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

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.

This week we start our discussion with a new U.S. ETF that has been getting a great deal of attention. The VanEck Vectors Social Sentiment ETF (BUZZ) – apparently the ETF is able to “cut through the noise of millions of online conversations to identify stocks with bullish investor sentiment.” And trade them. We will give you our thoughts. Our Case For / Case Against debate is back to take a look at TFI International (TFII:TSX), a North American leader in the transportation and logistics industry, operating in Canada and the U.S. Brennan argues the bear case, Aaron has the bull case, and I sit in as judge, jury, and executioner. In our YSOT segment we answer a listener question on Cameco Corporation (CCO:TSX), one of the world's largest uranium producers. The company’s shares have performed well at the start of 2021, following renewed optimism in the nuclear power market after doing little but decline for 10-years. We will let you know if the move is sustainable.

In our Ask Us Anything segment, Brennan answers a listener question on Churchill Capital Corp IV (CCIV:NYSE) a SPAC that is set to merge with pre-revenue Electric Vehicle company Lucid Motors. Our Case For / Case Against debate is back to take a look at Air Canada (AC:TSX), Canada's largest domestic and international full-service airline. Brennan argues the bull case, I crush him with the bear case, and Aaron sits in as judge, jury, and executioner. For the third week in a row, one of our Stars comes directly from our Canadian Small-Cap Growth Stock Research. VersaBank (VB:TSX), a Canadian Schedule I chartered bank with a difference. VersaBank ranks among the world's first fully digital financial institutions. The stock was recommended to clients a couple of years ago as an alternative to Canada’s Big Banks when it traded at $7.15. VersaBank’s shares trade today at $15.80, have jumped 41% in the past 30-days, 72% year-to-date, and 120% since our recommendation – crushing the performance of the Big Banks over that period. Congratulations to clients who own the stock. The second Star is Groupon Inc. (GRPN:NASDAQ), a global voucher and e-coupon marketplace. Groupon reported its Q4 financial results on February 25th and in the four trading days since the release, Groupon’s stock has shot up nearly 60%. We look into the rally and whether or not the fundamentals suggest it should continue. Finally, in our YSOT segment we answer a listener question on Good Natured Products Inc. (GDNP:TSX-V), a high growth small-cap which produces and distributes high-performance bioplastics for use in packaging and durable product applications.

This week, we start with a brief discussion regarding Warren Buffet’s right-hand man, Charlie Munger’s, comments on trading platforms such as RobinHood. For the second week in a row our Star of the Week is a company directly from our Canadian Small-Cap Growth Stock Research. Adcore Inc. (ADCO:TSX-V), a profitable digital advertising or AdTech company, was recommended to clients 1-year ago this month at $0.69. Adcore’s share price jumped 47% this week, 138% this month, and 315% in the past year since our recommendation. Congratulations to clients who own the stock. In our YSOT segment, Aaron answers a question on TripAdvisor Inc. (TRIP:NASDAQ), one of the world’s leading travel platforms. The website and app provide travellers with more than 878 million reviews on 8.8 million hotels, restaurants, airlines, cruises and experiences. The stock has surged on optimism of travel normalizing over time – has it come too far too fast? Finally, Brennan answers a listener question on Jack Nathan Medical Corp. (JNH:TSX-V), an omni-channel healthcare provider that builds turnkey, barrier-free medical and dental clinics in high-density centers in Canada and internationally. Does its growth-by-acquisition model offer potential value? We take a look.

This week, we start by discussing the testimony from WallStreetBets, Reddit et all before the House Financial Services Committee on the GameStop issue. Back by popular demand, we start with a Case For and Case Against debate on surging small-cap, Peak Fintech Group Inc. (PKK:CSE), a Fintech service provider to the Chinese commercial lending sector. Brennan argues the bull case, I crush him with the bear case, and Aaron sits in as judge, jury and executioner. In our YSOT segment, Aaron answers a question on two REITs sent in by a listener. While both REITs, Granite Industrial REIT (GRT.UN:TSX) and BSR REIT (HOM.U:TSX) are not directly comparable, given that they operate in differing segments, Aaron lays out the valuations and some of the investment merits of each company. Finally, Brennan answers a listener question on Tecsys Inc. (TCS:TSX), a great Canadian software success story, which provides supply chain solutions that equip organizations with services and tools designed to create clarity out of the complex supply chain challenges.

To start this week, we highlight a couple of Stars from our coverage universe. The first, Sangoma Technologies Corporation (STC:TSX-V) is a Communications as a Service or (CaaS) solutions for businesses of all sizes. In the past week the company made a US$437 million transformational acquisition of Star2Star Communications, a top-ten vendor of cloud communications solutions in North America. After resuming trading Monday, the stock has jumped 35% in two days from $3.87 to $5.20. Sangoma was recommended to clients 3 years ago at $0.72 – now a 630% gain to clients – congratulations to those who own the stock! The second star of the week is CRH Medical Corporation (CRH:TSX), which saw its stock jump 80% yesterday after it was announced that Well Health (WELL:TSX) would acquire the business. In our YSOT segment we take a look at PowerBand Solutions Inc. (PBX:TSX-V). The company is a fintech provider which offers an integrated, cloud-based transaction platform facilitating transactions amongst consumers, dealers, funders, and manufacturers (OEMs). It enables them to buy, sell, trade, finance, and lease new and used, electric- and non-electric vehicles, on any phone, tablet or PC connected to the internet. Finally, Aaron Dunn will look at GameStop Corp. (GME:NYSE), and the phenomenon that is WallStreetBets. WallStreetBets and it’s forum or “subreddit” on the popular website Reddit, drove GameStop to dizzying heights on a massive short-squeeze, only to see the struggling business predictably crater. Is GameStop even worth its current price – we take a look.

We start the year off with a special 2021 predictions episode. Including predictions on Bitcoin, Gold, SPACs, the U.S. & Canadian markets, Cannabis stocks, Government Handouts, FaceBook & Google, the pandemic, Tesla, Brennan’s Case For Debate record and more. At the end we tag on a question from a listener on Nuvo Pharmaceuticals (MRV:TSX), which actually changed its name to Miravo Healthcare. Miravo is a profitable Canadian healthcare company, that target areas including pain, allergy & dermatology. We let you know how the company screens using our criteria.

This week we start with a Case for Debate on food delivery giants DoorDash, Inc. (DASH:NYSE) and Uber Technologies, Inc. (UBER:NYSE) – Aaron takes the case for DoorDash, while Brennan has the case for Uber. Ryan will act as judge, jury and executioner. We also discuss frothy valuations in the alternative energy segment on the heels of a significant acquisition by a Canadian small-cap, Xebec Adsorption Inc. (XBC:TSX-V) which was the subject of a Case For debate just two weeks ago. Finally, we take a look at a listener’s question on a recent listing, WeCommerce Holdings Ltd. (WE:TSX-V), which has tripled in the past week since its listing on the Venture exchange. The company acquires and owns a family of companies and brands in the Shopify partner ecosystem.

This week we start with a Case for Debate on a unique Canadian Small-Cap Quarterhill Inc. (QTRH:TSX) is a Canadian company that focuses on intellectual property and the Intelligent Transportation Systems industry (ITS). It is a cash rich business, which success of failure is tied to management’s ability to successfully navigate mergers and acquisitions (M&A) as well as a substantial judgment in a lawsuit against Apple (NASDAQ:AAPL). In our YSOT segment we answer a listener question on Chemtrade Logistics Income Fund (CHE.UN:TSX), which provides industrial chemicals and services to customers in North America and the World. The company looks to have an attractive dividend yield of over 13%, but it was recently cut. We let you know if it is sustainable. Our Dog of the week is CloudMD Software & Services (DOC: TSX-V), a company which is helping digitize the delivery of healthcare by providing patients access to all points of their care from their phone, tablet or desktop computer. The stock is down 35% from its October high of $3.20 per share. We let you know why.

We start with a unique segment inspired by a listener. In The Case For Debate: We highlight two growth companies from the green/renewable segment to debate. Xebec Adsorption Inc. (XBC:TSX-V) and Greenlane Renewables Inc. (GRN:TSX-V). This week, our YSOT segment is on CargoJet (CJT:TSX), a provider of time sensitive domestic network air cargo services. CargoJet’s has faced an almost perfect storm for its business in 2020 and shares have doubled once again. The stock has been a tremendous long-term performer and we look into its current valuations.

This week, our YSOT segment is on BlackBerry Limited (BB: TSX), the former undisputed heavyweight of the smartphone market, which is continuing its transformation into a provider of business security and information integration services. The stock surged over 50% at one point today on a deal with Amazon’s AWS. Is it hype or justifiable? Our Dog of the Week is Sona Nanotech Inc. (SONA:CSE), a Life Sciences company with the goal of developing and producing its own lateral flow rapid COVID-19 antigen tests. The stock, a market darling earlier in the year, is down over 92% from its highs, and 62% this week alone. We reviewed it earlier in the year in the $2.00-$2.50 range and with zero sales and only a small chance of actually selling its test kits in a tight time frame, we saw no serious investment merit long-term in the stock. With Sona cut in half, we take a look at the business once again. Our Star of the Week is Sierra Wireless (SW:TSX), an embattled Canadian-based technology company which has rebranded itself as an IoT (or Internet of Things) service provider. The stock, which has had a rough ride over the past 3-years after peaking in the summer of 2017 in the $40 range, was up 32% this week. We investigate what is driving the uptick.

This week, back by popular demand we put together another Case For, Case Against segment. In the line of fire is Ballard Power Systems Inc. (BLDP: TSX), which designs, develops, manufactures, and sells proton exchange membrane fuel cell products. Ballard’s zero-emission PEM fuel cells are enabling electrification of mobility, including buses, commercial trucks, trains, marine vessels, passenger cars and forklift trucks. We argue both sides of the BUY/SELL argument for the stock. In our Your Stock, Our Take we take a listener question on Element Fleet Management Corp. (EFN: TSX), a global fleet management company, providing world-class services and financings for commercial vehicle and equipment fleets. We investigate how the business is holding up during the pandemic lockdown. Our Star of the Week is Mogo Inc. (MOGO: TSX), a Canadian based fintech company which offers a finance app that provides a number of solutions for managing and monitoring your financial health. The stock is up 30% over the past 5 trading days, we let you know why.

This week, we start by looking at what we are calling the “normalcy trade”, sparked in part by positive vaccine news and what appears to be a Joe Biden presidency. While returning to the old normal can sound great, for the stock market it may be a case of “be careful what you wish for”. In this week’s Your Stock, Our Take segment, we take a look at two companies. The first, Pfizer Inc. (PFE:NYSE), is certainly in the eye of the storm this week after it announced positive initial results for its COVID-19 vaccine. We let you know the current valuations on Pfizer and the potential impact moving forward. Our second Your Stock, Our Take is on Richards Packaging (RPI.UN:TSX) which has found a perfect storm during the pandemic driving record earnings and pushing its share price to all time highs. We examine the growth and comment on the sustainability.

This week, on the precipice of a historic U.S. election I will start with a brief commentary on making portfolio decisions based on election outcomes. Back by popular demand we have decided to make our new Case For, Case Against segment a permanent fixture. Our head of income research, Mr. Aaron Dunn will make his highly anticipated first argument facing off against Brennan. In the line of fire is Apple Inc. (AAPL: NASDAQ), the iPhone company which should need no introduction. While the stock sold off this week after its quarterly results included a lack of forward guidance, the consumer tech giant is up 47% this year. We argue both sides of the BUY/SELL argument for the stock. With a hat tip to Movember and men’s cancer prevention and treatment, this week’s Your Stock, Our Take was sent in from a listener on Profound Medical Corp. (PRN: TSX), a medical technology company developing medical treatments with its core technology used to ablate the prostate gland. We let you know if the share price gains are justifiable based on the underlying cash flow at present.

This week, after incredibly positive feedback for our new Case For, Case Against segment we are making it a return engagement. This week, I will face off against Brennan in an epic rematch. In the line fire is, WELL Health Technologies Corp. (WELL:TSX), who’s mission is to modernize the Canadian healthcare industry by digitizing it. The stock has been on fire in 2020 and just completed an $80 million financing to continue its growth-by-acquisition strategy. We argue both sides of the BUY/SELL argument for the stock. This week’s Your Stock, Our Take was sent in from a listener on Superior Plus Corp. (SPB:TSX), which distributes retail and wholesale propane, natural gas, and liquid fuels to Canada and the U.S. as well as specialty chemicals, primarily sodium chlorate to the pulp and paper industry. Finally, our Star of the Week Pinterest Inc. (PINS: NYSE), one of the worlds largest picture sharing apps, and Brennan’s favourite way to spend a Saturday night. Pinterest has more than 400 million monthly users. The stock was up 14% over the last week, 32% over the last month and 186% since the start of the year. We let you know if it can continue.

This week, we debut a new segment pitting 2 KeyStone analysts against each other in a rapid-fire “Case For and Case Against” an individual stock. Our third analyst will act as judge, jury, and executioner to pick the winning argument. In the line of fire this week is Cannabis giant, Canopy Growth Corporation (WEED:TSX). This week’s Your Stock, Our Take was sent in from a listener on Constellation Software Inc. (CSU: TSX), a great Canadian success story and capital compounder which manages and builds industry specific software. Finally, our Star of the Week is VitalHub Corp. (VHI:TSX-V), which develops mobile healthcare solutions that allow clinicians to access information about patients. The stock is up over 20% in the last 5 days and 90% in the last three months. We let you know if it can continue.

This week we kick off with a brief discussion on SPACs. With everyone from hedge fund manager Bill Ackman and Oakland Athletics general manger Billy Beane to former Trump economic adviser Gary Cohn, former U.S. House Speaker Paul Ryan and LinkedIn co-founder Reid Hoffman, backing SPACs. And, Virgin Galactic, DraftKings and Nikola Motor Co. all going public through a SPAC. The SPAC has come mainstream. We let you know what they are and if they are a unique opportunity. Our first Your Stock, Our Take is on Netflix Inc. (NFLX: NASDAQ), the largest video streaming company in the world. A listener asks us how the shutdown, with more people staying at home and watching video, has impacted Netflix and whether we would buy the company at the current price? Our second Your Stock Our Take was sent in from a listener on ParkLawn Corp. (PLC: TSX), one of the largest providers of deathcare products and services in North America with operations in 5 Canadian provinces and 15 U.S. states. The listener notes ParkLawn has continued to make acquisitions during the pandemic and whether it is a long-term growth opportunity.

This week in our Your Stock, Our Take segment we start by taking a listener question on The Joint Corp. (JYNT:NASDAQ), a franchisor of clinics and an operator of clinics in certain U.S. states. While still a small-cap, the company has more than 550 locations nationwide and over seven million patient visits annually, making The Joint Chiropractic a key leader in the U.S. chiropractic industry. Hit by the global shutdown, the business has a track record of growth and its stock continues to perform well. We take a dive into current valuations and see if the growth can continue. Our second Stock pick is Converge Technology Solutions (CTS: TSX-V), a Hybrid IT solution provider (ITSP) with operations in the United States and Canada focused on delivering high quality hardware, software, and managed services solutions to corporate and government institutions. A listener asks us our take on the stock. Finally, our Star of the Week is SolarEdge Technologies (SEDG: NASDAQ), a stock which entered our coverage at BUY when the stock traded at $107 just 5-months ago and today has jumped 148% to close today at $265.00. SolarEdge designs, develops and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations. We review operations and what has led to the huge share price gains in the past 5-months since our recommendation.

This week in our Your Stock, Our Take segment we start by taking a listener question on one of the leading online groceries in Canada, Goodfood (FOOD: TSX). The stock is up 24% over the last 5 trading days and up approximately 200% since the start of the year – we let you know why and if there is further potential in the stock. Our second YSOT is NorthWest Healthcare Properties REIT (NWH.UN: TSX), which holds 183 properties under management with a 97.3% occupancy rate. Its asset mix is around 55% hospitals & healthcare facilities and around 45% medical office buildings. The stock pays a strong 7% yield, and we let you know if it has growth potential. Our final YSOT comes in from a listener in reference to profitable Canadian micro-cap RIWI Corp. (RIWI: TSX-V). RIWI is an intriguing global trend-tracking and prediction technology firm, with a solid balance sheet and a focus on growing its recurring revenue base. A listener asks us if the company’s shares remain an opportunity.

This week in our Your Stock, Our Take segment we start by taking a listener question on Canadian communication companies. Specifically, whether Telus Corporation (T: TSX), is a good dividend/growth investment at its current price. Our second YSOT comes in from a listener on StorageVault Canada Inc. (SVI:TSX-V), which owns, manages, and rents self-storage and portable storage space to individual and commercial customers. A listener asks us our take on whether the stock remains a good growth opportunity. Finally, our Dog of the Week is Nikola Corporation (NKLA: NASDAQ), a stock we took a hard pass on earlier this year when it was included as a question in our YSOT segment. Nikola, which purportedly designs and manufactures battery-electric and hydrogen-electric vehicles, saw its founder, Chairperson, and largest shareholder, Trevor Milton, step-down amid allegations, he hasn’t exactly been truthful with investors. The stock dropped 20% on the day and is off 79% from its June highs.

This week in our Your Stock, Our Take segment we start by taking a listener question on Yamana Gold Inc. (YRI: TSX), a dividend paying, Canadian gold producer with a stable of exploration and development-stage projects located throughout the Americas. The second stock pick comes in from a listener on Vibe Bioscience Ltd. (VIBE: CSE), a micro-cap US-based Cannabis business with the goal of becoming a vertically integrated operator. We let you know if it looks like a contender or pretender. While it would have been a Dog last week, this week’s volatile Star is Tesla (TSLA: NASDAQ) is a vertically integrated sustainable energy company. The company is best known as the largest electric vehicle manufacturer in the world with global deliveries of 367,000 vehicles in 2019. We let you know our take on the current valuations.

We have a packed show for you this week. We start by looking at Thursday’s sell-off on the heels of new record highs for the S&P 500 and NASDAQ. In our Ask Us Anything segment we answer a listener question on how to use SEDAR, a useful but awkward tool for looking at all documents filed by every public company in Canada. In our Your Stock, Our Take segment start by taking a listener question on Canadian Small-Cap dividend payor, Pivot Technology Solutions (PTG: TSX). Pivot is an IT (information technology) infrastructure and service provider. The listener asks whether its high 8.5% dividend yield is sustainable if Pivot passed KeyStone’s growth and value criteria? Finally, after our appeal for questions on gold related growth and value stocks, we have been flooded with listener questions and put together a quick segment on some of the more frequently submitted gold names including SandStorm Royalty (SSL:TSX), Premier Gold Mines (PG:TSX), and Roxgold (ROXG:TSX).

This week in KeyStone’s Stock Talk Podcast, we pose the question as to whether the Stock Market is Showcasing Economic Reality, as the S&P 500 hits all-time highs after a rapid V-shaped recovery from the initial COVID-19 induced sell-off. In our Your Stock, Our Take segment we start by taking a look at Canadian micro-cap, C-COM Satellite Systems Inc. (CMI:TSX-V), a leading global provider of mobile auto-deploying satellite antenna systems. A listener who had made a great return on our recommendation on the stock in the past, asks us our take on the stock today. Our second YSOT, is a significantly larger business, US-based Yeti Holdings Inc. (YETI:NYSE), a global designer, retailer, and distributor of premium outdoor products. The stock, which went public in October of 2018 at $17.00, has seen its share price jump 209% since this time. A listener asks how the company’s current valuations stack up to our models. Our third question came in on GFL Environmental Inc. (GFL:TSX), a large cap, environmental services company in North America, providing services such as non-hazardous solid waste management, infrastructure & soil remediation and liquid waste management throughout Canada and in 23 states in the United States. A listener mentioned seeing a “Short Report” on this relatively newly listed public company and asked us our take on the stock from a fundamental perspective.

This week in our Your Stock, Our Take segment we take a look at a unique green power producer, Boralex Inc. (BLX:TSX). The company develops, builds and operates renewable energy power facilities in Canada, France, the United Kingdom and the United States. We recently reviewed the stock for our upcoming Renewable Power Report and a listener asks us our take on the business. Our Star of the Week is XPEL Inc. (XPEL:NASDAQ), a stock which KeyStone clients are very familiar with as it has been a strong buy recommendation in our Canadian Small-Cap or Growth Stock and US Growth Stock coverage for just under 3-years. XPEL, which provides protective films and coatings, including automotive paint protection film, surface protection film, automotive and commercial/residential window films, and ceramic coatings, has seen its share price jump 79% this month, 373% in the last year and 1,920% since we recommended it at $1.42 less than 3-years ago. XPEL reported better-than-expected second quarter results which boosted the stock. Congrats to all clients who owned the stock. Finally, our Dog of the Week is Canadian based financial technology, or fintech, company. Mogo Inc. (MOGO:TSX). Mogo’s stock price is down about 18% over the past 5 trading days, after it announced mixed quarterly results this past week. Shares are off about 32% over the past year.

This week in our Your Stock, Our Take segment we take a look at two unique businesses sent in by listeners. The first, micro-cap, CEMATRIX Corporation (CVX:TSX-V) manufactures and supplies cellular concrete products developed from proprietary formulations across North America. A listener asks how the shutdown has affected business and if we think the company is a good way to play potential government infrastructure spending post shutdown. Our second YSOT is on Canadian digital media and marketing company, Yellow Pages Limited (Y:TSX). Yellow Pages local online properties including YP.ca, Canada411 and 411.ca. The company also continues to publish the Yellow Pages print directories, despite the fact that even most rotary phone aficionados appear to have graduated to something known as Google.

This week begins with a preview of our upcoming Canadian Alternative / Green Energy & Sector Report. In our Your Stock, Our Take segment we take at the ridiculous movement of shares in Eastman Kodak Company (KODK:NYSE) over the past week. Most of our listeners will know of the storied company well, for those that do not, Kodak is a global technology provider focused on print and advanced materials and chemicals. Our Star of the Week is no stranger to KeyStone Clients, having been recommended and sold for a 400% gain, then re-recommended just 5-months ago to clients. The company, Photon Control Inc. (PHO:TSX), primarily designs and produces precision temperature and position sensors used by semiconductor wafer fabrication equipment (WFE) manufacturers. The stock is up 25% this past week and 156% in the last 5-months since our re-recommendation. Our Dog of the Week is SIR Royalty Income Fund (SRV:TSX), owns a portfolio of 60 restaurants in Canada. SIR's Concept brands include: Jack Astor's Bar and Grill®, with 38 locations; Scaddabush Italian Kitchen & Bar® with 10 locations; and Canyon Creek®, with five locations. The stock is off 13% in the past 5-days and 70% year-to-date.

This week we start with M&A activity or lack thereof over the first 6-months of the year and what that could mean for the balance of 2020 and into 2021. In our Your Stock, Our Take segment we take a look at an interesting renewable energy finance company. The company, RE Royalties Ltd. (RE:TSX-V) which acquires revenue-based royalties from renewable energy generation facilities by providing a non-dilutive financing solution to renewable energy generation and development companies. Our Star of the Week is Westport Fuel Systems Inc. (WPRT:TSX), a transportation technology company, which engages in the engineering, manufacture, and supply of alternative fuel systems and components. The stock was hit hard by the Covid-19 pandemic earlier this year but is up over 37% in the past five trading days. We let you know what is driving the rebound. The first time ever Aaron will be hosting a Live Dividend Growth Stock Focussed Webinar on July 28th at 7pm Pacific.

This week we start by talking dividend stocks and specifically dividend growth stocks. Why they are right for your portfolio, particularly in this environment. And we intro a new Webinar dedicated to this topic. In our Your Stock, Our Take segment we take a look at two interesting companies. The first, Transalta Renewables (RNW:TSX), a renewable independent power producer. With the stock paying a 6.3% dividend a listener ask us the sustainability of that dividend and the growth potential for the business. Our second YSOT is on CloudMD Software & Services Inc. (DOC:TSX-V), a company which is helping digitize the delivery of healthcare by providing patients access to all points of their care from their phone, tablet or desktop computer. Telemedicine applications are hot, and a listener asks whether CloudMD’s revenue growth is leading to strong profit growth as well. We let you know how this small cap is progressing.

This week we will begin by briefly touching on an article detailing how, and I quote, “Subprime Canadian borrowers are weathering the crisis just fine.” How Joe Bidens tax plan could affect US markets. In our Your Stock, Our Take segment we take a look at three interesting companies. The first, Gatekeeper Systems Inc. (GSI:TSX-V), a provider of intelligent video solutions for public transport and smart cities. We have two “Stars” for listeners this week. The first, should be no stranger to KeyStone clients being the first Cannabis related stock we ever recommended just in December/January of the past year. The company, Trulieve Cannabis Corp. (TRUL:CNX), is a vertically integrated "seed-to-sale" company and is the first and largest fully licensed medical cannabis company in the State of Florida. Trulieve’s shares have surged 30% in the past week. Our Second star is, NexTech AR Solutions Corp. (NTAR:CSE), which develops and operates augmented reality solutions. The stock is up 70% in the past week. We let you know if it continues to be an opportunity or a potentially dangerous investment at present.

This week we will begin by briefly revisiting our discussion on FaceBook (FB:NASDAQ) from last week, we will touch on electric car manufacturer Tesla overtaking Toyota as the world’s most valuable car manufacturer by market cap, and Warren Buffett’s first significant purchase since COVID-19. In our Your Stock, Our Take segment we take a look at three interesting companies. The first, MediPharm Labs (LABS:TSX-V), once a singular standout in terms of profitability in the Canadian Cannabis sector, has lost 70% of its value in 2020 – is it an opportunity or value trap? In our second segment, Aaron will be running a comparison on NVIDIA Corporation (NVDA:NASDAQ), and Advanced Micro Devices Inc. (AMD:NASDAQ). NVIDIA is leading designer of graphics processing units (GPUs) which are used in high-end PCs for gaming, data centers as well as AI and machine learning applications. For its part, Advanced Micro Devices produces microprocessors for the computer and consumer electronics industries with the majority of the sales are in CPUs and GPUs.

This week in KeyStone’s Stock Talk Podcast, we continue our discussion of the stock market’s coming potential “lost decade”. We take a look at this concept in reference to the Schiller PE and if the Market is Cheap or Expensive at present. In our Your Stock, Our Take segment we take a look at a couple of small-cap companies sent in by listeners, including a dividend payer and one cash rich technology play. The first, Decisive Dividend Corporation (DE:TSX-V), is an acquirer of diverse profitable companies including everything from a wood and gas stove business to and air blast sprayers and a business that provides products to the cement, mining, oil and gas, aggregate, and coal industries. The second is, Quarterhill Inc. (QTRH:TSX), historically an IP licensing business which is now focusing on the acquisition and management of technology companies that provides products and services worldwide. Finally, our Dog of the week, FaceBook (FB:NASDAQ), which needs no introduction. Mark Zuckerberg’s social media giant has come through the pandemic well, but is facing significant challenges near-term – Aaron discusses the impact on the stock.

This week in KeyStone’s Stock Talk Podcast we start by discussing the idea that the market may be headed for a ‘lost decade’. The idea, while not new, was brought front of mind this week in a note from Bridgewater, the largest hedge fund manager in the world. We also circle back on last weeks thoughts about the surge in Day Trading activity as the author of the book "A Random Walk Down Wall Street" cited the same study we noted in our episode last week as evidence day trading is not a smart idea for the average investor. In our Your Stock, Our Take segment we take a look at a couple of highly published names from the past several weeks. The first, Nikola Corp. (NKLA:NASDAQ), the would be designer and manufacturer of electric and fuel cell vehicles including semis and trucks, with no sales that recently IPO’d on the market and holds an astonishing $24 Billion current market cap. The second is the embattled and debt-heavy Hertz Global Holdings, Inc. (HTZ:NYSE), which saw its stock crater over this year, but somehow bounce when it filed for bankruptcy. It appears the rout in the stock is back on – we let you know if there is any hope.

This week in KeyStone’s Stock Talk Podcast we start by discussing the hot topic that so-called, Robinhood traders are responsible for the V-shaped recovery we have seen in the market since COVID-19. In our “Ask Us Anything Segment”, we take a listener question on how to get an advantage investing in small-caps and we provide an example of how we used this tool to re-recommend profitable Small-Cap, Photon Control (PHO:TSX) to clients which has nearly doubled in the past 2-months. Our Dog of the Week is the embattled Cineplex Inc. (CGX: TSX), Canada’s largest movie theatre chain. The stock fell 17% today, after global movie theatre giant Cineworld (CINE:LSE) announced that it would not be following through with the $2.8 billion acquisition of Cineplex, initially announced in December of last year. Finally, in our Your Stock Our Take Segment we answer a listener question on micro-cap Thermal Energy International Inc. (TMG:TSX-V), which is engaged in the development, engineering and supply of pollution control, heat recovery systems, and condensate return solutions, which can help their customers increase facility efficiency and reduce energy consumption.

This week in KeyStone's Stock Talk Podcast we do a traditional Star and Dog of the Week while introducing a comparison segment of two hot Canadian tech stocks. Our Star of the Week is Mav Beauty Brands (MAV:TSX), a personal care company which sells hair care, body care and beauty products. The stock, which had been on a downward trend since its IPO in June of 2018, has rebounded over 45% in the past 5 trading days. Our Dog of the Week is Slack Technologies Inc. (WORK: NYSE), a business communication and remote work collaboration platform which offers features, including persistent chat rooms, private groups, and direct messaging. The stock which had performed relatively well during COVID-19, is down nearly 20% over the past 3-days. We let you know why. Our quick comparison this week pits two hot mid-sized Canadian Software companies against one another – the first, Kinaxis (KXS:TSX), creates supply chain software while the second, Enghouse Systems (ENGH:TSX), is no stranger to our clients.

This week in KeyStone's Stock Talk Podcast we discuss two very different but equally topical stocks in our Your Stock Our Take Segment. The fist company is one of the Big 5 Canadian Banks, The Bank of Nova Scotia (BNS:TSX), which reported its Q2 2020 earnings this week. ScotiaBank, who’s shares have dropped significantly year-to-date in 2020 along with Canada’s other big banks, saw its quarterly earnings plunge 41% after the lender set aside a record amount for loan losses, giving investors their first indication of how the COVID-19 pandemic will affect Canadian banks. We give our quick take on the stock following the earnings numbers. The second company is high growth leading game live streaming platform in China, “HOOYA” HUYA Inc. (HUYA:NYSE). The company cooperates with e-sports event organizers, as well as major game developers and publishers, and has developed e-sports live streaming as one of the most popular content genres on its platform.

This week in KeyStone's Stock Talk Podcast, we discuss our recent series of Crisis Portfolio Building Webinars. We highlight Sona Nanotech (SONA:CSE), a speculative healthcare stock to be cautious about and contrast it to Viemed (VMD:TSX) and Hamilton Thorne (HTL:TSX-V). Finally, Aaron provides insight into the oil sector, addressing Crescent Point Energy (CPG:TSX) and Canadian Natural Resources (CNQ:TSX) and discusses whether oil presents any current investment opportunities.