Archive for October, 2007
Goldman was the trade of the year
31 October 2007Most of us were hunkered down during those bleak summer days. The days when the TSX dropped 500 points one day before lunch.
You might not have noticed that Goldman Sachs (GS:NYSE) fell from US$210 to about US$160 at that time. As a new shareholder with a cost base of US$222 or so, I [...]
Windsor Star coverage of Richard Scott’s Q-school week
31 October 2007If you have an interest in Canadian golf, Richard Scott will be trying to get through the first round of the PGA’s qualifying school this week in Texas. Here is the coverage from the Windsor Star. Richard won his last tournament (“Richard Scott earns first pro golf victory“, October 21-07) on the strength [...]
NAVCS part 2
31 October 2007One of the highlights of yesterday’s North American Venture Capital Summit in Quebec City was a virtual global economic tour, provided by none other than CDP CEO Henri Paul Rousseau. I had never seen him in action before, and I was struck both by his sense of humour as well as his readiness to [...]
Paradigm research makes smart call on Webtech Wireless
30 October 2007I’m not an equity research analyst, but I do know when I see a good report. Here is something from Barry Richards at Paradigm that the shareholders of Webtech Wireless (WEW:TSX) should be asking themselves:
“How Can This Company be Worth $180m?
• Last night, Webtech reported Q4 results with revenues of $3.8m and a loss [...]
NAVCS
30 October 2007If one needed any proof how organized the Quebec venture capital crowd is, today’s North American Venture Capital Summit in Quebec City is it. For the 5th consecutive year, when the attraction of conferences is dwindling, there are over two hundred key players from around the world — all placed perfectly to hear about [...]