Ted Dixon's blog

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Pacton Gold a relative value Pilbara speculative play

John Kaiser kicks off his latest Discovery Watch (February 14th) reviewing the latest S2 Resources drilling at its Ecru project in Nevada characterizing the results as neither making or breaking it. The meat of the broadcast is found in the middle segment where Kaiser gives a thorough update on the status of exploration in the Pilbara region of Australia which made big waves a few years ago with the discovery of visible gold.

Pacton Gold's description of the Pilbara play (click for larger)

He ends with a tip on what to look for from Midland Exploration (MD) over the next few weeks.

Energy poised to assume Canadian market leadership from pot stocks

In my Valentine's Day interview with Jim Goddard, I make the case that Energy stocks led by Cenovus (CVE) are likely going to start pulling their weight in the Canadian market. That would be a welcome development for Canadian investors because our indicators are also suggesting that the recent marijuana stock rally is in the final stages.

Cenovus CEO Alex Pourbaix dancing to the oil patch beat

Based on American insider activity, I also make an out-of-consensus call on bond yields.

Cenovus Energy starts to run circles around oil patch rivals

We will be releasing our Energy Top 30 later tonight, and given that Cenovus Energy (CVE) continues to have a sunny INK Edge outlook we expect it will remain near the top of the charts. The company made some waves in the oil patch last year by backing the Alberta government's plan to curtail oil production, even as some key rivals such as Suncor (Mixed; SU) knocked the plan. While we are no fans of government intervention in the oil patch, CEOs need to play the hand they are dealt. The Canadian oil patch world is more complex than ever. CEOs have to navigate around both technological and political forces which often work in conflict.

Introducing Canadian Insider Insights

We are excited to be launching Canadian Insider Insights, a newsletter exclusively for CanadianInsider.com users to provide a quick read on what insiders are telling us about the outlook for the Canadian market. Commentary draws heavily from the subscriber-supported Market INK report, focusing on trends we see in the mid-cap-oriented INK Canadian Insider Index, signals from our proprietary sentiment indicators, and insider developments at key companies. The combination allows us to provide distinct, independent insight you will not find anywhere else.

For example, in the first edition, we focus on how the oil patch is likely to be the spark that reignites Canadian market momentum. At least so far this week, it is a thesis that appears to be playing out.



Our first insider of the week

Will big US pharma swamp big Canadian pot growers?

As we wrote in an INK Research subscriber post on February 12th, the widespread belief that the cannabis industry is a disruptive force in the medical and consumer markets may well be in the process of playing out right now. The stakes are clearly high, especially if John Rubino from DollarCollapse.com is right.

 Rubino: the pot legalization tide has turned in the United States.

He is firmly in the camp with those who think legalization is not that far off in the United States:

Copper pointing to brighter days for the oil patch

In our market report this morning, we suggested that a correlation had emerged between copper and the price of crude with copper being the leader. That observation is courtesy of Ross Clark from ChartsandMarkets.com who explained what he is seeing in his latest weekly update on This Week in Money.

Click to listen to Ross Clark in the opening segment


The ears of oil patch investors should perk up when they hear his findings:

Former Barrick Gold CEO scores with agriculture and bank bets

Former Barrick Gold (Mostly Sunny; ABX) CEO and current Nutrien (Mostly Sunny; NTR) director Aaron Regent made a half million dollar bet on Nutrien stock December 27th. That investment is already up almost 10% in just 6 weeks.

Click for larger

Shorts still taking aim at Badger Daylighting

According to the January 31st IIROC short-selling report published Tuesday, the short-selling position at Badger Daylighting (Sunny; BAD) stands at 1.94% of the company's float (estimated shares outstanding available for trading), up 0.014% from where it was in the January 15th report. Short-sellers may have their work cut out for them, however, as insider commitment at the firm remains strong. On that front, insiders have spent a net $1,886,058 picking up shares in the public market over the past 90 days. That amount does not include share repurchases which also took place to the tune of $37.1 million worth of Badger shares during the period.

Delays and trade wars impacting Midas Gold

In his latest Discovery Watch interview, John Kaiser from Kaiser Research Online reviews new developments at the NioBay Metals (NBY) James Bay Niobium Project and assesses the proposed Sun Metals (SUNM) takeover of Lorraine Copper (LLC). He kicks off the interview looking at the negative and potentially positive implications of the Trump trade war on Midas Gold's (MAX) Stibnite Gold Project in Idaho.

Click for larger

Bull market in common sense likely to emerge in the post-bubble world

In his latest interview with Jim Goddard, Bob Hoye from ChartsandMarkets.com explains how the end of a powerful move in commodities ends up in a bust. That sets up a subsequent mania in financial assets which also does not end well. 

Click to listen

As is custom in his broadcasts, Hoye puts today's financial world in riveting and sometimes eerie historical perspective.


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