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

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

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

Ad blocking detected

Thank you for visiting We have detected you cannot see ads being served on our site due to blocking. Unfortunately, due to the high cost of data, we cannot serve the requested page without the accompanied ads.

If you have installed ad-blocking software, please disable it (sometimes a complete uninstall is necessary). Private browsing Firefox users should be able to disable tracking protection while visiting our website. Visit Mozilla support for more information. If you do not believe you have any ad-blocking software on your browser, you may want to try another browser, computer or internet service provider. Alternatively, you may consider the following if you want an ad-free experience.

Canadian Insider Club
$299/ year*
Daily Morning INK newsletter
+3 months archive
Canadian Market INK weekly newsletter
+3 months archive
30 publication downloads per month from the PDF store
Top 20 Gold, Top 30 Energy, Top 40 Stock downloads from the PDF store
All benefits of basic registration
No 3rd party display ads

* Price is subject to applicable taxes.

Paid subscriptions and memberships are auto-renewing unless cancelled (easily done via the Account Settings Membership Status page after logging in). Once cancelled, a subscription or membership will terminate at the end of the current term.

INK Ultra Money: Building momentum

The COVID-19 pandemic and the ensuing policymaker response may have created a turning point for building materials and forest products stocks. On Monday, INK Canadian Index member CanWel Building Materials (CWX) provided a business update in which it noted that, subsequent to reporting Q1 results, it had seen steady end-market demand resulting in an 8% increase in year. While the company reduced its dividend for Q3 by 2 cents to 12 cents, that was probably better than investors had expected. Yet, the stock continues to trade with a forward dividend yield above 10%.

In today's report, we look at Interfor (IFP) which has been on the rise. Tuesday's upbeat retail sales numbers have probably helped firm up investor sentiment towards lumber stocks in general. For those investors looking to diversify into economically sensitive stocks, the forest products area may be a spot to consider. A free version of the video summary and full morning report will be available later today on INK Ultra Money.

INK Ultra Money: Will auto sales ramp up as the US dollar gears down?

Today, INK Research makes the case that the consumer's old romantic flame with the automobile could reignite as North Americans head back to work. If so, AutoCanada (ACQ) could benefit. The stock is trading right at its 200-day moving average. Contrarians might want to kick the tires of this opportunity.

INK Ultra Money: Girl power propels junior biotech stock higher

Today, INK Research turns its attention to a Canadian biotechnology stocks that has been soaring on the back of renewed investor interest in the Canadian Healthcare sector. Two years ago, investors flocked to the group to chase pot stocks. This time around, investors seem to be more interested in genuine health care names that focus on using scientific research to develop therapeutics for COVID-19 and other ailments. Watch the free video summary below.

INK Canadian Insider Index suffers 4.2% decline as US markets sell off

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 took a spirited run at the 1,000 level but ran into heavy resistance at 992-993. Ultimately, it was then yanked downward along with correcting US markets and fell 40.95 points to close at 930.31 for a loss of 4.2%.

INK Ultra Money: D versus G Niall Ferguson weighs in

Today, economic historian Niall Ferguson tackles the question of whether we are headed for deflation or inflation. This is a fantastic video as Ferguson addresses the key issues that we try to address and monitor in our G versus D framework. For those not familiar with our framework, we have a primer on INK Ultra Money . Remarkably, Ferguson arrives at the same place as we do at this point in time.

Insights: Will it be a G or D bubble market?

While last week was a good one for our G-economy scenario which is characterized by government-led inflation, deflationary headwinds have swept in this week with gusto. Meanwhile, the Fed appears to have created a stock market bubble with retail investors bidding up the share prices of worthless companies. When this bubble bursts, what type of market will we have left? We tackle that question in this week's Insights.


INK Ultra Money: When the government cheques stop

This morning, Real Vision looks at the US macro and political environment and the implications for asset prices between now and the fall. Ed Harrison interviews Darius Dale, managing director at Hedgeye, who dispassionately applies a quantitative framework to assess where stock prices are likely headed. It is a great interview because Dale is able to cut through the noise and focus on key variables such as capital spending that will likely determine if the market's euphoria about the re-opening is justified.

INK Ultra Money: The Fed, bitcoin, and health care

While it was easy to miss in the wake of the Fed meeting, bitcoin has edged closer to $10,0000. For the past couple of weeks, it has been consolidating, so we shall see if it can sneak across that psychological barrier. On INK Ultra Money we heard from Arthur Hayes, CEO and co-founder of BitMEX a cryptocurrency exchange and derivatives platform. It is a timely interview as signs are pointing to incremental institutional interest in the space.

Today, Galaxy Digital ( GLXY) announced a trading and custody solution for institutions and accredited investors. This is a critical piece of the bitcoin adoption equation and points to further momentum in the space.

Revisiting crypto as bitcoin toys with $10,000

On that front, I would encourage investors who are interested in owning bitcoin but have not taken the plunge to put an action plan together. You will need both a trading platform and a custody solution. The time to get those two elements in place is now, not when investor excitement returns to the space.

INK Ultra Money: It's a party like 1999

Today, on INK Ultra Money Mark Cuban provides an uplifting take on the state of markets, leaving no doubt in his mind that we have entered an internet-bubble like period. It is in an insightful, entertaining, and reassuring Real Vison premium video reinforcing the idea that eventually hard work and sanity prevail over irrational exuberance.

America needs to get more productive

Of course, good luck never hurts. In today's INK morning report video summary we highlight a junior that is hunting for a world class silver deposit in Colorado. The video and full report is now available on INK Ultra Money Free.

INK Ultra Money: Will deflation strike back this summer?

The past month has been a good one for the G-economy scenario which we characterize as an environment dominated by government-led inflation. However, it is probably too soon to rule out deflation as a potential force that could lead us to a D-economy which is dominated by falling prices as a result of record debt overhang. Today on INK Ultra Money, we hear from former Morgan Stanley market analyst Gerard Minack who makes the case for a return to disinflation later this year.


Subscribe to RSS - blogs