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The Canadian Insider blog discusses news and insight found among executive and significant shareholder filings in Canada.

Follow Nicholas Winton who runs gohht.com for market insight and great stock ideas.

Follow the smart money in the mining industry with the Power Prospectors blog.

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Beating inflation fears with Canadian stocks

Having exposure to Canadian mid-cap stocks preferred by insiders can be a winning strategy if inflation fears rise.

 

 

Visit the INK Research index website to download the slides and learn more>>

INK Ultra Money: Rotating from robots to Robin Hoods

Yesterday, in Real Vision's Daily Briefing (free) Roger Hirst again made the case that the influence of robotic passive strategies such as automatic retirement savings contributions into passive index funds is waning due to layoffs. Meanwhile, the impact of retail investors is growing as many of those laid off and furloughed investors use some of their unemployment benefits to speculate in the stock market during the lockdown. In this week's Insights, we describe how that dynamic has been playing out with some stocks in the aerospace industry.

Meanwhile, there is one company supplying that industry which appears to be flying under the radar screen of some investors. We cover the name in today's morning report.

INK Ultra Money: Has oil hit the top of its range?

The current situation with Middle Eastern oil producers of low production and low prices is not sustainable according to Warren Pies, chief energy strategist for Ned Davis Research. In a must watch interview for oil patch investors, Pies pictures an oil market that remains under stress despite the recent rally. He also updates his playbook as crude oil demand recovers from its lows. He continues to like having some tanker exposure which if nothing else can serve as a hedge should the oil price play out as he expects.

INK Ultra Money: a decade for traders

Today, we hear from Teddy Vallee, founder and chief investment officer of Pervalle Global. Looking over a long-term horizon, he sees negative real returns for US equities. However, he expects there will be opportunities to make money by trading and potentially investing in markets with a better outlook than the US. He has been bullish on gold miners and going forward he is very bullish on bitcoin. He believes the US dollar looks poised for a move lower later this year which should help commodities. Watch the interview (members only)>>

Bullish on gold miners now very bullish long-term on bitcoin

We also published our Top 40 for June today and we feature the top ranked stock in our morning report. It is a microcap that hopes to shake up the local agricultural supply chains. Watch the video summary (members only)>>

A weaker greenback would be welcome news for G-economy stocks

INK Ultra Money: Facebook's blockchain blockbuster

Today on INK Ultra Money, Venture capitalist, Bill Tai explains to Raoul Pal why Facebook (Mostly Sunny; FB) is on to something big with its Libra digital currency project. While regulators struggle with Facebook's ambitions, innovation surrounding data and the blockchain is taking place at a rapid pace. It is a great Real Vision interview for those who want to stay on top of the potential next wave of technological innovation. You will also get a better appreciation of why digital currencies are about to challenge the current monetary system.

As Facebook deals with regulators, crypto innovation continues

Canadian Insider Club Ultra members have access to this premium content. Watch the interview here>>  

In addition, INK Research explains that investors can still bet on a return to inflation via stocks that offer relatively cheap valuations. Click here to watch this free video>>

INK Canadian Insider Index outpaces gold, rises 2.2%

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the INK CIN briefly pushed through the 900 level but was unable to close above it. However, the Index did add 19.41 points or 2.2% to close at 896.58.

Did negative oil mark a low in commodities?

Earlier this weekend we sent out an email to our Basic account holders notifying them of some upcoming changes and highlighting our Globe and Mail feature as well as some thoughts on commodity trends. Many did not get the email due to a technical issue, so I am republishing it in a blog and apologize to those who see this article twice. Before we get into the account changes, I just want to remind non Club members that this weekend marks the end of our promotion to get 50% off the first year of a new Canadian Insider Club Ultra membership which provides access to full website features including core INK Research reports.

These reports provide valuable investing ideas such as our April 6th feature on Airboss of America (BOS). At the time, the company had just announced a major new contract win, there was insider buying and the stock was rising up our INK Edge rankings. Airboss is up more than 50% since that report and we featured the stock again this week and in the Globe and Mail this weekend. You can watch the video summary of our most recent report on INK Ultra Money Free.

Silver sends a sunny signal

In the latest Canadian Insider Insights, we explain why the recent price action in silver is an encouraging sign for the G-economy scenario characterized by government led inflation. We also look at what stocks are leading the oil patch in its remarkable share price recovery.

Today, INK Ultra Money has us asking did a negative oil price mark the bottom of the big secular commodity bear market? Listening to Russell Clark on Real Vision, that scenario seems to be a distinct possibility. The CIO of Horseman Capital Management delivers a non-consensus view on industrial commodities and technology, making his interview one that Canadian resource investors will not want to miss. Perhaps more importantly, if you are not investing in commodity related companies for the long term, this interview may have you thinking twice.

Remember, we are offering 50% off the first year of a new Canadian Insider Club Ultra membership for two more days only. Just redeem coupon code BTCLIVE at checkout. This coupon expires Saturday and only new Club Ultra memberships are eligible. Benefits of an Ultra membership include access to INK core reports and Real Vison videos via INK Ultra Money and much more. Read about the benefits here>>

INK Ultra Money: Golden sunny days

On Wednesday, we released our INK May Top 20 Gold & Precious Metals Report. This month we ran into a nice problem, at least if you are a precious metals mining investor. We had so many mining stocks with Sunny INK edge outlooks, they could not all make it into the Top 20.

We are running into this situation of a surplus of names more frequently. We seem to be entering a new golden period for miners and junior miners in particular. Some of the names that did not make it into the Top 20 include Golden Bear Resources (GBR) and Torq Resources (TORQ). There are 19 in total which include some poly-metallic miners. I have posted the complete list in INK Chat>>.

Canadian Insider Club and Ultra members are eligible for an invitation to INK Chat. Check your inbox for your registraton link or contact us if you did not receive it. If you are not a Canadian Insider Club Ultra member, today is great day to join because we are offering 50% off the first year of a new membership. Just redeem coupon code BTCLIVE at checkout. This coupon expires Saturday and only new Club Ultra memberships are eligible. Other benefits of an Ultra membership include access to INK and Real Vison videos on INK Ultra Money.

On INK Ultra Money today we feature one of the stocks that made the Top 20 list. Palladium junior Generation Mining (GENM) is the only miner on the list not focused on gold & silver. Watch the video summary below and read the full report (free).

Is a palladium rally needed to boost the stock?

We also have a fantastic premium interview for fundamental investors with Stephen Clapham, founder of Behind the Balance Sheet.

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