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The Canadian insider blog discusses news and insight found among insider and significant shareholder filings in Canada.
 
Ted Dixon is co-founder and CEO of INK Research. He is the creator of the INK Canadian Insider Index, and is the editor of the daily Morning INK and weekly Market INK reports. He is a regular contributor to the Globe and Mail's Globe Investor pages and has also worked as a part-time lecturer in corporate finance at the British Columbia Institute of Technology. Before starting INK, he worked at the Connor, Clark & Lunn Financial Group where his responsibilities included portfolio strategy and product development. He has also been an analyst at the Fraser Institute and a treasury specialist at the TD Bank. He holds an MBA in Financial Management from the University of Chicago, and a Bachelor of Commerce from UBC.

INK Top Mining & Crypto-equities Report: Institutions cannot see it yet

From the February, 2024 INK Top 20 Mining & Crypto-equities Report - Next week, the hard rock mining industry will gather in Toronto for the annual Prospectors and Developers Association of Canada convention. We expect there may be a sense of frustration that many mining shares have not followed the gold price to new highs. Looking at the market-cap weighted mining benchmarks and ETFs, that does appear to be the case.

The February INK Top 20 Mining & Crypto-equities Report

However, if one looks in a different direction, there is a more optimistic picture.

The US dollar merry-go-round

From the January 30, 2024 INK Top 20 Mining & Crypto Equities Report - The US dollar has enjoyed a rally of sorts over the past month, primarily on the back of a reassessment of the number of interest rate cuts the Federal Reserve is expected to deliver. Last fall, traders were betting on up to six rate cuts this year, but that has been revised to three because of stickier inflation, or so the story goes.

Ride image by Rusty Watson

In our view, there are circumstances at work that will impact Fed policy that extend well beyond the central bank's stated mandate of targeting 2% inflation or full employment. While the central bank will have to strive for those two mandates over the medium term, there are two new immediate objectives the Fed must achieve.

Resource stocks gain traction as geopolitics dominate markets

So far, Canadian stocks are helping investors navigate the risky waters of 2024. The INK Canadian Insider Index advanced 0.9% last week, leaving it up 1.4% in the new year. The gains took place despite a rough start for big Basic Materials stocks with the S&P/TSX Capped Materials Index down 2.0% for the year. In a notable divergence, the S&P/TSX Venture Index, which is a proxy for junior mining, has advanced 0.6% year-to-date.

The INK Canadian Insider Index is leading in early 2024 (click for larger)

 

Retail investors appear more optimistic than institutions about the prospects for mining and other materials names.

INK Top 100 issuers with December buybacks

We have published the INK top 100 issuers with buybacks in December. The list can be retrieved in worksheet format in INK Chat and will be incorporated into the January 13th workbook to be compiled on Saturday.

As a reminder, every Saturday we post the top 30 INK Edge up and down movers for the week and plus the outlook rankings of all stocks in our Canadian universe in the INK Chat workspace #stock_ideas channel. In that report, every Saturday after the 10th of the month we also include the 100 issuers with the most buybacks for the previous month as estimated by INK. Issuers have until the 10th day of the subsequent month to file their repurchases. A full list of our US rankings is included on the last Saturday of the month. 

Canadian Insider Club members who have signed up to receive our newsletters, please check your inbox for a copy of the December top buybacks list. If you are not a Club member, check out the benefits and join us today for access.

INK Canadian Insider Index Soars 6.8% as Commodities Melt-up

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the Index turned on the jets and powered 71.56 points higher or 6.8% to close at 1122.36.

A six-month high Friday (click for larger)

Our short-term momentum indicator, RSI, erupted over 50% to 61.61. MACD our long-term momentum indicator shot up 14.82 points to 4.89. And the sharp fall in readings we noted indeed gave way to a major reversal last week.

INK Canadian Insider Index soars 15.2%, beats US market, metals, & oil

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 surged an impressive 111.89 points or 15.2% to close at 843.25. With last week's gain, the Index has rebounded 38.5% off its March lows.

INK Canadian Insider Index rallies 3.9% in two weeks

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. The Index rode its newfound momentum and sailed 22.4 points or 2% higher to close at 1143.46 last week.

Jim Rogers with a bearish take on Hong Kong, plus BlackBerry insider selling

Here is what's new today on INK Ultra Money. Exisiting Canadian Insider Club members can get subscriber content by upgrading for the special rate of $99.99 per year (plus tax) via the Membership tab after logging in.

1. Jim Rogers on China: Challenge & Opportunity - Real Vision (subscriber video)

Oversold INK Canadian Insider Index pins hope on oil, copper recovery

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the INK CIN rolled over and tumbled 22.67 points or 2.1% to close at 1071.01. The Index has now fallen over 44 points in three weeks.

Insights: Good-bye sadness, hello stimulus

This week's Insights newsletter shines a spotlight on stimulus. As Europe and the United States look set to provide more funds to juice their economies, Canadian stocks could benefit.

Get our take on how insiders are positioning as we head into the summer in the latest edition of our free weekly newsletter (registration not required).

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