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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: Canadian stocks still winning the trade war

In the latest edition of Insights, we check the relative performance of Canadian versus US stocks since December 1st of last year when Donald Trump issued Xi Jinping a tariff ultimatum during their Buenos Aires dinner. Our broadcast of the week looks at a possible signal for small-cap oil patch stocks while our insider of the week is one of Canada's most successful entrepreneurs who is buying an out-of-favour oil & gas name.

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Howestreet Interview: Europe holds the key for unlocking the Canadian market

In the first segment of my latest Howestreet.com interview, I explain why we are looking at financials such as Canadian Western Bank (Mostly Sunny; CWB) and AGF Management (Sunny; AGF) for clues as to when we might see a turnaround among lagging small-cap oil & gas stocks. This is a theme we have discussed in recent morning reports on CWB and on Yangarra Resources (Mostly Sunny; YGR). In the interview, I try to tie it all together.

Odds are stacked against shorts targeting Well Health Technologies

While the short positioning in Paramount Resources (Mixed; POU) remains off its peak seen in mid-May, short bets against the stock remain highly elevated. The stock has recently pulled back from a rally off its June lows and short sellers seem generally content to hold on to their bets for a stock breakdown.

A notable change in our Top 10 most shorted list this week is the disappearance of Stingray Group (Mixed; RAY) due to an increase in the stock's estimated float. That paved the way for Laurentian Bank (Mixed: LB) which takes the 10th spot. Based on our signals, the shorts may be on to something there. In terms of signals, Cargojet (Mixed; CJT) has flipped back to a bearish setup.

Video Summary:Yangarra Resources sliding as investor skepticism clips small-caps

Here is the video summary of the July 17th INK Morning report where we suggest that a break-out in Canadian financials may be what is needed to signal better days ahead for small-cap oil & gas names.

INK Research and Canadian Insider are both subscriber-supported. We do not accept payments from issuers or promoters for stock coverage.

Insights: Will fiscal spending eclipse the influence of monetary policy on growth?

In the latest Canadian Insider Insights newsletter, we look what could confirm that global growth is about to re-accelerate. In addition, our broadcast of the week takes a bite into meat alternatives while our insider of the week has been gobbling up shares of a junior gold producer. Read our July 15th newsletter here (registration not required).

The Leagold Mining leveraged bet on bullion

Watch the video summary of the July 12th INK Morning report: The Leagold Mining (LMC) leveraged bet on bullion.

Video Summary of Contrarian Alert: Short interest vaporizes at MediPharm Labs.

Watch the video summary of the July 11th INK Morning report. INK Research and Canadian Insider are both subscriber-supported. We do not accept payments from issuers or promoters for stock coverage.

Top Shorts Report: Oil patch and pot stocks in the spotlight

As we head into summer there is very little change to our Top 10 most shorted stocks list. Bonterra Energy (Mostly Sunny; BNE) returns to our Top 10 list after having slipped off it in the mid-June edition. It takes the place of Automotive Properties REIT (Cloudy; APR.UN) which saw its short position drop after it completed an $84 million equity financing deal on June 28th.

Meanwhile, our signals for Cargojet (MIxed; CJT) suggest it has the potential for a short-squeeze situation whereas in our last report the reading was bearish. Heading in the other direction is Chesswood Group (Mixed; CHW) which suggested a short-squeeze situation last time, but now reads as bearish.

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