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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.

 

 

Insights: Will the Fed have to be looser for longer?

 

In this week's newsletter, we make the case for rising inflation expectations and discuss the implications for stocks. That is also the theme in the broadcast of the week. Meanwhile, our insider of the week is a CFO who has helped stick handle recent acquisitions which have contributed to a blow-out quarter. Click here to read.

Treat November 30th short report data with caution

Update 19:10 ET - We have removed November 30th short data and await a replacement file from IIROC.

Please treat the November 30th short data with caution as some stocks may have conflicting data from the data source. In the meantime, our review of the November 30th IIROC short report for INK subscribers is delayed while we seek clarification from the regulatory organization.

Thursday on INK Ultra Money: Acquisition strategy pays off for TECSYS plus the nuts and bolts of America First policy

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free audio, while Canadian Insider Club Ultra members have access to premium videos from Real Vision and INK Research.

If you are not an Ultra member of the Canadian Insider Club, join today and save C$99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. A timely acquisition pays off for TECSYS - INK Research (free audio, Ultra member video)

INK Research wraps up its mini-series on software stocks by looking at enterprise-wide supply chain management company TECSYS (TCS). The firm been on the acquisition trail lately, and it appears to be paying off in more than one way.

Earnings jumped in Q2

Audio download below.

2. Understanding "America First" & Economic Nationalism - Real Vision (Ultra member video)

Wednesday on INK Ultra Money: Boockvar on whether it will be a Happy New Year for the financial system

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free audio, while Canadian Insider Club Ultra members have access to premium videos from Real Vision and INK Research.

If you are not an Ultra member of the Canadian Insider Club, join today and save C$99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. CLOs: "You Look Better At Closing Time" - Real Vision (Ultra member video)

Are ultra-low interest rates putting monetary “beer goggles” on financial markets? Danielle DiMartino Booth of Quill Intelligence sits down with Peter Boockvar, CIO of Bleakley Advisory Group, to discuss the systemic risks to the global financial system and what to watch in January and February. They deconstruct the growing challenges facing central banks. Boockvar examines the explosion of collateralized-loan-obligations (CLOs), predicts a grim future for companies with extreme debt/EBITDA ratios, and argues that the Fed’s liquidity injections have created a cycle of financial addiction to low interest rates. Filmed in New York on November 20th, 2019

 

Everything looks like roses

2. Is 35 the limit for Lightspeed POS? - INK Research (free audio, Ultra member video)

Wednesday on INK Ultra Money: Boockvar on whether it will it be a Happy New Year for the financial system

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free audio, while Canadian Insider Club Ultra members have access to premium videos from Real Vision and INK Research.

If you are not an Ultra member of the Canadian Insider Club, join today and save C$99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. CLOs: "You Look Better At Closing Time" - Real Vision (Ultra member video)

Are ultra-low interest rates putting monetary “beer goggles” on financial markets? Danielle DiMartino Booth of Quill Intelligence sits down with Peter Boockvar, CIO of Bleakley Advisory Group, to discuss the systemic risks to the global financial system and what to watch in January and February. They deconstruct the growing challenges facing central banks. Boockvar examines the explosion of collateralized-loan-obligations (CLOs), predicts a grim future for companies with extreme debt/EBITDA ratios, and argues that the Fed’s liquidity injections have created a cycle of financial addiction to low interest rates. Filmed in New York on November 20th, 2019

 

Everything looks like roses

2. Is 35 the limit for Lightspeed POS? - INK Research (free audio, Ultra member video)

Tuesday on INK Ultra Money: Will software multiples have a soft landing? Plus, the rise of digital assets, an insider view

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to free videos and audio, while Canadian Insider Club Ultra members have access to premium videos from Real Vision and INK Research.

1.  Are software multiples set for a soft landing? - INK Research (free audio and Ultra member video)

Bond yields rose on Monday despite poor US economic data. If bond yields have bottomed, that could spell trouble for software stocks like Kinaxis (Cloudy; KXS) which are trading at elevated multiples.

Insiders are not waiting for a soft landing

A free audio download is also available below.

2. The Rise of Digital Assets: An Insider View - Real Vision (Ultra member video)

New on INK Ultra Money: Jim Grant Series looks at a big risk to US Financials (free)

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to free videos and audio, while Canadian Insider Club Ultra members have access to premium videos from Real Vision and INK Research.

1 Seeking Shelter through the Storm - Real Vision (free video)

In a market dominated by algorithms and stampeding crowds, how do you find an edge — especially at the end of a cycle? This week, Drew breaks down the conversation between Jim Grant and Sy Jacobs and reveals a leeward port for your portfolio.

 

The list of US Financials stocks at risk if Warren wins is long

 

 

2. True North Commercial REIT primed for an inflation explosion - INK Research (free audio, Ultra member video)

INK Ultra Money: How do insiders react to bad news?

When bad news hits, it is a good idea to see if insiders are buying or selling. In this morning report, INK Research takes a look at insider activity after Badger Daylighting (BAD) shares fell following a Q3 earnings disappointment. Watch the YouTube version of this short video which was first published for Ultra Money members on November 19, 2019.

Was a bad Q3 followed by a good insider reaction?

Insights: Sunny days for Alimentation Couche-Tard (ATD.B)

In the latest edition of Canadian Insider Insights, we look at how Fed policy is helping small- and mid-cap stocks on both sides of the border outperform. Canadian convenience store giant Alimentation Couche-Tard (ATD.B) gets a special mention in our broadcast of the week while our insider of the week makes his second appearance in less than six months.

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