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KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies

KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies

352 episodes — Page 2 of 8

Ep 306Stock Talk Podcast Episode 301

In this Week's Show: Space, Solar & Semiconductors: Is 5N Plus (VNP:TSX) the Growth Trifecta? Opera Limited (OPRA:NASDAQ) Is Betting on Gamers – Will Wall Street Follow? Teaching the Market a Lesson — D2L Inc. (DTOL:TSX) Scales Smarter in EdTech Flat EPS, Shrinking Margins — Lululemon Athletica Inc. (LULU:NASDAQ) Pulls Back as Fashion Meets Fiscal Reality

Jun 17, 202552 min

Ep 305Stock Talk Podcast Episode 300

In this Week's Show: Pick & Shovels Investing: 5 Steps to Invest Tariffs Troubles: Is Steel trading at a Steal? Pyrogenisis Canada Inc. (PYR:TSX): Will This Canadian Plasma Stock Ever Ignite a Profit? 7 Timeless Tips for Gold Producer Investing

Jun 3, 202555 min

Ep 304Stock Talk Podcast Episode 299

In this Week's Show: The "Picks & Shovels" Approach to Investing Theme Parks, Streaming, & Debt: What’s Next for The Walt Disney Company (DIS:NYSE)? Is Deere & Co. (DE:NYSE) Riding Too High? Sector Slowdown Ahead Centrus Energy (LEU:NYSE) Skyrockets – What’s Behind the Nuclear Hype?

May 27, 202542 min

Ep 303Stock Talk Podcast Episode 298

In this Week's Show: AtkinsRéalis Group (ATRL:TSX) Stock Surges 16% – Nuclear Power Comeback? Home Depot (HD:NYSE) Reports Flat Growth Amid Rising Costs Jessica Alba’s The Honest Company (HNST:NASDAQ) – Still Worth the Price? SolarEdge Technologies, Inc. (SEDG:NASDAQ) Posts Positive Gross Margin After a Harsh 2024

May 21, 202556 min

Ep 302Stock Talk Podcast Episode 297

In this Week's Show: Carney’s $77B Stimulus Plan: Which Canadian Stocks Will Benefit? Massive News Week in Crypto — Bitcoin, Trump, Coinbase & More US-China Tariff Truce: What's Really Happening? New Rigs. New Markets. New Highs? Inside Geodrill Ltd’s (GEO:TSX) Growth Push

May 14, 202546 min

Ep 301Stock Talk Podcast Episode 296

In this Week's Show: Explosive Q4 Growth! Aritzia Inc.'s (ATZ: TSX) Bold Supply Chain Pivot. Parkland Holdings (PKI: TSX) Cancels AGM Before $9B Deal – Major Shareholder Revolts. Atlas Engineered Products (AEP: TSX-V) at $0.75 – Undervalued or Justified? How Tariffs Are Slowing Down the U.S. Supply Chain.

May 6, 20251h 7m

Ep 300Stock Talk Podcast Episode 295

In this Week's Show: What's Driving the Productivity Crisis in Canada? Connected Grids, Connected Profits? Tantalus Systems Holding Inc. (GRID: TSX) Explained. Modular Moves: Is DIRTT Environmental Solutions Ltd. (DRT: TSX) Constructing Value? Is Celestica Inc. (CLS: TSX|NYSE) a Value Play After the Drop?

Apr 29, 20251h 14m

Ep 299Stock Talk Podcast Episode 294

In this Week's Show: Tariff Whiplash & the US Bond Market: The Biggest Increase in Yields Since 2001 Spring 2025 Webinar Preview: The Orphan Stock Opportunity Target Acquired: Is Karman Holdings Inc. (KRMN: NYSE) Locked In for Explosive Growth? Margins Under Pressure: Is ADF Group Inc. (DRX: TSX) About to Buckle?

Apr 15, 202553 min

Ep 298Stock Talk Podcast Episode 293

In this Week's Show: Spring 2025 Webinar Preview: Current Market Valuations Tariffs and Trade Wars 101 for Investors From Raw Data to Refined Profits: NowVertical Group Inc's (NOW: TSX-V) Q4 Financial Turnaround Is the Wait for Lightspeed Worth It for Telesat Corp's (TSAT: TSX|NASDAQ) Investors?

Apr 8, 20251h 1m

Ep 297Stock Talk Podcast Episode 292

In this Week's Show: From Spark to Surge: How Argan, Inc. (AGX:NYSE) became a market powerhouse. Coreweave (CRWV:NASDAQ) IPO: A strong signal or just noise? Is Lululemon Athletica (LULU:NASDAQ) still in fashion for investors?

Apr 1, 202546 min

Ep 296Stock Talk Podcast Episode 291

In this Week's Show: Is Neo Performance Materials Inc. (NEO:TSX) a diamond in the rough? Is Canada Goose Holdings (GOOS:TSX) cooked or golden? Canada’s only discrete steel plate producer: Can Algoma Steel Group (ASTL:TSX|NASDAQ) pivot to profitability under tariff pressure?

Mar 25, 202541 min

Ep 295Stock Talk Podcast Episode 290

In this Week's Show: Global Economic Outlook: Is the world heading into a recession? Is Pet Valu Holdings Ltd. (PET:TSX) off the leash in 2025? Stuck in reverse? Breaking down Tesla (TSLA:NASDAQ) stock in today's economic environment. From Impressions to Profits: Can Perion Networks (PERI:NASDAQ) rebound?

Mar 11, 20251h 0m

Ep 294Stock Talk Podcast Episode 289

In this Week's Show: Will Kraken Robotics Inc. (PNG:TSX-V) sink or swim? Are we onboard with High Liner Foods (HLF:TSX)? Should you inject Hims & Hers Health (HIMS:NYSE) into your portfolio? Will Enterprise Group Inc. (E:TSX) generate higher return this year?

Mar 4, 202558 min

Ep 293Stock Talk Podcast Episode 288

Is Osisko Gold Royalties (OR:TSX) the best way to capitalize on the Gold surge? Can Advanced Micro Devices (AMD:NASDAQ) usurp Nvidia (NVDA:NASDAQ) as the AI King? Does Well Health (WELL:TSX) have a clean bill of health? Can Celsius Holdings (CELH:NASDAQ) stay energized after rising 30%? Has TFI International (TFII:TSX|NYSE) broken down?

Feb 25, 20251h 8m

Ep 292Stock Talk Podcast Episode 287

In this Week's Show: What are Billionaire Hedge fund manager Ray Dalio's investments? Are profits secure in SSC Security (SECU:TSX)? Is Constellation Software (CSU:TSX) able to continue to outperform the market? Why has Bigbear.ai (BBAI:NYSE) surged over 300%? The reason behind Foraco International's (FAR:TSX) one-day 11% drop! and MORE...

Feb 19, 202553 min

Ep 291Stock Talk Podcast Episode 286

Detailing the Tariff Situation! What do we look for in small-cap stocks? After surging over 1500% does Celestica (CLS:TSX|NYSE) have further potential? Why Fluence Energy (FLNC:NASDAQ) fell 50%! Behind Converge Technology Solutions' (CTS:TSX) surge in price!

Feb 12, 20251h 4m

Ep 290Stock Talk Podcast Episode 285

Are Tariffs going to make an impact? A look at the strong performance of Aritzia (ATZ:TSX)! Deepseek flipped the Artificial Intelligence landscape overnight! Does DIRTT Environmental Solutions (DRT:TSX) have turnaround potential? Has ADF Group (DRX:TSX) become more appealing since our last look?

Jan 28, 20251h 13m

Ep 289Stock Talk Podcast Episode 284

A Look at the Small Cap Valuation Gap! Does NowVertical Group (NOW:TSXV) offer 10x potential? A look at Bitcoin ETFs and Risk! Is MDA Space (MDA:TSX) ready to blast off?

Jan 22, 202557 min

Ep 288Stock Talk Podcast Episode 283

A look at Canadian Telecoms! The state of the Market in 2025! Should you be diversifying your portfolio with International Stocks? Is investing in Leveraged ETFs a smart move for your Portfolio?

Jan 14, 202547 min

Ep 287Stock Talk Podcast Episode 282

KeyStone's Annual Prediction Special! Were our 2024 predictions correct? Setting out our predictions for 2025!

Jan 7, 20251h 0m

Ep 286Stock Talk Podcast Episode 281

TFSA vs. Non-Registered Accounts: What Stocks Go Where? Compounding Success: Is Descartes Systems Group (DSG:TSX) a Smart Buy? Behind the 417% Surge in Happy Belly Food Group's (HBFG:CSE) Share Price. SolarEdge Technologies (SEDG:NASDAQ): What’s Behind the 87% Drop?

Dec 18, 20241h 0m

Ep 285Stock Talk Podcast Episode 280

Do D2L's (DTOL:TSX) Financials Support its Stock Price Surge? Is DocuSign (DOCU:NASDAQ) Ready for a Comeback? Are Flow Beverage's (FLOW:TSX) Financials Strong Enough to Support a Turnaround? Can Simply Better Brands (SBBC:TSXV) Deliver Long-Term Value for Investors?"

Dec 10, 202449 min

Ep 284Stock Talk Podcast Episode 279

A look at a profitable micro-cap: Atlas Engineered Products (AEP:TSXV)! Does Roblox (RBLX:NASDAQ) offer an appealing investment opportunity? Should you invest in Microstrategy (MSTR:NASDAQ) to gain Bitcoin exposure? Is the Yield Curve indicating an upcoming Recession?

Dec 3, 202452 min

Ep 283Stock Talk Podcast Episode 278

Will the Trump Trade help or hurt small-caps? Mama's Creations (MAMA:NASDAQ) is turning up the heat with a return of over 400%! Does Quest Resource Holding Corp. (QRHC:NASDAQ) offer value?

Nov 26, 202433 min

Ep 282Stock Talk Podcast Episode 277

The reason behind Versabank's (VBNK:TSX|NASDAQ) 123.8% gain! Our take on a unique microcap Canaf Investments (CAF:TSXV)! Has Plurilock Security (PLUR:TSXV) improved since our last look? Our honest take on The Honest Company (HNST:NASDAQ)!

Nov 19, 202452 min

Ep 281Stock Talk Podcast Episode 276

Why has Argan (AGX:NYSE) skyrocketed in price? Analyzing what supported the strong returns of Pro-Dex (PDEX:NASDAQ)! Does BCE (BCE:TSX) offer value with a 9% dividend yield? Is Neptune Digital Assets (NDA:TSXV) a strong investment after soaring over 100%?

Nov 13, 202459 min

Ep 280Stock Talk Podcast Episode 275

Our Take on Converge Technology Solutions (CTS:TSX) after its collapse in share price! Should you invest in Super Micro Computer (SMCI:NASDAQ) after its fallen 78% from its peak? Does the dividend aristocrat Toromont Industries (TIH:TSX) offer an appealing long term investment opportunity?

Nov 5, 202448 min

Ep 279Stock Talk Podcast Episode 274

What boxes do Great Companies need to check? Breaking down the top 5 Takeaways from "The Intelligent Investor"! Our Star of the Week BrightMind Bioscience (DRUG:NASDAQ|CSE) and Dog of the Week Lucid Group (LCID:NASDAQ)! Does BluMetric Environmental Inc. (BLM:TSXV) fit our GARP criteria?

Oct 22, 20241h 12m

Ep 278Stock Talk Podcast Episode 273

What common traits do 10x stocks have? Does Kits Eyecare (KITS:TSX) have a vision for long-term growth? Should you invest in Oil Tanker stocks for high yields? Does ADF Group (DRX:TSX) offer value after rising 50% this year?

Oct 10, 202448 min

Ep 277Stock Talk Podcast Episode 272

What do KeyStone's High Performers have in Common? Should Cematrix (CEMX:TSX) be a foundational part of your portfolio? Do Element Fleet Management's (EFN:TSX) fundamentals support the surge in price? Is Softchoice (SFTC:TSX) trading at a discount?

Oct 2, 202451 min

Ep 276Stock Talk Podcast Episode 271

Should you use Small-Cap ETFs? Is Doman Building Materials Group (DBM:TSX) a BUY for its 7% dividend yield? Can you build your portfolio with Atlas Engineered Products (AEP:TSXV)? Does Simply Solventless Concentrates (HASH:TSXV) offer value after surging 150%?

Sep 24, 20241h 3m

Ep 275Stock Talk Podcast Episode 270

In this Week's Show: Does Aaron finally understand Exro's (EXRO:TSX) technology? What is a financial moat and how important is it for small-caps? When should you look to sell a stock? Does Ballard Power Systems (BLDP:TSX|NASDAQ) have rebound potential?

Sep 19, 20241h 11m

Ep 274Stock Talk Podcast Episode 269

What caused Argan Inc. (AGX:NYSE) to surge 33%! Why has Northland Power Inc. (NPI:TSX)stock price not moved up on strong financials? Does D2L Inc. (DTOL:TSX) have investment potential?

Sep 10, 202443 min

Ep 273Stock Talk Podcast Episode 268

What are small-caps and why can they outperform? Exploring the Canadian REIT market! After rising 457% year-to-date our Star of the Week Zoomd Technologies (ZOMD:TSXV)! Falling 58% over the past 6-months, Our Dog of the Week, Super Micro Computer (SMCI:NASDAQ)!

Sep 4, 202457 min

Ep 272Stock Talk Podcast Episode 267

The valuation gap between small-caps and mega-caps! Should you invest in Sprott's Physical Gold (PHYS:TSX) & Physical Silver (PSLV:TSX) Trusts? Does Poet Technologies (POET:NASDAQ|PTK:TSXV) offer 20x potential? Do we find Kraken Robotics (PNG:TSXV) appealing at the current valuation?

Aug 27, 202455 min

Ep 271Stock Talk Podcast Episode 266

Is Colombian oil producer Parex Resources (PXT:TSX) undervalued? Do any of Victory Square Technologies (VST:TSX), HPQ Silicon (HPQ:TSXV), or VSBLTY (VSBY:CSE) offer 10x potential? Why you should invest in Dividend growers! What is management guidance, and why is it important?

Aug 20, 20241h 14m

Ep 270Stock Talk Podcast Episode 265

When you should expect a company's earnings? A look at why we've recommended Boardwalk Real Estate Investment Trust (BEI.UN:TSX)! Should you invest in Olympia Financial Group (OLY:TSX)for a over 7% yield? Is Trigon Metals (TM:TSX) a 30-bagger?

Aug 13, 202459 min

Ep 269Stock Talk Podcast Episode 264

Has our opinion changed on Lightspeed Commerce (LSPD:TSX|NYSE)? A look at KeyStone recommendation Cipher Pharmaceuticals (CPH:TSX)! Should you consider BUYING Nutrien (NTR:TSX|NYSE) after its fall in price?

Aug 7, 20241h 8m

Ep 268Stock Talk Podcast Episode 263

An Update on a KeyStone Pick, Hammond Power Solutions (HPS.A:TSX)! Should you strike Cloud Strike (CRWD:NASDAQ) off your portfolio after it's botched update? Is MTY Food Group (MTY:TSX) a value trap? How are Banks fairing in a declining interest rate environment?

Jul 30, 202448 min

Ep 267Stock Talk Podcast Episode 262

Are you sabotaging your own investments? A look at Behavioural Finance! The Canadian M&A Market is hot! A look at the recent merger of A&W Revenue Royalties Income Fund (AW.UN) and A&W services, should you tender or HOLD? Atlas Engineered Products (AEP:TSXV) has surged in price! Is the surge justified? Covered Call ETFs are soaring in popularity, are they worth investing in?

Jul 23, 20241h 8m

Ep 266Stock Talk Podcast Episode 261

Canadian M&A's are heating up with Héroux-Devtek (HRX:TSX) and Stelco (STLC:TSX)! Should you invest in Valeura Energy (VLE:TSX)? Is goeasy (GSY:TSX) an easy way to generate returns?

Jul 17, 202453 min

Ep 265Stock Talk Podcast Episode 260

Why we don't Invest in Junior Miners - Patriot Battery Metals (PMET:TSX)! Will Nikola (NKLA:NASDAQ) drive strong returns? Should you take a gamble on Pollard Banknote (PBL:TSX)? Has our opinion changed on PyroGenesis (PYR:TSX)?

Jul 9, 202457 min

Ep 264Stock Talk Podcast Episode 259

How many Stocks should you HOLD in your portfolio? The KeyStone method for Rebalancing a Portfolio! What is driving the gains behind our Star of the Week Netflix (NFLX:NASDAQ)? Why did our Dog of the Week, Victoria Gold (VGCX:TSXV) stock price collapse? Can RE Royalties (RE:TSXV) power your portfolio?

Jul 3, 20241h 7m

Ep 263Stock Talk Podcast Episode 258

What Simple Portfolio Concept Drives Returns? Does Sabio Holdings (SBIO:TSXV) offer value after falling 64%? Will Cannara Biotech (LOVE:TSXV) return to its all time High?

Jun 25, 202446 min

Ep 262Stock Talk Podcast Episode 257

Looking at Our Star of the Week Vitalhub Corp. (VHI:TSX) after rising over 90% year to date! ECN Capital (ECN:TSX) has been restructuring, should you BUY? Does Zedcor (ZDC:TSXV) offer value after surging 125% in 2024? Has Wonderfi (WNDR:TSX) become a Wonderful investment?

Jun 18, 202457 min

Ep 261Stock Talk Podcast Episode 256

What are the critical traits a company needs to drive returns? Does Gamestop (GME:NYSE) have potential past being a meme? Should you invest in Perimeter Medical Imagining AI (PINK:TSXV)? Revisiting NTG Clarity (NCI:TSXV)after a jump in price!

Jun 11, 202453 min

Ep 260Stock Talk Podcast Episode 255

Seeing theKeyStone Method in Real-time - Why we Recommend what we do! Is AutoDesk (ADSK:NASDAQ)designed for strong returns? Was our take on CloudMD (DOC:TSXV) correct? Is Reddit (RDDT:NYSE) a BUY after its first quarter of being a public company?

Jun 4, 20241h 1m

Ep 259Stock Talk Podcast Episode 254

Canada's capital gains tax is going up! Our take on A&W Revenue Royalties Income Fund (AW.UN:TSX)! Dissecting TD's (TD:TSX|NYSE) earnings and mortgage changes! Should you invest in TerraVest (TVK:TSX) after massive run in price?

May 28, 202458 min

Ep 258Stock Talk Podcast Episode 253

Is Lightspeed (LSPD:TSX|NYSE) finally turning around? Dissecting VinFast Auto (VFS:NASDAQ) using KeyStone's criteria! Our Take on Canadian Fintech company Mogo (MOGO:TSX|NASDAQ)! Taking another look at Brazilian based potash producer Verde Agritech (NPK:TSX)!

May 22, 20241h 8m

Ep 257Stock Talk Podcast Episode 252

Should you pivot your portfolio into Pivotree (PVT:TSXV)? Enterprise Group (E:TSX) is surging! Should you jump in? Does Western Investment Company (WI:TSXV) present an opportunity? Does Vitreous Glass's (VCI:TSXV) current premium justified?

May 14, 20241h 0m