Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Costco Breaking Out on its Fifth Attempt (COST)

Everyone’s favorite home for 5 lb. cracker bags, 50 rolls of TP, and grab-bag inventory, Costco is finally breaking through the $50 level that has plagued shares since the beginning of the March rally. On no less than 5 separate occasions, shares of this low-beta name have pushed strongly from the $46 level towards $50, [...]

More on this topic (What's this?)
A trip to Costco (The Mess That Greenspan Made, 8/28/09)
Bookkeeping: Short Costco (COST) (Fund my Mutual Fund, 9/8/09)
Retailers Get No Help from Consumers (Investment U, 7/9/09)
Read more on Costco Wholesale at Wikinvest

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 [...]

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 [...]

Secular Trends Portfolio Update - July 15th - Strong Outperformance Continues

As I’ve contended from the beginning of the Secular Trends Model, this has probably been the most challenging time in history to invest based on long term trends. Hardly a day goes by that I don’t hear a new media outlet ask the question (or state outright) that “buy and hold investing is dead”.
Well, 9 [...]

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

Additions to Secular Trends Portfolio - Check Point Software, IBM Stake Increased (CHKP, IBM)

Following the recent sales of Pfizer (PFE), Schering (SGP), and Freeport (FCX) in the Secular Trends Portfolio (the links will take you to my coverage of all 3), the cash position in the Secular Trends Model has shot up to 15%. This is far too high for an all-equity model, and I’ve been openly adamant [...]

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, [...]

More on this topic (What's this?)
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
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