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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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Friday on INK Ultra Money Free: Ringing the bell at BCE

Here is the video summary of the INK morning report distributed to INK subscribers and Canadian Insider Club members on February 24th.  The political clouds are rolling in over BCE (BCE) stock. INK Research explains why investors should take note.

Politicians have BCE revenue in their sights

Get full access to INK Research morning reports and much more by becoming a Canadian Insider Club Ultra member. A key benefit includes instant access to Real Vision and INK Research premium videos. Click here to learn more. Low-cost monthly Ultra subscriptions are also available.

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Thursday on INK Ultra Money: Will low rates inoculate Atrium Mortgage from virus worries?

Here is what's new today on INK Ultra Money. Canadian Insider Club Ultra members have access to both premium and free content. If you are asked to sign in, select Canadian insider as your subscription website.

1.Will low rates inoculate Atrium Mortgage from virus worries?

Atrium Mortgage Investment (AI) recently reported record results. But that has not made the stock immune to coronavirus fears. Lower rates could help

 

Most mortgages in the GTA

2. The perfect storm of value and volatility - Real Vision

Carson Block on Tesla and INK Research downgrades the US market

Based on INK Research sentiment indicator changes, this morning we downgraded the US market to overvalued. While a bounce could take place should coronavirus disease (COVID-19) worries subside, we believe it would be a mistake to aggressively add to certain positions that worked in the past. There is one big name that we believe investors should avoid right now based on our signals.

The name and our rationale for the US market downgrade are in our latest US Market report.

Wednesday on INK Ultra Money: Carson Block on activist short selling plus soggy days for Agnico Eagle Mines

Here is what's new today on INK Ultra Money. Canadian Insider Club Ultra members have access to both premium and free content. If you are asked to sign in, select Canadian insider as your subscription website.

1. Activist Short-Selling: Uncovering Fraud and the Future - Real Vision

Carson Block, CIO of Muddy Waters Capital – an activist short-selling fund, joins Real Vision again to discuss activist short-selling and how he found his way into this niche corner of the financial markets. Block addresses criticisms of short-selling in general, dispels widely held misconceptions about activist shorts, and reveals how he goes about targeting companies to place short bets on. Block shares a few anecdotes from companies he has shorted in the past and reveals his thoughts about what the future of the short-selling industry might be. Block also outlines his thoughts on Tesla, non-GAAP accounting, and why he employs behavioral analysts when executives of companies respond to Muddy Waters’ reports. Filmed on February 11, 2020 in New York.

Tuesday on INK Ultra Money: Personal healthcare risk and Twitter as a research tool

Here is what's new today on INK Ultra Money. Canadian Insider Club Ultra members have access to both premium and free content. If you are asked to sign in, select Canadian Insider as your subscription website. If you are not a Canadian Insider Club Ultra member, join us for access. Lower cost monthly subscriptions are available via Insider Tracking Advantage Ultra on our sister website.

1. Unmasking SuperMugatu -- Why personal healthcare fears could determine the US election - Real Vision

Dan McMurtrie, founder of Tyro Capital Management (also known as SuperMugatu on Twitter) highlights the risks of what a major healthcare scare could do to the US economy. A very timely insight and much more including his use of Twitter.

Monday on INK Ultra Money: Ringing the bell at BCE

Here is what's new today on INK Ultra Money. Canadian Insider Club Ultra members have access to both premium and free content. If you are asked to sign in, select Canadian Insider as your subscription website.

1. Ringing the bell at BCE - INK Research

The clouds are rolling in over BCE (BCE) stock. INK Research explains why.

Politicians have BCE revenue in their sights

If you are not a Canadian Insider Club Ultra member, join us for access. Lower cost monthly subscriptions are available via Insider Tracking Advantage Ultra on our sister website.

2. Agricultural Commodities and the Impending Solar Cycle Shock- Real Vision

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INK Canadian Insider Index marches to new 2020 highs

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 built impressively upon the prior week’s rally with an 11.16 point climb, slicing through 1215 and 1220 resistance as it notches brand new 2020 highs. The Index closed the week up 0.9% and has risen 2.55% in the last 2 weeks alone.

Insights: The Fed's remedy (Spoiler: it is not Japanisation of the yield curve)

While the Wuhan coronavirus captured investor attention on Friday, a Fed official was laying out her prescription of what the central bank should do if things unravel. If Lael Brainard has her way, the Fed will be staking new ground in its efforts to lift inflation. It could have a major impact on Canadian stocks. We explain why in this week's Insights. In addition, gold investors should enjoy our video of the week that features the insider of the week from last week. Click here to read our latest newsletter.

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Friday on INK Ultra Money: Enthusiastic Aquilini

Here is what's new today on INK Ultra Money. Canadian Insider Club Ultra members have access to both premium and free content. If you are asked to sign in, select Canadian Insider as your subscription website.

1. Enthusiastic Aquilini - INK Research

As esports gains in popularity, Enthusiast Gaming Holdings (EGLX) has thrown its hat into the ring to try and profit from all the excitement. The company has at least one big backer from the real sports world who seems enthusiastic about the stock's prospects.

Leveraging the real sports world

If you are not a Canadian Insider Club Ultra member, join us for access. Lower cost monthly subscriptions are available via Insider Tracking Advantage Ultra on our sister website.

2. Reversal of fortune: Inside pensions and the erosion of retirement - Real Vision

Thursday on INK Ultra Money: How HOOPP seeks to avoid getting hooped

Here is what's new today on INK Ultra Money. Canadian Insider Club Ultra members have access to both premium and free content. If you are asked to sign in, select Canadian Insider as your subscription website.

1. Managing eighty billion dollars worth of risk - Real Vision

With a record number of pension funds underfunded, the notion of having an “overfunded pension” can sound impossible. And yet that is exactly what Jim Keohane, CEO of the Healthcare of Ontario Pension Plan (HOOPP) has managed to achieve. Keohane speaks to Real Vision’s Ed Harrison about the remarkable obstacles pension funds face and how they can survive and thrive in the face of these challenges. Keohane argues that defined-benefit pensions can be sustainable if the fund manages risk the right way. Keohane articulates his process in constructing HOOPP’s portfolio, which is relied upon by its over 350,000 members, and describes how he uses derivates to manage risk for over $80 billion in assets. Filmed on February 13, 2020 in Toronto.

 

Dodged the Nortel bullet

2. Will Birchcliff finally bounce back? - INK Research

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