Blogs

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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Jim Pattison, Ron Joyce, and Just Energy

Can two of Canada’s best known billionaires be on to something? Investors may learn more when Just Energy Group (JE) releases year-end results next Friday, May 14th, after the market closes.

Shares of Just Energy have been in the penalty box for years. Volatile prices for energy, notably natural gas and electricity, played havoc on margins at the wholesaler, whose army of door-knocking sales representatives offer homeowners long-term fixed price contracts for home heating fuel and related services.

From Goldman to Gold Man, it pays to be Thornton

As a former director, president and co-CEO of Goldman Sachs (GS*US), John Thornton had presumably developed a thick skin as well as a large wallet.

The uber-profitable U.S. investment bank - famously described as a "great vampire squid wrapped around the face of humanity" by Rolling Stone writer Matt Taibbi - has been a favourite target of critics on Wall Street and beyond even before the financial crisis shook the foundations of U.S. finance. (Thornton retired from Goldman in 2003.)

Miners top the April INK Edge Top 40

Late last night we posted our April INK Edge Top 40 stocks on the INK Research website for subscribers. Saskatchewan focused Foran Mining Corporation (FOM) took the top spot. Miners in general have had a strong showing this month: Claude Resources Inc. (CRJ) and Dominion Diamond Corporation (DDC) helped to account, with Foran and other miners, for five out of the top ten spots, and, all told, Basic Materials (25%) edged out Financials (22.5%) to maintain its lead in the Top 40's sector allocation.

Radio interview: Canadian insiders edge out of the defensive zone

With hockey playoffs in full swing, on Saturday's edition of This Week in Money I explained to host Jim Goddard how insiders are edging out of the defensive zone. Less REITs and slightly greater risk in the Energy sector point to a more growth-oriented posture among insiders. These moves might also suggest that insiders feel long-term Canadian bond rates may have seen their lows at least for now.

Are quietly climbing microcaps and commodities foretelling a return to risk and speculation?

We are pleased to celebrate the re-launch of Canadian Insider by sharing some thoughts on the market. 

We begin with a particularly noteworthy chart. The iShares Russell Microcap Index Fund (IWC*US) is a chart I have been following closely. It may surprise people that this fund which holds small cap companies in diverse sectors, has been outperforming the US and Canadian market for about a year and has in the past few sessions, broken out to a multi-year high - importantly, with very little attention from the financial media.

Ross Beaty beefs up junior holdings

Vancouver mining magnate Ross Beaty has been dubbed a "broken slot machine" for his track record of identifying mineral deposits, developing them and selling them to majors.
 
Beaty's latest scores were the sales last year of Augusta Resources, of which he was a 10% shareholder, to Hudbay Minerals (HBM) for $555 million and of his Lumina Copper to First Quantum Minerals (FM) for $470 million. His take from those two transactions alone was more than $165 million.

SEDI filings activity data for April 20 now up-to-date

I am updating my earlier posting regarding the delayed SEDI data.
 
We have received our daily data file for yesterday from the operators of the SEDI website and the CanadianInsider.com is now up-to-date.  
 
TSX and TSX Venture insider marker data was not impacted.
 
We apologize for the inconvenience which was due to circumstances beyond our control.
 

New features, more benefits on CanadianInsider.com

Welcome to the latest version of CanadianInsider.com as we strive to make the service more tablet and mobile friendly. We know that it often takes time to get accustomed to changes, so we have tried to make it worth your while by including new features that will help you make better investing decisions.

Number Cruncher: health care, industrials and tech: 10 top-ranked stocks

What are we looking for?

The 10 highest ranking stocks in some of Canada’s most innovation-dependent sectors: health care, industrials and technology (HITs). Rankings are determined by the INK Edge V.I.P. criteria (valuations, insider commitment and price momentum). This is the same approach we apply across the broad market to determine membership for the INK Canadian Insider Index, which is used by the Horizons Canadian Insider Index ETF (HII).

No Twisting by the Pool for Canadian Insiders or Investors

In the wake of the prolonged 1980-82 UK recession, pop band Dire Straits released a tongue and cheek swing record Twisting by the Pool romanticizing the good life on Europe's Mediterranean coast. The song popped into my mind after reading the Federal Reserve's monetary policy statement today. For some reason, the US Federal Reserve has deemed it fit to try and flatten the yield curve by selling short-term bonds and buying bonds with maturities of over six years. While I know this was rumoured in the market for some time, based on today's late day action in the bond and equity markets I would suggest that there was some skepticism that the Fed would actually do this.
 

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