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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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As Fed backtracks, US insiders look for bargains

As stocks tumbled in the wake of the Federal Reserve's policy statement on Thursday, insider buying was ticking up. While our 60-day US Indicator is only marginally higher, our shorter-term 30-day moved up from the mid-70s to approach the 80 level at which point there would be four stocks with key insider buying for every five with selling. The continued interest among insiders to buy reflects that many stocks are getting cheap enough to get their attention. 

Harper's appointed central banker unapologetic for oil patch pain

Stephen Poloz, the Harper-appointed chief of our central bank, was in Calgary Monday to talk about resources and "policy lessons." I am not going to quote from the speech as I prefer to focus on what was missing from his remarks. The contents of the speech were the usual mix of Bank of Canada rhetoric such as "the Bank has built up credibility" and confidence in the institution's ability to assess the workings of the economy.

Almost immediately after starting the job as Bank of Canada Governor, Mr. Poloz began talking down the currency in an attempt to remake the industrial landscape, but if he has learned any lessons about his policy's role in what ensued, his speech failed to acknowledge it. Specifically, the refusal of the central bank governor to acknowledge the role his institution played in exacerbating the downturn in the oil patch via the premature loosening of monetary conditions was a telling omission.

Watching this week if the INK CIN Index can retake 1030

Technical Overview by Nicholas Winton, Hedgehog Trader and @HedgehogTrader on Twitter

Thank you for joining us for our technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Since our last update in which we highlighted several bullish characteristics of its chart, the index bounced from the bottom of its consolidation pattern and rose 2% before pausing on Friday. 

While Yellen remains the same, Trudeau scores on change

We are working on two themes for Monday's Market INK report in wake of the Thursday's double-header for the markets. First up was Janet Yellen and her band of monetary policy makers. After months of preparing investors for a rate hike, she not only delayed, but also backtracked. For months we have been flagging the losing battle that the Fed has waged to get inflation back to their target (not our target I might add). Now, finally they are being up front with investors that they do not see hitting their target until sometime after Obama is long gone from the White House.

INK CIN Index sees major support at 990 and major resistance at 1060

Technical Overview by Nicholas Winton, @HedgehogTrader on Twitter

Thank you for joining us in this new weekly feature where we take a technical look at the INK Canadian Insider Index. In August, the index suffered a quick and sharp sell-off before rebounding and paring its losses. Following its partial recovery, the Canadian Insider Index has been trading in a very narrow range as investors await a decision from the Federal Reserve on an interest rate increase.   

Harper economics: running on debt and easy money

One of the most important decisions a government makes is the appointment of the CEO in charge of the cost of living, the governor of the Bank of Canada. The Harper conservatives abandoned the principles of sound monetary policy in the home stretch of the last mandate with the appointment of Stephen Poloz to that role on May 2, 2013. It was a decision that likely helped tip Canada into recession. Worryingly, the Bank of Canada and Harper conservative policy mix has also resulted in shifting the relative debt burden away from the Federal government's official balance sheet and dramatically onto Canadian families and CMHC.

Robins joins modern-day Yukon gold rush

John Robins' connection to the Yukon runs deep -- his great-great grandfather trekked north as part of the Klondike gold rush of 1896 to 1899, joining an estimated 100,000 prospectors seeking their fortunes.

As Fed gives up on inflation, insiders signal US stocks may get cheaper

Markets are in the process of resetting as the US central bank effectively put to rest any notion that it was going to do anything more to help inflation get back to its 2% target. On Saturday, Fed Vice Chairman Stanley Fischer addressed the Kansas City Federal Reserve economic symposium at Jackson Hole, Wyoming where he more or less repeated the same old line that the Fed expects inflation to move back to target. Mr. Fischer's speech was a polite way of saying that the Fed is going to let the inflation chips fall as they may and more tightening is on the way.

Number Cruncher: Insiders see opportunities in these 15 TSX stocks

What are we looking for?

We are halfway to the next semi-annual rebalancing of the INK Canadian Insider Index, which will be implemented on Nov. 20. Today, we look for the stocks that are leading candidates for inclusion in the 50-stock index used by the Horizons Canadian Insider Index ETF (HII). A stock already in the index before rebalancing date stays so long as it is in the top 30 per cent of all stocks ranked on the basis of the INK Edge V.I.P. criteria (valuations, insider commitment, price momentum). We replace index drop-outs with the top ranked V.I.P. stocks which are not already index members. To identify where insiders see the best opportunities right now, we focus on the top 15 INK Edge ranked TSX stocks.

Insiders are buying, but is a Canadian lost decade ahead?

As we suggested in our INK subscriber Monday market comments, we expect market participants to be fixated on what Fed vice-chair Stanley Fischer says about inflation at a key speech to be given at the end of this week in Jackson Hole, Wyoming. For more than a year we have been writing about the Fed's failure to achieve its annual inflation rate objective of 2%. The Fed's chickens are coming home to roost as market participants are calling the institution out on its claim to be working towards that 2% aim. So why are insiders buying?

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