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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: Canadian mid-caps continue their winning streak

In the latest edition of Insights, we look at the potential impact that US liquidity problems could have on Canadian stocks. Michael Gayed is featured in our Video of Week. He suggests it is make it or break it time for stock markets.

Video of the Week: Bonds: The Mother of All Bubbles

Finally, our Insider of the Week has been taking on Jeff Bezos at Amazon and winning. Get the newsletter here.

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Thursday on INK Ultra Money: The cannabis 4 horsemen and the technical ingredients for an S&P breakout

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

1. The Cannabis Four Horsemen  - Real Vision (free content)

Todd Harrison, founding partner and chief investment officer of CB1 Capital Management, walks through how to take advantage of the recent volatility and liquidity concerns in the cannabis space. In this interview with Jake Merl, Harrison reviews his favorite cannabis stocks for sale, highlights the importance of the SAFE Banking Act, and notes how traders should position in the months to come. Filmed on September 24, 2019.

Harrison sees parallels to the dot.com washout

Wednesday on INK Ultra Money: Some value stocks already have recession priced in plus BCE political risk

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

1. Peak Leverage at Peak Earnings - Real Vision (subscriber content)

Why are bonds and stocks sending conflicting signals at investors? Andrew Lapthorne, global head of quant research at Societe Generale, helps answer this question in his conversation with Roger Hirst. In this conversation, you’ll understand which markets have already priced in recession and why historically defensive assets may not appear as advertised. Lapthorne also dissects the connection between volatility and corporate spreads. Filmed on September 13, 2019 in London.

 

Lapthorne: Buybacks are subsidizing company wages

New Tuesday on INK Ultra Money: How Plaza Retail is beating Amazon and the case for buying the S&P dips

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

1. High yielding Plaza Retail is beating Amazon out in the open  - INK Research (subscriber content plus free audio)

In the September 24th Morning Report, INK Research focuses on Plaza Retail REIT (PLZ) which has outperformed retail juggernaut Amazon (AMZN) over the past year. The secret to the their success might be found outdoors.

Plaza CEO Michael Zakuta is showing conviction

There is a free audio download available below. Canadian Insider Club members can subscribe to Ultra Money via this website for the special rate of $99.99 per year (plus tax) for access to both subscriber and free content. INK Research is subscriber supported and we do not accept payments for stock coverage.

New Monday on INK Ultra Money: Former Fed insider sees a mini buyers strike

Here is what's new today on INK Ultra Money. INK Research CIA subscribers have full access to all Ultra Money videos including premium content. Non-INK subscribers can sign-up directly on INK Ultra Money or stay tuned for a special offer coming here soon.

1. Former Fed Insiders on Dollar Repo Madness - Real Vision (Subscriber content)

Is this just another mid-cycle adjustment like 1995? Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision to tackle that question. But, that's just the start. These two former insiders at the Dallas Fed deconstruct the US Dollar liquidity problems and help clarify the major structural issues confronting the repo markets. Filmed on September 18, 2019 in New York.

 

Goncalves: a mini buyers strike is kind of forming

Video summary: Insiders gear up in the oil patch

We highlighted insider buying at Gear Energy (GXE) in our weekly Globe and Mail Who is Buying and Selling feature on September 21st. The article was based on the September 17th INK morning report where we note that Gear has recovered from a disappointing Q1 and insiders have been buying. Their continued enthusiasm suggests the stock remains undervalued despite a recent rally. Below is our 90 second video summary of our report that featured Gear.

INK Top 40 and trading day morning reports are available through INKResearch.com or the Canadian Insider Club. INK is subscriber supported and does not accept payment for stock coverage.

INK Ultra Money: A value fool make over (free)

In this free Real Vision video Becoming a "Fool on the Hill", Whitney Tilson, founder and CEO of Empire Financial Research, talks to Ed Harrison about how a few big risks he took early in his career allowed him to grow his fledgling hedge fund. Heeding the advice of Warren Buffet provided him the perspective to identify the opportunities in non-consensus equities through the dotcom bubble.

Tilson on running a fund: take some risks to
        deliver some outsize returns

New Friday on INK Ultra Money: The sun is shining on Canadian Financials

Here is what's new today on INK Ultra Money. INK Research CIA subscribers have full access to all Ultra Money videos including premium content. Non-INK subscribers can sign-up directly on INK Ultra Money or stay tuned for a special offer coming here soon.

1. The sun is shining on CIBC and Canadian Financials  - INK Research (Subscriber content)

It is rare to see insider buying at a big Canadian bank, never mind seeing that buying when the stock is rallying. However, that is what INK Research has spotted at CIBC (CM). That is a development that could foreshadow relatively sunnier days ahead for Canadian stocks.

CIBC joins BMO and BNS with a mostly sunny outlook

There is also an audio download available below (free).

New Thursday on INK Ultra Money: What the Fed cut means and Yangarra bargain hunters

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to free episodes from Real Vision. INK Research CIA subscribers have full access to all Ultra Money videos including premium content. Non-INK subscribers can sign-up directly on INK Ultra Money or stay tuned for a special offer coming here soon.

1. What the Fed Cut Means for the Treasury Trade - Real Vision (Free)

Tony Greer, editor in chief of The Morning Navigator, breaks down the FOMC’s decision to cut interest rates and discusses why he thinks it’s business as usual for markets. In this interview with Alex Rosenberg, Greer walks through the recent spikes in both oil prices and the repo market respectively, highlights the trade war’s impact on the bond market, and reviews where he expects the 10-year Treasury note to head next. Filmed on September 18, 2019.

 

Greer is bearish on bonds

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