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KeyStone’s 2026 Cash Rich, Profitable Canadian Small-Cap Special Report provides clients access to statistical data and additional analysis of ~105 stocks that were pulled from over 3,500 in Canada during our research into small-cap companies with strong balance sheets and current profitability from operations. The report includes 3-4 Cash Rich Recommendations from our Canadian Small-Cap Focus BUY Portfolio (reiterating BUY ratings) and 6 updates from our Recommendations from our Canadian Small-Cap Focus BUY and Discovery Portfolios. We have included 8 Cash Rich, Profitable Canadian Small Cap Top Tier Monitor List stocks that we are monitoring closely as businesses that could potentially find their way into either our Focus BUY or Discovery Portfolios over the next 1-2 years – a couple with entry points. We note that six or over 10% of the 59 companies included in the report over the last 24 months were acquired at premium prices, making the report a must-read for any Canadian Small-Cap investor

KeyStone’s 2025 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 14 income stocks on the Canadian market.

KeyStone’s 2025 Inaugural U.S. Small-Cap Special Report provides an overview of current U.S. equity market valuations, identifying a potentially compelling relative valuation opportunity in the small-cap segment, with the S&P 600 trading at a forward P/E of 15.8 compared to the S&P 500’s 21.6, implying a significant premium for large-cap stocks. This persistent valuation gap, coupled with the under-owned status of small caps and macroeconomic tailwinds such as potential lower interest rates and reshoring trends, reinforces a strategic investment thesis for high-quality small-cap companies. The report includes four new Initial Coverage & Recent Recommendation reports, four new Company Updates from U.S. Small-Cap Coverage, and 11 full Monitor reports on companies that are actively being monitored through 2025 for potential opportune entry points.