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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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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.

Dives and divergence: the INK Canadian Insider Index drops 2.8%

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. The INK CIN Index tumbled yet again last week, shedding 32.65 points or 2.8%. The Index has now endured a nearly vertical correction of over 9% these past four weeks.

INK Canadian Insider Index slips, but momentum improves

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. The INK CIN retreated again last week, though it endured a much smaller hit than the week prior (falling 8.6 points vs 42.6 points). This slower rate of descent may provide bulls some hope their ride down this slippery slope is near its end. The Index closed at 1167.08 and has declined over 6.5% in the last 3 weeks.

INK Canadian Insider Index tumbles but outperforms the S&P 500

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, with downward momentum already in control, the Index got sucked down alongside the weakness in US and world markets. The INK CIN Index slid 42.55 points for a 3.5% loss. The INK CIN finished the week at 1175.72 and has fallen 5.9% in the last two weeks alone.

INK Canadian Insider Index Tumbles 2.4% after Hitting Wall at 1260 Resistance

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. The Index seemed near a change of pace ahead of trading last week, as momentum indicators appeared to break a 4-month downtrend.  Indeed, the INK CIN even managed to turn up as high as 1264.01.  However, the Index could neither maintain its nascent burst of energy, nor its support in the 1240s and plunged downward in waterfall fashion to end the week at 1218.27 for a 29.5 point drop for a loss of 2.4%.

INK Canadian Insider Index: Momentum Indicators Halt 4-Month Downtrend

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. The INK Canadian Insider Index continued to grind higher, even as copper and US Markets retreated slightly. The INK CIN registered its second positive week in a row and gained 2.31 points to close at 1247.79.

INK Canadian Insider Index Lifts as Copper Soars

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. The INK Canadian Insider Index shook off some rust and began to grind higher in an action-packed week that saw the US dollar fall and the price of copper soar - as I have predicted in our last few reviews. The INK CIN added 8 points to close at 1245.48.

Corporate Credit – A Chasm Between Risk Perceptions and Actual Risk

Shifts in Credit-Land: Repatriation Hurts Small Corporate Borrowers

A recent Bloomberg article informs us that US companies with large cash hoards (such as AAPL and ORCL) were sizable players in corporate debt markets, supplying plenty of funds to borrowers in need of US dollars. Ever since US tax cuts have prompted repatriation flows, a "$300 billion-per-year hole" has been left in the market, as Bloomberg puts it. The chart below depicts the situation as of the end of August (not much has changed since then).

 

Short term (1-3 year) yields have risen strongly as a handful of cash-rich tech companies have begun to repatriate funds to the US.

 

Now these borrowers find it harder to get hold of funding. This in turn is putting additional pressure on their borrowing costs. At the same time, the cash-rich companies no longer need to fund share buybacks and dividends by issuing bonds themselves.

The upshot is that the financially strongest companies no longer issue new short term debt, while smaller and financially weaker companies are scrambling for funding and are faced with soaring interest rate expenses – which makes them even weaker.

INK Canadian Insider Index holds 1 point gain, finishes at 1237.59

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 pulled back as low as 1225.65 before bouncing to finish the week at 1237.59 for a gain of 1.15 points.

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