Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Corning Drops 2009 Guidance; How Low Can This Go? (GLW)

When glass guru Corning (GLW) reported earnings on October 29th, I noted my trepidation on the lowered sales outlook and the overall health of the global consumer. I also took a hard look at the balance sheet, and noted that:
Pick your metric…A P/E of about 4x current earnings, $19B in assets with a miniscule amount [...]

The Alpha Male of Tech Stocks Reports Earnings - Thoughts on Cisco

Cisco has long been one of the best barometers for corporate spending levels, small business growth, bandwidth growth, and the technology sector as a whole. They also have about a 50/50 split between domestic and international revenues, so their quarterly reports and guidance also ping the international markets quite well.
Boilerplate Numbers
The headline figures for the [...]

More on this topic (What's this?)
Sold CSCO March Naked Puts (My Trader's Journal, 2/2/10)
Adjusted CSCO Mistake and Added KFT Puts (My Trader's Journal, 2/4/10)
The blog is back (Restaurant at the End of the Uni..., 3/2/10)
Read more on Cisco Systems at Wikinvest

Earnings Reports…Rundown on Watchlist (T, VZ, AMZN, BIDU, NITE)

Here’s a brief rundown of what’s been clogging up my computer screen lately. Earnings reports are coming in by the proverbial truckload, and while nobody can read them all I’m trying to get as good a sample of what’s going on out there as possible.
This quarter, more than any in my memory, reading the transcripts [...]