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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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This stock could soar if James Bay has its day

In our morning report on April 16th for club members, we highlighted insider activity in a prospective emerging Canadian mining play. While the name is only for those who have high risk tolerance, it is already up more than 20% since our report. If things go right in its play area, I believe the stock has the potential to go a lot higher. It is a stock I personally hold via a modest position.

*Plus taxes

While this play remains off the radar screens of most investors, last week a big mining player made a nearly C$6 million investment in another junior in the area. Of course, there are no guarantees as drill results will ultimately determine the stock's fate. But if you are interested in junior mining or speculative situations, this is a report you will want to read.

Three reasons why BHP invested in Midland Exploration

In his April 16th Discovery Watch broadcast, John Kaiser provides an overview of recent news flow out of the James Bay area of Northern Quebec. He kicks things off with the Monday news of BHP Billiton Canada's $5.8 million investment into Midland Exploration (MD). Why would BHP, the largest copper producer in the world, be interested in this tiny Canadian junior?

James Bay, Quebec mining area (source Azimut Exploration)

Mr. Kaiser believes there are three reasons.

Insights: Widespread sentiment slump suggests stock rally may stumble

In the latest edition of Canadian Insider Insights, we assess what slumping insider sentiment means for the broad market as well as pot stocks. Importantly, as we head into summer, we expect stock selection will play an outsized role in delivering performance for investors. Meanwhile, our insider of the week comes from the junior mining group where many eyes are focused on the James Bay area in Quebec.

Our April 15th Insider of the Week

Will this insider and his team deliver the next big mining play? Click here to read more in our latest free-to-air newsletter.

Start every week off with INK Edge stock research

We just did another first on CanadianInsider.com. We now provide free quantitative INK Edge stock rankings updated monthly for thousands of North American companies. While other sites charge for these types of rankings, we are posting them monthly for free. We are also the only site that incorporates insider commitment along with fundamentals to determine a stock’s ranking. You can watch our short video below that explains the INK Edge process which we run daily for INKResearch.com subscribers and company PDF reports on this site.

INK Canadian Insider Index rises 2.5 points, nears breakout

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. The Index had a fairly quiet week but drifted 2.5 points higher by week's end to close at 1149.39.

Are we near a peak clean energy moment?

On Friday, the Globe and Mail ran a story highlighting a move to renewable-energy sources, saying that renewable-power prices "are now competitive with traditional sources of power in many jurisdictions". Bob Hoye from ChartsandMarkets.com in his April 12th Friday night broadcast takes aim at the article by questioning the practicality of relying solar and wind power.

Hoye suggests we might be near peak clean energy

First Nation showdown in Northern Ontario

In his April 9th Discovery Watch broadcast, John Kaiser from Kaiser Research Online returns to James Bay, but this time on the Ontario side (he covered Midland Exploration's Mythril project in Quebec last week). On March 5th, Niobay Metals (NBY) reported that the Moose Cree First Nation and one of its members had brought an application for judicial review seeking to, among other things, set aside a recently issued exploration permit and requiring the government to consult further with the First Nation before issuing any other permit.

 
 
This development will also likely catch the attention of Detour Gold ( DGC) investors. Detour Gold is attempting to do its West Detour expansion in the area. According to Mr. Kaiser, the same Moose Cree First Nation filed a protest back in 2017 which has delayed Detour's plans.

Shopify rallies $8 after being featured in Insights

On Monday night we published and distributed our weekly Canadian Insider Insights newsletter, Will the bulls keep up the energy to win? Our insider of the week was Shopify (SHOP) CEO Tobias Lütke. In the report, we highlighted that thanks in part to his large holdings in the company, the stock ranked very high in terms of insider commitment.

Shopify CEO Tobias Lütke*

We suggested this was bad news for short-sellers as our INK short signal for the stock was pointing to a potential short-squeeze. Generally, we believe short-selling strategies are best targeted at stocks that do not have strong insider commitment rankings. More often than not, we expect the insiders to come out on top of a short-selling challenge.

Shorts hooked on High Liner Foods

High Liner Foods is the most shorted stock on the TSX based on IIROC and INK data. Shorts added to their positions as the stock rallied 11.8% since March 15th. However, their bets may still pay off. Based on INK signals, the stock appears at risk of a bearish set up based on a combination of relatively large short-selling and average insider commitment.

Will James Bay lead the way for a junior resource stock revival?

In his April 4th Discovery Watch broadcast, John Kaiser bemoans the continued grinding lower of junior resource stocks. He closely tracks the state of the junior resource area on his website KaiserResearch.com, and he does not like what he sees. Looking at the average traded price and traded value of the junior resource stocks on the TSX Venture exchange, he notes that the traded value of resource stock is a fraction of the total traded value on the exchange, with the rest being non-resource including cannabis-related stocks:

What's really discouraging is that not only is there no rise in the traded value of resource juniors, but the traded price is flat and has been flat for some time now. We are now in the 8th year of a junior resource sector bear market

For a turnaround, Mr. Kaiser is watching for developments that could get traditional mining investors excited about the group again. Mr. Kaiser identifies two key investing audiences for junior mining.

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