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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.

 

 

Quebec puts Azimut back in play as SOQUEM leaves more money on the table for exploration

In his February 26th Discovery Watch broadcast, John Kaiser from Kaiser Research Online cheers some major changes in the strategic alliance between Azimut Exploration (AZM) and SOQUEM, a subsidiary of Ressources Québec. The arrangement appears to be a major rethink by the Quebec government on how to promote mining exploration in the province.

Insights: Bullish signal flashing as insider index winning streak continues

We have just published our third edition of Canadian Insider Insights, Bullish signal flashing as insider index winning streak continues. This week we draw on an upbeat theme for our weekly market report, while also highlighting an important shift in the marijuana space.

INK's Insider of the week

You can read this week's edition via our Insights archive page. If you have a Canadian Insider account, add Insights to your alerts to have future editions emailed to you. If you do not have an account, sign up here.

Markets register a sequential sell signal

In his February 22nd Howe Street broadcast, Bob Hoye from ChartsandMarkets.com reveals that based on his firm's historical pattern recognition metrics, major stock markets are registering a sequential sell signal.

Excitement in markets could signal a top is near

Meanwhile, gold stocks may be in the early stages of what could be a cyclical bull market.

Short bets jumped against Khiron Life Sciences right before stock soared

According to the latest IIROC report, short bets against Khiron Life Sciences (Sunny; KHRN) soared by a whopping 3,076,474 shares in the period between February 1st and 15th. That was right before the stock charged up to its all-time high of $4.33 (CXC trading - click here for latest real-time quote) set earlier today.

Click here for KHRN INK company page (INK subscription required)

While the recent jump may already be a result of a short-squeeze, there could be more upside to come.

Written-down gold producers can win under inflation

In the last segment of his latest Discovery Watch (February 20th), John Kaiser from Kaiser Research Online explains that, in contrast to junior miners who stand to benefit in a non-inflationary environment when the real price of gold is rising, some existing producers could win if the nominal price of gold is rising along with inflation.

Cheechoo project neighbourhood (click for larger)

The discussion begins with an overview of the Sirios Resources (SOI) Cheechoo project in northern Quebec.

Insiders bet West Fraser Timber stock will close the gap

West Fraser Timber (Mostly Sunny; WFT) gapped down 2.23% on February 13th after reporting Q4 results after the close on the 12th. Although it traded as low as $67 on the day, it managed to close towards the high end its range at $72.78. However, the stock has continued to slide in the days since. The question is: will it be able to gather some steam and make a rebound?

The stock, which is a member of the INK Canadian Insider Index, has three things going its favour:

Insights: Monetary policy winds change direction to favour Canadian stocks

We have just published our second edition of Canadian Insider Insights, a newsletter exclusively for CanadianInsider.com users. This publication seeks to provide a quick read on what insiders are telling us about the outlook for the Canadian market. Commentary draws heavily from our institutional Market INK report to bring you distinct, independent insight you will not find anywhere else.

 

INK's Insider of the week

You can read this week's edition Monetary policy winds change direction to favour Canadian stocks in HTML format via our Insights archive page.

Pacton Gold a relative value Pilbara speculative play

John Kaiser kicks off his latest Discovery Watch (February 14th) reviewing the latest S2 Resources drilling at its Ecru project in Nevada characterizing the results as neither making or breaking it. The meat of the broadcast is found in the middle segment where Kaiser gives a thorough update on the status of exploration in the Pilbara region of Australia which made big waves a few years ago with the discovery of visible gold.

Pacton Gold's description of the Pilbara play (click for larger)

He ends with a tip on what to look for from Midland Exploration (MD) over the next few weeks.

Energy poised to assume Canadian market leadership from pot stocks

In my Valentine's Day interview with Jim Goddard, I make the case that Energy stocks led by Cenovus (CVE) are likely going to start pulling their weight in the Canadian market. That would be a welcome development for Canadian investors because our indicators are also suggesting that the recent marijuana stock rally is in the final stages. Based on American insider activity, I also make an out-of-consensus call on bond yields.

Cenovus Energy starts to run circles around oil patch rivals

We will be releasing our Energy Top 30 later tonight, and given that Cenovus Energy (CVE) continues to have a sunny INK Edge outlook we expect it will remain near the top of the charts. The company made some waves in the oil patch last year by backing the Alberta government's plan to curtail oil production, even as some key rivals such as Suncor (Mixed; SU) knocked the plan. While we are no fans of government intervention in the oil patch, CEOs need to play the hand they are dealt. The Canadian oil patch world is more complex than ever. CEOs have to navigate around both technological and political forces which often work in conflict.

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