Keystone Stock Talk Podcast

In our Your Stock, Our Take segment we take a question from a listener about the much maligned, Home Capital Group Inc. (HCG:TSX), which has recovered somewhat over the past month after trying to reassure the market of its continued solvency – is it a BUY at present?

The big story this week hit the wire early Friday morning, as Amazon announced its take over bid for WholeFoods – we will comment on that and its impact on the market. In our Your Stock, Our Take segment we take a question from a listener about the much maligned, Home Capital Group Inc. (HCG:TSX), which has recovered somewhat over the past month after trying to reassure the market of its continued solvency – is it a BUY at present? Our star of the week is also one of this week’s top stories, Whole Foods Market Inc. (WFM:NASDAQ), which jumped 29.4% after Amazon.com Inc. (AMZN:NASDAQ) announced it was buying the company for $42 per share in an all-cash transaction valued around $13.7 billion. Our dog of the week is Sears Canada Inc. (SCC:TSX) which lost 36.4% on the week after reported on Tuesday that its first quarter revenues were down 15%.

This week we will start by discussing a mixed bag of topics included the US Federal Reserves’ likely decision to raise rates this coming week and this Friday’s sell-off in big tech. In our Your Stock, Our Take segment we take a question from a listener about micro-cap stock, Medical Marijuana Inc. (MJNA:OTC-PINK), which is building a portfolio of investments in companies involved with the much hyped marijuana sector – is it a BUY at present? Our star of the week is from KeyStone’s active coverage, Sandvine Corp. (SVC:TSX), a networking equipment company, which jumped 23% this past week after it was subject to a takeover bid. Our dog of the week is New York Stock Exchange listed IDT Corporation (IDT:NYSE), which lost 21% in one day this past week after the company reported revenues grow but the business swung to a loss in its Q3 results which were hit by a charge for a legal settlement.

This week we will start by discussing a mixed bag of topics included the Canadian Dollar, energy prices and Warren Buffett’s Berkshire Hathaway annual meeting. In our Your Stock, Our Take segment we take a question from a listener about Computer Modelling Group Ltd. (CMG:TSX), a software technology and consulting company serving the oil and gas industry – is it a BUY in the current energy pricing environment. Our star of the week is from KeyStone’s active coverage and was one of our top US Growth Stock picks early in 2017, Applied Optoelectronics Inc. (AAOI:NASDAQ), a provider of fiber-optic access network products for the internet datacenter, cable broadband, fiber-to-the-home and telecom markets, which jumped 20% this past Friday after reporting stellar earnings and strong guidance. Our dog of the week is (Resolute Forest Products Inc. (RFP:TSX), which ended down 15% this past week.

This week we will start with a discussion of Trump’s proposed tax cuts and their impact on Canada. In our Your Stock, Our Take segment we take a question from a listener about Bird Construction Inc. (BDT:TSX), a general contractor in the construction industry – we let you know if the stock is a buy or sell. Our star of the week is from KeyStone’s active coverage and was one of our top Canadian Small-Cap picks heading into 2017, International Road Dynamics Inc. (IRD:TSX), a highway traffic management technology company, which jumped 50% this week after receiving a takeover bid. Our dog of the week is perhaps the most talked about company on the TSX over the past 5-days, Home Capital Group Inc. (HCG:TSX), which ended down 58% this past week.

This week, I will briefly chat about KeyStone’s upcoming DIY Seminar Series in Vancouver & Calgary. In our Your Stock, Our Take segment we take a question from a listener about TearLab Corporation (TLB:TSX), a growing optical health related small-cap – is a buy or sell. Our star of the week is, SORL Auto Parts Inc. (SORL:NASDAQ), little known auto-parts supplier in the Chinese market. Our dog of the week is former market darling Lululemon Athletica Inc. (NASDAQ:LULU), which dropped almost 20% this past week on a weak near-term outlook – is it time to be a buyer?

In light of this week’s 2017 Canadian Budget release and ballooning deficit, I will start with a bit of a rant on political promises and accountability. In our Your Stock, Our Take segment we take a question from a listener about Dynacor Gold Mines Inc. (DNG:TSX), an unconventional gold company which produces gold and silver from the processing of purchased ore in Peru – we let you know if the stock is a buy or sell. Our star of the week is, Dominion Diamond Corporation (DDC:TSX) , a Northwest Territories based Diamond Miner, which jumped this week after receiving an unsolicited takeover bid. Our dog of the week is a former star which we recently sold for a 200% gain in our Canadian Small-Cap Research, High Arctic Energy Services Inc. (HWO:TSX), which dropped 8% this week and is down over 15% from recent highs.

Once again, we have an interesting show planned for you. In our Your Stock, Our Take segment we take a question from a listener about Altius Minerals Corporation (ALS:TSX), a base-metal royalty streaming company that reported seemingly strong quarterly numbers the week – we let you know if now is a good time to buy. Our star of the week is a past recommendation from our Canadian Income Stock Research, Premium Brands Holdings Corporation (PBH:TSX), a specialty food manufacturing and distribution business, which jumped this week on record year end results. Our dog of the week is former Pharmaceutical giant, Valeant Pharmaceuticals International Inc. (VRX:TSX), a stock which is no stranger to this space and saw its shares sink to new depths this week.

Today we have a great show once again planned with three very intriguing Canadian growth stocks. In our Your Stock Our Take segment we take a question from a listener about Savaria Corporation (TSE:SIS), a great small-cap growth winner that just reported record year end numbers this past week. We take a look to see if now is the time to buy. Our Dog of the week is actually a solid stock Lumenpulse Inc. (TSE:LMP), which was unable to live up to lofty expectation for growth the market had expected over the past week and saw it's stock decline. Our star of the week is Enghouse Systems Limited (TSE:ENGH), a long time buy in our Canadian small-cap growth stock universe for over 6 years now, which reported strong 2017 Q1 results this past week sending the stock soaring.

Today we have a great show beginning with a bit of a primer on “How to make the Sell Decision” – particularly in a good stock. In our Your Stock, Our Take segment we take a question from a listener about Questor Technology Inc. (QST:TSX-V), a micro-cap which has seen its share price fall from just under $5.00 to the $0.70 range in a very tough market for energy service stocks – we take a look to see if now is the time to buy. Our dog of the week we highlight one of the worst performing stocks on the TSX over the past year and formerly the largest company by market cap less than 18-months ago, Valeant Pharmaceuticals Intl Inc. (TSE:VRX). Our star of the week is, Nutrisystem, Inc. (NTRI:NASDAQ), a provider of weight management products and services including Nutrisystem® and South Beach Diet® which reported strong fourth quarter and full year results this past week sending the stock soaring.

Today we have a packed show beginning with a preview of our upcoming Cash Rich, Profitable Canadian Small-Cap Special Report. We will chat about why we look at Cash rich stocks and what clients will find in the report. In our Your Stock, Our Take segment we look at a profitable Canadian success story, a true micro-cap, Pioneering Technology Corporation (PTE:TSX-V), one of the best performers on the TSX-Venture last year – we review whether or not it is poised for further growth in 2017 and beyond. Our star of the week is a recommendation from less than one year ago in our U.S. Growth Stock research, Applied Optoelectronics Inc. (AAOI:NASDAQ). And finally, our dog is U.S. Small-Cap Cemtrex Inc. (CETX:NASDAQ) which was subject to a controversial short report this week.

Today we have a unique show – dedicated to discussing one of our recent special reports from our Canadian Dividend Stock research on DRIPs or Dividend Reinvestment Plans. “DRIPing” can be a powerful long-term strategy – the key is to buy the right stocks, be prepared for a little DIY work, and get ready to get rich...slowly. Unfortunately, it is one of the least talked about financial strategies on Wall Street - Why? Because a DRIP can be set-up so investors pay no ongoing brokerage fees. If Wall Street isn’t getting a cut, then you are not likely to hear about it. For a long-term investor, DRIPs can be great – not only do you pay no ongoing broker fees, you can buy shares in some great companies at a discount to their price on the market (often 2-5%!). It’s like being a member of an exclusive investment club and it’s FREE.

Today have a great show – starting with a REIT - Milestone Apartments REIT (MST.UN:TSX) - we recently recommended to clients which despite currently returning us around 24% in 6-months, we are mad as all hell at the company’s takeover offer. Our star of the week is also a recommendation from less than one year ago in our U.S. Growth Stock research, Applied Optoelectronics Inc. (AAOI:NASD). The stock jumped 30% in one day recently after it preannounced strong earnings growth and is up 125% over the past year. Finally, our dog of the week, Alcobra Ltd. (ADHD:NASD), comes from the much beleaguered Pharma segment.

Today we have a mixed bag of topics to start including Amazon.com Inc. (AMZN:NASD) providing us with an excellent example of technological substitution, Canada’s decision to leave interest rates steady, and a bit of hypocrisy in an economic appointment by U.S. president elect-Trump. In our Stars and Dogs of the week we review the most well-known investment bank in North America, Goldman Sachs Group Inc. (GS:NYSE) and what remains of the best known retail names in Canada, the Hudson's Bay Company (HBC:TSX).

Today we kick off with a brief look at Black Friday sales which set the stage for the key retail season – we look at a few winners and losers from this segment including Canadian-based Spin Master Corp. (TOY:TSX) and we tease a recent recommendation – a US-based electronics toy maker which has already gained 40% this month. As well, we give a brief take on how the recent pipeline approvals by the Canadian government might affect markets. Our Star of the week is oil and finally we end with our Your Stock, Our Take segment we review a listener question on hot pot stock Aphria Inc. (APH:TSX-V).

Today we kick off with a look at how Donald Trump’s promises over the first 100 days of his presidency may affect the markets, in our Your Stock Our Take Segment we review a viewer question on a leader in the high flying Canadian Marijuana segment, Canopy Growth Corporation (CGC:TSX). And our Star of the week we review electrical weapon and body camera manufacturer TASER International Inc. (TASR:NASD) – another stock that received a Trump Bump this past week.

Today we kick off with our quick take on the US election including some sectors that got a short-term boost in the market, in our Your Stock Our Take Segment and in view of the Trump win, we review a viewer question on TransCanada Corporation (TRP:TSX). And in our Stars and Dogs of the week we review one stock that soared following the Trump win, Corrections Corporation of America (CXW:NYSE) and one that tanked, Community Health Systems, Inc. (CYH:NYSE).

Today we kick off with a preview of the OTC QX market and the construction of our US Small-Cap Discovery Portfolio in our US Growth Stock Research, in our Your Stock Our Take Segment we review a viewer question on the wildly volatile healthcare Small-Cap Nobilis Health Corp. (NHC:TSX). And in our Stars and Dogs of the week we review two Internet Behemoths, Alphabet Company (GOOG:NASDAQ) and Amazon.com Inc.(AMZN:NASDAQ).

Today we kick off with a Special Segment on the Canadian REIT sector – specifically for investors looking to earn passive income, from real estate, without the headaches of being a landlord. In our Your Stock Our Take Segment we review two listener questions – the first on TSX Venture listed People Corporation (PEO:TSX-V), a group benefits provider and TSX listed PFB Corp. (PFB:TSX), a manufacturer of insulating building products. And in our Stars and Dogs of the week we review innovated mountable and wearable camera maker GoPro Inc. (GPRO:NASDAQ).

This week, we kick off with a mixed bag of topics including some notable announcements from Rogers and our thoughts on OPEC’s agreed production cut. In our Your Stock Our Take Segment we review a viewer question on profitable and growing TSX-Venture listed specialty pharma stock BioSyent Inc. (RX:TSX-V). And in our Stars and Dogs of the week we review this year’s largest Canadian IPO, retailer Aritzia Inc. (ATX:TSX) and industrial chemical manufacturer Canexus Corporation (CUS:TSX).