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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: Back to basics

The reflation trade got a shot in the arm ahead of a big Fed meeting Tuesday and Wednesday. We tackle the question of whether the rally can last in this week's edition of Insights. Meanwhile, our Broadcast of the Week sets the stage for the long-awaited decision by Ottawa on the fate of the Trans Mountain pipeline. Finally, our insider of the week has been buying up shares in an oil patch company that just announced a big buyback program. Click here to read.

Peak insider buying suggests solid support for materials stocks

In a bullish development for Canadian Basic Materials stocks, our sector indicator peaked late last month. Generally, indicator peaks which reflect peak insider buying often take place around share price lows.

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Pot stock insider sentiment remains weak

In our June Top 40 Report, Pot is out and peas are in, we noted that insider sentiment in the pot-stock heavy Pharmaceuticals industry was not sending a bullish signal and suggested more weakness or consolidation ahead for cannabis stocks. Since the report, the Horizons Marijuana Life Sciences ETF (HMMJ) is flat as of late Thursday morning. Meanwhile, the longer-term trend continues to look weak with the ETF trading below its 200-day moving average.

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Insider sentiment does not suggest a reversal in the downward trend any time soon. Our 30-day Pharma Indicator has yet to put in a clear peak which would signal peak insider buying. Typically, peak buying coincides with stock price lows.

UPDATED Important notice for Outlook.com, Live and Hotmail.com users

(Update 3 - removes reference to Gmail; advises that the block has tenatively been removed, explains watchlist ordering on website) We have had inquiries from users who have Outlook.com, Live.com and Hotmail.com accounts asking why they are not getting email alerts and reports. This is due to an issue beyond our control, and due to an algorithm at Microsoft which began blocking our emails on or around June 1st for some Outlook.com. Live.com, Live.ca and Hotmail.com email addresses.

Insights: Insiders signal caution even as investors have Fed rate cut dreams

We all know that history may not repeat, but it can rhyme. So, is it 2018 all over again? We tackle that question in this week's edition of Insights. In our June 10th newsletter, you will also find our Broadcast of the Week that features Hilliard Macbeth on the likely path of the Canadian housing market while our Insider of the Week is a Canadian brokerage executive who has just spent more than half a million dollars buying an out-of-favour industrial stock.

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As recession risk looms, Kaiser sees gold more likely to hit $3,500 than $500

In his latest broadcast, John Kaiser from Kaiser Research Online makes the case that gold can breakout to $3,500. Speaking to Jim Goddard, the resource analyst suggests fundamental, technical and financial self preservation factors may come together to push gold higher. 

A Canadian trade war surprise and a blockchain Facebook foe

In my June 6th interview with Jim Goddard, I touch on some key themes we have covered in our recent reports including our market report's observation that Canadian stocks are winning the trade war if we take the December 1st China takedown weekend as the starting point of the conflict.

Shorts see Paramount as a favourite target while VersaPay gains in popularity

Shorts continue to press their bets against Paramount Resources (POU) and High Liner Foods (HLF) which remain the two top favourite short targets in Canada based on the May 31st IIROC short report released today. Although short positions fell as a percentage of float in both names since the May 15th IIROC short report, the reductions were not enough to move the two stocks down the list of the most shorted names in Canada.

Insights: Believe it or not, Canadian stocks are winning the trade war

For Canadian investors who have had to endure years of underperformance versus US stocks, there has been a surprising twist over the past few months. Canadian stocks are broadly beating US stocks as the Sino-American trade war heats up. We discuss this development and more in our latest edition of Insights. You can read the newsletter here and no registration is required. 

A potential rare earths sleeper in Quebec and a drilling miss in BC

In his opening remarks of the May 31st edition of Discovery Watch, John Kaiser provides some background on the origins of the show and its objectives. Mr. Kaiser explains the show is not investment advice, but is designed to keep a spotlight on the junior resource industry in wake of the bear market that ensued in the group following the 2011 gold peak. In the second segment, he turns his attention to rare earths.

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