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Canadian Insider Club
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Daily Morning INK newsletter
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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: An inflated outlook for 2020

In our last Insights newsletter edition for the year, we look at what we expect will make or break it for Canadian stocks in 2020 - the direction of inflation expectations. Our broadcast of the week focuses on the cannabis industry with a special focus on Aurora Cannabis (ACB) while our insider of the week is a power CEO!

Click here to read.

Monday on INK Ultra Money: Michael Gayed takes on the bond bulls, plus betting on GT Gold

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free video and audio, 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. The Problem with Passive: Part II - Real Vision (free video)

 What happens to financial markets when passive strategies become the norm? This week, Drew breaks down the conversation between Mike Green and Raoul Pal to understand how massive that passive strategies are. The full version of this video was broadcast on INK Ultra Money December 11th.

Market structure has changed

2. In the Golden Triangle, insiders and Newmont bet on GT Gold - INK Research (free audio, Ultra subscriber video)

Insights: As goes crude, so goes the reflation trade

In this week's Insights we focus on the Energy sector. Will it be three times lucky for the group? Our broadcast of the week looks at the case for gold while our insider of the week is none other Bank of Canada Governor Stephen Poloz. Click here to read.

Tags:

Thursday on INK Ultra Money: Kaplan on a higher range for gold; plus, taking on the big 5 banks

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free video and audio, 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. Golden Opportunities from "Midas" - Real Vision (free video)

 Dr. Thomas Kaplan argues that the macro and micro stars are aligning for a golden opportunity in gold over the next five years. Drew breaks down Kaplan’s conversation with Dan Tapiero to dig up a few nuggets of wisdom.

Central banks are the ultimate insider buyers

2. Bucking the big bank blues - INK Research (free audio, Ultra subscriber video)

Beyond China and beyond gold

On Friday, INK Ultra Money released a Real Vision Jim Grant Series video which covered a lot of ground with value manager Jim Litinsky. One of the most insightful elements of the conversation centred around Litinsky's big bet on rare earths located in the United States. Why the bet? In nutshell, he envisions a shakeup in global supply chains which he believes policy makers in the United States now recognize as being too dependent on China.

Insights: Will the Fed have to be looser for longer?

 

In this week's newsletter, we make the case for rising inflation expectations and discuss the implications for stocks. That is also the theme in the broadcast of the week. Meanwhile, our insider of the week is a CFO who has helped stick handle recent acquisitions which have contributed to a blow-out quarter. Click here to read.

Treat November 30th short report data with caution

Update 19:10 ET - We have removed November 30th short data and await a replacement file from IIROC.

Please treat the November 30th short data with caution as some stocks may have conflicting data from the data source. In the meantime, our review of the November 30th IIROC short report for INK subscribers is delayed while we seek clarification from the regulatory organization.

Thursday on INK Ultra Money: Acquisition strategy pays off for TECSYS plus the nuts and bolts of America First policy

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free audio, while Canadian Insider Club Ultra members have access to premium videos from Real Vision and INK Research.

If you are not an Ultra member of the Canadian Insider Club, join today and save C$99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. A timely acquisition pays off for TECSYS - INK Research (free audio, Ultra member video)

INK Research wraps up its mini-series on software stocks by looking at enterprise-wide supply chain management company TECSYS (TCS). The firm been on the acquisition trail lately, and it appears to be paying off in more than one way.

Earnings jumped in Q2

Audio download below.

2. Understanding "America First" & Economic Nationalism - Real Vision (Ultra member video)

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