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Articles in the Featured Category

Featured, Watchlist »

[2 Jan 2009 | No Comment | ]
Apparel and Retail Watchlist

While Australian retailers are reporting excellent holiday sales most US retailers continue to struggle. Amazon is an exception, reporting best sales ever

Commentary, Featured, Review »

[1 Jan 2009 | No Comment | ]
Fusion 101: An example

There are many ways to learn something. The two most utilised are experiential and theoretical, doing it and reading about it.

Commentary, Featured, Philosophy »

[30 Dec 2008 | No Comment | ]
Fusion 101: Know yourself

Make Time to Think About Yourself. The first thing new investors should do is think about themselves and their personality.

Analysis, Featured »

[27 Dec 2008 | No Comment | ]
Quality Systems Inc. (QSII) Makes Room

QSII in the money calls sold. A close eye on ISRG to swap cash into.

Featured »

[15 Dec 2008 | No Comment | ]
Telstra out of National Broadband Network

Telstra announced today that the government has shut them out of the national broadband network tender process. Investor panicked and sold Telstra down $0.480 (11.62%) to $3.65, it’s lowest price in over two years.

Featured, Watchlist »

[20 Nov 2008 | No Comment | ]
CompuCredit Corp. (CCRT) Insider Buying

I’m adding CCRT to my watch list. This old Foolish favourite now languishing in the dog house, is starting to hit technical signals.

Analysis, Featured »

[17 Nov 2008 | No Comment | ]
Shorting Suntech

The shorts have got out ahead of Suntech’s Q3 earnings announcement, firing up the rumour mills with some wild rumours. Let’s take a quick look at the three main claims.

Analysis, Featured, Investing Insights »

[13 Nov 2008 | 9 Comments | ]
Thumbs down on Capital Series Australia

Commonwealth bank call their new Capital Series Australia a new dimension in structured investments. They are having a laugh. Investors should avoid this product like the plague.

Analysis, Featured »

[6 Nov 2008 | No Comment | ]
Homebuilders - Time to Buy?

Homebuilders are selling below book and the US is in a recession. Is now the time to start buying? If we are anywhere near the bottom in housing then homebuilders are looking attractive.

Featured, Review »

[1 Nov 2008 | One Comment | ]
Margin of Safety Seth Klarman

I’ve still got plenty more to learn from Klarman, though I will never follow his exact path. I’d be disappointed if I’d shelled out a grand for Margin of Safety. Klarman would call the trading of his book at Amazon “trading sardines”.