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

In this week's show: The rapid collapse of the Cryptocurrency Exchange FTX The misleading nature of net income and earnings The Star of the Week Bowman Consulting Group Ltd. (BWMN:NASDAQ) Our Take on the gig economy company Fiverr (FVRR:NYSE)

In this week's show: Elon Musk faces down AOC Aaron makes a bold prediction on Inflation The Star and Dog of the Week Modine Manufacturing (MOD:NYSE) & Spotify (SPOT:NASDAQ) A viewer's question on Decisive Dividend (DE:TSX)

In this week's show we go over: Jim Cramer's breakdown over the fall of Meta (META:NASDAQ) (formerly Facebook) The Poor Finances of Canadians The Star of the Week Hammond Power Solutions (HPS.A:TSX) Our first CEO interview, this week on BioSyent (RX:TSX)

In this week's show we go over: An in-depth look into Your Stock, Innergex Renewable Energy (INE:TSX) This Week's Star and Dog Propel Holdings (PYR:TSX) & PyroGensis Canada (PYR:TSX) A question from our Mailbag on Nuran Wireless (NUR:CSE) Meta's (META:NASDAQ) $10 BILLION Investment Failing and MORE...

In this Week's Show: Credit card companies passing on fees to consumers The Reversal in UK Prime Minister Truss's Corporate Tax Rate Another Marketing ETF Brennan does a Victory Lap on Cielo (CMC:TSXV) Aaron talks about the dynamics of goodwill Ryan goes through the risks of cyclical companies like Parex (PXT:TSX) Brett takes your question on Corus Entertainment (CJR.B:TSX)

Biden's pardoning of simple cannabis possession bringing life to the sector The ongoing semiconductor sector weakness and oversupply Another "trendy" thematic ETF The origins and meaning of a BEAR Market The bankruptcy of previously covered Xebec (XBC:TSX) A viewer's question on the impact of the Russian invasion of Ukraine on Inflation Your Stock, Our Take on Micron Technology (MU:NASDAQ)

In this week's show we go over: The state of NFTs including the previously high flying Bored Ape Yacht Club. The state of Credit Suisse (CS:NYSE), is it the next Lehman Brothers moment? Ryan and Aaron face-off in a fierce STOCK BATTLE on Constellation Software Inc. (CSU:TSX)! Aaron is the Bull, Ryan the Bear, who's going to take the victory? Brennan takes your question in our latest Your Stock, Our Take on Algoma Steel (ASTL:TSX) & Stelco (STLC:TSX)!

Topics of this week: The fall of the SPAC king The shift in Macro, featuring the pound. Your Stock, Our Take on Adobe (ADBE:NASDAQ) Comparing United Health group (UNH:NYSE) & CVS (CVS:NYSE) Star and Dog of the Week Winpak (WPK:TSX) & Nautilus (NTL:NYSE)

Back from the Big Smoke, the center of the Canadian Universe, Hogtown, the city of many nicknames, or as Brennan, a huge Drake fan refers to it, the six. For most of our listeners who are likely still unaware of what city I am referring to – myself and Aaron just return from Toronto where we spoke to audiences at the MoneyShow – the first time in person for 3 years – we get into our talk and highlights of the event including my take on the folly of macro forecasts. We have a big stock debate for this week as the Killer B’s (Brennan & Brett) square off in a no hold’s barred battle. In the crosshairs this week is a company founded in Brennan’s current stomping grounds, a city previously thought to be made-up, yes, Saskatoon, Saskatchewan. The company, Vecima Networks Inc. (VCM:TSX), develops hardware and software solutions for broadband access, content delivery, and telematics. The coinflip chose Brennan for the Bear case, and Brett as the Bull. Aaron will sit in as judge, jury, and executioner. In light of recent interest rate hikes and the continued likelihood of more on the horizon, Aaron takes a brief look at the fixed income market – bonds, GICs and T-bills in a preview of some work he will be presenting at our Fall 2022 upcoming seminars. So, let’s get to the show!

We are back, having just recovered from the first week back to school and our collective laughing fits at Brennan’s favourite movie the 40-Year-Old Virgin. This week will begin with a brief discussion of the week that was and what is to come heading into this Fall – Ryan and Aaron are headed to Toronto to speak at the Money Show later this week. We have a big stock debate for you between Ryan and young padawan Brennan (that’s a Star Wars reference Brennan, not Star Trek) will face off to present the Bull & Bear Cases for Leatt Corporation (LEAT:OTC), an award winning personal protective equipment for participants of motor sports and leisure activities worldwide. The coinflip dictated Brennan take the Bear Case, while Ryan will ride the Bull Case to almost certain victory. Aaron, who if he checks his bank account while I (Ryan) am reading this should be very happy to serve as judge jury and executioner. Following his execution of Brennan, Aaron will tackle our next Legendary Investor Charlie Munger. While known to be competitive – hopefully not literally as he is 5 foot 9 and 98 years old. Charlie is widely known as vice chairman of Berkshire Hathaway, and Warren Buffett’s right-hand man. But there is more to him than that and Aaron will delve into the details. Finally, Brett answers a listener question on Magnet Forensics Inc. (MAGT:TSX) and it is for real this time, not just a head fake from the intro. Magnet shares jumped sharply in 2021, but have seen a steep decline from last summers highs. Brett takes a look at the current fundamentals and outlook for the developer of digital investigation solutions for more than 4,000 enterprises and public safety organizations.

The band is back together, the calendar has turned to September, and we are taking you back to school this week. In keeping with the back-to-school theme, Brennan will start by defining “The Rule of 40”, which has nothing to do with the idea that it all goes to crap after you hit 40, or his favourite movie, The 40 Year Old Virgin. The Rule of 40 is a commonly used metric when comparing SaaS companies and is a simple framework that balances revenue growth versus profit margins. Brett takes reviews one of our more popular Stock vs. Stock Battle of the past couple years which pitted two hot (at the time) renewable energy companies Greenlane Renewables Inc. (GRN:TSX) and Xebec Adsorption Inc. (XBC:TSX) against one another. Greenlane won the battle at the time, but neither met our criteria. Brett will look at where both stocks are today. Ryan will hit the mailbag and take a quick look at one of the hotter TSX Venture stocks this year, Patriot Battery Metals Inc. (PMET:TSX-V), which has seen its share price jump from the $0.55 range to just under $7.00. What is driving the gains and is it sustainable? Finally, in our Your Stock, Our Take segment Aaron reviews NVIDIA Corporation (NVDA: NASDAQ), the worlds top designer and manufacturer of GPUs or graphic processing units. The tech giant has seen its share price slashed 60% from 2021 highs and its recently released ugly Q2 numbers helped pour gasoline on the recent tire fire. Aaron let’s you know his thoughts on the current valuations.

Aaron is back from his National Lampoon style “European Vacation” surely to put our ratings in a freefall. Ryan starts this week with a brief review of the news to come out of the Fed’s meeting in Jackson Hole, and takes a look at the Q2 numbers from Snowflake Inc. (SNOW:NYSE), a high growth Data Cloud SaaS disruptor which jumped 20% last week. Aaron hits the mailbag to answer a listener question on stock-based compensation and how to incorporate it into your analysis. In our Your Stock, Our Take segment Brennan will take a look at Canadian-based telemedicine provider Reliq Health Technologies Inc. (RHT:TSX-V). A former Dog of the Week on this show back in 2018, a listener asks us to review the stock once again following is business model switching to a more recurring revenue model. Finally, Brett looks at our Star and Dog of the week. This week’s star is well-known oil & gas company ConocoPhillips (COP:NYSE). The company posted very strong Q2 numbers driven by higher energy prices. Our Dog of the Week Intel Corporation (INTC:NASDAQ), best known for developing the microprocessors and the world's largest manufacturer by revenue of semiconductor chips, has fallen roughly 10% in thelast month and 38% year to date. We let you know why? Aaron will also speak to Intel’s Just announced deal with Brookfield Infrastructure Partners L.P (BIP.UN: TSX), which we have in coverage.

Ryan is back this week from a Scottish Vacation which included Castles, Steak Pie, Castles, Haggis, Castles, a Royal Yacht, Castles, some beautiful scenery, and more Castles…it was good times. We kick of this week’s show with a brief discussion on the U.S. Federal Reserve’s annual meeting in Jackson’s Hole, Brennan will look at some meme’s around the financial term EBITDA and Ryan will remind him how BC crushed Saskatchewan (CFL) once again this past week. In our Your Stock, Our Take segment Ryan will take a look at Canadian-based point-of-sale payments processor Lightspeed Commerce Inc. (LSPD:TSX). The former market darling is down 50% year to-date and 84% from this past September. A listener asks if the stock finally offers value. Brennan will continue our series on legendary or famous investors series with a look into Kevin O’Leary, the outspoken Canadian investor’s of Dragon’s Den and Shark Tank fame who recently stated that about 25% of his portfolio is tied up in Cryptocurrencies. We also take a quick look at O’Leary backed publicly listed WonderFi Technologies Inc. (WNDR:TSX). Finally, Brett takes a look at a bit of a late August resurgence in meme stocks. Names including Gamestop (GME:NYSE), AMC Theatres (AMC:NYSE) and most recently Bed Bath and Beyond (BBBY:NASDAQ) have been in play once again over the past week to both the upside and downside. Brett will keep you up to date.

We are back, this week starting with a brief discussion on the strength in consumer spending as reports of recessionary fears smack us in the face. Stock Battle is back, in the crosshairs this week is Absolute Software Corp. (ABST:TSX) a provider of SaaS based endpoint security and data-risk management solutions. Brennan charges in with the Bull case while Brett tries to maul him with the Bear case. Its Alberta (Brett) versus Saskatchewan (Brennan) in a battle for provincial supremacy. Aaron will act as judge, jury, and executioner for this epic battle. In our Your Stock Our Take segment Ryan will take a look at Automation development and manufacturing company, ATS Automation Tooling Systems (ATA:TSX), which plans, designs, builds, commissions, and services automated manufacturing and assembly systems including automated products and test solutions. A listener asks us our thoughts on the company which has consistently posted strong growth over a 10-year time period. Aaron will handle our Star & Dog of the week. Our dog this week is Maple Leaf Foods Inc. (MFI:TSX) which produces packaged food products and prepared meats globally, the stock was down 17% last week following the company’s Q2 results. Our Star of the week is Coinbase Global Inc. (COIN:NASDAQ) which offers cryptocurrency trading exchange platform where individuals can buy and sell cryptocurrencies. The stock IPO'd in May 2021 at a price of around $340 per share, recently dropped to the $50 range, but posted significant gains this last week after it had announced a deal with BlackRock. Is it a sign of a recovery or just a dead cat bounce? Aaron will let you know.

We are back this week after rave reviews, a few crying babies, and further shock and awe at our faces-for-radio now revealed on our YouTube platform. We kick off this week’s show with a brief discussion on the strong stock market gains to end July following the worst first half in U.S. markets in 52 years. In our Your Stock, Our Take segment Ryan will take a look at a TV streaming platform Roku Inc. (ROKU:NASDAQ). The Pandemic stay at home star is down 72% year to-date and 86% from its 2021 highs. A listener asks if the stock finally offers value. Aaron is going to take you to school by looking into “Three things to never do when valuing a stock on a PE or price-to-earnings basis.” Brett is going to launch our legendary or famous investors series with a look into recent market darling Cathie Wood. Wood is an American active investment manager who is the current CEO and CIO of Ark invest, which was founded it in 2014. Incidentally, Roku is one of the top holdings in her flagship fund alongside well-known names such as Tesla, Zoom, Crispr Therapeutics, and Block. Brennan will handle our Star and Dog of the week. The Dog of the week is Datametrex AI Ltd. (DM:CSE) a Canadian-based IT company focused on, Machine Learning and Artificial Intelligence which collects and analyzes data – that is a bunch of buzz words. The micro cap is down 35% year-to-date and 61% since its 52-week high. The Star of the week is Enphase Energy Inc. (ENPH:NASDAQ), an energy technology company and the world's leading supplier of microinverter-based solar and battery systems. The stock has jumped 25% in the last 5 trading sessions and is up 61% year to date and was the top-performing stock in the S&P 500 in the last quarter powered by strong quarterly growth.

This week – we come to air with the sounds of Video Killed the radio star playing loudly in our heads. We are making the transition from audio to video – moving from a strict podcast to a YouTube show with interactive video, screen sharing and more and we can’t wait to expand on this format. Watch the Youtube Show HERE! This week’s show kicks off with a bang as Aaron debates Brennan in a no holds barred analyst showdown. The company in the crosshairs is Algoma Steel (ASTL:TSX) an integrated steel producer in North America with raw steel production capacity of 2.8 million tons per year. Aaron argues the Bull Case and Brennan tries to wrestle him to the ground with the Bear Case. Ryan will sit in as judge jury and executioner. Ryan will give you 6 things you need to know about the TFSA or Tax Free Savings Account including why it is not for the rich, what you can put into it and the contribution limits. Brett will handle our Star and Dog of the week. The Dog of the week is Context Logic (WISH: NASDAQ) which has seen its share price drop 51% in 2022. The company’s e-Commerce platform, allows third parties to list products to sell to customers who purchase through its visual-based mobile app. The Star of the week is Viemed Healthcare Inc. (VMD:TSX) and should be no secret to KeyStone clients having been a recommendation over the past 4 years since it traded in the $3.85 range – today the stock trades in the $10.00 range. Viemed, which provides in-home durable medical equipment and post-acute respiratory healthcare services in the United States, has seen its share price jump 38.32% over the last month and 60.38% since the April BUY recommendation.

We are back with a packed show this week. Ryan will start by discussing a few great points made by legendary investor Howard Marks in his annual memos. In our Your Stock, Our Take Segment, we answer two listener questions. Aaron will answer the first on Mitek Systems Inc. (MITK: NASDAQ) which has its core business centered around mobile check deposit software and is shifting to the digital identity and fraud prevention arena’s. The growth and valuations look attractive – enough so that we included it in our recently released US technology report – Aaron answers if it is a buy at present. Brennan will then look into Block Inc. (SQ:NYSE) a global technology company with a focus on financial services – its well-known business’ include Square, Cash App, Spiral, TIDAL, and TBD. The stock is down 61% in 2022 and 76% since its highs last year. Is this high growth business finally a fundamental buy – we let you know. Finally, Brett will update us on a stock we called a cautionary tale in our last podcast, Voyager Digital Ltd. (VOYG:TSX) - cryptocurrency platform that offers a secure way to trade over 100 different crypto assets using its easy-to-use mobile application. From its 2021 highs over $32, the stock has dropped 99% to close this week in the $0.30 range. Brett called it gambling in our last episode, a few short days later, the company filed for bankruptcy.

This week we are excited to be introducing a new contributing analyst to the show. Ryan will start with a brief overview of our Special U.S. SaaS / Software Stock Report which we will be releasing next week to our U.S and VIP research clients. Ryan will look at current valuations in Tech, specifically the software segment, and where valuations stand after the crash from a 10-year historical perspective. Splits are topical right now with Alphabet about do its 20-1 split, and another couple of companies in our coverage Fortinet (FTNT:NASADAQ), the cybersecurity giant and Brookfield Infrastructure (BIP.UN:TSX) conducting splits in the past couple weeks as well as the high profile splits of Apple Inc. (AAPL:NASDAQ) and Tesla Inc. (TSLA:NASDAQ) over the past year – we have fielded a number of questions in this area. Brennan will delve into the splits, perhaps trying to perform them himself, and more appropriately, what they mean for you as an investor. Finally, in his first segment, Brett will be looking at a cautionary tale in the once high-flying Voyager Digital Ltd. (VOYG:TSX) - cryptocurrency platform that offers a secure way to trade over 100 different crypto assets using its easy-to-use mobile application. From its 2021 highs over $32, the stock has dropped 98% to close this week in the $0.60 range. Brett lets us know what went wrong and where the business which had posted high revenue growth, is at today.

We’re back – following a week in California at the LD Micro-Cap Conference. From the approximate 200 companies attending we interviewed roughly 20 management teams and Ryan highlights a couple companies of interest including Richardson Electronics Ltd. (RELL:NASDAQ), DocGo Inc. (DCGO:NASDAQ), and DMG Blockchain Solutions Inc. (DMGI:TSX-V), as well as companies currently in coverage including Geodrill Limited (GEO:TSX), Quipt Home Medical Corp. (QIPT:TSX), and Acme United Corporation (ACU:NYSE) that we sat down with at the event. Ryan will also look generally at the markets in light of the significant market correction which boarders on a crash in technology and risk assets. In our Your Stock, Our Take segment Brennan answers a listener question on Nutrien Ltd. (NTR:TSX), one of the world’s largest producers and distributors of potash, nitrogen and phosphate products. Is there value in the business in the current volatile environment. Finally, Aaron answers a listener question on lockdown and work from home darling DocuSign Inc. (DOCU:NASDAQ). The world leader in digital signatures has seen its share price drop 63.8% year-to-date and over 80% from its 2021 highs. A listener asks if we are starting to see value in this battered tech name.

We’re back – starting with a Star of the Week from our Canadian Small-Cap Growth Stock Research – Dynacor Gold Mines Inc. (DNG:TSX) - the company purchases ore from small-scale miners (artisanal miners) in various regions of Peru, processes it at its mill and sells the extracted gold and silver internationally at market prices. The company just reported record Q1 quarterly revenues and earnings and appears positioned for further growth. In Our Stock vs. Stock segment, Aaron answers a listener question on which tech online retail enabler, Amazon (AMZN:NASDAQ) or Shopify (SHOP:TSX) offer better value in the current market. The listener wonders if Shopify, which is down an astonishing 75% year to date in 2022 alone, is finally offering value.

We’re back following two sold-out Live Webinars over the past couple of weeks. One of the topics spoken about at the presentation was the concept of price vs. value in the broader context of the Stealth Technology Stock Crash the markets have experienced over the past year. I will touch on that today. Additionally, Aaron is prepped and ready to discuss investing in dividend growth stocks in high inflation, and rising interest rate environment. In the segment, he will look at Brookfield Infrastructure Partners L.P. (BIP.UN: TSX), a long-term Focus BUY in our Canadian Income/Dividend research as a great way to battle inflation. Our first YSOT this week comes from a listener on AcuityAds, a company we happened to just meet with the management team in person over the last couple of weeks. AcuityAds operates in the AdTech industry providing marketers a solution for digital advertising. The listener notes the stock is down 87% from its high in the range of $32 in February of last year to the $4 range today – he asks if this cash-rich small-cap is on sale. Finally, in a Stock Vs. Stock segment, Brennan answers a client question on two US-listed Brazilian Fintech stocks StoneCo and PagSeguro. He asks which we would throw our dollars behind.

We’re back – from the OC, or more specifically the annual Roth Conference at the Ritz Carlton which hosted approximately 450 public companies and thousands of analysts. We will briefly talk about what came from our interviews at the event. We will also talk about the launch of our March/April Webinars – our first of 2022. In our Your Stock, Out Take segment, Ryan answers a listener question on NamSys Inc. (CTZ: TSX-V), which provides software solutions for currency management and processing for the banking and merchant industries principally in North America. Brennan will answer a listener question on Converge Technology Solutions (CTS: TSX), a North American Hybrid IT solution value-added reseller (VAR) focused on delivering advanced analytics, cloud, cybersecurity, and managed services offerings as well as the provision of hardware and software products and solutions to clients across various industries and organizations. Finally, Aaron will twiddle his thumbs.

We’re back, starting this week’s episode with a discussion on Interest Rate hikes, the War in Ukraine, and more. In our Your Stock, Out Take segment, Aaron answers a listener question on EPAM Systems Inc. (EPAM:NASDAQ), which provides digital platform engineering and software development services to companies around the globe. The high-growth software business has been significantly impacted near-term by the conflict in Ukraine - we give some details on what and how to proceed. Ryan will answer a listener question on C-COM Satellite Systems Inc. (CMI:TSX-V) which develops and deploys commercial-grade mobile auto-deploying satellite-based technology for the delivery of two-way high-speed Internet, VoIP, and Video services into vehicles. He provides his current thoughts on this cash-rich, micro-cap which pays a 2.3% dividend – the listener wants to know if there is value once again? Just before we went live with this show, a client asked for our take on SnowFlake (SNOW: NASDAQ), which sells data analytics and management tools that run on cloud computing platforms such as Amazon Web Services – Ryan will give you his quick thoughts. Finally, Brennan answers a listener question on Lucara Diamond Corp. (LUC:TSX), an independent producer of large exceptional quality diamonds from its Karowe Mine in Botswana. Does this profitable diamond producer offer value – he will let you know.

We’re back, starting this week’s episode with a discussion on stock splits. Why? Alphabet (AKA Google), recently announced it will be proceeding with a 20-1 stock split, and given the company has been a long-term Focus Buy recommendation, we are here to talk about how stock splits work and why multiple analysts and financial talking heads have proclaimed this a bullish sign for Alphabet’s stock. In our Your Stock, Our Take segment, Aaron answers a listener question on Intel Corporation (INTC: NASDAQ), the world's largest manufacturer of PC microprocessors, which just announced a proposed $58 billion acquisition of Tower Semiconductor. The listener points out Intel has a low PE, pays a good dividend, appears out of favor, and asks whether we see value at present. Brennan also answers a listener question on ScreenPro Security Inc. (SCRN:CSE), a Screening and Medical Technology company that provides turnkey COVID-19 screening solutions with its alerting software, GoStop. The listener asks if we see value and growth potential in the recent listing.

We are back this week to look at the crazy volatility – mostly to the downside - in North American markets have produced to start 2022. Ryan takes a brief look at the yo-yo action in a number of well-known tech stocks over the past week including Microsoft Corporation (MSFT: NASDAQ), Alphabet (GOOG: NASDAQ) (Google), Apple Inc. (AAPL: NASDAQ), and Amazon.com Inc. (AMZN: NASDAQ) on the plus side and Netflix Inc. (NFLX: NASDAQ), Meta Platforms Inc. (FB: NASDAQ) (Facebook), PayPal Holdings Inc. (PYPL: NASDAQ) and the rest of Tech generally, on the negative side. From our mailbag, Ryan answers a question on Cathie Wood’s ARK Innovation ETF (ARKK). Aaron reviews what went wrong this week with Meta Platforms owner Facebook, the largest social media platform in the world, with 2.9 billion money active users. Meta dropped nearly 26% Thursday after the release of its fourth-quarter results – in a historical loss. Aaron, let’s you know why. Finally, Brennan answers a listener question on EcoSynthetix Inc. (ECO: TSX), which offers a range of sustainable engineered biopolymers that allow customers to reduce their use of harmful materials, such as formaldehyde and styrene-based chemicals. The stock has pulled back to start 2022 but has posted positive gains over the last year and five-year periods. Brennan examines whether the fundamentals of the business justify the gains.

Special 2022 predictions episode. Including a look back at our 2022 predictions on Bitcoin, Gold, SPACs, the U.S. & Canadian markets, Cannabis stocks, Government Handouts, and more. And we look forward to bold predictions for 2022 on Small-Cap & Dividend stocks, Brennan’s Basketball pool, the Canucks trade deadline activity, and how inflation will continue to be a hot button issue, at least for the first half of the year. In the end, we tag on a question from a listener on Fire and Flower Holdings Corp. (FAF: TSX), a technology-powered, adult-use cannabis retailer with 102 corporate-owned stores in its network. We let you know how the company screens using our criteria.

We have one final show to close out 2021 and ahead of our 2022 “predictions” show where we review last year’s predictions and make some bold predictions for the year to come. In this show, we review our recently released Special Report that included a review of every NASDAQ-listed stock with a market cap of under $2.0 billion – which is over 3,000 stocks. We will also look briefly at our just-released Canadian Tax-Loss Selling report. In our YSOT segment, Brennan reviews Skylight Health Group (SLHG:TSX), a multi-state primary care group in the United States. The company has produced strong revenue growth in 2021, but a lack of cash flow appears to be sinking this once high-flying small-cap. In our second YSOT, Aaron reviews a listener question on Algoma Steel Group Inc. (ASTL:TSX), a Canadian producer of hot and cold rolled steel sheet and plate products. The company, which recently became public once again has seen profits soar on higher steel prices – Aaron looks at the sustainability of this profitability.

After a brief hiatus, we are back to discuss our appearance at the recent Virtual Canadian Money Show including Ryan's panel discussion on investing cycles and market valuations at present. Aaron hits the mailbag to answer a question on two unique small-cap royalty-based stocks, Nova Royalty Corp (NOVR: TSX-V) and Electric Royalties Ltd (ELEC: TSX-V). Nova is a royalty company focused on providing investors with exposure to the key building blocks of clean energy – copper and nickel. Electric Royalties was established to take advantage of the demand for a wide range of commodities (lithium, vanadium, manganese, tin, graphite, cobalt, nickel, zinc & copper) that should benefit from the drive toward electrification of a variety of consumer products including cars, rechargeable batteries, large scale energy storage, renewable energy generation, and other applications. Aaron takes a look at whether the businesses are producing anything close to cash flow or significant revenues at present. Finally, Brennan discusses a listener question on how to buy big US tech firms such as Amazon, Alphabet, or Microsoft fractional shares with Canadian dollars via CIBC's new Canadian Depository Receipts (CDRs).

After a brief hiatus spent testing a new video format for the podcast we are back! Video podcasts should start to be available next week on YouTube – so stay tuned. This week, we start by discussing my recent research trip to LA at the Fall LD Micro Event. Next, we will introduce topics for our new series of Live Webinars. In our first YSOT Brennan digs into a listener question regarding VirTra Inc. (VTSI: NASDAQ), a provider of judgmental use of force training simulators, firearms training simulators, and driving simulators for the law enforcement, military, educational and commercial markets. In our second YSOT, Aaron takes a look at Alaris Equity Partners Income Trust (AD.UN: TSX), a royalty streaming company that provides alternative financing to smaller, mid-market, private companies in exchange for ongoing royalty payments. The stock yields over 7% and Aaron lets you know our take on its current valuations.

This week, in our, ask us anything segment we answer a couple of questions about your stock portfolio including how many stocks you should own and the simple process of constructing an equity portfolio. We also have 2 YSOT segments for your listening pleasure. Our first YSOT this week came in from a listener on Hollister Biosciences (HOLL: CNX), which operates as a licensed manufacturer and distributor of recreational cannabis and cannabis products, and distributes its products through an arrangement with a cannabis distributor to licensed cannabis vendors in California and Arizona. The listener believes the company is significantly undervalued; we will let you know if we agree. Our second YSOT is on HPQ-Silicon Resources Inc. (HPQ:TSX-V) - a Quebec-based silicon solutions company that offers innovative silica (SiO2), silicon (Si) based solutions and is developing a unique portfolio of high value-added silicon (Si) products sought after by battery and electric vehicle manufacturers. We take a quick look at the business.

This week, in our, ask us anything segment we answer a question on Chinese equities. We also have 3 YSOT segments for your listening pleasure. Our first YSOT this week came in from a listener on PyroGenesis Canada Inc. (PYR: TSX), which designs, develops, manufactures, and commercializes advanced plasma processes and sustainable solutions to reduce greenhouse gases (GHG). The stock which surged to just under $12 in February has dropped roughly 50% from its highs and the listener asks if it offers better value today. Our second YSOT is on PARTS iD Inc. (ID:NYSE) - the owner and operator of, among other verticals, "CARiD.com," a leading digital commerce platform for the automotive aftermarket. A listener asks if this company, which went public in late 2020 via a SPAC, is a potential buying opportunity. Our third and final YSOT is on Intuit Inc. (INTU:NASDAQ), the global technology platform that makes TurboTax, QuickBooks, Mint, and Credit Karma, and the recently acquire Mailchimp. The listener asks us if there is still an upside for this high-quality, software service giant.

This week, we get back to our Case For, Case Against Debates. The company in our crosshairs is Equitable Group Inc. (EQB:TSX), which with nearly three hundred thousand Canadian clients calls itself Canada's Challenger Bank™. Equitable Bank has grown to become the country's eighth-largest independent Schedule I bank. We flipped a coin (at least Aaron says he did) and Mr. Dunn will take the Case For, while Brennan takes the Case Against this growing financial service firm. I will sit in as judge, jury, and executioner. Our YSOT this week came in from a listener on MAV Beauty Brands Inc. (MAV:TSX-V), which operates a diversified portfolio of four complimentary personal care brands – Marc Anthony, Renpure, Cake Beauty, and The Mane Choice – offering premium quality hair care, body care, and beauty products. The listener asks us our take on the stock which we reviewed on a past show and saw it pricy. With the stock selling off, the listener wonders if it offers value today.

This week, we have one YSOT segment and, as promised, we will review a couple of unique profitable, small-cap names from our coverage that I detailed in a recent Money Talks interview. Our YSOT this week came in from a listener on Peak Fintech Group Inc. (PKK: CSE), the parent company of a group of financial technology (or Fintech) subsidiaries operating primarily in commercial lending industry within China. With the company posting very strong revenue growth and breaking into adjusted profitability, a listener asks us our take on the stock. The two companies we will be reviewing briefly today from our coverage are Dynacor Gold (DNG: TSX) and Premier Health of America (PHA: TSX-V). Dynacor is a dividend-paying industrial gold ore processor operating in Peru. The corporation is engaged in gold production through the processing of ore purchased from artisanal and small-scale miners. Premier Health uses its proprietary PSweb platform to lead the healthcare services sector digital transformation by providing a comprehensive range of outsourced services solutions centered around staffing for healthcare needs to governments, corporations, and individuals.

This week, we have three YSOT segments for your listening pleasure. The first is on IBI Group Inc. (IBG: TSX), a global provider of a range of professional services, including architecture, engineering, planning, and technology solutions. With solid earnings growth and a strong backlog, a listener asks if IBI could be an acquisition target by one of the larger engineering companies such as WSP or Stantec. Our second YSOT came from a listener on CloudMD Software & Services Inc. (DOC: TSX-V). The company is digitizing the delivery of healthcare by providing patients access to all points of their care from their phone, tablet, or desktop computer. CloudMD offers SaaS-based health technology solutions to medical clinics across Canada through the combination of connected primary care clinics, telemedicine, and artificial intelligence (AI). A listener asks if it offers value after the drop from its highs earlier in the year. Finally, in the wake of the Big Canadian Bank earnings announced this week, Aaron answers a question on National Bank of Canada (NA: TSX), which hit all-time highs this week touching above $100 a share after reporting solid quarterly numbers. Great to do the show with Michael – Ryan was that last guest on the program in radio format – so, he was honored. It will continue as a weekly podcast! We thought this week we could go over some of the topics we discussed on the general markets – next week we could even get into a couple of companies in coverage we mentioned on the show!

This week, we’ve got the band back together and are looking at listener questions on no less than 4 interesting stocks. We have three YSOT segments for your listening pleasure. The first is on Lightspeed Commerce Inc. (LSPD: TSX), a point-of-sale (POS) platform solutions provider for SMEs in the retail and restaurant industries. Lightspeed provides an end-to-end solution that integrates front-end software, back-end software, and payments. A listener asks if Lightspeed could be the next Shopify. Our second YSOT came from a listener asking us to compare two renewable stocks; Greenlane Renewables Inc. (GRN:TSX) and Northland Power Inc. (NPI:TSX). Northland is a global power producer dedicated to a long history of developing, building, owning, and operating clean and green power infrastructure assets and is a global leader in offshore wind. Whereas, Greenlane is a smaller niche company that provides biogas upgrading systems that are helping decarbonize natural gas. Aaron takes a look at each business and their value propositions at current prices. Finally, Brennan answers a question on Nova Leap Health Corp. (NLH: TSX-V), which provides in-home personal care services largely to seniors impacted by physical/mental issues that prevent fully independent living. Specifically, NLH focuses on non-medical and private pay “home care” services with most clients being seniors suffering from dementia. A listener asks us if the recent acquisition will provide a runway for growth for Nova Leap.

This week, coming off a quick vacation and some overnight Olympic viewings, Ryan is itching to get back at it. We have two YSOT segments for you. The first is on WELL Health Technologies Corp. (WELL:TSX), an omnichannel digital health company focused on empowering doctors to provide the best and most advanced care possible, while leveraging the latest trends in digital health. WELL has been highly acquisitive and recently closed another significant acquisition. A listener asks us if the recent pullback is an opportunity. Our second YSOT came from a listener on Tree Island Steel (TSL:TSX), which operates in the steel business and is primarily engaged in the manufacturing and sale of steel wire and related products for a diverse range of industrial, residential construction, commercial construction, and agricultural applications. Tree Island is a lightly traded microcap that has shown life in 2021 after a decade of moving sideways to down. A listener asks us our take on this little followed company. Finally, our Dog of the Week is a once high-flying but highly speculative micro-cap that we have warned listeners against purchasing on at least 2 previous shows - Sona Nanotech Inc. (SONA:CSE). After briefly rocketing to highs in the $16 range in 2020 on pure speculation, the company’s shares have cratered to $0.35. A listener asks us if the shares have any value after its massive drop.

This week we are going to take a look at Brookfield Infrastructure’s (BIP.UN: TSX) recently accepted acquisition of Inter Pipeline. Brookfield first made its offer in February. It was initially opposed by Interpipe’s management and faced a competing bid by Pembina pipeline. Now it appears that the acquisition is going to proceed and we will discuss if this is a good deal for Brookfield Infrastructure investors. Brennan will be taking a question from a long-term podcast listener, Dave, on CareRX Corp. (CRRX: TSX). CareRx is a provider of pharmacy services to senior homes. Dave would like to hear our analysis on the stock and how it stacks up against KeyStone’s investment criteria.

This week, coming off our Webinar Series, Summer School for your Portfolio, we are excited to take a look back and review a few of the questions answered during the past couple of weeks. We have two YSOT segments for you. The first, is a comparison between tremendous Canadian tech consolidation success story Constellation Software Inc. (CSU:TSX) and Topicus.com Inc. (TOI:TSX-V), a Netherlands-based diversified vertical market software provider, which actually spun out of Constellation earlier this year. Aaron will compare the two and look into which may offer better value and growth potential at present. Our second question also involves a comparison. A listener asked us to compare tech giants Amazon.com, Inc. (AMZN: NASDAQ) and Alibaba Group Holding Limited (BABA: NASDAQ) – Brennan will break down both businesses from a broad view and compare the growth, value, and weigh the risk factors in each stock.

This week, we are excited to be announcing the launch of our next Live Webinar Series entitled: Summer School for your Portfolio. Ryan will give a preview and some advice on how to construct your portfolio to take advantage of long-term winners. We have two YSOT segments this week. The first, Linamar Corporation (LNR: TSX), manufactures powertrains and drivelines for vehicle and power generation markets. The majority of the company’s revenue comes from the vehicle segment. A listener asks us if it offers good value as a re-opening investment with the economy continuing to open up once again. Our second question came in from a listener on a new IPO or initial public offering, Element Nutritional Sciences Inc. (ELMT: CSE), a Canadian nutraceutical company specializing in the development of science­based products for the global consumer packaged goods market, focused specifically on men and women over the age of 50. The listener asks us about the company specifically, but also if we have any recommendations regarding what information we would typically like to know about a new IPO to make an informed decision regarding investigating or even following the stock as a possible future investment?

This week, we start by revisiting one of our popular “Case For” Battles from a year ago. The battle, pits two renewable energy companies, Greenlane Renewables Inc. (GRN: TSX) and Xebec Adsorption Inc. (XBC: TSX) in a no-holds-barred cage match. Just like one year ago, Aaron takes the Bull case on Xebec, and Ryan crushes him mercilessly with the Bull case for Greenlane. May the best renewable, that Ryan is arguing for, win. Uncle Brennan sits in as judge, jury, and executioner. Our YSOT this week comes from a listener on Jack Nathan Medical Corp. (JNH: TSX-V) - an omnichannel healthcare provider that builds turnkey, barrier-free medical and dental clinics in high-density centers in Canada and internationally. The question is a follow-up to a YSOT from February of this year in which we gave a firm no to buying the company at $0.85. The stock is down over 43% since that time and a listener asks us if there is value in the current range.

This week, we start with some brief comments about the volatility in cryptos and the shift near-term from growth stocks. In our YSOT segment, we take 2 listener questions. The first is on, Vicinity Motor Corp. (VMC: TSX), a Canadian company that supplies electric, CNG, gas, and clean-diesel buses for both public and commercial enterprise use in the U.S and Canada. Great first-quarter deliveries and strong revenue growth failed to push the stock higher near-term, we take a look at why. Our second YSOT is on Brookfield Renewable Partners L.P. (BEP.UN: TSX), which operates one of the world’s largest publicly traded, pure-play renewable power platforms, consisting of hydroelectric, wind, solar, and storage facilities in North America, South America, Europe, and Asia. A listener asks if the company, which has retreated significantly of late, is well placed to capitalize on the green wave. He asks if we see value at the current price.

This week, Ryan starts by taking a look at a shift from growth to value and cyclical and how one can structure a portfolio ahead of these shifts. Our Star of the Week is no stranger to KeyStone Clients Dynacor Gold Mines (DNG: TSX), having been a Focus Buy recommendation for the past several years. On Monday, the company, which purchases ore from small-scale miners (artisanal miners) across Peru, processes it and sells the gold, reported record financial results. The unique dividend-paying gold miller has a great balance sheet and its stock has jumped over 50% this year. Congratulations to all clients who own the business – the company appears poised for a record 2021. Finally, in our Your Stock Our Take Section we answer two listener questions. The first on ADF Group Inc. (DRX: TSX), which engages in the design and engineering of connections, fabrication, industrial coating, and the installation of steel structures, as well as miscellaneous and architectural metalwork in the U.S. and Canada. The stock appears to trade at low valuations and could be facing the tailwinds from what is expected to be a strong infrastructure spending cycle, but it is the right company to participate in this potential boom? Our second question comes in on AutoCanada Inc. (ACQ: TSX) which owns automotive dealerships in Canada. The company sells 19 brands through dealerships including Chrysler, Dodge, Jeep, Ram, Audi, Volkswagen, BMW, and Nissan. The stock has booked tremendous gains since the March lows in 2020 – we let you know if it is justifiable and potentially sustainable.

This week, we start by looking at a tweet on Microsoft (MSFT: NASDAQ), which led to some interesting debates about market psychology and valuations. Our Star of the Week is no stranger to KeyStone Clients, Photon Control (PHO: TSX), having been a Focus Buy recommendation for the past 7-years. On Monday, the company, which is the leading manufacturer of fiber optic measurement solutions, announced it will be acquired for $3.60. The stock is now up over 680% since our original recommendation. Our Dog of the week is Village Farms International (VFF: TSX), one of the largest greenhouse growers in North American with total sales of over $170 million in 2020. The company grows tomatoes, cucumbers, and cannabis. Finally, in our Your Stock Our Take Section we answer a question on Cielo Waste Solutions Corp. (CMC: CSE), a Canadian company engaged in the business of refining municipal and construction waste into high-grade renewable fuels. The stock has been a highflyer this year but is the share appreciation justifiable – we will give you, our thoughts.

This week we have a One-On-One Versus Debate between two heavyweights in home improvement, The Home Depot Inc. (HD: NYSE) and Lowe's Companies Inc. (LOW: NYSE). Both have produced strong gains year-to-date driven by stay-at-home DIY projects and a great deal of free money sloshing around – we debate which is the better value today. Brennan takes Lowes and Aaron gives you his pitch for Home Depot. I will sit in as judge, jury, and executioner.

This week in Our Case For / Case Against debate we take a look at Care Cloud (MTBC: NASDAQ), a healthcare information technology company that provides a full suite of proprietary cloud-based solutions, together with related business services, to healthcare providers and hospitals throughout the United States. Brennan argues the bull case, I crush him with the bear case and Aaron sits in as judge, jury, and executioner. In our Your Stock, Our Take Segment, we answer a listener question on Northland Power Inc. (NPI: TSX), a renewable power producer which owns 2.3 GW net of generating capacity. Most of Northland’s power is offshore wind but the company also has a pipeline of onshore renewable assets. We take a look at current valuations and the company’s growth prospects into the future.

This week in Our Case For / Case Against debate we take a look at a well-run network management services provider for the mortgage lending and insurance industries, Real Matters Inc. (REAL: TSX). Despite the fact it holds a great balance sheet and the company’s record financial results in 2020, the stock has been cut in half since its highs and is flat over the past year. Aaron argues the bull case, I crush him with the bear case and Uncle Brennan sits in as judge, jury, and executioner. In our Your Stock, Our Take Segment, we answer a listener question on PowerBand Solutions Inc. (PBX: TSX-V), a well-promoted auto-fintech. PowerBand has an integrated, cloud-based transaction platform that facilitates transactions amongst consumers, dealers, funders, and manufacturers (OEMs). It enables them to buy, sell, trade, finance, and lease new and used vehicles, on any phone, tablet, or PC connected to the internet. A listener asks what to make of the company’s reported sales numbers and if the drop is an opportunity of a sign of things to come.

We have a busy show for you this week – in Our Case For / Case Against debate we take a look at unknown, high-growth small-cap, Apollo Healthcare Corp. (AHC: TSX). Apollo is one of the largest private label personal care product manufacturers which saw its sales and profitability skyrocket in 2020 as one of the 3 largest producers of hand sanitizer and private label cleaning products sold at most of the big box retailers including Costco. Aaron argues the bear case, Uncle Brennan is on the bull case and I sit in as judge, jury, and executioner. In our Your Stock, Our Take Segment, we answer a listener question on Gran Colombia Gold Corp. (GCM: TSX), which engages in the acquisition, exploration, development, and operation of gold and silver properties primarily in Colombia.

This week in Our Case For / Case Against debate we take a look at e-retail and cloud computing services giant, Amazon Inc. (AMZN:NASDAQ). Aaron argues the bear case, I crush him with the bull case, and Uncle Brennan sits in as judge, jury, and executioner. In our Your Stock, Our Take Segment, we answer a listener question on the very topical Enthusiast Gaming Holdings Inc. (EGLX:TSX), who’s principal business activities are comprised of media and content, entertainment and eSports. The stock has had a tremendous run and is growing at a high clip via-acquisition – we look into whether it is sustainable.

We have a busy show for you this week – in Our Case For / Case Against debate we take a look at Skylight Health Group Inc (SHG:TSX-V), which owns and operates a proprietary virtual telehealth platform, and a network of over 30 medical clinics across 16 states in the US, providing integrative, primary, and urgent care services to over 155,000 patients annually. In our Your Stock, Our Take Segment, we answer a listener question on the very topical AstraZeneca PLC (AZN:NASDAQ), the British-Swedish multinational pharmaceutical and biotechnology company now best known for developing one of the 3 covid-19 vaccines approved for use in Europe. The vaccine is also approved for use in Canada but, to date, not in the United States. We let you know how the business looks from a fundamental perspective and if it is an opportunity or one to avoid.

This week we are start by introducing our new Webinar series. Our Dog of the Week is Xebec Adsorption (XBC: TSX), a market darling in 2020 and to start 2021, which saw it share price drop over 60% from its highs after reporting a revenue shortfall. Xebec is a provider of clean energy solutions for renewable and low carbon gases used in energy, mobility and industry applications. The company specializes in deploying a portfolio of proprietary technologies for the distributed production of hydrogen, renewable natural gas, oxygen and nitrogen. Is the drop an opportunity or a sign of things to come? In our ask us anything, we talk about a recent survey of 1,984 adults conducted by Bloomberg, found that 1 in 10 Americans are unfamiliar with cryptocurrencies. With nearly half of the respondent’s saying that they had only heard of some of the coins, such as Bitcoin & Ethereum. And 61% of those who had heard of crypto admitted that they had no idea how it actually worked. In our Your Stock Our Take Segment, we answer a listener question on Mene Inc. (MENE:TSX-V), a Canadian Small-Cap with strong revenue growth. Mene designs, manufactures, and markets gold and platinum jewelry. Customers buy jewelry, monitor the value of their collection, and sell or exchange their pieces by gram weight at prevailing market prices.