Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Weekly Check Under the Hood - Performance & Musings

All in all, it was another vertigo-inspiring week of ups and downs in the global markets. More of the same for me - smatterings of sleep while various sets of numbers fight for the limited real estate left in my brainpad. On the plus side, I did register the modest achievement of memorizing the names [...]

Adding to Caterpillar - Now at 4-Year Lows (CAT)

People are crazy to be trading this stock down to 7 times the 2008 forecast of $6.00 EPS. But I suppose we should be thankful for crazy, for crazy brings opportunities to long-term investors.
I see the tail risk of balance sheet implosion due to the company’s financial segment, but the cash flow has remained too [...]

More on this topic (What's this?)
Caterpillar Inc. (NYSE: CAT): Q4 Earnings Preview 2009 (Stock Wizard, 1/21/10)
Caterpillar (CAT) is Having Some Issues (Contrarian Profits, 1/30/09)
Caterpillar Stock in Trouble After Sour Earnings (CAT) (Stock Trading To Go, 1/27/09)
Read more on Caterpillar at Wikinvest

Outline of Sector Allocations in Secular Trends Portfolio (Industrials)

In line with ramping up purchases for the Epiphany Investing Secular Trends Portfolio, I want to outline how I see sector allocations panning out. As a reminder, here are the overarching goals and directives of the fund:

Respect - but not be a slave to - sector representation in broad market benchmarks.

Arrive at each holding through [...]

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Interesting Dividend and Investing Sites to Consider (Dividend Growth Investor, 1/16/10)
A CLOSER LOOK AT MAGIC FORMULA INVESTING (THE PRAGMATIC CAPITALIST, 3/13/10)
Dividend Stocks: Three Keys For Successful Investing (Dividends Value, 2/3/10)
Read more on How To Invest at Wikinvest