Industry & Services >> Sector Roundtables >> July 7, 2003
ROBERT PEETS joined Golden Capital Securities in June 2000 as the Small
and Micro Cap Research Analyst covering a wide range of industries
including high-tech, pharmaceuticals, industrial products and
financials. Prior to joining Golden Capital, he was a Portfolio Manager
for a national private client investment management firm. He received
his MBA from the Ivey Business School at the University of Western
Ontario and holds the Chartered Financial Analyst designation. Profile
GARY BAKER, CFA, has spent the past three years as Head of Technology
Research at Raymond James Ltd. Prior to joining Raymond James, he spent
two years as an Equity Analyst at SunLife of Canada and 10 years as a
Portfolio Manager at Corporate Investment Associates and RT Capital
Management. He has a Bachelor of Engineering degree and an MBA from the
University of Toronto. Profile
BYRON BERRY covers e-business software and IT solution providers at
National Bank financial. He brings more than 10 years of active
technology and investment experience to NBF. Prior to NBF, he was
President of Thinksmith Corp., a successful software company he co-
founded in 1999. From 1995 to 2000, he was Canada's leading Digital
Media Infrastructure research analyst, working at Yorkton Securities.
From 1993 to 1995 he worked at Scotia Capital, where he worked on
technology, telecommunications, and utilities among other sectors. Prior
to equity research, he oversaw the $35 billion Asian Development Bank
loan portfolio on behalf of Canada while at the Department of Finance in
Ottawa, and had management responsibility for the 1993 defense budget.
He also worked on Parliament Hill as a national defense intern, advising
Parliament on defense and public policy issues. He is a Chartered
Financial Analyst and holds an MA (1991, Carleton) and BA (1988, UBC),
both in Political Science and International Relations. Profile
TWST: Gary, what has gone on over the first six months of this year inthe Canadian technology area from a market point of view?
Mr. Baker: We have obviously had a fairly robust recovery in