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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 holds an MBA in Financial Management from the University of Chicago, and a Bachelor of Commerce from UBC.

First live year: INK Canadian Insider Index beats S&P/TSX Composite by 7.8%

Monday November 16th marked the first full live year of the INK Canadian Insider (CIN) Index. The period was dominated by a collapse in crude oil prices and the stunning fall from grace of Canada's drug giant Valeant Pharmaceuticals International (INK Edge outlook: rainy; VRX). In this down market environment, the INK CIN Index beat the S&P/TSX Composite Index by 7.76% on a total return basis.

INK CIN Index pulls back to lower Bollinger band

Technical Overview by Nicholas Winton, Hedgehog Trader and @HedgehogTrader on Twitter

Thank you for joining us in our weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Since our last update, the CIN Index saw its already waning momentum grind to a halt, resulting in a breakdown below the 1000 support level to 975.

INK Research Announces Semi-Annual Review of the INK Canadian Insider Index

INK Research (INK) has announced changes to the INK Canadian Insider Index as a result of the rules-based semi-annual review. These changes will be effective at the close on Friday, November 20, 2015. In all, twenty stocks were added and dropped. Read the full list here: https://index.inkresearch.com/announce.php?id=5.

The INK Canadian Insider Index includes the top ranked value and momentum stocks on the TSX preferred by insiders. The 50-stock Index constituents are determined using INK Research's proprietary INK Edge ® V.I.P. screening criteria of valuations, insider commitment and price momentum. The Index historically has a mid-cap focus and is rebalanced to equal weight in May and November each year. Additions and deletions to the Index are also made at that time.

Morning INK Report :: Insiders buying at OrganiGram Holdings

This stock report was originally featured in the Morning INK for subscribers on Oct. 28OrganiGram has subsequently rallied about 100%. Highlights of the report were also published in the Globe and Mail Saturday

Today we look at OrganiGram Holdings (OGI) which, through its subsidiary OrganiGram Inc., is a licensed producer of medical marijuana. The stock set a 52-week low of $0.195 on October 7th, but its fortunes appeared to have pivoted since it began to become clear that the Liberals were moving ahead in the polls prior to the election. The stock is up 81.5% since the 7th, and insiders have been buying as the share price has recovered. Notably, OrganiGram Holdings is Venture exchange listed, while many of its peers are on an alternative exchange.

INK CIN Index once again at important inflection point

Technical Overview by Nicholas Winton, Hedgehog Trader and @HedgehogTrader on Twitter

Thank you for joining us for our weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index.

In our last update, the CIN Index surged to a new multi-week high and looked ready to make a big break out. Instead, the Index reacted as if it had hit a brick wall head-on upon reaching the 1040 resistance level and sank nearly 4% by week's end. As we can see, the red arrows on our chart now indicate 5 or 6 failed attempts to break and hold above 1020/1040 resistance.

Morning INK Report :: CEO buying again at Sabina Gold & Silver

This highlighted stock feature was published before the market open on Oct. 30 for INK Research subscribers.

Today we revisit Sabina Gold & Silver (SBB) which is the top ranked stock in the October edition of our INK Edge Top 40. Gold stocks have made an impressive showing in the list despite strong indications that the Fed wants to raise interest rates in December. Since we last featured it on September 23rd, Sabina Gold & Silver stock is up 58.9%, outperforming the BMO Junior Gold Index ETF (ZJG) and the iShares S&P/TSX Global Gold Index Fund (XGD) which are up 8.2% and 14.1% respectively. As the stock has surged, the CEO has continued to buy.

Ignore unprepared Poloz; flying Financials are a strong bullish signal for the Canadian economy and stocks

As we put together our weekly Monday market comments for INK subscribers, we are focusing on the Financials which have been ripping higher over the past month. The S&P/TSX Financials Index is up 6.5% over the past 30 days. It is often said that a sustainable market rally is not possible without the participation of the Financials, so seeing the group leading the overall market is an encourage sign. The positive price action is supported by our INK Financials Indicator which is signalling that the stocks in the sector put in a significant low in August.

Globe and Mail Number Cruncher: Taking stock of Liberal commitments

What are we looking for?

The Trudeau government was elected on a platform that included more infrastructure investment, tax benefits for middle- and lower-income Canadians as well as improved employment insurance benefits. We are looking for stocks that might benefit from these commitments, notably construction, engineering and retail-oriented names. Rankings are determined by the INK Edge V.I.P. criteria (valuations, insider commitment and price momentum). This is the same approach we apply across the broad market to determine membership for the INK Canadian insider index, which is used by the Horizons Canadian Insider Index ETF (HII).

Will a Trudeau-led Canada lead the global reflation trade?

For years the Bank for International Settlements has essentially been pleading with developed countries to stop relying on monetary policy to juice their economies. The implied message was clear: if countries want to stimulate their economies, do it with fiscal policy. So far, the BIS pleas have fallen on deaf ears. On Monday, Canada may well send the Swiss-based BIS an encouraging reply. If the polls are right, Justin Trudeau's Liberals will win a mandate which includes going into a modest deficit to build infrastructure and housing.

Loonie likely to fly higher with a Trudeau government, domestically-focused stocks may also get a boost

The loonie is likely to regain its strength under a Trudeau government, although timing will depend on whether or not there is a majority government. A majority Liberal government should set the flight path higher soon after election night, while a minority could keep the currency in a holding pattern for a few weeks or months.

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