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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.

 

 

Insights: The D-economy won the week

Our D-economy theme dominated last week. Will it be two weeks in a row? So far, this week the tables are turned with optimism building ahead of some key US earnings report. We look at what insiders are signalling in Canada about the deflation versus inflation battle that is shaping up. Meanwhile, our insider of the week is from the cryptocurrency space, a corner of the market that many investors may be overlooking. Click here to read this week's free Insights newsletter.

Monday on INK Ultra Money: Crypto comeback

Cryptocurrencies have been making a comeback over the past few weeks, but does the rally have staying power? The CEO of a Canadian-listed cryptocurrency-focused investment firm seems to be betting that bitcoin and blockchain are poised for better days ahead. Canadian Insider Club Ultra members can watch the video summary below.

 

Watching institutional interest

 

If you are not a member, join us and get $200 off your first-year Canadian Insider Club Ultra membership by redeeming coupon 2020 at checkout. That means your first Ultra year will only cost $198.99 plus tax, more than 50% off the regular membership price. Become a member here.

INK Research is subscriber supported and unlike some other free-to-air websites we do not accept payments for stock coverage.

Quant-oriented investors, don't miss today's Real Vision episode which looks at getting big macro bets right.

Birchcliff is beating the tech giants

This weekend in the Globe and Mail we featured insider buying at natural gas producer Birchcliff Energy (BIR). Insiders were buying around the year-to-date stock market lows set on March 23rd. That turned out to be a great signal. Since that date, Birchcliff Energy stock is up over 130%.

March is shaping up to be a potential long-term turning point

Thanks to the law of small numbers kicking in, Birchcliff has left even Amazon (AMZN) in the dust which is up an impressive 27%. Below is the video summary of our original report on Birchcliff which we sent to members on April 7th.

Insider long-term bets paying off

There really is no better time to make use of INK reports than during the current bottoming process we are going through. Although these are challenging days, we also have tremendous opportunity to build our wealth in the times ahead.

INK Ultra Money: A nuclear spring? Not letting a good crisis go to waste

Energy has been a hot sector since the March 23rd lows. Within the sector, the uranium group has led the way, and today INK Research takes a look at a company that invests strictly in physical uranium. In this report, INK references an enlightening Real Vision interview with Arthur Hyde from Segra Capital Management on April 15th who clearly explains the state of the uranium industry and why COVID-19 may be the spark that turns the industry around. If you are wondering if this uranium rally is for real, Hyde will help you make up your mind. He sealed it for me.

 

Shifting balance of power? (free video)

During this period of market volatility, let the insiders help you identify opportunity. If you are already not a member of our community, join us as a Canadian Insider Club Ultra member for access to INK premium insider reports and Real Vision videos.

Rick Rule's silver insights plus a hot stock in a hot sector

Today, on INK Ultra Money we are treated to a master class in precious metals and mining investing by legendary resource investor Rick Rule. He lays out the stages of his precious metals investing strategy to help investors understand where we are currently in the precious metals investing cycle.

We also highlight the INK Edge stock in the hottest North America sector right now. The combination just might surprise you. Finally, in my latest Howe Street Interview I discuss some key insider trends that point to a G-economy environment in the not-to-distant future.

INK Ultra Money: Bracing for a G-economy inflation surprise

This morning, Real Vision hits on some potential big trends that we would expect to develop in our G-economy scenario. Should this scenario unfold, the investing environment will be a lot different than what investors experienced over the past decade. Meanwhile, some insiders are betting on better days ahead in the oil patch.

We start off with Dr. Peter Warburton, director of Economic Perspectives. He joins Real Vision to explain his thesis that the world is entering a new era of fiscal dominance which sounds a lot like INK's G-economy theme. He argues that the policy response to the coronavirus crisis has resembled war-time measures.

Calling on the poor to save the rich plus the durability of the rally

In the latest free Canadian Insider Insights newsletter, we suggest a cautious approach towards the April rally. However, we continue to believe that Canadian mid-cap stocks have an important role to play as we move through the COVID-19 pandemic.

On INK Ultra Money, we hear Vincent Deluard explain how society is essentially asking the poor and its youth to make sacrifices for the benefit of the rich and elderly. He suggests that inflation is the ultimate outcome of this ask. We also highlight a gold royalty company hitting the INK Edge screens.

During this period of market volatility, let the insiders help you identify opportunity. Join us as a Canadian Insider Club Ultra member for access to INK premium insider reports and Real Vision videos. Tuesday is your last day to save 50% annually on a Club or Club Ultra membership. Listen to Ted Dixon's April 8th Howe Street interview for the coupon to use at checkout to save 50% every year until you cancel.

Get more insider insights in INK Research Chat!

This month we launched INK Research Chat which is our latest feature to help you make better investment decisions. Best of all, it's free for Canadian Insider Club members and INK subscribers. To ensure the highest quality of discussion, it is by invitation only.

This community forum is designed to provide our members and paying subscribers with additional insider insights and a venue to exchange ideas, ask questions and get answers.

Gold miners on the INK Edge move in INK Chat

For example, under the Stock Ideas channel, we posted the top stocks that were moving up and down the INK Edge rankings over the past week. Gold miners were the big gainers during the latest period.

Friday on INK Ultra Money: Scary charts plus a gold stock that shines

Here is what's new today on INK Ultra Money. If you are not already a Canadian Insider Club Ultra member, join now for full access to premium content and much more. If you do not want to make an annual commitment, sign up for Advantage Ultra at our sister site InsiderTracking.com where you can take out a monthly subscription for the ultra low rate of US$9.99 per month plus tax.

1. The charts of truth - Real Vision

Peter Brandt, Founder of Factor LLC, speaks to Real Vision CEO, Raoul Pal, about the dramatic price action he’s witnessing in equities, commodities, currencies, gold, and bitcoin. A veteran technical analyst, Brandt tells Pal about the charts on his radar and how they are informing his investing perspective. Raoul discusses how he interprets these chart patterns through the lens of dominant market narratives and shares how they are informing his macro framework. As a long-time contributor to and friend of Real Vision, Peter Brandt has offered a special discounted price for the Factor Report available exclusively to Real Vision members: https://www.peterlbrandt.com/realvision-members/?coupon=Realvision.

 

Head and shoulders top?

 

2. A junior miner that is shining in INK Rankings - INK Research

Thursday on INK Ultra Money: High frequency crypto trading plus Canadian mortgage magic

Here is what's new today on INK Ultra Money. If you are not already a Canadian Insider Club Ultra member, join now for full access to premium content and much more. If you do not want to make an annual commitment, sign up for Advantage Ultra at our sister site InsiderTracking.com where you can take out a monthly subscription for the ultra low rate of US$9.99 per month plus tax.

1. The deep structure of crypto markets - Real Vision

Chris Sullivan and Haim Bodek of Hyperion Decimus join Real Vision’s Ash Bennington for a deep dive discussion on market structure, high-frequency trading, and the current state of play in cryptocurrency markets. Sullivan and Bodek begin the interview with an analysis of capital market trading, where they both have extensive experience, and transition into the lessons they now apply in their work in the digital asset space.

 

Humans still driving cryptocurrencies

 

2. Mortgage insiders bet on their business - INK Research

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