Archive for February, 2012
Estupendo Venezuela!
29 February 2012Lovin’ Venezuela right now!
BNN’s Kim Parlee has teased me on and off for months about my two Venezuelan bond holdings. I imagine her concern was that there would always be an event, just around the corner, that would upset the applecart: another revolution, Chavez passing, the 2011 Arab Spring reaching the shores of South [...]
Mark McQueen co-hosts BNN
24 February 2012For those of you who missed it yesterday at 3pm, Mark McQueen was back as a regular guest co-host on the Business News Network’s “Business Day” with Andrew Bell. They discussed BelAir Networks, who was recently announced they will be acquired by Ericsson in the first part of 2012. Also discussed was QLT’s fourth quarter [...]
Belair / Ericsson deal a wake-up call for every Institutional Sales Desk
22 February 2012The story of BelAir Networks is instructive on so many levels. We take pride in the outcome given our 2007-era $5.5 million financing, of course, but as with every good exit in our world, CEO Bernard Herscovich and his management team, the BelAir staff and VCs deserve all of the credit.
But the BelAir story [...]
Real Matters named one of Canada’s 50 Best Managed Companies
22 February 2012Congrats to Jason Smith and Team at Wellington Portfolio Company, Real Matters for being named as one of Canada’s Best Managed Private Companies for 2011. Being recognized for this prestigious award is another validation of the great things being accomplished at Real Matters and the world class company being built in our own backyard in [...]
Almost US$20M over a four week stretch
21 February 2012It’s more than just warm in California.
Things have been quiet on the blog front, and I can’t even blame a lack of content. Dr. Roger Martin has provided grist for at least two blog opportunities all on his own.
What I can report on is a couple of recently closed new transactions in [...]