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 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.
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Tax Loss Selling Opportunities from Coverage + 2023 Cash Rich, Profitable Small-Cap Preview Special Report
$599.00 Add to cartThis 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.
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KeyStone’s 2022 Canadian Growth & Dividend Opportunities Report
$599.00 Add to cartThe Canadian Small-Cap Opportunities report is a derivative of our ongoing research into every profitable stock in Canada annually. Our analysts pull individual names that possess growth and reasonable valuations with the potential for future growth. The report includes two companies in coverage, eight high-quality businesses we are currently awaiting attractive entry points over the next 12 months, five unique higher-risk but more speculative potential buying opportunities, and six additional companies we are monitoring. Q3 has proved to be unpredictable in the current economic climate. As such, we are proceeding with caution into Q4 and see it as appropriate to continue to MONITOR a number of names in the near term for entry points. We will release individual buy reports as we see opportunities develop.
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KeyStone’s 2022 Profitable U.S. SaaS/Software Special Report
$599.00 Add to cartWith the U.S. Tech Stock Bubble bursting in 2022, KeyStone continued to expand our watchlist of great SaaS stocks which continue to fall in price, but could be great long-term investments. The goals of this report are to gain insight into the general valuations of the segment, grow our book of knowledge on many of these high-quality technology-based businesses, identify a list of top-tier SaaS stocks we may look to deploy capital in over the course of 2022-2023, and potentially identify a couple of current buys following the significant 2022 year-to-date correction. Our screeners identified a group of roughly 400 U.S. tech-based stocks which our analysts ran through individually. Within the context of the larger tech segment, we focus on SaaS and traditional software businesses given their high margins, strong growth, and often sticky customer bases. Within this report, we have included statistical analysis on 49 SaaS focussed US stocks, including 16 individual reports and 3 buy recommendations.
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KeyStone’s 2022 Roth Conference Update Report
$599.00 Add to cartRecently, KeyStone analysts attended the 34th Annual ROTH Conference in California which included just under 500 publicly traded companies. Prior to the event, our analysts reviewed each attending company and screened the group with our growth-at-a-reasonable-price (GARP) model. Approximately 24 met a threshold of our model and we scheduled in person interviews with management teams from each company. Within this report we have provided statistical analysis on each company as well as summary Monitor reports on a number of companies we are monitoring from the event and Company Update reports on companies that we interviewed and are currently in coverage. While the research did not produce any new recommendations, we uncovered a number of interesting businesses that may enter our BUY coverage over the course of the next 12-months.
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KeyStone’s 2022 Cash Rich Profitable Small-Cap Special Report
$599.00 Add to cartKeyStone’s Cash Rich KeyStone’s 2022 Cash Rich, Profitable Canadian Small-Cap Special Report provides clients access to statistical data and additional analysis of 94 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 5 Cash Rich Recommendations from our Canadian Small-Cap Focus BUY Portfolio and 3 Recommendations from our Canadian Small-Cap Discovery Small-Cap Portfolio. We have included updates on 7 companies which currently rank as HOLD from our current coverage that made the list of 94 as well as 10 Cash Rich Canadian Small-Cap Top Tier Monitor List stocks that we are monitoring closely.
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KeyStone’s 2022 Canadian Dividend All-Star Report
$599.00 Add to cartKeyStone’s 2022 Canadian Dividend All-Star Report is a comprehensive analysis of the complete universe of dividend stocks in the Canadian market. We identified approximately 400 dividend-paying 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 62 stocks from our Monitor List.
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NASDAQ Under $2 Billion Small-Cap Market Report
$599.00 Add to cartThis special US Research report individually reviewed approximately 3,500 NASDAQ (primarily) listed stocks with market caps under US$2 billion. The impetus of the project was to get a better understanding of current valuations, increase our analyst’s general knowledge of this set of companies and create a group of over 100 companies which have a threshold level of the GARP or growth at a reasonable price criterion we use to identify near and long-term investment opportunities.
The research produced a list of just over 130 stocks which we have provided statistical analysis on in the tables section. From these initial numbers and our initial review of the businesses, we produced a list of 38 stocks which we provide mini reports on detailing the businesses, current valuations, and merits as potential recommendations.
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KeyStone’s 2021 Canadian Cannabis Report
$599.00 Add to cartKeyStone has reviewed the public North American Cannabis market since inception. At legalization in Canada, we rejected all candidates as uninvestable due to a lack of profitability, high valuations and a significant production capacity overbuild. Over the ensuing year, Cannabis stocks across the board plummeted. In late 2019, a very select number of U.S. operating Cannabis stocks had emerged into profitability and one name finally met our criteria. The stock was recommended at $15.99 and reiterated less than a month later at $13.35 as a SPEC BUY. We have since added two smaller Cannabis operators in the U.S. market. We continued to monitor players with operations primarily in the Canadian market but broadly speaking the operational struggles continued. Within this report we conduct statistical analysis on 31 Canadian Cannabis Operators, break down 8-10 of the businesses in more detail and make 3 recommendations in the U.S. Cannabis space.
