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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.

 

 

INK Ultra Money: Bill Fleckenstein, Rick Rule and King Henry

We close off precious metals week with a master class on gold stock investing with Bill Fleckenstein and Rick Rule. Fleckenstein argues that there is a problem with using traditional NAV-based analysis and provides viewers with strategies to find hidden value when analyzing miners and to avoid the pitfalls that many investors fall victim to when investing in the space. Meanwhile, Rule provides his explanation as to why Warren Buffet has recently allocated a portion of Berkshire Hathaway’s (BRK) portfolio in Barrick Gold (ABX). Click here to watch the premium video.

Insights: Insider stocks are beating the market big as inflation expectations rise

In the latest Insights, we show how changing inflation expectations can have a big impact on investment returns. Our broadcast of the week features Tony Greer, editor of The Morning Navigator Newsletter, who nailed the continued stock market rally early on. He is now betting on more inflation. Meanwhile, our insider of the week could really shake up the market over the next few weeks. Click here to read August 19th edition.

INK Ultra Money: A market in inflation and gold miners

Tony Greer made a special appearance in the Real Vision Daily Briefing Tuesday, and as usual he delivers great tactical insight. Like INK, he believes we are in an inflation-driven market. If you have not watched the Daily Briefing for August 18th, it is well worth the 25 minutes.

Looking to buy inflation-oriented assets on pullbacks

In the interview with Ash Bennington, Tony suggested that bond yields could be set to back up. That is similar to the message we delivered in the US Market Report this morning for INK subscribers when we hinted the bond vigilantes might return to save bank stocks from their underperformance.

INK Ultra Money: Real Vision precious metals series

The Real Vision precious metals series continues Tuesday. Yesterday, Lyn Alden of Lyn Alden Investment Strategy provided a macro analysis of gold and silver by comparing historically their prices relative to money supply, interest rates, and equity valuations. Meanwhile, Ron William makes the case for a bullish precious metals environment using technical indicators and chart patterns (premium video).

Today, Peter Cecchini, founder of AlphaOmega Advisors, LLC, joins Real Vision managing editor Ed Harrison in a premium interview to make the case for gold as a substitute for Treasury bonds.

INK Edge August Top 40: G-economy stocks maintain their lead

Today, for INKResearch.com subscribers and Canadian Insider Club members, we published our August Top 40 stock report. In every issue, we provide some context for the list of the 40 highest INK Edge ranked stocks, and today I am sharing with our entire community our take on current market and economic conditions which was published in the report. To see the list of the top 40 stocks, please join us. I would encourage you to join us soon as we will be increasing membership prices this fall. We also need to further restrict some data features on Canadian Insider due to rising data costs and in recognition of our growing Club membership base.

Inflation is leading

 

Back on March 19th, we sent out a special morning report which introduced our D versus G economy framework to assess risk and opportunity as the world worked through COVID-19. For a quick throwback to what we said, watch the 90-second video summary on INK Ultra Money.

INK Ultra Money: Inflation momentum is winning for now

Today, we hear from one of my favourite regular guests on Real Vision, Michael Gayed, author of the Lead Lag Report and manager of the ATAC Rotation Fund. Michael has a very straight forward process of looking at the market. He watches the relative performance of a few key indicators such as utilities, Treasurys, lumber, emerging markets and inflation expectations. It has served him well, particularly this year with his fund up about 60%.

According to Gayed, the big question mark facing investors is inflation versus deflation.

INK Ultra Money: Subtle bullish signals from a selloff

While it is often obvious who the losers are in a market rout, the winners can sometimes be harder to recognize. Technology stocks were the clear big dollar losers on Tuesday, falling almost on queue after back-to-back warnings from INK in our market report Monday and Charlie McElligot on INK Ultra Money yesterday (premium). Some of the winners, as it turns out, are leveraged to the economy. Copper miner Taseko Mines (TKO) advanced 2.9%, bucking the drop in precious metals mining shares. Meanwhile, outside of the resource space, there was a surprise winner.

INK Ultra Money: When stocks trade like commodities during a summer of complacency

On Monday and Tuesday we heard from two outstanding guests on Real Vision. Milton Berg, Founder and CIO of Milton Berg Advisors, joined Ed Harrison yesterday to highlight a series of bullish signals that are flashing for stocks. There is only one problem. The signals are late. That has led Berg to wonder if US stocks are now trading more like commodities than equities.

On Tuesday, we had one my favourite guests, volatility master Charlie McElligot, managing director for cross-asset strategy at Nomura Global Markets.

Insights: Inflationary winds pick up strength

Some Canadian stocks are poised to be relative winners if inflation expectations keep rising and insiders can help guide us towards opportunity. That is the key theme in this week's Insights free newsletter.

The swoosh-shaped inflation expectations recovery continues 

We also look at a potential way for institutions and financial advisors to participate in the junior mining bull market. Click here to read.

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