Special Report

Core to this special report is a screened list of over 2,000 U.S. micro to small-cap stocks with positive cash flow and market capitalization of under US$1 billion. All companies were manually screened for revenue growth, profitability, balance sheet health, and valuations. Our analyst team then conducts in-depth research on ~65 stocks including statistical data that met our initial criteria to uncover profitable, growth-oriented companies which are under-followed and trade with attractive valuations. This report includes three new additions to our U.S. Small-Cap Discovery Portfolio, updates on eight stocks currently in our U.S. research, and 6 High Conviction Monitor stocks we continue to evaluate closely as businesses that could potentially find their way into either our Focus BUY or Discovery Portfolios over the next 1-2 years. Finally, we have included 12 additional Monitor reports.

KeyStone’s 2024 Canadian Dividend All-Star Report is a comprehensive analysis of the complete universe of dividend stocks in the Canadian market. We identified approximately 400 income-producing stocks listed in Canada and applied KeyStone’s rigorous criteria to find the companies that provide the best value to investors. This report contains our current Focus BUY portfolio (comprised of what we consider to be the top 18 income stocks on the Canadian market) and data on an additional 32 stocks from our Monitor List.

KeyStone’s 2023 Electrification and Renewable Power Report delivers a thorough review and analysis of companies at the forefront of the global transition towards electrification and renewable power. We began by exhaustively identifying over 1,500 publicly traded North American companies associated with these themes and applied our rigorous GARP (growth at a reasonable price) investment criteria, focusing on profitability and growth. The report is structured into five main sections: 1) Current Coverage – featuring 4 companies with a BUY/HOLD rating, 2) Top Tier Monitor List – profiling 13 industry-leading firms, 3) Additional Monitor List – outlining 20 individual stocks, 4) Electrification Sub-Markets – providing overviews and key player insights for EV Manufacturers, EV Charging, and Renewable Power Producers, and 5) Industry-Wide Data Table – presenting financial data on 37 individual stocks.

This report brief is an adjunct to our 2021 Tax Loss Selling Report and highlights a select number of stocks in KeyStone’s Canadian Small-Cap Growth Stock Coverage as well as one from our U.S. Discovery Small-Cap Portfolio (included in the updates section). The stocks have retreated from their highs of 2022 and are expected to produce better earnings in 2023 which provides potential long-term opportunities 2-5 years forward for long-term investors.

As we are well into the research process for KeyStone’s 2023 Cash Rich, Profitable Canadian Small Cap Special Report we have included updates on 5 additional stocks from coverage. The companies in this list have not necessarily seen their share prices depressed due to potential tax-loss selling, but we highlight these businesses heading into 2023 given their strong balance sheets at a time when global uncertainty is high.

The Canadian Small-Cap Opportunities report is a derivative of our ongoing research into every profitable stock in Canada annually. Our analysts pull individual names that possess growth and reasonable valuations with the potential for future growth. The report includes two companies in coverage, eight high-quality businesses we are currently awaiting attractive entry points over the next 12 months, five unique higher-risk but more speculative potential buying opportunities, and six additional companies we are monitoring. Q3 has proved to be unpredictable in the current economic climate. As such, we are proceeding with caution into Q4 and see it as appropriate to continue to MONITOR a number of names in the near term for entry points. We will release individual buy reports as we see opportunities develop.

KeyStone’s Cash Rich KeyStone’s 2022 Cash Rich, Profitable Canadian Small-Cap Special Report provides clients access to statistical data and additional analysis of 94 stocks that were pulled from over 3,500 in Canada in the course of our research into small-cap companies with strong balance sheets and current profitability from operations. The report includes 5 Cash Rich Recommendations from our Canadian Small-Cap Focus BUY Portfolio and 3 Recommendations from our Canadian Small-Cap Discovery Small-Cap Portfolio. We have included updates on 7 companies which currently rank as HOLD from our current coverage that made the list of 94 as well as 10 Cash Rich Canadian Small-Cap Top Tier Monitor List stocks that we are monitoring closely.

KeyStone’s 2022 Canadian Dividend All-Star Report is a comprehensive analysis of the complete universe of dividend stocks in the Canadian market. We identified approximately 400 dividend-paying stocks listed in Canada and applied KeyStone’s rigorous criteria to find the companies that provide the best value to investors. This report contains our current Focus BUY portfolio (comprised of what we consider to be the top 18 income stocks on the Canadian market) and data on an additional 62 stocks from our Monitor List.