Explorez tous les épisodes du podcast KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies

This Week,

• Ivanhoe Mines Ltd. (IVN:TSX) vs Copper Prices: Why the Stock Hasn't Moved
• The Real Reason Couche-Tard (ATD:TSX) Stock Fell Before Earnings

This Week,

• The Balance Sheet Secret Behind Valeura Energy Inc. (VLE:TSX) 175% Run
• Can NVIDIA Corp's (NVDA:NASDAQ) Margins Stay This High Forever?

This Week,

• NHL ETFs Explained: Investing or Gambling?
• VerticalScope Holdings Inc (FORA:TSX): The Tiny Canadian Stock We’re Watching

• This Week,

  • Strong Growth, Weak Profitability — What’s Going On With Zedcor Inc (ZDC:TSX-V)?
  • This $204M Project Could Finally Change Everything For Consolidated Water Co (CWCO:NASDAQ)

This Week,

• Thinkific Labs (THNC:TSX) Has a Massive Valuation Problem — In a Good Way?
• Royal Gold Inc (RGLD:NASDAQ): Is This the Best Way to Invest in Gold?

This Week,

• How We Identified Microsoft’s (MSFT:NASDAQ) 31% Rally
• Bowman Consulting Group (BWMN:NASDAQ) Stock: Takeover, AI Risk & Valuation Explained

This Week,

• ACM Research Inc. (ACMR: NASDAQ): The AI Memory Boom Is Driving This Stock
• CEMATRIX Corp (CEMX: TSX) Bear Vs Bull Case: A Small-Cap With Huge Q2 Growth & Net Cash

This Week,

• Why We're Still Bullish on Aritzia Inc. (ATZ:TSX)After a 700% Gain
• Is Lululemon Athletica Inc. (LULU:NASDAQ) a Turnaround Story or a Value Trap?

This Week,

• The $1.45 Billion BC Condo Bailout Bailout Explained
• Crypto Treasury Stocks Were Built on One Flaw
• MTY Food Group Inc (MTY: TSX): This 4% Dividend Stock Could Be Mispriced

This Week,

• Why Neo Performance Materials Inc. (NEO: TSX) Is Surging
• Have Canadian Telecom Stocks Bottomed?

• This Week,

  • Is West Red Lake Gold Mines Ltd. (WRLG:TSX-V) - Is This High-Risk Gold Stock Worth Buying?
  • Nova Leap Health (NLH:TSX-V) Stock Analysis: Bull & Bear Case

This Week,

• Is MDA Space (MDA: TSX) the Best Space Stock in Canada?
• Roblox (RBLX: NYSE) Stock CRASHED 57%... Is This Finally the Buying Opportunity?

This Week,

• Canadian Jobs Surge as Employment Smashes Expectations
• Sylogist Ltd. (SYZ:TSX) - Lessons From a Failed SaaS Transformation
• The Fresh Factory Ltd. (FRSH:TSXV) - Bull vs. Bear Case Following Q1 Results

This Week,

• Fortinet Inc. (FTNT:NASDAQ) Surges After Strong Earnings, Raised Guidance & AI-Driven Demand
• NeoClouds Explained - The Companies Powering AI Infrastructure

This Week,

• SpaceX (SPCX:NASDAQ) The Largest IPO in History, Looks to Head to Mars
• Thinkific Labs (THNC:TSX) Bull vs Bear - Undervalued or Value Trap?
• Canada & US Economy Breakdown - How To Invest Through Uncertainty

In This Episode,

• Digital Core REIT (DGTCF:OTC) AI Infrastructure Without Paying Nvidia Valuations?
• Babcock & Wilcox (BW:NYSE) $2.4B Contract Just Rewrote This Company’s Future
• Leidos Holdings Inc (LDOS:NYSE) AI, Cybersecurity, Defense - Triple Tailwind Stock 

This Week,

• KITS Eyecare (KITS:TSX) Still in Hyper-Growth Mode — Or About to Slow Down?
• Envela Corp (ELA:NYSE) Recommerce Company Strikes Gold, What’s Driving Its 400% Gain?
• Everspin Technologies (MRAM:NASDAQ) Up 700%, Is The Valuation Nearing "Silly Season"?
• Cal-Maine Foods (CALM:NASDAQ) What To Egg-spect From This Cash Rich Business And If It's Everything It's Cracked Up To Be.

This Week,

• Canada’s New 𝐒𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧 𝐖𝐞𝐚𝐥𝐭𝐡 𝐅𝐮𝐧𝐝: How Big Is This Opportunity?
• What Investors Need to Know About Canada's New $135B Defence Bank
• 𝐆𝐚𝐦𝐞𝐒𝐭𝐨𝐩 (𝐆𝐌𝐄:𝐍𝐘𝐒𝐄) x eBay $56B Deal — Genius or Chaos?
• 𝐀𝐥𝐢𝐭𝐡𝐲𝐚 (𝐀𝐋𝐘𝐀:𝐓𝐒𝐗) Down 20% — Value Play or Falling Knife?

This Week,

• POET Technologies Inc (POET:NASDAQ) Crashes 50% After Massive Contract Loss, What Happened?
• Vertiv Holdings Co (VRT:NYSE) Does This Hidden AI Stock Have Potential to Boost Your Portfolio?
• Is The "SaaSpocalypse" a Generational BUY Opportunity

This Week,

• Groupe Dynamite Inc (GRGD:TSX) Delivers Strong Growth — What’s Next?
• DeFi Technologies (DEFT:NASDAQ) A Bet on the Future of Digital Assets
• Byrna Technologies (BYRN:NASDAQ) Down 60% - Value or Trap?
• CEMATRIX (CEMX:TSX) Tapping Into a Major Infrastructure Trend

This Week,

• The Decade Long BUY Firan Technology Inc (FTG:TSX) Up 1500%
• Can Blue Ant Media (BAMI:TSX) Become a 3x Stock?
• How to Position Your Portfolio During Inflation
• The Next Wave of Giants: SpaceX, OpenAI & Anthropic IPO Breakdown

This Episode,

• Behind the Surge: How Argan Inc. (AGX:NYSE) Returned Over 1,000%! 
• Does Air Canada (AC:TSX) Have Room to Take-off? 
• Is Adobe (ADBE:NASDAQ) a Value Play or Value Trap?
• Should you Think about Adding Thinkific (THNC:TSX) to Your Portfolio?

This Episode,

• McCoy Global (MCB:TSX) Deep Value or Value Trap After the Dividend Pause?
• Hydrograph (HG:CSE) The Next Groupe Dynamite-Style Growth Story?
• Super Micro Computer (SMCI:NASDAQ) AI Infrastructure Leader or Valuation Risk?
• VerticalScope Holdings (FORA:TSX) A Quiet Compounder in Digital Media?

This Week,

• Docebo (𝐃𝐂𝐁𝐎:𝐓𝐒𝐗) Is This AI SaaS Name Ready for a Rebound?
• Secure (𝐒𝐄𝐒:𝐓𝐒𝐗) From Waste to Value - Infrastructure You Can Count On?
• 𝐁𝐫𝐞𝐭𝐭 𝐑𝐨𝐝𝐰𝐚𝐲 MoneyTalks Podcast on Dividend Growth Stocks
• 𝐑𝐲𝐚𝐧 answers: How many stocks should you 𝐇𝐎𝐋𝐃 in your portfolio?

In This Episode,

• Dynacor (𝐃𝐍𝐆:𝐓𝐒𝐗) Dividend Compounder in Gold?
• Corsair (𝐂𝐑𝐒𝐑:𝐍𝐀𝐒𝐃𝐀𝐐) 8x Earnings for a Gaming Powerhouse?
• Poly-Wants-A-Wager: Gambling or the Future of Finance?
• KITS (𝐊𝐈𝐓𝐒:𝐓𝐒𝐗) 20/20 Growth and the Market Share Grab in Eyewear

This Week,

• D-BOX (𝐃𝐁𝐎:𝐓𝐒𝐗) defying the box office slowdown?
• Hims & Hers Health (𝐇𝐈𝐌𝐒:𝐍𝐘𝐒E) is down 50% YTD
• Amerigo Resources (𝐀𝐑𝐆:𝐓𝐒𝐗) – Outlook for Copper
• 𝐄𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐖𝐎𝐅𝐂 𝐜𝐨𝐧𝐭𝐞𝐧𝐭 – insights you won’t find anywhere else

In This Episode!

• 𝐄𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐕𝐑𝐈𝐂 𝐂𝐨𝐧𝐭𝐞𝐧𝐭: Commonalities in the next 10x Stock
• The spike behind GURU Energy's (𝐆𝐔𝐑𝐔:𝐓𝐒𝐗) 200% Increase
• D2L Inc (𝐃𝐓𝐎𝐋:𝐓𝐒𝐗) Is it worth your investment?
• Graphene Manufacturing Group (𝐆𝐌𝐆:𝐓𝐒𝐗𝐕) too much dilution?

Blog: https://keystocks.com/market-commentary/stablecoins-the-picks-and-shovels-play-for-the-digital-asset-era/ 

In this episode

•  A fresh look at Descartes Systems Group (DSG:TSX) and the recent performance of the Canadian software leader
• Breaking down the current state of crypto and which stablecoin stands out
• Swiping through Bumble (BMBL:NASDAQ) to see if the stock is still worth the buzz
• Flying through Cargojet (CJT:TSX) to see if the stock may be ready for takeoff

In this Week's episode:

• • Keystone's annual predictions for 2026
  • A recap of our 2025 predictions, Who won?
  • Meet the newest member of Stock Talk and his bold predictions!

In this episode

• Is Amerigo (ARG:TSX) and the copper industry still viable to invest in 2026?
• An Increasing amount of AI scams and fraudulent investment traps and how to identify them.
• Should you invest in Premium Brand Holdings Corp (PBH:TSX) for a 3.3% dividend yield?

In this episode

• Where do we find value in the market comparing the magnificent 7 against the market
• Is Marvell Technology (MRVL:NASDAQ) a discount AI play, after falling over 20% YTD?
• Does Information Service Corp (ISC:TSX) have hidden value in todays market? 

In this Week's Show:

• Is Descartes Systems Group Inc. Still ‘Priced for Perfection’ After the Crash?
• ATS Corporation (ATS:TSX): Updated Review on Growth and Leverage
• Nexliving Communities Inc. (NXLV:TSXV): 2,073 Units, 4.5% NOI Growth — What’s the Outlook?

In this Week's Show:

• NEO Performance Materials (NEO:TSX) Breaks Momentum — Here’s What Happened
• Meet Greg Abel: The Canadian Taking Over Berkshire Hathaway
• Constellation Software (CSU:TSX) Drops 30% — Opportunity or Warning Sign? 

In this Week's Show:

• End of an Era: Buffett Hands the Reins to Greg Abel
• Northland Power’s (NPI:TSX) 2027 Outlook — Trouble or Turnaround?
• Is Strategy Inc. (MSTR:NASDAQ) Bitcoin Plan Falling Apart?

In this Week's Show:

• Boyd Group Services Inc. (BYD:TSX) Expands to the U.S. — Can Growth Reignite?
• Toromont Industries Ltd. (TIH:TSX): Dividend Giant or Overpriced?
• Are Canadian Banks Overvalued? The 2025 Valuation Shift Explained

In this Week's Show:

• Junior Mining Capital Is Returning — Is Major Drilling (MDI:TSX) One of the Biggest Winners?
• Is Hammond Power Solutions Inc. (HPS.A:TSX) Canada’s Best Performing Stock? Data Center Boom Ignites Next Leg
• Ad-Tech Under the Radar: Can Perion Network’s (PERI:NASDAQ) AI Pivot Unlock a Comeback?

In this Week's Show:

• Athabasca Oil Corporation (ATH:TSX): 100% Free Cash Flow to Shareholders — But Is It Enough?
• Verde AgriTech Ltd. (NPK:TSX) Soars 270% — Hype or Real Rare Earth Potential?
• Colabor Group Inc. (GCL:TSX) Collapse — Debt Spiral in Motion?

In this Week's Show:

• Is Aritzia Inc. (ATZ:TSX) the Top Canadian Retail Growth Play of 2025?
• Why Investors Are Divided on Fluence Energy (FLNC:NASDAQ) After Its Huge Run
• Double the Risk, Not the Reward: How Leveraged ETFs Really Work

In this Week's Show:

• TECSYS Inc. (TCS:TSX): Great Business, Bad Timing?
• Waste Connections (WCN:TSX) vs. Waste Management (WM:NYSE): Which Waste Stock Is Worth Holding?

In this Week's Show:

• Small-Cap Dividend Growers: A Hybrid Approach
• The Truth Behind The NameSilo Technologies Corp. (URL:CSE) Rally
• Buy Now, Pay Later… or Regret Later? Klarna Group (KLAR:NYSE) Analyzed

In this Week's Show:

• Neo Performance Materials Inc. (NEO:TSX) Doubles in 2025 — Can the Rare Earth Rally Last?
• Dirty Business, Clean Profits? Waste Management Stocks Under Review
• Dye & Durham's (DND:TSX) Acquisition Spree Backfires: High Finance Costs, Flat Growth

In this Week's Show:

• Star of the Week: Groupe Dynamite (GRGD:TSX) Outperforms, Driven by Revenue Growth & Expansion Plans
• Dog of the Week: Lululemon Athletica (LULU:NASDAQ) Cuts Guidance Amid Weak U.S. Sales
• Contract-Driven Risk? What the EchoStar Loss Means for MDA Space (MDA:TSX) Investors

In this Week's Show:

• The Power of Boring Investing: The Case For Dividend Investing
• FuboTV Inc. (FUBO:NYSE) Stock Surges on Disney Deal – Can It Last?
• Is Mullen Group (MTL:TSX) a Value Play for Canadian Dividend Investors?

In this Week's Show:

• Alphabet’s (GOOGL: NASDAQ) $85B AI Bet: Will Gemini Save Siri?
• Bitcoin Outperforms Neptune Digital Assets (NDA: TSXV) – Here’s Why That’s a Red Flag
• $11 to $25 in Months: Is AEHR Test Systems (AEHR: NASDAQ) the Next AI Stock Rocket?
• The Speculation Wave: Story Stocks & Parallels to Meme Stock Mania

In this Week's Show:

• Engineering Firm Bowman Consulting Group Ltd. (BWMN: NASDAQ) Doubles – Hidden Small-Cap Winner?
• Roblox Corporation (RBLX:NYSE): Is the Hype Justified in 2025?
• Salesforce Inc. (CRM:NASDAQ) Earnings Review – Growth, AI, and Market Risks

In this Week's Show:

• 5N Plus (VNP: TSX) Surges 50% – Is This Renewable Energy Winner Just Getting Started?
• Cipher Pharmaceuticals (CPH: TSX) Game-Changing Acquisition Driving Big Returns
• Jessica Alba’s The Honest Company (HNST: NASDAQ): Profitability Up, But Is Growth Slowing?
• Amazon (AMZN:NASDAQ) Q2 Analysis – Magnificent 7 Tech Giant’s Next Growth Phase

In this Week's Show:

• CAPE-tivating Predictions: Small Caps Ready to Outshine in a Pricey Market?
• Railway Rivalry: Is CPKC (CP:TSX) Worth the Premium Over CN (CNR:TSX)?
• Weapon Detection or Investor Deception? Xtract One (XTRA:TSX) Reviewed
• Alphabet Soars, Tesla Slips: Q2 Earnings Deep Dive

In this Week's Show:

• One Doubled Revenue, One Tripled Share Count – Firan Technology Group (FTG:TSX) vs.Simply Solventless (HASH:TSX-V)
• Is Kraken Robotics (PNG:TSX-V) Surfacing on Your Radar? Defence Spending Says It Should
• Safe Haven Play? OR Royalties Inc. (OR:TSX) vs. Gold ETFs
• Star of the Week: Rare Earths Lift MP Materials (MP:NYSE) +91%
• Dog of the Week: Biotech AI Drags Down Simulations Plus Simulations Plus (SLP:NASDAQ) -70%

In this Week's Show:

• Firan Technology Group (FTG:TSX) VS Simply Solventless Concentrates (HASH:TSX-V): Small-Cap M&A Strategies Compared
• Is Lakeland Industries (LAKE:NASDAQ) a Blazing Bargain or a Total Burn?
• Star & Dog of the Week: Groupe Dynamite (GRGD:TSX) Breaks Out, Hims & Hers (HIMS:NYSE) Breaks Down
• The Power of Dividend Investing Explained

In this Week's Show:

• Space, Solar & Semiconductors: Is 5N Plus (VNP:TSX) the Growth Trifecta?
• Opera Limited (OPRA:NASDAQ) Is Betting on Gamers – Will Wall Street Follow?
• Teaching the Market a Lesson — D2L Inc. (DTOL:TSX) Scales Smarter in EdTech
• Flat EPS, Shrinking Margins — Lululemon Athletica Inc. (LULU:NASDAQ) Pulls Back as Fashion Meets Fiscal Reality