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 Sep 23, 2019
CEO buys as Galway Metals stock flops on share supply surge
Are investors getting cold feet at the impending prospect of more Galway Metals (GWM) shares becoming free trading? If so, it may offer speculators opportunity as the company seeks to bulk up its resources on its New Brunswick project via more drilling.
Real Vision Sep 23, 2019
European Banks: Value Play or Value Trap?
Is there a case for buying beaten-down European bank stocks? AK explains what’s been going wrong, and examines whether there’s now a case for taking a second look.
Real Vision Sep 23, 2019
Building a Crypto Trading Platform
Michael Moro, CEO of Genesis, an over-the-counter market-maker for cryptocurrencies, explains how he discovered bitcoin, recognized its value, and dove headlong into the industry. . This clip is excerpted from a video published on Real Vision on June 28, 2019 entitled “An Inside Look at Big Money’s Bitcoin Trading.”
INK Videos Sep 20, 2019
The sun is shining on CIBC and Canadian Financials
It is rare to see insider buying at a big Canadian bank, never mind seeing that buying when the stock is rallying. However, that is what INK Research has spotted at CIBC. That is a development that could foreshadow sunnier days ahead for Canadian stocks.
Real Vision Sep 20, 2019
Europe's Lurking Asset Allocation Crisis
Philipp Vorndran, investment strategist at Flossbach Von Storch for a decade and former chief investment strategist at Credit Suisse Asset Management, speaks bluntly about Europe’s money management business and the approach he is taking at his firm to maximize total return for investors. He shares his global perspective in the face of an uncertain outlook for investment in European-based companies. In addition to detailing his firm’s asset allocation strategies, Vorndran also tackles the need for physical gold, and addresses the coming crisis in European pension companies who are universally under-leveraged to equities. Filmed on August 30, 2019 in Cologne, Germany. Learn more about Macro Insiders here: http://www.realvision.com/macro-insiders
Real Vision Sep 20, 2019
Becoming a "Fool on the Hill"
Whitney Tilson, founder and CEO of Empire Financial Research, talks to Ed Harrison about how a few big risks he took early in his career allowed him to grow his fledgling hedge fund. Heeding the advice of Warren Buffet provided him the perspective to identify the opportunities in non-consensus equities through the dotcom bubble. Tilson shares why that perspective helped develop his investment process. This clip is excerpted from a video published on Real Vision on September 13, 2019 entitled “The Endless Hunt for Value.”
Real Vision Sep 19, 2019
How to Build an Investment Thesis
Dave Floyd of Aspen Trading Group is known for his expertise in technical analysis, but in this episode, Floyd explains why technicals alone aren’t enough to build an airtight investment thesis. He highlights the other factors he uses in combination with technical analysis, and breaks down what these indicators are saying for bonds, currencies, and equities. Filmed on September 18, 2019 in Bend, Oregon.
INK Videos Sep 19, 2019
Yangarra Resources insiders buy as investors punish oil patch success
Yangarra Resources has been growing its EPS by over 40% per year for the past 5 years. Yet, investors are lowering the P/E multiple on the stock. However, insiders are responding to this investor punishment by doubling down on their business strategy and buying more shares.
Real Vision Sep 19, 2019
The European Conundrum
Andreas Steno Larsen, joint head of macro strategy at Nordea Markets, sits down with Roger Hirst to discuss the European banking system’s current predicament and the implications of the ECB’s recent announcement of “QE Eternity.” He runs down the risks facing Europe to explain his forecast for what the next five years will look like for the Eurozone. Steno Larsen also shares his thesis regarding whether central banks can stay one step ahead of the markets. Filmed on September 13, 2019 in London.
Real Vision Sep 19, 2019
What the Fed Cut Means for the Treasury Trade
Tony Greer, editor in chief of The Morning Navigator, breaks down the FOMC’s decision to cut interest rates and discusses why he thinks it’s business as usual for markets. In this interview with Alex Rosenberg, Greer walks through the recent spikes in both oil prices and the repo market respectively, highlights the trade war’s impact on the bond market, and reviews where he expects the 10-year Treasury note to head next. Filmed on September 18, 2019.
Real Vision Sep 18, 2019
The Monetary Policy Endgame
Simon White, co-founder of Variant Perception, explains his view that as interest rates approach the zero bound, conventional monetary policy tools do not achieve their intended goals, but instead create deflationary pressures. He argues that in a negative-rate world, the private sector increases savings rates to combat their lack of income - causing an even bigger deflationary push. White believes that conventional monetary policy is nearing its limits, and MMT will unleash a flurry of inflation as politicians take control of policy. Filmed on September 13, 2019 in London. Variant Perception’s whitepaper on MMT can be accessed at this link: https://rvtv.io/2kEGXzQ
INK Videos Sep 18, 2019
Insiders wait for a spark at Luminex Resources
Luminex resources (LR) was spun out of Lumina Gold (LUM) in the summer of 2018. It has three core projects in Ecuador with two farmed out to two different gold majors. Luminex is drilling on the third project and insiders seem to like what they are hitting.