Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Don’t Fear the Reaper; Economic Indicators May Be DOA

With the majority of 3rd quarter earnings now in the public domain, equity markets continue to live in a world severely lacking in quality information. Our re-test of market lows late last week is evidence enough that we’re not sure the economy will rebound at all in 2009. We’re hearing of curtailed production and lowered [...]

More on this topic (What's this?)
The Essential Eight: The Only Economic Indicators Investors Need to Know (Money Morning, 2/23/10)
WHAT CHINESE MALLS TELL US ABOUT THE ECONOMIC REALITY (THE PRAGMATIC CAPITALIST, 2/22/10)
Bloggers Tell It Like It Is (Financial Armageddon, 2/2/10)
Read more on U.S. Economic Cycles at Wikinvest

Daily Catalysts Report - AIG, GM, SBUX, WSM

This post is about four stocks in the news today, each with a different tale of woe to tell.
On our left, we have insurance giant AIG, recently made the 80% property of the U.S. government, and an auto maker in GM that is seeking $75 billion from said government…just without the nationalization.
And on the retail [...]

New Home Sales Data Belies Continued Weakness; Don’t Be Fooled

Several media outlets are presenting today’s new home sales data as a positive, as September sales rose to an adjusted annualized rate of 464k, and 2.7% from August levels. But besides being unreliable (the rise was primarily based on a downward adjustment to the Aug. numbers), new home sales - when adjusted for population growth [...]

More on this topic (What's this?)
New home sales reach new record lows (The Mess That Greenspan Made, 2/24/10)
New home sales back to near all-time lows (The Mess That Greenspan Made, 1/27/10)
New Home Sales Plunge 11% In January (Phil’s Stock World - Members S..., 2/24/10)
Read more on New Home Sales at Wikinvest