News, Views & Purviews

Archive for January 31st, 2008

Saavas, keep your chin up!

31 January 2008

I see that our friend, Eric Rosenfeld, has put out a release advising that his fund Crescendo Partners has tripped the 10% ownership threshold at Dalsa (DSA:TSX). Welcome to the world of activist investing, Dr. Chamberlain.
As a potential takeover target someday (see prior post “Takeovers to come“, April 15-07), Mr. Rosenfeld may be right [...]

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Race-based schools

31 January 2008

News items:
Toronto board votes 11-9 [to create an Africentric school] after meeting filled with passionate pleas and dire warnings
- and -
The day after trustees voted to establish what is being called the country’s first Africentric alternative school – expected to open in September 2009 – Gerry Connelly said if a lot of parents want [...]

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Canaccord on Intrinsyc’s big Samsung win

31 January 2008

This is excerpted from Canaccord Capital’s Morning Coffee note regarding Fund II portfolio co. Intrinsyc Software (ICS:TSX):
Intrinsyc Software (ICS : TSX : $1.15), Net Change: 0.21, % Change: 22.34%, Volume: 3,825,880
In 1999, throwing down the name Samsung would have been worth 3-4 bucks easy…Intrinsyc announced that Samsung Semiconductor System LSI Division has signed a licensing [...]

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