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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.

 

 

Thursday on INK Ultra Money Free: A helping hand at Bluestone Resources

Here is the video summary of the INK morning report distributed to INK subscribers and Canadian Insider Club members on February 3rd.  Gold and silver miner Bluestone Resources (BSR) received a boost from a familiar name in the mining industry. Now it looks set to climb the Lassonde mine life value curve.

New CEO and new money

Wednesday on INK Ultra Money: Uncaging a tiger and Atico Mining grabs the silver medal in the February Gold Top 20

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. India: Uncaging a tiger - Real Vision

Andrei Stetsenko, partner at Farley Capital, joins Real Vision to discuss how India’s positive demographic tailwinds could serve as a solution to the global retirement crisis. Stetsenko explains how India’s young, growing, and urbanizing population is the polar opposite of the old, shrinking, and already urbanized populations of the developed world. Furthermore, he reveals why India’s demographic factors have been a catalyst for turbo-charged economic development. Stetsenko argues that this trend is only going to continue and discusses the investing framework he has developed after years of investing in India. Filmed on February 6, 2020, in New York.

 

China's demograpic dividend has ended

2. Atico Mining grabs the silver medal in the February Gold Top 20 - INK Research

Tuesday on INK Ultra Money: The risks of ignoring crypto

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.

New on Ultra Money Free: Donlin's dawn while Pipestone pumps it up

Over the weekend, INK Ultra Money Free released two free video morning report summaries. The first looks at NovaGold (NG) which is up almost 150% over the past year. While we have seen some insider selling, INK explains that it could be a mistake to view that as a negative sign.

Big dreams are a few steps closer

The second release s the video summary of the morning report featured in the February 15th Globe and Mail Who is Buying and Selling.

Insights: AltaGas an early winner in 2020

In this week's Insights, our insider of the week has led AltaGas (ALA) up the INK Edge charts and into the INK Canadian Insider Index. Meanwhile, the Index and inflation expectations are showing some early signs of regaining momentum as Washington intervenes relentlessly to prop up asset prices ahead of November. Finally, we highlight our most popular video on social media over the past week.

INK Research Announces Quarterly Review of the INK Canadian Insider Index

Vancouver, February 14 - 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, February 21, 2020.

ADDITIONS (Name and Symbol)

Howe Street Interview: Unprecedented Washington market intervention

Oil has collapsed on the back of Wuhan coronavirus fears while, but Apple (Mostly Sunny; AAPL) keeps climbing despite the device maker's exposure to China. What could explain the divergence? How about billions of dollars of liquidity being thrown at the financial system from the U.S. Fed and Treasury? That is the opening topic in my latest interview with Jim Goddard on HoweStreet.com.

Free video: Pension apocalypse

 

The coming retirement crisis and the everything bubble - Real Vision

How can ordinary people behaving rationally create a generational threat? Raoul Pal, in his role as CEO and co-founder of Global Macro Investor, joins Real Vision to explain the interconnected problem of the everything bubble and the coming retirement crisis to answer the question, “why do we invest?” He explains in detail how the baby boomer generation, through the rational and reasonable behavior of seeking to live and retire comfortably, has fueled the creation of a massive financial bubble that touches nearly every corner of the economy.

A demographic reaper is on its way

Filmed on February 4, 2020 in Grand Cayman, Pal breaks down the crucial trends:

The three big Canadian opportunities in 2020 plus a very sweet Valentine's deal

The US administration is doing all it can to juice stock markets ahead of November. We have all seen the US president pressure the US Federal Reserve into cutting rates and doing QE. However, what is less understood is the role that the US Treasury is playing behind the scenes by forcing the Fed’s hand via active management of its General Account.
 
We learned all about the tricks that the US Treasury is up to with its General Account in a fantastic Real Vision episode last week. In the final segment of Raoul Pal's deep dive into the recent repo market upheaval, Dr. Z. Barton Wang explains to Raoul Pal how the US Treasury is forcing liquidity into the system.

Raoul Pal digs into repo madness on Real Vision

That is exactly the type of insight I expected to get from Real Vision when I decided to make it part of the INK platform last year. After watching that episode, I have little doubt that the US government is going to do all it can to keep asset prices elevated until the election. The unprecedented efforts by Washington to inflate the system will open the doors to what I believe are three big opportunities in Canada.

INK Research Announces Extraordinary Adjustment of the INK Canadian Insider Index

Vancouver, February 12, 2020 - Due to a corporate action relating to Power Financial Corp (PWF), the following treatment will be applied to the INK Canadian Insider Index:

Power Financial Corp (PWF) will be deleted from the Index on the effective date.

Effective date: close of business February 13, 2020

AltaGas Ltd. (ALA) will be added to the Index at the same weight as the deleted stock (PWF).

Effective date: close of business February 13, 2020.

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