In the December 2009 quarterly newsletter we examine Whitehaven Coal and explain why it has been added to the portfolio. We also take a detailed look at Impedimed as well as small scale renewable energy. We also analyse Governments and Debts and explore the implications for the economy at large.
In the September 2009 Quarterly Newsletter, we examine the fallout from the GFC and take a look at the road to recovery. We also distinguish between a share price and a business, take a detailed look at Sirtex Medical, and conclude our investigation on Governments – ‘Perfecting the Art of Stealing’.
In the June 2009 Quarterly Newsletter we take a look at the issue of earnings dilution, examine Pharmaxis and assess REA Group. We also look into the Australian Government and its debt.
In the March 2009 Quarterly Newsletter we take a look at the ‘Perfect’ Business, and observe the economy taking a trip down memory lane. We also analyse WorleyParsons and the implications of Government Intervention.