Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

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 [...]

Caterpillar Crushes Estimates, Raises EPS Guidance for 2009 (CAT)

The Secular Trends Portfolio looks to gobble up a few more scraps of alpha today as largest holding Caterpillar (NYSE: CAT) breezed past consensus estimates for $.22 per share in Q2. Net profit (that’s right folks, net) came in at $.60/sh, or $371 million. Ex-out the one-time restructuring costs and Caterpillar posted $.72, so it [...]

The Not-Ready-For-Primetime Stock List

Several readers have asked me what particular stocks are on my radar these days.
The list is actually quite long, but unfortunately it’s chock full of companies that just don’t seem to grasp their own potential. But since I’m currently giving away my best ideas for free, I have no problem presenting a list of my [...]

Goldman’s Reversal on Commodities in 2009 Caps a Bipolar Year; Caterpillar Cut to Sell (CAT)

Goldman has gone from from permabull (remember the $200 oil “super-spike” call from May?) to permabear in less than one year’s time. Earlier this year the call was for an average spot price for crude between $110-$120 through 2011; today the 2009 average spot was pegged at $45. In conjunction, Goldman is slashing estimates for [...]

Obama Speaks, and The Land Grab Has Been Set

I just finished listening to Obama’s press conference announcing the new economic team, and the market seems generally disappointed by the lack of juicy details. We wanted to hear how big the stimulus package would be, and we secretly hoped to hear that capital gains rates would be preserved to expiration.
We didn’t get either, but [...]

Wading Through the CrossCurrents at Dow Chemical (DOW)

In early October I made up a list of 10 Blue Chips that I saw to be unfairly “On the Outs” at the time. The list included market leaders with strong balance sheets and high yields, names like Pfizer (PFE), BP, and Reynolds American (RAI). As I examined the performance of the group since the [...]

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)
Bloggers Tell It Like It Is (Financial Armageddon, 2/2/10)
WHAT CHINESE MALLS TELL US ABOUT THE ECONOMIC REALITY (THE PRAGMATIC CAPITALIST, 2/22/10)
Read more on U.S. Economic Cycles at Wikinvest
keep looking »