Keystone Stock Talk Podcast

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 s

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

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 o

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. (

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

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 fina

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

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

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

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

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

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

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

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

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