Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Adding Safeway, Costco to Secular Trends Portfolio (SWY, COST)

I’ve been watching Safeway decline for long enough, and will be adding to the Secular Trends Portfolio with a 2.5% position (1020 shares) at $23.92. I also can’t resist at least nibbling on Costco (COST) heading into the fourth quarter. Buying into a 1.5% position (235 shares) at $64.54; the Costco thesis is laid out [...]

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