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This Week, Ivanhoe Mines Ltd. (IVN:TSX) vs Copper Prices: Why the Stock Hasn't Moved The Real Reason Couche-Tard (ATD:TSX) Stock Fell Before Earnings
Stock UP, Stock DOWN - with a closer look at Sunday's Week 1 matchup between the Texans & Bills @ Reliant Stadium! Stock Talk on THE DRIVE-Wednesday's 3:23pm CT
This Week, The Balance Sheet Secret Behind Valeura Energy Inc. (VLE:TSX) 175% Run Can NVIDIA Corp's (NVDA:NASDAQ) Margins Stay This High Forever?
This Week, NHL ETFs Explained: Investing or Gambling? VerticalScope Holdings Inc (FORA:TSX): The Tiny Canadian Stock We're Watching
Welcome to Stock Talk. In this episode James is joined by Alice Lennox from the Rare Breed Survival Trust (RBST). Alice tells us all about what the RBST does and gave us some insight to some of the rare breeds on the ‘at risk' watchlist. Alice and James discuss the role of these rare breeds including conservation grazing, conservation of livestock genetics and the inclusion of native rare breeds in commercial systems, for example to produce a low input suckler cow that can be outwintered. Resources RBST website:Right breed, Right place, Right system Link to training courses: Conservation Grazing - RBST Email: enquiries@rbst.org.uk For more information, visit www.FAS.scot Facebook: @FASScot National Advice Hub Phone: 0300 323 0161 Email: advice@fas.scot
This Week, Strong Growth, Weak Profitability — What's Going On With Zedcor Inc (ZDC:TSX-V)? This $204M Project Could Finally Change Everything For Consolidated Water Co (CWCO:NASDAQ)
EVERY Wednesday afternoon LIVE on 'The Drive'--the fellas do a little STOCK TALK! Stock UP, Stock DOWN, hump days @ 3:20pm CT!
This Week, Thinkific Labs (THNC:TSX) Has a Massive Valuation Problem — In a Good Way? Royal Gold Inc (RGLD:NASDAQ): Is This the Best Way to Invest in Gold?
This Week, How We Identified Microsoft's (MSFT:NASDAQ) 31% Rally Bowman Consulting Group (BWMN:NASDAQ) Stock: Takeover, AI Risk & Valuation Explained
This Week, ACM Research Inc. (ACMR: NASDAQ): The AI Memory Boom Is Driving This Stock CEMATRIX Corp (CEMX: TSX) Bear Vs Bull Case: A Small-Cap With Huge Q2 Growth & Net Cash
Welcome to Stock Talk. In this episode James is joined by Dick Playfair from the Venison Advisory Service and Janet Keith from Tullynessle Deer Farm. Dick gives us a market overview of venison, tells us about how the wild deer cull influences deer farming and about the importance of provenance when selling venison direct to consumers. Then we speak to Janet, who runs Tullynessle Deer Farm with her husband Willie. Janet tells us their story of how they got into deer farming and how the business has evolved to diversify into direct selling her venison and running farm tours. Janet also tells us the about the meat itself, venison cooking options and how nutritional this meat is.Resources Tullynessle Deer Farm website:Buy Scottish Farmed Venison online or at our family farmJanet's mobile number: 07827279241Email address: tullynessledeerfarm@gmail.comVenison Advisory Service website: venisonadvisory.co.ukDick's email address: richard@venisonadvisory.co.ukFor more information, visit www.FAS.scotFacebook: @FASScotNational Advice HubPhone: 0300 323 0161Email: advice@fas.scot
Welcome to Stock Talk. In this episode James is joined by Dick Playfair from the Venison Advisory Service and Janet Keith from Tullynessle Deer Farm. Dick gives us a market overview of venison, tells us about how the wild deer cull influences deer farming and about the importance of provenance when selling venison direct to consumers. Then we speak to Janet, who runs Tullynessle Deer Farm with her husband Willie. Janet tells us their story of how they got into deer farming and how the business has evolved to diversify into direct selling her venison and running farm tours. Janet also tells us the about the meat itself, venison cooking options and how nutritional this meat is. Resources Tullynessle Deer Farm website:Buy Scottish Farmed Venison online or at our family farm Janet's mobile number: 07827279241 Email address: tullynessledeerfarm@gmail.com Venison Advisory Service website: venisonadvisory.co.uk Dick's email address: richard@venisonadvisory.co.uk For more information, visit www.FAS.scot Facebook: @FASScot National Advice Hub Phone: 0300 323 0161 Email: advice@fas.scot
This Week, Why We're Still Bullish on Aritzia Inc. (ATZ:TSX)After a 700% Gain Is Lululemon Athletica Inc. (LULU:NASDAQ) a Turnaround Story or a Value Trap?
This Week, The $1.45 Billion BC Condo Bailout Bailout Explained Crypto Treasury Stocks Were Built on One Flaw MTY Food Group Inc (MTY: TSX): This 4% Dividend Stock Could Be Mispriced
This Week, Why Neo Performance Materials Inc. (NEO: TSX) Is Surging Have Canadian Telecom Stocks Bottomed?
This Week, Is West Red Lake Gold Mines Ltd. (WRLG:TSX-V) - Is This High-Risk Gold Stock Worth Buying? Nova Leap Health (NLH:TSX-V) Stock Analysis: Bull & Bear Case
Welcome to Stock Talk. In this episode James is joined by SRUC Veterinary Investigation Officer Kythe Mackenzie, and farmers Ewan Runciman and Scott Fraser. Today we're looking at one of the most important management practices carried out on sheep farms every spring - lamb marking. For many sheep producers, this includes procedures such as castration and tail docking. These are routine husbandry practices, but they're also areas where there has been increasing focus on animal welfare and reducing pain. In recent years, new technologies have emerged to help farmers carry out these procedures more effectively and with improved welfare outcomes. Our three guest speakers have first-hand experience of using some of these innovations.First, we will hear from veterinarian Kythe about why farmers castrate and tail dock lambs, the legal requirements in Scotland, and the importance of pain management. Then we'll hear from Ewan, who uses Numnuts, a system that combines ring application with local anaesthetic delivery. And finally, we'll hear from Scott, who has experience using ClipFitter, another technology designed to improve welfare during lamb marking. Related FAS ResourcesLamb Castration & Tail Docking: Alternative MethodsOther ResourcesClipFitter - Kinder castration and tailingNumnuts – NumnutsFor more information, visit www.FAS.scotFacebook: @FASScotNational Advice HubPhone: 0300 323 0161Email: advice@fas.scot
Welcome to Stock Talk. In this episode James is joined by SRUC Veterinary Investigation Officer Kythe Mackenzie, and farmers Ewan Runciman and Scott Fraser. Today we're looking at one of the most important management practices carried out on sheep farms every spring - lamb marking. For many sheep producers, this includes procedures such as castration and tail docking. These are routine husbandry practices, but they're also areas where there has been increasing focus on animal welfare and reducing pain. In recent years, new technologies have emerged to help farmers carry out these procedures more effectively and with improved welfare outcomes. Our three guest speakers have first-hand experience of using some of these innovations.First, we will hear from veterinarian Kythe about why farmers castrate and tail dock lambs, the legal requirements in Scotland, and the importance of pain management. Then we'll hear from Ewan, who uses Numnuts, a system that combines ring application with local anaesthetic delivery. And finally, we'll hear from Scott, who has experience using ClipFitter, another technology designed to improve welfare during lamb marking.Related FAS ResourcesLamb Castration & Tail Docking: Alternative MethodsOther ResourcesClipFitter - Kinder castration and tailingNumnuts – NumnutsFor more information, visit www.FAS.scotFacebook: @FASScotNational Advice HubPhone: 0300 323 0161Email: advice@fas.scot
This Week, Is MDA Space (MDA: TSX) the Best Space Stock in Canada? Roblox (RBLX: NYSE) Stock CRASHED 57%... Is This Finally the Buying Opportunity?
This Week, Canadian Jobs Surge as Employment Smashes Expectations Sylogist Ltd. (SYZ:TSX) - Lessons From a Failed SaaS Transformation The Fresh Factory Ltd. (FRSH:TSXV) - Bull vs. Bear Case Following Q1 Results
This Week, Fortinet Inc. (FTNT:NASDAQ) Surges After Strong Earnings, Raised Guidance & AI-Driven Demand NeoClouds Explained - The Companies Powering AI Infrastructure
Welcome to Stock Talk. In this episode James is joined by David Speller from OptiFarm. David is a poultry farmer who had lots of data and not enough time to analyse it. David will tell us about the AI tool he developed to help him make better informed decisions, which attracted the eyes of investors leading to his company OptiFarm. David explains how the tool works and the benefits of using AI in livestock systems including the use of real-time data to be proactive in terms of livestock management and welfare, and how this can improve livestock performance and profitability. Resourceshttps://www.fas.scot/livestock/poultry/ Website address: optifarm.co.uk Optifarm email: info@optifarm.co.uk For more information, visit www.FAS.scotFacebook: @FASScotNational Advice HubPhone: 0300 323 0161Email: advice@fas.scot
Welcome to Stock Talk. In this episode James is joined by David Speller from OptiFarm. David is a poultry farmer who had lots of data and not enough time to analyse it. David will tell us about the AI tool he developed to help him make better informed decisions, which attracted the eyes of investors leading to his company OptiFarm. David explains how the tool works and the benefits of using AI in livestock systems including the use of real-time data to be proactive in terms of livestock management and welfare, and how this can improve livestock performance and profitability. Resourceshttps://www.fas.scot/livestock/poultry/ Website address: optifarm.co.uk Optifarm email: info@optifarm.co.uk For more information, visit www.FAS.scotFacebook: @FASScotNational Advice HubPhone: 0300 323 0161Email: advice@fas.scot
This Week, SpaceX (SPCX:NASDAQ) The Largest IPO in History, Looks to Head to Mars Thinkific Labs (THNC:TSX) Bull vs Bear - Undervalued or Value Trap? Canada & US Economy Breakdown - How To Invest Through Uncertainty
In This Episode, Digital Core REIT (DGTCF:OTC) AI Infrastructure Without Paying Nvidia Valuations? Babcock & Wilcox (BW:NYSE) $2.4B Contract Just Rewrote This Company's Future Leidos Holdings Inc (LDOS:NYSE) AI, Cybersecurity, Defense - Triple Tailwind Stock
This Week, KITS Eyecare (KITS:TSX) Still in Hyper-Growth Mode — Or About to Slow Down? Envela Corp (ELA:NYSE) Recommerce Company Strikes Gold, What's Driving Its 400% Gain? Everspin Technologies (MRAM:NASDAQ) Up 700%, Is The Valuation Nearing "Silly Season"? Cal-Maine Foods (CALM:NASDAQ) What To Egg-spect From This Cash Rich Business And If It's Everything It's Cracked Up To Be.
Houston Rockets' Alpi Sengun gets Some MASSIVE Disrespect-from His Peers-the PLAYERS around the NBA! Hump Day on THE DRIVE means a little Stock Talk in the 3pm hour- Stock Up, Stock Down Astros PITCHING Edition with the fellas; AND-Former Astro Arm, Framber Valdez- he's taken his NUTJOB-like Antics & child-like behavior to Detroit with the Tigers!
BIG (& Very BAD) Astros News on Wednesday in H-Town as the 'Stros will now be without Carlos Correa for the remainder of this 2026 baseball season! Hump Day on THE DRIVE means a little Stock Talk in the 3pm hour- Stock Up, Stock Down Astros PITCHING Edition this week with the fellas; Former Astro Arm, Framber Valdez- he's taken his NUTJOB-like Antics & child-like behavior to Detroit with the Tigers! 'Stros WOES continued Wednesday afternoon @ Daikin Park as the Astros get DESTROYED by Dodgers in 12-2 Loss! Our guy B. Scott joins The Drive for this year's LAST Rockets Report- 2026 comes to awful conclusion for the squad in H-Town; AND- Producer Milner's HEATER is STILL ALIVE! T-Mil's Best Bets gives ya THREE Wednesday Wagers for NBA Action!
This Week, Canada's New
This Week, POET Technologies Inc (POET:NASDAQ) Crashes 50% After Massive Contract Loss, What Happened? Vertiv Holdings Co (VRT:NYSE) Does This Hidden AI Stock Have Potential to Boost Your Portfolio? Is The "SaaSpocalypse" a Generational BUY Opportunity
Durant. LeBron. Rockets. Lakers. WIN OR GO HOME- Playoff Hoops is ALMOST here so check out the STOCK TALK from The Drive ahead of the 1st rd action in Clutch City!
This Week, Groupe Dynamite Inc (GRGD:TSX) Delivers Strong Growth — What's Next? DeFi Technologies (DEFT:NASDAQ) A Bet on the Future of Digital Assets Byrna Technologies (BYRN:NASDAQ) Down 60% - Value or Trap? CEMATRIX (CEMX:TSX) Tapping Into a Major Infrastructure Trend
This Week, The Decade Long BUY Firan Technology Inc (FTG:TSX) Up 1500% Can Blue Ant Media (BAMI:TSX) Become a 3x Stock? How to Position Your Portfolio During Inflation The Next Wave of Giants: SpaceX, OpenAI & Anthropic IPO Breakdown
This Episode, Behind the Surge: How Argan Inc. (AGX:NYSE) Returned Over 1,000%! Does Air Canada (AC:TSX) Have Room to Take-off? Is Adobe (ADBE:NASDAQ) a Value Play or Value Trap? Should you Think about Adding Thinkific (THNC:TSX) to Your Portfolio?
This Episode, McCoy Global (MCB:TSX) Deep Value or Value Trap After the Dividend Pause? Hydrograph (HG:CSE) The Next Groupe Dynamite-Style Growth Story? Super Micro Computer (SMCI:NASDAQ) AI Infrastructure Leader or Valuation Risk? VerticalScope Holdings (FORA:TSX) A Quiet Compounder in Digital Media?
This Week, Docebo (
Taking Calls about the Tampa Sports Stock Market
In This Episode, Dynacor (
This Week, D-BOX (
In This Episode!
In this episode A fresh look at Descartes Systems Group (DSG:TSX) and the recent performance of the Canadian software leader Breaking down the current state of crypto and which stablecoin stands out Swiping through Bumble (BMBL:NASDAQ) to see if the stock is still worth the buzz Flying through Cargojet (CJT:TSX) to see if the stock may be ready for takeoff
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In this Stock Talk episode, I welcome back Quinton Hennigh, CEO of San Cristobal Mining, for a concise and insightful update on where genuine exploration value is emerging in today's metal markets. Key Discussion Highlights Exploration sentiment - Strong metals backdrop but rapid sentiment swings; silver's consolidation may be establishing a higher floor. Quality vs. noise - With many juniors well-funded, Quinton outlines simple filters to identify real discoveries versus dilution-heavy stories. Jurisdictions to watch - The Yukon as this cycle's discovery hub, plus improving exploration climates in Chile, Argentina, Bolivia, and Peru. Porphyry copper realities - Only a handful of systems ever become mines; how to quickly assess whether a new hit belongs in the “top tier.” Gold vs. silver - Silver may have more price upside this cycle, but quality primary silver deposits remain rare - supporting strong valuation premiums. Mentioned stocks - Snowline Gold (SGD.V), Sitka Gold (SIG.V), King Copper (KCP.V), Silver47 (AGA.V), Alaska Silver (WAM.V), Hercules Metals (BIG.V), Vizsla Silver (VZLA), MAG Silver, Gatos, SilverCrest. -------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
Patrick O'Hare of Briefing.com on the current markets, What to know about the Ten Year Treasury Yield, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PST
Patrick O'Hare of Briefing.com on the current markets, What to know about the Ten Year Treasury Yield, More on the last EP Wealth Advisors and Rob Black Pints and Portfolios of the year on Dec 6th from 12pm to 2pm PSTSee omnystudio.com/listener for privacy information.
Join Dan Frio as we break down the hottest ETFs driving headlines in today's markets. We'll cover: ✔️ Which ETFs are trending right now — and why investors are piling in ✔️ How Fed policy, interest rates, and inflation are shaping ETF performance ✔️ The sectors (tech, energy, bonds, commodities) seeing big inflows and outflows ✔️ My outlook for ETFs this week and what to watch next Whether you're a seasoned investor or just starting your portfolio, this live stream gives you the insights you need to stay ahead of the market.
My guest on the show today is Ben Brostoff, software engineer at Klaviyo and the writer behind the Stock Talk newsletter on Substack. Ben has a fascinating perspective on investing—he started out in investment banking, taught himself to code, and now spends his free time researching microcap companies, especially in the software and tech space. In this episode, we dive into Ben's investing philosophy—why he targets 8–10% returns with the least amount of risk, how AI is changing the way he evaluates software moats, and why he won't own a company unless he's written a blog post about it. We also dig into some of the key lessons he's learned, from the dangers of leverage to the power of doing more than just reading a 10-K. Ben shares actionable frameworks for evaluating microcap software companies, offers a nuanced view on AI's impact on infrastructure and margins, and explains why, for him, true due diligence means turning over every rock. And for full disclosure, we discussed a number of companies during today's podcast. I am not a shareholder in any of them. For more information about the Stock Talk Newsletter, please visit: https://stocktalknewsletter.substack.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft