Insights: Back to basics

For those who believe inflation has further to run, the Basic Materials sector should have plenty of horses for the journey. But, inflation is unlikely to treat all sector stocks equally, as some could be vulnerable to rising input prices. As events turned out, Basic Materials companies grabbed the spotlight over the past week in our morning reports. On Oct. 4th we highlighted Wealth Minerals (WML), a battery metals junior, while on Tuesday we featured innovator ZEN Graphene Solutions (ZEN). On Wednesday, we switched back to mining to focus on zinc producer Titan Mining (IT) and followed up Thursday with producer-wannabe Osisko Metals (OM). We ended the week off with packager Winpak (WPK) which may have some surprises in store for short sellers.

Titan mining gets a lift as investors bet on base metals mining

As a reminder, our complete Canadian INK Edge universe coverage is updated every weekend in the #stock_ideas channel in spread sheet format which can be used for sorting by a ranging of criteria including sector.

Mike Green Conversations

Our platform was treated to 3 interviews by Mike Green over the past week that tapped into the thinking of some the most thought-provoking market players, each of whom tackle opportunity differently. On Oct. 6th we heard from value investor David Einhorn who believes inflation will be sticky. The series finished on Oct. 8th with venture capitalist Josh Wolfe who is bracing for a day of reckoning. Nevertheless, he sees opportunity in space and next generation defense applications. Josh left us wondering about what the next big geopolitical conflict could look like. The video of the week goes to the middle episode on Oct.7th focusing on pandemic investing culture which brought together short-seller Carson Block, quantitative research trailblazer Lily Francus, and TikTok content creator and investor Kyla Scanlon.