KeyStone’s 2026 Cash-Rich, Profitable U.S. Small-Cap Special Report is the result of screening more than 3,000 U.S. companies with market caps under $15 billion, focusing on those with strong balance sheets and operational profitability. From this initial group, our analysts narrowed the pool to a shortlist of 170 promising candidates, evaluating each under our Growth at a Reasonable Price (GARP) criterion. The report includes 4 new Cash Rich (or near-Net Cash) Recommendations which have been added to our Discovery or Focus BUY Portfolios and 8 updated Recommendations from our U.S. Small-Cap Focus BUY and Discovery Portfolios. We have included 11 Cash Rich, Profitable U.S. 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. While these names are not currently recommendations, we view many of them as quality businesses with investment merit.
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KeyStone’s 2026 Cash-Rich, Profitable U.S. Small-Cap Special Report
$599.00 Add to cartKeyStone’s 2026 Cash-Rich, Profitable U.S. Small-Cap Special Report is the result of screening more than 3,000 U.S. companies with market caps under $15 billion, focusing on those with strong balance sheets and operational profitability. From this initial group, our analysts narrowed the pool to a shortlist of 170 promising candidates, evaluating each under our Growth at a Reasonable Price (GARP) criterion. The report includes 4 new Cash Rich (or near-Net Cash) Recommendations which have been added to our Discovery or Focus BUY Portfolios and 8 updated Recommendations from our U.S. Small-Cap Focus BUY and Discovery Portfolios. We have included 11 Cash Rich, Profitable U.S. 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. While these names are not currently recommendations, we view many of them as quality businesses with investment merit.
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VIP – The 10x Stock Blueprint: Unlocking Mega-Compounders, Hidden AI Infrastructure, Beautiful Boring Stocks & 6 BUYs today. (Nov 17, 2026 @ 7:00PM Eastern)
$79.95 Add to cart -
Early Bird – The 10x Stock Blueprint: Unlocking Mega-Compounders, Hidden AI Infrastructure, Beautiful Boring Stocks & 6 BUYs today. (Nov 17, 2026 @ 7:00PM Eastern)
$29.95 Add to cart -
VIP – The 10x Stock Blueprint: Unlocking Mega-Compounders, Hidden AI Infrastructure, Beautiful Boring Stocks & 6 BUYs today. (Nov 10, 2026 @ 7:00PM Pacific)
$79.95 Add to cart -
Early Bird – The 10x Stock Blueprint: Unlocking Mega-Compounders, Hidden AI Infrastructure, Beautiful Boring Stocks & 6 BUYs today. (Nov 10, 2026 @ 7:00PM Pacific)
$29.95 Add to cart -
KeyStone’s 2026 Canadian Dividend All-Star Report
$599.00 Add to cartKeyStone’s 2026 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 composed of what we consider to be the top 16 income stocks on the Canadian market and other notable recommendations across the Aggressive, Moderate and Conservative Growth portfolios.
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On-Demand Webinar: Great Capital Compounding Stocks in 2026 – US SaaS, Hidden AI Winnters, Net-Cash Stocks & Dividend Aristocrats
$79.99 Add to cartWebinar Agenda:
Lesson 1: Market Review: Q1 Review and Q2 2026 Outlook — oil spikes, inflation, geopolitical tensions, & US markets down — what to focus on?
Lesson 2: A Generational US Software Opportunity? Top SaaS names are down 30-50% on AI fear — why? Opportunities?
Lesson 3: Hidden AI Winners — the profitable infrastructure powering (Nat gas, elect, and nuclear).
Lesson 4: Net Cash US & Canadian Small-Caps — including 2+ current BUYs!
Lesson 5: Canadian Dividend Aristocrats — high quality dividend growth stocks that crush the market with less risk.
Lesson 6: 4 Keys to Finding the Next 10x Stock — the 4 elements to look for and 2 potential 10x stocks!
Lesson 7: How to build a simple, balanced 20-25 stock portfolio consisting of high-quality growth & dividend growth stocks.
Lesson 8: Starter Portfolio: 7 Profitable Stocks you can buy today!
Live (recorded) Q&A Session
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Winter 2026 VIP Review Webinar
$500.00 Add to cart -
KeyStone’s 2026 Cash Rich, Profitable Canadian Small-Cap Special Report
$599.00 Add to cartKeyStone’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
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On-Demand Webinar: What Stocks to Buy for an Uncertain 2026 – AI, Mega Caps, Bank Review, Gold Surges
$79.99 Add to cartWebinar Agenda:
Lesson 1: Market Review: Market concentration, high historical valuations & the opportunity to move down market to quality
Lesson 2: Mega-Cap 7 Valuation Review – BUY/SELL – Apple, Microsoft, Alphabet (Google), Amazon, Meta Platforms, Nvidia, and Tesla
Lesson 3: Investing in AI: The Next Economic Frontier – the players, the valuations, how to profit with a GARP approach and what to avoid
Lesson 4: How to build a simple, balanced 20-25 stock portfolio consisting of high quality growth & dividend growth stocks
Lesson 5: Review of the Big 6 Banks – Valuations today & Macro factor tilts – when to add Canadian Bank exposure in your portfolio.
Lesson 6: The Mining Money Trail: Junior Mining Financing Heats Up in 2025 – who benefits & what to avoid: the big 4 gold drillers in Canada
Lesson 7: The Canadian Budget – who wins: Energy, Infrastructure, Tech? – A review of Mark Carney’s Liberal Budget – Sectors to Benefit.
Lesson 8: Starter Portfolio: 6 Profitable Stocks you can buy today!
Live (recorded) Q&A Session
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KeyStone’s 2026 Canadian Financial Foundation Report: Big Banks & Specialty Financials
$599.00 Add to cartKeyStone’s 2026 Financial Foundation Report analyzes the Canadian banks, as well as subprime lenders. Canada’s financial sector plays a foundational role in the stability and growth of the national economy. Canada’s banking system is globally recognized due to its stability, disciplined risk management and international presence. For investors, exposure to Canadian financials, banks and lenders is a core position in an equity portfolio. The Canadian banking system is dominated by the Big 6 banks and is more concentrated than other countries. For instance, the United States has over 4,000 banks, including a large number of regional banks.
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On-Demand Webinar: Finding the Next 10x Stock in 2025 – Playbook on Canadian & U.S. Small-Caps
$79.99 Add to cartWebinar Agenda:
Lesson 1: Where to Find the Next 10x Stock
Lesson 2: Why Small-Cap Stocks?
Lesson 3: A Generational Opportunity – Small-Caps Trade at their Lowest Levels relative to Large-Caps in 25 Years!
Lesson 4: Real Case Studies: Profile of a Great Small-Cap with 10x Potential
Lesson 5: Learn How to Hold Great 10x Stocks Long-Term – Best Practice Behaviour Finance Skills
Lesson 6: How Do We Find These Businesses – Leaving No Stone Unturned
Lesson 7: How Small-Cap Dividend Growth Stocks Can Provide Market-Beating Returns with Less Risk
Starter Portfolio: 6 Profitable Stocks you buy today!
Live (recorded) Q&A Session
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KeyStone’s 2025 Canadian Dividend All-Star Report
$599.00 Add to cartKeyStone’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.
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KeyStone’s 2025 Inaugural U.S. Small-Cap Special Report
$599.00 Add to cartKeyStone’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.
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On-Demand Webinar: From Crisis Comes Opportunity – Tariff-Proof Stock, Dividend Growth, 10x Growth, & Orphan Stocks
$79.99 Add to cartWebinar Agenda:
Lesson 1: Spring 2025 Market commentary – Current valuations from a historical perspective.
Lesson 2: Trump, tariffs & your portfolio.
Lesson 3: Commodity Stocks: Gold, Oil, Copper, Uranium.
Lesson 4: Interest Rates Have Moved Lower – Time for dividend stocks again?
Lesson 5: Reviewing the Magnificent 7.
Lesson 6: Core 10x Stocks & Introducing The “Orphaned Stock” Opportunity.
Lesson 7: How to effectively execute buys in Micro-to-Small-Cap Low Liquidity Stocks.
Lesson 8: The New Model: How to build a simple 20-25 Stock Portfolio.
Spring 2025 Starter Portfolio: 8 Profitable Stocks you buy today!
Live (recorded) Q&A Session
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Canadian Small-Cap, Canadian Income Stock, U.S. Dividend Large-Cap Growth & TFSA Bundle
From: $319.80 / month Select options
