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5i Research was founded by Peter Hodson; one of the "Warren Buffetts of Canada" according to the Globe and Mail.

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.

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INK Canadian Insider Index beat the S&P/TSX Composite by 5% annually

Over the years, at INK we have been sharpening our focus on insider commitment: the amount of stock that public company officers and directors are buying and holding. Insider commitment forms the foundation of the rules-based INK Canadian Insider (CIN) Index. Our index process equally considers insider commitment with valuations and price momentum to identify 50-stocks which as group should offer attractive opportunity in the Canadian market.

Does it work? Or as a Globe and Mail writer recently asked when looking at the Horizons Cdn Insider Index ETF (HII) which uses the index, is it a solid strategy or gimmick? Instead of relying on opinion, let's look at the data.

Will it take a Fed accident to boost gold?

For those investors who look to gold for inflation protection, it seems they are prone to selling gold when they believe the Fed is going to at some point start raising interest rates and buying gold when the Fed is expected to get looser. That is what INK has found in this month's Gold Top 20 Stock Report in looking at the relationship between forward gold prices and our monetary tightening indicator. So what does this mean for gold prices now?

Important week ahead as INK Canadian Insider Index tumbles 1.6%

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the INK Canadian Insider Index continued its prior rally climbing 20 points higher to 1170, before giving up those gains and more. The Index closed at 1133.74 for a loss of 18.21 points or 1.6%. Though it's worth noting part of the decline can be attributed to the heavy 18% loss by Index constituent Bombardier (BBD).

INK Research Announces Semi-Annual Review of the INK Canadian Insider Index

 

Vancouver, November 9, 2018 - INK Research (INK) announces changes to the INK Canadian Insider Index as a result of the rules-based semi-annual review. These changes will be effective at the close on Friday, November 16, 2018.

ADDITIONS (Name and Symbol)

Aimia Inc. (AIM)
Alaris Royalty Corp. (AD)
American Hotel Income Properties REIT LP (HOT.UN)
Barrick Gold Corporation (ABX)
Cineplex Inc. (CGX)
Clearwater Seafoods Incorporated (CLR)
Dundee Precious Metals Inc. (DPM)
Element Fleet Management Corp. (EFN)
Gibson Energy Inc. (GEI)
MTY Food Group Inc. (MTY)
North American Construction Group Ltd. (NOA)
Wesdome Gold Mines Ltd. (WDO)

DELETIONS

Will S2 Resources deep Nevada drilling give Coral Gold a boost?

Coral Gold shareholders may be keeping a close eye on drilling activity at the Renaissance Gold (REN) Ecru project which is located just to the north east of the Barrick Gold (Sunny; ABX) Robertson project. As John Kaiser explains in his November 7th Discovery Watch broadcast, Renaissance has optioned up to 70% of the project to Australia-listed S2 Resources which has a drilling program underway now that includes deep target holes.

Image source: Renaissance Gold

The silver lining in short data

Insiders can help make sense of short selling data when it is released in the middle and at the end of every month. There are three general scenarios that can arise. First, if a stock is seeing both short covering and insider buying, we have two positive pieces of information leading to a bullish consensus.

Insiders stop short of signalling a floor is in for US stocks

As we have written before in this report, we believe that for the market to regain its footing and march to new highs before year-end in the face of higher bond yields, financial stocks will have to lead. Typically, banks and insurance companies benefit from higher long-term interest rates and a growing economy. If they cannot outperform now with US growth above trend and long rates rising, something is likely wrong beneath the surface of the market landscape. On that front, we have seen some relative good news over the past month with the Financial Select Sector SPDR ETF (XLF) falling 3.8% which is less than the broad SPDR S&P 500 ETF (SPY), off 4.4%. Unfortunately, both are down for the period so it is hard to get too excited about the relative leadership, but at least it is a start.

Sound bites: Spences Bridge Gold Belt is back on the map

Today marks the return of our Sound Bites feature where we will be highlighting distinct commentary and opinions from Howe Street radio and possibly some other sources. To kick things off, we look at recent exploration activity in the Spences Bridge Gold Belt which John Kaiser of Kaiser Research reviewed in his November 1st Discovery Watch.

Click to listen to the interview

Westhaven Ventures (Sunny; WHN) stock soared after it announced on October 17th that it had drilled 17.77 metres of 24.50 g/t gold at its Shovelnose project located in the Spences Bridge Gold Belt of south central British Columbia. That followed an earlier promising hole that was reported on October 2nd. According to Kaiser:

Momentum indicators surge as INK Canadian Insider Index rallies 1.5%

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 Index made a final plunge as low as 1108.56 before it embarked on a powerful turnaround. The Index ended the week at 1151.95 with a 1.5% or 17.5-point gain, as world markets rebounded with gusto.

Players in the Financials are the ones to watch even as cannabis insiders tiptoe back into stocks

In my latest interview with Jim Goddard, I explore how insiders are behaving during this period of transition as the Fed moves to tighten financial conditions after a decade of easy money. Based on our indicators, there are a few bright spots in North America, but generally the insider response to the market correction has been tepid.

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