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 20, 2022
A reunion with hard assets: INK preview Jan 20 2022
As investors reunite with precious metals, it seems fitting to highlight South America focused Reunion Gold (RGD.V) where mining veteran David Fennell has been buying.
Real Vision Jan 20, 2022
The Dealmaker Who's Creating the Future
Aryeh is one of the best-connected and most successful dealmakers in the technology and media industries. He has the ear of literally everyone, and they come to him to learn about digital disruption, new business models, and new growth opportunities. His unique vantage point gives him keen insight on where the world is going as well as valuable perspective on the megatrends driving the Exponential Age, from Web 3.0 to the Metaverse, from education to the future of media. It’s rare to get a glimpse inside the biggest deal rooms and hear the thoughts of corporations and startups that will entirely change the future landscape. Today, Raoul gives you a chance to peek behind the curtain. Recorded on January 12, 2022.
INK Videos Jan 19, 2022
VersaBank Believers: INK preview Jan 19 2022
Investors have been shunning growth stocks, and that may be providing VersaBank (VB) stock with some headwinds. But are investors overlooking some potential positive catalysts at the Canadian online banking pioneer?
Jan 19, 2022
The Metaverse: What Creates Digital Property Value?
SuperWorld is expanding the Metaverse. In SuperWorld, users can buy digital plots of land which correspond to actual locations on Earth. In this interview, Hrish Lotlikar, co-founder and CEO of SuperWorld, and Nick Halaris, president of Metros Capital, explore concepts surrounding digital estate. The number of new projects which fit under the metaverse umbrella seems to be growing by the day. However, as Halaris points out, there seems to be a lack of quality when these projects are compared to Web 2.0. Lotlikar, formerly in the digital production and gaming industry in Los Angeles, is working to merge the metaverse with the real world. Halaris and Lotlikar explore the details of SuperWorld as well as broader ideas related to digital ownership. What exactly do I own? How can I monetize my digital plots of land? Tune in for a fascinating discussion from two digital real estate pioneers. Recorded on January 11, 2022.
Real Vision Jan 19, 2022
It Can Pay Today To Remember Yesterday's Excesses
What can the past tell us about present markets, speculation, and the inflation and collapse of bubbles? The NFT craze and the prices people are paying for nothing more than mere JPEGs surely raise cries of excess. “Right now, there are a lot of questionable areas,” notes Jamie Catherwood, an expert on financial history. “But, over the long term, in 20 years, it will be like the dot-com bubble. A lot of companies were wiped out. But there are some massive companies that are still thriving today. From the ashes a couple phoenixes will arise.” Invoking Mark Twain, Alfonso Peccatiello, author of the Macro Compass newsletter, asks Catherwood, founder of Investor Amnesia and an associate at O’Shaughnessy Asset Management, if history rhymes and whether we’re in the midst of multiple manias. Catherwood offers a guided tour of the 19th century, a time when financial bubbles proliferated and “bucket shops” – glorified gambling parlors – thrived on Wall Street. Tune in for Catherwood’s response to Peccatiello’s Twain-esque question about how the past can inform investor decisions about the present. Recorded on January 13, 2022.
Real Vision Jan 18, 2022
Yields Surge to Pre-Pandemic Levels as Investors Anticipate Fed Action
Bond yields rose across the curve Tuesday and stocks sank, as investors began to price in the potential impact of as many as four Federal Reserve rate hikes in 2022. The U.S. 10-year yield jumped to 1.865%, the highest it’s been since January 2020, and the German 10-year bund moved to within one basis point of turning positive for the first time since 2019. U.S. equity indexes were off nearly 2%, while European stocks fell about 1%. The CBOE Volatility Index (known as the “fear gauge”) surged as much as 20% intraday. Meanwhile, Brent and West Texas Intermediate crude prices continued to rise on strengthening global demand and tightening tensions in the Middle East. Still, all eyes are on the Federal Reserve. Alfonso Peccatiello of The Macro Compass welcomes back Nordea Markets Global Rates Strategist Andreas Steno Larsen for a European perspective on what's driving markets today. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3fD6xhw
INK Videos Jan 18, 2022
INK preview Jan 18 2022 Dreary days for alternative medicine stocks
For speculators who are contrarians looking for opportunity, over the past month our INK Edge rankings for cannabis and psychedelic stocks have been discouraging. But could there now be a glimmer of sun?
Real Vision Jan 18, 2022
Back to the Land: Investing in Farms as a High-Yield Inflation Hedge
With equities on uncertain footing, can America’s farmland offer an unorthodox yet high-yield alternative to bonds and gold as an inflation hedge? AcreTrader founder and CEO Carter Malloy thinks that it can. In a fascinating interview with Maggie Lake, Arkansas-based Malloy lays out the argument for diversifying your portfolio by investing in agricultural land, which AcreTrader claims has a 11% average annual return. AcreTrader, he explains, is an online portal for investors that combines a data analytics-fueled approach to identifying suitable properties with word-of-mouth and community-based interface with farmers. Malloy also says that AcreTrader provides investment and support for sustainable agriculture practices. Recorded on January 13, 2022.
INK Videos Jan 17, 2022
INK preview Jan 17, 2022: Tesla gives Talon Metals a charge
Nickel prices and related mining stocks got a boost last week on the back of some big news featuring EV giant Tesla and a little-known miner focused on Minnesota.
Jan 17, 2022
Providing Universal Privacy: What is the HOPR Protocol?
Privacy is a topic that can be somewhat confusing within crypto. While Bitcoin can be transacted anonymously, its ledger is public, and privacy is not guaranteed. This system has its benefits, but it’s not the best for storing or transporting sensitive information at the individual or corporate level. Sebastian Bürgel, founder of HOPR, is bolstering one of the core founding pillars of crypto, using blockchain to preserve anonymity. He and his team at HOPR are aiming to implement a blockchain solution that keeps the importance of privacy at the forefront. The use cases in the privacy-blockchain realm are numerous and continue to grow. Bürgel, as a founder and programmer himself, gives viewers a technologist’s insights into a rich and growing field. Interviewed by Ash Bennington on January 10, 2022.
Real Vision Jan 14, 2022
Opportunity in Uncertainty: Where Raoul Pal's Looking as Inflation Weighs on Consumers
U.S. retail sales fell in December as surging prices hit consumer spending. Raoul Pal discusses what opportunities are available for investors in an environment of rising inflation and why he is looking at the carbon trade. He also provides his view on Bitcoin, Ethereum and how to understand the macro environment. You don’t want to miss Raoul’s take on how we should be thinking amid the uncertainty. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3I2PBgs
INK Videos Jan 14, 2022
INK preview Jan 14 2022: Is the Fed driving investors back to gold miners?
Gold miners have gained some ground in our Top 40 list this month. This morning. we look at a junior miner that sneaked into the list at the number 40 spot.