Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Musings on Petrobras, Economic Recovery (PBR)

There’s little to do when one is wrong but admit, find a lesson, and move on. In that spirit, my decision to trim the majority of the Petrobras (PBR) position in the Secular Trends Portfolio was ill-timed, to say the least. I was concerned about several straight weeks of rising crude inventories, and I didn’t [...]

Trimming Petrobras, Caterpillar in Secular Trends Portfolio (PBR, CAT)

There hasn’t been a lot of activity here for a couple of weeks, the unfortunate result of other obligations and my ongoing intent to put in 5-6 hours of good reading and research time for every hour spent writing up my conclusions. But hey, if it’s not broke; The Secular Trends Portfolio continues it’s alpha [...]

FedEx, Texas Instruments - Two Warnings, Two Very Different Results (FDX, TXN)

It’s just been raining guidance the past few days. Some companies are dropping it altogether, a few are reaffirming prior cuts, and many more are taking an axe to Q4 and 2009 estimates.
Two particularly noteworthy guidance changes came out after the bell Monday, as FedEx (FDX) and Texas Instruments (TXN) both set new (read: tentative) [...]

More on this topic (What's this?)
One Up, One Down (The Technical Take, 12/9/08)
Why So Concerned? (Financial Armageddon, 3/11/10)
FedEx Corp. (NYSE: FDX): Q3 Earnings Preview 2010 (Stock Wizard, 3/5/10)
Read more on FedEx, Texas Instruments at Wikinvest

Valero Pulls Two Refineries Off the Market As Bidders Vanish (VLO)

For several years Valero Energy Corp. (VLO) has been trying to divest its non-core refining assets, and early bidding action for refineries was fierce (and global) when it began in early 2007. Valero sold its Lima refinery for $1.9 billion, turning a tidy profit and creating a high implied value for the company’s 15 other [...]

Weekend Reading - 5 Posts Worth The Time

Considering all the hours I spend each week scouring for brain-tickling news and commentary, I figure it’s worth sharing the nuggets that are worth a read as we all try to acclimate to the ever-changing financial climate. Here’s what’s been in my browser this weekend:
Hard Assets Investor has a great in-depth report on the shipping [...]

More on this topic (What's this?)
Why the Shipping Industry is Finally Ready to Reverse Course (Money Morning, 2/3/10)
Running Out of Steam (Financial Armageddon, 3/13/10)
Shipping Sector Flatlines (The Shipping Stocks Blog, 1/6/10)
Read more on Shipping at Wikinvest

A Glance at Commodities

I stumbled across a nice set of commodity charts over at Bespoke Investment Group…these guys consistently put out enviously useful charts, and this post includes 1 year charts for oil, natural gas, gold, silver, platinum, and a bunch of soft commodities like Corn and Wheat. The shaded “blobs” show a range of 2 std deviations [...]

More on this topic (What's this?)
The optimum growth portfolio for 2010 (Real Wealth - Global Wealth Report, 2/3/10)
Four Commodities… Four Ways to Profit (Investment U, 2/10/10)
Put this Commodity at the Top of Your Wish List (Investment U, 1/12/10)
Read more on Commodities at Wikinvest

Petrobras Logs Record Production in September; Sentiment Remains Mixed (PBR)

Brazil’s pseudo-monopoly oil company Petrobras logged record production of 2.5 million barrels of oil equivalent (BOE) in September, up slightly from August and 7% year-over-year. And while all the oil majors are subject to the whims of crude prices lately, Petrobras has an under-leveraged balanced sheet (30% debt/equity) and attractive valuations of 5 times trailing [...]

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