This Week in Money

We kicked off November with a series on oil & gas small caps on INK Ultra Money and in our morning reports. We are continuing to highlight beaten up energy names that come across our INK Edge screens and in an interview for This Week in Money on Saturday (audio download below) I talk about the opportunity during tax-loss selling season.

In the interview, I also challenge the hype that some mainstream media outfits continue to spew about cannabis stocks. That does not mean there is not opportunity, however. For those who want exposure to the group, I highlight a stock that you will not hear about on pot TV coverage or via marijuana stock-promotion websites.

I appeared on Howestreet.com's This Week in Money on Saturday where I focused on the surprising developments out of Europe. I make the case that with the announced nominees for EU leadership positions, Europe is paving the way for significantly more fiscal stimulus for its economy. I also make the case that the risks of eurozone disintegration have fallen given the nominations of pro-integration German cabinet minister Ursula von der Leyen as head of the EU Commission and former politician and IMF head Chris Lagarde to lead the ECB. Lagarde will likely spearhead the move for the ability of the EU to issue more bonds to increase government spending, particularly in the area of infrastructure. I also point out that the Lagarde nomination came the same week that Italy was let off the hook for going over its deficit limits.

With hockey playoffs in full swing, on Saturday's edition of This Week in Money I explained to host Jim Goddard how insiders are edging out of the defensive zone. Less REITs and slightly greater risk in the Energy sector point to a more growth-oriented posture among insiders. These moves might also suggest that insiders feel long-term Canadian bond rates may have seen their lows at least for now.