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 [...]

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 [...]

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 [...]

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 [...]

Exiting Schering Plough, Looking at Going Global

In line with yesterday’s post on some pending changes to the Secular Trends Model Portfolio, I am blowing out the remaining 1850 shares of Schering-Plough in the model. SGP has really just been a floater since the announcement of Merck’s buyout in early March, which initially valued Schering shares at $23.60 in cash and stock.
Since [...]

More on this topic (What's this?)
Merck Stokes M&A Fires with $41.1 Billion Bid for Schering-Plough (Money Morning, 3/9/09)
(MRK) Merck Sees Setback With One of its Pipeline Drugs (Stock Blog Hub, 1/21/10)
Merck and Schering Plough Announce Merger (Navivest Stocks and Options Blog, 3/9/09)
Read more on Schering-Plough, Merck at Wikinvest

Philly Fed News and Musings on Market Timing

Well it seems that I didn’t need to be in any kind of rush to get into Micron. While the Philly Fed report was an improvement, it did not add to any existing market catalysts in a meaningful way. While the diffusion index was barely negative and the best result since Sept. ‘08, the index [...]

More on this topic (What's this?)
Potash Is on the Move (Contrarian Profits, 7/2/09)
Potash Corp. (NYSE: POT): Q4 Earnings Preview 2009 (Stock Wizard, 1/12/10)
Potash (POT) Could be on the Verge of a Breakout (Fund my Mutual Fund, 11/17/09)
Read more on Potash Corporation of Saskatchewan, Micron Technology at Wikinvest

Trimming Freeport-McMoRan (FCX) in Secular Trends Portfolio; Thanks For the Crazy Ride

The next few trading sessions will constitute what is, for me, a rash of trading as I adjust the allocations within the Secular Trends Portfolio. For readers who have been wondering why it’s been so quiet around here, I offer my apologies for not being able to speak with you more frequently.
I took on some [...]

More on this topic (What's this?)
Eating Humble Pie (Gold Versus Paper, 5/5/09)
Freeport-McMoRan Is Off to the Races (Contrarian Profits, 8/6/09)
Sold FCX September 55 Naked Puts (My Trader's Journal, 8/14/09)
Read more on Freeport-McMoRan Copper & Gold at Wikinvest
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