Archive for November 26th, 2007
Westwind research on Nightingale Q2
26 November 2007This research note was put out by the equity research team at Westwind Partners:
“Q2 Revenues Ahead; U.S. Traction Improving
Insight or Development:
NGH reported Q2/F08 revenues of $7 MM, just ahead of our estimate of $6.5 MM, and improving EBITDA margins.
Traction in the U.S. is improving, while Ontario should ramp next year.
Analysis:
On Monday, NGH [...]
An Alternative Investment Strategy
26 November 2007Over the last year I’ve had a number of dealings with Rogers as a business customer (Blackberry and cell phone) and as a consumer (cable and internet). And boy, what a frustrating experience that has been. Most of the dealings have been around service (getting my Blackberry set up here @ Wellington, adding the golf [...]
Genuity research: “time has come for online video”
26 November 2007Here is the exec summary and the conclusion of a great research piece put out by Genuity Capital Markets earlier today:
“Online video: Its time has come
Exec Summary
• Last week, we attended an industry conference in San Francisco entitled NewTeeVee Live, which brought together content creators, distributors, carriers, hardware vendors, along with VC players to discuss [...]