Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Costco Breaking Out on its Fifth Attempt (COST)

Everyone’s favorite home for 5 lb. cracker bags, 50 rolls of TP, and grab-bag inventory, Costco is finally breaking through the $50 level that has plagued shares since the beginning of the March rally. On no less than 5 separate occasions, shares of this low-beta name have pushed strongly from the $46 level towards $50, [...]

More on this topic (What's this?)
A trip to Costco (The Mess That Greenspan Made, 8/28/09)
Bookkeeping: Short Costco (COST) (Fund my Mutual Fund, 9/8/09)
Retailers Get No Help from Consumers (Investment U, 7/9/09)
Read more on Costco Wholesale at Wikinvest

Musings on Petrobras, Economic Recovery (PBR)

There’s little to do when one is wrong but admit, find a lesson, and move on. In that spirit, my decision to trim the majority of the Petrobras (PBR) position in the Secular Trends Portfolio was ill-timed, to say the least. I was concerned about several straight weeks of rising crude inventories, and I didn’t [...]

Trimming Petrobras, Caterpillar in Secular Trends Portfolio (PBR, CAT)

There hasn’t been a lot of activity here for a couple of weeks, the unfortunate result of other obligations and my ongoing intent to put in 5-6 hours of good reading and research time for every hour spent writing up my conclusions. But hey, if it’s not broke; The Secular Trends Portfolio continues it’s alpha [...]