These three stocks have become attractive bets as insiders shift their bets in resources
Insiders in the Canadian market are signaling a shift towards resource stocks, particularly in oil and gas. The recent rebalancing of the INK Canadian Insider Index reflects this trend, with increased allocations in the basic materials sector. Three newcomers to the index, including Bonterra Energy Corp. and ADF Group Inc., highlight the growing enthusiasm for resource investments.
- ▪The INK Canadian Insider Index saw a significant increase in oil and gas names during its spring rebalancing.
- ▪Bonterra Energy Corp. is a Calgary-based light oil producer with strong production and cash flow expectations.
- ▪ADF Group Inc. is a steel fabricator benefiting from increased industrial infrastructure spending.
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ShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountAn important shift is occurring in terms of how insiders are signalling opportunity in the Canadian market. At the close on May 15, we implemented the spring rebalancing of the INK Canadian Insider Index, which saw a significant increase in oil and gas constituent names and a reduction in its exposure to mining stocks. When the index changes this much, it may be picking up a notable shift in the investing environment.In the November, 2025, rebalancing, the basic materials sector jumped to a 34 per cent allocation from 22 per cent as insiders signalled that both precious and industrial-metals miners were offering above-average opportunity. The index subsequently rallied 39.6 per cent between that Nov.
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