Special in-depth research, surveys and analysis complied into focussed reports with specific stock recommendations. These 12-24 page reports include individual BUY/SELL recommendations from inside and outside our coverage universe, sector analysis, company comparisons, commentary, and more. Individual reports can be purchased below. Small-Cap Growth Stocks and Dividend Growth Stocks. Clients receive individual recommendations, use their own discount brokerage, and build portfolios using our focussed diversification strategy.
Please Note: All VIP Clients receive all “Special Reports” with their annual subscriptions for no additional cost. All annual Canadian Growth Stock Clients receive all “Canadian Growth Stock Related Special Reports” with their annual subscriptions for no additional cost. All annual Income Stock clients receive all “Income/Growth Stock Related Special Reports” with their annual subscriptions for no additional cost. All annual U.S. Growth Stock clients receive all “U.S. Growth Stock Related Special Reports” with their annual subscriptions for no additional cost. All annual TFSA clients receive all “TFSA Related Special Reports” with their annual subscriptions for no additional cost.
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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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KeyStone’s 2025 Cash-Rich, Profitable Canadian Small-Cap Special Report
$599.00 Add to cartKeyStone’s 2025 Cash Rich, Profitable Canadian Small Cap Special Report provides clients access to statistical data and additional analysis of ~75 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 last year were acquired at premium prices making the report a must-read for any Canadian Small Cap investor.
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KeyStone’s 2024 Canadian REIT Report
$599.00 Add to cartThis report offers a comprehensive analysis of the Canadian Real Estate Investment Trust (REIT) sector, including a detailed review and assessment of 40 REITs across Canada. The primary objective is to equip investors with a deep understanding of the sector’s current state.
We performed a thorough fundamental analysis of each REIT, evaluating their financial and operational performance, growth prospects, and valuation. Our review and assessment are presented across the Current Coverage, Top Tier, and Additional Monitor List sections, highlighting all notable REITs.
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KeyStone’s 2024 U.S. Micro to Small-Cap Under $1 Billion Market Cap Report
$599.00 Add to cartCore 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.
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KeyStone’s 2024 Canadian Dividend All-Star Report
$599.00 Add to cartKeyStone’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.
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KeyStone’s 2024 NASDAQ 100 Special Report
$599.00 Add to cartThe NASDAQ 100 stands as a highly diversified and globally influential index consisting of the world’s largest, most innovative, and industry-leading companies. KeyStone’s 2024 NASDAQ 100 Special Report provides a comprehensive analysis of these leading entities, each evaluated through KeyStone’s rigorous Growth at a Reasonable Price (GARP) based investment strategy.
The NASDAQ 100, and in particular with the top 7 companies (also known as the “MegaCap 7”), are a particularly powerful group driving substantial technological innovation in society and exercising an enormous impact on overall market returns. The relative size of this group and the industry leadership positions of the members underscores the group’s importance to investors and motivates the comprehensive analysis behind this report.
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KeyStone’s 2024 Cash-Rich, Profitable Canadian Small-Cap Special Report
$599.00 Add to cartThe Report provides clients access to statistical data and additional analysis of ~60 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 7 Cash Rich Recommendations from our Canadian Small-Cap Focus BUY Portfolio and Canadian Small-Cap Discovery Small-Cap Portfolio including 2 new BUYs added during our 2024 Cash-Rich Research. We have included 7 Cash Rich 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. Finally, we have included a special section with reports on 8 additional Micro-Cap (under $50 million market cap) stocks which are cash-rich and profitable to our Canadian Small-Cap Discovery Portfolio Monitor List.
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KeyStone’s 2023 Electrification and Renewable Power Report
$599.00 Add to cartKeyStone’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.
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KeyStone’s US Under $2 Billion Market Cap, Profitable Small-Cap Special Report
$599.00 Add to cartKeyStone’s US Under $2 Billion Market Cap, Profitable Small-Cap Special Report provides clients access to statistical data and additional analysis of ~30 stocks that were pulled from over 3,500 NASDAQ, NYSE, & OTC-QX stocks in the course of our analyst teams research into each stock on these exchanges with market caps of under $2 Billion. Generally, using our GARP (Growth-at-a-Reasonable-Price) model, we were looking for businesses with strong balance sheets and current profitability from operations which trade at relatively reasonable valuations relative to their long-term growth prospects. The report includes 2 New BUY Recommendations, 8 Current Coverage BUY/HOLD Recommendations, 6 New High Conviction Potential BUY Recommendations in 2023-2024 which we are monitoring for entry points in 2023, and a list of ~10 stocks we are continuing to Monitor.
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KeyStone’s 2023 Cash Rich Profitable Small-Cap Special Report
$599.00 Add to cartKeyStone’s 2023 Cash Rich, Profitable Canadian Small Cap Special Report provides clients access to statistical data and additional analysis of ~62 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 Cash Rich Recommendations from our Canadian Small-Cap Focus BUY Portfolio and Recommendations from our Canadian Small-Cap Discovery Portfolio. We have included 6 Cash Rich 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. Finally, we have added a special section with reports on 13 additional Micro-Cap (under $50 million market cap) stocks which are cash rich and profitable to our Canadian Small-Cap Discovery Portfolio Monitor List.
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KeyStone’s 2023 Canadian Dividend All-Star Report
$599.00 Add to cartKeyStone’s 2023 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 17 income stocks on the Canadian market) and data on an additional 30 stocks from our Monitor List.