stock is up 25% in the last month, 78% year to date and 192% since we recommended it to clients just under two years ago at $0.72. Our second Star of the Week is a development stage company, Mustgrow Biologics Corp. (MGRO:CSE), an agricultural biotech company developing and commercializing a portfolio of natural, science-based bio-pesticides. The stock was up 27.91% last week and up over 70% since its initia
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Stock Talk Podcast Episode 84
14/11/2019 Duração: 29minOur first Star of the Week is no stranger to KeyStone’s clients having been in our Canadian Small-Cap research Focus Buy Portfolio for over 2-years is, XPEL Inc. (XPEL:NASDAQ), which provides protective films and coatings, including automotive paint protection film, surface protection film, automotive and architectural window films and ceramic coatings. The stock jumped 30% on Monday after reporting excellent Q3 financial results and is now up over 850% since we recommended it to clients at US$1.42. Our second Star of the Week is also no stranger to KeyStone’s clients as it holds a place in our US Growth Stock Research Focus Buy Portfolio, Fortinet Inc. (FTNT:NASDAQ), a pure-play cybersecurity company with a product line that unified threat management appliances, firewalls, network security, and its security platform, Security Fabric. The stock is up 10% over the past 5 days and around 25% since they released their Q3 financial results in late October. Our Dog of the Week is, Canada Goose Holdings Inc. (G
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Stock Talk Podcast Episode 83
06/11/2019 Duração: 29minThis week in our Your Stock, Our Take segment we answer a listener question on Crescita Therapeutics Inc. (CTX:TSX), a commercial dermatology company with a portfolio of non-prescription skincare products and prescription drug products for the treatment and care of skin conditions and diseases and their symptoms. A listener asks us if the recent jump in profitability makes the stock attractive. Our Star of the Week is XEBEC Adsorption Inc. (XBC:TSX-V), a provider of clean energy solutions – specifically gas generation, purification and filtration solutions for the industrial, energy and renewables marketplace. The stock was up 18.75% last week and has surged 185% year-to-date. Our Dog of the Week is, Harte Gold Corp. (HRT:TSX), an Ontario-based, gold producer through its wholly owned Sugar Zone Mine in White River Ontario. The company is down 20% in the last 2 trading days and 56% in the last 12-months in a supportive gold pricing environment. We discuss what ails the stock.
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Stock Talk Podcast Episode 82
07/10/2019 Duração: 28minThis week in our Your Stock, Our Take segment we answer a listener question on Advent-AWI Holdings Inc. (AWI:TSX-V), a company which has operated for 20-years as a specialty retailer of personal wireless and wireline communication products and services for the Rogers brand. The micro-cap is set to wind up this business and trades at just under cash value. A listener asks us if this makes it a sleeper opportunity. In our second Your Stock, Our Take segment Aaron answers a listener question on Paysign Inc. (PAYS:NASDAQ), a vertically integrated provider of innovative prepaid card programs and processing services for corporate, consumer, and government applications. A listener notes that the revenue and earnings growth has been excellent this year, but the stock has fallen off of late – is it an opportunity? Our Star of the Week is The Stars Group Inc. (TSGI:TSX), an online and mobile gaming company with poker, gaming and betting product offerings. The stock was up over 38% last week after it was announced t
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Stock Talk Podcast Episode 81
02/10/2019 Duração: 23minThis week in our Your Stock, Our Take segment we answer a listener question on Metalla Royalty & Streaming Ltd. (MTA:TSX-V), a precious metals royalty and streaming company, engaged in the acquisition and management of precious metal royalties, streams, and related production-based interests in Canada and Australia. With gold prices higher on the year and Metalla essentially a pure-play gold and silver streaming and royalty company with a small dividend yield, a listener asks us our take on the stock. Our Dog of the Week is, Avicanna Inc. (AVCN:TSX), which focuses on the research and development, cultivation, manufacture, and commercialization of plant-derived cannabinoid-based products and extracts. Avicanna shares have been in free-fall since listing on the TSX in mid-July, dropping roughly 65%. In the last 2-weeks alone, the stock is down 45%. Is the drop an opportunity or a cautionary tale? We discuss.
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Stock Talk Podcast Episode 80
25/09/2019 Duração: 24minThis week in our Your Stock, Our Take segment we answer 2 listener questions. The first company, Quarterhill Inc. (QTRH:TSX), formerly known as Wi-LAN Inc., develops and operates a patent licensing business, provides of intelligent transportation systems, and operates a software service provider. Quarterhill recently reported a strong quarter, but the company has reported inconsistent results over the past half decade. A listener asks us our take on the stock. Our second question was in reference to Mogo Inc. (MOGO:TSX), a financial technology company which services include free credit score monitoring, identity fraud protection, digital spending account, credit services like loans, cryptocurrency trading – via its app. Finally, our Dog of the Week is, The Green Organic Dutchman Holdings Ltd. (TGOD:TSX), which produces and distributes cannabis and related products and Hemp related products – primarily, as it’s name would suggest, organic cannabis products, including organic dried cannabis, cannabis oils
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Stock Talk Podcast Episode 79
12/09/2019 Duração: 28minThis week in our Your Stock, Our Take segment we take a look at Quorum Information Technologies Inc. (QIS:TSX-V), a provider of dealership and customer management software and value-added services to the automotive industry. The company has performed in 2019, but pulled back slightly as of late. A listener asks us our take on the stock. Our Star of the Week is Ballard Power Systems Inc. (BLDP:TSX), which designs, develops, manufactures, sells, and services fuel cell products for a variety of applications, focusing on motive power (material handling and buses) and stationary power (back-up power, supplemental power, and distributed generation). The stock is up 10% in the past week, 20% over the last 3 months, and 104% year to date. Finally, our Dog of the Week is, Shopify Inc. (SHOP:TSX), Canada’s largest tech company by market capitalization. Shopify provides an online commerce platform for small to medium sized businesses. To be clear, the stock has been a star for much of its history, but shares are 12
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Stock Talk Podcast Episode 78
04/09/2019 Duração: 32minThis week in our Your Stock, Our Take segment we take a look at Hamilton Thorne Ltd. (HTL:TSX-V), which provides precision instruments, consumables, software and services to the Assisted Reproductive Technologies (ART) and developmental biology research markets. The company has performed well over the past 3-years growing revenues from the $10 million range to over $30 million annualized. The stock is flat to slightly negative over the past 52-weeks and a listener asks us our take on the current valuation multiples for the stock- is it a BUY/SELL or HOLD. Our Star of the Week is The Alkaline Water Co. Inc. (WTER:TSX-V), producer of premium bottled alkaline drinking water. The stock is up 43% in the past week after announcing that they had partnered with Centuria Foods to expand its CBD infused product portfolio. Finally, our Dog of the Week is, Eastwood Bio-Medical Canada Inc. (EBM:TSX-V), markets and distributes natural health products in North America and Asia. The stock is off 10% in the last week an
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Stock Talk Podcast Episode 77
29/08/2019 Duração: 27minThis 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 televi
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Stock Talk Podcast Episode 76
20/08/2019 Duração: 25minThis 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 mill
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Stock Talk Podcast Episode 75
14/08/2019 Duração: 23minThis 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 rele