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Articles in the Watchlist Category

Analysis, Watchlist »

[12 Mar 2009 | 2 Comments | ]
Telstra Looks Like a Strong Buy

While it is way to early to be calling a bottom in anything I find Telstra very attractive at current prices. The current yield is around 8.9% and held within a Self Managed Super Fund that translates to over a 10% yield.

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[10 Jan 2009 | No Comment | ]

I’m adding Intuitive Surgical, Inc. (ISRG) to the Fusion Watchlist.
PEG of 1 for a great growth company in the medical appliances industry is a bargain.
I was desperate to buy ISRG during 2006. For many months I sold puts between $90 and $115, with the shares always closing above the strike I had to be content with the premiums.

In summary – ISRG sell the best surgical robot. Great adoption rate set to continue with possible hiccup in 2009 due to stressed hospital budgets. ISRG is a razor and a blade company, …

Watchlist »

[7 Jan 2009 | No Comment | ]

These 2009 Foolish Picks are worth a quick check.

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

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, Investing Insights, Watchlist »

[16 Oct 2008 | No Comment | ]
Intel Corporation (INTC)

Intel is a cyclical growth company. As such it should be bought at a discount to the S&P500. The good news is Intel currently trade at a discount with a ttm P/E of 12.46 and INTC is close to all time low valuations.

Analysis, Watchlist »

[7 Aug 2008 | No Comment | ]

Would you rather a cat scratch your bum or a hamster hang off your face?
That was the insightful answer my five year daughter provided when I asked the women of the household their opinion on Bare Escentuals, Inc. (BARE). Once the laughter died down my partner gave this less amusing, but clearer response for those who can’t interpret the thought patterns of a five year.
Makeup is a tough market to crack. It is both:

Oversupplied and
Dominated by companies with massive marketing budgets.

Can BARE prosper?

Makeup is prone to fads. BARE is a …

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[15 Jul 2008 | No Comment | ]

Peter Lynch extolled the virtues of looking around you for investing ideas. One Up On Wall St and Beating The Street and rightly investing classics. A new investor could do no better than turn to their pages for direction.
If you’re investing then no doubt you regularly use Nasdaq products.
Nasdaq, NDAQ, is on sale. Just like tonnes of other stocks! It is a fundamental strong buy with excellent risk to return profile.
But look at this chart. Poowee! It’s stinking it up.

Still, a lot of great stocks have lousy charts now. That …