INK Staff's blog

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).

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.

Listen to former Attorney General of Canada Jody Wilson-Raybould detail attempts by Justin Trudeau and others to get her to secure a deferred prosecution agreement with SNC Lavalin (SNC). Watch the explosive testimony below.

Watch Canada's former Attorney General drop bombshell-after-bombshell

You can also download an audio MP3 version below.

We have just published our second edition of Canadian Insider Insights, a newsletter exclusively for CanadianInsider.com users. This publication seeks to provide a quick read on what insiders are telling us about the outlook for the Canadian market. Commentary draws heavily from our institutional Market INK report to bring you distinct, independent insight you will not find anywhere else.

INK's Insider of the week

You can read this week's edition Monetary policy winds change direction to favour Canadian stocks in HTML format via our Insights archive page.

In his latest Howe Street broadcast, Bob Hoye from ChartsandMarkets.com takes aim at the assumption that the Bank of Canada can control the economy and explains why gold miners and explorers can thrive during a post-bubble contraction.

Myth the Bank of Canada can manage the economy (pic source D. Neuman)

Hoye takes aim at the idea that the central bank keep the economy on track by setting interest rates. In particular, he points out to history that debunks the myth that central banking can prevent economic setbacks.

A week before Bombardier (No outlook; BBD.B) is scheduled to release its Q4 earnings report on February 14th, the taxpayer supported aerospace, rail & defense firm announced today that it is losing one of its key executives. According to a company press release, Bombardier Transportation President Laurent Troger has informed the company of his intention to resign and pursue opportunities outside the company.

After publication of the INK Morning Report this morning, IMV (IMV) released an update on its DPX-Survivac Program following a routine meeting with the FDA.

In the release the company reports:

the FDA acknowledged the potential for accelerated approvals in advanced ovarian cancer based on objective response rate (ORR) according to RECIST 1.1 criteria with reported median duration of response (DOR). In addition, the FDA provided important guidance on clinical design considerations for different lines of therapy and platinum-sensitive and -resistant patient populations.

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?

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.