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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: Is the top in for the S&P 500 and time for a jubilee?

Earlier today, Real Vision delivered  a big picture interview with economist Steve Keen who takes non-mainstream approach to assessing the economy. Since bubbly NASDAQ stocks have not yet managed to make new all-time highs, there is a growing risk that a bearish narrative will take hold as we enter into summer. At that point, Keen's scenario is in play.

Insights: Some Healthcare for the Fed's stock market bubble

In this week's Insights newsletter, we make the case for healthcare stocks. They could look particularly attractive if the broad market continues to rally even as the economy experiences headwinds from COVID-19. Our insider of the week is CEO of a small Canadian biotech stock that has been soaring. Finally, our broadcast of the week is a free Real Vision Daily Briefing episode that explains why the stakes are so high on Friday June 19th for traders.

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INK Ultra Money: Corporate zombies will comeback to haunt their creator

We released our INK Edge Top 20 Gold Report today where we continue to assess the Fed's zombification of corporate America. Eventually, the zombies will come for the greenback, and that will be a positive for gold and bitcoin. Right now, however, the market is in the grips of an investor euphoria over Fed stimulus. The same stimulus that is breeding this new population of zombies who will likely come back and frighten the central bank that helped create them.
 

Corporate zombies will haunt the Fed

We highlight the number two ranked stock in the Top 20 in today's morning report and you can watch the video summary here. The video and complete report will be available for free later today on INK Ultra Money. Meanwhile, Real Vision sticks with the gold miner theme today.

INK Ultra Money: Building momentum

The COVID-19 pandemic and the ensuing policymaker response may have created a turning point for building materials and forest products stocks. On Monday, INK Canadian Index member CanWel Building Materials (CWX) provided a business update in which it noted that, subsequent to reporting Q1 results, it had seen steady end-market demand resulting in an 8% increase in year. While the company reduced its dividend for Q3 by 2 cents to 12 cents, that was probably better than investors had expected. Yet, the stock continues to trade with a forward dividend yield above 10%.

In today's report, we look at Interfor (IFP) which has been on the rise. Tuesday's upbeat retail sales numbers have probably helped firm up investor sentiment towards lumber stocks in general. For those investors looking to diversify into economically sensitive stocks, the forest products area may be a spot to consider. A free version of the video summary and full morning report will be available later today on INK Ultra Money.

INK Ultra Money: Will auto sales ramp up as the US dollar gears down?

Today, INK Research makes the case that the consumer's old romantic flame with the automobile could reignite as North Americans head back to work. If so, AutoCanada (ACQ) could benefit. The stock is trading right at its 200-day moving average. Contrarians might want to kick the tires of this opportunity.

INK Ultra Money: Girl power propels junior biotech stock higher

Today, INK Research turns its attention to a Canadian biotechnology stocks that has been soaring on the back of renewed investor interest in the Canadian Healthcare sector. Two years ago, investors flocked to the group to chase pot stocks. This time around, investors seem to be more interested in genuine health care names that focus on using scientific research to develop therapeutics for COVID-19 and other ailments. Watch the free video summary below.

INK Ultra Money: D versus G Niall Ferguson weighs in

Today, economic historian Niall Ferguson tackles the question of whether we are headed for deflation or inflation. This is a fantastic video as Ferguson addresses the key issues that we try to address and monitor in our G versus D framework. For those not familiar with our framework, we have a primer on INK Ultra Money . Remarkably, Ferguson arrives at the same place as we do at this point in time.

Insights: Will it be a G or D bubble market?

While last week was a good one for our G-economy scenario which is characterized by government-led inflation, deflationary headwinds have swept in this week with gusto. Meanwhile, the Fed appears to have created a stock market bubble with retail investors bidding up the share prices of worthless companies. When this bubble bursts, what type of market will we have left? We tackle that question in this week's Insights.

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INK Ultra Money: When the government cheques stop

This morning, Real Vision looks at the US macro and political environment and the implications for asset prices between now and the fall. Ed Harrison interviews Darius Dale, managing director at Hedgeye, who dispassionately applies a quantitative framework to assess where stock prices are likely headed. It is a great interview because Dale is able to cut through the noise and focus on key variables such as capital spending that will likely determine if the market's euphoria about the re-opening is justified.

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