Acquisitions

To Buy Well, Apply Classic Considerations, Not Passing Fashions

To Buy Well, Apply Classic Considerations, Not Passing Fashions

News that Kate Spade is potentially up for sale should trigger some interest; http://business.financialpost.com/news/retail-marketing/kate-spade-co-shares-jump-the-most-in-more-than-five-years-on-report-company-may-sell-itself   Brick & Mortar enterprises remain relevant, especially in fashion. Kate Spade may be more successful if not a solo act, but as part of Coach, Michael Kors, PVH, VF Corp, etc. Who might be interested in buying, and why? Those [...]

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BB’s Bold Days Over, Private Days Begin

BB’s Bold Days Over, Private Days Begin

Was interviewed by CTV News the evening of Sept 21st on Blackberry’s fate. Time to take a look back. The ‘crackberry’ was a groundbreaker launched by Waterloo-based Research In Motion in 1999. The amazing ingenuity lasted nearly forever, in ‘tech years’. 14 years of success in the fast-shifting tech world is worth saluting. Especially for a small [...]

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M & A Frenzy Continues in Retail

M & A Frenzy Continues in Retail

Expect the Retail Merger & Acquisition binge to continue. In the past weeks, Sobeys bought Safeway Canada; Kroger bought Harris Teeter, and today Loblaws bought Shopper Drug Mart for $12 B. In theory, that puts in play London Drugs, Jean Coutu & Katz (Rexall, Pharmaplus) for Metro or Sobeys to buy. Also: Menards, Shopko & Canadian [...]

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Net Benefit to Nebulous Takeover Rules

Net Benefit to Nebulous Takeover Rules

No envying the Canadian Federal government on pressure to clearly define what constitutes a ‘net benefit’ to Canada in foreign takeovers. First of all, what’s a Canadian firm, anyhow? Most big firms are owned globally, list shares globally, have offices in many countries, subcontract work out to many countries. Mining & energy firms fit that [...]

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Find Treasure Where Others See Dirt

Find Treasure Where Others See Dirt

Two medium-sized Canadian firms are finding success in areas others thought unappealing: Danby of Guelph: a family-run company for generations, Danby has recently shifted more to the ultra-small appliances. The lower price points and different merchandising demands meant that Danby’s Large Appliance competitors thought these market segments unappealing,  unprofitable. Danby entered anyhow, and is now [...]

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Google News: A Flight Delay for Expedia & Travelocity?

Google News: A Flight Delay for Expedia & Travelocity?

Recently I wrote that Google had acquired Frommers, predicting it would lead to a ‘service enhancement race’ in online travel-booking. You know the players: Bottom-end Travel booking: Priceline.com. Hotwire.com Midscale Travel Booking: Expedia, Travelocity Upscale/B2B Travel Management: Carson Wagonlit, American Express Travel, etc Specialists: Hotels.com, Bookings.com Travel  Tour Expertise: Michelin, Lonely Planet, Rick Steeves, Frommers [...]

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Tech Enterprise Giants Go Sideways for Growth

Tech Enterprise Giants Go Sideways for Growth

Investing in social media yet? Ouch! Bet that hurts whether zynga, facebook or even Google, those shares haven’t exactly been soaring. That traces in part to their inability to wring more revenue & profit from their visitors, more than their ability to attract visitors & keep’em. That share value trend is in contrast to that [...]

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Would U Like Fruit With That?

Would U Like Fruit With That?

Apple is firming up its relationship with twitter, even as we hear more about a tighter Google-facebook alliance. It’s an Apple strength to get way ahead of the curve; they’re betting that 140 characters is the attention span limit of future generations; I’m not sure that I blame them for that call. But…. there are [...]

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Maple Group Gets a Due Dose of Entrepreneurial Attitude

Maple Group Gets a Due Dose of Entrepreneurial Attitude

Oh to have been a fly on the wall when Maple Group- the firm vying for the TSX & other Canuck stock exchanges- got an earful from the BC Securities Commission. The BCSC cheekily demanded that Maple’s decision making teams must have some minimum number of people who have a small business background (that’s something [...]

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CTV’s Jen Ward Asks the Hard Questions on RIM

CTV’s Jen Ward Asks the Hard Questions on RIM

Black Days for Blackberry. Here’s Jennifer Ward asking the tough questions: Of the many smart questions she asked, the most sage is: Will Consumers Wait (until 2013)? As a Blackberry user myself, I doubt that many of us will wait that long. There are just too many advantages to having an iphone or Android device [...]

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