Archive for April 7th, 2008
Rotating Tech Chairs: bull or bear sign?
7 April 2008The first storyline this am regarded the departure of Genuity Capital’s top-ranked Tech Analyst, David Hodgson. Having worked for Dundee, Orion Securities and Genuity all in the space of the past five years, it’s reported (by Andy Willis) that Dave is heading off to join us happy folks somewhere on the buyside. Genuity [...]
CIBC Research fretting about Sandvine
7 April 2008Given their Roman Candle-like existence, we’ve taken a particular interest in the activities at Sandvine (SVC:TSX). With shrinking guidance (see prior post “Sandvine gets taken out and shot” March 7-08), shareholders can only hope that the beating will stop soon. Somebody bought over 1 million shares the other day, so perhaps that’s a [...]