Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

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 [...]

Current Stock Sector Weightings on the S&P, Secular Trends Portfolio

This morning there’s going to be some big changes to the Secular Trends Portfolio; as stated earlier there’s far too much cash sitting around. There are several themes that deserve representation, and a few sectors where the level of underweight (compared to the S&P 500) is more than I care to hang my hat on.
The [...]

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

Re-Allocations Within Secular Trends Portfolio - Adding to ERTS, Trimming SGP Position

I’ll create an additional post discussing the move, but for now I just want to get the timestamp in.
The following trades are occurring in the Secular Trends Portfolio:
Adding 1500 shares ERTS at $16.22;
Selling 1300 shares SGP at $16.10, and booking a profit of about 15% on the position.
Details to come…
Ryan Barnes

U.S. Stock Markets Strike Fresh Lows; Cooler Heads Stand Up?

All the major indexes sit at fresh multi-year lows Wednesday, as the crosscurrents of a seemingly endless wave of negative news has uncertainty levels (as measured by the VIX) one push away from new all-time highs.
The Secular Trends Portfolio has given back all the alpha that seemed so well-earned just two weeks ago on Election [...]

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