Canadian Insider

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: Autocracy versus Democracy

Ted Dixon
Mon, 03/22/2021 5:41

The emerging geopolitical competition between China and the United States will likely drive opportunity and its timing in the mining industry over the next decade. This week, we also try to find an answer to where uranium fits in to all of this.

Situation critical

 

Insights: The energy fun has just begun

Ted Dixon
Mon, 03/15/2021 2:07

Just like the rodeo, today's market environment is full of thrills. In the Energy sector, we are seeing small companies eating the lunch of bigger names when it comes to returns. The sector is also confronting climate change, and that is opening up opportunity for investors.

The latest Insights: Energy fun and financial disruption (image by Jaimie Harmsen on Unsplash)

Insights: Will innovation save us from Ottawa?

Ted Dixon
Mon, 03/01/2021 4:48

Ottawa's big bets on big business are stifling innovation in the financial system. Fortunately, there are small and mid-sized Canadian companies pushing ahead to deliver competition and change.

(photo: Lian Hao)

Investors should have the opportunity to profit along the way. This week in Insights we highlight a breakthrough that is poised to shake up the status quo.

Insights: Compact disk risk

Ted Dixon
Sun, 02/21/2021 17:12

Is everything a bubble? We have the verdict from Real Vision. Perhaps a more immediate concern is whether the traditional financial institution is at risk of going the way of the music CD.

Will traditional banking end up like the CD?

Insights: A boom born in lockdown

Ted Dixon
Sun, 02/14/2021 14:07

Are you ready for the snow? Russell Napier sees an avalanche of inflation coming. While he hands out the gloves and mittens, inflation-sensitive Canadian stocks are already soaring. Meanwhile, cryptocurrency interest rates are rising.

A boom born in lockdown: cryptocurrency interest rates are soaring along with Canadian stocks.

Insights: Do you believe in value?

Ted Dixon
Sun, 02/07/2021 17:05

Maybe it is just better not to bring up the subject of value in these markets.

Are P/S ratios best left unsaid?

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