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

This week in KeyStone's Stock Talk Podcast, we discuss our upcoming live-streaming Webinars. Ryan provides some words of wisdom for investing in the current market environment and we touch on a few hot topics, including: online collaboration service providers, cruise lines and Costco.

This week in KeyStone's Stock Talk Podcast, we discuss our upcoming live-streaming Webinars, Aaron Dunn's recent appearance on Michael Campbell's MoneyTalks Radio, and the current market environment surrounding the Covid-19 crisis and its implications on the economy. Plus, we touch on a few general investment themes investors are faced with while dealing with these times of economic uncertainty.

This week in KeyStone's Stock Talk Podcast we briefly answer a listener question in our Your Stock Our Take Segment but in the light of the significant global market drop, we focus on issues surrounding (1) Covid-19, (2) Drop in oil - Canadian energy producers generally, (3) Fear in the markets, and (4) How do deal with it in your 15-25 stock portofolio. In our Your Stock Our Take Segment, our question is on VitalHub Corp. (VHI:TSX-V), which develops mobile healthcare solutions that allow clinicians to access information about patients. Its technologies include blockchain, patient flow, mobile and web-based assessment and electronic healthcare record solutions. A client who loves this space, asks us if VitalHub, which recently consolidated is shares, is good value at present.

This week in KeyStone's Stock Talk Podcast, in our Your Stock Our Take Segment we answer a question on a company founded over 100 years ago. Headquartered in Hamilton and founded in 1910, Stelco Holdings Inc. (STLC:TSX), which is a low cost, integrated and independent steelmaker with modern integrated steelmaking facilities in Canada and the U.S. The listener, who is down 60% on the stock asks us our take on the company and whether it meets KeyStone’s criteria for investment. Our Dog of the Week is Dorel Industries Inc. (DII.B: TSX) a Canadian designer, manufacturer and seller of juvenile products, bicycles, and furniture. Dorel’s stock is down 11% over the past 5 trading days, 78% over the last 12 months and 90% over the last 3 years. Is there any hope near or long-term for the stock?

This week in KeyStone's Stock Talk Podcast, we discuss the current market environment that has been influence by fears from the Coronavirus and Warren Buffet's annual newsletter released to Berkshire Hathaway shareholders. In our Your Stock Our Take Segment we answer two listener questions. The first is a high growth online grocery company, Goodfood Market Corp (FOOD:TSX) – which delivers fresh meal solutions and grocery items that make it easy for 230,000 members from coast to coast to enjoy delicious meals at home every week. Our second company is one of, if not the biggest business success stories of the past couple decades, Alphabet Inc. (GOOG:NASDAQ), the world leader in online search and advertising services. The Google segment offers products, such as Ads, Android, Chrome, Google Cloud, Google Maps, Google Play, Hardware, Search, and YouTube, as well as technical infrastructure. It also offers digital content, cloud services, hardware devices, and other miscellaneous products and services. We let you know if this tech giant has more room to grow.

This week in KeyStone's Stock Talk Podcast, we answer two questions in our Your Stock Our Take Segment on two stocks that could not be more different. The first, Cryptologic Corp. (CRY:CSE) – is it a payment processor, a crypto miner, or a cannabis producer? Frankly, the company appears unsure. Nevertheless, a listener asks us if the company is worth his investment dollars. Our second company is one of, if not the biggest business success stories of the past couple decades, Amazon.com Inc. (AMZN:NASDAQ), the world's largest online retailer. The company reported approximately $365 billion in gross merchandise sales in 2019 and $281 billion in net sales. Shares in the online giant have been on a long-term tear, averaging annual returns of over 40% over the last 5 years and was up 35% over the last 12 months. Our Star of the Week is Nvidia Corp. (NVDA:NASDAQ), which focuses on personal computer (PC) graphics, graphics processing units (GPU) and also on artificial intelligence (AI). The stock was up around 16% this week and up over 80% in the past 6 months. We examine what is driving the gains and if it can continue.

This week in KeyStone's Stock Talk Podcast, in our Your Stock Our Take Segment we answer a listener question on, Freshii Inc. (FRII:TSX), a health and wellness brand, with 464 restaurants in 16 countries and 700 more points of distribution around the world. Despite a growing restaurant network and expanding retail partnerships, the company has struggled with same-store-sales growth and is trading close to all-time lows. A listener asks if the company is a potential turnaround story? Our STAR of the Week is Innergex Renewable Energy Inc. (INE:TSX), a developer, owner and operator of run-of-river hydroelectric facilities, wind energy, and solar farms in North America. In a hot alternative energy space, the stock was up around 16.5% this week and up 30% year-to-date. We examine what is driving the gains. Our Dog of the Week, Lightspeed POS Inc. (LSPD:TSX), which provides a omni-channel commerce-enabling SaaS (software as a service) platform for small and medium-sized businesses. The stock, which has been somewhat of a market darling after its 2019 IPO, dropped significantly after its Q3 results and 2020 financial outlook. We take a look at if the drop is justified or an opportunity.

Our first Your Stock Our Take is on, ZoomerMedia Limited (ZUM:TSX-V), a Canadian multimedia company targeting the 45+ aged demographic. The company owns and creates content on television, radio, in print, digital, as well as live events. A listener asks us our take on this company which screened well for him but he saw the CEO’s high compensation as an issue. Our second Your Stock Our Take is NamSys Inc. (CTZ:TSX-V), a profitable micro-cap, with a solid balance sheet that develops and sells software solutions for currency management and processing for the banking and merchant industries principally in North America. A listener asks us our take on the stock which we have profiled for several years in our Cash Rich, Profitable Small-Cap Special Report. Our Star of the Week, Tesla Inc. (TSLA:NASDAQ), which designs, develops, manufactures and sells high-performance fully electric vehicles and solar energy generation and energy storage products. The stock was up around 58% this week and up a whopping 292% in the past 6-months. We let you know if it is sustainable.

The week in KeyStone's Stock Talk Podcast we answer two questions in our Your Stock Our Take segment. The first is on Absolute Software Corporation (ABT:TSX), a provider of SaaS or software as a service-based end-point security and data risk management solutions. A listener asks us our outlook on this cash rich, profitable small-cap stock. Our second YSOT of the Week is, Uber Technologies Inc. (UBER:NYSE), the first and largest ride sharing company in the world. With the company, finally and I mean finally, coming to our hometown of Vancouver, we review the business and its potential investment merits with the stock still trading below its IPO price. Our Star of the Week, China Jo-Jo Drugstores Inc. (CJJD:NASDAQ), is a retailer and distributor of pharmaceutical and other healthcare products typically found in retail pharmacies in China. The stock was up around 20% in the last week and up 67% in the past 3-months – recent gains appear to be driven by the recent outbreak of the Coronavirus. We let you know if it is sustainable.

This week in KeyStone's Stock Talk Podcast, in our Your Stock Our Take Segment we answer a question on, AirIQ Inc. (IQ:TSX-V) which offers an intuitive web-based platform that provides fleet operators and vehicle owners with a suite of asset management solutions to reduce cost, improve efficiency and monitor, manage and protect their assets. A listener asks us if recent quarterly growth is sustainable in this profitable micro cap which just hit new 52 week highs. Our Dog of the Week, Bombardier Inc. (BBD.B:TSX), the Canadian transportation giant which, creates innovative and game-changing planes and trains (at least when they can get them finally delivered). The stock has dropped over 30% in the past week after cutting Q4 guidance and saying it may need to pull out of its JV with Airbus to build commercial jets because rising production costs threaten future returns on its investment. The stock is off 56% from its highs this past year. Our Star of the Week, TerraVest Industries Inc. (TVK:TSX), an industrial company that manufactures and sells goods and services to various end-markets including energy, agriculture, mining, and transportation. The stock was up around 13% in the last week and up 45% in the past year. We let you know what is driving it and if it is sustainable.

This week in KeyStone's Stock Talk Podcast, we answer a timely question in our Your Stock Our Take Segment on, Aphria Inc. (APHA:TSX), a licensed, Canadian-based cannabis producer. It is one of the largest cannabis stocks in Canada based on revenue and market cap. James from Abbotsford, emailed in about Aphria. He wants to know why the stock has lost so much value and what our outlook is over the next 12 to 24 months. Our Dog of the Week is, GNC Holdings, Inc. (GNC:NYSE), a company engaged in the global retail of health, wellness and performance products. The stock was down 14% in the last week and 24% this past year. Our Star of the Week is well known to KeyStone clients having been in our Canadian Growth Stock Focus Buy Portfolio for over a year now. Jumping over 20% this week alone, the company, Aritzia Inc. (ATZ:TSX), is a vertically integrated, innovative in store and online fashion retailer selling its own brands. The company currently operates 67 boutiques in Canada and 27 boutiques in the United States. Better-than-expected Q3 earnings boosted the stock over 20% to start the week and the stock is up over 45% in the past year.

In our Your Stock Our Take Segment we answer two listener questions this week. The first on a large U.S. real estate investment trust, American Tower Corp. (AMT:NYSE), which owns and leases a portfolio of approximately 170,000 cell towers globally. A listener asks us if this is the REIT is a good way to play the expansion and rollout of 5G technology. Our second Your Stock Our Take is on profitable micro-cap, Destiny Media Technologies Inc. (DSY:TSX-V), which provides software as a service (SaaS) solutions to businesses in the music industry solving critical problems in distribution and promotion. With the company posting strong revenue growth in 2019, a listener asks us our take on the stock. Our Star of the Week is cash-rich international but TSX-listed energy producer, Parex Resources, Inc. (PXT:TSX). Parex is engaged in the exploration, development, production and marketing of oil and natural gas in Colombia. The stock is up 27% in the past month – we let you know why.

This week in KeyStone’s Stock Talk Podcast we answer three listener questions in our Your Stock Our Take Segment. The first on profitable micro-cap Evergreen Gaming Corporation (TNA:TSX-V), a licensed gaming company currently operating four smaller casinos in Washington State. A listener noted its lower PE and asked if we see it as good value. Our second Your Stock Our Take is on gold giant, Barrick Gold Corp. (ABX:TSX). Barrick is one of the world’s largest gold producers, operating mines in North America, South America, Australia, and Africa. With the price of gold moving higher once again, a listener asks us how the current valuations look on this widely followed gold stock. Our final Your Stock Out Take this week and year is on PFB Corporation (PFB:TSX), a small-cap company operating in the building construction sector. PFB develops, manufactures and markets, insulation building products and technologies based on expanded polystyrene technology. The company pays a 2.6% dividend and is profitable, showing solid growth but operates in what can be a volatile building sector. A listener asks us if it offers value at present.

This week in our Your Stock Our Take Segment, we answer a listener question on Recipe Unlimited Corporation (RECP:TSX), a full-service restaurant operator with 24 restaurant brands under its umbrella including: Swiss Chalet, Harvey's, The Keg, Milestones, Montana's, East Side Mario's, and Original Joe's. A listener asks if we see value in this business. Our first Star of the Week is no stranger to KeyStone’s clients as it has been in our Canadian Focus Buy Portfolio for 8+ years - Enghouse Systems Limited (ENGH:TSX), which provides enterprise software solutions serving a variety of distinct vertical markets including Contact Centers, Networks (OSS/BSS) and Transportation/Public Safety segments. The stock jumped 21% in one day last week after the company released strong fiscal 2019 results. Our second Star of the Week is Kneat.com, Inc. (KSI:TSX-V), which designs, develops and supplies software for data and document management within regulated environments. The stock was up around 21% last week and up 155% year-to-date. We let you know why.

This week in our Your Stock Our Take Segment, we first answer a listener question on Charlotte's Web Holdings, Inc. (CWEB:TSX), a “seed to sale”, vertically integrated Cannabis company involved in all stages from production to distribution of innovative hemp-derived cannabidiol (CBD) wellness products. With the shares cut in half over the past 5-months, is this Cannabis company on-sale? Our second Your Stock Our Take question is on SS&C Technologies Holdings Inc. (SSNC: NASDAQ), which provides software products and software-enabled services to customers primarily in the financial services and healthcare sectors. A listener asks if the strong growth in recent years makes the stock a bargain today? Finally, Our Star of the Week is GlobalSCAPE Inc. (GSB:NYSE), provides secure information exchange capabilities for enterprises and consumers through the development and distribution of software, delivery of managed and hosted solutions, and provisioning of associated services. The stock was up around 15% last week and up 192% year-to-date. We let you know what is driving the jump.

This week In our Your Stock Our Take Segment we answer a listener question on The Trade Desk Inc. (TTD:NASDAQ) a global technology platform provider for buyers of advertising. While valuations appear high, the company has reported solid growth in 2019 – revenue growth was 38% in its just reported Q3 – we let you know if it is a BUY/SELL/HOLD. Our Star of the Week is, IEC Electronics Corp. (IEC:NYSE), a company that provides electronic manufacturing services (EMS) to advanced technology companies that produce lifesaving and mission critical products for the medical, industrial, aerospace and defense sectors. Strong fiscal 2019 numbers have the stock up 18% this week, 27% in the last month and 47% year-to-date. Our Dog of the Week is, OrganiGram Holdings Inc. (OGI:TSX), a licensed producer of cannabis and cannabis-derived products in Canada. The stock is down 33% in the last month and 68% from its mid-May 2019 highs. What is driving the drop and is there an opportunity?

This week, in our Your Stock Our Take Segment we answer a listener question on global technology platform and digital payments leader PayPal Holdings, Inc. (PYPL:NASDAQ) which recently released its third quarter financial results highlighted by a solid 19% revenue increase. Our first Star of the Week is no stranger to KeyStone clients having been in our Canadian Small-Cap research Focus Buy Portfolio for over 2-years is, Sangoma Technologies Corporation (STC:TSX-V), which delivers Unified Communications solutions for SMBs, Enterprises, OEMs, and Service Providers, both on-premise and in the cloud. The stock is up 25% in the last month, 78% year to date and 192% since we recommended it to clients just under two years ago at $0.72. Our second Star of the Week is a development stage company, Mustgrow Biologics Corp. (MGRO:CSE), an agricultural biotech company developing and commercializing a portfolio of natural, science-based bio-pesticides. The stock was up 27.91% last week and up over 70% since its initial public offering on the Canadian Securities Exchange just five months ago. We endeavor to find out what is driving the stock and whether it is justified or pure speculation?

Our first Star of the Week is no stranger to KeyStone’s clients having been in our Canadian Small-Cap research Focus Buy Portfolio for over 2-years is, XPEL Inc. (XPEL:NASDAQ), which provides protective films and coatings, including automotive paint protection film, surface protection film, automotive and architectural window films and ceramic coatings. The stock jumped 30% on Monday after reporting excellent Q3 financial results and is now up over 850% since we recommended it to clients at US$1.42. Our second Star of the Week is also no stranger to KeyStone’s clients as it holds a place in our US Growth Stock Research Focus Buy Portfolio, Fortinet Inc. (FTNT:NASDAQ), a pure-play cybersecurity company with a product line that unified threat management appliances, firewalls, network security, and its security platform, Security Fabric. The stock is up 10% over the past 5 days and around 25% since they released their Q3 financial results in late October. Our Dog of the Week is, Canada Goose Holdings Inc. (GOOS:TSX), a Canadian-based designer, manufacturer, and retailer of premium outdoor apparel for men, women, youth, children, and babies. The company is down 8% in the last 2 trading days, after initially dropping 15% on news that the company’s Hong Kong business would be significantly impacted by protests in the country. Is it a Dog or opportunity?

This week in our Your Stock, Our Take segment we answer a listener question on Crescita Therapeutics Inc. (CTX:TSX), a commercial dermatology company with a portfolio of non-prescription skincare products and prescription drug products for the treatment and care of skin conditions and diseases and their symptoms. A listener asks us if the recent jump in profitability makes the stock attractive. Our Star of the Week is XEBEC Adsorption Inc. (XBC:TSX-V), a provider of clean energy solutions – specifically gas generation, purification and filtration solutions for the industrial, energy and renewables marketplace. The stock was up 18.75% last week and has surged 185% year-to-date. Our Dog of the Week is, Harte Gold Corp. (HRT:TSX), an Ontario-based, gold producer through its wholly owned Sugar Zone Mine in White River Ontario. The company is down 20% in the last 2 trading days and 56% in the last 12-months in a supportive gold pricing environment. We discuss what ails the stock.

This week in our Your Stock, Our Take segment we answer a listener question on Advent-AWI Holdings Inc. (AWI:TSX-V), a company which has operated for 20-years as a specialty retailer of personal wireless and wireline communication products and services for the Rogers brand. The micro-cap is set to wind up this business and trades at just under cash value. A listener asks us if this makes it a sleeper opportunity. In our second Your Stock, Our Take segment Aaron answers a listener question on Paysign Inc. (PAYS:NASDAQ), a vertically integrated provider of innovative prepaid card programs and processing services for corporate, consumer, and government applications. A listener notes that the revenue and earnings growth has been excellent this year, but the stock has fallen off of late – is it an opportunity? Our Star of the Week is The Stars Group Inc. (TSGI:TSX), an online and mobile gaming company with poker, gaming and betting product offerings. The stock was up over 38% last week after it was announced that The Stars Group Inc. (TSGI:TSX) and Flutter Entertainment (FLTR:LSE) of Ireland, reached a business combination agreement where the two companies would merge and this would be implemented through an acquisition of The Stars Group Inc. by Flutter. Our Dog of the Week is, Secure Energy Services Inc. (SES:TSX), which provides treatments and disposal services to the oil and gas industry. The company is down 38% in the last 3 months and 21% in the last week alone. We discuss what ails the stock.

This week in our Your Stock, Our Take segment we answer a listener question on Metalla Royalty & Streaming Ltd. (MTA:TSX-V), a precious metals royalty and streaming company, engaged in the acquisition and management of precious metal royalties, streams, and related production-based interests in Canada and Australia. With gold prices higher on the year and Metalla essentially a pure-play gold and silver streaming and royalty company with a small dividend yield, a listener asks us our take on the stock. Our Dog of the Week is, Avicanna Inc. (AVCN:TSX), which focuses on the research and development, cultivation, manufacture, and commercialization of plant-derived cannabinoid-based products and extracts. Avicanna shares have been in free-fall since listing on the TSX in mid-July, dropping roughly 65%. In the last 2-weeks alone, the stock is down 45%. Is the drop an opportunity or a cautionary tale? We discuss.

This week in our Your Stock, Our Take segment we answer 2 listener questions. The first company, Quarterhill Inc. (QTRH:TSX), formerly known as Wi-LAN Inc., develops and operates a patent licensing business, provides of intelligent transportation systems, and operates a software service provider. Quarterhill recently reported a strong quarter, but the company has reported inconsistent results over the past half decade. A listener asks us our take on the stock. Our second question was in reference to Mogo Inc. (MOGO:TSX), a financial technology company which services include free credit score monitoring, identity fraud protection, digital spending account, credit services like loans, cryptocurrency trading – via its app. Finally, our Dog of the Week is, The Green Organic Dutchman Holdings Ltd. (TGOD:TSX), which produces and distributes cannabis and related products and Hemp related products – primarily, as it’s name would suggest, organic cannabis products, including organic dried cannabis, cannabis oils and edibles, fresh cannabis, and seeds for medical applications. Formerly a high flying stock, the company has seen its share price drop 10% in the last week, 23% in the last month, and 67% in the last 52-weeks. Is the drop an opportunity or a cautionary tale? We discuss.

This week in our Your Stock, Our Take segment we take a look at Quorum Information Technologies Inc. (QIS:TSX-V), a provider of dealership and customer management software and value-added services to the automotive industry. The company has performed in 2019, but pulled back slightly as of late. A listener asks us our take on the stock. Our Star of the Week is Ballard Power Systems Inc. (BLDP:TSX), which designs, develops, manufactures, sells, and services fuel cell products for a variety of applications, focusing on motive power (material handling and buses) and stationary power (back-up power, supplemental power, and distributed generation). The stock is up 10% in the past week, 20% over the last 3 months, and 104% year to date. Finally, our Dog of the Week is, Shopify Inc. (SHOP:TSX), Canada’s largest tech company by market capitalization. Shopify provides an online commerce platform for small to medium sized businesses. To be clear, the stock has been a star for much of its history, but shares are 12% in the last week and 15% from its all-time high in August. Is the drop an opportunity or a sign of things to come? We discuss.

This week in our Your Stock, Our Take segment we take a look at Hamilton Thorne Ltd. (HTL:TSX-V), which provides precision instruments, consumables, software and services to the Assisted Reproductive Technologies (ART) and developmental biology research markets. The company has performed well over the past 3-years growing revenues from the $10 million range to over $30 million annualized. The stock is flat to slightly negative over the past 52-weeks and a listener asks us our take on the current valuation multiples for the stock- is it a BUY/SELL or HOLD. Our Star of the Week is The Alkaline Water Co. Inc. (WTER:TSX-V), producer of premium bottled alkaline drinking water. The stock is up 43% in the past week after announcing that they had partnered with Centuria Foods to expand its CBD infused product portfolio. Finally, our Dog of the Week is, Eastwood Bio-Medical Canada Inc. (EBM:TSX-V), markets and distributes natural health products in North America and Asia. The stock is off 10% in the last week and 50% year-to-date. Is the drop an opportunity or a sign of things to come? We discuss.

This week in our Your Stock, Our Take we take a look at, Atlas Engineered Products Ltd. (AEP:TSX-V), a Canadian based supplier of trusses and engineered wood products. The micro-cap recently posted a very strong second quarter, has broken into profitability and has strong growth guidance for its 2019 financial results overall. A listener asks us our take. Our Star of the Week is, XPEL Inc. (XPEL:NASDAQ), a company which should be no stranger to clients having been a top buy recommendation in both our Canadian and U.S. research. XPEL is a global provider of protective films and coatings, primarily to the automotive industry. The stock was up 23% in one day last week, 40% in the last month, and is now up 518% since we recommended it to clients just under two years ago at US$1.42. Can it continue? Finally, our Dog of the Week is, Frankly Inc. (TLK:TSX-V), which provides a software platform for brands and media companies to create, distribute, analyze, and monetize their content on the web, mobile and television. The stock was down 22.31% this week and down 68.44% in the last month. More than qualifying it as a Dog. It is an opportunity or will this dog keep barking?

This week in our Your Stock, Our Take we take a look at, NameSilo Technologies Corp. (URL:CSE), a low-cost provider of domain name registration and management services with over 3 million domains and customers from approximately 160 countries. The micro-cap is now posting positive EBITDA and tremendous revenue growth, a listener asks us our take. Our Star of the Week is, Real Matters Inc. (REAL:TSX), which serves the U.S. and Canadian residential mortgage industry in two primary areas; 1) under the Solidifi brand the company offers residential mortgage appraisals and services, 2) under the iv3 brand the company offers the Canadian property and casualty insurance industry insurance inspection services. The stock is up 7.87% this week and 23.42% in the last month. Can it continue? Finally, our Dog of the Week is, HEXO Corp. (HEXO:TSX), a high growth, but currently cash flow negative licensed cannabis producer in Canada. The company ranks as one of the largest producers in the country operating with 2.4 million sq. ft of facilities in Ontario and Quebec. The stock is down 13.8% on the week and 39.8% in the last 3-months. Is it a Dog or opportunity?

This week in our Your Stock, Our Take we take a look at, Redishred Capital Corp. (KUT:TSX-V), a profitable micro-cap stock in the information destruction and security industry. Through the Proshred system and brand the company operates on-site paper shredding trucks and plant-based shredding. A listener asks our take. Our Star of the Week is, Canfor Corp. (CFP:TSX), an integrated forest products company operating two segments; Lumber, and Pulp & Paper. Over the last 12 months the stock had been nearly been cut in half, but shares jumped 61.31% this week after billionaire Jim Pattison offered to take the company private for approximately $982 million. Finally, our Dog of the Week is, Prometic Life Sciences Inc. (PLI:TSX), a revenue generating, biopharmaceutical stock with a pipeline of small molecule therapeutics under development to treat unmet needs in patients with liver, respiratory and kidney disease, including rare diseases. The stock dropped 23% yesterday, following a disappointing earnings release and is down an astonishingly 97% this year. Is it a Dog or opportunity?

This week in our Your Stock, Our Take segment we take a look at, Alacer Gold Corp. (ASR:TSX), a low-cost junior-intermediate gold producer, with two producing operations in Turkey. The company recently completed a significant sulfide production plant, at its Çöpler Gold Mine which is now set to produce 3.5 million ounces at low costs, generating robust free cash flow for approximately the next 20 years, albeit in a risky geopolitical arena. With the uptick in the price of gold, a listener asks us if Alacer is a good option going forward. Our Star of the Week is, Skechers U.S.A., Inc. (SKX:NYSE), the popular marketer and manufacturer of Skechers-branded lifestyle footwear for men, women and children. The stock was up 15.5% this week, 25.5% in the last month and is up 33% year-to-date. We let you know what is driving the move and whether it is sustainable. Finally, our Dog of the Week is, NFI Group Inc. (NFI:TSX), a global manufacturer of buses operating under several brands. NFI vehicles incorporate a wide range of drive systems including: clean diesel, natural gas, diesel-electric hybrid, and zero-emission electric (trolley, battery, and fuel cell applications). The former TSX darling has seen its share price drop 12% over the last 6 trading days and 19% over the last month. Is it a Dog or opportunity?

This week in our Your Stock, Our Take we look at, Namsys Inc. (CTZ:TSX), which offers software solutions for currency management and processing for the banking and merchant industries principally in North America. A listener asks our take on this profitable micro-cap stock. Our Star of the Week is, Silvercorp Metals Inc. (SVM:TSX), primarily a silver-producing mining company engaged in the acquisition, exploration, development, and mining of precious and base metal mineral properties in China. The stock is up 9% this week, 16.5% in the last month and is up 20% year-to-date. We let you know what is driving the move and whether it is sustainable. Finally, our Dog of the Week is, Tucows Inc. (TC:TSX), which provides Internet Domain Services and Network Access. Domain Services make for the bulk of the company's revenue through the registration fees charged to resellers in connection with new, renewed and transferred domain name registrations, the sale of retail Internet domain name registration and email services. The stock was a TSX under-the-radar star for years, but premium valuations, a recent weak quarter and lower guidance have conspired to drop the stock nearly 50% in the last 3-months. Is it a Dog or opportunity?

This week in our Your Stock, Our Take we take a look at micro-cap, BeWhere Holdings Inc. (BEW:TSX-V), a Mobile Internet of Things (M-IoT) solutions provider which is growing revenue at a significant clip. A listener asks our take on the stocks as it progresses towards potential profitability. Our Star of the Week is, The Simply Good Foods Company. (SMPL:NASDAQ), a developer, marketer and seller of branded nutritional snacking and meal replacement products. The business seems to be on trend and the stock is responding following a strong quarter released this week up 17.5% in the last 5-days and 47% year-to-date. Can it continue? We will let you know. Finally, our Dog of the Week is, CannTrust Holdings Inc. (TRST:TSX), is a federally regulated licensed producer of medical and recreational cannabis in Canada. On July 8th, CannTrust disclosed that it had gotten into hot water with Health Canada by producing more than 12 metric tons of dried cannabis in unlicensed growing facilities. Is it a Dog or opportunity?

This week in our Your Stock, Our Take we take a look at MTY Food Group Inc. (MTY:TSX), a quick service industry giant that produces strong cash flow has produced strong long-term gains for our clients. A listener asks our current take on this stock which has recently been ranked a HOLD in our coverage. Our Dog of the Week is, Canadian Premium Sand Inc. (CPS:TSX-V), an exploration stage company engaged in the silica sand industry. The stock is down 32% in the past week, 35% year-to-date, and 55% in the last 12-months. Finally, our Star of the Week is, Cascades Inc. (CAS:TSX), a leader in the recovery and manufacturing of packaging and tissue products. is up 12% over the last week and 33% over the last month. We discuss the current valuations and see if it may be a long-term opportunity.

This week in our Your Stock, Our Take segment we take a look at two unique stocks. The first has been all over the media and popping up at your local supermarket and a number of fast –food joints. The company, Beyond Meat Inc. (BYND:NASDAQ), offers a portfolio of “revolutionary” plant-based meats. The stock IPO’d at the beginning of May on the NASDAQ at $25.00 per share and has rocketed over 55% to the $165 range. The growth is great and many think the burgers are delicious but with a market cap of roughly $10 billion, it the stock good value. A listener asks us our take. Our second Your Stock, Our Take of this week is Park Lawn Corporation (PLC:TSX), which owns and operate businesses including cemeteries, crematoria, funeral homes, chapels, planning offices and a transfer service. There appears to be strong growth and a listener asks us if it offers value. Finally, our Dog of the Week is, Millennial Esports Corp. (GAME:TSX-V), is a gaming and digital media company. Millennial provides turnkey global solutions that cover gaming technology and studios, event management, research and analytics, content production, and broadcasting. One year ago, the company’s shares traded at $2.33 and at its highs briefly reached $12.30. The stock dropped to $1.13 by the beginning of 2019 and saw its shares suspended until April. Today, the shares trade for $0.20. The 50% drop in the last week make it our Dog of the Week. Is the drop an opportunity or a sign of things to come? We will discuss.

This week in our Your Stock, Our Take segment we look at Intertape Polymer Group (ITP:TSX), which manufactures and sells of a variety of paper and film-based pressure-sensitive and water-activated tapes, polyethylene and specialized polyolefin films, protective packaging, engineered coated products and complementary packaging systems for industrial and retail use. The stock pays a relatively attractive 4.16% dividend and a listener who has been watching the company for a while asks if now is the time to pick up a position. Our Star this week is Transat A.T. Inc. (TRZ:TSX), a Canadian company which specializes in the organization, marketing and distribution of holiday travel in the tourism industry. Powered by competing takeover bids from Air Canada and Group Mach Inc., shares in Transat have jumped over 160% since the end of April. Finally, our Dog of the Week is, InPlay Oil Corp. (IPO:TSX), is engaged in the acquisition, exploration, and development of petroleum and natural gas properties, and the production and sale of crude oil, natural gas, and natural gas liquids. InPlay has dropped 27% in the last month following the energy prices which has slid considerably in the last 30-days. Is the drop an opportunity or a sign of things to come? We will discuss.

This week in our Your Stock, Our Take segment we look at Information Services (ISV:TSX), a provider of registry and information management services for public data and records. The stock pays a relatively attractive 4.8% dividend and a listener who has been watching the company for a while asks if now is the time to pick up a position. This week we have two stars and the first will be no stranger to our clients as it was recommended one year ago this month. The stock, Viemed Healthcare Inc. (VMD:TSX), U.S.-based medical equipment supplier. Viemed added another 9% this week, 26% on the month and is up 90% in 2019 alone. Perhaps most importantly for our clients, it has gained 158% since our recommendation at $3.85, one year ago. Our star number two is micro-cap Electrovaya Inc. (EFL:TSX), designs and develops electrodes, separators, cells, advanced battery, and battery systems for the transportation, electric grid stationary storage and mobile markets. The stock jumped 23% this week on the back of a promising order. Finally, our Dog of the Week is a retail stock that had been a market darling since its IPO. The company, Canada Goose Holdings Inc. (GOOS:TSX), designs, manufactures, distributes and retails premium outerwear for men, women and children. This week, Canada Goose took a 31% hit in one day after it announced its 2019 fiscal results and its outlook for the current year. The stock had been trading at premium valuations and we had warned clients a number of times that any stumble or decrease in growth rate could fell the stock. Is the drop an opportunity or a sign of things to come? We will discuss.

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

KeyStone’s Your Stock Our Take: Polaris Infrastructure Inc. (PIF:TSX), Star: is Zynex Inc. (ZYXI:NASDAQ) and Boyd Group Income Fund (BYD.UN:TSX). This week in our Your Stock, Our Take segment we look at Polaris Infrastructure Inc. (PIF:TSX), is engaged in the operation, acquisition and development of renewable energy projects in Latin America. Currently, the company operates a 72 MW geothermal project located in Nicaragua and a 5 MW run-of-river project in Peru. A listener asks what we thought of the company’s recent first quarter financials and if the stock offers value at present? We have two Stars this week – both from our active client only coverage. Our first Star of the week is Zynex Inc. (ZYXI:NASDAQ), which operates currently in one primary business segment, medical devices which include Electrotherapy and Pain Management Products – the stock is up 155% in 2019 alone. Our second Star should be no stranger to KeyStone clients. The company is our longest running recommendation and the best performing stock on the Toronto stock exchange over the past decade Boyd Group Income Fund (BYD.UN:TSX). Boyd released record first quarter numbers this week that smashed expectations and the stock jumped another $12-$14 on the week.

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

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

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

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

This week in our Your Stock, Our Take segment we look at BioSyent Inc. (RX:TSX-V), a Canadian specialty pharmaceutical company. Primary product is FeraMAX®, an over-the-counter iron supplement. A listener asks if it is time to take a look at this stock again in 2019? Our Star of the week is (should be no stranger to KeyStone Clients) - Zynex Inc. (ZYXI: NASDAQ), which manufactures and sells non-invasive medical devices for pain management, stroke rehabilitation, cardiac monitoring and neurological diagnostics. Primary offering electrotherapy medical devices used for pain management and rehabilitation. The stock has surged 82% year-to-date and roughly the same amount since our BUY recommendation just over a year ago. The company recently announced that it has graduated to the NASDAQ exchange and will be announcing its 2018 annual results and outlook next week. Finally, our Dog of the week is Lassonde Industries Inc. (LAS.A:TSX), a North American leader in the development, manufacture and sale of a wide range of ready-to-drink fruit and vegetable juices and drinks. The stock is down over 13% in the last couple days. Is it a Dog or an opportunity?

This week in our Your Stock, Our Take segment we look at The Second Cup Ltd. (SCU:TSX), a Canadian specialty coffee retailer operating franchised and company owned cafes across Canada. Shares in the company have performed very poorly long-term, but a September partnership with TSX-Venture-listed National Access Cannabis (META.V) to convert select Second Cup locations into National Access Cannabis branded dispensaries is intriguing. With the company in a strategic review and looking to boost profitability, a listener asks if the stock is finally worth a look? Our Star of the week is Solium Capital Inc. (SUM:TSX), which provides cloud-enabled services for global equity-based incentive plans including administration, financial reporting and compliance. The stock surged 42%, Monday after Morgan Stanley announced it will acquire Solium's shares in an all cash transaction for $19.15. The total transaction is valued at approximately CAD$1.1 billion. Finally, our Dog of the week is HIVE Blockchain Technologies Ltd. (HIVE:TSX) - owns state-of-the-art GPU-based digital currency mining facilities in Iceland and Sweden, which produce newly minted digital currencies like Ethereum continuously as well as cloud-based ASIC-based capacity which produces newly minted digital currencies like Bitcoin. The stock is down over 85% in the last year. Is it a Dog or an opportunity?

KeyStone’s Your Stock Our Take is Lucara Diamond Corp. (LUC:TSX), our Star is Alacer Gold Corp. (ASR:TSX) & our Dog: Maxar Technologies Inc. (MAXR:TSX). This week in our Your Stock, Our Take segment we look at Lucara Diamond Corp. (LUC:TSX), an independent producer of large exceptional quality Type IIa diamonds from its 100% owned Karowe Mine in Botswana. The Karowe Mine has been in production since 2012 and is the focus of the company’s operations, development and exploration activities. A listener asks if it is a buy on the recent pullback? Our Star of the week is Alacer Gold Corp. (ASR:TSX), a low-cost gold producer, with an 80% interest in the world-class Çöpler Gold Mine in Turkey. The stock is up roughly 20% since mid-December. We consider what is driving the move and whether it will it continue. Finally, our Dog of the week is Maxar Technologies Inc. (MAXR:TSX), formerly MacDonald, Dettwiler and Associates, a space technology solutions provider which provides vertically integrated capabilities and expertise including satellites, Earth imagery, robotics, geospatial data and analytics. A repeat offender in this category – we ranked it a dog on two shows last year. One year ago, it traded for $80.43 and has dropped 89% in the past 12-months. Is it a Dog or an opportunity?

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

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

This week in our Your Stock, Our Take segment we look at Dream Industrial REIT (DIR.UN:TSX), a high yield Canadian REIT or Real Estate Investment Trust. It owns about 221 industrial properties across Canada equal to 20 million square feet of gross leasable area. The REIT is paying just under 8% and a listener asks us if it is a good investment at current prices? Our Star of the week is Questor Technology Inc. (QST.V), from or Canadian Discovery Small-Cap Portfolio, an environmental Cleantech company that focuses on clean air technologies that safely and cost effectively help eliminate greenhouse gas emission reductions. The stock jumped 39% after receiving some positive news at the US mid-term elections. Finally, our Dog of the week is Reliq Health Technologies Inc. (RHT:TSX-V), which develops innovative mobile health (mHealth) and telemedicine solutions for the community-based healthcare market, and has seen its stock drop 69% in the last 30-days after it announced that it has decided to restate certain financial information reported for the quarter ended March 31, 2018. Is it a Dog or an opportunity?

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

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

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

This week in our Your Stock, Our Take segment we look at MTY Food Group Inc. (MTY:TSX), a Canadian-based franchisor operating in the quick service food industry in both the U.S. and Canadian markets – one of the largest in this segment and a true Canadian success story that really flies under the radar. This week, the company reported remarkable strong earnings growth in its third quarter which handily beat street estimates – the stock has jumped 40% since May – a listener asks if we still like the stock. Our Star of the week is Aritzia Inc. (ATZ:TSX), a vertically integrated, innovative design house of fashion brands, which boasts over 90 stores and a solid online presence and, most importantly happens to be a favourite shopping spot for a prominent member of my household. The stock posted a nice gain this week, in what was generally a poor week for North American markets – one of the worst in recent memory. Finally, our Dog of the week is SNC-Lavalin Group Inc. (SNC:TSX), the embattled global engineering and construction company saw its stock drop 13% mid-week after it was reported – that federal prosecutors would not agree to negotiate a deal in regards to alleged illegal dealings with public officials in Libya between 2001 and 2011. The market hates uncertainty and the speculation of a trial is weighing on the stock. Is it a Dog or an opportunity?