Archive for June 6th, 2007
Scotia Capital shaves Cognos on CDN$ move
6 June 2007One of our favourite guys, Scotia’s ranked Software & Services research analyst Paul Steep, came out today on the topic of Cognos (CSN:TSX, COGN:NASDAQ) and the rapidly increasing strength of the CDN$ relative to the Yankee buck. We’d suspected that research analysts would begin to make these moves (“Calling all software equity research analysts“, [...]
Henry Kravis might be wrong
6 June 2007Despite the title, I’m a big fan of KKR co-founder Henry Kravis. He is the Julis Caesar of the Private Equity Superstate.
Having had a few days to reflect on the “we aren’t over-levering our deals” proposition put forward by Mr. Kravis last week in Halifax (as reported here “Henry Kravis on the ‘bubble question’” [...]
Winnie Mandela, Snoop Dog and Conrad Black
6 June 2007If Winnie Mandela was barred from Canada (Winnie Mandela and Snoop Dog, June 5-07) as a result of her criminal conviction, does that mean that the Department of Foreign Affairs will prevent the Hon. Conrad Black from entering Canada should he be convicted of fraud in Chicago?
Neither is a Canadian citizen, after all.
How could they [...]
Intrinsyc gets Soleus ODM design win
6 June 2007The efforts of the past several years are starting to pay off at Wellington Financial Fund II portfolio company Intrinsyc Software (ICS:TSX). Just yesterday they announced their 2nd design win for the Soleus software platform. And this time, it was in the sweet spot of the Soelus target market: mobile handsets.
The stock didn’t [...]