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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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Will Nevada turn cold for exploration?

In his March 12th Discovery Watch broadcast, John Kaiser from Kaiser Research Online addresses the question about the future of junior mining exploration in Nevada in wake of the announced deal between Barrick Gold (ABX) and Newmont Mining (NEM) to pool their assets in the state into one giant joint-venture.

Barrick-Newmont joint venture map (click for larger)

 

He also suggests keeping a close eye on expected news from Midland Exploration (MD)'s Mythril project in the James Bay area of Quebec and PJX Resources (PJX)'s Vine Property.

North American insiders signal that stocks face heavy resistance

 There appears to be a consensus among insiders that stocks are likely to face significant resistance at current levels. On Monday, we suggested that insiders were signalling that 1,160 would be a tough nut the crack for the INK Canadian Insider Index. We see the same dynamic playing out in US markets.

Stalling insider sentiment suggests stocks may have a hard time advancing

Like our Canadian-focused INK Indicator, our US Indicator is also levelling off. Such bottoming behaviour often takes place near significant resistance points. As a result, we expect 2,800 on the S&P 500 will be hard to crack in the short-term. If we are wrong, and stocks move higher in the days ahead, it would likely signal a return to a big-stock momentum-investing playbook. That said, we would not bet on that outcome.

Insights: Holding pattern, but what's next?

This week in Insights, we tackle the question of what is next for Canadian stocks after a nice run in the first two months of the year. For clues, we look to our INK Sentiment Indicator which is showing some signs of potential weakness.

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We also highlight our Broadcast of the week and Insider of the Week. Click here to read the March 11th edition (registration not required).

Heavy resistance at 1161 turns back INK Canadian Insider Index

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. After enjoying a strong multi-week advance, the Index finally pulled back last week, shedding 22.4 points or 1.9% to close at 1135.41.

King dollar is no friend of the bull market

Since Bob Hoye from Chartsandmarkets.com issued a sequential sell signal to listeners of his evening February 22nd broadcast, the S&P 500 has fallen 1.9%. In this week's broadcast he characterizes the late December sell-off as having "changed a lot of the magic in the markets", but suggests it is still not known whether the recent decline of the past two weeks will head to new lows.

 

Hoye: A rising US dollar is not a friend of the market

In that regard, the strength of the US dollar has the market historian concerned.

Are short bets set to send Barrick soaring?

We have been digging through the latest IIROC bi-weekly short report looking for nuggets of opportunity. By assessing the combination of short positioning and insider commitment in stocks, we are typically able to spot some bullish or bearish signals.

Click for larger

In the latest IIROC report which covers the period between February 16th to 28th, Barrick Gold (Mostly Sunny; ABX) caught our attention.

Are shorts bets set to send Barrick soaring?

We have been digging through the latest IIROC bi-weekly short report looking for nuggets of opportunity. By assessing the combination of short positioning and insider commitment in stocks, we are typically able to spot some bullish or bearish signals.

Click for larger

In the latest IIROC report which covers the period between February 16th to 28th, Barrick Gold (Mostly Sunny; ABX) caught our attention.

Shorts go shopping at book and clothing retailers

According to the latest IIROC short report for the period ending February 28th, shorts appear to be pressing against insiders at Indigo Books & Music (IDG). The bookseller had a negligible short position in mid-February, but that soared to 3.1% of the stock's float by month end. Short sellers may be betting that the stock is vulnerable to seasonal factors with the busy Christmas shopping season now in the rearview mirror.

Insights: Among the miners, gold stocks shine the brightest

We have published the latest edition of Canadian Insider Insights. This week, we draw on our Market INK report commentary to explain why we see gold shining the brightest among mining stocks.

Gold insiders are behaving like a bull market is on

Click here to read the issue for the week of March 4th (registration is not required).

 

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Trudeau cabinet minister Jane Philpott resigns, read her statement why

Monday, the Honourable Jane Philpott MD, the President of the Treasury Board and Minister of Digital Government, resigned from the Trudeau government over the handling of the SNC Lavalin affair. Read her full statement below.

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