Stock Ideas

This is all about stock picking. It is the place to find wide-ranging global stock ideas from Real Vision, plus Canadian contrarian and growth stories that that are hitting INK Research's insider screens.

INK Videos Jan 22, 2020
Insiders are fired up at Maxim Power
Maxim Power (MXG) expects to launch its new natural gas fired power generation plant by June. Insiders are betting that it will brighten the firm's prospects.
INK Videos Jan 21, 2020
Three reasons for contrarians to consider Aecon Group
Aecon Group (ARE) stock failed at a breakout attempt last year. INK Research takes a look at some positive signals that might appeal to contrarians.
Real Vision Jan 21, 2020
Canadian Banks: "The Anchor That Drags Your Whole Portfolio Down"
Kevin Muir, editor of the Macro Tourist newsletter, sits down with Real Vision’s Ed Harrison to discuss why he believes interest rates and inflation, long tempered by dovish monetary policy, will rise once again. He sees Treasury Inflation-Protected Securities (TIPS) as a good way to hedge against the U.S. dollar’s inflationary risk and recommends shorting both the Canadian dollar and Canadian banks. He also explains his bullish thesis on energy stocks, which he argues is a bargain at current prices. Filmed on January 13, 2020, in Toronto.
Real Vision Jan 21, 2020
Canadian Banks: "The Anchor That Drags Your Whole Portfolio Down"
Kevin Muir, editor of the Macro Tourist newsletter, sits down with Real Vision’s Ed Harrison to discuss why he believes interest rates and inflation, long tempered by dovish monetary policy, will rise once again. He sees Treasury Inflation-Protected Securities (TIPS) as a good way to hedge against the U.S. dollar’s inflationary risk and recommends shorting both the Canadian dollar and Canadian banks. He also explains his bullish thesis on energy stocks, which he argues is a bargain at current prices. Filmed on January 13, 2020, in Toronto.
INK Videos Jan 20, 2020
Insiders buy as Empire goes on sale
Investors marked down Empire (EMP.A) shares after an earnings call in December. INK Research explains why that may offer a tempting sale price for contrarian investors.
Real Vision Jan 17, 2020
The Bond Bullion Bonfire
David Rosenberg returns to Real Vision to discuss the interplay between yield and price in an era of record-low interest rates. In conversation with Real Vision’s Ed Harrison, he warns about the decade-long asset inflation in stocks as well as in bonds, which he perceives as a liquidity cycle not backed by fundamentals. He predicts central banks will remain dovish and reveals why he is constructive on gold, commodities, energy stocks, and a number of long-duration treasuries. Filmed on January 13, 2020, in Toronto.
Real Vision Jan 16, 2020
Distressed Sovereign Debt: The Final Frontier of Active Management
Hans Humes, CEO of Greylock Capital, has participated in more sovereign debt restructurings than perhaps anyone else on the planet. He breaks down the current sovereign debt landscape with particular focus on Argentina’s newest restructuring. Humes also examines distressed sovereign debt as an asset class, explaining why the political nature of crisis, ever-evolving legislation, and headline-driven markets will leave ample opportunity for the chosen few who swim in these deep waters. Filmed on January 10, 2020 in New York.
INK Videos Jan 16, 2020
Warming up to natural gas with the Peyto insiders
For the past two years, Peyto Exploration & Development (PEY) has been taking a cautious approach on capital spending. However, they are getting more aggressive in 2020 as their outlook for natural gas improves.
Real Vision Jan 15, 2020
Bond Market Secrets: Offsetting Asymmetric Downside Risk
Gershon Distenfeld co-heads a fixed-income team at AllianceBernstein that manages over $300 billion in assets. He joins Real Vision to discuss how the high-yield credit space can function as an alternative to the stock market and why the best bond investors focus on avoiding losers rather than picking winners. He underscores the importance of fixed-income diversification and gives his thoughts on leveraged loans, collateralized mortgage obligations (CMOs), and collateralized loan obligations (CLOs). Filmed on January 10, 2020, in New York.
Real Vision Jan 14, 2020
A Classical Charting Victory Lap
Aksel Kibar, CMT, founder of Tech Charts Research & Education Services, has espoused the power of classical chart patterns in all of his Real Vision appearances. In this episode, Kibar returns to pound this drum once more and examine how a few of these patterns have played out since his earlier interviews. He also highlights a handful of new opportunities poised to break out from multiyear classical chart patterns. Filmed on January 13, 2020 in Varna, Bulgaria.
INK Videos Jan 13, 2020
Will Kelt Exploration insiders be smiling on St. Patrick’s Day?
Kelt Exploration (KEL) insiders were buying around the stock's all-time low last August. The stock has pulled back in January along with crude. The CEO has seen this move as a buying opportunity.
Real Vision Jan 13, 2020
Decarbonization: The Divestment Death Cycle
Rob West, founder of Thunder Said Energy – an energy consulting firm, understands that the total decarbonization of the energy industry will be fueled by political attitudes around the world over the next few decades. However, West argues that proponents of ESG investing fail to understand that this transition will involve massive investment in fossil fuels and cooperation with villainized oil majors. He explains his framework for total decarbonization of the energy industry by 2050, and highlights the new technologies and investment vehicles that will be necessary to drive the transition. Filmed on October 18, 2019 in New York.