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- BCE Takeover: An Opportunity for Opportunism at Teachers?
- Mark McQueen Wellington Financial submits: One of the reasons why OTPPB [Ontario Teachers Pension Plan, or ”Teachers”] won the BCE LBO auction in the spring of 2007 was due to the toehold they held going into the bidding. With 50,802,638 common shares (6.3% of the outstanding) in hand, Teachers...
- External links 2008-10-17
- Canadian Fund Managers Climbing Back In
- Mark McQueen Wellington Financial submits: I don’t count myself as a believer in the theory that the economy is already recovering, but I may well be wrong. If you read the tea leaves this week, many equity portfolio managers are acting as though the worst is behind us…or at...
- External links 2009-05-08
- BCE Coping Well During Difficult Recession
- Mark McQueen Wellington Financial submits: Those folks at BCE Inc. BCE have been busy since it was decided that they’d stay a public company. Buying Virgin Mobile, the retail chain The Source, and who knows what else. Here is a quick snapshot from the talented Peter Rhamey at BMO...
- External links 2009-05-09
- All Sorts of Bad Things Happening to Timminco
- Mark McQueen Wellington Financial submits: Analysts are hitting the sell button on Timminco as they are discovering that portfolio manager Ravi Sood may well have been right when he said last year that it was his view that the company’s solar technology was “virtually worthless” (see prior post “Some...
- External links 2009-05-15
- How Kindle Will Kill the Book Star
- Mark McQueen Wellington Financial submits: Amazon’s AMZN Kindle will do to book authors what the internet has done to newspaper journalists-- and I don’t mean this in a good way-- by broadening the reach and influence of the writer. It’ll only serve to reduce their numbers as digital economics...
- External links 2009-05-16
- Much Ado About Nothing: TD Employees Suspended for Gushing with Clients
- Mark McQueen Wellington Financial submits: Traders gossip with clients? Send in the Feds! The Globe’s story about the suspension of four [[TD]] Securities employees will send a shiver down the spines of thousands of brokerage firm staffers. To think that discussing a “market rumor” with a client...
- External links 2009-06-04
- Steve Jobs' Return: What Does It Mean for Apple and RIM Stock?
- Mark McQueen Wellington Financial submits: If Apple AAPL CEO Steve Jobs is coming back to work shortly, what does that mean for the stock? Inquiring minds will want to know, before the market opens. Can only be good, right?!?! by Mark McQueen
- External links 2009-06-05
- More Positives on Research in Motion
- Mark McQueen Wellington Financial submits: It’s not all about hockey in Waterloo, as this Research In Motion RIMM quarterly preview note from the research team at Genuity Capital Markets will attest: Near-term momentum is strong; Increasing estimates – We are increasing our estimates for RIM’s May and...
- External links 2009-06-11
- AIG IPO: How to Do Due Diligence?
- Mark McQueen Wellington Financial submits: It’s the due diligence that matters. And the bona fides of the seller. Those are two key determining items in any initial public offering. The thing about offering the public shares in AIG is this: Who will do the due diligence, and who will...
- External links 2009-06-26
- TMX Group Looking Up: Blackmont Capital
- Mark McQueen Wellington Financial submits: I think the message can be this: whether it be good times or bad times, stocks still have to trade. Which seems to bode good things for the TMX Group (TMXGF.PK) according to a research report from the Equity Analysts at Blackmont Capital: ...
- External links 2009-06-29
- The Goldman Quarter: A Harbinger for Canadian Banks
- Mark McQueen Wellington Financial submits: According to the NYT, the trading desk at Goldman Sachs GS has been on fire during the past quarter. Rumors of a US$2 billion profit for fiscal Q2, which ended on June 30th, sets the market up for a nice increase over the US$1.66...
- External links 2009-07-14
- Feds Leave CIT Clients Hanging
- Mark McQueen Wellington Financial submits: According to this morning’s New York Times, lender CIT Group CIT will not be granted access to the FDIC’s debt issuance guarantee program. This takes me by surprise, as the murmurs coming out of Washington according to CNBC following the weekend’s WSJ piece suggested...
- External links 2009-07-17
- Why Ericsson's Nortel Deal Won't Happen
- Mark McQueen Wellington Financial submits: It’ll be a few weeks, maybe even months, before every last word is said on the topic of Ericsson’s ERIC bid for Nortel’s LTE and CDMA business. But I’ve had an epiphany; the deal isn’t going to happen. For the same reason that ATK...
- External links 2009-07-29
- Ericsson Hiring Nortel People: What Do They Know That We Don't?
- Mark McQueen Wellington Financial submits: Some HR coaches will tell you that if you start doing a job, eventually someone will just give it to you. That must be what Ericsson was thinking when it offered jobs to 680 Nortel employees yesterday, even though its US$1.13 billion...
- External links 2009-09-12
- It's Hard to Be Sirius
- Mark McQueen Wellington Financial submits: Perhaps satellite radio just isn’t targeted at me. I had the chance to spend three hours driving a car, solo, with the dulcet tones of Sirius to help me along. It was my first opportunity to see what all the fuss was...
- External links 2009-09-21
- Remember Mark-to-Market?
- Mark McQueen Wellington Financial submits: It could be a new name of a sauce made by President’s Choice, but the raft of blow-out U.S. bank earnings last week justifiably turns the mind to “Memories of mark-to-market”. How long ago was it that our accounting Lords decided that M-T-M was...
- External links 2009-10-18
- Bridgewater Plays It Smart
- Mark McQueen Wellington Financial submits: In a tradition that began with Spar Aerospace circa 1997, Bridgewater Systems (BDWRF.PK) is the latest Canadian public company to agree to a negotiated settlement with Eric Rosenfeld, Chief Chanter at activist hedge fund Crescendo Partners (aka The Crooner©). In the Bridgewater case, Crescendo...
- External links 2009-05-01
- Goldman: Ignoring the Lessons of History?
- Mark McQueen Wellington Financial submits: In October 1929, the Goldman Sachs Trading Corporation was on its last legs, having suffered from the investment trusts’ holdings in other similar NYSE trusts and from using whatever cash it had left to buy huge blocks of its own shares in a hopeless...
- External links 2009-04-14
- Paying the AIG Bonuses - The Alternative Is Worse
- Mark McQueen Wellington Financial submits: As the Union-sponsored buses toured homes of various [[AIG]] executives Friday, I was sitting in a small North York TV studio waiting, staring at a camera lens, waiting for a couple of Fox News anchors to come out of their interview break and pepper...
- External links 2009-03-22
- BCE Inc.'s LBO Banks: Where's the Common Sense?
- Mark McQueen Wellington Financial submits: News item: OMERS to cut hostile takeover bid for Teranet (TNTIF.PK) by 6.8%. Bloomberg There you have it. The Teranet Board couldn’t find a better offer than the original C$11 bid by OMERS, so they turned around and recommended what had previously...
- External links 2008-10-29
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