KeyStone’s Stock Talk – Canadian & US Small-Cap Growth & Dividend Stocks, Tips & Portfolio Building Strategies
Stock Talk Podcast Episode 176
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The band is back together, the calendar has turned to September, and we are taking you back to school this week. In keeping with the back-to-school theme, Brennan will start by defining “The Rule of 40”, which has nothing to do with the idea that it all goes to crap after you hit 40, or his favourite movie, The 40 Year Old Virgin. The Rule of 40 is a commonly used metric when comparing SaaS companies and is a simple framework that balances revenue growth versus profit margins. Brett takes reviews one of our more popular Stock vs. Stock Battle of the past couple years which pitted two hot (at the time) renewable energy companies Greenlane Renewables Inc. (GRN:TSX) and Xebec Adsorption Inc. (XBC:TSX) against one another. Greenlane won the battle at the time, but neither met our criteria. Brett will look at where both stocks are today. Ryan will hit the mailbag and take a quick look at one of the hotter TSX Venture stocks this year, Patriot Battery Metals Inc. (PMET:TSX-V), which has seen its share price jump from the $0.55 range to just under $7.00. What is driving the gains and is it sustainable? Finally, in our Your Stock, Our Take segment Aaron reviews NVIDIA Corporation (NVDA: NASDAQ), the worlds top designer and manufacturer of GPUs or graphic processing units. The tech giant has seen its share price slashed 60% from 2021 highs and its recently released ugly Q2 numbers helped pour gasoline on the recent tire fire. Aaron let’s you know his thoughts on the current valuations.