ISIS: Technical Analysis Case Study
on Nov 15, 2009 in Technical Analysis Tutorials This is a follow up to my post, “ISIS Pharmaceuticals breaches long term support.” As many of you may know, posts from this blog are often (though not always) syndicated on SeekingAlpha.com. In the case of my previous post on ISIS, I caug...

Arbitrage Opportunities in the Public Market
on Nov 10, 2009 in Stock Strategies Tutorials In my previous post on the Allied-Ares merger arbitrage opportunity, I introduced a topic which I realized I’ve never quite talked about here on The Curious Investor. As I intend this blog for both beginning investors and seasoned investors ali...

Ares Allied Merger Arb Opportunity
on Nov 4, 2009 in Curious Investments Stock Analysis In my prior post, “Allied Capital Goes from Value Trap to Deep Value,” I made the point that the Ares/Allied acquisition created a potentially interesting merger arbitrage opportunity. As astutely pointed out by commenter BeauZeau at Seek...

Are Apple bulls exhausted?
on Oct 29, 2009 in Curious Investments Market Commentary I’ve written extensively about Apple this past year. And, not without reason. Investing in the stock has been a very fun ride ($89 – $200 in a little over 6 months). The Company whether it be delighting users with new products or frustrat...

ALD from value trap to deep value
on Oct 28, 2009 in Curious Investments Market Commentary For those that follow this blog, I once wrote about an asset class known as business development companies, particularly middle-market lending BDCs. These businesses typically concentrate on investing through the financing of middle-market private eq...

Technical analysis is not clairvoyance
on Oct 22, 2009 in Technical Analysis Tutorials Been meaning to write this post for a while, but it seems that my patience has paid off as I have even more chart evidence to work with. And, that is the main point of this post. Technical analysis is not a means for predicting the future. That may s...

Weekend Recap – October 18, 2009
on Oct 18, 2009 in Weekend Diversions Weekend Recap Ah, this weekly update thing is difficult to keep up. I’ve been keeping track of interesting articles, but I just don’t seem to find the time to post them. I’ve got a mish mash for you all tonight. Get reading! Before we begin, I wa...

The right approach to UMPC market
on Oct 15, 2009 in Curious Investments Market Commentary I wrote a little while back about the rumored Apple Tablet.  At the time I talked about my desire for a product which would truly legitimize the netbook/UMPC category. Apple has done a terrific job differentiating its computing offerings. The major...

Isis Pharmaceuticals breaches longterm support
on Oct 5, 2009 in Curious Investments Stock Analysis I highlighted Isis Pharmaceuticals a few weeks ago believing that a sell-off causing a price decline from $19 to $16/share was a prime opportunity to buy a potential high-growth business. It seems, however, that my proclamation may not have been en...

Weekend Recap – October 4, 2009
on Oct 4, 2009 in Weekend Diversions Weekend Recap Seems the bull market rally we’ve seen since March is beginning to shudder and stall. It’s becoming more and more difficult to find can’t miss opportunities and, at least for me, the focus has become the preservation of capital and...