Thomas Barnard
Special situations, deep value, long/short equity, growth

Acquisition Target: CounterPath Corp.

Acquisition Target: CounterPath Corp.

In my last piece Ben Bernanke Owns This Bubble, Baby, I posited that the best place to look for real gains was among stocks that might be acquired. CounterPath (NASDAQ:CPAH) was designed to be acquired, if not from inception, certainly since the takeover by Terry Matthews in 2007, although it may do fine on its own, another desirable feature.

The problem with investing in development companies is that it takes a long time for the new technology to be adopted. That was the case when I invested in DSL technology, which took ordinary telephone landlines and turned them into super digital technology, capable of transmitting another altogether higher magnitude of information. We waited...

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