Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Barron’s Notes Disparity Between Individual Company, SPX Estimates

There was an interesting article in Barron’s discussing the disparity between the consensus estimates for individual companies in the S&P 500, and the aggregate SPX earnings measure that has been assigned by global and U.S. strategists at the major institutions. Sounds a bit confusing, doesn’t it?
Well, it could have been presented better in the article [...]

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Market In Denial Phase Of Sentiment Cycle
ROSENBERG: THE MARKET LOOKS TOPPY
Read more on S&P 500 (SPX) at Wikinvest

Barron’s Puts a Bull on the Cover; Abelson Notes Consumer Weakness

Ok, so it was a wounded bull, broken and fight-battered. But he was still standing, and Barron’s continues to sing a bullish, albeit muted tone. In his leadoff piece Alan Abelson noted that nobody really trusts the initial GDP figure for the 3rd quarter of (.3%), with most seeing the number fall when official numbers [...]

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Bullish Investor Sentiment Rises, But...
A Figment of the Bulls' Imagination
BULLISH SENTIMENT SURGES NEAR JANUARY HIGH
Read more on Bull market at Wikinvest