Our Small-Cap Research Service provides serious investors with specific BUY/SELL/HOLD advice on undervalued micro, small, and mid-cap growth and value stocks. Real companies, producing real revenue and earnings growth, trading at low prices – How do we do it? We simply dig deeper and search further into areas where traditional big bank or large institutional research will not look – providing you with independent first coverage on some of Canada’s fastest growing small-cap stocks. Our independent analysts have a very successful track record (link to track record page) of recommending small-caps with tremendous upside potential, before the broader financial arena.
We are investors, not traders. We recommend you buy businesses, not stock symbols.
A New Twist on Time Tested Research Methodology
On the heels of the 2008 financial crisis and the past decade (2000-2010) where investors saw their dollars invested in major North American indexes including the S&P 500 post negative returns in the range of -23%, investors are looking for better solutions for their portfolios.
Traditional mutual funds and jack-of-all trade financial advisors do not cut it anymore. Equities (stocks) form the most important component of your portfolio. For investors with beyond a 10 year horizon, equities can often comprise around 70% of your portfolio and should be responsible for the majority of the growth within your portfolio. Moreover, for those close to or in retirement (link to our income service), the dividends provided by strong, cash flow positive equities can provide the income necessary to supplement your existing pension or other income vehicles.
Trusting all of this critical growth area of your portfolio to traditional financial advisors whose knowledge is stretched thin between his or her retirement, insurance, estate planning, and taxation responsibilities or to traditional fund managers, who charge too much and continually underperform the market, just does not make sense.
At KeyStone, all we do is stocks. We are not financial planners, we do not perform financings for the companies we research, we simply search for the best small-cap growth and income producing stocks for your portfolio. It is a different model, but we believe it is the best one out there and our long-term clients agree (link to testimonials page).
KeyStone continues to use a simple, but highly effective strategy – literally poring over the financial statements of 1,000s of potential investments to target low priced, profitable stocks before the broader market identifies their tremendous growth potential. We interview management and continue to follow them on your behalf, giving you specific BUY/SELL/HOLD advice designed to help you profit long term as an “investor,” not as a speculative trader.
You want growth, your portfolio needs growth, but you want a level of safety with that long-term growth. We help you buy profitable, underfollowed small-cap stocks to help provide you with that growth, at great prices.
How do we do it? – The Proof is in over a Decade of Excellent Results
| Year | Average Return | Date |
| 2023 | 32.35% | Jan 26, 2024 |
| 2022 | -4.02% | Jan 27, 2023 |
| 2021 | 4.56% | Jan 28, 2022 |
| 2020 | 88.22% | Jan 22, 2021 |
| 2019 | 30.60% | Jan 24, 2020 |
| 2018 | 23.05% | Jan 25, 2019 |
| 2017 | 34.04% | Jan 26, 2018 |
| 2016 | 15.39% | Jan 22, 2017 |
| 2015 | 14.71% | Jan 22, 2016 |
| 2014 | 14.01% | Jan 23, 2015 |
| 2013 | 45.68% | Jan 17, 2014 |
| 2012 | 83.49% | Jan 18, 2013 |
| 2011 | 11.58% | Jan 27, 2012 |
| 2010 | 48.32% | Jan 21, 2011 |
| 2009 | 79.02% | Jan 15, 2010 |
| 2008 | 1.02% | Jan 16, 2009 |
| 2006 | 5.73% | Jan 20, 2007 |
| 2005 | 40.20% | Jan 21, 2006 |
| 2004 | 38.29% | Jan 21, 2005 |
| 2003 | 78.87% | Jan 16, 2004 |
| 2002 | 11.19% | Jan 18, 2003 |
| 2001 | 22.37% | Jan 16, 2002 |
| 2000 | 14.10% | Jan 31, 2001 |
| 1999 | 83.00% | Jan 31, 2000 |
| 1998 | 62.15% | Jan 15, 1999 |
“25-YEAR AVERAGE GAIN: 35.13%”
Returns presented here are based on an equally weighted average of all featured companies throughout that year, if one were to buy an equal amount in each company recommended and held to the closing price on the specified dates. In 2007 the service was unavailable for 6 months as KeyStone transitioned from a 5 publication subscription based service to a real-time research service via one interface. As such, a one year sample is not available for 2007. It should not be assumed that the past performance of any companies featured in our research will equal future performance.