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KeyStone’s Special Research Reports
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.
Special Reports
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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Income Stock Report HYBRID PORTFOLIO UPDATE

The Hybrid portfolio has been updated. Table 1 includes thecurrent list of companies in the revised Hybrid portfolio. Table 2 contains alist of companies that were removed from the portfolio.

The Hybrid portfolio highlights some of the top recommendationsin the Income Stock Research (ISR) diversified throughout the 3 risk categories(Conservative, Moderate and Aggressive). This portfolio is designed to besimple to follow with minimal trading throughout the year. The target is tobuild the portfolio of 8 to 12 companies in total which is congruent with ourfocused diversification strategy.

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Buy $599.00

Dividend Re-Investment Plans (DRIPs) Report

“DRIPing” is one of the most powerful, but least talkedabout financial strategies on Wall Street  - why? Because a DRIP can beset-up so investors pay no ongoing brokerage fees. If Wall Street isn’t gettinga cut, then you are not likely to hear about it. For a long-term investor,DRIPs can be great – not only do you pay no ongoing broker fees, you can buyshares in some great companies at a discount to their price on the market(often 2-5%!). It’s like being a member of an exclusive investment club and it’sFREE!  In our Special DRIP Report, we start by explains in layman’s termswhat a Dividend Reinvestment Plan (DRIP) is and how to start one. We look atthe pro’s and con’s of DRIP investing and whether a synthetic or full drip isright for you. The report provides a list of over 100 stocks in Canada thatoffer DRIPs. Perhaps most importantly, we include specific BUY reports from ourresearch coverage on a few select stocks which investors can use to begincreating their high quality, long-term DRIP portfolios. Quite simply advice andspecific recommendations you can find nowhere else.

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Buy $599.00

KeyStone’s U.S. Small-Cap Discovery Stock Portfolio

As a bonus for our U.S. Growth Stock clients we are introducing a new portfolio in the Addition Coverage section of our ongoing coverage - KeyStone’s U.S. Small-Cap Discovery Stock Portfolio. We are focussing on the “discovery” element of research in this portfolio to uncover overlooked and underfollowed small, but growing and profitable U.S. micro and small-cap stocks. We have been searching high and low in an effort to undercover these potential gems. In true discovery fashion, we leave no stone unturned, delving into less followed over-the-counter (OTC) stocks, lightly covered NASDAQ micro and small-cap companies and even a select NYSE listed micro-cap or two.

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Buy $599.00

2016 Real Estate Investment Trust (REIT) Sector Report

The report details how to earn great passive income from real estate without the headaches of being a landlord – BUY KeyStone’s three recommended REITs. Including research on 48 Canadian REITs, 34 of which reported positive net operating income growth in the last quarter and 26 passed our financial stability test. Included are 12 Canadian apartment REITs, 10 retail, 9 office, 9 diversified commercial, 6 industrial, and 2 specialized REITs - plenty of options for income. REIT valuations are roughly in line with historical averages, but when compared to current interest rate yields, the sector overall appears to be attractively valued on an income basis. Payout ratios have declined over the last 2 years and we believe that the high quality REITs are paying sustainable income yields. Canadian focused REITs with high exposure to Alberta and Western Canada have felt pressure from the energy patch downturn. For Canadian investors, opportunities remain in TSX-listed REITs with heavy U.S. exposure. Within the report we issued BUY recommendation on two unique with strong exposure to the U.S. market – one of which pays you 7.8%.

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2016 Breakthrough Canadian Small-Cap Report

One of the most powerful inflection points in the evolution of any stock is when it first begins to breakthrough into profitability or positive earnings. After reading over the financial statements of over 2,500 Canadian stocks, KeyStone's 61 page 2016 Breakthrough Canadian Growth Stock Report focusses on 20+ unknown micro and small-cap stocks that have either just hit profitability or show a high likelihood of producing earnings for the first time over the next 6-12 months - positioning our clients first for potentially breakthrough profits. We conduct full analysis and management interviews on the 11 stocks in our Mini-Reports Section and introduce 3 new SPEC BUY recommendations and one Focus Buy. Our 9 Micro-Reports highlight a number of companies that are currently on our Breakthrough Monitor List with full analyst notes. Included are breakthrough software, gold, energy, pharma, manufacturing, other technology, and infrastructure stocks – most with limited to no current analyst coverage. Quite simply research you can find nowhere else!
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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.