Comments on: Getting to “yes” on BCE

By: MEG55

MEG55 — Thu, 26 Jun 2008 00:37:42 +0000

Why not OTPPB and/or banks start buying shares in the open market right now (quietly)? It has a 12.2% discount as of today.

If they can get 10% of the shares in the market, they will save additional 1.22% on top of the two dividends.

By: Pete Toth

Pete Toth — Wed, 25 Jun 2008 06:29:37 +0000

While on the topic of Hat Tips…

Ci-To…Ci-To…Ci-To…

By: Mark McQueen

Mark McQueen — Tue, 24 Jun 2008 21:25:57 +0000

Thanks for the kind comments.

Duncan – simple ideas are often the best.

Alpha – good idea.

Matt – we don’t mind the DTM lifting stuff so long as there’s a Hat Tip to go along with it.

MRM

By: matt roberts

matt roberts — Tue, 24 Jun 2008 20:58:02 +0000

I agree with Duncan. Mark an amazing post.

Any guesses as to how long until Dead Tree steals it?

By: Alpha

Alpha — Tue, 24 Jun 2008 20:07:24 +0000

I’ll go one further on step three – BCE/Teachers’/Providence should either spin-off or sell their data centres in a specialized trust. Something similar to Digital Reality Trust (DLR-NYSE), in that they manage properties that are technology-specific.

By: Duncan

Duncan — Tue, 24 Jun 2008 16:15:21 +0000

Hi Mark,

I just wanted to say that this is not only the best post you’ve ever written on the Wellington blog, I think it is probably the best (and most thoughtful/useful/reasoned) post I have EVER seen on a financial blog.

Well done — you have provided a service to investors and (if they are smart enough to read it) the participants in the BCE takeover.

Duncan