Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Adding Caterpillar to Secular Trends Portfolio (CAT)

Yesterday’s bloodbath in energy, industrial, and other commodity-based stocks was a clear sign of panic, one of those rare moments when investors need to be ultra-aware and ready to step in…even if that step is towards a fleeing crowd. Peabody Energy (BTU) was purchased yesterday as a 4% position, and today we will be opening [...]