Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Secular Trends Portfolio Updates

I’ve been doing a little tidy work over on the Portfolio Page, and the holdings how reflect the inclusion of Electronic Arts (ERTS) to the model, and the removal of BB&T (BBT). My commentary on EA’s Q3 earnings report discusses the value I saw at the time, and last week I was able to add [...]

Selling BBT out of Portfolio, Adding Electronic Arts (ERTS)

I’ve been reading up on BB&T’s commercial loan portfolio, and I’ve become nervous enough to want to eliminate this risk. Selling total position of 1000 shares (which were added @ $28.54) at $24.01, realizing a modest loss and picking up a $.47 dividend last month.
ERTS Added
I’m also originating a position in Electronic Arts (ERTS), which [...]

More on this topic (What's this?)
BB&T Corporation (BBT) Stock Dividend Analysis (Dividend Growth Investor, 10/15/08)
Dividend Stocks in the news (Dividend Growth Investor, 12/22/08)
Electronic Arts Inc. (NASDAQ: ERTS): Q3 Earnings Preview 2010 (Stock Wizard, 2/7/10)
Read more on Electronic Arts, BB&T at Wikinvest

The LAST ramping trades for Portfolio - BBT, SWY, PFE

Well, this is it. I am officially done with the ramping process after these last three trades.
I can’t quite fathom the odds of trying to get this venture off the ground smack in the middle of the worst crisis of my lifetime.
What will be, will be. I will grow with it, and hopefully this portfolio [...]

More on this topic (What's this?)
BB&T Corporation (BBT) Stock Dividend Analysis (Dividend Growth Investor, 10/15/08)
Dividend Stocks in the news (Dividend Growth Investor, 12/22/08)
Stock Analysis: BB&T Corporation (BBT) (Dividends Value, 6/23/08)
Read more on BB&T, Pfizer, Safeway at Wikinvest