When mining engineer Bruce McLeod took the helm at Nunavut gold play Sabina Gold and Silver (SBB) in mid-February, he promptly bought 36,500 shares in the public market at 39 cents. Like many junior gold stocks, Sabina has been pummelled on the Toronto Stock Exchange, falling from highs above $7... Read more »
James Kwantes
Sat, 05/30/2015 18:14
Earlier this week we wrote "Here comes the changing of the guard" reflecting our sense that insiders are favouring cyclical over defensive names. That theme is being put to the test in light of today's negative GDP numbers in both Canada and the U.S. As of mid-day, cyclical and reflation-oriented... Read more »
Ted Dixon
Fri, 05/29/2015 14:09
What are we looking for? Looking at all the stocks on the TSX, we want to screen for the highest ranking REITs. Rankings are determined by the INK Edge V.I.P. criteria (valuations, insider commitment and price momentum). This is the same approach we apply across the broad market to determine... Read more »
Ted Dixon
Thu, 05/28/2015 16:13
As we head towards summer, tourists to Ottawa can look forward to the daily red coat changing of the guard ceremony on Parliament Hill. For Canadians, it is a must see. We give our nation's capital a nod this morning, not to recognize the pre-election vote-buying in Parliament by both the... Read more »
Ted Dixon
Tue, 05/26/2015 9:41
Sean Roosen wasted no time establishing a gold royalty powerhouse, Osisko Gold Royalties (OR), last year after selling his Osisko Mining and its Malartic gold mine in Quebec to a Yamana Gold (YRI)/Agnico Eagle (AEM) consortium for $3.9 billion. The Osisko Gold Royalties chairman and CEO added... Read more »
James Kwantes
Mon, 05/25/2015 12:40
In our last piece, we shared our bullish view on the stock market and highlighted the iShares Russell Microcap (IWC*US) chart.   Since that time the index has shaken out investors and bullishly powered back above its 50 day moving average. The microcap index finds itself again trading near all time... Read more »
Nicholas Winton
Thu, 05/21/2015 13:21
It never ceases to amaze us how much attention is given to consumer sentiment surveys south of the border. On Friday, a widely followed sentiment survey was released that indicated American consumer sentiment had dropped. Only a month ago that same survey indicated that consumer confidence was... Read more »
Ted Dixon
Tue, 05/19/2015 12:22
Move over real estate, insiders appear to be setting up for a long-rate rebound. REITs and other defensive stocks such as utilities lost ground in the semi-annual rebalancing of the 50-stock INK Canadian Insider (CIN) Index. Taking their place is a mix of resource and economically-sensitive... Read more »
Ted Dixon
Thu, 05/14/2015 10:33
Can two of Canada’s best known billionaires be on to something? Investors may learn more when Just Energy Group (JE) releases year-end results next Friday, May 14th, after the market closes. Shares of Just Energy have been in the penalty box for years. Volatile prices for energy, notably natural... Read more »
Sebastien Slone
Wed, 05/13/2015 14:03
As a former director, president and co-CEO of Goldman Sachs (GS*US), John Thornton had presumably developed a thick skin as well as a large wallet. The uber-profitable U.S. investment bank - famously described as a "great vampire squid wrapped around the face of humanity" by Rolling Stone writer... Read more »
James Kwantes
Fri, 05/08/2015 18:32