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Canadian Insider Club
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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 is a Chartered Financial Analyst and member of CFA Vancouver. He holds an MBA in Financial Management from the University of Chicago, and a Bachelor of Commerce from UBC. Listen to his weekly economic commentary on Vancouver's Roundhouse Radio FM 98.3.
 
Victor Wong is a business and client development associate at Canadian Insider and an avid market watcher.
 
Nicholas Winton contributes technical commentaries on the INK Canadian Insider Index. Nicholas also writes the High on the Hog blog.

 

 

Boralex breaks into the Top 10 most shorted stocks

Short positions in renewable energy power generation company Boralex (BLX) have been on a steady rise over the past year and as of the October 15th IIROC short report, it is now one of the 10 most shorted stocks on the TSX with 10.04% of its float shorted. Expensive valuations and lofty debt levels might be the bait that is attracting the sharks. The stock trades at a lofty 15.7 Enterprise Value to EBITDA ratio according to Refinitiv data. It also has relatively high debt levels at 4.1 times equity compared to competitors at just over 1.1 times. The short-selling combined with mixed insider commitment levels yields a bearish setup based on INK signals.

Monday on INK Ultra Money: Gold vs. Bitcoin: What can save you? Plus hedging with ATCO

Here is what's new today on INK Ultra Money.

  1. Gold vs. Bitcoin: What Can Save You? - Real Vision (Free video)

  2. Positioning for gloom and boom with ATCO - INK Research (Subscriber video, free audio)
  3. Should every portfolio have a little exposure to bitcoin? - Real Vision (Subscriber video)

Continue reading for links and summaries of each episode.

Insights: The Fed turns commodity friendly and cannabis carnage opportunities

In this week's free Insights newsletter, get our take on why the latest Fed moves are commodity friendly. Also, a free video feature on identifying both attractive and unattractive names in the cannabis space. Finally, speaking of commodities, our insider of the week has a smile on his face.

Click here to read this week's edition.

Tags:

BB1: The Fed just gave commodities the biggest boost since 2011

Economy-sensitive stocks received some good news out of Washington on Friday, and it had nothing to do with the trade war. For industrial commodities, it could be the biggest news in over 8 years.

Friday on INK Ultra Money: China vs. the U.S. - Fentanyl to Trade War to Cold War?

Here is what's new today on INK Ultra Money.

1. China vs. the U.S. - Fentanyl to Trade War to Cold War? - Real Vision (subscriber video)

2. Bonterra Energy's George Fink keeps buying: are we there yet?  - INK Research (subscriber video and free audio)

3. Wag the Dog: The Fed & The Real Economy - Real Vision (subscriber video)

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. If you are not a Club member, join now as an Ultra member. INK Research subscribers have access to both premium and free content. INK Research subscribers have access to both premium and free content. If you are asked to sign in, select INK Research as your subscription website.

Continue reading for summaries of each episode.

Insights: QE euphoria is likely misplaced

In this week's Insights, we look at how insiders are reacting to recent market optimism over the prospects of more QE and a trade deal. Our broadcast of the week is a great primer on what's wrong with the US repo market and our insider of the week could shake up the prospects of some big Canadian stocks which are favourites of many investors. Click here to read.

Thursday on INK Ultra Money: Do we get a Plaza Accord next year and does Eco start pumping Atlantic oil?

Here is what's new today on INK Ultra Money.

  1. The inflation inflection point - Real Vision (subscriber video)
  2. Eco (Atlantic) Oil & Gas insiders ride the waves - INK Research (subscriber video and free audio)

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. If you are not a Club member, join now as an Ultra member. INK Research subscribers have access to both premium and free content.

Continue reading for summaries of each episode.

Wednesday on INK Ultra Money: Eldorado Gold investors can smile and could a bet on Canadian BA's be a 10 bagger?

Here is what's new today on INK Ultra Money.

  1. Insiders continue buying as financing risk drops at Eldorado Gold - INK Research (subscriber video and free audio)
  2. The Dollar Milkshake Re-Visited - Real Vision (subscriber video)
  3. A Smoke-Free Trade - Real Vision (subcriber vdeo)

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. If you are not a Club member, join now as an Ultra member.

Continue reading for summaries of each episode.

Tuesday on INK Ultra Money: Staying defensive and will Canada Goose shares head south?

Here is what's new today on INK Ultra Money. 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. If you are not a Club member, join now as an Ultra member.

1. It is going to get worse before it gets better - Real Vision (subscriber video)

Michael Kantrowitz, CFA, chief investment strategist at Cornerstone Macro, makes his Real Vision debut to discuss the upcoming turn in the market cycle and reviews how investors should position their portfolios. Kantrowitz analyzes the potential for a cyclical rebound in Q1 2020, points out the relationship between the stock market and PMIs, and highlights the risks to playing offense before the cycle officially troughs, in this interview with Jake Merl. Filmed on October 7, 2019.

 

Kantrowitz expects better times for cyclicals in Q1 2020

2. Will Canada Goose stock be heading south for the winter? - INK Research (subscriber video and free audio)

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