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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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Expect inflation expectations to be a big driver of fortunes in 2020

With political tensions heating up again in the Middle East, the oil price is likely to find a bit more support as stockpiles are increased around the world just in case something goes really wrong. A firmer oil price would help to firm up inflation expectations which could have big implications for stocks. In my New Year's Eve interview with Jim Goddard at HoweStreet.com, I explain my view that inflation expectations will likely be a key driver of returns in the coming year.

Stocks and players with the most insider buying in 2019

We end off the year by tallying up the companies and insiders who had the most net public-market buying in 2019. We are only looking at beneficial buying, so if an insider is buying on a control or direction basis that won't get counted as it is a trade for someone's benefit (or potential loss). The amounts are in millions of dollars, and the year-to-date (YTD) returns are as of December 29th. We start off with companies that have had the most officers or director buying.

Monday on INK Ultra Money Free: Look Back at It (2019)

 In the last episode this year of The One Thing, Drew looks back at the most important themes they covered in 2019, from investment process to trade war. This episode contains short clips from guests such as short-seller Marc Cohodes along with some regular Real Vision contributors who will likely be back in 2020 to pick up from where they left off on topics from China to recession watch.

Start the New Year off better equipped to capitalize on what could be an inflation-driven Canadian bull market with a Canadian Insider Club Ultra Membership which provides access to Real Vision and INK Research premium videos plus core INK Research reports. Low-cost monthly Ultra subscriptions are also available via our sister Insider Tracking website. For a rundown of subscription options and prices click here.

INK Ultra Money: Tax-loss selling alert for Osisko Metals

Heading into 2020, a lot is riding on the path of inflation expectations. Osisko Metals (OM) is a stock that should be benefiting from rising inflation expectations. However, as we wrote in our INK morning report December 19th and again in the Globe and Mail Saturday, tax-loss selling season has probably depressed the share price. With the season now over, could the stock rally? Watch this free Ultra Money video for our take. 

Osisko Metals has big ambitions at Hay River

Get a jump on 2020 and join the Canadian Insider (CIN) Club as an Ultra member today. Act this weekend to save $99 per year (until you cancel) on an CIN Research Club Ultra membership and you will never miss another INK Ultra Money video including Real Vision or INK morning report. You will also be supporting our independent research service which does not accept payments for stock coverage.

Video script:

INK Ultra Money Free: Canadian oil & gas is on fire, what's next?

The Fed's not-QE T-bill buying programming which started in mid-October screamed commodity inflation to us. As we have written in many of our research notes over the past two months, we predicted that in contrast to Bernanke's old-school bond buying QE, Powell's money-market focused not-QE would have more of a punch for commodity inflation.

Our attention immediately zeroed in on neglected, if not hated, Canadian oil patch stocks. Low oil & gas prices and gloomy chatter about Alberta separatism was already providing a nice contrarian setup for Canadian oil patch stocks. Then came the Fed and not-QE. That was all we needed to go all-in on Canadian oil & gas.

Fed T-bill buying is a greenlight for commodities

Since getting the Fed's not-QE green light we have highlighted 10 oil & gas stocks in our morning reports for Canadian Club members and INK subscribers.

Monday on INK Ultra Money: Forget fossil fuel cold turkey to achieve decarbonization

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free video, while Canadian Insider Club Ultra members have access to all premium videos from Real Vision and INK Research. If you are not an Ultra member of the Canadian Insider Club, join today and save $99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. Why fossil fuels must remain part of a decarbonized global energy system - Real Vision (Free)

 The movement to a decarbonized world will require further investment in fossil fuel technologies. That is the take as Drew breaks down Rob West’s recent presentation to see where the energy industry needs to go over the next 30 years. Rob West effectively dismantles the common views heard from the global environmental movement that the world must get completely off fossil fuels. Instead, he makes the case that the only way to achieve a decarbonized future is to have some fossil fuels as part of the solution.

World won't decarbonize without some fossil fuels

2. How easy money enabled the shale revolution - Real Vision (Ultra member video)

Insights: An inflated outlook for 2020

In our last Insights newsletter edition for the year, we look at what we expect will make or break it for Canadian stocks in 2020 - the direction of inflation expectations. Our broadcast of the week focuses on the cannabis industry with a special focus on Aurora Cannabis (ACB) while our insider of the week is a power CEO!

Click here to read.

Monday on INK Ultra Money: Michael Gayed takes on the bond bulls, plus betting on GT Gold

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free video and audio, while Canadian Insider Club Ultra members have access to all premium videos from Real Vision and INK Research. If you are not an Ultra member of the Canadian Insider Club, join today and save $99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. The Problem with Passive: Part II - Real Vision (free video)

 What happens to financial markets when passive strategies become the norm? This week, Drew breaks down the conversation between Mike Green and Raoul Pal to understand how massive that passive strategies are. The full version of this video was broadcast on INK Ultra Money December 11th.

Market structure has changed

2. In the Golden Triangle, insiders and Newmont bet on GT Gold - INK Research (free audio, Ultra subscriber video)

INK Canadian Insider Index's momentum exits overbought conditions

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. After unsuccessfully attempting to climb above 1170 a second week in a row, the Index took a second small breather in a row last week and finished down 4.36 points at 1165.13.

Insights: As goes crude, so goes the reflation trade

In this week's Insights we focus on the Energy sector. Will it be three times lucky for the group? Our broadcast of the week looks at the case for gold while our insider of the week is none other Bank of Canada Governor Stephen Poloz. Click here to read.

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