Do Canadian Tech Stocks Deserve a “Takeover Premium”?

Siemens Canada's offer for Ruggedcom was a premium of 142% to the closing price of RuggedCom shares on December 16, 2011, which was the last trading day before shunned suitor Belden expressed interest. Belden finally landed a Canadian tech, Miranda, at $17 a share, which was a 64 % premium to that stock's closing price of $10.39 on June 4th.

As we have talked about several times here at Cantech Letter, the defining story of recent months in Canadian tech is the buyouts of many of our best and brightest firms. The Branham Group reported that last year, forty-five Canadian tech firms were acquired by foreign buyers. Many notable TSX listed companies, including Zarlink, Bridgewater, [...]

MOSAID, Cantech Letter’s 2011 Canadian Tech Stock of the Year

John Lindgren, President and CEO of MOSAID, Cantech Letter's 2011 Canadian Tech Stock of the Year.

We have a winner. A panel of five judges; Tom Liston, Director of Research for Versant Partners, Barry Richards, Managing Director of Research for Paradigm Capital, Tom Astle, Managing Director, Research Technology for Byron Capital, Byron Berry, Equity Research Strategist Byron Capital, Ron Shuttleworth, Technology Analyst, M Partners and the readers of Cantech Letter have [...]

M Partners: 2012 Should End Well For Canadian Tech Stocks

Transgaming CEO Vikas Gupta. M Partners Ron Shuttleworth believes the company could benefit from the convergence of cloud-based technologies into the living room.

This week’s IPO of Zynga (NASD:ZNGA), the San Francisco-based creator of social network games like Farmville, reminds us that 2011 was the year tech regained at least a bit of its decade-lost swagger. Zynga, of course, followed the high-profile IPO’s of Linkedin (NASD:LNKD), Groupon (NASD:GRPN), Pandora (NASD:P) and, presumably, preceded the mother of all modern [...]

Terry Matthews: Nortel is Gone, Here’s How we Get Over It

terrymatthewsCATA

Quick, think of a Canadian technology company with annual revenues of more than a billion dollars. OK, you said Research in Motion, right? But what about a second, a third? The truth is the number of Canadian tech companies with more than a billion in revenue is woefully slim. This worries Canadian tech legend Terry [...]

Who’s Hot? The Top Performing TSX Tech Stocks for week of June 13th-17th, 2011

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Wondering who’s hot? Cantech Letter breaks down the The Top Performing TSX Techs for week of June 13th-17th, 2011. The list includes any stock listed on the TSX technology, cleantech and life sciences indices with a minimum share price of $.50 cents as of June 10th, 2011. 1. Noveko International Inc. (TSX:EKO) +39.7% Shares of [...]

Bridgewater sale to Amdocs a minor success for billionaire Terry Matthews

Ottawa tech legend Terry Matthews, who sold his Newbridge Networks to Alcatel for $7 billion, is no stranger to the big deal.

As last year’s Ryder Cup, which was plagued by torrential downpours and had to be finished on a Monday for the first time in its eight year history, Terry Matthews proved his perseverance can produce success against even the most difficult of conditions. Matthews, the Ottawa tech legend who was the first billionaire in the [...]

5 Hot Tech Trends for 2011 (And the Canadian Stocks that Could Benefit)

What will the future of technology hold for the year 3000..er..2011?

The editors of Cantech Letter don’t have access to a time machine. And, as far as we know neither do the editors of Computerworld, The Gartner Group, CNET, or Duncan Stewart from Deloitte and Touche, who just hosted that company’s 10th annual “Predictions” event on a cross Canada tour. We do, however, put some faith [...]

Why Investors Should Look at TSX/V Small Cap Tech

Ron Shuttleworth talks about Canadian mobile telecom infrastructure plays Sandvine, Redknee and Bridgewater. Click the picture to view the BNN interview.

Why Investors Should Look at TSX/V Small Cap Tech by Ron Shuttleworth Canadian publically listed small cap tech companies have, as a group, outperformed the S&P TSX Index over the past year. Even still, The Small Cap Tech Group is trading at a historic discount to the S&P TSX Index based on P/E multiples over [...]

Canada’s top Wireless Stocks of 2009

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While the CRTC’s recent reversal on GlobalLive brought a little excitement to the Canadian wireless sector, many believe Canada is seriously lagging in real consumer choice and competition. Perhaps part of the proof is that most of the companies on this list service the international, not domestic market. We look at the Top 10 performing Canadian wireless stocks in 2009.

How did Sir Terry Matthews become a billionaire?

TMpaint

It could be argued that the first billionaire in the history of Wales is also Canada’s only living tech legend. But how did Terry Matthews reach such lofty heights? More importantly, why isn’t he in the lawnmower business anymore? All is explained in our “Timeline: Sir Terry Matthews”.