Curious Investments
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 »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 [...]
read more »Microsoft-Yahoo: Long term merger arbitrage?
The market (and internet) is buzzing with talk of the Yahoo!-Microsoft search deal. The deals are pretty simple and somewhat more beneficial than the deal which AOL signed with Google a few years back. Basically, Microsoft will power Yahoo’s search and Yahoo will become the ad platform across both search properties. Yahoo is granting Microsoft [...]
read more »International Destinations for your Portfolio
Intel’s forecast, today, highlighting their belief that Asian consumers would drive the economic rebound got me thinking. Could international stocks recover quicker and grow faster than domestic U.S. stocks over the next few years? To get a better grasp, I’ve decided to compare the performance of various international ETFs and take a better look. In [...]
read more »Sound off: Sears Holdings
Apologies for the lag between posts. I decided to take a little summer vacation. Moreover, I’ve been at a bit of a loss for interesting stock picks of late and the market itself seems to have entered a bit of a (relative) lull. We all seem to be holding our breaths waiting for an inevitable [...]
read more »Sears Holdings as a REIT
My most recent post on mall REITs (SPG in particular) got me thinking about Sears Holdings, a company that I disparaged a few weeks ago in a post called, “Unsuccessful Profits.” More particularly, my chart on REIT valuation based on square footage owned made me wonder. Aas you can tell, price per square foot data [...]
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