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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.

 

 

New Monday on INK Ultra Money: Will Dhaliwal, Ginn and Hughes hit the mark with Gatling?

Here is what's new today on INK Ultra Money.

1. Will Dhaliwal, Ginn and Hughes hit the mark with Gatling?- INK Research

This morning the INK Top 20 Gold Report is in focus with its theme on stocks with relatively low share counts. One of the stocks making it into the list this month is Gatling Exploration (GTR). INK Research takes a look at the share structure, management team and the latest drilling results.

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The INK Sept. 16 Morning Report in 90 seconds

This is premium content available to INK Research subscribers. However, we have also posted a free version on our YouTube channel. There is also an audio download available below.

Putting the attack on Abqaiq, Saudi Arabia in context for Monday

As has now been widely reported, more than half of Saudi Arabia's oil production supply was knocked out Saturday in an attack on Abqaiq oil facilities claimed by Yemen’s Iran-aligned Houthi rebel group. Saudi Arabia has indicated it will provide an update on their production situation by sometime Monday. 

While oil prices are likely to climb in the immediate aftermath, the more important question is what happens after the initial excitement passes. As Nick Colas from DataTrek Research explains in this August 22nd Real Vision interview, the oil price, not just the yield curve, is an important recession indicator. The interview provides insightful context for the week ahead given the attack.

Nick Colas on the importance of oil as an indicator

Will the September rally now start to rollover?

On August 26th in New York, Charlie McElligott, managing director of cross-asset strategy at Nomura Holdings, sat down with Ed Harrison to talk equity market volatility. For anyone considering deploying capital across asset classes this month, it is a much watch video. Charlie has nailed the early month equity rally. Here is what he had to say about the direction of the market,

Insights: The FAANGs are losing some of their bite

When Jacqueline Hansen from the CBC National News asked me about our take on big US tech stocks, I suggested that recent insider selling in weak FAANG stocks was a warning sign. We address the outlook for FAANG stocks in this week's Insights newsletter. Keeping with that theme, our insider of the week is a FAANG CEO who has been selling. Our clip of the week heads to the gold group which has seen some big money move into it. Click here to read the newsletter.

Will Apple's iPhone launch make or break the stock?

Apple (AAPL) will unveiled its latest iPhone this morning west coast time. Will the new model determine whether the stock makes a move either up or down? Based on our INK Edge signals, it just might. Right now, the stock has a Mixed INK Edge outlook. CEO Tim Cook's selling last month has helped to cloud the picture.

Tim Cook (red circle on chart) has been selling lately under a trading plan

Video Summary: Big bets on Barrick

In a Research Highlights post Monday, we asked if Barrick Gold (ABX) had what it takes to make it into the INK September Top 40 stock report. On Thursday we revealed the answer in our September 5th INK Morning report. Here is the video summary of the morning report.

The INK Top 40 and trading day morning reports are available through INKResearch.com or the Canadian Insider Club.

Insights: A contrarian fall setup

This week's Insights newsletter looks at how the fall might be shaping up as a good one for contrarians. Keeping with that theme, our Insider of the Week takes a value-oriented approach to investing while our video clip of the week assesses which business model may be winning in the cannabis space. Click here to read.

Video Summary: Is the winning cannabis business model starting to emerge?

Here is the video summary of the August 26th INK Morning report where we compare insider activity at Canopy Growth (WEED) to Auxly Cannabis Group (XLY) and suggest it may tell us something about which business model is stronger.

Hoye: The gold/silver ratio to make new highs

In his latest HoweStreet.com interview, market historian Bob Hoye from ChartsandMarkets.com answers some key questions that are on the minds of just about all precious metals investors right now. The first question is whether gold has entered a multi-decade bull market? He believes that as the current financial bubble concludes and we enter a financial contraction, it will set up a bull market for the real price of gold. For signs that we are in the depths of a contraction, he will be watching for a low in US nominal long-dated interest rates confirmed by a low in a wholesale price index or in commodities. He believes, both the coming contraction and bull market in the real price of gold could last about 20 years.

Video Summary: Insiders are buying at high-yield Chemtrade Logistics Income Fund

Chemtrade Logistics Income Fund (CHE.UN) has been outperforming since our August 22nd INK Morning report. Here is the video summary of that report where we look at what might explain the high yield at the income trust.

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