Archive for November 26th, 2009
Clarus Securities looks at Copenhagen impact on clean tech stocks
26 November 2009I’ve got to hand it to the research team at Clarus Securities. They’ve ruminated on the upcoming Copenhagen Climate Agreement meetings and have found a bunch of angles of relevance to public market securities in the broad Clean Tech space:
Copenhagen Climate Agreement Likely to Be Delayed into Next Year
The next few weeks are likely [...]
Versant Partners on MKS Q2
26 November 2009If you are looking for a Canadian software story with growing earnings and a 6% plus dividend yield (which was just increased by the company), here’s a summary research note on Wellington Financial Fund I portfolio co. MKS Inc., published by Versant Partners yesterday:
EVENT
MKS released Q2/F10 results (October quarter) yesterday.
BOTTOM LINE
While the enterprise software market [...]
Commuters big winners as City/TPA clear the decks and make peace
26 November 2009Fixing Toronto – Part Four
At the risk of boring you with more nitty gritty on how things work in the rough and tumble world of politics and the Toronto waterfront, I have very good news for a change.
After 12 weeks of constructive dialogue, the City of Toronto (read the Mayor’s office, key Councillors [...]