News, Views & Purviews

Archive for January 22nd, 2008

Deloitte’s 2008 Canadian Tech – Media – Telecom trends

22 January 2008

Our friends at Deloitte, John Ruffolo, Duncan Stewart, et al put the following out earlier today. Duncan was on BNN TV around midday, and there was no sighting of Simon, fortunately. Here it is in great detail, in case you haven’t seen it elsewhere:
2008 Canadian TMT Predictions
Canadians continue to benefit from technological advances [...]

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Safe haven in gold, says Paradigm Research

22 January 2008

If you can’t handle watching Apple (AAPL:NASDAQ) drop from US$210 to US$145 in the space of a couple of weeks, the mining research team at Paradigm has some defensive ideas for you to think about:
“·We expect gold’s asset backing to shine amid market uncertainty. We re-iterate our $1100/oz one year target.
·Renewed focus on gold equities [...]

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Just sit tight – unless you’ve got the chance to raise capital

22 January 2008

A former investment banking colleague had a line for weeks like this. “It’s like trying to catch a falling knife.” He sweated every down day. And still does. It was as though he personally felt guilty if the global markets were down, and his institutional sales clients were seeing red across their [...]

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