Archive for August, 2009
Safe(r) ways to play biotech
I recently highlighted a small biotech firm, ISIS Pharmaceuticals, as a potential “value” growth play. ISIS took a tumble after earnings despite being just a penny off of estimates. Despite slightly lower than expected earnings, the Company showed a strong cash position, moderate cash burn, and a likelihood that it would be able to at [...]
read more »Weekend Recap – August 16, 2009
First and foremost, I’d like to welcome any new readers who have made their way over from Pinnacle Digest. a Canadian investing community, featuring a lot of really great content including market analysis and other commentary. Pinnacle and The Curious Investor have formed a new link/content sharing partnership and, in honor of the partnership, I’m [...]
read more »Investing in Private Equity through Public Markets
Private equity funds are much maligned for being inaccessible and merely being a vehicle for the rich to get richer. Well, if you can’t beat them, join them! A little known asset class made a few headlines in recent days when two participants – Ares Capital Corp. and Apollo Investment Corp. – filed public offerings [...]
read more »ISIS makes antisense
Since bottoming near the end of 2008, ISIS Pharmaceuticals has been one of the hottest stocks in the first half of 2009. In fact, in just a few short months, the stock has exhibited all the tell tale signs of a powerful, interim trend reversal. More importantly, a look at ISIS’s 3-year weekly chart shows [...]
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