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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.

 

 

INK Ultra Money Free: Climate change activists are fighting the wrong war

Today on INK Ultra Money Free we visit the oil patch and discover why politicians are failing so badly at dealing with climate change. It is a great time to focus on oil & gas because January is a seasonally weak month for crude. That means many oil & gas stocks go on a post-holiday sale. However, if Rob West is right, we could see a long-term shift in the narrative about the role of oil & gas in the fight against climate change.

Video summary of Who is Buying and Selling at Cardinal Energy

In our weekly Saturday Globe and Mail Who is Buying and Selling feature, we focused on insider buying at Cardinal Energy (CJ) which we first highlighted in our January 6th morning report. Three years ago, insiders were selling as Cardinal Energy traded above $9. The stock is now below $3, production is up, and the CEO is buying. Watch the INK Research video summary of our January 6th report for free on INK Ultra Money Free.

Liberty Gold insiders are into Carlin style

Will Carlin style deposits become fashionable with investors in 2020? Insiders at Liberty Gold (LGD) seem to be betting on it. In the November 21st INK Research Morning Report, we looked at Liberty Gold which is focusing on Carlin type deposits. Since the report, the stock has done well and the company has announced plans to sell one of its projects, Kinsley Mountain, to Barrian Mining (BARI).

Expect inflation expectations to be a big driver of fortunes in 2020

With political tensions heating up again in the Middle East, the oil price is likely to find a bit more support as stockpiles are increased around the world just in case something goes really wrong. A firmer oil price would help to firm up inflation expectations which could have big implications for stocks. In my New Year's Eve interview with Jim Goddard at HoweStreet.com, I explain my view that inflation expectations will likely be a key driver of returns in the coming year.

Stocks and players with the most insider buying in 2019

We end off the year by tallying up the companies and insiders who had the most net public-market buying in 2019. We are only looking at beneficial buying, so if an insider is buying on a control or direction basis that won't get counted as it is a trade for someone's benefit (or potential loss). The amounts are in millions of dollars, and the year-to-date (YTD) returns are as of December 29th. We start off with companies that have had the most officers or director buying.

Monday on INK Ultra Money Free: Look Back at It (2019)

 In the last episode this year of The One Thing, Drew looks back at the most important themes they covered in 2019, from investment process to trade war. This episode contains short clips from guests such as short-seller Marc Cohodes along with some regular Real Vision contributors who will likely be back in 2020 to pick up from where they left off on topics from China to recession watch.

Start the New Year off better equipped to capitalize on what could be an inflation-driven Canadian bull market with a Canadian Insider Club Ultra Membership which provides access to Real Vision and INK Research premium videos plus core INK Research reports. Low-cost monthly Ultra subscriptions are also available via our sister Insider Tracking website. For a rundown of subscription options and prices click here.

INK Ultra Money: Tax-loss selling alert for Osisko Metals

Heading into 2020, a lot is riding on the path of inflation expectations. Osisko Metals (OM) is a stock that should be benefiting from rising inflation expectations. However, as we wrote in our INK morning report December 19th and again in the Globe and Mail Saturday, tax-loss selling season has probably depressed the share price. With the season now over, could the stock rally? Watch this free Ultra Money video for our take. 

Osisko Metals has big ambitions at Hay River

Get a jump on 2020 and join the Canadian Insider (CIN) Club as an Ultra member today. Act this weekend to save $99 per year (until you cancel) on an CIN Research Club Ultra membership and you will never miss another INK Ultra Money video including Real Vision or INK morning report. You will also be supporting our independent research service which does not accept payments for stock coverage.

Video script:

INK Ultra Money Free: Canadian oil & gas is on fire, what's next?

The Fed's not-QE T-bill buying programming which started in mid-October screamed commodity inflation to us. As we have written in many of our research notes over the past two months, we predicted that in contrast to Bernanke's old-school bond buying QE, Powell's money-market focused not-QE would have more of a punch for commodity inflation.

Our attention immediately zeroed in on neglected, if not hated, Canadian oil patch stocks. Low oil & gas prices and gloomy chatter about Alberta separatism was already providing a nice contrarian setup for Canadian oil patch stocks. Then came the Fed and not-QE. That was all we needed to go all-in on Canadian oil & gas.

Fed T-bill buying is a greenlight for commodities

Since getting the Fed's not-QE green light we have highlighted 10 oil & gas stocks in our morning reports for Canadian Club members and INK subscribers.

Monday on INK Ultra Money: Forget fossil fuel cold turkey to achieve decarbonization

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free video, while Canadian Insider Club Ultra members have access to all premium videos from Real Vision and INK Research. If you are not an Ultra member of the Canadian Insider Club, join today and save $99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. Why fossil fuels must remain part of a decarbonized global energy system - Real Vision (Free)

 The movement to a decarbonized world will require further investment in fossil fuel technologies. That is the take as Drew breaks down Rob West’s recent presentation to see where the energy industry needs to go over the next 30 years. Rob West effectively dismantles the common views heard from the global environmental movement that the world must get completely off fossil fuels. Instead, he makes the case that the only way to achieve a decarbonized future is to have some fossil fuels as part of the solution.

World won't decarbonize without some fossil fuels

2. How easy money enabled the shale revolution - Real Vision (Ultra member video)

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