Track Record

Small-Cap Stock Research Service Returns

“26-YEAR AVERAGE GAIN: 35.50%”
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 month’s 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.

U.S. Growth/Value Stock Research Service

After carefully studying the market we have crafted a winning strategy for the U.S. market. Each year our analysts tear through the financial statements of over 2,500 of the most under researched U.S. listed Small-Cap Stocks – uncovering unique and under-followed growth and value priced stocks before the broader market finds them. We leave no stone unturned in our search for undervalued growth stocks from any industry including technology, bio-tech, manufacturing, healthcare, oil & gas, materials, mining, consumer (stables & discretionary), services, and more.

*Performance presented here is based on an equally weighted average of all featured BUY rated 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. It should not be assumed that the past performance of any companies featured in our research will equal future performance.

New: U.S. Small-Cap Research Service

We apply the same earnings and growth-based methodology that produced the best performing capital compounding stocks over the past 2 decades from our Canadian Small-Cap Research to 8,000 U.S. micro to mid cap stocks to uncover 8-15 profitable, undervalued growth stocks annually. Get in on the ground floor as KeyStone builds out the U.S. Small-Cap portfolio over the next 24-months.

*From Actual U.S. Growth Service Discovery Portfolio

Income/Growth Stock Research Service Returns

Dividend stocks consistently outperform their non-dividend counterparts by a wide margin. KeyStone’s Income Stock Research helps investors identify the market’s best ‘dividend and income growth stocks’ – companies that not only pay a healthy income stream to investors, but also have the capacity to grow that distribution over time. We search for companies with strong growth and cash flow, reasonable levels of risk that are trading at discounted prices, generating clients both steady income and capital appreciation.