Thursday, November 13, 2008

Capital Series Australia

The Capital Series Australia is deceitful. The cost is the yield which they don't even mention. Depending on the future yield that is a 17-31% cost! and that's just one of many bad points.

Read more here Analysis of Capital Series Australia from Commonwealth Bank | Fusion Investing Musings

Buy STW or another index instead, if you want to keep it simple.

Sunday, November 02, 2008

Biota Pipeline - Part 4 BTA.AX Analysis

down at around cash is an even better price. BTA looks good to me as I continue to dig deeper. Biota's pipeline looks good.

Some questions about management over on hot copper and an issue at the AGM.
There are a lot of possible catalysts and risks, but risk/reward profile looks good.
A cash flow positive first half is among one of many possible catalysts which include a good quarter for Relenza, no reported problems on LANI, good LANI results, HRV and RSV results. The reverse are all risks. It's biotech some will fail.

Saturday, November 01, 2008

It's Never different this time

Cycles are a key to investing. Fusion Investing commentary on cycles that is worth reading.