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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: Goal-keeping in the G-economy

Diego Parrilla, portfolio manager and author of “The Anti-Bubbles”,  likens portfolio construction to putting a soccer team on the field. In the coming decade he sees equities as being the strikers and options as being the goal-keeper. On Real Vision today, he explains his approach which includes using options to get defensive exposure to assets like Treasuries. He believes the 60/40 balanced paradigm is not suited for the coming decade. Unless one believes 10-year yields are going negative, his conclusions make a great deal of sense.

Stocks as strikers, options as goal-keeper (pic: Jeffrey  F. Lin)

 

In terms of the team that I am putting on the field, my strikers are G-economy recruits that include the Horizons Cdn Insider Index ETF (HII; which uses the INK Canadian Insider Index under license). They also include a variety of other investments.

INK Ultra Money: Opening the Venture door to big money

When I started to see Murray Sinclair loading up on Dundee Corporation (DC.A) in May, it helped firm up my conviction that the junior mining rally was going to have some legs. I had not seen him do much in terms of filings over the past few years, but why Dundee now? The penny started to drop over the weekend and today we wrote about our take on how Dundee could provide an on- ramp for institutions and advisors into the junior mining area.

While some pension funds and advisors will have their own strategies to get into the space, many will not devote the resources needed to get exposure to a group. That is where Dundee with its established name and cash stash has the potential to provide diversified exposure to the space for players who do not want to manage a bunch of  junior stocks in their portfolios. Club members can watch the video summary now and a free version will be available here before the close.

INK Ultra Money Free: Green sends a red signal

When Mike Green of Logica Capital Advisors posted his thoughts on the direction of stocks March 26th, he suggested there was almost an inevitability of higher equity prices. In making his dispassionate and prescient bullish call he said:
 

Then the unavoidable conclusion is that markets could aggressively reprice higher as money flows into passive strategies; this becomes particularly true if the United States is engaged in a pattern of aggressive stimulus.

More than three months latter, the Nasdaq 100 Index has made a new all-time high and the S&P 500 is up for the year. Mike Green nailed it. But now, he is worried. In particular, he is worried about creeping middle class unemployment that will adversely affect those passive flows. He reveals a worried outlook in the Friday Real Vision Daily Briefing which I urge everyone to watch.

When the virtuous passive cycle turns

In the INK Chat investing strategy channel, I discuss how I am responding to this new information from Mike Green and why I believe our July 23rd morning report provides some insight into what could happen in the weeks ahead.

INK Ultra Money: When will these insane valuations end?

Two heavy-weight quant-oriented investors take to Real Vision today to answer the question, when will this period of extreme valuations end? Mike Green sits down with investing legend Rob Arnott who is the founding chairman of Research Affiliates and discover they have more in common than just concerns about current market valuations. Both took it on the chin in more ways than one during the tech bubble twenty years ago.

Arnott also explains an index fallen angel phenomenon that should be of interest to any active manager that invests in the US market. It is great interview to start off the weekend, especially for those in parts of Canada that have a long one!

INK Ultra Money Free: Fed economist confirms helicopter money

INK Ultra Money has an eye-opening Real Vision episode with David Andolfatto, economist and senior vice president at the Federal Reserve Bank of St. Louis. In an insightful interview with Pedro da Costa, David answers some big questions including whether the Fed has launched helicopter money and the central bank's role in generating wealth inequality. It is a great interview and is another example of why I brought Real Vison onto the INK platform. Please enjoy!

Canadian Insider Club members see morning stock soar 200% within 3 weeks

In Insights this week, we explain why the old BOY playbook of the Bernanke, Obama and Yellen years is quickly being made obsolete by the forces of COVID-19, politics, and the debt-saddled global economy. Instead of chasing dividend stocks for yield, investors will likely be better off seeking to hedge inflation with Canadian insider stocks. Meanwhile, we show how insiders can help guide investors through the tricky but promising speculative junior mining market.

For example, a battery metals stock slipped beneath the radar screens of many investors earlier this month, but not Canadian Club members who had the opportunity to achieve 200% gains in less than 3 weeks.

Some gold miners will outshine others under inflation

A rising gold price may not lift all mining boats. INK featured Ontario-focused Pure Gold Mining (PGM) in today's morning report as a junior that could keep sailing even if there is an inflationary G-economy tide. Watch the free video summary:

 
Looking to start high-grade production in Q4
 
INK Canadian Insider Club members have access to core INK PDF reports including today's report on PGM. If you are not a member, use coupon SAVE99 to join us in the first year for only C$200 +tax or C$299 +tax for Club Ultra. This offer is for a limited time. https://www.canadianinsider.com/subscription

INK Ultra Money: Gold stocks for Millennials and three big uses of bitcoin

When Ed Harrison interviewed David Rosenberg early this year, the Bay Street economist recommended a barbell approach with long bonds on one end and gold on the other. In the July 23rd Real Vision Daily Briefing, Tyler Neville modifies that theme for Millennials suggesting their barbell should have gold stocks on the one hand and innovative companies on the other.

The Fed will keep printing money (free video)

INK does its part in providing gold stock trading ideas today with a look at a California-focused junior miner which is trading off its 52-week highs.

INK Ultra Money: Investing like it is 2023 - Tech and silver

Today, on INK Ultra Money we hear from Stanley Druckenmiller understudy Beeneet Kothari who specializes in global technology investments. He believes investors are investing like it is 2023 and dispassionately suggests we are in a multi-decade technology era. When asked to name a stock he likes, he serves up a contrarian idea which we suspect is not a Kyle Bass holding. Watch the premium interview here.

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