Catch the Wind’s Vindicator has billion dollar blockbuster potential.

The Fusion Investing Portfolio just bought 60,000 shares in Biota Holding Ltd (ASX:BTA). Due to the near term risks associated with GSK announcing Relenza sales on 22 July and Daiichi Sankyo announcing LANI results within weeks the fund is buying a half position.

The Fusion Fund has applied for a full $15k allocation to the ANZ share purchase plan.
I will write more about this later, but if anyone still wants to apply you have a little under one hour to get to 380 Bourke St, Melbourne with your application and cheque. Make sure you have it in a letter with a stamp, as theat is the GPO Box location and you’ll be posting it over the counter.
More later on as I relay the trials and tribuations of how I made $1875 in an …

Ultra Funds should only be used for short term investments, measured in days. Due to volatility these funds do not return the expected two times performance over longer periods.

I got up very early today so I could shuffle some deck chairs around on the Titanic, otherwise known as my portfolio. FWIW which is zero, I sold half of my largest position

The Fusion Investment Portfolio will sell QQQQ at US market close today and buy the Australian market at open via the ETF STW.AX.

The Portfolio is currently outperforming the ASX200 by 17.1%.

I have just bought Suntech in a personal account and Fusion Portfolio will buy 3000 shares at the same price of $9.96. Earnings are out in two days on Thursday, my preview is here. I had butterflies in my stomach when placing the order and realise that current investor and sentiment will pound STP if they have a substantial miss or negative guidance. This investment has a 1-3year horizon, a short term investment for me.
Opportunity provided by a J.P. Morgan analyst who wrote in a note to clients. “As a …

The Fusion Portfolio is making the following trade at today’s close of US markets, Monday 28th October.
Selling the portfolio’s entire position in SPY, 2000 shares.
Buying 4,000 ULPIX, Ultra Bull Fund.
Due to the continuing strength of the US dollar the portfolio will record only a small loss of around 5% on the SPY position. This compares to the almost 17% drop of the SPY and 14% fall on STW.AX, the Australian S&P ASX200 index.
I will be writing a full portfolio update at the end of the month and will include my …

I believe Monday October 6 at 2.45pm (US market time) could mark a significant market bottom. Whether it is the market bottom remains to be seen, but certainly a tradable bottom was more than likely put in.
As I have mentioned before the signal I have been waiting for is a watershed of fear. The volatility index (VIX) spiked to an all time high yesterday, hitting 58.24.

Fusion Investing Portfolio
Consequently the Fusion Fund is investing heavily. The fund currently has 69% cash, $681k. The fund bought the following:

NASDAQ Index via …

I don’t have time for a write-up now; however, this is a heads up that STP has once again fallen to bargain basement prices. The Fusion Investing Portfolio plans to buy 2,000 shares on Friday 3 October.
You can check my previous articles on Suntech here.
The good: PEG of 0.53, forward P/E of 11.66, dominant low cost solar provider, good margins and return on equity, excellent R&D.
The bad: High debt, earnings not translating to cash flow due to investments in growth.
Just bought 1,000 at 32.50, not the low I was after …