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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.

 

 

Monday on INK Ultra Money: Coronavirus and crude

Here is what's new today on INK Ultra Money. Canadian Insider Ultra Club members have access to both premium and free content. If you are asked to sign in, select Canadian Insider as your subscription website. If you are not a Canadian Insider Club Ultra member, get full access to Real Vision and INK Research premium videos by joining us.

1. Coronavirus, Crude, Energy Equities, and IMO 2020 - Real Vision

Crude oil and the energy sector have both been extremely unloved in the past few years, perhaps for good reason. Still, many said the negative sentiment had gone too far and that both were strong contenders to rebound in 2020. But then came coronavirus, and now once again, energy equities and oil are out of favor. To update us on these markets that are squarely in the crosshairs of coronavirus, we have Warren Pies, chief energy strategist for Ned Davis Research. In this interview, Pies explains his no-nonsense approach to examining crude oil and the energy sector in general – providing outlooks for both. He also updates viewers on an idea you may have heard about last year from Real Vision contributors like Harris Kupperman – tankers and IMO 2020. Filmed on March 4, 2020 in New York. Watch>>

 

2. The goose in the coronavirus coal mine - INK Research

Insights: Insiders tread cautiously as stocks go on sale

Stocks are on sale, but our INK Indicator suggests taking a cautious approach to bargain hunting. While it has been a tough time for stocks, so far this year our insider of the week has a reason to smile. Finally, in our clip of the week, we continue to warn about over-loved BCE. Click here to read our latest free Insights newsletter.

Friday on INK Ultra Money: Pal worried gold will not be immune to a market sell-off

Here is what's new today on INK Ultra Money. Canadian Insider Ultra Club members have access to both premium and free content. If you are asked to sign in, select Canadian Insider as your subscription website. If you are not a Canadian Insider Club Ultra member, get full access to Real Vision and INK Research premium videos by joining us.

Click here to join us and use coupon code LION20 for 50% off annually on a Canadian Insider Club Ultra membership (this week only). Existing Canadian Insider Club members can upgrade via the Membership Status tab. Use coupon code ULTRAUP for a 20% discount on the upgrade.

Thursday on INK Ultra Money: The central banks' losing battle

Here is what's new today on INK Ultra Money. Canadian Insider Ultra Club members have access to both premium and free content. If you are asked to sign in, select Canadian Insider as your subscription website. If you are not a Canadian Insider Club Ultra member, get full access to Real Vision and INK Research premium videos by joining us.

Click here to join us and use coupon code LION20 for 50% off annually on a Canadian Insider Club Ultra membership (this week only).

1. The central banks' losing battle with deflation- Real Vision

Even before Ben Bernanke made the official declaration that the Fed is in fact targeting inflation, economists and governments around the world have counted on it to manage ever increasing debts. Vancouver's Jeff Booth, author of “The Price of Tomorrow,” argues that they are fighting an inevitably losing battle. In this interview with Max Wiethe, Booth makes the case that secular deflationary trends will be the ultimate undoing of monetary policy and technology is driving this deflation at an increasing rate. He touches on several of the most culpable technologies, the potential issues society will face as a result, and the asset classes and businesses in the best position to take advantage of this trend. Filmed on February 25, 2020 in New York.

 

Policy designed in the 30s won't work

Wednesday on INK Ultra Money: Is Superior setting up for a sunny surprise in 2020?

Here is what's new today on INK Ultra Money. Canadian Insider Ultra Club members have access to both premium and free content. If you are asked to sign in, select Canadian Insider as your subscription website. If you are not a Canadian Insider Club Ultra member, get full access to Real Vision and INK Research premium videos by joining us.

Click here to join us and use coupon code LION20 for 50% off annually on a Canadian Insider Club Ultra membership (this week only).

1. Is Superior setting up for a sunny surprise in 2020? - INK Research

Superior Plus (SPB) shares were already sliding before the market coronavirus swoon. INK Research looks at what could spark the stock to move higher from here.

A lower bar to clear in 2020

Tuesday on INK Ultra Money: Betting nearly $1 million on healthier days plus gold and credit bubbles

Here is what's new today on INK Ultra Money. INK Research subscribers have access to both premium and free content. If you are asked to sign in, select Canadian Insider as your subscription website.

1. A near million-dollar bet on healthier days - INK Research

The coronavirus is serving up a wide range of risks. In this report, INK Research looks at Teck Resources (TECK), a stock that could perform well if China gets back on its feet quicker than expected and the world dodges a potential pandemic.

Hard times priced in?

If you are not a Canadian Insider Club Ultra member, get full access to Real Vision and INK Research premium videos by joining us. Click here to learn more.

Monday on INK Ultra Money: Using volatility strategies now plus a low rate REIT idea

Here is what's new today on INK Ultra Money. Canadian Insider Club Ultra members have access to both premium and free content. If you are asked to sign in, select Canadian insider as your subscription website. If you are not an Ultra member, get full access to Real Vision and INK Research premium videos by joining us. Click here to learn more.

1.Drilling down on long vol - Real Vision

Should I be short volatility or long volatility? After last week’s dramatic sell-off the answer might seem obvious, but Matt Rowe of Headwaters Solutions argues the answer is both. Rowe and Headwaters love the long vol trade, but only as an appropriately sized portion of a portfolio that is in general, short vol. He makes the case that most portfolios are indirectly short vol and that there is nothing wrong with that, as short vol is how money is and will continued to be made over time. He also answers the questions of if and how long vol can be added to a standard retail portfolio. Filmed on February 25, 2020 in New York.

 

A new volatility environment

Lacy Hunt on the path to lower yields and Hoye warns on playing a bounce

At INK we are striving to provide our subscribers with insider insight, both at the stock level via what executives are doing with their own money, and also in the broader context of risks and opportunities via views and insights offered by some of the world's brightest minds in finance. This week on INK, we had two really great interviews from seasoned market veterans that can help provide some guidance in terms of what might be coming next for markets.

Friday on INK Ultra Money: Getting out of reverse with Element Fleet Management

Here is what's new today on INK Ultra Money. Here is what's new today on INK Ultra Money. Canadian Insider Club Ultra members have access to both premium and free content. If you are asked to sign in, select Canadian insider as your subscription website.

1.Getting out of reverse with Element Fleet Management - INK Research

Insiders can help identify potential opportunities in a market panic. INK Research explains why Element Fleet Management (EFN) may be a case in point.

Driving forward with a diversified client base

Insights: The Olympic challenge facing markets

Will the go or no-go decision for the 2020 summer Olympics serve as signpost for markets in relation to coronavirus fears. We discuss what investors may want to consider looking at next in terms of potential big market moves. Click here to read the latest Insights.

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