Keystone Stock Talk Podcast

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

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

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

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

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

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

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

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

Back from the Big Smoke, the center of the Canadian Universe, Hogtown, the city of many nicknames, or as Brennan, a huge Drake fan refers to it, the six. For most of our listeners who are likely still unaware of what city I am referring to – myself and Aaron just return from Toronto where we spoke to audiences at the MoneyShow – the first time in person for 3 years – we get into our talk and highlights of the event including my take on the folly of macro forecasts. We have a big stock debate for this week as the Killer B’s (Brennan & Brett) square off in a no hold’s barred battle. In the crosshairs this week is a company founded in Brennan’s current stomping grounds, a city previously thought to be made-up, yes, Saskatoon, Saskatchewan. The company, Vecima Networks Inc. (VCM:TSX), develops hardware and software solutions for broadband access, content delivery, and telematics. The coinflip chose Brennan for the Bear case, and Brett as the Bull. Aaron will sit in as judge, jury, and executioner. In light of

We are back, having just recovered from the first week back to school and our collective laughing fits at Brennan’s favourite movie the 40-Year-Old Virgin. This week will begin with a brief discussion of the week that was and what is to come heading into this Fall – Ryan and Aaron are headed to Toronto to speak at the Money Show later this week. We have a big stock debate for you between Ryan and young padawan Brennan (that’s a Star Wars reference Brennan, not Star Trek) will face off to present the Bull & Bear Cases for Leatt Corporation (LEAT:OTC), an award winning personal protective equipment for participants of motor sports and leisure activities worldwide. The coinflip dictated Brennan take the Bear Case, while Ryan will ride the Bull Case to almost certain victory. Aaron, who if he checks his bank account while I (Ryan) am reading this should be very happy to serve as judge jury and executioner. Following his execution of Brennan, Aaron will tackle our next Legendary Investor Charlie Munger. While

The band is back together, the calendar has turned to September, and we are taking you back to school this week. In keeping with the back-to-school theme, Brennan will start by defining “The Rule of 40”, which has nothing to do with the idea that it all goes to crap after you hit 40, or his favourite movie, The 40 Year Old Virgin. The Rule of 40 is a commonly used metric when comparing SaaS companies and is a simple framework that balances revenue growth versus profit margins. Brett takes reviews one of our more popular Stock vs. Stock Battle of the past couple years which pitted two hot (at the time) renewable energy companies Greenlane Renewables Inc. (GRN:TSX) and Xebec Adsorption Inc. (XBC:TSX) against one another. Greenlane won the battle at the time, but neither met our criteria. Brett will look at where both stocks are today. Ryan will hit the mailbag and take a quick look at one of the hotter TSX Venture stocks this year, Patriot Battery Metals Inc. (PMET:TSX-V), which has seen its share price jump fr

Aaron is back from his National Lampoon style “European Vacation” surely to put our ratings in a freefall. Ryan starts this week with a brief review of the news to come out of the Fed’s meeting in Jackson Hole, and takes a look at the Q2 numbers from Snowflake Inc. (SNOW:NYSE), a high growth Data Cloud SaaS disruptor which jumped 20% last week. Aaron hits the mailbag to answer a listener question on stock-based compensation and how to incorporate it into your analysis. In our Your Stock, Our Take segment Brennan will take a look at Canadian-based telemedicine provider Reliq Health Technologies Inc. (RHT:TSX-V). A former Dog of the Week on this show back in 2018, a listener asks us to review the stock once again following is business model switching to a more recurring revenue model. Finally, Brett looks at our Star and Dog of the week. This week’s star is well-known oil & gas company ConocoPhillips (COP:NYSE). The company posted very strong Q2 numbers driven by higher energy prices. Our Dog of the Week In

Ryan is back this week from a Scottish Vacation which included Castles, Steak Pie, Castles, Haggis, Castles, a Royal Yacht, Castles, some beautiful scenery, and more Castles…it was good times. We kick of this week’s show with a brief discussion on the U.S. Federal Reserve’s annual meeting in Jackson’s Hole, Brennan will look at some meme’s around the financial term EBITDA and Ryan will remind him how BC crushed Saskatchewan (CFL) once again this past week. In our Your Stock, Our Take segment Ryan will take a look at Canadian-based point-of-sale payments processor Lightspeed Commerce Inc. (LSPD:TSX). The former market darling is down 50% year to-date and 84% from this past September. A listener asks if the stock finally offers value. Brennan will continue our series on legendary or famous investors series with a look into Kevin O’Leary, the outspoken Canadian investor’s of Dragon’s Den and Shark Tank fame who recently stated that about 25% of his portfolio is tied up in Cryptocurrencies. We also take a quick l

We are back, this week starting with a brief discussion on the strength in consumer spending as reports of recessionary fears smack us in the face. Stock Battle is back, in the crosshairs this week is Absolute Software Corp. (ABST:TSX) a provider of SaaS based endpoint security and data-risk management solutions. Brennan charges in with the Bull case while Brett tries to maul him with the Bear case. Its Alberta (Brett) versus Saskatchewan (Brennan) in a battle for provincial supremacy. Aaron will act as judge, jury, and executioner for this epic battle. In our Your Stock Our Take segment Ryan will take a look at Automation development and manufacturing company, ATS Automation Tooling Systems (ATA:TSX), which plans, designs, builds, commissions, and services automated manufacturing and assembly systems including automated products and test solutions. A listener asks us our thoughts on the company which has consistently posted strong growth over a 10-year time period. Aaron will handle our Star & Dog of the

We are back this week after rave reviews, a few crying babies, and further shock and awe at our faces-for-radio now revealed on our YouTube platform. We kick off this week’s show with a brief discussion on the strong stock market gains to end July following the worst first half in U.S. markets in 52 years. In our Your Stock, Our Take segment Ryan will take a look at a TV streaming platform Roku Inc. (ROKU:NASDAQ). The Pandemic stay at home star is down 72% year to-date and 86% from its 2021 highs. A listener asks if the stock finally offers value. Aaron is going to take you to school by looking into “Three things to never do when valuing a stock on a PE or price-to-earnings basis.” Brett is going to launch our legendary or famous investors series with a look into recent market darling Cathie Wood. Wood is an American active investment manager who is the current CEO and CIO of Ark invest, which was founded it in 2014. Incidentally, Roku is one of the top holdings in her flagship fund alongside well-known names

This week – we come to air with the sounds of Video Killed the radio star playing loudly in our heads. We are making the transition from audio to video – moving from a strict podcast to a YouTube show with interactive video, screen sharing and more and we can’t wait to expand on this format. Watch the Youtube Show HERE! This week’s show kicks off with a bang as Aaron debates Brennan in a no holds barred analyst showdown. The company in the crosshairs is Algoma Steel (ASTL:TSX) an integrated steel producer in North America with raw steel production capacity of 2.8 million tons per year. Aaron argues the Bull Case and Brennan tries to wrestle him to the ground with the Bear Case. Ryan will sit in as judge jury and executioner. Ryan will give you 6 things you need to know about the TFSA or Tax Free Savings Account including why it is not for the rich, what you can put into it and the contribution limits. Brett will handle our Star and Dog of the week. The Dog of the week is Context Logic (WISH: NASDAQ) which has

We are back with a packed show this week. Ryan will start by discussing a few great points made by legendary investor Howard Marks in his annual memos. In our Your Stock, Our Take Segment, we answer two listener questions. Aaron will answer the first on Mitek Systems Inc. (MITK: NASDAQ) which has its core business centered around mobile check deposit software and is shifting to the digital identity and fraud prevention arena’s. The growth and valuations look attractive – enough so that we included it in our recently released US technology report – Aaron answers if it is a buy at present. Brennan will then look into Block Inc. (SQ:NYSE) a global technology company with a focus on financial services – its well-known business’ include Square, Cash App, Spiral, TIDAL, and TBD. The stock is down 61% in 2022 and 76% since its highs last year. Is this high growth business finally a fundamental buy – we let you know. Finally, Brett will update us on a stock we called a cautionary tale in our last podcast, Voyager Dig

This week we are excited to be introducing a new contributing analyst to the show. Ryan will start with a brief overview of our Special U.S. SaaS / Software Stock Report which we will be releasing next week to our U.S and VIP research clients. Ryan will look at current valuations in Tech, specifically the software segment, and where valuations stand after the crash from a 10-year historical perspective. Splits are topical right now with Alphabet about do its 20-1 split, and another couple of companies in our coverage Fortinet (FTNT:NASADAQ), the cybersecurity giant and Brookfield Infrastructure (BIP.UN:TSX) conducting splits in the past couple weeks as well as the high profile splits of Apple Inc. (AAPL:NASDAQ) and Tesla Inc. (TSLA:NASDAQ) over the past year – we have fielded a number of questions in this area. Brennan will delve into the splits, perhaps trying to perform them himself, and more appropriately, what they mean for you as an investor. Finally, in his first segment, Brett will be looking at a caut

We’re back – following a week in California at the LD Micro-Cap Conference. From the approximate 200 companies attending we interviewed roughly 20 management teams and Ryan highlights a couple companies of interest including Richardson Electronics Ltd. (RELL:NASDAQ), DocGo Inc. (DCGO:NASDAQ), and DMG Blockchain Solutions Inc. (DMGI:TSX-V), as well as companies currently in coverage including Geodrill Limited (GEO:TSX), Quipt Home Medical Corp. (QIPT:TSX), and Acme United Corporation (ACU:NYSE) that we sat down with at the event.  Ryan will also look generally at the markets in light of the significant market correction which boarders on a crash in technology and risk assets. In our Your Stock, Our Take segment Brennan answers a listener question on Nutrien Ltd. (NTR:TSX), one of the world’s largest producers and distributors of potash, nitrogen and phosphate products. Is there value in the business in the current volatile environment. Finally, Aaron answers a listener question on lockdown and work from home d

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