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.

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Energy will be key for Canadian investors and politicians in 2019

In his latest Howe Street interview with Jim Goddard, INK Research CEO Ted Dixon sees the Energy sector as being key to the fortunes of both Canadian investors and politicians in 2019. Based on INK's indicators he also sees a period of consolidation ahead for Canadian stocks. Meanwhile, in the United States investors seem inclined to favour high-priced growth stocks again. We are seeing some of that in Canada too, as cannabis stocks enjoy renewed investor interest despite the risks.

INK Energy Report: Turnaround time in the Canadian oil patch?

Where's Wares investing?

The trajectory has been mostly down for mining stocks since gold topped out at US$1,900 an ounce in 2011. The bear market has been even grimmer for exploration companies, which are now competing with marijuana and blockchain plays for risk capital. The long downward slide is reflected in the underperformance of the TSX Venture Exchange, which has plummeted from 2,400 in February 2011 to about 600 today.

New type of junior to emerge as a slow-motion societal implosion boosts gold

In his latest Discovery Watch episode, John Kaiser of Kaiser Research Online has mixed feelings about giant gold mergers such as the Newmont (NEM*US) - Goldcorp (G) deal announced this week. In the short-term, he sees these mega companies being less likely to help out junior explorers. However, this is not all bad. Mr. Kaiser believes standalone well-financed juniors focused on discoveries can thrive until the big companies get back to chasing juniors, likely after the real price of gold advances over the next couple of years.

INK Canadian Insider Index Jumps 3.6%, Outpaces US Indices

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 continued its early-2019 surge and added 37.43 points to reach 1089.07 for a 3.6% gain. The Index outperformed the SPDR S&P 500 ETF (SPY) which climbed 2.6%. In all, the INK CIN is now up an impressive 10% from its December lows.

Markets are leaving the twilight zone

Market historian Bob Hoye from characterizes the hit to markets so far as an item from the twilight zone. While he believes that the initial down leg is ending, there likely remains more trouble ahead.

Listen to Bob Hoye's latest take on the markets

Friday night blues for short sellers battling Bonterra, Home Capital and Corus Ent. insiders

During the past week, in the INK morning report we focused on two situations where insiders were taking the opposite position against short sellers of their stock. On Thursday we highlighted CEO and CFO buying at Bonterra Energy (Mostly Sunny; BNE) while on Friday we revisited the Home Capital Group ( Sunny; HCG) story.  Meanwhile, shorts suffered another set back at Corus Entertainment (Sunny; CJR) which we highlighted at the end of last year.

Bullish divergence at Corus Ent.: Insider holdings up, shorts down (click for larger)

Khiron Life Sciences is one of four cannabis stocks in the January Top 40

Two big themes emerge in the January INK Edge Top 40 Stock Report distributed Wednesday morning to Canadian Insider Club members. First, bargain hunters have something to cheer about with eight stocks making the list that rank highly in terms of offering cheap valuations. Secondly, four cannabis-oriented stocks (which we would categorize as growth story stocks) make the list this month. That's a first for the Top 40 as insiders had been more inclined to sell pot stocks than buy. Now, there are a handful where just the opposite is taking place.

Khiron Life Sciences is a Latin America-focused cannabis company

Muir concerned First Nations being exploited by professional pipeline protestors

In his latest interview with Jim Goddard, Stewart Muir of worries that the anti-Coastal GasLink pipeline protest in Northern B.C. that has included a blockade has little to do with indigenous rights and more to do with groups that do not want Canada to develop its hydrocarbon assets.

Two big achievements for Sun Metals in December

In his first Discovery Watch interview of 2019, John Kaiser of Kaiser Research Online suggests that Golden Triangle driller Sun Metals (Sunny; SUNM) achieved two important accomplishments last month. Leading up to December of last year, Mr. Kaiser believes the company demonstrated via recent exploration activities that its Stardust project likely has a new dimension of higher-grade mineralization than the already outlined Canyon Creek resource. 

Happy New Year for Canadian midcaps

After a dismal 2018, Canadian stocks as tracked by the mid-cap oriented INK Canadian Insider (CIN) Index are off to a happy start in the New Year with the index advancing 1.6% in the first three trading days of 2019. With the experience of last October fresh in our minds when Canadian stocks jumped at the start of the month, only to swoon in the following weeks, we are hesitant to make too much out of the move. However, there are some encouraging signs.

Colombia oil & gas producer Gran Tierra Energy is an early winner in 2019 (click for larger)


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