Home Archive for category "DTM – Dead Tree Media"

Fairfax has been swamped by E-L Financial’s quiet, steady, winning gains

There’s nothing like a good headline to draw your attention. Apparently, technology stocks such as Twitter (TWTR:Q) and Facebook (FB:Q) are highly valued, while Blackberry (BB:TSX) is “a good value investment and the firm’s performance will improve over time.” This analysis is offered by Fairfax CEO Prem Watsa, who is long Blackberry and bought hedges

 
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Torstar’s ongoing value trap part 2

I don’t want to sound sensitive, but a couple of the comments on Seeking Alpha regarding my earlier Torstar post (see prior post “Torstar’s ongoing value trap” Mar 30-14) got me thinking. Perhaps there is hidden value in Torstar’s assets, and that I’ve totally missed just how cheap the shares really are. If you don’t

 
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When newspapers reprint newspapers reprinting other newspapers

Am I reading the UK Telegraph or Canada’s Globe and Mail? A Globe journo wrote a piece earlier this week about our man Biebs on his South American tour, and while he gave a clear acknowledgement that The Telegraph reported on the event, the Globe article goes on to reprint, in some cases word for

 
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CPP Investment Board FAQ answer mirrors that of New Plymouth, New Zealand Investment Manager report

Does anyone else care about this stuff? Given all of the excitement around the world these days about the importance of avoiding even the appearance of plagiarism (see representative prior posts “Why is “cut and paste” ever allowed in the newsroom?” Oct. 22-12, “Plagiarism. Imitation. Sloppiness. Sadly, nothing new.” Sept. 25-12, and “Hunger Strike –

 
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Why so uninquisitive about the CPP Investment Board, ROBers?

My pals the Canada’s National Newspaper, the Globe and Mail, had a couple of hours over lunch recently with the Head of our Canada Pension Plan Investment Board. The ultimate report had plenty of juice, but it was such a missed opportunity. Journo Tara Perkins got Mark Wiseman to talk about his favourite meals and

 
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