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 [...]

A New Healthcare Strategy - Branded Pharma Out, Diagnostics, Generics In

“When you lose, Don’t lose the lesson” - The Dalai Lama

For the better part of 5 months I’ve been kicking myself over not dumping Pfizer (PFE) from the Secular Trends Portfolio the day they announced the Wyeth merger. The second I heard about the deal I honestly thought the TV announcer had made a mistake; [...]

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 [...]

Secular Trends Update 12/12 - Welcome New Readers

Hello and welcome to all the new readers who subscribed to the feed this week. As a note to all, I’ve made some changes to the layout of the Portfolio Page, which had about as much performance value as the Flintstones car. I have to self-noodle a lot of the development work here, so please [...]

Wading Through the CrossCurrents at Dow Chemical (DOW)

In early October I made up a list of 10 Blue Chips that I saw to be unfairly “On the Outs” at the time. The list included market leaders with strong balance sheets and high yields, names like Pfizer (PFE), BP, and Reynolds American (RAI). As I examined the performance of the group since the [...]

More on this topic (What's this?)
DOW Chemical Cuts Back on Almost Everything (Investment U, 12/8/08)
A great dividend play: Dow Chemical (DOW) (Intelligent Speculator, 10/27/08)
Kuwait Dumps Dow Chemical, Putting Rohm & Haas Deal at Risk (Money Morning, 12/29/08)
Read more on Dow Chemical Company at Wikinvest

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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