Keystone Stock Talk Podcast

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 ran

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

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?

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.

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 solution

This week in our Your Stock, Our Take segment we look at Intertape Polymer Group (ITP:TSX), which manufactures and sells of a variety of paper and film-based pressure-sensitive and water-activated tapes, polyethylene and specialized polyolefin films, protective packaging, engineered coated products and complementary packaging systems for industrial and retail use. The stock pays a relatively attractive 4.16% dividend and a listener who has been watching the company for a while asks if now is the time to pick up a position. Our Star this week is Transat A.T. Inc. (TRZ:TSX), a Canadian company which specializes in the organization, marketing and distribution of holiday travel in the tourism industry. Powered by competing takeover bids from Air Canada and Group Mach Inc., shares in Transat have jumped over 160% since the end of April. Finally, our Dog of the Week is, InPlay Oil Corp. (IPO:TSX), is engaged in the acquisition, exploration, and development of petroleum and natural gas properties, and the production

This week in our Your Stock, Our Take segment we look at Information Services (ISV:TSX), a provider of registry and information management services for public data and records. The stock pays a relatively attractive 4.8% dividend and a listener who has been watching the company for a while asks if now is the time to pick up a position. This week we have two stars and the first will be no stranger to our clients as it was recommended one year ago this month. The stock, Viemed Healthcare Inc. (VMD:TSX), U.S.-based medical equipment supplier. Viemed added another 9% this week, 26% on the month and is up 90% in 2019 alone. Perhaps most importantly for our clients, it has gained 158% since our recommendation at $3.85, one year ago. Our star number two is micro-cap Electrovaya Inc. (EFL:TSX), designs and develops electrodes, separators, cells, advanced battery, and battery systems for the transportation, electric grid stationary storage and mobile markets. The stock jumped 23% this week on the back of a promising o

This week in our Your Stock, Our Take segment we look at Premium Brands (PBH:TSX), owns a broad range of leading specialty food manufacturing and differentiated food distribution businesses with operations across Canada and the United States. A listener noted that the stock had a nice move up this week after a very poor year of performance. The listener has been watching the company for a while and wondering if now is the time to pick up a position. Last week we had 2 Stars, this week we have two Dogs. Our first Dog of the week is Encana Corporation (ECA:TSX), an independent oil and gas producer (43% oil and natural gas liquids and 57% natural gas) with key assets in the Permian, Eagle Ford, Montney, and Duvernay areas. The stock is off 21% this month as energy prices have dropped just under 15%. Our Dog of the week is Stornoway Diamond Corporation (SWY:TSX), which has dropped 50% this week and roughly 85% year-to-date. Stornoway owns a 100% interest in the Renard Mine, Québec’s first diamond mine. Unfortunat

KeyStone’s Your Stock Our Take: Polaris Infrastructure Inc. (PIF:TSX), Star: is Zynex Inc. (ZYXI:NASDAQ) and Boyd Group Income Fund (BYD.UN:TSX). This week in our Your Stock, Our Take segment we look at Polaris Infrastructure Inc. (PIF:TSX), is engaged in the operation, acquisition and development of renewable energy projects in Latin America. Currently, the company operates a 72 MW geothermal project located in Nicaragua and a 5 MW run-of-river project in Peru. A listener asks what we thought of the company’s recent first quarter financials and if the stock offers value at present? We have two Stars this week – both from our active client only coverage. Our first Star of the week is Zynex Inc. (ZYXI:NASDAQ), which operates currently in one primary business segment, medical devices which include Electrotherapy and Pain Management Products – the stock is up 155% in 2019 alone. Our second Star should be no stranger to KeyStone clients. The company is our longest running recommendation and the best performing s

Special Edition this week – we feature an interview with Aaron Dunn, KeyStone’s VP and Senior Income & US Analyst. Aaron discusses KeyStone’s Small-Cap, Dividend Growth, and US equity strategies, highlights six buy recommendations from our current coverage and takes a few viewer questions. Aaron also gives his brief take on the Canadian Cannabis industry and the potential for an oversupply situation. Stocks discussed include; Brookfield Infrastructure Partners L.P. (BIP.UN:TSX), Boyd Group Income Fund (BYD.UN:TSX), goeasy Ltd. (GSY:TSX), EPAM Systems Inc. (EPAM:NASDAQ), Zynex Inc. (ZYXI:NASDAQ), Microsoft Corporation (MSFT:NASDAQ), and Parkland Fuel Corporation (PKI:TSX). Aaron answered viewer questions onEvertz Technologies Limited (ET:TSX), XPEL Technologies Corp. (DAP.U:TSX-V), and Viemed Healthcare Inc. (VMD:TSX).

This week in our Your Stock, Our Take segment we look at Tidewater Midstream and Infrastructure Ltd. (TWM:TSX), a North American midstream energy infrastructure company in the natural gas and natural gas liquids (NGL) space. A listener asks what we thought of the company’s 2018 year-end numbers released this week? Our Star of the week is Village Farms International Inc. (VFF:TSX), one of the largest and longest-operating vertically integrated greenhouse growers in North America producing and distributing fresh, premium-quality produce – the stock is up 275% this year. But it is not cucumbers and tomatoes driving the growth, it is a foray into the rapidly emerging global cannabis market that has captured investor attention. Finally, our Dog of the week is Intrinsyc Technologies Corporation (ITC:TSX) a provider of solutions for the development of intelligent connected devices. A great balance sheet, solid revenue growth but earnings were down in the latest quarter. The stock dropped 13% on the news. Is it a Dog

This week in our Your Stock, Our Take segment we look at GlobalSCAPE Inc. (GSB:NYSE), a leading developer of software for the secure movement and integration of data – the company specializes in EFT or enhanced file transfer. A listener who has owned the stock on our recommendation points out the surge in its share price over the past week – what is driving it and is there value now? Our Star of the week is North American Construction Group Ltd. (NOA:NYSE), which has seen its shares rise 35% year-to-date in 2019. NOA provides mining and heavy construction services to customers in the resource development and industrial construction sectors, primarily within Western Canada.

This week in our Your Stock, Our Take segment we look at Supremex Inc. (SXP:TSX), a North American manufacturer and marketer of envelopes and a growing provider of paper-based packaging solutions. A listener asks if it is time to take a look at this stock after what appeared to be a turnaround quarter reported late last week? Our Star of the week is Intuit Inc. (INTU: NASDAQ), the small business and tax software provider saw its stock surge 6.77% Friday and 25% year-to-date on strong second quarter fiscal 2019 earnings lead by growth in the company’s Small Business and Self-Employed Group revenues. Finally, our Dog of the week is Freshii Inc. (FRII:TSX), a leader in the quick-serve restaurant healthy eating segment operating 439 restaurants in 16 countries but primarily North America. Its restaurants offer salads, bowls, burritos, wraps, soups, juices, smoothies, and frozen yogurt. The stock is down over 16% last Friday and is off 60% in the past year. Is it a Dog or an opportunity?

This week in our Your Stock, Our Take segment we look at BioSyent Inc. (RX:TSX-V), a Canadian specialty pharmaceutical company. Primary product is FeraMAX®, an over-the-counter iron supplement. A listener asks if it is time to take a look at this stock again in 2019? Our Star of the week is (should be no stranger to KeyStone Clients) - Zynex Inc. (ZYXI: NASDAQ), which manufactures and sells non-invasive medical devices for pain management, stroke rehabilitation, cardiac monitoring and neurological diagnostics. Primary offering electrotherapy medical devices used for pain management and rehabilitation. The stock has surged 82% year-to-date and roughly the same amount since our BUY recommendation just over a year ago. The company recently announced that it has graduated to the NASDAQ exchange and will be announcing its 2018 annual results and outlook next week. Finally, our Dog of the week is Lassonde Industries Inc. (LAS.A:TSX), a North American leader in the development, manufacture and sale of a wide range o

This week in our Your Stock, Our Take segment we look at The Second Cup Ltd. (SCU:TSX), a Canadian specialty coffee retailer operating franchised and company owned cafes across Canada. Shares in the company have performed very poorly long-term, but a September partnership with TSX-Venture-listed National Access Cannabis (META.V) to convert select Second Cup locations into National Access Cannabis branded dispensaries is intriguing. With the company in a strategic review and looking to boost profitability, a listener asks if the stock is finally worth a look? Our Star of the week is Solium Capital Inc. (SUM:TSX), which provides cloud-enabled services for global equity-based incentive plans including administration, financial reporting and compliance. The stock surged 42%, Monday after Morgan Stanley announced it will acquire Solium's shares in an all cash transaction for $19.15. The total transaction is valued at approximately CAD$1.1 billion. Finally, our Dog of the week is HIVE Blockchain Technologies Ltd. (

KeyStone’s Your Stock Our Take is Lucara Diamond Corp. (LUC:TSX), our Star is Alacer Gold Corp. (ASR:TSX) & our Dog: Maxar Technologies Inc. (MAXR:TSX). This week in our Your Stock, Our Take segment we look at Lucara Diamond Corp. (LUC:TSX), an independent producer of large exceptional quality Type IIa diamonds from its 100% owned Karowe Mine in Botswana. The Karowe Mine has been in production since 2012 and is the focus of the company’s operations, development and exploration activities. A listener asks if it is a buy on the recent pullback? Our Star of the week is Alacer Gold Corp. (ASR:TSX), a low-cost gold producer, with an 80% interest in the world-class Çöpler Gold Mine in Turkey. The stock is up roughly 20% since mid-December. We consider what is driving the move and whether it will it continue. Finally, our Dog of the week is Maxar Technologies Inc. (MAXR:TSX), formerly MacDonald, Dettwiler and Associates, a space technology solutions provider which provides vertically integrated capabilities and

This week we have a special episode which will feature Part 2 from my interview in Toronto on Capital Ideas TV. Myself and host Mark Bunting, talk KeyStone’s general strategy, current market conditions and review some past and current Canadian Growth Stock selections including Sylogist Ltd. (SYZ:TSX-V), Parkland Fuel Corporation (PKI:TSX), Sangoma Technologies Corporation (STC:TSX-V), and Viemed Healthcare Inc. (VMD:TSX).

Special Edition: XPEL Inc. (DAP.U:TSX-V), Questor Technology Inc. (QST:TSX-V), and Photon Control (PHO:TSX) This week we have a special episode which will feature Part 1 from my interview in Toronto on Capital Ideas TV. Myself and host Mark Bunting, talk KeyStone’s general strategy, current market conditions and review some past and current Canadian Growth Stock selections including XPEL Inc. (DAP.U:TSX-V), Questor Technology Inc. (QST:TSX-V), and Photon Control (PHO:TSX).

This week in our Your Stock, Our Take segment we look at Dream Industrial REIT (DIR.UN:TSX), a high yield Canadian REIT or Real Estate Investment Trust. It owns about 221 industrial properties across Canada equal to 20 million square feet of gross leasable area. The REIT is paying just under 8% and a listener asks us if it is a good investment at current prices? Our Star of the week is Questor Technology Inc. (QST.V), from or Canadian Discovery Small-Cap Portfolio, an environmental Cleantech company that focuses on clean air technologies that safely and cost effectively help eliminate greenhouse gas emission reductions. The stock jumped 39% after receiving some positive news at the US mid-term elections. Finally, our Dog of the week is Reliq Health Technologies Inc. (RHT:TSX-V), which develops innovative mobile health (mHealth) and telemedicine solutions for the community-based healthcare market, and has seen its stock drop 69% in the last 30-days after it announced that it has decided to restate certain fina

This week in our Your Stock, Our Take segment we look at Constellation Software Inc. (CSU:TSX), which is engaged primarily in the development, installation, and customization of software relating to the public and private sectors. Constellation Software is a well-run company in a Canadian tech sector that lacks big name power and any real breadth of companies – frankly, it is too small. A listener asks if it is a buy on the recent pullback? Our Star of the week is DIRTT Environmental Solutions Ltd. (DRT:TSX), a technology-driven manufacturer of highly customized interiors. The stock jumped 18% in one day this week after record Q3 results. Finally, our Dog of the week is Guyana Goldfields Inc. (GUY:TSX), engaged in the investment, acquisition, exploration, development and operation of mineral property interests, principally gold resource properties in Guyana, South America. The stock was down 43% on the week after the company revised production guidance for 2018 lower – it has cratered 63% year-to-date in 2018