Home 2008 August

I [don’t] want my Bold part 2

Time for a trip to the confessional. I gave in and got one (see prior post “I [don’t] want my Bold” August 22-08). You know, that shiny new Bold that Rogers and RIM (RIM:TSX, RIMM:Q) made {sparsely} available to Toronto-based retail outlets at 5:45 p.m. on Friday last week – four days after the official

 
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The laws of ultimate reality

Published on August 28, 2008 by in General

My friend “Howard” from Vancouver sent this to me, but I don’t know its pedigree beyong that: THE LAWS OF ULTIMATE REALITY: Law of Mechanical Repair – After your hands become coated with grease, your nose will begin to itch and you’ll have to pee. Law of Gravity – Any tool, when dropped, will roll

 
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CPPIB U.S.A. general partner Q1 2008 performance numbers

On Monday we published the Q1 results for the ever-diminishing number of Canadian GPs (”CPPIB Canadian general partner Q1 2008 performance numbers“, August 25-08) that can still count the $127.7 billion CPP Investment Board as a limited partner. Here are the U.S. results, as of March 31, 2008. The one thing that will jump out

 
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Who is the “Canadian Institutional Investors Group”?

We get these calls from time to time, and they aren’t on behalf of corporate governance experts. The intro is usually the same: “Hello, would you be interested in meeting many of North America’s largest institutional investors and family offices (aka “LPs”)? We are holding a summit / conference / session at [Resort X]“. The

 
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MTI enjoys nice win with Embraer

Published on August 25, 2008 by in Portfolio

Given the long lead times in the aircraft production industry, one always has to know what you’ll be doing a few years from now if you want to prosper in that game. Thanks to Embraer, Wellington Financial Fund III portfolio co. MTI Global (MTI:TSX) now knows that it’ll be busy producing $20 million of business

 
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