1 16 Some more discussion here: Manulife: Scared or Hungry? http://seekingalpha.com/a/3qea $MFC $$ Thu Nov 19 02:51:34 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 5846452366 20266665 web MFC ... otherwise it just doesn't feel right. $MFC Thu Nov 19 02:43:23 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 5846243243 20266665 web MFC As a buyer in the first $MFC offering, I hope they're pre-funding a heavily accretive M&A deal with this one... http://bit.ly/2u468N Thu Nov 19 02:42:52 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 5846229541 20266665 web MFC Algonquin buys NB/Maine Hydro assets from Integrys $TEG, looks like price is $40 million... http://bit.ly/3FWjQV $$ Wed Nov 11 22:16:28 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 5631070487 20266665 web TEG Toromont commences "bear hug" bid for Enerflex; 8% toehold; 18% lock-ups from two institutional shareholders http://bit.ly/4wox7M $$ Sat Oct 17 01:11:40 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 4931423397 20266665 web A go friendly bump for Canadian Hydro Developers http://bit.ly/YtLnn $KHD $TA Mon Oct 05 14:17:40 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 4628736543 20266665 web KHD TA Banker comp: actually, people have been trying these models for at least a decade. There is only one solution: skin in the game. $$ Sat Sep 19 02:59:43 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 4094676792 20266665 web Canadian bank stocks basically back to pre-crash levels http://bit.ly/10On7G $BNS Fri Sep 18 16:08:38 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 4081759256 20266665 web BNS The press cheerleading over the $MFC dividend cut last week was a bit OTT, but as a shareholder I look forward to the upside from here. Mon Aug 10 19:18:39 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 3230422230 20266665 web MFC RT @mickwe RT @infoarbitrage: Gordon Crovitz's WSJ Op-ed on derivatives and disclosure... A must read...http://bit.ly/119WhI $$ Tue May 19 13:57:05 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 1847325112 20266665 web More on $TRIN - 10x less liquidity than $TRI and therefore more volatile. Hence the discount. Actual rights are slightly better though. Tue May 05 22:27:41 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 1710724871 20266665 web TRI TRIN Does anyone have any thoughts on investing in Thomson Reuters via $$TRI vs $$TRIN? $$TRIN currently trades at about 9% discount. Tue May 05 16:23:48 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 1707440563 20266665 web TRI TRIN Signs of returning normalcy in the market? DIP lenders resurfacing, new issue bond market demand, hot IPOs... $$ Thu Apr 16 17:53:44 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 1535406152 20266665 web Goldman repaying TARP money: problem that the best on the street are not comfortable partnering with US govt (even when terms are good) $GS Wed Apr 15 00:23:48 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 1521202247 20266665 web GS Suncor position on ownership restrictions post Petro Can - should not be an issue b/c feds have hammer with Inv Cda in any event. $SU Mon Mar 23 21:29:39 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 1377965882 20266665 web SU The value of boutiques: Check out Greenhill $GHL. A stock that has not gone down this year. Trading above IPO http://tinyurl.com/df22wq Thu Mar 19 16:17:45 +0000 2009 BrentWMPA http://a1.twimg.com/profile_images/90190928/brent-walker_normal.jpg 1355150878 20266665 web GHL