Keystone Stock Talk Podcast

This week in our Your Stock, Our Take segment we look at C-COM Satellite Systems Inc. (CMI:TSX-V), a dividend paying micro-cap stock which develops, manufactures, and deploys commercial grade mobile satellite-based technology for the delivery of two-way high-speed internet, VoIP, and Video services into vehicles. This is a stock we owned years ago and sold after a strong return. The company just reported a strong quarter of growth and a listener asks us our thoughts on the stock. Our Star of the week is WesternOne Inc. (WEQ:TSX), a provider of construction heat services and aerial equipment rentals to businesses in the construction, infrastructure, film, and television industries in Western Canada. The stock jumped 31% this week after reporting the business would be sold to United Rentals for a base cash purchase price of $120 million. Finally, our Dog of the week is Aurora Cannabis Inc. (ACB:TSX), a leading producer and distributor of medical cannabis in Canada and internationally. The stock dropped 27% in t

This week in our Your Stock, Our Take segment we look at BioSyent Inc. (RX:TSX-V), a specialty pharmaceutical company engaged in developing pharmaceutical and healthcare products. The company has been a micro-cap success story rising from below a $1.00 to the $10.00 range – a listener asks if we still like the stock. Our Star of the week is TeraGo Inc. (TGO:TSX), which operates five data centres serving over 3,000 business customers across Canada. It is the company’s first mover advantage into 5G spectrum that has driven an almost 30% move in the stock over the past 2-weeks. Finally, our Dog of the week is Encana Corporation (ECA:TSX), a leading North American diversified energy producer. The company recently reached an agreement to sell its San Juan assets, located in New Mexico for US$480 million. Since the announcement, the stock has dropped 16%. Is it a Dog or an opportunity?

This week in our Your Stock, Our Take segment we look at MTY Food Group Inc. (MTY:TSX), a Canadian-based franchisor operating in the quick service food industry in both the U.S. and Canadian markets – one of the largest in this segment and a true Canadian success story that really flies under the radar. This week, the company reported remarkable strong earnings growth in its third quarter which handily beat street estimates – the stock has jumped 40% since May – a listener asks if we still like the stock. Our Star of the week is Aritzia Inc. (ATZ:TSX), a vertically integrated, innovative design house of fashion brands, which boasts over 90 stores and a solid online presence and, most importantly happens to be a favourite shopping spot for a prominent member of my household. The stock posted a nice gain this week, in what was generally a poor week for North American markets – one of the worst in recent memory. Finally, our Dog of the week is SNC-Lavalin Group Inc. (SNC:TSX), the embattled global engineering a

This week in our Your Stock, Our Take segment we look at Covalon Technologies Ltd. (COV:TSX-V), a researcher, developer, manufacturer, and marketer of patent-protected medical products that improve patient outcomes and save lives in the areas of advanced wound care, infection management and surgical procedures. This week, the company announced record Q2 results and a listener asks us if we would still BUY the stock. Our Star of the week is XPEL Inc. (DAP.U:TSX-V), manufactures, sells and distributes, and installs after-market automotive products, including automotive paint protection film, headlight protection film, automotive window films and other related products. The stock jumped 22% this week on very strong Q2 financial results and is now up 400% in 2018. Finally, our Dog of the week is Cronos Group Inc. (CRON:TSX) – is a vertically integrated cannabis company with a presence across four continents. The company operates two wholly-owned Canadian licensed producers regulated under Health Canada's Access t

This week in our Your Stock, Our Take segment we look at Macro Enterprises Inc. (MCR:TSX-V), apipeline and facilities construction and maintenance services to companies in the oil and gas industry in western Canada. After the company announced a $200 million contract this week, a listener asks us if the turnaround is on and whether it is a BUY, SELL, or HOLD. Our Star of the week is Aurora Cannabis Inc. (ACB:TSX), one of the world’s largest and leading cannabis companies, with funded capacity in excess of 570,000 kg per year and sales and operations in 14 countries across 5 continents. The stock jumped 51% in the past week outperforming most in this hot segment, powered by optimism surrounding big dollars flowing into names such as last week’s star Canopy Growth from larger established companies such as Constellation Brands (STZ:NYSE). For it’s part, Aurora reported strong revenue growth in its last quarter.. Finally, our Dog of the week is High Liner Foods Incorporated (HLF:TSX) - a North American processor

This week in our Your Stock, Our Take segment we look at Mogo Finance Technology Inc. (MOGO:TSX), an independent consumer fintech small-cap that boasts a suite of innovative financial products providing solutions to help manage and improve financial health. After a solid Q2 a listener asks us if the turnaround is on and whether it is a BUY, SELL, or HOLD. Our Star of the week is Canopy Growth Corporation (WEED:TSX), a diversified cannabis and hemp company, offering distinct brands and curated cannabis varieties in dried, oil and Softgel capsule forms. The stock jumped 30% Wednesday morning following the announcement that beverage giant Constellation Brands (STZ:NYSE) returned to invest another $4 billion in the marijuana giant, bringing its total stake from 9.9% to 38%. Finally, our Dog of the week is AutoCanada Inc. (ACQ:TSX) - engaged in the operation of franchised automobile dealerships. The stock dropped 20% late last week after announcing weaker-than-expected Q2 results. Year-to-date, the stock has dropp

This week in our Your Stock, Our Take segment we look at Strongco Corporation (SQP:TSX), a distributor of new and used equipment for the infrastructure, construction, mining, oil and gas exploration, forestry, and industrial markets in Canada and in the United States. After a strong Q2 a listener asks us if the turnaround is on and whether it is a BUY, SELL, or HOLD. Our Star of the week is Parkland Fuel Corporation (PKI:TSX), Canada’s largest and one of North America’s fastest growing independent suppliers and marketers of fuel and petroleum products and a leading convenience store operator. The stock has surged 49% year-to-date and a 16% in the last week alone – it should be no stranger to our clients an listeners having been recently re-recommended in our Canadian Income Stock Research in the $28 range. Finally, our Dog of the week is Maxar Technologies Ltd. (MAXR:TSX) - an integrated space and geospatial intelligence company with a full range of space technology solutions for commercial and government cus

Once again, due to the large volume of questions, we picked two stocks to look at: The first, Tucows Inc. (TC:TSX), and the the second, Atlas Engineered Products (AEP:TSX-V). Tucows provides network access, domain names, and other internet services. The stock has been a true under-the-radar story, jumping from the $9 range just over five years ago, to today closing in the $75 range. Is it a BUY, SELL, or HOLD? Atlas Engineered Products is a supplier of trusses and engineered wood products. Is it a BUY, SELL, or HOLD? Our star of the week is Enercare Inc. (ECI:TSX), a provider of essential home and commercial services and energy solutions. The stock jumped 53% this Wednesday from the $18.90 range to around $28.85 after it had been announced it would be acquired by Brookfield Infrastructure in a $4.3 billion transaction. Enercare has been a long time recommendation in our Canadian Income Stock research, originally recommended in $9 range.

This week, due to the volume of questions for our Your Stock, Our Take segment, we picked two stocks to look at Partner Jet Corp. (PJT:TSX-V) and Namaste Technologies Inc. (N:TSX-V). Partner Jet is a full service flight management and aircraft sales company capable of operating a wide range of corporate aircraft. The true micro-cap has had a volatile year trading as high as the $0.40 range to a low of just under $0.20. It has taken a hit lately following weaker Q2 2018 financial results. Is it a BUY, SELL, or HOLD? Namaste brands itself as the “Your Everything Cannabis Store™.” Namaste operates the largest global cannabis e-commerce platform with over 30 websites in 20+ countries under various brands. Product offerings include vaporizers, glassware, accessories, CBD products, and the company will soon be selling medical cannabis in the Canadian market, subject to approval by Health Canada. Is it a BUY, SELL, or HOLD? Our Star of the week is Goeasy Ltd. (GSY:TSX), a full-service provider of goods and alterna

This week in our Your Stock, Our Take segment we look at Caldwell Partners International Inc. (CWL:TSX), a traditional executive search firm specializing in recruiting executives for full-time and advisory roles on behalf of its clients. The company posted a strong breakout quarter this week and the stock which trades in the range of $1.15 pays a 6.7% dividend. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is Unisync Corp. (UNI:TSX-V), specializes in the production and distribution of highly technical protective garments, military operational clothing and accessories for a broad spectrum of Federal, Provincial and Municipal government departments and agencies. The company also provides customer-focused provider of corporate apparel for Air Canada, Shoppers Drug Mart, TELUS & more. The stock is up 20% in the past 3-weeks – what is driving the surge. Finally, our Dog of the week is Invictus MD Strategies Corp. (GENE:TSX-V) - owns and operates two cannabis production facilities, both wit

This week in our Your Stock, Our Take segment we look American Green, Inc. (ERBB:OTC), a US Cannabis related stock which we reviewed in this segment last August. At that time we saw it as uninvestable – the stock is down roughly 40% since that time and we were asked by a listening to take another look at it. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is TeraGo Inc. (TGO:TSX), which provides businesses across Canada with data and voice communications services, data center colocation and hosting services, as well as cloud infrastructure as a service computing and storage solutions. The stock jumped 25% in the past couple weeks after it appears to be poised to unlock value in a significant wireless spectrum asset. Finally, our Dog of the week is Calfrac Well Services Ltd. (CFW:TSX) provides specialized oilfield services, including hydraulic fracturing, coiled tubing, cementing and other well completion services to the oil and natural gas industries in Canada, USA, Russia, Mexico & Arge

This week in our Your Stock, Our Take segment we look at Baylin Technologies Inc. (BYL:TSX), Baylin focuses on research, design, development, manufacturing and sales of passive and active radio frequency products and services. The company appears to be in the midst of a transformational 2018 following two major acquisitions – one just announced this week. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is Twitter Inc. (TWTR:NYSE), social networking giant which has seen its stock jumped 30% in the past month after the company solidly broke into profitability in its latest quarter and reported a positive outlook. Finally, our Dog of the week is Overstock.com Inc. (OSTK:NASDAQ) - an online retailer which provides products and services through websites and is also firmly in the Blockchain space after a significant acquisition. On a year-to-date basis, the stock has fallen 52.2%. Is it a Dog or an opportunity?

KeyStone’s Your Stock Our Take – Macro Enterprises (MCR:TSX), Star: is Canada Goose Holdings Inc. (GOOS:TSX), Dog: Polaris Infrastructure Inc. (PIF:TSX). This week in our Your Stock, Our Take segment we look at Macro Enterprises (MCR:TSX), which executed a construction contract on TransCanada’s Coastal GasLink Pipeline Project. The proposed pipeline will deliver natural gas from the Dawson Creek area of northern B.C. to a facility near Kitimat, B.C., where it will be converted to a liquid form for export by LNG Canada. Estimated contract value in excess of CND$900 million with approximately Macro ($360 million) going to Macro over a 3-year period if it moves forward. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is Canada Goose Holdings Inc. (GOOS:TSX), designs, manufactures, distributes and sells premium outerwear for men, women and children – think goose down parkas. The stock jumped as much as 49% this week after the company reported record annual results and a positive outlook. Finall

KeyStone’s Your Stock Our Take – Vigil Health Solutions Inc. (VGL:TSX-V), Star: is TWC Enterprises Limited (TWC:TSX), Dog: Roots Corporation (ROOT:TSX) This week in our Your Stock, Our Take segment we look at Vigil Health Solutions Inc. (VGL:TSX-V), which provides a software and hardware platform solution to assist in the care of and monitor residents in senior living communities. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is TWC Enterprises Limited (TWC:TSX), Canada’s largest owner and operator of golf clubs. The stock jumped over 20% mid-week after it announced the sale of its rail and port operations based out of Skagway, Alaska, to Carnival Corporation for US$290 million. Finally, our Dog of the week is Roots Corporation (ROOT:TSX), the iconic Canadian retailer of apparel, leather goods, accessories, and footwear for men, women, and children. The stock dropped by as much as 12% on Wednesday after its Q1 2018 results came in lighter than expected. But the outlook for 2018 remains po

This week in our Your Stock, Our Take segment we look at Solium Capital Inc. (SUM:TSX), who’s core cloud enabled software-as-a-service offering, Shareworks, helps both private and public companies with issuance and exercise of equity (stock) incentives and the plethora of financial reporting and compliance documents they are required to file. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is Sangoma Technologies Corp. (STC:TSX-V), from our Canadian Discovery Small-Cap Portfolio. The stock is up 38% this month driven by strong Q3 earnings. Finally, our Dog of the week is LXRandCo Inc. (LXR:TSX), a unique “re-commerce company” that takes used or “pre-loved” handbags and re-sells them. The stock has been cut in half over the past month to trade under a $1.00 after it reported strong revenue growth, but continued sharp losses on its bricks and mortar expansion.

This week in our Your Stock, Our Take segment we look at Sierra Wireless Inc. (SW:TSX), a leading pure-play (Internet-of-Things) IoT company. A historically good business that has seen its shares sell-off over the past year and year-to-date. Is it a BUY, SELL, or HOLD – we’ll tell you. Our Star of the week is XPEL Technologies (DAP.U:TSX-V), one of our core Focus BUY Canadian Growth Stocks. The stock ended the week up 63% making it the single best performing stock on the TSX-Venture on day and for the week.

We have another busy show for you this week. In our Your Stock, Our Take segment we look at Pioneering Technology Corp (PTE:TSX-V), a unique business that develops and sells patented cooking-fire prevention products. We are following up on the company after calling it overvalued when the stock traded above $1.00 last year. With the stock under $0.40 is it a BUY, SELL, or HOLD. Our Star of the week is Covalon Technologies Ltd (COV:TSX), a company we highlighted in both our annual Breakthrough and Cash Rich Small-Cap Reports over the past 2-years. Covalon saw its share price jump 90% this week, after the company announced it had it has won a series of competitive contracts in the Middle East with an estimated sales value of $100 million over a three-year period. Finally, our dog of the week Breaking Data Corp. (BKD:TSX-V), a technology provider of semantic search, machine learning and natural language processing and owner of GIVEMESPORT – sports related app– year-to-date, the stock is down over 60%.

We have another busy show for you this week. We preview our upcoming 7-city DIY Stock Investment Seminar tour. Highlight current market valuations from a broad perspective in light of the run-up to start 2018 and susequent mini-correction. In our Your Stock, Our Take segment we look at Covalon Technologies Ltd (COV:TSX), a healthcare technologies development company which we have highlighted a number of times in our Breakthrough Report over the past several years. The stock has surged over 500% in the past two years but, along with the market generally, has experienced a volatile start to 2018. A listener asks whether we would BUY, SELL, or HOLD at present. Finally, our dog of the week is a stock we have been telling clients to actively avoid for the past 2-years, Patient Home Monitoring Corp. (PHM:TSX-V) – year-to-date, the stock is down 63%.

We are ending the year with an abbreviated version of our Podcast – Aaron is hanging the stockings around KeyStone’s chimney with care, so Ryan will handle the message this week. First off, we have been inundated with questions on Bitcoin and cryptocurrencies to end 2017. We give a brief take on the cryptocurrency and the very idea that it is hard to value Bitcoin (no cash flows, balance sheet etc.) may be what is adding to its surge in value and certainly it's volatility. Our Star is EBIX Inc. (EBIX:NASDAQ) – from our U.S. Growth Stock Coverage - which has surged 42% in the last 2-months. We make a few exciting announcements and most importantly, we wish all of our listeners and clients Happy Holiday, Merry Christmas and a very happy and, prosperous new year.

We have another busy show for you this week. We start with a wrap on our recent 6-city US DIY Stock Investment Seminar tour. We have posted the video of the event for purchase and I will quiz Aaron on one of his segments. We will tell you why every Canadian needs some U.S. equity exposure in their portfolio. We will also touch on a broken promise from PM Justin Trudeau and finish with a Your Stock, Our Take on Almost Family, Inc. (AFAM:NASDAQ), a leading provider of home health nursing, rehabilitation and personal care services. The stock, which is from our US Growth Stock Coverage, has surged 40% on news of a merger and over 70% since our recommendation 20-month ago. A listener asks whether we would BUY, SELL, or HOLD at present.