Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

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 [...]

Mid-Day Update - Earnings & Cherry Picking Define the Day

With major indexes essentially flat at mid-day, there doesn’t seem to be any concerted buying of safety names, as evidenced by this screen I ran:
S&P 500 Stocks with forward P/E under 10, Current Ratio over 1.0 trading down today:
105/303 (34%)
S&P 500 stocks with same metrics that are trading up today:
115/294 (39%)
So we’re seeing a [...]

Adding Mid-Growth Yield to Secular Trends Portfolio (CHL, BMY, AA)

Because the Secular Trends Portfolio needs to have a long view of the horizon, I am stepping in today to pick up some mid-to-high yielding names that offer some growth opportunities. Today’s market is rife with landmines, and picking up Alcoa (AA) along with its 3% yield could be one of them. The company’s cash [...]

More on this topic (What's this?)
Bristol-Myers Squibb, Two other companies raise dividends (Dividend Growth Investor, 12/28/09)
Portfolio Tweak (Random Roger's Big Picture, 3/12/10)
A Plan Comes Together (Random Roger's Big Picture, 8/12/08)
Read more on Bristol-Myers Squibb Company, China Mobile (Hong Kong), Alcoa at Wikinvest