Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Amgen Shares Spike 15% as “Dmab” Lives up to its Promise (AMGN)

Shares of Amgen (Nasdaq: AMGN) are soaring today following the news that a Phase III trial of the company’s Denosumab drug for osteoporosis showed superior effects in treating adverse bone reactions in patients with advanced forms of breast cancer.
In the trial summary data released after Tuesday’s close, “Dmab” went head-to-head with the existing treatment option, [...]

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Surprise Volatility – The Option Sellers Worst Nightmare (Fusion Investing and Analysis, 7/8/09)
Amgen on the Hot Tamale Train (Fusion Investing and Analysis, 7/28/09)
Novartis Sees Profits In Alcon… Why You Should Too (Investment U, 1/12/10)
Read more on Amgen, Novartis AG at Wikinvest

A New Healthcare Strategy - Branded Pharma Out, Diagnostics, Generics In

“When you lose, Don’t lose the lesson” - The Dalai Lama

For the better part of 5 months I’ve been kicking myself over not dumping Pfizer (PFE) from the Secular Trends Portfolio the day they announced the Wyeth merger. The second I heard about the deal I honestly thought the TV announcer had made a mistake; [...]

Exiting Schering Plough, Looking at Going Global

In line with yesterday’s post on some pending changes to the Secular Trends Model Portfolio, I am blowing out the remaining 1850 shares of Schering-Plough in the model. SGP has really just been a floater since the announcement of Merck’s buyout in early March, which initially valued Schering shares at $23.60 in cash and stock.
Since [...]

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Merck Stokes M&A Fires with $41.1 Billion Bid for Schering-Plough (Money Morning, 3/9/09)
MRNA (All Allan, 2/23/10)
SEC Probes Trading in Schering (absolutideas, 5/1/09)
Read more on Schering-Plough, Merck at Wikinvest

Amgen Reminds Us of Its Biotech Bloodlines; Analyst Day Notes (AMGN)

Amgen (AMGN) is one of the founding fathers of biopharma, but after showing its age in recent years with slowing drug sales and swirling safety concerns, share valuations have fallen dramatically from the high-20’s level Amgen once commanded.
We haven’t treated this company like a biotech in a long time, but Amgen is actually trading up [...]

Amgen Answering the $30 Billion Riddle…Lean Towards Biotech (AMGN)

Amgen was a rare earnings bright spot yesterday, and was sporting a much more biotech look than we’ve seen from the company in some time. As Amgen handily beat top and bottom-line expectations, investors are left to decide if this company trading for 11x current year estimates deserves a multiple expansion that would put it [...]

A Hungry Blind Man at the Buffet

These are the days that make investors - and economists - and analysts - try to pull their hair out. I suppose some succeed. It’s not that we can’t handle down days; our skin is impervious to them now. But a day like today is rife with contradiction, uncertainty, changing rules, and low rates of [...]

The LAST ramping trades for Portfolio - BBT, SWY, PFE

Well, this is it. I am officially done with the ramping process after these last three trades.
I can’t quite fathom the odds of trying to get this venture off the ground smack in the middle of the worst crisis of my lifetime.
What will be, will be. I will grow with it, and hopefully this portfolio [...]

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BB&T Corporation (BBT) Stock Dividend Analysis (Dividend Growth Investor, 10/15/08)
Dividend Stocks in the news (Dividend Growth Investor, 12/22/08)
Stock Analysis: BB&T Corporation (BBT) (Dividends Value, 6/23/08)
Read more on BB&T, Pfizer, Safeway at Wikinvest
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