Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

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 [...]

Earnings Season Update - Capitalism Rears Its Bruised, Pretty Head (GS, JPM, INTC, UFPI)

I have to say that I’m pleasantly surprised by many of the results we’re seeing in week 2 of this vital earnings season. So far 67% of the 43 companies in the S&P 500 that have reported have beaten estimates.
As I have been spending some time collating earnings results to get a feel for the [...]

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 [...]

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 [...]

Welcome Back to the Land of the Viable, IMAX

Ever since I saw the first preview for the Transformers movie sequel months ago, I was running an over/under in my mind for how low the Metacritic score would be…50? No, that would be way too high.  This movie was pure drivel. I settled in on 40, figuring that the USA Today or TV Guide [...]

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Bret Barakett's Tremblant Capital Group Files 13G On IMAX (market folly, 8/25/09)
Avatar Drives IMAX Stock (Top Gun Financial Planning, 1/11/10)
IMAX (Samurai Trader, 12/30/09)
Read more on Imax at Wikinvest

Micron Technology - Earnings Report and Investing Thesis (MU)

This post is a follow up on my earlier promise to provide a thesis for adding a small Micron position to the Secular Trends Portfolio. With Fiscal Q3 earnings out today as well, I’ll also prep for that and give a modest report after hearing the conference call.
Many readers have been wondering, quite bluntly, “Why [...]

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Interesting Dividend and Investing Sites to Consider (Dividend Growth Investor, 1/16/10)
Who is Irving Kahn and Why Should We Listen to Him? (Dividends Value, 4/21/09)
Three Key Ratios For Investors (Buying Value, 2/26/10)
Read more on Micron Technology, How To Invest at Wikinvest

Trims & Trades for Secular Trends Portfolio

The Secular Trends Portfolio has enjoyed a quiet (0% turnover) first quarter, and now sits with about 20% of outperformance over our benchmark S&P 500. Internally, the portfolio has seen widely divergent returns within the individual holdings, causing the weightings to “get off the rails” from where I’d like them to be.
As such, I am [...]

More on this topic (What's this?)
S&P Dividend Aristocrats under performing S&P 500 in 1Q 2009 (Dividend Growth Investor, 4/2/09)
Using DRIPs for faster compounding of dividends (Dividend Growth Investor, 3/25/09)
Ticker Of The Week: S&P 500 (GSPC) (Contrarian Profits, 3/30/09)
Read more on S&P 500 (SPX), Petrobras, NVIDIA at Wikinvest
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