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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.

 

 

COVID-19 stocks are flying as Raoul Pal goes live with a recession update

Today is a busy day at INK. At the close we are rebalancing the 50-stock INK Canadian Insider (CIN) Index. Over the past week we have been highlighting some of the new entrants and in the Friday morning report we highlighted newcomer Mullen Group ( MTL). There is obviously a lot of uncertainty about the economy's path due to COVID-19. However, there is some hope emerging among biotech stocks that maybe some treatments might be on the way. In particular, two stocks focusing on anti-body research that we featured in INK Chat are rallying Friday.

The big winner is Sorrento Therapeutics (SRNE) which is up more than 150% based on a Fox News story that the company is claiming to have an effective treatment. Nicholas Winton who writes the weekly INK CIN technical blog highlighted this stock in INK Chat on May 11th.

Introducing Coinberry

As I posted in INK Chat earlier this month, we are providing links to Coinberry, a Toronto-based digital currency platform. For those that have the risk tolerances to use a crypto trading platform, they may want to consider Coinberry.

INK Ultra Money: Bank of Canada rebel blasts model dependency

Today on INK Ultra Money we hear from a former Bank of Canada and Bank for International Settlements rebel. William White had been sounding the alarm bells from within the system for years. Now he seems resigned to wide-spread debt restructurings.

We also look at a Utility stock that is heading into the INK Canadian Insider Index on Friday which has scored a big investment from one of Canada's best known family of companies. All members of our community will be able enjoy this free video summary and access to our report.

Canadian Insider Club Ultra members have full access to both free and premium content. If you are not an Ultra member, consider joining us or upgrading today.

Cancer fighter entering the INK Canadian Insider Index

Wednesday on INK Ultra Money we highlight a Canadian Healthcare stock that hit a new 52-week high this week. It is pulling back today along with the broad market. However, its fortunes will ultimately be determined by its scientific efforts. We have made this report and video summary freely available to the Canadian Insider community.

We also hear from venerable macro economist Richard Koo describe his policy prescription for a balance sheet recession.

Canadian Insider Club Ultra members have full access to both free and premium content. If you are not an Ultra member, join us or upgrade today.

INK Ultra Money: Bullish Kyle Bass

Yesterday on INK Ultra Money we heard Raoul Pal's bearish outlook for markets. Today, we get an entirely different perspective. Fund manager Kyle Bass is also bearish, but primarily on China and Hong Kong, a city he sees as a victim of aggressive Chinese policy action. On America Bass is upbeat.

In a free video summary and report, we also look at a gold miner entering the INK Canadian Insider Index on Friday.

Canadian Insider Club Ultra members have full access to both free and premium content. If you are not an Ultra member, join us or upgrade today.

INK Ultra Money Free: Real Vision Daily Briefing on the global recession

Real Vision's Ash Bennington and Managing Editor Ed Harrison discuss Raoul Pal's Expert View, "Global Recession - What's Next?" If you missed or did not have access to today's premium Real Vision expert view with Raoul Pal, watch this timely free summary of Raoul's analysis where Ash and Ed take into account today's market activity. 

INK Ultra Money: Has the hope phase ended?

“What’s going to happen next?” Will it be a D or G economy? The truth is no body knows for sure. That is why I am really looking forward to this new two-week series that Real Vision has put together to assess what could lie ahead, drawing on varying perspectives from some of the biggest names in finance. Raoul Pal returns to kick off the campaign and update viewers on how his “unfolding” thesis has evolved over the past month.

Looking at 5-year yields and the euro

Also, today on INK Ultra Money and Ultra Money Free, INK looks at a G-economy stock that has grabbed the attention of one of China's biggest mining players.

Canadian Insider Club Ultra members have full access to both free and premium content. If you are not an Ultra member, join us or upgrade today.

Quarterly Review of the INK Canadian Insider Index

INK Research (INK) announces changes to the INK Canadian Insider Index as a result of the rules-based quarterly review. These changes will be effective at the close on Friday, May 15, 2020.

ADDITIONS (Name and Symbol)

Airboss Of America Corp. (BOS)
Aptose Biosciences Inc. (APS)
Cascades Inc. (CAS)
Fairfax Financial Holdings Limited (FFH)
First Quantum Minerals Ltd (FM)
FirstService Corporation (FSV)
Lithium Americas Corp. (LAC)
Mullen Group Ltd. (MTL)
Northland Power Inc. (NPI)
NovaGold Resources Inc. (NG)
Orla Mining Ltd. (OLA)
Pan American Silver Corp. (PAAS)
TransAlta Corporation (TA)
Uranium Participation Corporation (U)

Using AI to invest plus a pure gold bet

Today, on INK Ultra Money  we get a great overview via Real Vision on how AI can be used by investors. We also hear about a junior gold miner that looks like it could do well under either a deflationary or inflationary environment.

Canadian Insider Club Ultra members have full access to both free and premium content. If you are not an Ultra member, join us or upgrade today.

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