Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

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 [...]

Monday Morning Coffee & Preview - Earnings Upside Continues (IBM, CAT, LVS)

The weak dollar trade is back on today, as the USD is down against most major currencies. This has pushed gold, copper, and other hard commodities up to or near their highest levels of the month. Days like this are generally good for the Secular Trends Portfolio, and in early morning trade the model has [...]

The Week Ahead, July 13th Edition; Thoughts, Rants, & Expectations (GS)

While earnings season is officially underway, investors have been bypassing the earnings appetizers and awaiting  the main course, which begins serving this week.
Alcoa is the standard torch-bearer, but it’s not a bellwether for much more than aluminum prices these days. (you can read my earlier notes on Alcoa at the end of this post on [...]

Mid-Day Market Report - July 10, 2009

Today’s overall market continues to look weak, as the S&P 500 struggles to maintain a key medium-term range of 860-880. The heat map below shows that most sectors are weak with the exception of some selected tech names:(extreme hat tip to FINVIZ.com for their great software)

Chevron issued a profit warning today, while GM is apparently [...]

More on this topic (What's this?)
General Motors (GM) bankruptcy trade (Dividend Growth Investor, 6/1/09)
Taking Bets on Hummer’s Buyer (Investment U, 6/2/09)
Hitch A Ride With Ford On The Path To Profits (Investment U, 3/10/10)
Read more on General Motors at Wikinvest

ISM Services Report Hints at Mixed Bag of Sentiment; (AA)

I suppose every analyst has their favorite economic indicators, whether due to the specific sectors they follow or their slant towards bottoms-up or top-down analysis. To the latter, I try to as much of both as my resources allow, and to the former, I am a big fan of the ISM services report. (you can [...]

More on this topic (What's this?)
The Essential Eight: The Only Economic Indicators Investors Need to Know (Money Morning, 2/23/10)
"A Tale of Two Depressions" (naked capitalism, 6/5/09)
WHAT CHINESE MALLS TELL US ABOUT THE ECONOMIC REALITY (THE PRAGMATIC CAPITALIST, 2/22/10)
Read more on U.S. Economic Cycles at Wikinvest

Mid-Week Brain Purge - Healthcare, Cheap(er) Windows 7, Behavioral Finance Links

First off is a good think piece on several of the many issues we face with regards to healthcare reform; it’s a few days old but has lost no relevance (From WSJ.com): The Myth of Prevention
Next up is the first of two links to articles with a behavioral finance bent (I’m a nut for the [...]

Current Stock Sector Weightings on the S&P, Secular Trends Portfolio

This morning there’s going to be some big changes to the Secular Trends Portfolio; as stated earlier there’s far too much cash sitting around. There are several themes that deserve representation, and a few sectors where the level of underweight (compared to the S&P 500) is more than I care to hang my hat on.
The [...]

More on this topic (What's this?)
Largest Stock Buybacks for first quarter of 2009 (Dividend Growth Investor, 6/24/09)
BEWARE THE DOUBLE TOP (THE PRAGMATIC CAPITALIST, 3/13/10)
ROSENBERG: THE MARKET LOOKS TOPPY (THE PRAGMATIC CAPITALIST, 3/3/10)
Read more on S&P 500 (SPX) at Wikinvest
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