Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

If Q2 Earnings Continue This Trend, We Can Finally Get Back to Stock-Picking

As second quarter earnings roll on, an amazingly high percentage of companies are soundly beating estimates - over 70% thus far. To the eternal pessimists out there, it’s no real harbinger because estimates were set embarrassingly low. However we’re not just seeing minor beats, but an increasing number of major beats - beating estimates by [...]

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Interesting Dividend and Investing Sites to Consider (Dividend Growth Investor, 1/16/10)
Manipulating earnings (Canadian Business Blog, 2/24/10)
Earnings Reports: 3 Stand-Out Stocks & The Post Earnings Announcement Drift (Investment U, 6/10/09)
Read more on Net Income, How To Invest at Wikinvest

Adding St. Jude Medical to Secular Trends Model; Simply the Best In Class Device Firm (STJ)

In many ways, today’s action of adding St. Jude Medical (STJ) to the Secular Trends Portfolio is the culmination of a multi-year stock crush on my part. I have been following the company since before the wave of product recalls put a big bruise on the cardiac rhythm management (CRM) space as a whole. These [...]

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St. Jude: Unlikely to Keep Flatlining (AB Analytical Services, 10/3/09)
(STJ) St. Jude Medical Receives Trifecta Valve Approval (Stock Blog Hub, 3/4/10)
(STJ) St. Jude Medical Gets Defibrillator Approval (Stock Blog Hub, 2/12/10)
Read more on St. Jude Medical at Wikinvest

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)
(AMGN) Amgen Awaits US Food and Drug Administration Action on Osteoporosis Drug Candidate (Stock Blog Hub, 2/24/10)
Read more on Amgen 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; [...]

Trades for Secular Trends Portfolio - Upping Corning Stake, Adding Beckman Coulter (GLW, BEC)

This post is chiefly for timestamping purposes; I’ll be attaching my notes and thesis statement for Beckman Coulter later in the day. As to Corning, this has been a small weighting in the model thus far, and I’m taking it up to 4.5% with the addition of 900 shares.
See my earlier commentary on the company’s [...]