RE:RE:RE:More James Telfser from Yesterday
Yes, Donville was recommending CSU way back when it was trading at around $80 a share. It's now over $2,000 a share. Enghouse was also a huge win. Same with Paladin Labs which was bought out for about $2.7B.
Barr also has had a number of successes in his Pender Small Cap Opportunities mutual fund. He typically looks for companies he feels will be taken out at a handsome premium, and he has pulled this off on a number of occasions, though I doubt STC will be bought out - Wignall strikes me as a guy who wants to compete in the space rather than sell, but who knows for sure....?