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.