Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Happy Holidays as We Approach 2009

First, let me apologize for the brief cobwebs here at Epiphany Investing. This “one pilot, one plane” project requires a developer, a writer, and one helluva of a stock analyst. And as it should be, maintaining the latter remains the primary concern.
I’m still trying to balance the writing with the reading, but for the past [...]

Solar Stocks Rebounding Again Today; Is it Time Yet?

I love the idea of solar, but I just don’t see it being the right time to invest. Solar stocks are still just reverse proxies for the price of oil, and until that changes it’s best to just keep up on research and wait.

Federal Reserve Fires Last Bullet - Historic Day for Monetary Policy

We’ve had more than a fair helping of Fed letdowns lately, so today’s announcement was just all the more impressive and historic. Even PIMCO’s Mohamed El-Erian could only say “wow” at the language and posturing made inside today’s FOMC statement.
In an unprecedented move, the benchmark fed funds rate was set to a “range” of 0% [...]

NVIDIA Standing Tall in Semiconductor Purgatory (NVDA)

There’s been no shortage of news and activity surrounding NVDA lately. On one hand, the graphics chipmaker has been getting some love in the form of CNBC plugs and the occasional “hey check these guys out” mention. The increased name-dropping is warranted considering that shares have staged a rather sustained (by today’s terms) and impressive [...]

More on this topic (What's this?)
Nasdaq briefly - 2 Nov (Short-Term Trading, 11/2/08)
NVDA: Look Ahead to January 2009 Quarterly Results (Gauging Corporate Financial Reports, 12/25/08)
NVDA: Financial Analysis through October 2008 (Updated) (Gauging Corporate Financial Reports, 12/3/08)
Read more on NVIDIA at Wikinvest

Secular Trends Update 12/12 - Welcome New Readers

Hello and welcome to all the new readers who subscribed to the feed this week. As a note to all, I’ve made some changes to the layout of the Portfolio Page, which had about as much performance value as the Flintstones car. I have to self-noodle a lot of the development work here, so please [...]

Goldman’s Reversal on Commodities in 2009 Caps a Bipolar Year; Caterpillar Cut to Sell (CAT)

Goldman has gone from from permabull (remember the $200 oil “super-spike” call from May?) to permabear in less than one year’s time. Earlier this year the call was for an average spot price for crude between $110-$120 through 2011; today the 2009 average spot was pegged at $45. In conjunction, Goldman is slashing estimates for [...]

More on this topic (What's this?)
Focus on Goldman Sachs Group, Inc. (GS) (Short-Term Trading, 3/14/10)
The optimum growth portfolio for 2010 (Real Wealth - Global Wealth Report, 2/3/10)
Caterpillar Inc. (NYSE: CAT): Q4 Earnings Preview 2009 (Stock Wizard, 1/21/10)
Read more on Caterpillar, Commodities, Goldman Sachs Group at Wikinvest

Is a Consensus Forming Around Las Vegas Sands’ Sustainability? (LVS)

Today we officially pass the one month mark since Las Vegas Sands announced their utterly dilutive stock and warrant offering in an attempt to stave off bankruptcy. Considering the size of the deal and the audacity associated with bypassing the shareholders’ ability to have a say in the matter, investors should be pleased to see [...]

More on this topic (What's this?)
Cover Your Shorts on Lav Vegas Sands (LVS) and Take 20-some Percent Profits (Contrarian Profits, 11/21/08)
Short Las Vegas Sands (LVS) For 20-30% Gains By Christmas (Contrarian Profits, 11/17/08)
Las Vegas Sands puts the brakes on Macau (China and Asia Stock Alert - Glo..., 11/11/08)
Read more on Las Vegas Sands at Wikinvest
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