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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.

 

 

INK Ultra Money: Facebook's blockchain blockbuster

Today on INK Ultra Money, Venture capitalist, Bill Tai explains to Raoul Pal why Facebook (Mostly Sunny; FB) is on to something big with its Libra digital currency project. While regulators struggle with Facebook's ambitions, innovation surrounding data and the blockchain is taking place at a rapid pace. It is a great Real Vision interview for those who want to stay on top of the potential next wave of technological innovation. You will also get a better appreciation of why digital currencies are about to challenge the current monetary system.

As Facebook deals with regulators, crypto innovation continues

Canadian Insider Club Ultra members have access to this premium content. Watch the interview here>>  

In addition, INK Research explains that investors can still bet on a return to inflation via stocks that offer relatively cheap valuations. Click here to watch this free video>>

Did negative oil mark a low in commodities?

Earlier this weekend we sent out an email to our Basic account holders notifying them of some upcoming changes and highlighting our Globe and Mail feature as well as some thoughts on commodity trends. Many did not get the email due to a technical issue, so I am republishing it in a blog and apologize to those who see this article twice. Before we get into the account changes, I just want to remind non Club members that this weekend marks the end of our promotion to get 50% off the first year of a new Canadian Insider Club Ultra membership which provides access to full website features including core INK Research reports.

These reports provide valuable investing ideas such as our April 6th feature on Airboss of America (BOS). At the time, the company had just announced a major new contract win, there was insider buying and the stock was rising up our INK Edge rankings. Airboss is up more than 50% since that report and we featured the stock again this week and in the Globe and Mail this weekend. You can watch the video summary of our most recent report on INK Ultra Money Free.

Silver sends a sunny signal

In the latest Canadian Insider Insights, we explain why the recent price action in silver is an encouraging sign for the G-economy scenario characterized by government led inflation. We also look at what stocks are leading the oil patch in its remarkable share price recovery.

Today, INK Ultra Money has us asking did a negative oil price mark the bottom of the big secular commodity bear market? Listening to Russell Clark on Real Vision, that scenario seems to be a distinct possibility. The CIO of Horseman Capital Management delivers a non-consensus view on industrial commodities and technology, making his interview one that Canadian resource investors will not want to miss. Perhaps more importantly, if you are not investing in commodity related companies for the long term, this interview may have you thinking twice.

Remember, we are offering 50% off the first year of a new Canadian Insider Club Ultra membership for two more days only. Just redeem coupon code BTCLIVE at checkout. This coupon expires Saturday and only new Club Ultra memberships are eligible. Benefits of an Ultra membership include access to INK core reports and Real Vison videos via INK Ultra Money and much more. Read about the benefits here>>

INK Ultra Money: Golden sunny days

On Wednesday, we released our INK May Top 20 Gold & Precious Metals Report. This month we ran into a nice problem, at least if you are a precious metals mining investor. We had so many mining stocks with Sunny INK edge outlooks, they could not all make it into the Top 20.

We are running into this situation of a surplus of names more frequently. We seem to be entering a new golden period for miners and junior miners in particular. Some of the names that did not make it into the Top 20 include Golden Bear Resources (GBR) and Torq Resources (TORQ). There are 19 in total which include some poly-metallic miners. I have posted the complete list in INK Chat>>.

Canadian Insider Club and Ultra members are eligible for an invitation to INK Chat. Check your inbox for your registraton link or contact us if you did not receive it. If you are not a Canadian Insider Club Ultra member, today is great day to join because we are offering 50% off the first year of a new membership. Just redeem coupon code BTCLIVE at checkout. This coupon expires Saturday and only new Club Ultra memberships are eligible. Other benefits of an Ultra membership include access to INK and Real Vison videos on INK Ultra Money.

On INK Ultra Money today we feature one of the stocks that made the Top 20 list. Palladium junior Generation Mining (GENM) is the only miner on the list not focused on gold & silver. Watch the video summary below and read the full report (free).

Is a palladium rally needed to boost the stock?

We also have a fantastic premium interview for fundamental investors with Stephen Clapham, founder of Behind the Balance Sheet.

INK Ultra Money: The ultra importance of inflation expectations

The path of Canadian stocks through the COVID-19 fog is likely to be guided by inflation expectations. We explain why in our INK Canadian Insider Index quarterly rebalancing video presentation released Tuesday. The video is free. After rebounding from March lows, inflation expectations are now consolidating. Should they move significantly up or down from here, their direction will likely signal if we are entering a G-economy scenario characterized by government led inflation or bound to remain stuck in a D-economy weighed down by deflation.

The outcome of the G versus D economy competition has important implications for the asset mix decision and the likely performance of our insider index.

G vs D, inflation is the key

Early Wednesday, for Canadian Insider Club members we released the INK Top 30 Energy report for May. Grabbing top spot was George Fink's Pine Cliff Energy  (PNE). We highlighted the stock in today's morning report. Canadian Insider Club Ultra members can watch the video summary here>>

If you are not an Ultra member, join us today and get access to INK and Real Vision videos via the INK Ultra Money platform, plus much more including alerts and core INK reports.

INK Ultra Money: Central banks on the path to domination

Today on INK Ultra Money, we are treated to Hugh Hendry's colourful interview with Richard Werner who wrote Princes of the Yen which takes a critical look at the behavior of the Bank of Japan and other central banks. However, Werner provides a prescription for improving the role of central banks, and without giving away the punchline it does not involve aggressive interest rate policy. Reading between the lines, Hendry and Werner also point to a weak spot for Canada (think reliance on housing asset inflation). Werner also makes a bold prediction that the influence and roll of central banks is going to keep getting bigger. Central bank backed digital currencies could even help pave their road to dominance.

Speaking of getting things right, we continue to ask will it be a G or D economy in the years head? It is a critical question for the asset allocation decision as inflation-sensitive stocks should do well under a G scenario while bonds and bond proxies such as software stocks could outperform in a D-economy world. In our latest free Insights newsletter, we report that insiders are signalling that the odds of a G-economy appear to be picking up. With that in mind, today INK Research looks at a stock that could enjoy a G-economy world.

INK Ultra Money: Betting on survival

Updated (adds COVID-19 news from South Korea) - We have a survival theme of sorts today on INK Ultra Money  First, we head to the oil patch where a natural-gas focused junior has made an impressive comeback. Next, we hear an analysis about the state of Europe on Real Vision.

For those who missed the premium Raoul Pal interview Monday with Galaxy Digital (GLXY) CEO Michael Novogratz, I provide my take on the discussion about bitcoin being a store of value in my latest Howe Street interview which is available for free on Canadian Insider. As always, Canadian Insider Club Ultra members have full access to both free and premium content.

If you are not a Research Club member, join us today as an Ultra member for full access to both free and premium content video content. We will also send you an invitation to INK Chat where you can join the discussion on more stock ideas and investing strategy.

Finally, in the May 21st Real Vision Daily Briefing, Nick Correa has breaking analysis on the latest COVID-19 developments in South Korea where discrimination against the LGTBQ community is making the latest outbreak hard to contain.

1. Insider buying is on deck - INK Research (premium)

Today INK Research looks at a junior natural gas-biased producer that has been rallying on the back of encouraging pricing and production news. Insiders have been buying, betting that better days are ahead.

 

Production guidance maintained

2. The Intersection of European Banking and Politics - Real Vision (premium)

INK Ultra Money: Pandemics in context

Today, on INK Ultra Money we get an expert take on how to put the COVID-19 pandemic in historical context. We also look at a gold miner that could do well should inflation return.

We are also making the INK morning report from Tuesday avaliable on INK Ultra Money Free. However, due to network congestion, it may take a few hours for the content to show up in the free channel.

INK Tuesday report video on our free channel soon

Canadian Insider Club Ultra members have full access to both free and premium content. If you are not an Ultra member, consider joining us or upgrading today.

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